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Non-profit database?
Hi - I have spent most of today searching for an answer to this question and have come up empty handed. Perhaps someone can help. I am trying to create a database of non-profit organizations (and their information). I would like each Non-Profit to have a page ... really a form or template ... where all their information (Name, Address, Mission Statement, Category -from pull-down menu if possible, etc.) could be entered to the right of the topics (which are listed down the left side of the page). I would also like all that information to be linked/exported/merged to a large master list that would have the information arranged in a list (each sheet's info flowing across under the appropriate topic header along the top of the page). I would also like this master list to be sortable under each topic header -- alphabetically by name, by category, etc.. I do not want to enter data into the master list; it is for sorting and listing only. Another way to look at this would be as if you were filling out a form on a website (which might be a good thing for us to do in the future, but is far beyond me now), who's data would then be collected on a spreadsheet elsewhere. Is this possible in Excel? Is it best to use a combination of Excel and Word? How? I know this is a lot to ask, but I could really use the guidance. I am relatively new to Excel, but am enjoying it's versatility and plan to use it more as I progress. Therefore, learning how to do something is important (as opposed to having someone do it for me). Thanks. Also know that any help is for my entire community as this document will be for public use. Thanks. - Tom -- wirthless ------------------------------------------------------------------------ wirthless's Profile: http://www.excelforum.com/member.php...o&userid=28423 View this thread: http://www.excelforum.com/showthread...hreadid=480268 |
#2
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Non-profit database?
I answered your question once. Have patience. Perhaps the threads just
haven't appeared yet. :) ************ Anne Troy www.OfficeArticles.com "wirthless" wrote in message ... Hi - I have spent most of today searching for an answer to this question and have come up empty handed. Perhaps someone can help. I am trying to create a database of non-profit organizations (and their information). I would like each Non-Profit to have a page ... really a form or template ... where all their information (Name, Address, Mission Statement, Category -from pull-down menu if possible, etc.) could be entered to the right of the topics (which are listed down the left side of the page). I would also like all that information to be linked/exported/merged to a large master list that would have the information arranged in a list (each sheet's info flowing across under the appropriate topic header along the top of the page). I would also like this master list to be sortable under each topic header -- alphabetically by name, by category, etc.. I do not want to enter data into the master list; it is for sorting and listing only. Another way to look at this would be as if you were filling out a form on a website (which might be a good thing for us to do in the future, but is far beyond me now), who's data would then be collected on a spreadsheet elsewhere. Is this possible in Excel? Is it best to use a combination of Excel and Word? How? I know this is a lot to ask, but I could really use the guidance. I am relatively new to Excel, but am enjoying it's versatility and plan to use it more as I progress. Therefore, learning how to do something is important (as opposed to having someone do it for me). Thanks. Also know that any help is for my entire community as this document will be for public use. Thanks. - Tom -- wirthless ------------------------------------------------------------------------ wirthless's Profile: http://www.excelforum.com/member.php...o&userid=28423 View this thread: http://www.excelforum.com/showthread...hreadid=480268 |
#3
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Non-profit database?
Not trying to be impatient, just thought if I posed the question of the over-all goal it might get some different thinking. I couldn't figure out how to make your other response work for me, but will go back and give it more effort. Thanks. -- wirthless ------------------------------------------------------------------------ wirthless's Profile: http://www.excelforum.com/member.php...o&userid=28423 View this thread: http://www.excelforum.com/showthread...hreadid=480268 |
#4
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Non-profit database?
Hi Tom
I posted a reply this morning, with a follow correction. I include them below in case you couldn't see them. Hi Tom In addition to Anne's suggestion using Word to do a mailmerge type operation, you could stay within Excel if you wanted. Supposing your Master sheet has Organisation Name in Column A, and the rest of your data are in columns B to M (or as many required for the items you are recording). On Sheet2, copy this list of headings to cells A1:A13 by copying A1:M1 from Sheet 1, select A1 on Sheet2 and Paste SpecialTranspose. You only need to go down to the row number equivalent to the last column on your Master sheet. Make column A wide enough for the widest heading you have. On Sheet2, in cell B2 enter =VLOOKUP($B$1,Master!$A$1:$M$250,Row(),0) Copy the formula down through B3:B13 (If your Master sheet is not actually named as such, but is Sheet1, then substitute Sheet1! for Master! in the formula. Now, any Organisation Name entered into B1, would have their respective data pulled across from the Master Sheet. To make it easy to select an Organisation, create a Named List of organisations by InsertNameDefine and in the Name pane type Names and in the Refers to pane enter =OFFSET(Master!$A$1,0,0,COUNTIF(Sheet2!A:A,"<")) On Sheet2, apply Data Validation to cell B1 by selecting the cell, DataValidation select List from the Allow dropdown, and in the pane marked Source enter =Names. You will now have a dropdown on cell B1 to allow you to select any organisation, and all the relevant data will be shown down the page as you require. For more help on Data Validation take a look at http://www.contextures.com/xlDataVal01.html and for more information on Vlookup also on Debra's site http://www.contextures.com/xlFunctions02.html Apologies Tom Typo in formula for named range. NOT =OFFSET(Master!$A$1,0,0,COUNTIF(Sheet2!A:A,"<")) but instead =OFFSET(Master!$A$1,0,0,COUNTIF(Master!A:A,"<" )) Regards Roger Govier wirthless wrote: Hi - I have spent most of today searching for an answer to this question and have come up empty handed. Perhaps someone can help. I am trying to create a database of non-profit organizations (and their information). I would like each Non-Profit to have a page ... really a form or template ... where all their information (Name, Address, Mission Statement, Category -from pull-down menu if possible, etc.) could be entered to the right of the topics (which are listed down the left side of the page). I would also like all that information to be linked/exported/merged to a large master list that would have the information arranged in a list (each sheet's info flowing across under the appropriate topic header along the top of the page). I would also like this master list to be sortable under each topic header -- alphabetically by name, by category, etc.. I do not want to enter data into the master list; it is for sorting and listing only. Another way to look at this would be as if you were filling out a form on a website (which might be a good thing for us to do in the future, but is far beyond me now), who's data would then be collected on a spreadsheet elsewhere. Is this possible in Excel? Is it best to use a combination of Excel and Word? How? I know this is a lot to ask, but I could really use the guidance. I am relatively new to Excel, but am enjoying it's versatility and plan to use it more as I progress. Therefore, learning how to do something is important (as opposed to having someone do it for me). Thanks. Also know that any help is for my entire community as this document will be for public use. Thanks. - Tom |
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