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  1. #1
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    Create data form

    Hello Excel friends,

    I'd appreciate some assistance please.
    I'd like to create a data form similar to what I can do in Access where I can either enter a new record or edit/view a record or group of records.
    I have two Sheets, the first is DATA where I have a table with six headers: PROJECTS DATE AL FL GA TN --> A1-F1.
    A2-A6 is PROJ_1, PROJ_2, PROJ_3, PROJ_4. B2-B6 is the Date of the Project. Each of the other cells (C2-F6) under the state abbrev will contain a $ value for the price of the Project in the given state.
    Sheet2 is titled MAIN PAGE where this data form will exist.
    I don't know if it'd be smarter to have two tools: one for adding new records and the second to view existing records.
    I'd like the editing to allow me to use drop downs for Project, Dates, States to query and display up to 20 records, scrollable for more if it exceeds 20.
    Any ideas and directions would be greatly appreciated. Of course new records to be inserted at top of DATA list or appended to bottom, so long as my reports I will make will automatically include however many rows the Table contains.

    Thanks!

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    Forum Expert dflak's Avatar
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    Re: Create data form

    Is the main reason you are refraining from doing this in Access the cost of the licenses for the end user? You only need one full license. That license develops the applications. The end users can use free, runtime-only licenses that allow them to use the applications but not change them (which is what you want anyway).

    To develop the full application in Excel is possible, but requires a lot of programming to do what you get "for free" in a database.

    If you do get a taker for this project, that person is probably going to want a sample workbook with data and a mocked up picture, if nothing else, for what you have in mind for the form.

    - Filling out a form and appending a new record - relatively easy
    - Selecting a key field from a drop down list and deleting it from the data table - relatively easy.
    - Listing all the records - moderately difficult.
    - Putting the code behind each created field on a list of records to detect if a field has been changed - difficult.

    The option to putting the code behind each created field is to assume that every record has been changed whether it actually was or not, deleting the entire contents of the table and running though each field to re-create every record. This is an inefficient process.

    All of this will take hours of programming vs. minutes of programming in a database.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

  3. #3
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    Re: Create data form

    Wow! Thanks for the wake up call. I was obviously mistaken when I thought that I had seen a spreadsheet looking like an Access db.
    I really thought it'd be equivalent to putting a spreadsheet object into a cell. I don't actually have a project or anything, I
    just thought of a lot of different things I could do with spreadsheets if I could do this. I did already add the Data Form Entry (custom)
    button from options to the ribbon, so I was hoping to bump it up a step by customizing the data entry and adding list and edit features.
    I appreciate you taking the time to explain how I was dreaming.

  4. #4
    Forum Expert dflak's Avatar
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    Re: Create data form

    Adding records or deleting them is relatively easy. Also, you could pull up a single record for editing. The difficult part would be getting a "continuous form" like you do in Access.

    So it would work like this: Pull up a form that looks like it holds a single record. Using a drop-down list, select the record you want. Click a button to add, edit or delete the record. This is a moderate amount of work and actually would be a fun challenge, but if you can live with it we can do it. What I can't deliver is to list out all the records at once.

    The data would have to have a key field such as a Project ID.

    I just had a thought mid-keystorke. Let me think about this some more. Depending on how the data are organized. I could give you a pivot table and slicers. Use the slicers to select the records you want and then click a button to edit or delete them.

    Attach a sample workbook with a dozen or so sample records.

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