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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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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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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May 7, 2014

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What I am trying to do
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http://www.srfl.ca/userform.htm

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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
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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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I have a formula which looks in a folder for a file and returns the cell I want from that folder and work book

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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

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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
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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
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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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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

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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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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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the database file has the similar headings.

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