+ Reply to Thread
Results 1 to 5 of 5

Looking for ideas on creating a spreadsheet or form

  1. #1
    Registered User
    Join Date
    08-15-2012
    Location
    Michigan
    MS-Off Ver
    Excel 2010
    Posts
    13

    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
    Join Date
    07-15-2010
    Location
    The Great City of Manchester, NW England ;-)
    MS-Off Ver
    MSO 2003,2007,2010
    Posts
    33,426

    Re: Looking for ideas on creating a spreadsheet or form

    See the prototype attached for a suggested approach.

    Regards, TMS
    Attached Files Attached Files
    Trevor Shuttleworth - Excel Aid

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

    'Being unapologetic means never having to say you're sorry' John Cooper Clarke


  3. #3
    Forum Expert newdoverman's Avatar
    Join Date
    02-07-2013
    Location
    Port Dover, Ontario, Canada
    MS-Off Ver
    2010
    Posts
    10,330

    Re: Looking for ideas on creating a spreadsheet or form

    Here is one way that might be useful.
    Attached Files Attached Files
    <---------If you like someone's answer, click the star to the left of one of their posts to give them a reputation point for that answer.
    Ron W

  4. #4
    Registered User
    Join Date
    08-15-2012
    Location
    Michigan
    MS-Off Ver
    Excel 2010
    Posts
    13

    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
    Join Date
    07-15-2010
    Location
    The Great City of Manchester, NW England ;-)
    MS-Off Ver
    MSO 2003,2007,2010
    Posts
    33,426

    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

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Spreadsheet takes so long to open any ideas?
    By hermithead in forum Excel General
    Replies: 1
    Last Post: 11-25-2009, 01:06 AM
  2. Creating a authorisation tracker - any ideas?
    By Trick in forum Excel General
    Replies: 2
    Last Post: 05-19-2008, 01:22 PM
  3. Ideas for a professional spreadsheet?
    By squares in forum Excel General
    Replies: 3
    Last Post: 11-16-2007, 05:23 AM
  4. creating/manipulating form controls placed on a spreadsheet in excel using vba
    By jeff.naifeh@gmail.com in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 08-14-2005, 10:05 PM
  5. Creating a form using a spreadsheet
    By Sam in forum Excel General
    Replies: 2
    Last Post: 05-15-2005, 04:06 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1