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I kind of crossposted over on the Access forums, but I need some opinions.
I'm in a new job with a college sports team and there is an existing roster of team members on Excel. It contains all the usual info name, address, ssn, position played, hght., weight.. etc. There are other spreadsheets with team member with other info, such as home of record, parents names, summer address, etc. There are other spreadsheets with possible recruits with similar information. The coaches are familiar with the excel format. I'd like all the info to be in one place. But it seems that if I put it all into one spreadsheet, it is going to have a heck of a lot of fields and would be unweldy to view. Plus the possible recruits would be mixed in with the current team members (even though I'd have a field that could be checked "team or recruit". Is there a way to connect the various separate excel spreadsheets somehow so that they'd work together? Or is the only way to have these connections by using a database program such as access? I use the spreadsheets to generate correspondence, roster lists for the coaches, labels, nametags, etc. I also use it for reports (names of recruits who visited etc),The coaches will often use the info by using "save as" and then deleting the stuff they don't need and adding stuff they do. ( One example, the "lifting coach" will copy the names and heights and weights and then add his own columns for their workouts.) If I switch this stuff over to access, will what I gain in flexiblity be lost in the coaches ability to manipulate the data themselves? (I could do the same thing that the lifting coach does by using a directory merge with word, but the coaches aren't as familiar with mail merge as I am.) There are many other examples of times when the coaches would need to grab this data, so I'm wondering if I ought to just leave it all in excel. So what are the pros/cons access/excel in my situation? TIA, Jo |
#2
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Access will give you the advantages of a database, relational tables et al,
which with all of the different data types you mention, could be very useful. Access is actually two products, a database and a data query/analyser. You could use Access per se to do everything, but you might find it simpler to create the data in an Access database, and use Excel to query that database to pull back the data into Excel reports. This would work well for you coaches as well, their query could be specific to the data they are interested in, no more deleting data. -- --- HTH Bob (there's no email, no snail mail, but somewhere should be gmail in my addy) "Jo4321" wrote in message ... I kind of crossposted over on the Access forums, but I need some opinions. I'm in a new job with a college sports team and there is an existing roster of team members on Excel. It contains all the usual info name, address, ssn, position played, hght., weight.. etc. There are other spreadsheets with team member with other info, such as home of record, parents names, summer address, etc. There are other spreadsheets with possible recruits with similar information. The coaches are familiar with the excel format. I'd like all the info to be in one place. But it seems that if I put it all into one spreadsheet, it is going to have a heck of a lot of fields and would be unweldy to view. Plus the possible recruits would be mixed in with the current team members (even though I'd have a field that could be checked "team or recruit". Is there a way to connect the various separate excel spreadsheets somehow so that they'd work together? Or is the only way to have these connections by using a database program such as access? I use the spreadsheets to generate correspondence, roster lists for the coaches, labels, nametags, etc. I also use it for reports (names of recruits who visited etc),The coaches will often use the info by using "save as" and then deleting the stuff they don't need and adding stuff they do. ( One example, the "lifting coach" will copy the names and heights and weights and then add his own columns for their workouts.) If I switch this stuff over to access, will what I gain in flexiblity be lost in the coaches ability to manipulate the data themselves? (I could do the same thing that the lifting coach does by using a directory merge with word, but the coaches aren't as familiar with mail merge as I am.) There are many other examples of times when the coaches would need to grab this data, so I'm wondering if I ought to just leave it all in excel. So what are the pros/cons access/excel in my situation? TIA, Jo |
#3
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Personally, I would stick with Excel. Of course I'm more familiar with it
