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Looking for ideas on creating a spreadsheet or form

  1. #1
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    Question Looking for ideas on creating a spreadsheet or form

    I'm not sure what the best way is to go about solving this problem, so I thought I'd ask and see if anyone could put me in the right direction.

    The problem: We are an organization that collects money from people for different events. But, we have always had people pay separately for each event due to our budget line item structure and how we were recording things. Yes, that's a problem.

    EXAMPLE:
    Mr. Doe wants to buy Event A, Event B, and Event C. He sends in a payment for A, another payment for B, and another payment for C. We record each of those payments in separate tracking spreadsheets.

    The solution: We will have each person send one check for all events that they want and we will break it out into one tracking spreadsheet.

    EXAMPLE:
    Date Name Total Event A Event B Event C Event D
    8-1-13 Mr. Doe $60 X X X


    So, we need to be able to enter the person's information and then check off each event that they purchase. This data entry page (if it's a page and not a form) would be ongoing. Therefore every day we get a purchase, we just add it to the next line down.

    We must also have subsequent pages to track the purchasing of each event so that we can run reports or create a daily report page from the data.

    I hope I've explained myself well enough. I'd love to hear feedback on what you think would be the best way (as well as easiest way) to do this. Thanks!

  2. #2
    Forum Guru TMS's Avatar
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    Re: Looking for ideas on creating a spreadsheet or form

    See the prototype attached for a suggested approach.

    Regards, TMS
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    Trevor Shuttleworth - Retired Excel/VBA Consultant

    I dream of a better world where chickens can cross the road without having their motives questioned

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    Re: Looking for ideas on creating a spreadsheet or form

    Here is one way that might be useful.
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    Ron W

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    Re: Looking for ideas on creating a spreadsheet or form

    This is definitely where we need to be going with this. I will play around with it some more to understand it a bit better. When you say "Right click in Report" on the Event Income tab, what do you mean?

    Thanks!

  5. #5
    Forum Guru TMS's Avatar
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    Re: Looking for ideas on creating a spreadsheet or form

    He means right click on any cell in the range A3 to D5. You will see a context sensitive right click menu. Click on refresh to, well, refresh the table. Or you can "show the field list" and, with that, rearrange the pivot table.


    Regards, TMS

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