david.paton
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- Jun 26, 2013
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I need a little direction in starting my project
I have spreadsheets called allocation sheets. These are yearly documents and each row is a service instance.
The row headings are:
There will be x number of allocation sheets within the same folder, all relating to different years. They will have the same name except the year will be different. The allocation sheet is broken up into sheets for the months of the year.
My supervisor wants to be able to search for things such as:
What would be the best program to achieve this in. Access was my first choice but the allocation sheets are going to be constantly updated. Would I create queries in access and have them reference the external excel files as the files will always be up to date or do I have to import the data from excel into access before I ran the query? Having it reference external files may be difficult as the filename will change every year, but I am sure that could be solved with some vba coding.
Any suggestions as to how I could tackle this would be greatly appreciated.
Thanks for your help guys,
Dave
I have spreadsheets called allocation sheets. These are yearly documents and each row is a service instance.
The row headings are:
- Date
- Purchase order #
- Req #
- Child Name
- Service
- Requesting Organisation
- Caseworker Name
- Price ex. GST
- GST
- Price inc. GST
- Allocated to
- Date report received
- Date report sent
- Allocated by
- Report sent by
- Report sent by
There will be x number of allocation sheets within the same folder, all relating to different years. They will have the same name except the year will be different. The allocation sheet is broken up into sheets for the months of the year.
My supervisor wants to be able to search for things such as:
- All children that have had a certain service
- Dollar figure in regards to a certain caseworker and a certain child
- Dollar figure that has been applied to a set Purchase order # over a certain time frame, (may be in the year of the allocation sheet of might span over several allocation sheets or years).
- Any combination of the list above.
What would be the best program to achieve this in. Access was my first choice but the allocation sheets are going to be constantly updated. Would I create queries in access and have them reference the external excel files as the files will always be up to date or do I have to import the data from excel into access before I ran the query? Having it reference external files may be difficult as the filename will change every year, but I am sure that could be solved with some vba coding.
Any suggestions as to how I could tackle this would be greatly appreciated.
Thanks for your help guys,
Dave
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