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Help with deciding where to start with creating my own excel spreadsheet for my work.

  1. #1
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    Help with deciding where to start with creating my own excel spreadsheet for my work.

    I need to have a master list of my contracts for work in sheet one. Some info thats included on my first sheet is below.

    MASTER JOB LIST
    JOB CUSTOMER INSPECTOR STANDARDS TOTAL STRUCTURES CLOSE OUT REMAINING
    FL-1573 (TMS) KTA 2013
    FL-1566 (CAC) BV 2013
    FL-1628 (MIDASCO)AMEC 2014
    FL-1713 (FSC) KTA 2015
    FL-1728 (TAG)
    FL-1775 (SICE) KTA 2017-2018
    this sheet will be kind of like a dashboard and would like to make links that connect to other workbooks i have made that show case all the info for that job for example fl-1775 i would click it to take me to another book. Or should i be setting everything up in one workbook with multiple pages that display the info once you click on that job number ?
    JOB: FL-1775 DESCRIPTION SHOP FOLDERS CLOSE OUT
    STRUCTURE # Y/N W/ DATE PACKAGE LINK
    11001 54S505 STA 644+92
    11002 54S506 STA 1098+59
    11003 54S507 STA 1394+46
    11004 54S508 STA 1497+24
    11005 35S005 STA 1833+77
    11006 35S006 STA 1991+67
    this is what i have so far on my second page for a job link that i want to make and show case this information to let me know how many more close out are remaining in the whole job. Should this be on its own separate workbook ? or would it be ok to keep on the second sheet. and if so should i put all of my jobs on this one sheet or should i make a sheet per job?
    Ask you can see im in need of some help. and I am a fast learner.

  2. #2
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    Re: Help with deciding where to start with creating my own excel spreadsheet for my work.

    Welcome to the board!

    Nobody knows your business better than you! Whether the job info sheets should be separate or not depends on how many you'll have and what you plan to do with them. Personally, my primary workbook has a few dashboard-like sheets and about 75 subcontractor sheets. I prefer them all in one book, but I have the luxury of knowing that my number of subcontractors won't fluctuate mid-year. If you're anticipating hundreds of job sheets that all need their own space, then maybe they're better off as linked workbooks rather than included worksheets. Alternatively, you might consider keeping open jobs in the main workbook with your dashboard and moving them out of the main workbook once they're closed. It all depends on how you plan to operate (and your system's capabilities - Excel 2003 might be limiting).

    I would advise separating your mind from the technology for a moment and mapping out a flow chart of what should happen with the information. Consider how it would look, ideally, if it were all done with just paper; what would be stapled together? Stay in a folder together? What would be sorted/stored separately? Experimenting in Excel can be informative, but it's usually more efficient to map out your workflow first. It sounds like that's what you're trying to do, but you're the workflow expert, not us. Once you have an idea and a sample workbook to post, there are plenty of people here who can help you to get things operating smoothly.

    Good luck!
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