Here’s a basic style spreadsheet detailing what I want to do. It is to make an electronic version of my milk book – I am a milkman – that I can used on a IPad type tablet. I am not particularly Excel savvy and may be expecting too much from other members, but we all love a challenge.
I’d like to know if members think this is possible.
• “Prices” are obviously what’s used to calculate the daily, weekly and monthly totals.
• “Customers&Orders” is the permanent order
o Column B – types – are the types of milk. I would like to not have to enter all the details; just start typing and get the options – from “prices” - of completing the box as you do when it’s on the same sheet.
o Best option would be if it would also include the colours then it is easier to read in the dark.
o Is it possible to also transfer the colours to the MWF boxes? When I choose the type of milk in column B (B8) the MWF boxes’ backgrounds would automatically be filled with the appropriate colour, as in D8. Only the background though.
• “CustomersLiveWeeklyView” needs to be date specific so that any changes during the week can be updated “live” and will transfer to the Collecting sheet and alter amounts owing.
o The cell values – milk amount – need to take their default values from the corresponding cells in “Customers&Orders”.
• “Collecting” will be the page where all the amounts owing are shown
o Automatically transfer columns A and H only from “CustomersLiveWeeklyView”. These are the only two columns needed when I collect my money, but I will need to view future weeks to add any changes – holidays and such.
o Column B (H) to display total amount accrued since last payment; fortnightly, monthly or whatever is owing.
o Could column C have the option to just choose yes or no, i.e. yes = paid in full, no = not paid, and this updates the “balance” cell? (Would save time instead of having to enter however much paid in column D every time).
There needs to be an embedded macro that automatically saves every minute; just in case. And to transfer/update to PC.
Think I’ll leave it like this for the moment. There’ll be more tweaks later, probably a few things I’ve forgotten, and plenty of testing .
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