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  1. #1
    Platinum Lounger
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    Re: Design question (2000)

    Given the extent of detail that you're going into, I wonder whether you might wish to consider using Access or a combined Excel/Access solution. HTH
    Gre

  2. #2
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    Design question (2000)

    I am having a design problem. I am not sure of how to go about setting up a spreadsheet.

    I am creating a spreadsheet so my father can track his stock transactions and then graph the results so he can see if he is successful. I am afraid the data entry part will be too confusing and everything seems to rest on the data being entered correctly.

    Which way is better for data entry?

    1. A userform with 5 rows of 10 text boxes and a bunch of code to read and write.
    2. A separte sheet that can grab 1-5 rows that can be added to or edited then pasted back.
    3. A macro to hide unwanted data using filters or something else
    4. a macro to anaylze the data to report all the possible mistakes

    The ultimate goal is to create a summary sheet showing the profit or loss for a bunch of categories and graph that data over time?

    Any and all help will be appreciated.

  3. #3
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    Re: Design question (2000)

    I was trying to avoid the hours of bullet proofing a data entry application in Access. Since he is not very good at computers I fear I won't be successful with a couple of forms and a splash screen. I have found that Access is great for those willing to learn but tedious to build all the forms and macros to hide it from everyone else.

    It is still worth considering. I rewrote the original post as it seemed a little wordy.

  4. #4
    4 Star Lounger pccoyle's Avatar
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    Re: Design question (2000)

    Just my <img src=/S/2cents.gif border=0 alt=2cents width=15 height=15> worth, as it sound like keeping it simple would be easier for your father to operate.
    Have you considered separate sheets for each category? then having the data for the shares within each category input in the top section. This would easily allow overall totals for that sheet as well.
    It would then be reasonably simple to have each data line update the graphs, and have the summary data give the totals results.
    Then the category totals can be summarised on to another sheet to give the overall performance/trend.
    HTH
    <img src=/S/hello.gif border=0 alt=hello width=25 height=29><img src=/S/flags/NewZealand.gif border=0 alt=NewZealand width=30 height=18>
    Paul Coyle
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  5. #5
    5 Star Lounger
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    Re: Design question (2000)

    Not that Excel isn't up to the task, but you can spend a tremendous amount of time attempting to make data entry not only easy and user friendly, but error proof.

    Unless he is already comfortable with Excel, I would suggest looking into a $30 or so "off the shelf " software program that is already set up.

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