Hi I am making an Excel Spreadsheet to act as a database for my charity and I am struggling with a few things. Firstly, I am used to using other database programmes, but have never used Excel in this way, nor am I particularly good at Excel. So layman’s terms please!! Or whatever is beneath a layman!!
I am using Excel 2007, and due to a whole bunch of complications with compatibility and trustees etc, we need to make this database in Excel, not Access or any other software.
Let me describe the spreadsheet first. It has several tabs
Contacts – usual thing, Contributor ID Number, title, First Name, Last Name, contact details, etc,
Campaign – this is to list details of the different projects we fund (i.e. scholarship, clinic, etc). Has columns such as Launch Date, Fundraising Goal, Fundraising Status
Events - this is to list details of events, which could be an actual event or an online appeal, or a mail shot, etc. Has columns such as Related Campaign, Start Date and End Date
Donations – this is to list details of donations. Has columns such as Contributor ID, Last Name, First Name, Campaign, Event, Amount, Payment Date etc
Here are a list of the things I am hoping to do.
1. Generally cannot figure out how to make a dynamic query, i.e. a list of all donors in UK, or a list of all donations not yet paid. Is this possible in Excel?
2. On the campaigns page, for each campaign, would it be possible to have a running total of how much has so far been raised for this campaign? The amounts would have to be taken from the Donations page, from the column called Amount. The formula would have to only include donations to that specific campaign. So what I want is a column in Campaigns page which looks to the Donations page, selects only donations to that specific campaign, and adds the amounts up of these donations. Is that possible?
3. If point 2 is possible, is it possible to add an extra defining criteria and add up all donations to a specific campaign during a specific year (using donation date info) and put it in a column in the campaigns worksheet?
4. I think similarly, would it be possible to add u-p all donations relating to a specific event and add them up and put them in a column in the events worksheet?
5. In the donations page, there are columns for Contributor ID number, First Name and Last name (as in the Contacts page). I would like to make it so that if I enter Contributor ID page, it automatically fills in Last Name and First Name column info, and vice versa, which it would take from the Contacts page.
I hope this makes sense. Let me know if I need to clarify!
Thanks so much in advance!
Dee
Bookmarks