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Excel as a data base using Macros, VBA

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    Excel as a data base using Macros, VBA

    Is there a way for me to turn this information into a (very primitive) database? For example, for row "H" it says "Parts?" I would like to somehow create a drop down menu that says "yes" or "no". If clicked Yes I would like to automatically be able to fill in the next columns. If clicked "No" I would like to skip to column "Q" and resume the data entry.

    Also notice on row "T" where it says "service schedule date" I would like to create a macro that automatically pulls the necessary information I need (ie: SO, PO, Location Address) into a google apps calendar, that is linked with Outlook.

    I have hundreds of rows of data like this in my real spread sheet as this is what i use to keep track of EVERYTHING since my company does not allow us to use any type of CRM/or work order/scheduling software. I use this to keep track of billing, scheduling, clients, contract expiration dates, payroll, commission percentages, etc.

    I have been trying to learn about macros and VBA to help myself in some way but I am not finding anything specific to what I need. Please help! I am desperate. Any direction, advice, or tips would be GREATLY appreciated!

    Thanks!

    Sample Database.xlsx

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    Forum Expert dangelor's Avatar
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    Re: Excel as a data base using Macros, VBA

    Possibly start with using Data > Form as a basis for your db?

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    Re: Excel as a data base using Macros, VBA

    What do you mean by "Data > Form"? Are you referring to something located in the Data tab?

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    Forum Expert dangelor's Avatar
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    Re: Excel as a data base using Macros, VBA

    Yes, in earlier versions of XL in was under the Data menu. In xl2010, it has to be added to a custom group from Options>Customize Ribbon.

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    Re: Excel as a data base using Macros, VBA

    Thank you for your response. Are you talking about creating a "Form" from the developer tab? If so, I have tried to do this and have gotten confused. I'd appreciate any tips/resources you can provide.

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    Re: Excel as a data base using Macros, VBA

    Ok, I have found the "Form" button by customizing the ribbon. Now that I've found it, I have no idea what to do with it!

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