Creating A Form And Storing Information?
Dec 14, 2011
This challenge may be better handled in Access or a true database but the person making the request only uses Excel.
1. Create a form that will accept names, dates, and grades.
2. Store the information on a separate worksheet so that it's being accumulated and reports can be ran from it.
I'm aware of Excel's automatic form but it doesn't allow for validation.
Example: some score ranges are 0-5 others are 0-15. We can't allow for a 12 to be put in where the max is 5.
I know how to do the validation. The big challenge now is telling Excel: I've completed entering this record. Now clear, and start a new record on the next row?
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Nov 5, 2006
I need to create a form that if you were to enter a name in the text box it would fill all the information across that row into other boxes on the form. Basicly if I type John Doe in the text box it would look in col A for John Doe and then put whats in the cells on that row into different boxes on my form. I have tried searching but I have had no luck. Im very new to forms so this is a great experience.
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Apr 1, 2009
I've created a workbook that I use daily. The workbook has two sheets. One for entering information. The other for storing information.
On the first sheet, I enter health information about myself. I also enter the date.
On the second sheet, I have rows dated from January 1, 2009 to December 31, 2009. If the date entered on the first sheet matches January 1, 2009, then the information is copied to that respective row. If the date entered on the first sheet matches January 2, 2009, then the information is copied to the corresponding January 2, 2009 row, etc, etc.
So far so good. I enter the information, the date, and instantly the information is copied over. I save the workbook and go to sleep happy................
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Sep 10, 2008
I am trying to do is create and link and user form to put information into a spreadsheet. Layout of the form is done but I'm not sure how to link the cells. Also, there are some cells pre-filled that should show up on the form but I don't want the user to change those (columns a,b,c - guessing i will protect those).
Would be great if the user could navigate rows within the form so I included buttons for previous and next entries (this feature would be very similar to the built-in data form that excel provides). My sample spreadsheet is attached.
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Jul 28, 2014
I have a userform that searches a data base for an address an pulls up the corresponding information. I was wondering if there was a way to get it so that if I put 1234 5th Street when it puts the information into the data base it would separate it into two cells so 1234 would be in one section and 5th street would be in another.
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Feb 19, 2007
I have a wb containing several sheets that the field supervisors use to fill out for ordering material. Each sheet contains different types of material. The problem is that, if they only need one particular item from each type (sheet), they have to print 7 or 8 sheets just for those 7 or 8 items. I want to create a sheet that will list everything they are ordering in one compact, neat area, so they only have to print one sheet.
The set up of the sheets goes like this. There's a column containing the name of all the items. Next to each item is a place they can specify how many of that item they want. They leave it blank if they don't want any. That's it. Really quite simple.
So now, I need this new sheet to find all the cells that a quantity was entered on the other sheets, and list that and the description of the item wanted, along with what type of material it is. I have figured out one way of doing it, but it would take a crap load of hidden IF formulas, and I know there has to be a simpler way. I'm open to all suggestions - whether it's vb codes or formulas, it doesn't matter to me.
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Sep 20, 2013
I have a userform that will be a 'work order' for repairs. The ladies in the office can fill out all the blanks that will be entered into the spreadsheet. Each time someone is done, it will plug the information on the next available row on the spreadsheet. Easy enough.
What I need is putting a 'work order number' on the form. I have put numbers (101, 102, 103...) in Column A on the spreadsheet. I would like the form to pull the next available number and put it at the top of the Userform. I want this number to be 'locked' in so the ladies can't change it.
My goal - when the ladies are filling out the form, they can see what 'work order number' has been assigned and can give this number to the maintenance.
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Aug 17, 2007
I'm trying to do is create a macro that will autopopulate information from a source sheet. What I have is a different route sheet for 25 or so technicians within my company on one worksheet.
I want to be able to have a source sheet that I can change daily and have it autopopulate the information needed into the appropriate cells/sheets from this one source sheet.
I am pretty sure there is a way to do this, but I'm not familiar enough with creating macros to do this myself, although if I had an example of one cell and a simple explanation of how to fit this to the information needed I think I could do this on my own.
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Jun 14, 2007
I have a spreadsheet that I am trying to use as the 'master'. I want to break down this master by category (Column D) and label the worksheet by category (AA, Code, SQL...)
I need for the code to search the D1:D500 column and find "AA", "Code" or "SQL" and place the entire respective row on each respective worksheet. Then sort by colmn E. There are columns a:h that need moved to each sheet.
