Need Help Entering Data For Personnel in Excel Workbook
I want to create a spreadsheet that only has a few drop-down boxes or text fields where a person can select their name from the list, enter their data and have it automatically added to the sheet that has their name on it.
We have an Excel workbook that has several spreadsheets with different people's names listed.
Next to their names are columns for people to enter their scores (i.e.- pull-ups).
We are having a contest on who can do the most in a month! :-)
Since we're going to post this on our SharePoint, I want to make it look as easy as possible for everyone.
See the example sheet attached to this post and feel free to provide changes to the existing structure.
EXAMPLE-PULL-UP-LOG.xls
It would also be a big bonus if you can show me how to also put a chart of the top 10 scores on the first sheet as well!
Thanks, EE community!
We have an Excel workbook that has several spreadsheets with different people's names listed.
Next to their names are columns for people to enter their scores (i.e.- pull-ups).
We are having a contest on who can do the most in a month! :-)
Since we're going to post this on our SharePoint, I want to make it look as easy as possible for everyone.
See the example sheet attached to this post and feel free to provide changes to the existing structure.
EXAMPLE-PULL-UP-LOG.xls
It would also be a big bonus if you can show me how to also put a chart of the top 10 scores on the first sheet as well!
Thanks, EE community!
ASKER
We need everything to "live" within the spreadsheet. Using SharePoint, other than for uploading the doc, is not an option.
100% of the data in a SharePoint survey is stored in an Excel spreadsheet so from that perspective, it's still all Excel and all in a file. The main benefits of the survey are:
If you use a single Excel spreadsheet as you've done in your example, only one person at a time can make a change. If two or more people make parallel changes you'll have to merge the changes. While you can add validation and drop-down list controls to Excel, it's a lot of work that is done for you almost effortlessly with the Survey.
- Multiple user support
- Sophisticated input controls and validation
- Built-in roll-up capabilities
If you use a single Excel spreadsheet as you've done in your example, only one person at a time can make a change. If two or more people make parallel changes you'll have to merge the changes. While you can add validation and drop-down list controls to Excel, it's a lot of work that is done for you almost effortlessly with the Survey.
ASKER
I don't have access to change/add anything on the SharePoint. Everything needs to exist in the file.
Note: Would making an Access file work better in this case? I could make a form to enter the data with.
Note: Would making an Access file work better in this case? I could make a form to enter the data with.
Too bad about SharePoint, that survey feature is pretty much designed for these kind of uses. You mentioned "Since we're going to post this on our SharePoint", so I immediately saw that as a possible alternative.
An Access data entry form would be way more solid than passing an Excel file around. In addition to built-in multi-user support, It has the charting capabilities you want as well. Can also export to Excel if you want to use the more sophisticated features of Excel.
Only downside is that your users need to have access to a common file share on your network, either physically in the same office or through a VPN.
An Access data entry form would be way more solid than passing an Excel file around. In addition to built-in multi-user support, It has the charting capabilities you want as well. Can also export to Excel if you want to use the more sophisticated features of Excel.
Only downside is that your users need to have access to a common file share on your network, either physically in the same office or through a VPN.
ASKER
How would I take the example I attached and make a form for that in Access?
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I think you've uploaded your sample file as a .DOC, when it should be an .XLS
I renamed it as I saved it, and it opens ok that way.
I'm not quite sure why you want to use all the data box tools, they seem too complex when all the users have to do is enter a value in a cell?
I had mocked up an example before I figured out your file extn change as above.
Any good?
M--Personal-ee---pull-up-chart.xlsx
I renamed it as I saved it, and it opens ok that way.
I'm not quite sure why you want to use all the data box tools, they seem too complex when all the users have to do is enter a value in a cell?
I had mocked up an example before I figured out your file extn change as above.
Any good?
M--Personal-ee---pull-up-chart.xlsx
By the way, if you're using it for running, everyone is going to have to be careful on the format
Excel's keen on it being hh:mm:ss
Entering just
1:
sets it to be 1 hour.
Entering
1:1
equates to 1 hour, and 1 minute
see here for more info
https://office-watch.com/2015/entering-time-durations-in-excel/
You'll have to be especially careful here if these are being totalled.
Excel's keen on it being hh:mm:ss
Entering just
1:
sets it to be 1 hour.
Entering
1:1
equates to 1 hour, and 1 minute
see here for more info
https://office-watch.com/2015/entering-time-durations-in-excel/
You'll have to be especially careful here if these are being totalled.
By the way, the AutoFilter on the name column has the option for Top 10 (or 5, or whatever), and if you select this, the charts flip to show those results only.
ASKER
@CraigYellick
Part of the contest's intent is to see what people are doing each day.
I think I'm going to have to pay someone to do this. I don't know much about Access and feel that it wouldn't look/work in Excel.
While you could design a table that has fields for each day of the month, you would quickly wish you did not do that when it came time to analyze the data.
Part of the contest's intent is to see what people are doing each day.
I think I'm going to have to pay someone to do this. I don't know much about Access and feel that it wouldn't look/work in Excel.
"Seeing what people are doing each day" is just one of potentially dozens of ways of viewing the data. If you structure the data tables correctly you'll be able to create reports and charts for any conceivable purpose. If you design the table so it looks like a report with days of the month along the top and people's names in rows, it will be very-very difficult to use the data for any other purpose.
As Access apps go it isn't all that complex, though the pivot queries you need for reporting will involve more advanced skills.
As Access apps go it isn't all that complex, though the pivot queries you need for reporting will involve more advanced skills.
Create a Survey in SharePoint
Once you have an Excel file stored in a SharePoint list it's a simple matter to create a page with an Excel webpart that displays top-10 information, pie/bar charts, whatever else you might want to show.