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Data Entry

  1. #1
    Registered User
    Join Date
    04-19-2013
    Location
    Cheltenham, England
    MS-Off Ver
    Excel 2010
    Posts
    3

    Data Entry

    I am using excel 2010 to build a client management database. I would normally use access but I need for this to be opened easily on office for mac.

    So I have a number of data sheets, collection of lookup tables and pivot tables which are all working well.

    But, I want to find a way of creating a form which will allow for data to be entered.

    At the moment the user has to go to the main client sheet and fill in the relevant colums on a row. For example contact, address and course info.

    I would like to create 2 data entry forms (as all of the data would be captured across two simultaneous situations) which are linked to buttons. So click 'create new client' button, an entry form then opens (either as a pop up or within a sheet, I don't mind) to collect the data, creata a new entry in the main spreadsheet and enter all of the information.

    The second data entry would need to contain a lookup as the data would be assigned to an existing client ID. So, click 'create new booking', a form opens, user would lookup the correct client ID which would pull in their name (as confirmation), the user would then enter the course details which would be stored against that client.

    Please, if anyone can help i'd appreciate it.

    Thanks
    Luke

  2. #2
    Valued Forum Contributor
    Join Date
    11-20-2012
    Location
    Seattle, WA USA
    MS-Off Ver
    Excel 2010
    Posts
    597

    Re: Data Entry

    you may run into problems with what you are trying to do beause excel for mac doesn't include certain form functionality, I would try to avoid using forms (i dont know if vba works on mac try posting tot he non windows forum too)

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