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Looking For Alternatives to VBA/Maccro to AUTOMATE Data Entry

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    Looking For Alternatives to VBA/Maccro to AUTOMATE Data Entry

    Hello. Have Excel 2010 and think I have a relatively simple project that seems to cry out for a "pause and wait for entry" macro. I've viewed multiple YouTube videos, and seems they are all recommending use of "VBA script". I've spent past couple of hours trying to get that working, but at my age (72), am pretty sure I'm not going to be able to master even the basics. I consider myself pretty much a "power user" of BASIC MS Office 2010 suite of applications.... .but, have never gotten into scripting. For this project, need to end up with kind of a "turbo tax" approach to the spreadsheet solution. I have the spreadsheet....but am laboring over how to get the user to USE it. I'm thinking something like having numbered steps, where each step in a narrative asks the user to input information that the user knows. Then, the script will PUT the input in the correct field (and the spreadsheet will do that calculation), and then the script will move to the NEXT step... ask the question... user will enter... etc. etc......
    Thinking perhaps if I can get a script working for this project, it may help me understand how to do them myself. Thanks.

    EDIT: After did this post, noticed that there is a "commercial services" area. If my post (requesting volunteer of services) is prohibited, please let me know. Thanks. (25 April 2017).

    EDIT 2: Changed post Title (from: "Anyone Volunteer to Write VBA/Macro for a Project?"), per notice from Forum Admin. (26 April 2017).
    Last edited by 777merlin777; 04-26-2017 at 08:13 AM. Reason: Added "commercial services" note.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    .
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    Take a look at this first ... then come back for more assistance if needed:

    http://www.exceltrick.com/formulas_m...-if-statement/

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by Logit View Post
    .
    .
    ... then come back for more assistance if needed.
    THANKS for the prompt reply. I'm familiar with, and frequently use IF statements. Just in case I've been missing something, I checked out the link. Pretty much the way I use IF statements.

    Don't think I can get the "flow" by using a series of IF statements.... (remember, I'm trying to get a "turbo tax" type experience for the user.).

    My vision is (much like "turbo tax"), the user is presented with a series of simple, narrative questions, each of which the user knows the answer to. When the user responds to question 1 (by entering a number in the field), that number is inserted into the appropriate place in the spreadsheet computation, and the user is then presented with narrative question 2... etc. etc.....
    Basically, I want to shield them from having to search around in the spreadsheet to find the field where then need to enter specific data.

    So... my quest continues....

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Duplicate post. The Forum is acting up.
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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    ..............................................................................
    .
    .
    Using a Message Box is probably the simplest approach for your purposes. You could develop UserForms to accomplish the same thing but admittedly it will involve a little more coding on your part.

    Look at the attached sample and see what you think.

    It provides several responses - the answer can be directed to fill in a worksheet to hold the user's answers .. most of all it's simple.

    Try clicking through the three possible responses on the Message Box to see how the input can be directed to various locations on the worksheet


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    Last edited by Logit; 04-25-2017 at 02:33 PM.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by Logit View Post
    ..............................................................................
    ......and see what you think.
    Well....I'm NOT familiar with "message box"... so, will check it out. (My initial thought, just from looking at the logic of the code here, is that it would not provide the user experience I'm looking for. May have to get more into coding.....

    THANKS.

    (BTW.... tried to leave you another "reputation" note, but got message saying I'd have to leave same for others b4 able to leave u another.).

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Most likely you will have to get into coding. The type of Interface you're referring to is called a 'Wizard' where changes on one section affect the display/availability of options on other sections - Wizards are not something that Excel can generate without VBA code.

    Have a look at the attached - it's a sample by John Wakenbach of a simple Wizard interface.
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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Hi Logit- a few typos in your code:
    Quote Originally Posted by Logit View Post
    ..............................................................................

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Seems like many, many version ago of Excel, I was able to do a (relatively) simple macro where:
    1. You START the macro... like with hotkey sequence.
    2. The macro would individual-letter-type-in the question (e.g. How many students will be in the class?).
    3. Then, the macro would go to the appropriate field and WAIT FOR USER INPUT/RESPONSE.
    4. Then, the user would enter the number (say "25" for example), and then hit ENTER.
    5. That would cause the macro to CONTINUE.....
    6. Generating the NEXT narrative question (e.g. "How many times will the class be taught in a year?").
    7. Predictably, the macro would then go to the appropriate field for THAT data point, and PAUSE, awaiting the user to enter the data.
    8. Then, the user would enter the number of classes for the year (say "12"), and when the user hit ENTER, the macro would continue to the NEXT data point needed.
    9. This would continue and basically "walk the user" through each needed response, one at a time.
    10. When the last question was asked, the macro would TERMINATE.
    11. All the while, the spreadsheet has been doing the required calculations on the fly.

    Is this NOT possible now with macros in Excel? (i.e. without having to do VB scripting etc.).
    Thanks.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by cytop View Post
    The type of Interface you're referring to is called a 'Wizard'.....
    Ah...yes... I've heard "turbo tax" and similar things referred to as "wizard-driven" solutions.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    leelnich

    As I understand ....

    Excel 2018 will have pre-installed a morph Scribe who sits behind your monitor auto correcting spelling and logic mistakes.

    Can't wait !


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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by Logit View Post
    leelnich

    As I understand ....

    Excel 2018 will have pre-installed a morph Scribe who sits behind your monitor auto correcting spelling and logic mistakes.

    Can't wait !

