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Hello,
First, let me explain where I'm starting from... I help out with a private non-profit club as a Board member and as Secretary. Our current membership list is done via a MS Works database that was set up by persons unknown the better part of 10 years ago. The person doing the data entry portion and mailing out the newletters, etc. is just barely computer-literate, i.e. surf, check email, maybe fill out a template or form if it's not too complicated - maybe. Lots of hand-holding involved. Along the way there have been some computer crashes and just general data entry mistakes, so the existing 'database' is in pretty sorry shape. I got a copy, purchased a new copy of Works 9.0, exported the flat-file db as a .csv file and imported it into Excel, and using Autofilter proceeded to find and fix the worst of the data inconsistencies (mostly wrong or incomplete data in various fields). I re-imported the .csv file as a Works db, then cut and pasted the 'sanitized' data back into the table of the original database file. I added a few basic filters & reports to give us some things like annual & current membership lists, new members in last 30 days, etc. Now, for where I want to go from here... For better or worse, I'm probably the computer 'guru' amongst the available candidates, by a considerable margin. Which means... if anything is going to change for the better, it's going to have to be me that does it. I don't have the spare time to actually just assume the whole membership/newsletter role, as I'm about 20-30 years younger than most of the board, i.e. not retired yet ;) So... either I have to keep supporting this Works database, or find a better solution - that I can deal with on my own terms. I'm reasonably proficient with Excel, up to the point of simple macros. Actual VBA programming is something I'm just starting to learn. Given that this is a non-profit club, just buying a pre-canned solution off the shelf isn't a viable option; I'd still have to support it, and likely not be able to get at the guts of it if I needed to. And they tend to be priced for deep pockets ;) We aren't actually doing anything *that* complex with our membership list at the moment - tracking who's paid up and who isn't, and generating a mailing list for printing labels for the newsletter. There's a number of other things I'd like to do in addition or instead of the way we are doing things now, but none of them seem to really require a full relational database... but they start to get a bit involved in terms of manipulating a flat list - I think, anyways. In a perfect world I'd prefer building something that could run on Excel if a person has it installed, or OpenOffice if they don't i.e. somewhat platform agnostic. So... would I be heading in the right direction to try to migrate this scenario over to an Excel spreadsheet? I can see having a master membership list worksheet, along with other worksheets for easy viewing of life members or other special categories, and a worksheet to function as a data entry form for entering / viewing single records. That's just for starters. Any suggestions or advice? Thanks, Monte |
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