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Jun 19, 2007
I have a large spreadsheet (1000-plus entries) that all have about 10 or 15 columns of information (product title, product number, etc).
I also made a form that I want to use as a master form, where all the titles will not change.
What I am wanting to do is, by going off the product number, when you click it, this pre-made master form will pop up, and all the information that was located on the large spreadsheet for this product number will be inserted where it is designated to be on the master form.
While I could probably do something like this through Access, we need to keep it on Excel, and in the same workbook so that it will automatically update things once I put a new number or input onto the large spreadsheet.
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Apr 19, 2006
I'm trying to use a VB code to insert check box in excel. I have 1000 records and i need to insert 1000 cehck box. I know how to do it manually for few but to do it for 1000 that just going to take too long.
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May 7, 2014
I am trying to get a grip on my gas n electric bills. My problem is in creating a formula to convert the info I have into the final bill.
The info I have is -: days of use, amount of G n E used, standing charge, price/unit and discounts applicable. For simplicity I have converted them all into a rate per day and £GB. I tried the following formula
:-(standing charge per day * days used)+(cost per KWH * No.of KWH used) - (discounts * days used) / (100) * (94)
This last one is to account for a direct debit 6% discount. I used cell address for things like No of days usage and KWHs used in the period. The values in these cells have themselves been calculated via a formula from other info. The results I get seem to be a constant variable which indicates that I am doing it wrong.
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May 9, 2012
I am new to using Macros and have not had great progress building a macros to make my life easier.
What I am trying to do
-In my main database tab 'FW Telecom' Use column A ( a set of numbers) to create a new tab based on that number, with a 'FW' infront IE ( column A shows 11, i want the tab to read FW 11)
-I want to create one for every number in the column
-Then I would like to copy my 'Template' tab to each new tab.
-From there I would like to fill in the information in the new tabs from the main database tab 'FW telecom'
-Since they will all be copies of the original template, i figure i can just get it to pull from the first column A and then fill in the info.
Not too much in theory going on here, just take my database and move the pertinent information to a user friendly look which I set up in 'template'
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Oct 24, 2007
I have created a userform but just unsure how to format the code in order to get information to appear in a spreadsheet
http://www.srfl.ca/userform.htm
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Feb 6, 2009
I know this problem could be easily solved with the use of access. Unfortunatly I can only use excel. I am creating a uniform stock database. I a trying to create a user friendly face sheet, so that the operator does not have to have any knowledge of excel to use it. My question is to do with a data entry form. Sheet 2 of my spreadsheet has a list of all uniform in stock. At the moment it has two coloumns, "uniform type" and "uniform size". Is it possible to create a form on sheet 1 (the user interface) where a user could imput the type and size of an article of uniform that had just come in, and have it automatically added ot sheet 2?
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Mar 10, 2013
I've got a spreadsheet that contains company names and columns with specific information about each company. There is a different company in each row. I have a form (text bow) at the top of the spreadsheet that I would like to auto-populate with the row's information when the user clicks on a row. How do I go about doing this?
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Oct 31, 2012
I'm using below code for creating check-boxes dynamically on a form:
Code:
Do
Set cb = Me.Controls.Add("forms.checkbox.1", "Cb_" & option_counter, True)
With cb
.Left = 100
.Top = 100 + height_diff
.Caption = Sheet1.Cells(quest_num, option_counter + 1).Value
End With
height_diff = height_diff + 30
option_counter = option_counter + 1
Loop Until option_counter = total_options + 1
It is working fine.....Now after this, I want to check which are the chechboxes whose value is true. How do i do that?
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Sep 23, 2006
I need to create a form that if you were to enter a name in the text box it would fill all the information across that row into other boxes on the form. Basicly if I type John Doe in the text box it would look in col A for John Doe and then put whats in the cells on that row into different boxes on my form. I have tried searching but I have had no luck.
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Aug 2, 2012
I am a personal loans officer and have created a worksheet to input a range of information about an application. The information is personal details and details about the loan. The data I input runs down Column D [with line breaks to seperate the answers into categories] with the question beside it in Column C.
I do this for every new application as I use it for reporting on my loans as well as mail merge to produce documents for the loan.
Currently I am doing one per loan but would like to have a button at the bottom of the page that once clicked, it will push the data onto another worksheet so that all my loans for that month are on the one spreadsheet. The data will be pushed onto a row, not a column, but it will also need to find the next available row to put the data on.