than I am with Access...(same as your users). Unless you can define a significant benefit to THEM by switching to Access, they don't need the aggravation of having to learn new software just to make a change. It just takes time away from their job.....and in the case of Access, it will take a lot of time. Technical benefits be dammed.....unless the USER percieves a benefit, there is none. I once designed an extensive Training Matrix Program for a Client in Excel..... well over 1000 employees, both active and inactive. "Someone" convinced them to change the whole thing over to Access during my absence. The users hated it, too hard for them to use/learn.....they being Excel people. When I returned, they had me re-do it again, back in to Excel. And incidently, I did it in Excel '97, because that was the version most of the users had on their computers. I found that some of the macros I had written in XL2k would not work in '97 and was having to constantly make repairs.....so I dropped down to '97 from then on....no more problems. Some of the users have upgraded to some newer versions of Excel and the program still works fine. For what it's worth, such has been my experience. Vaya con Dios, Chuck, CABGx3 "Jo4321" wrote: I kind of crossposted over on the Access forums, but I need some opinions. I'm in a new job with a college sports team and there is an existing roster of team members on Excel. It contains all the usual info name, address, ssn, position played, hght., weight.. etc. There are other spreadsheets with team member with other info, such as home of record, parents names, summer address, etc. There are other spreadsheets with possible recruits with similar information. The coaches are familiar with the excel format. I'd like all the info to be in one place. But it seems that if I put it all into one spreadsheet, it is going to have a heck of a lot of fields and would be unweldy to view. Plus the possible recruits would be mixed in with the current team members (even though I'd have a field that could be checked "team or recruit". Is there a way to connect the various separate excel spreadsheets somehow so that they'd work together? Or is the only way to have these connections by using a database program such as access? I use the spreadsheets to generate correspondence, roster lists for the coaches, labels, nametags, etc. I also use it for reports (names of recruits who visited etc),The coaches will often use the info by using "save as" and then deleting the stuff they don't need and adding stuff they do. ( One example, the "lifting coach" will copy the names and heights and weights and then add his own columns for their workouts.) If I switch this stuff over to access, will what I gain in flexiblity be lost in the coaches ability to manipulate the data themselves? (I could do the same thing that the lifting coach does by using a directory merge with word, but the coaches aren't as familiar with mail merge as I am.) There are many other examples of times when the coaches would need to grab this data, so I'm wondering if I ought to just leave it all in excel. So what are the pros/cons access/excel in my situation? TIA, Jo |
#4
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Makes sense.
Does excel have a way to link two different spreadsheets where changes made to one will go over to the other? (I don't need instructions on how to do it yet, I can do more research later, I just need to know IF it can be done) For example, if I have one spreadsheet listing names, addresses, email addresses and phone numbers, and another spreadsheet that lists the name again, the position they play, the high school they attended, their major. If I delete a record on one spreadsheet, can I set it up to automatically delete it on the other? Because the problem I'm having right now in keeping it ALL in Excel is that there are two many spreadsheets with different info that aren't linked. That means if one person deletes or adds a player, he may change it on one spreadsheet but not on the other. Jo "CLR" wrote: Personally, I would stick with Excel. Of course I'm more familiar with it than I am with Access...(same as your users). Unless you can define a significant benefit to THEM by switching to Access, they don't need the aggravation of having to learn new software just to make a change. It just takes time away from their job.....and in the case of Access, it will take a lot of time. Technical benefits be dammed.....unless the USER percieves a benefit, there is none. I once designed an extensive Training Matrix Program for a Client in Excel..... well over 1000 employees, both active and inactive. "Someone" convinced them to change the whole thing over to Access during my absence. The users hated it, too hard for them to use/learn.....they being Excel people. When I returned, they had me re-do it again, back in to Excel. And incidently, I did it in Excel '97, because that was the version most of the users had on their computers. I found that some of the macros I had written in XL2k would not work in '97 and was having to constantly make repairs.....so I dropped down to '97 from then on....no more problems. Some of the users have upgraded to some newer versions of Excel and the program still works fine. For what it's worth, such has been my experience. Vaya con Dios, Chuck, CABGx3 "Jo4321" wrote: I kind of crossposted over on the Access forums, but I need some opinions. I'm in a new job with a college sports team and there is an existing roster of team members on Excel. It contains all the usual info name, address, ssn, position played, hght., weight.. etc. There are other spreadsheets with team member with other info, such as home of record, parents