how do I set up a database for client information
I need to create a database (would like to do it in Excel) that would compile
client information such as name, address, birthdate, retirement date, phone, assigned rep, e-mail address, etc. then be able to pull out only the information needed and from only certian assinged reps. I have never done a spreadsheet or database before. So I need explecit details. Thank you Tracie |
You can enter all the data in a list on the worksheet, with column
headings to indicate what information is stored in each column. Then, you can use an AutoFilter to view the data for one rep, or a specific date range. There are instructions in Excel's Help, and he http://www.contextures.com/xlautofilter01.html To summarize the data, e.g. count the number of clients assigned to each rep, you can use a Pivot Table. There are instructions in Excel's Help, and Jon Peltier has information and links: http://peltiertech.com/Excel/Pivots/pivotstart.htm Insurance Tracie wrote: I need to create a database (would like to do it in Excel) that would compile client information such as name, address, birthdate, retirement date, phone, assigned rep, e-mail address, etc. then be able to pull out only the information needed and from only certian assinged reps. I have never done a spreadsheet or database before. So I need explecit details. Thank you Tracie -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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