Once the button is clicked, the first worksheet will clear ready for the next loan to input and the data will transfer to the 2nd spreadsheet. And, if possible, on the first sheet will be a drop down list of all the current loans so I can recall any application details to the first sheet if needed to update details. So if the 'loan number inputed' already exists, it wont create a new line on the 2nd spreadsheet, but will know just to update the fields.
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Dec 10, 2013
I have a formula which looks in a folder for a file and returns the cell I want from that folder and work book
='H:NCHOCall CentreCall Centre ResourcingStats[NHC_Telephony_Daily_2012-11-27.xls]NHC Daily'!$E$55
as you can see I have a date in the middle, I want it to reference to a cell with a date in and return the information from that document with the change in date. So all I have to do is drag the formula down and it will return the info i want out of each report.I think it might be an add on that I need to download?
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Jan 21, 2010
I'm wanting to create a simple form type interface for the viewing and changing of data one record at a time. What I'd like is on sheet one, and simple portait form to display
First Name
Surname
House Name
Address Line 1
Address Line 2
Town
County
on sheet two each column will be one of the above fields and each row will be a new record. Is there a way to do this in excel? Im trying to create a simple user experience that hide the rows & colums.
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May 14, 2006
I'm trying to make a spreadsheet that will track my expenses. What happens is I enter in my daily expenses in a "Notes" worksheet. This includes the date, whether it's a debit/credit, and what category is it (rent, tuition, entertainment, work income etc). It looks like this
Date - - - - - - Debit - - - Credit - - - Category
1-May-06........................$500...........Rent
4-May-06........................$30 ..........Dining out
etc..
Then I have another worksheet called "Expense outline" which pretty much sums all expenses in each category and displays a summary. So it would show how much I have spent in total on each category for each month. Looks something like this
------------------May-----------June---------July...
Rent..................$300
Cable/TV............$50
Internet.............$50
Dining out..........$100
Entertainment.....$50
So what I did for the Entertainment summary for the month of May was, I used a SUMIF(column of categories, "Entertainment", column of credits). This will look for the category name "Entertainment" in my "notes" worksheet, and sums the corresponding amount from the credit row. The problem is, I also want to include it so that it will automatically differentiate between the different months. Right now, when I'm choosing the column of categories for May, I select only the cells in the month of may when I'm choosing my column of categories and credits.
For example:....................
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Aug 23, 2013
My problem is I cannot copy from a Form Control drop down box, and I need to do this for ~10 drop down boxes in about 200 xls files. The files follow a template so the drop down button Inputs are uniform. Here is some more detail:
I’m building an Access Database so that our data (currently in many, many Excel Spreadsheets) can be efficiently queried. The old system was that when asset data was collected, the data would be entered into an Excel spreadsheet, using a Template. So for example:
Project A1234
Name
Main Street Pipe
High Street Pipe
Ref No.
12345
12346
Installation date
22/08/13
19/07/12
X Coordinate
55667
99212
Y Coordinate
77889
12364
We have hundreds of these files, but I managed to get all the files in one folder and Paste and Transpose the data from the relevant Cell Ranges in each file (using a VB sub) into ONE summary sheet. Success; or so I thought.
Unfortunately for one generation of the template (people changed them slightly every year), the template had people enter information into Drop Down Menus. Not a problem when they’re associated with a cell, but these were free floating Form Controls.. so you can’t actually click and copy from them, or call them in VB as you would a specific cell.. afaik.
So my issue is how can I extract the data from those Form Buttons? I’ll try and provide as much info as I can:
Firstly I tried to find some sort of identifier for each Form Button. The dropdowns are called Combo Boxes, (Developer tab > Insert > Combo Box (Form Control) ), and when you select them (by right clicking) and hit the View Code button in Developer Tab > Controls the following shows up in VB.
Sub DropDown44_Change()
End Sub
I’m guessing that the number is related to the button so that’s one useful thing, an identifier of sorts. There’s no actual code there though really from what I can see.. My problem is I have no idea how to extract from DropDown44!
The range of values in the drop down comes from a separate sheet where there’s just a list of the values. There aren’t any cells linked to the drop downs though. If I enter a cell in (Right Click) Format Control > Cell link: then it prints the number (e.g. 4) of the value in the range. So if the drop down options are “Monday”, “Tuesday”, “Wednesday”, “Thursday” and “Thursday” is selected, the linked cell says: “4”.