names, summer address, etc. There are other spreadsheets with possible recruits with similar information. The coaches are familiar with the excel format. I'd like all the info to be in one place. But it seems that if I put it all into one spreadsheet, it is going to have a heck of a lot of fields and would be unweldy to view. Plus the possible recruits would be mixed in with the current team members (even though I'd have a field that could be checked "team or recruit". Is there a way to connect the various separate excel spreadsheets somehow so that they'd work together? Or is the only way to have these connections by using a database program such as access? I use the spreadsheets to generate correspondence, roster lists for the coaches, labels, nametags, etc. I also use it for reports (names of recruits who visited etc),The coaches will often use the info by using "save as" and then deleting the stuff they don't need and adding stuff they do. ( One example, the "lifting coach" will copy the names and heights and weights and then add his own columns for their workouts.) If I switch this stuff over to access, will what I gain in flexiblity be lost in the coaches ability to manipulate the data themselves? (I could do the same thing that the lifting coach does by using a directory merge with word, but the coaches aren't as familiar with mail merge as I am.) There are many other examples of times when the coaches would need to grab this data, so I'm wondering if I ought to just leave it all in excel. So what are the pros/cons access/excel in my situation? TIA, Jo |
#5
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Personally, I would combine as many of the different spreadsheets as I could
into one master file. You have over 250 columns and 65000 rows to play with. Viewing is no problem if taken into the design. For instance, you can have a main menu that would have buttons for various categories of information, such as "Personal", "SkillSet", or whatever your various different files now separate, and when each button is pressed, only the columns for that category are visible, the rest are hidden.......or the whole thing can be viewed at once if desired. As for Reporting, or Analysis, specific columns and or rows can be pulled out of this database and moved to a "working" sheet for processing and formatting that does not affect the database. If you must deal with information in multiple Excel files, it is doable with VBA.....each file can be opened from the master file, when needed, Edited, or information extracted, and then the file closed, all under program (VBA) control. Virtually anything you can imagine doing by manual means, can be automated with VBA and Excel can do at the push of a button. I have written small programs in Excel whereby the user gets a downloaded file from the company computers. They open my program, retrieve the downloaded file, and extract data from it, format the data for presentation, run calculations and other analysis on the data, and even email portions of it to others. The downloaded file can be in the form of an Excel file, a text file, a .pdf, or it could be the result of a MSQuery of and external database from Access, Excel, or other database programs.......the possibilities are endless. It does not matter if Excel is THE most efficient program to do all the things one might want to do in, but that it CAN do those things and the user is comfortable with it, so thereby will use it. The pureists will argue that point, but who cares? No matter how nice a program is or how efficient, if the user is uncomfortable with it, they won't use it. Unfortunately, some Management folks are oblivious to the benefits that Excel can provide their organization, or have been swayed by someone that "Excel is not a database program so therefore they should be using Access", when actually they don't really understand either one. Some are afraid of anything that runs under "those evil macros".......thereby shun them as they would a virus. Well granted, the company does need access to someone with a working knowledge of VBA to modify and update those programs, but today they're not too hard to find. Anyway, most of the programs I've developed are still running under their original revision, or at least one within a couple of weeks of orignal issue.......that's the beauty of macros, they do the same thing every time. Well, I hope my ramblings have given you some answers you seek......good luck with your project, and if you run in to difficulties, you can always come back here for help. Vaya con Dios, Chuck, CABGx3 "Jo4321" wrote: Makes sense. Does excel have a way to link two different spreadsheets where changes made to one will go over to the other? (I don't need instructions on how to do it yet, I can do more research later, I just need to know IF it can be done) For example, if I have one spreadsheet listing names, addresses, email addresses and phone numbers, and another spreadsheet that lists the name again, the position they play, the high school they attended, their major. If I delete a record on one spreadsheet, can I set it up to automatically delete it on the other? Because the problem I'm having right now in keeping it ALL in Excel is that there are two many spreadsheets with different info that aren't linked. That means if one person deletes or adds a player, he may change it on one spreadsheet but not on the other. Jo "CLR" wrote: Personally, I would stick with Excel. Of course I'm more familiar with it than I am with Access...