What I am wanting to do is implement a customer tracking spreadsheet
with with columns labeled things like jobs won, jobs underway, and jobs
finished under one tab of the sheet labeled Worksheet. The other sheet
tabs will be labeled things such as Forecast, Budget, etc....

What I wold like to happen is when the user is in a month such as
January and then goes to the Tools menu and selects another month, such
as the next one, February, the information will transfer from Jan. to
Feb. with the cell assigned to display the month name now saying Feb.
However, I would like to still be able to go back to Jan. in order to
see the info from there.

If anyone has ANY ideas, I would really appreciate it. This one is
stumping me with the flip-flopping of the months!!

What your are asking for is possibly a database. Whether it would be better
to implement this as a database is hard to tell from your description. In
either case essentially what you want to do is to store all of the raw data
in one or more hidden sheets. This data will then be extracted onto other
sheets for reporting purposes while other sheets will be used to add to the
data (for simplicity you may want to add to the raw data directly). If you
keep these functions seperate it will be a lot easier to maintain in the
future.

That is how I would go about it, but that is just my two cents...
--
HTH...

Jim Thomlinson


"cheeser83" wrote:

What I am wanting to do is implement a customer tracking spreadsheet
with with columns labeled things like jobs won, jobs underway, and jobs
finished under one tab of the sheet labeled Worksheet. The other sheet
tabs will be labeled things such as Forecast, Budget, etc....

What I wold like to happen is when the user is in a month such as
January and then goes to the Tools menu and selects another month, such
as the next one, February, the information will transfer from Jan. to
Feb. with the cell assigned to display the month name now saying Feb.
However, I would like to still be able to go back to Jan. in order to
see the info from there.

If anyone has ANY ideas, I would really appreciate it. This one is
stumping me with the flip-flopping of the months!!

Hi

A database is certainly the cool way to go, but it could be overkill
depending on the needs of your spreadsheet. To use a database you will need
to setup an external database and use more sophisticated programming to
access the data and don't forget that you will also need to write code to
enter the data into the database properly.

Instead, you can easily create a separate worksheet per month. When you want
to enter data for a specific month simply click on the tab for the month you
want and work there. Easy and no programming required.

The limitation of this method is that you cannot see data for more that a
single month at a time - something that you can do with a database. However,
with careful formulas you can import data from one month's worksheet to
another for totals etc, but it does not sound like you even need that.

There is another way of doing it which is a little more work but can be done
without programming is to enter all data into a single worksheet, and add a
column to each row indicating the month. Then to view a specific month you
can select the month column and use the Data-Filter-autofilter menu option
and now you can filter your data by month using the little 'combobox' that
appears in the first row of the month column. This method requires that each
row has a month column properly populated. Formulas will properly show only
data from the months selected.

Then, if you want to be able to use a menu to change months, then you simply
have to figure out what VB to use to change this filter. This is a good
solution to your problem if you want to be able to add some programming to
slick it up.

Good luck.
"Jim Thomlinson" wrote:

What your are asking for is possibly a database. Whether it would be better
to implement this as a database is hard to tell from your description. In
either case essentially what you want to do is to store all of the raw data
in one or more hidden sheets. This data will then be extracted onto other
sheets for reporting purposes while other sheets will be used to add to the
data (for simplicity you may want to add to the raw data directly). If you
keep these functions seperate it will be a lot easier to maintain in the
future.

That is how I would go about it, but that is just my two cents...
--
HTH...

Jim Thomlinson


"cheeser83" wrote:

What I am wanting to do is implement a customer tracking spreadsheet
with with columns labeled things like jobs won, jobs underway, and jobs
finished under one tab of the sheet labeled Worksheet. The other sheet
tabs will be labeled things such as Forecast, Budget, etc....

What I wold like to happen is when the user is in a month such as
January and then goes to the Tools menu and selects another month, such
as the next one, February, the information will transfer from Jan. to
Feb. with the cell assigned to display the month name now saying Feb.
However, I would like to still be able to go back to Jan. in order to
see the info from there.

If anyone has ANY ideas, I would really appreciate it. This one is
stumping me with the flip-flopping of the months!!

Thank you for all the help. While a database does sound a little too
much, I do not know if the alternate method will work. I do not want a
seperate sheet for each month, each month will have 3 to 5 sheets, or
tabs, on it.

I am thinking I will just set up a macro to copy the previous months
info to the new month when the month is selected. This will then just
create a whole new file, 12 in all one for each month. Then, the user
can go between the months.

If anyone has any other ideas, please let me know. Thanks for all the
help and suggestions.

Jonathan wrote:
Hi

A database is certainly the cool way to go, but it could be overkill
depending on the needs of your spreadsheet. To use a database you will need
to setup an external database and use more sophisticated programming to
access the data and don't forget that you will also need to write code to
enter the data into the database properly.

Instead, you can easily create a separate worksheet per month. When you want
to enter data for a specific month simply click on the tab for the month you
want and work there. Easy and no programming required.

The limitation of this method is that you cannot see data for more that a
single month at a time - something that you can do with a database. However,
with careful formulas you can import data from one month's worksheet to
another for totals etc, but it does not sound like you even need that.

There is another way of doing it which is a little more work but can be done
without programming is to enter all data into a single worksheet, and add a
column to each row indicating the month. Then to view a specific month you
can select the month column and use the Data-Filter-autofilter menu option
and now you can filter your data by month using the little 'combobox' that
appears in the first row of the month column. This method requires that each
row has a month column properly populated. Formulas will properly show only
data from the months selected.

Then, if you want to be able to use a menu to change months, then you simply
have to figure out what VB to use to change this filter. This is a good
solution to your problem if you want to be able to add some programming to
slick it up.

Good luck.
"Jim Thomlinson" wrote:

What your are asking for is possibly a database. Whether it would be better
to implement this as a database is hard to tell from your description. In
either case essentially what you want to do is to store all of the raw data
in one or more hidden sheets. This data will then be extracted onto other
sheets for reporting purposes while other sheets will be used to add to the
data (for simplicity you may want to add to the raw data directly). If you
keep these functions seperate it will be a lot easier to maintain in the
future.

That is how I would go about it, but that is just my two cents...
--
HTH...

Jim Thomlinson


"cheeser83" wrote:

What I am wanting to do is implement a customer tracking spreadsheet
with with columns labeled things like jobs won, jobs underway, and jobs
finished under one tab of the sheet labeled Worksheet. The other sheet
tabs will be labeled things such as Forecast, Budget, etc....

What I wold like to happen is when the user is in a month such as
January and then goes to the Tools menu and selects another month, such
as the next one, February, the information will transfer from Jan. to
Feb. with the cell assigned to display the month name now saying Feb.
However, I would like to still be able to go back to Jan. in order to
see the info from there.

If anyone has ANY ideas, I would really appreciate it. This one is
stumping me with the flip-flopping of the months!!