Automated spreadsheet

Hi there,
I would like to create a spreadsheet to use when risk assessing clients. However, we deal with a variety of different clients and and each type has different questions. So instead of having a different sheet for each type, is it possible to programme one worksheet so that when you answer the first question (which will define the type of client) a specific list of questions will appear that require completing?
Many thanks

Hi ZRPhelps,

Yes you can do this, and you might be able to do it using a formula rather than visual basic depending on what the format of the questions is.

For example: Are the questions all similar format (e.g. all multiple choice with 4 answers) or are they all requiring a written response (e.g. a text box) or is there a combination?

Are there choices within choices - if the client selects themselves as Type A, they get QuestionSet A, but is it possible that question 3 of QuestionSet A can lead to new questions being asked of them?

Are you expecting just a general Excel worksheet that can be printed or are you expecting to use ActiveX forms?

Kind regards,

Paul

Hi Paul,
Thanks for your response.
Some of the questions will require text boxes and some of them will have a drop-down Y/N which will determine a score (the total of which will risk assess them).
For example, if the client is an individual, then a certain set of questions will appear as opposed to the client being a Company. So for example, Question 1 for an individual would be 1) Residence
Question 1 for a Company would be 1) Place of Incorporation.
And then they have comment boxes in the next cells along that can be manually populated.
Answers to the questions won't generate a change in questions though, they will just add to the risk score calculation.
Thank you,
Zoe

Hi Zoe,

I think it would be useful to see some of the basic structure you have to the spreadsheet to really do anything useful - perhaps other people on the forum can help better.

Anyway I had something in mind like the attached spreadsheet, which is obviously just a crude demo to show the kind of formulas your workbook could use. I think you can protect certain areas of the sheet to prevent people trying to manipulate them.

Essentially I thought you could have two lists of questions and do a look up based on what their answer to Q1 is.

If the attached spreadsheet is useless then I apologise in advance!

Good luck!

Paul

Hi Paul, thanks for the demo...much appreciated and will certainly be of help.
And I definitely like beer...very much!
Cheers,
Zoe