(same as your users). Unless you can define a significant benefit to THEM by switching to Access, they don't need the aggravation of having to learn new software just to make a change. It just takes time away from their job.....and in the case of Access, it will take a lot of time. Technical benefits be dammed.....unless the USER percieves a benefit, there is none. I once designed an extensive Training Matrix Program for a Client in Excel..... well over 1000 employees, both active and inactive. "Someone" convinced them to change the whole thing over to Access during my absence. The users hated it, too hard for them to use/learn.....they being Excel people. When I returned, they had me re-do it again, back in to Excel. And incidently, I did it in Excel '97, because that was the version most of the users had on their computers. I found that some of the macros I had written in XL2k would not work in '97 and was having to constantly make repairs.....so I dropped down to '97 from then on....no more problems. Some of the users have upgraded to some newer versions of Excel and the program still works fine. For what it's worth, such has been my experience. Vaya con Dios, Chuck, CABGx3 "Jo4321" wrote: I kind of crossposted over on the Access forums, but I need some opinions. I'm in a new job with a college sports team and there is an existing roster of team members on Excel. It contains all the usual info name, address, ssn, position played, hght., weight.. etc. There are other spreadsheets with team member with other info, such as home of record, parents names, summer address, etc. There are other spreadsheets with possible recruits with similar information. The coaches are familiar with the excel format. I'd like all the info to be in one place. But it seems that if I put it all into one spreadsheet, it is going to have a heck of a lot of fields and would be unweldy to view. Plus the possible recruits would be mixed in with the current team members (even though I'd have a field that could be checked "team or recruit". Is there a way to connect the various separate excel spreadsheets somehow so that they'd work together? Or is the only way to have these connections by using a database program such as access? I use the spreadsheets to generate correspondence, roster lists for the coaches, labels, nametags, etc. I also use it for reports (names of recruits who visited etc),The coaches will often use the info by using "save as" and then deleting the stuff they don't need and adding stuff they do. ( One example, the "lifting coach" will copy the names and heights and weights and then add his own columns for their workouts.) If I switch this stuff over to access, will what I gain in flexiblity be lost in the coaches ability to manipulate the data themselves? (I could do the same thing that the lifting coach does by using a directory merge with word, but the coaches aren't as familiar with mail merge as I am.) There are many other examples of times when the coaches would need to grab this data, so I'm wondering if I ought to just leave it all in excel. So what are the pros/cons access/excel in my situation? TIA, Jo |
#6
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Awesome CLR. That would work for us, I think, if I could combine the info
into one spreadsheet but still have the data easy to view. I didn't know that there was a way to view unweildy spreadsheets to "hide" some of the columns Now, so I can look up tutorials on how to do this, what would that process be called? (making buttons that have some kind of code to hide the columns) Also, what does the acronym VBA mean that you mentioned a few times. Thank you. Jo "CLR" wrote: Personally, I would combine as many of the different spreadsheets as I could into one master file. You have over 250 columns and 65000 rows to play with. Viewing is no problem if taken into the design. For instance, you can have a main menu that would have buttons for various categories of information, such as "Personal", "SkillSet", or whatever your various different files now separate, and when each button is pressed, only the columns for that category are visible, the rest are hidden.......or the whole thing can be viewed at once if desired. As for Reporting, or Analysis, specific columns and or rows can be pulled out of this database and moved to a "working" sheet for processing and formatting that does not affect the database. If you must deal with information in multiple Excel files, it is doable with VBA.....each file can be opened from the master file, when needed, Edited, or information extracted, and then the file closed, all under program (VBA) control. Virtually anything you can imagine doing by manual means, can be automated with VBA and Excel can do at the push of a button. I have written small programs in Excel whereby the user gets a downloaded file from the company computers. They open my program, retrieve the downloaded file, and extract data from it, format the data for presentation, run calculations and other analysis on the data, and even email portions of it to others. The downloaded file can be in the form of an Excel file, a text file, a .pdf, or it could be the result of a MSQuery of and external database from Access, Excel, or other database programs.......the possibilities are endless. It does not matter if Excel is THE most efficient program to do all the things one might want to do in, but that it CAN do those things and the user is comfortable with it, so thereby will use it. The pureists will argue that point, but who cares? No matter how nice a program is or how efficient, if the user is uncomfortable with it, they won't use it. |