    ...............................MorphScribe.jpg

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    777merlin777

    I've use TurboTax for many years. It has progressed to be an excellent program, very user intuitive and simply fun to use. Also more
    accurate than my Tax Return Preparer !

    The closest comparison I can relate to their format and design is a combination of Power Point slides and a "database". The new
    screens (partial screen) slides in or morphs into view. The question answers are held somewhere and inputted into the final tally.

    I would not recommend using Power Point (my personal preference) cuz there is a learning curve there in addition to VBA.

    It would seem, as others have suggested here, additional knowledge of VBA is required to obtain the same 'look and feel' of TurboTax.
    The MsgBox simply isn't going to provide the same although it will accomplish your goal to obtain user responses and entering those
    to a worksheet or final compilation.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Yours is the Student version.

    For $99.95 more you can get the Professional Version :

    attractive-business-woman-character-free-vector.jpg

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    A wizard can be a complex interface to design - or maybe that's the wrong word but it can get convoluted. A simpler way is to select cells depending on what has been entered before. I've no idea of the scale (numbr of columns/sections or whatnot) you are thinking of using, but you can write up a fairly simple macro that checks which column has been edited and decides which cell in the same row should be the next to receive input.

    In the attached, selecting 'Female' in the first column will skip the DOB column (I believe you're of an age that will understand the reason ). Selecting 'Male' will skip the size column and move directly to the 'Waist' column - silly examples, I know, but just something cobbled together quickly to show how.
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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Could you provide us with a sample scenario of several cascading questions, preferably in a workbook.

    The way I would attack this issue is to have an excel table that contains question number, question text, possible answers and then follow-on questions based on those answers. (I see the split command in the future).

    See the table below. The code can use this table to generate the questions and sequence them on the fly.

    For example, the three possible answers to question 1 are <18, 18-65 and 65+.
    If you select <18 you go to question 2 next.
    If you select 18-65, you go to question 3 next
    If you select 65+ you go to question 4 then 5. - Allowing two follow-ons might be dicey.
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    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.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by cytop View Post
    .....something cobbled together quickly to show how.
    Thanks, I'll check it out.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by dflak View Post
    .... I would attack this issue is to have an excel table that contains question number, question text, possible answers and then follow-on questions based on those answers......
    Thanks for the suggestion... I kind of follow what you're saying... BUT, how would the responses to the questions in the table get "automatically" entered into the appropriate fields in the spreadsheet, in order for the spreadsheet to do the CALCULATIONS?

    I'll put up a sample spreadsheet tomorrow.... I can tell I'm not successfully communicating the concept of what I'm looking for via just narrative.

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    I know that this is late in the day, but please take a moment to read the forum rules and then amend your thread title to something descriptive of your problem - not what you think the answer might be. (think google search terms?). Once you have done this please send me a PM and I will remove this request. (Also, include a link to your thread - copy from the address bar)

    Many members search our previous posts, and thread titles play a big part of the search. I doubt anybody would do a search based on your title?

    To change a Title on your post, click EDIT POST then Go Advanced and change your title, if 2 days have passed ask a moderator to do it for you.

    (note: this change is not optional )
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

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    Re: Anyone Volunteer to Write VBA/Maccro for a Project?

    Quote Originally Posted by cytop View Post
    ...to show how....
    OK, cytop. THIS seems very close to what I'm trying to accomplish.

    Now.... HOW did you DO that? I clicked on several "enable" messages... then played with the spreadsheet.

    WHERE IS THE CODE or whatever that RUNS it?

    I thought it might be a macro... but, don't see the macro coding anywhere....

    Anxiously awaiting your reply.

    UPDATE EDIT 26 April 2017: OK... poking around and found this (excerpt below) when clicked on the Virtual Basic button:
    Private Sub Worksheet_Change(ByVal Target As Range)

    Application.StatusBar = False

    Select Case Target.Column

    Case 2, 3
    Target.Offset(, 1).Select
    Case 4
    If Cells(Target.Row, 2).Value = "Female" Then
    Application.StatusBar = "A lady is NEVER asked her age..."
    Target.Offset(, 2).Select........

    So... GOOD NEWS... I think that will accomplish what I'm trying to do.

    ... BAD NEWS..... I don't know how to do that.....

    ....to be continued....
    Last edited by 777merlin777; 04-26-2017 at 08:51 AM. Reason: Added update

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    Re: Looking For Alternatives to VBA/Maccro to AUTOMATE Data Entry

    It's all very simple - it will grow but will essentially keep the same structure
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    As you've found out, the code is in the Worksheet_Change event. This event gets fired automatically every time a cell is changed by the user (but bear in mind NOT when a cell changes as the result of a recalculation).

    It gets passed 1 parameter called Target. This represents the cell, or cells, that have been changed. For simplicity, just assuming only 1 cell is changed at a time.

    Target is actually a Rangeand a Range has properties like Row number, Column number, Full Address (A1, for example)

    There's a simple test to check which column was changed
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    If 2 or 3 then simply select one cell to the right of the changed cell

    If 4 then it checks the contents of the cell in Col 2 of the same row as the changed cell
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    If Female' then it skips over 2 columns to pass the DOB column, otherwise it skips over 1.

    Can't really be any simpler.

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    Re: Looking For Alternatives to VBA/Maccro to AUTOMATE Data Entry

    Quote Originally Posted by cytop View Post
    It's all very simple -...Can't really be any simpler.
    Well... I'm certainly not THERE (quote above) yet... BUT I really can see the POWER of being able to "automate" data entry that way....

    ....to be continued.....

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