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#1
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I am trying to create a user friendly document for my colleagues.
I have created an excel query that gets data from our back office system. This query gets information for all 12 months of the year. From all this data, a report needs to be created for 1 month of the data depending on which month the user needs to create a report for. I would like the report to be created automatically (through macros etc...) once the user has inputed which month/year he requires. I am not sure how to go about this. 1 alternative I was considering would be to have a message box pop onto the screen and then from this box the user could pick his month/yr and then I could grab the values in order to create the required report. Or, another alternative would be to create a form that the user could enter the info into and then I could grab the values in order to create the required report. I am having difficulty finding information on both of these ideas. Can someone help me? Thanks! |
#2
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The easiest is to use an inputbox
res = InputBox("Enter a month, ex: "Jan") If you wanted to trigger this from a Refresh, you would need to instantiate events for the query. http://support.microsoft.com/kb/213187/en-us XL2000: How to Use the Query BeforeRefresh and AfterRefresh Events -- Regards, Tom Ogilvy "85225" wrote: I am trying to create a user friendly document for my colleagues. I have created an excel query that gets data from our back office system. This query gets information for all 12 months of the year. From all this data, a report needs to be created for 1 month of the data depending on which month the user needs to create a report for. I would like the report to be created automatically (through macros etc...) once the user has inputed which month/year he requires. I am not sure how to go about this. 1 alternative I was considering would be to have a message box pop onto the screen and then from this box the user could pick his month/yr and then I could grab the values in order to create the required report. Or, another alternative would be to create a form that the user could enter the info into and then I could grab the values in order to create the required report. I am having difficulty finding information on both of these ideas. Can someone help me? Thanks! |
#3
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Is there another function similar to the inputbox but where there is a
dropdown list box from which the user can pick a month, thus eliminating spelling mistakes? "Tom Ogilvy" wrote: The easiest is to use an inputbox res = InputBox("Enter a month, ex: "Jan") If you wanted to trigger this from a Refresh, you would need to instantiate events for the query. http://support.microsoft.com/kb/213187/en-us XL2000: How to Use the Query BeforeRefresh and AfterRefresh Events -- Regards, Tom Ogilvy "85225" wrote: I am trying to create a user friendly document for my colleagues. I have created an excel query that gets data from our back office system. This query gets information for all 12 months of the year. From all this data, a report needs to be created for 1 month of the data depending on which month the user needs to create a report for. I would like the report to be created automatically (through macros etc...) once the user has inputed which month/year he requires. I am not sure how to go about this. 1 alternative I was considering would be to have a message box pop onto the screen and then from this box the user could pick his month/yr and then I could grab the values in order to create the required report. Or, another alternative would be to create a form that the user could enter the info into and then I could grab the values in order to create the required report. I am having difficulty finding information on both of these ideas. Can someone help me? Thanks! |
#4
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No. No built in popup menu. In a cell you could use Data =Validation from
a pop up menu. See Debra Dalgleish's site for examples. http://www.contextures.com/tiptech.html -- Regards, Tom Ogilvy "85225" wrote: Is there another function similar to the inputbox but where there is a dropdown list box from which the user can pick a month, thus eliminating spelling mistakes? "Tom Ogilvy" wrote: The easiest is to use an inputbox res = InputBox("Enter a month, ex: "Jan") If you wanted to trigger this from a Refresh, you would need to instantiate events for the query. http://support.microsoft.com/kb/213187/en-us XL2000: How to Use the Query BeforeRefresh and AfterRefresh Events -- Regards, Tom Ogilvy "85225" wrote: I am trying to create a user friendly document for my colleagues. I have created an excel query that gets data from our back office system. This query gets information for all 12 months of the year. From all this data, a report needs to be created for 1 month of the data depending on which month the user needs to create a report for. I would like the report to be created automatically (through macros etc...) once the user has inputed which month/year he requires. I am not sure how to go about this. 1 alternative I was considering would be to have a message box pop onto the screen and then from this box the user could pick his month/yr and then I could grab the values in order to create the required report. Or, another alternative would be to create a form that the user could enter the info into and then I could grab the values in order to create the required report. I am having difficulty finding information on both of these ideas. Can someone help me? Thanks! |
#5
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Thank you for your help.
"Tom Ogilvy" wrote: No. No built in popup menu. In a cell you could use Data =Validation from a pop up menu. See Debra Dalgleish's site for examples. http://www.contextures.com/tiptech.html -- Regards, Tom Ogilvy "85225" wrote: Is there another function similar to the inputbox but where there is a dropdown list box from which the user can pick a month, thus eliminating spelling mistakes? "Tom Ogilvy" wrote: The easiest is to use an inputbox res = InputBox("Enter a month, ex: "Jan") If you wanted to trigger this from a Refresh, you would need to instantiate events for the query. http://support.microsoft.com/kb/213187/en-us XL2000: How to Use the Query BeforeRefresh and AfterRefresh Events -- Regards, Tom Ogilvy "85225" wrote: I am trying to create a user friendly document for my colleagues. I have created an excel query that gets data from our back office system. This query gets information for all 12 months of the year. From all this data, a report needs to be created for 1 month of the data depending on which month the user needs to create a report for. I would like the report to be created automatically (through macros etc...) once the user has inputed which month/year he requires. I am not sure how to go about this. 1 alternative I was considering would be to have a message box pop onto the screen and then from this box the user could pick his month/yr and then I could grab the values in order to create the required report. Or, another alternative would be to create a form that the user could enter the info into and then I could grab the values in order to create the required report. I am having difficulty finding information on both of these ideas. Can someone help me? Thanks! |
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