#7
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Hi Jo
in addition to the excellent advice Chuck has given you, you can hide columns, rows etc without using VBA (Visual Basic for Applications) if you wish by using ViewsCustom Views. Select the columns you wish to see, by hiding the ones that are not relevant for that particular purpose, then select ViewsCustom ViewsAddgive it a meaningful name. Unhide all the columns and do the same thing, but call that Normal or Full. You can create as many views as you wish in this manner, and select them at will. To make selection easier, add Custom Views to your toolbar. ViewToolbarsCustomisechoose View in the left hand panedrag Custom View from the right hand panedrop in somewhere on your toolbar (Note it must be somewhere before the final dropdown at the end of the toolbar) Now, you will have the different views available as a dropdown at all times. If you also mark the top row (header row) of your sheet, and choose DataFilterAutofilter, you will find that you can easily filter your data within any view, to show only the rows that you wish. -- Regards Roger Govier "Jo4321" wrote in message ... Awesome CLR. That would work for us, I think, if I could combine the info into one spreadsheet but still have the data easy to view. I didn't know that there was a way to view unweildy spreadsheets to "hide" some of the columns Now, so I can look up tutorials on how to do this, what would that process be called? (making buttons that have some kind of code to hide the columns) Also, what does the acronym VBA mean that you mentioned a few times. Thank you. Jo "CLR" wrote: Personally, I would combine as many of the different spreadsheets as I could into one master file. You have over 250 columns and 65000 rows to play with. Viewing is no problem if taken into the design. For instance, you can have a main menu that would have buttons for various categories of information, such as "Personal", "SkillSet", or whatever your various different files now separate, and when each button is pressed, only the columns for that category are visible, the rest are hidden.......or the whole thing can be viewed at once if desired. As for Reporting, or Analysis, specific columns and or rows can be pulled out of this database and moved to a "working" sheet for processing and formatting that does not affect the database. If you must deal with information in multiple Excel files, it is doable with VBA.....each file can be opened from the master file, when needed, Edited, or information extracted, and then the file closed, all under program (VBA) control. Virtually anything you can imagine doing by manual means, can be automated with VBA and Excel can do at the push of a button. I have written small programs in Excel whereby the user gets a downloaded file from the company computers. They open my program, retrieve the downloaded file, and extract data from it, format the data for presentation, run calculations and other analysis on the data, and even email portions of it to others. The downloaded file can be in the form of an Excel file, a text file, a .pdf, or it could be the result of a MSQuery of and external database from Access, Excel, or other database programs.......the possibilities are endless. It does not matter if Excel is THE most efficient program to do all the things one might want to do in, but that it CAN do those things and the user is comfortable with it, so thereby will use it. The pureists will argue that point, but who cares? No matter how nice a program is or how efficient, if the user is uncomfortable with it, they won't use it. |
#8
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VBA stands for "Visual Basic for Applications". It is the programming
language that Excel, and some other Application Programs use for writing their Macros. Macros are really miniature "Computer Programs", and are the "code" that would be applied to the buttons to perform the hiding, as well as other tasks. If you're new to VBA, then you have a ways to go to get to where you are able to work there........but it's much worth the trip if you intend to stay in Excel. On the other hand, Roger's suggestion about using the Custom Views feature to do your column hiding may be the way to start out. Personally, I'm not familiar with that feature but it should work fine as Roger describes, and you can always switch over to VBA later if desired. Incidently, on large databases I usually do a Windows FreezePanes about row 10, and use the area above the Freeze Line for my Title Block, Navigation buttons to go quickly