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  #11  
Old January 19th, 2008, 04:53 AM posted to microsoft.public.excel.setup
Jo4321
external usenet poster
 
Posts: 42
Default Excel or Access

I'm back. I was too curious to try it out, so I did some playing around with
it here at home, where I actually have time to check it out.

Using the Custom view is much easier than I thought it would be. It works
great! I think it will be just the right solution to get everything in one
place, yet have it easy to use with a small learning curve for all.

You guys are going to make me look good at work on Tuesday!

I have one question. Is there a limit to how many custom views you can
create and have up there on the tool bar?

Smiles,
Jo



I am also signed up to take a class in EXCEL next week that is being offered
to employees, but I have a feeling that it might only touch the surface and
not really delve into these more advanced functions.

I will definitely be revisiting this thread when I actually get the time to
to try some of your suggestions. Cause it seems only by doing can you
figure out which questions need to be asked.

Jo

  #12  
Old January 19th, 2008, 05:37 PM posted to microsoft.public.excel.setup
Roger Govier[_3_]
external usenet poster
 
Posts: 2,297
Default Excel or Access

Hi Jo

I'm sorry, but I don't know the limits for Custom View, but I am sure it
will be greater than the number you are likely to need for your Project.

Also, be aware that in XL2003, if you have used the DataLists feature on
any of your sheets, or in XL2007 if you have used the InsertTable feature,
then you will not be able to use Custom Views.


--

Regards
Roger Govier

"Jo4321" wrote in message
...
I'm back. I was too curious to try it out, so I did some playing around
with
it here at home, where I actually have time to check it out.

Using the Custom view is much easier than I thought it would be. It
works
great! I think it will be just the right solution to get everything in
one
place, yet have it easy to use with a small learning curve for all.

You guys are going to make me look good at work on Tuesday!

I have one question. Is there a limit to how many custom views you can
create and have up there on the tool bar?

Smiles,
Jo



I am also signed up to take a class in EXCEL next week that is being
offered
to employees, but I have a feeling that it might only touch the surface
and
not really delve into these more advanced functions.

I will definitely be revisiting this thread when I actually get the time
to
to try some of your suggestions. Cause it seems only by doing can you
figure out which questions need to be asked.

Jo

  #13  
Old January 19th, 2008, 05:42 PM posted to microsoft.public.excel.setup
Roger Govier[_3_]
external usenet poster
 
Posts: 2,297
Default Excel or Access

Hi Chuck

Good to see you also.
.........it seems like every day I learn something new in Excel.......

I don't think any of us will ever stop learning.
Such a rich range of features (as well as annoyances!!).
Like you, I have many clients who know Excel reasonably well, and want to
stick with that rather than go the Access route. I agree with you entirely,
that even though it may not be the most efficient tool in some
circumstances, as long as one achieves what the client wants, and feels
comfortable in using, that is the acid test.
--
Regards
Roger Govier

"CLR" wrote in message
...
Hi Roger...........
Good to see you, and thanks for the compliment. Thanks also for
suggesting
the Custom Views feature to the OP. I've never used it personally, but
from
your description it should serve the OP well in this instance. Something
else for me to play with.........it seems like every day I learn something
new in Excel.......

Vaya con Dios,
Chuck, CABGx3





"Roger Govier" wrote:

Hi Jo

in addition to the excellent advice Chuck has given you, you can hide
columns, rows etc without using VBA (Visual Basic for Applications) if
you
wish by using
ViewsCustom Views.

Select the columns you wish to see, by hiding the ones that are not
relevant
for that particular purpose, then select ViewsCustom ViewsAddgive it a
meaningful name.
Unhide all the columns and do the same thing, but call that Normal or
Full.
You can create as many views as you wish in this manner, and select them
at
will.

To make selection easier, add Custom Views to your toolbar.
ViewToolbarsCustomisechoose View in the left hand panedrag Custom
View
from the right hand panedrop in somewhere on your toolbar
(Note it must be somewhere before the final dropdown at the end of the
toolbar)

Now, you will have the different views available as a dropdown at all
times.

If you also mark the top row (header row) of your sheet, and choose
DataFilterAutofilter, you will find that you can easily filter your
data
within any view, to show only the rows that you wish.

--

Regards
Roger Govier

"Jo4321" wrote in message
...
Awesome CLR. That would work for us, I think, if I could combine the
info
into one spreadsheet but still have the data easy to view. I didn't
know
that there was a way to view unweildy spreadsheets to "hide" some of
the
columns

Now, so I can look up tutorials on how to do this, what would that
process
be called? (making buttons that have some kind of code to hide the
columns)

Also, what does the acronym VBA mean that you mentioned a few times.