They didn’t link a cell, then I could call that cell in a VB sub and the job would be done. Unfortunately they didn’t, so I tried Recording a Macro and selecting the drop down form control.. That didn’t really work, except if I right clicked it, I got some more info from the macro VB:
ActiveSheet.Shapes.Range(Array("Drop Down 19")).Select
So is my drop down an Array? My understanding of an Array is that it’s a list of arguments.. all I get there is the name of the button. I am not experienced in VB so this is as far as I’ve got. Perhaps I can get a sub to select the button using the above line, but I need the info from it, i.e. which value is currently selected in the Drop Down.
(Using Excel 2010 but the .xls files are from ~2005)
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Sep 29, 2009
this is my first attemp at doing a "userform". I am looking for some help in creating a user form that enables users to choose items from drop down boxes, which shows next level drop down list items, then down to final drop down list with information based on first two choices. I've attached the sample file for reference.
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Sep 4, 2008
Is it at all possible to create a User Form where the number of CheckBoxes will be linked to the number of entries in a cell range?
For example I have a 3 records in the range A:A called "Blue", "Green", "Yellow". I want to have a user form with 3 CheckBoxes with the same caption names.
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Jun 28, 2012
I have created the code below to create a Pivot Table using VBA, so that it populates from a list box option.
I would prefer if it didn't show any subtotals and was in a tabular form. It keeps dropping off at that point for each row field.
CODE
Sub trail()
'
' trail Macro
'
'
Dim wksPivot As Worksheet
Dim wksData As Worksheet
Dim pc As PivotCache
Dim PT As PivotTable
Set wksPivot = Sheets("PIVOT")
[Code] ......
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Apr 18, 2013
I'm creating a Purchase Order Form that will reduce time spent adding in contact details.What I'm looking to achieve is a form that will be printed with a few formulas allowing sections of the form to be filled out automatically once a singular company name (chosen from a drop-down list I created, currently with a 'Combo box ActiveX') then the rest of the form is filled out accordingly.
At the moment it's a bit of a mess, not too sure where I'm meant to put the ranges.There are currently 2 sheets - Sheet 1 with the form, Sheet 2 with all contact information.
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Feb 19, 2014
I've been tasked with creating an updated booking system for a company which offers projects / services to the educational sector (UK Primary Schools.) I've done an alright job at augmenting their current Excel based system, but I would like to take it further so that the system is more all encompassing.
Currently, the booking form is filled in when a booking is made and the data from that is populated into their copy of the contract and our copy of the contract using simple "=" and to a certain extent, the text on the contracts is manipulated based on the booking form data using "IF" functions.
There is a basic macro which removes excess lines from the contracts if they aren't used, but that's about it. The difficulty we're having with the current system is that a lot of our projects are bespoke, happen over more than one date, and require a lot of manual manipulation in order to get them ready, which sort of defeats the object of having a 'clever' booking system.
I don't know very much about VB, but the sort of thing I would be looking to integrate is having drop down lists to select a 'project' which would load project-specific text into the contracts area. Also, instead of having to remove lines manually, I would like the data to be 'dropped in' creating rows as appropriate.
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Dec 3, 2012
I'm trying to create a very simple order form. It's been a while since I've done this in Excel, and I couldn't find an answer when I searched. (I may be a lousy searcher, though.)
I want the user to enter a quantity in Column E of the "Common Items" worksheet, and have all the rows with quantities copied to the "Order" worksheet. (On the "Order" copy below, I just did a copy/paste to show the desired effect.)
Excel 2007
A
B
C
D
E
F
1
Item Number
Description
Unit
Price
Qty
Total
2
BX-2B1324X
0.9% NaCL 1000ml Bags
CS
$23.52
5
$117.60
[Code] ....
I'm pretty sure this can be accomplished with an If/Then, but I'm lost! Optimally, they'd enter their quantities, click on the Order sheet and hit print.
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Feb 7, 2008
I would like to automatically update a 'yearly' database file with info from a file that is changed on a daily basis.
The daily file that i use has info like date, truck number, delivery stops, weight.
the database file has the similar headings.
at the end of each day this daily file is saved. I would like to have the info that is entered into the daily file automatically plugged into the yearly database file into the next available group of cells with respect to the salesperson.
This is kind of a generalization but i'm hoping to just get pointed in the right direction. If something like this involves vba then it will be beyond my ability and i'll have to do it manually, which is fine
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