Hello
My name is Maria and I'm new to this forum. I have used Excel for a while and I started in August last year with a new, big project for the company I work for. To make you understand my problem, I'd like you to explain what we do: We offer a home delivery service and employ several messengers who deliver the customer's purchase (from a shop) home.
I have a sheet containing the daily orders/deliveries, and one containing the customer's data. For statistical purposes, I let Excel calculate the number of orders, the date of the first order and so on.
We have more and more customers and there may be more than one, lets say "Furrer Rina".
Here is my question: How do I make sure that Excel calculates the purchase/data of the correct "Furrer Rina".
Should I make Excel check for the customer's name AND the address, So far Excel checks for the customer's name with a COUTIF formula only. How would I have to change that?
OR
should I create a column with a unique ID? As I use userforms to add most of the data, I' would then have to let Excel create a new number.
Do you suggest using a random number? That would be easy on a userform. But if I were to add a new customer directly on a worksheet, how would I do that?
My second question is about the workbook: Should I create one Excel workbook for all data or one workbook for each year? What/How would you do that? What do you suggest?
I may post other questions in the future, should I encounter any problems. I will then add a link to this question.
Thank you so much in advance for your help.
Maria
My name is Maria and I'm new to this forum. I have used Excel for a while and I started in August last year with a new, big project for the company I work for. To make you understand my problem, I'd like you to explain what we do: We offer a home delivery service and employ several messengers who deliver the customer's purchase (from a shop) home.
I have a sheet containing the daily orders/deliveries, and one containing the customer's data. For statistical purposes, I let Excel calculate the number of orders, the date of the first order and so on.
We have more and more customers and there may be more than one, lets say "Furrer Rina".
Here is my question: How do I make sure that Excel calculates the purchase/data of the correct "Furrer Rina".
Should I make Excel check for the customer's name AND the address, So far Excel checks for the customer's name with a COUTIF formula only. How would I have to change that?
OR
should I create a column with a unique ID? As I use userforms to add most of the data, I' would then have to let Excel create a new number.
Do you suggest using a random number? That would be easy on a userform. But if I were to add a new customer directly on a worksheet, how would I do that?
My second question is about the workbook: Should I create one Excel workbook for all data or one workbook for each year? What/How would you do that? What do you suggest?
I may post other questions in the future, should I encounter any problems. I will then add a link to this question.
Thank you so much in advance for your help.
Maria