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Automate Spreadsheet

  1. #1
    Karen
    Guest

    Automate Spreadsheet

    I have a spreadsheet that tracks instruments and their calibration due dates.
    I'm trying to figure out the best way to do this. I want the caibration due
    dates to stand out so I know at least one week prior that certain instruments
    should be calibrated. I thought of setting up columns for Instrument, Serial
    No., Calibration Date and Calibration Frequency. Then set up a calculated
    column to calculate the due date. Then use conditional formatting to flag
    the instruments that are due. This list could get long. How can I automate
    this even more? Maybe set up a way of filtering out the instruments that are
    due with a macro. This list will get out of control over the years if I
    don't organize it well. Any suggestions?

    My boss wants me to just use Excel and not Access. I'm just thinking ahead.
    I know some people will tell me to use Access.

    Thank you, Karen


  2. #2
    Ron de Bruin
    Guest

    Re: Automate Spreadsheet

    Hi Karen

    Maybe this will help

    You can use EasyFilter to filter and copy to a new sheet/workbook
    The beta version can also filter on color
    http://www.rondebruin.nl/easyfilter.htm

    Another way is to use an Access data base and copy your data into Excel if you need it
    http://www.rondebruin.nl/accessexcel.htm


    --
    Regards Ron de Bruin
    http://www.rondebruin.nl


    "Karen" <Karen@discussions.microsoft.com> wrote in message news:58391300-8026-4E73-AFDA-0C7D84047E34@microsoft.com...
    >I have a spreadsheet that tracks instruments and their calibration due dates.
    > I'm trying to figure out the best way to do this. I want the caibration due
    > dates to stand out so I know at least one week prior that certain instruments
    > should be calibrated. I thought of setting up columns for Instrument, Serial
    > No., Calibration Date and Calibration Frequency. Then set up a calculated
    > column to calculate the due date. Then use conditional formatting to flag
    > the instruments that are due. This list could get long. How can I automate
    > this even more? Maybe set up a way of filtering out the instruments that are
    > due with a macro. This list will get out of control over the years if I
    > don't organize it well. Any suggestions?
    >
    > My boss wants me to just use Excel and not Access. I'm just thinking ahead.
    > I know some people will tell me to use Access.
    >
    > Thank you, Karen
    >




  3. #3
    Karen
    Guest

    Re: Automate Spreadsheet

    Thank you for your help - The company I work for blocks use out from
    downloading anything like that. Any other suggestions?

    "Ron de Bruin" wrote:

    > Hi Karen
    >
    > Maybe this will help
    >
    > You can use EasyFilter to filter and copy to a new sheet/workbook
    > The beta version can also filter on color
    > http://www.rondebruin.nl/easyfilter.htm
    >
    > Another way is to use an Access data base and copy your data into Excel if you need it
    > http://www.rondebruin.nl/accessexcel.htm
    >
    >
    > --
    > Regards Ron de Bruin
    > http://www.rondebruin.nl
    >
    >
    > "Karen" <Karen@discussions.microsoft.com> wrote in message news:58391300-8026-4E73-AFDA-0C7D84047E34@microsoft.com...
    > >I have a spreadsheet that tracks instruments and their calibration due dates.
    > > I'm trying to figure out the best way to do this. I want the caibration due
    > > dates to stand out so I know at least one week prior that certain instruments
    > > should be calibrated. I thought of setting up columns for Instrument, Serial
    > > No., Calibration Date and Calibration Frequency. Then set up a calculated
    > > column to calculate the due date. Then use conditional formatting to flag
    > > the instruments that are due. This list could get long. How can I automate
    > > this even more? Maybe set up a way of filtering out the instruments that are
    > > due with a macro. This list will get out of control over the years if I
    > > don't organize it well. Any suggestions?
    > >
    > > My boss wants me to just use Excel and not Access. I'm just thinking ahead.
    > > I know some people will tell me to use Access.
    > >
    > > Thank you, Karen
    > >

    >
    >
    >


  4. #4
    Ron de Bruin
    Guest

    Re: Automate Spreadsheet

    Hi Karin

    Look on Debra's site for filter examples
    http://www.contextures.com/tiptech.html

    --
    Regards Ron de Bruin
    http://www.rondebruin.nl


    "Karen" <Karen@discussions.microsoft.com> wrote in message news:343548C5-E989-4EAD-BAB9-1B3E7600E297@microsoft.com...
    > Thank you for your help - The company I work for blocks use out from
    > downloading anything like that. Any other suggestions?
    >
    > "Ron de Bruin" wrote:
    >
    >> Hi Karen
    >>
    >> Maybe this will help
    >>
    >> You can use EasyFilter to filter and copy to a new sheet/workbook
    >> The beta version can also filter on color
    >> http://www.rondebruin.nl/easyfilter.htm
    >>
    >> Another way is to use an Access data base and copy your data into Excel if you need it
    >> http://www.rondebruin.nl/accessexcel.htm
    >>
    >>
    >> --
    >> Regards Ron de Bruin
    >> http://www.rondebruin.nl
    >>
    >>
    >> "Karen" <Karen@discussions.microsoft.com> wrote in message news:58391300-8026-4E73-AFDA-0C7D84047E34@microsoft.com...
    >> >I have a spreadsheet that tracks instruments and their calibration due dates.
    >> > I'm trying to figure out the best way to do this. I want the caibration due
    >> > dates to stand out so I know at least one week prior that certain instruments
    >> > should be calibrated. I thought of setting up columns for Instrument, Serial
    >> > No., Calibration Date and Calibration Frequency. Then set up a calculated
    >> > column to calculate the due date. Then use conditional formatting to flag
    >> > the instruments that are due. This list could get long. How can I automate
    >> > this even more? Maybe set up a way of filtering out the instruments that are
    >> > due with a macro. This list will get out of control over the years if I
    >> > don't organize it well. Any suggestions?
    >> >
    >> > My boss wants me to just use Excel and not Access. I'm just thinking ahead.
    >> > I know some people will tell me to use Access.
    >> >
    >> > Thank you, Karen
    >> >

    >>
    >>
    >>




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