Thank you.
Jo

"CLR" wrote:

Personally, I would combine as many of the different spreadsheets as I
could
into one master file. You have over 250 columns and 65000 rows to
play
with.
Viewing is no problem if taken into the design. For instance, you
can
have
a main menu that would have buttons for various categories of
information,
such as "Personal", "SkillSet", or whatever your various different
files
now
separate, and when each button is pressed, only the columns for that
category
are visible, the rest are hidden.......or the whole thing can be
viewed
at
once if desired. As for Reporting, or Analysis, specific columns and
or
rows
can be pulled out of this database and moved to a "working" sheet for
processing and formatting that does not affect the database. If you
must
deal with information in multiple Excel files, it is doable with
VBA.....each
file can be opened from the master file, when needed, Edited, or
information
extracted, and then the file closed, all under program (VBA) control.
Virtually anything you can imagine doing by manual means, can be
automated
with VBA and Excel can do at the push of a button.

I have written small programs in Excel whereby the user gets a
downloaded
file from the company computers. They open my program, retrieve the
downloaded file, and extract data from it, format the data for
presentation,
run calculations and other analysis on the data, and even email
portions
of
it to others. The downloaded file can be in the form of an Excel
file, a
text file, a .pdf, or it could be the result of a MSQuery of and
external
database from Access, Excel, or other database programs.......the
possibilities are endless. It does not matter if Excel is THE most
efficient
program to do all the things one might want to do in, but that it CAN
do
those things and the user is comfortable with it, so thereby will use
it.
The pureists will argue that point, but who cares? No matter how nice
a
program is or how efficient, if the user is uncomfortable with it,
they
won't
use it.

  #14  
Old January 19th, 2008, 11:24 PM posted to microsoft.public.excel.setup
CLR
external usenet poster
 
Posts: 323
Default Excel or Access

Thanks Roger, I appreciate your remarks. It gets lonesome sometimes
supporting our position, but I believe it in my heart to be best. And, as a
matter of fact, I even used your "Custom Views" suggestion for the client I
was working with Friday.....he's not really in to VBA and it solved the
problem for him perfectly.

Vaya con Dios, my friend,
Chuck, CABGx3




"Roger Govier" roger@technology4unospamdotcodotuk wrote in message
...
Hi Chuck

Good to see you also.
.........it seems like every day I learn something new in Excel.......

I don't think any of us will ever stop learning.
Such a rich range of features (as well as annoyances!!).
Like you, I have many clients who know Excel reasonably well, and want to
stick with that rather than go the Access route. I agree with you

entirely,
that even though it may not be the most efficient tool in some
circumstances, as long as one achieves what the client wants, and feels
comfortable in using, that is the acid test.
--
Regards
Roger Govier

"CLR" wrote in message
...
Hi Roger...........
Good to see you, and thanks for the compliment. Thanks also for
suggesting
the Custom Views feature to the OP. I've never used it personally, but
from
your description it should serve the OP well in this instance.

Something
else for me to play with.........it seems like every day I learn

something
new in Excel.......

Vaya con Dios,
Chuck, CABGx3





"Roger Govier" wrote:

Hi Jo

in addition to the excellent advice Chuck has given you, you can hide
columns, rows etc without using VBA (Visual Basic for Applications) if
you
wish by using
ViewsCustom Views.

Select the columns you wish to see, by hiding the ones that are not
relevant
for that particular purpose, then select ViewsCustom ViewsAddgive it

a
meaningful name.
Unhide all the columns and do the same thing, but call that Normal or
Full.
You can create as many views as you wish in this manner, and select

them
at
will.

To make selection easier, add Custom Views to your toolbar.
ViewToolbarsCustomisechoose View in the left hand panedrag Custom
View
from the right hand panedrop in somewhere on your toolbar
(Note it must be somewhere before the final dropdown at the end of the
toolbar)

Now, you will have the different views available as a dropdown at all
times.

If you also mark the top row (header row) of your sheet, and choose
DataFilterAutofilter, you will find that you can easily filter your
data
within any view, to show only the rows that you wish.

--

Regards
Roger Govier

"Jo4321" wrote in message
...
Awesome CLR. That would work for us, I think, if I could combine the
info
into one spreadsheet but still have the data easy to view. I

didn't
know
that there was a way to view unweildy spreadsheets to "hide" some of
the
columns

Now, so I can look up tutorials on how to do this, what would that
process
be called? (making buttons that have some kind of code to hide the
columns)

Also, what does the acronym VBA mean that you mentioned a few times.

Thank you.
Jo

"CLR" wrote:

Personally, I would combine as many of the different spreadsheets as

I
could
into one master file. You have over 250 columns and 65000 rows to
play
with.
Viewing is no problem if taken into the design. For instance, you


can
have
a main menu that would have buttons for various categories of
information,
such as "Personal", "SkillSet", or whatever your various different
files
now
separate, and when each button is pressed, only the columns for that
category
are visible, the rest are hidden.......or the whole thing can be
viewed
at
once if desired. As for Reporting, or Analysis, specific columns

and
or
rows
can be pulled out of this database and moved to a "working" sheet

for
processing and formatting that does not affect the database. If you
must
deal with information in multiple Excel files, it is doable with
VBA.....each
file can be opened from the master file, when needed, Edited, or
information
extracted, and then the file closed, all under program (VBA)

control.
Virtually anything you can imagine doing by manual means, can be
automated
with VBA and Excel can do at the push of a button.