to the top or bottom of the database, toggle Autofilter off and on, etc etc. Now for some much-needed coffee.......Good Luck with your project, and be sure and post back if you have more questions......... Vaya con Dios, Chuck, CABGx3 "Jo4321" wrote: Awesome CLR. That would work for us, I think, if I could combine the info into one spreadsheet but still have the data easy to view. I didn't know that there was a way to view unweildy spreadsheets to "hide" some of the columns Now, so I can look up tutorials on how to do this, what would that process be called? (making buttons that have some kind of code to hide the columns) Also, what does the acronym VBA mean that you mentioned a few times. Thank you. Jo "CLR" wrote: Personally, I would combine as many of the different spreadsheets as I could into one master file. You have over 250 columns and 65000 rows to play with. Viewing is no problem if taken into the design. For instance, you can have a main menu that would have buttons for various categories of information, such as "Personal", "SkillSet", or whatever your various different files now separate, and when each button is pressed, only the columns for that category are visible, the rest are hidden.......or the whole thing can be viewed at once if desired. As for Reporting, or Analysis, specific columns and or rows can be pulled out of this database and moved to a "working" sheet for processing and formatting that does not affect the database. If you must deal with information in multiple Excel files, it is doable with VBA.....each file can be opened from the master file, when needed, Edited, or information extracted, and then the file closed, all under program (VBA) control. Virtually anything you can imagine doing by manual means, can be automated with VBA and Excel can do at the push of a button. I have written small programs in Excel whereby the user gets a downloaded file from the company computers. They open my program, retrieve the downloaded file, and extract data from it, format the data for presentation, run calculations and other analysis on the data, and even email portions of it to others. The downloaded file can be in the form of an Excel file, a text file, a .pdf, or it could be the result of a MSQuery of and external database from Access, Excel, or other database programs.......the possibilities are endless. It does not matter if Excel is THE most efficient program to do all the things one might want to do in, but that it CAN do those things and the user is comfortable with it, so thereby will use it. The pureists will argue that point, but who cares? No matter how nice a program is or how efficient, if the user is uncomfortable with it, they won't use it. |
#9
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I know this is an old post, however I feel access has been a bit
misrepresented! Access wuold be able to achieve everything set out here and can be really easy to use if set up correctly, with forms displaying data however you want. and quereying the data can be made to be very straightforward. It's a different way of thinking to set up than excel. but once you've made the change, you'll never go back! A database is really what is required here not a spreadsheet... -- steve adlam "Jo4321" wrote: I kind of crossposted over on the Access forums, but I need some opinions. I'm in a new job with a college sports team and there is an existing roster of team members on Excel. It contains all the usual info name, address, ssn, position played, hght., weight.. etc. There are other spreadsheets with team member with other info, such as home of record, parents names, summer address, etc. There are other spreadsheets with possible recruits with similar information. The coaches are familiar with the excel format. I'd like all the info to be in one place. But it seems that if I put it all into one spreadsheet, it is going to have a heck of a lot of fields and would be unweldy to view. Plus the possible recruits would be mixed in with the current team members (even though I'd have a field that could be checked "team or recruit". Is there a way to connect the various separate excel spreadsheets somehow so that they'd work together? Or is the only way to have these connections by using a database program such as access? I use the spreadsheets to generate correspondence, roster lists for the coaches, labels, nametags, etc. I also use it for reports (names of recruits who visited etc),The coaches will often use the info by using "save as" and then deleting the stuff they don't need and adding stuff they do. ( One example, the "lifting coach" will copy the names and heights and weights and then add his own columns for their workouts.) If I switch this stuff over to access, will what I gain in flexiblity be lost in the coaches ability to manipulate the data themselves? (I could do the same thing that the lifting coach does by using a directory merge with word, but the coaches aren't as familiar with mail merge as I am.) There are many other examples of times when the coaches would need to grab this data, so I'm wondering if I ought to just leave it all in excel. So what are the pros/cons access/excel in my situation? TIA, Jo |
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