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QFormat="true" Name="Intense Emphasis"/> <w:LsdException Locked="false" Priority="31" SemiHidden="false" UnhideWhenUsed="false" QFormat="true" Name="Subtle Reference"/> <w:LsdException Locked="false" Priority="32" SemiHidden="false" UnhideWhenUsed="false" QFormat="true" Name="Intense Reference"/> <w:LsdException Locked="false" Priority="33" SemiHidden="false" UnhideWhenUsed="false" QFormat="true" Name="Book Title"/> <w:LsdException Locked="false" Priority="37" Name="Bibliography"/> <w:LsdException Locked="false" Priority="39" QFormat="true" Name="TOC Heading"/> </w:LatentStyles> </xml><![endif]--><!--[if gte mso 10]> <style> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi; mso-fareast-language:EN-US;} </style> <![endif]--> Hi, hopefully someone will be able to help me with this query (or queries!). I am creating a Workbook in Excel 2010 to pretty much act as a booking system for my friend’s small taxi company. At the moment he is just using pen and paper to record his bookings and fares with a note of which driver has done what. He then creates his invoices for any account work by manually typing the data through Excel.
He has asked if I could come up with something to help cut down his time spent dealing with the paperwork side of things in the office as it’s not his strong point!! I have thought about creating (or trying to!) some form of Excel workbook to help him. There is tailored software out there, but it is far too advanced for what he needs and as a result of the software’s capabilities, pretty expensive.
I’ve created a workbook with the various sheets that are needed;
Booking Screen: I’ve created my “form” for entering the various details of the booking and also added a button to “book” the job. When the button is clicked, I would like it to copy the data entered into different cells on another sheet (the “database”) and then clear the form to use again. I assume I could do this using a Macro?
Booking Database: This is where the details from the above sheet are copied to and stored permanently. When I copy the data from the booking form, I would like it to copy it to the next blank row as I am looking to set it up so the row will give a unique automated reference for each job – from having a quick look on Google it seems this could be done. This would list each job just in order of reference number, ignoring date/time etc.
Dispatch Screen: This is where I hope to display the upcoming jobs for the day (and next 14 days). It would copy the details from the “database” and then display them in order of date and then time. Once the job is more than something like 4 hours old, it should be hidden/removed from this screen but still left in the database.
Is it possible to do this automatically, if at all, say every 5 or 10 minutes from opening the Workbook, or even just manually by clicking on a button to run a Macro?
Datasource: This is a sheet containing list of data used for the booking form, such as Account Holders for if it is an account booking, street address for populating the to/from fields with and vehicle types etc.
The only other thing I think that might help him would be being able to run some kind of report to filter jobs for a certain period and then export the relevant ones for an account into an invoice template (currently saved as an Excel workbook)to save manually going through the runs and typing them.
Is what I am looking to do possible, or being a bit too adventurous??
Thanks for any help.
He has asked if I could come up with something to help cut down his time spent dealing with the paperwork side of things in the office as it’s not his strong point!! I have thought about creating (or trying to!) some form of Excel workbook to help him. There is tailored software out there, but it is far too advanced for what he needs and as a result of the software’s capabilities, pretty expensive.
I’ve created a workbook with the various sheets that are needed;
Booking Screen: I’ve created my “form” for entering the various details of the booking and also added a button to “book” the job. When the button is clicked, I would like it to copy the data entered into different cells on another sheet (the “database”) and then clear the form to use again. I assume I could do this using a Macro?
Booking Database: This is where the details from the above sheet are copied to and stored permanently. When I copy the data from the booking form, I would like it to copy it to the next blank row as I am looking to set it up so the row will give a unique automated reference for each job – from having a quick look on Google it seems this could be done. This would list each job just in order of reference number, ignoring date/time etc.
Dispatch Screen: This is where I hope to display the upcoming jobs for the day (and next 14 days). It would copy the details from the “database” and then display them in order of date and then time. Once the job is more than something like 4 hours old, it should be hidden/removed from this screen but still left in the database.
Is it possible to do this automatically, if at all, say every 5 or 10 minutes from opening the Workbook, or even just manually by clicking on a button to run a Macro?
Datasource: This is a sheet containing list of data used for the booking form, such as Account Holders for if it is an account booking, street address for populating the to/from fields with and vehicle types etc.
The only other thing I think that might help him would be being able to run some kind of report to filter jobs for a certain period and then export the relevant ones for an account into an invoice template (currently saved as an Excel workbook)to save manually going through the runs and typing them.
Is what I am looking to do possible, or being a bit too adventurous??
Thanks for any help.