I have written small programs in Excel whereby the user gets a
downloaded
file from the company computers. They open my program, retrieve the
downloaded file, and extract data from it, format the data for
presentation,
run calculations and other analysis on the data, and even email
portions
of
it to others. The downloaded file can be in the form of an Excel
file, a
text file, a .pdf, or it could be the result of a MSQuery of and
external
database from Access, Excel, or other database programs.......the
possibilities are endless. It does not matter if Excel is THE most
efficient
program to do all the things one might want to do in, but that it

CAN
do
those things and the user is comfortable with it, so thereby will

use
it.
The pureists will argue that point, but who cares? No matter how

nice
a
program is or how efficient, if the user is uncomfortable with it,
they
won't
use it.



  #15  
Old January 23rd, 2008, 10:37 PM posted to microsoft.public.excel.setup
Jo4321
external usenet poster
 
Posts: 42
Default Custom Views (was: Excel or Access)

I'm back with more questions.

I set up my spreadsheet with the custom views and the form entry and put
those two things on my toolbar. When others pull up the spreadsheet on the
network, they do not have the things I added to the toolbar. Do I have to go
to each computer and set up each persons toolbar to show the form and custom
view buttons?

Thanks,
Jo

  #16  
Old January 23rd, 2008, 11:46 PM posted to microsoft.public.excel.setup
Gord Dibben
external usenet poster
 
Posts: 20,252
Default Custom Views (was: Excel or Access)

Adding buttons to your Toolbar does not give users access to those buttons on
their computer or account.

You can create a Toolbar with the buttons by code in the workbook.

OR you could create a Toolbar through ToolsCustomizeToolbarsNew.

Add a couple of buttons to that toolbar then Attach it to the workbook via
ToolsCustomizeToolbarsAttach.

The safest and best method is on the fly code in the workbook to create then
delete when the workbook is closed.

For sample code and a downloadable workbook see Debra's site.

http://www.contextures.on.ca/xlToolbar02.html


Gord Dibben MS Excel MVP

On Wed, 23 Jan 2008 13:37:02 -0800, Jo4321
wrote:

I'm back with more questions.

I set up my spreadsheet with the custom views and the form entry and put
those two things on my toolbar. When others pull up the spreadsheet on the
network, they do not have the things I added to the toolbar. Do I have to go
to each computer and set up each persons toolbar to show the form and custom
view buttons?

Thanks,
Jo


  #17  
Old April 17th, 2009, 03:24 PM posted to microsoft.public.excel.setup
Steve A
external usenet poster
 
Posts: 52
Default Excel or Access

I know this is an old post, however I feel access has been a bit
misrepresented!
Access wuold be able to achieve everything set out here and can be really
easy to use if set up correctly, with forms displaying data however you want.
and quereying the data can be made to be very straightforward.
It's a different way of thinking to set up than excel. but once you've made
the change, you'll never go back!

A database is really what is required here not a spreadsheet...
--
steve adlam


"Jo4321" wrote:

I kind of crossposted over on the Access forums, but I need some opinions.

I'm in a new job with a college sports team and there is an existing roster
of team members on Excel. It contains all the usual info name, address,
ssn, position played, hght., weight.. etc. There are other spreadsheets with
team member with other info, such as home of record, parents names, summer
address, etc. There are other spreadsheets with
possible recruits with similar information. The coaches are familiar with
the excel format.

I'd like all the info to be in one place. But it seems that if I put it all
into one spreadsheet, it is going to have a heck of a lot of fields and would
be unweldy to view. Plus the possible recruits would be mixed in with the
current team members (even though I'd have a field that could be checked
"team or recruit".

Is there a way to connect the various separate excel spreadsheets somehow so
that they'd work together?
Or is the only way to have these connections by
using a database program such as access?

I use the spreadsheets to generate correspondence, roster lists for the
coaches, labels, nametags, etc. I also use it for reports (names of recruits
who visited etc),The coaches will often use the info by using "save as" and
then deleting the stuff they don't need and adding stuff they do. ( One
example, the "lifting coach" will copy the names and heights and weights and
then add his own columns for their workouts.)

If I switch this stuff over to access, will what I gain in flexiblity be
lost in the coaches ability to manipulate the data themselves? (I could do
the same thing that the lifting coach does by using a directory merge with
word, but the coaches aren't as familiar with mail merge as I am.) There are
many other examples of times when the coaches would need to grab this data,
so I'm wondering if I ought to just leave it all in excel.

So what are the pros/cons access/excel in my situation?

TIA,
Jo




 




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