Template Wizard with data tracking

[Leslia]

Version: 2008 Operating System: Mac OS X 10.6 (Snow Leopard) I set up invoicing for a small business which uses an add-in - the form template with data tracking on Windows. This allows us to automatically produce a summary file for accounts receivable tracking when the Excel file is saved. How do I set up something similar on the Mac?

Thanks for any help!

 

[John McGhie]

Notionally, your Windows solution should work on the Mac.

So your first step is to copy it all to the Mac.

Now: What happens next depends on how you built the form.

Display the "Forms" toolbar in Excel 2008 on the Mac. Everything on that
toolbar will work. The PC has a second toolbar named the "Controls"
toolbar. Those controls will not work on the Mac.

So you may need to change some of the controls on your form to the
Mac-compatible ones.

When you do this, you can send that back to the PC: everything that works on
the Mac will also work on the PC.

Now you need to come back to us with a series of very detailed questions
before we can help you further: we need to know almost which buttons you are
clicking so we can tell what you are doing

Cheers

Version: 2008 Operating System: Mac OS X 10.6 (Snow Leopard) I set up
invoicing for a small business which uses an add-in - the form template with
data tracking on Windows. This allows us to automatically produce a summary
file for accounts receivable tracking when the Excel file is saved. How do I
set up something similar on the Mac?

Thanks for any help!

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410
+61 4 1209 1410, mailto:[email protected]

 

[Leslia]

John,

In Windows we are using: Excel 2002 Add-in: Template Wizard with Data Tracking which I downloaded from http://www.microsoft.com/downloads/details.aspx?FamilyID=E01EA3D8-094D-4ED1-88DA-F4B8B2AD28BD&displaylang=en

The invoice template is set up to write to a DB using the template wizard including the location of the DB. The add-in causes a popup dialog to appear when an invoice is saved or updated - asking "The contents of this workbook have not been saved as a record in the database." Then we can choose to create a new record in the database or update a record if one exists.

I thought I would try to change the location of the DB in the template wizard but the location of the DB maps to Windows drives and automatically added "C:".

When the invoice template is used on the Mac the calculations seem to work (GST, units * price, totals). But there is no popup to update the DB - because the add-in is not running on the Mac.

All we want is a summary report which contains (invoice #, invoice date, sold to, total amount) - I use that for accounts receivable tracking.

Thanks for any help!

Regards

 

[John McGhie]

Sorry: That file is a compiled windows program.

It's a Windows Excel add-in that will run ONLY in Windows. (I can't even
get it to run in Excel 2010...)

If you show me the spreadsheet, we may be able to do something cunning with
formulas that would update a second worksheet in the Invoice spreadsheet.

The issue is that in order to push updates out to another file, you need
VBA, and in Office 2008, you don't have any.

Sorry: I think your best alternative is to forget this one on the Mac. Run
it in Windows. There are ways of getting Windows running on a Mac if you
are that determined.

But since you have PCs available, why bother?

Cheers

John,

In Windows we are using: Excel 2002 Add-in: Template Wizard with Data Tracking
which I downloaded from
http://www.microsoft.com/downloads/details.aspx?FamilyID=E01EA3D8-094D-4ED1-88
DA-F4B8B2AD28BD&displaylang=en

The invoice template is set up to write to a DB using the template wizard
including the location of the DB. The add-in causes a popup dialog to appear
when an invoice is saved or updated - asking "The contents of this workbook
have not been saved as a record in the database." Then we can choose to create
a new record in the database or update a record if one exists.

I thought I would try to change the location of the DB in the template wizard
but the location of the DB maps to Windows drives and automatically added
"C:".

When the invoice template is used on the Mac the calculations seem to work
(GST, units * price, totals). But there is no popup to update the DB - because
the add-in is not running on the Mac.

All we want is a summary report which contains (invoice #, invoice date, sold
to, total amount) - I use that for accounts receivable tracking.

Thanks for any help!

Regards

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410
+61 4 1209 1410, mailto:[email protected]