L
lev_e
I am hoping that the much more experienced here can assist me to
determine where I should go with my current usage of Excel.
Some explanation of my system I think will help.
Over the years, I have been using quite a number of separate excel
sheets to assist me with the storage of numerical data for numerous
reports - weekly, monthly, quarterly and annual.
As I possess a very limited knowledge of Excel, my procedure has
entailed me performing all calculations manually with the aid of a
calculator, and where necessary, transferring data from one section /
page to another. Again, this has been done manually via copy and paste.
Taken together, the sheets represent the details / numbers concerning
the procedures which comprise my workflow.
Over the years, the number of sheets and the type of information sought
has been reduced. I now have them to what I consider a good
representation of my workflow system.The Excel sheets comprise two
different 'sections' - marketing and time tracking.
In turn, my marketing data is subdivided into a section for
administration (monthly-12 pages), business development (quarterly-4
pages) and annual summary (4 pages). I have 12, monthly telephone
sheets, alphabeticised (12 sheets with 6 pages each).
My time tracking sheet contains great details of my projects. This is
more or less a template, and used for each project.To date, this sheet
contains 10 pages, one for each project. Separately, I use another
Excel sheet for an annual summary (3 sheets).I also have monthly
telephone sheets, named for each separate project.
The biggest problems I have are that I can't get the information I want
in 'real-time', I can't get the sheets to do any calculations, and
certainly to correspond to and with each other within each section.
My questions are:
i) is it possible to have Excel meet my requirements and perform the
desired functions, or better to move to Access?
ii) Can Access do what I want?
iii) Or, should I use some other form of form of database package eg.
off-the-shelf?
iv) Or, is it that my requirements are too specialised, and I should
look for something like Project?
v) Or, something entirely different from those mentioned here?
All advice greatly appreciated.
Thanks.
JD
determine where I should go with my current usage of Excel.
Some explanation of my system I think will help.
Over the years, I have been using quite a number of separate excel
sheets to assist me with the storage of numerical data for numerous
reports - weekly, monthly, quarterly and annual.
As I possess a very limited knowledge of Excel, my procedure has
entailed me performing all calculations manually with the aid of a
calculator, and where necessary, transferring data from one section /
page to another. Again, this has been done manually via copy and paste.
Taken together, the sheets represent the details / numbers concerning
the procedures which comprise my workflow.
Over the years, the number of sheets and the type of information sought
has been reduced. I now have them to what I consider a good
representation of my workflow system.The Excel sheets comprise two
different 'sections' - marketing and time tracking.
In turn, my marketing data is subdivided into a section for
administration (monthly-12 pages), business development (quarterly-4
pages) and annual summary (4 pages). I have 12, monthly telephone
sheets, alphabeticised (12 sheets with 6 pages each).
My time tracking sheet contains great details of my projects. This is
more or less a template, and used for each project.To date, this sheet
contains 10 pages, one for each project. Separately, I use another
Excel sheet for an annual summary (3 sheets).I also have monthly
telephone sheets, named for each separate project.
The biggest problems I have are that I can't get the information I want
in 'real-time', I can't get the sheets to do any calculations, and
certainly to correspond to and with each other within each section.
My questions are:
i) is it possible to have Excel meet my requirements and perform the
desired functions, or better to move to Access?
ii) Can Access do what I want?
iii) Or, should I use some other form of form of database package eg.
off-the-shelf?
iv) Or, is it that my requirements are too specialised, and I should
look for something like Project?
v) Or, something entirely different from those mentioned here?
All advice greatly appreciated.
Thanks.
JD