Date-orientated update of cells in different spreadsheets

[omb]

Dear Excel experts!

Hope I am right here...

I would like to create a customer-orientated & task daily checklist.
Basically, I want to have a single spreadsheet (spreadsheet1) and worksheet
(worksheet1) with customer names along the left (1 per row) and tasks along
the top (1 per column) which I update on a daily basis. Once the task has
been performed for a customer, a value will be written in the appropriate
field i.e. for customer1, the task1 result "passed" would be typed into B2,
however, for customer2, task1 might have "failed" which would be typed into
C2.

I would then like this value "passed" or "failed" (or other value) input
automatically written to another customer-oriented speadsheet
(speadsheet_cust1). This value needs to be written in the correct
spreadsheet (determined by the name of the customer in spreadsheet1) and
appropriate date-orientated field depending on the day & month the task was
actually performed in the original worksheet.

If this can be done, I can quickly fill out a daily checklist, the results
of which are automatically written to their respective
customer-spreadsheets, which I could open to see the results of tasks on a
daily / monthly basis. For this 'destination' customer-orientated
spreadsheet, my thoughts were a new spreadsheet per customer (named
spreadsheet_cust1, spreadsheet_cust2...) and separate worksheets per month
(worksheet_jan, worksheet_feb...), with days of the month along the left (1
day per row) and task along the top (1 per column).

Finally, I don't mind if the original checklist spreadsheet1 requires input
for the month (i.e. value 10 for October) and day (value 12 for the 12th) -
if this is automatic, even better. From these values, perhaps the correct
customer speadsheet's worksheet cell position could be determined?

Is this possible and do I make any sense at all? I am new to Excel and have
little function or programming experience - go easy on me! Thanks for your
comments or tips...

[[email protected]]

Excel is for wimps.

use a database for this project.

[Bernie Deitrick]

buckie,

Do yourself a favor, and use a database (within Excel). Set up the database
on a single sheet with four columns, headed as:

Date
Customer Name
Task
Status

Enter your data points by filling out one row per data point. Then you can
use autofilter to show the data by day, month, year, customer, task, or
status, etc... simply by using different filters.

You could use data validation on the Customer Name, task, and status fields,
and that would make you life a whole lot easier.

If you have any questions, post back.

HTH,
Bernie
MS Excel MVP


"omb" <[email protected]> wrote in message
news:[email protected]...
> Dear Excel experts!
>
> Hope I am right here...
>
> I would like to create a customer-orientated & task daily checklist.
> Basically, I want to have a single spreadsheet (spreadsheet1) and
> worksheet (worksheet1) with customer names along the left (1 per row) and
> tasks along the top (1 per column) which I update on a daily basis. Once
> the task has been performed for a customer, a value will be written in the
> appropriate field i.e. for customer1, the task1 result "passed" would be
> typed into B2, however, for customer2, task1 might have "failed" which
> would be typed into C2.
>
> I would then like this value "passed" or "failed" (or other value) input
> automatically written to another customer-oriented speadsheet
> (speadsheet_cust1). This value needs to be written in the correct
> spreadsheet (determined by the name of the customer in spreadsheet1) and
> appropriate date-orientated field depending on the day & month the task
> was actually performed in the original worksheet.
>
> If this can be done, I can quickly fill out a daily checklist, the results
> of which are automatically written to their respective
> customer-spreadsheets, which I could open to see the results of tasks on a
> daily / monthly basis. For this 'destination' customer-orientated
> spreadsheet, my thoughts were a new spreadsheet per customer (named
> spreadsheet_cust1, spreadsheet_cust2...) and separate worksheets per month
> (worksheet_jan, worksheet_feb...), with days of the month along the left
> (1 day per row) and task along the top (1 per column).
>
> Finally, I don't mind if the original checklist spreadsheet1 requires
> input for the month (i.e. value 10 for October) and day (value 12 for the
> 12th) - if this is automatic, even better. From these values, perhaps the
> correct customer speadsheet's worksheet cell position could be determined?
>
> Is this possible and do I make any sense at all? I am new to Excel and
> have little function or programming experience - go easy on me! Thanks for
> your comments or tips...
>