Creating menus to find(search) data in Excel 2013

CasNowak · Dec 18, 2013

[FONT=&quot]We have a business where we scan business cards for our clients. We give our clients an excel spreadsheet as the finished product. We want to create a way for our clients to be able to find a contact real easily. We have looked at the forms option, but the client would have to set a few things up (like putting the forms button on the tool bar, etc.).

Our Clients just want to use the info (Spreadsheet) we have provided them. We want to make it easy for them to find the data. I would assume that some of the Excel experts out there may have already written an application to do this simple task. What is the easiest way to do this without macros or code. Are there other functions with basic commands in excel to do this? Can a menu be created and inserted at the top of the sheet that could search the columns & rows in the sheet to find a contact. So when I send the client the spreadsheet, all they need to do is open it up and enter a name[/FONT]. Maybe someone has already written a Menu driven application that could do this.

Thanks for your time in reading this and offering suggestions.
Cas

Smitty · Dec 18, 2013

Welcome to the Board!

The easiest way would probably be to apply AutoFilter.

Of you could set up a Pivot Table and user a Slicer to display all of the customer names. Both with filter the visible data down to just the names that are selected.

HTH,

CasNowak · Dec 19, 2013

Thanks Smitty,
I use Excel a lot and can do a lot of things with the basic stuff. I have never done what you suggested. What would be the best way to learn how to apply autofilter or pivit tables and slicer.
Also, Am I responding the correct way with this response.. (On top of your comment)

Smitty said:
Welcome to the Board!

The easiest way would probably be to apply AutoFilter.

Of you could set up a Pivot Table and user a Slicer to display all of the customer names. Both with filter the visible data down to just the names that are selected.

HTH,

Armando Montes · Dec 19, 2013

Press F5 to find

CasNowak · Dec 19, 2013

PRESS F5 WHERE??? Doesn't do anything. Brings up a Go to screen.

Armando Montes · Dec 19, 2013

Sorry, my mistake, try: Control+F

Smitty · Dec 19, 2013

To use AutoFilter just make sure that your cursor is somewhere within the data you want to filter, then goto Data-->Filter. Once you do you'll see drop-downs added to each of your column headers. You can play with the various selections to see how you can filter the data. It's a hugely helpful tool. As for Pivot Tables, here's a link to a tutorial: PivotTable reports 101 - Excel - Office.com

As for your response, it's fine, although you generally don't need to quote unless you need it for emphasis or clarity.

CasNowak · Dec 30, 2013

What would it take to write a macro to do what I want? I am not a developer so it would probably take me a long time to learn and do.
Is there anyone out there that could create this macro (a lot of you probably could do it in your sleep). I am willing to compensate?
Thanks again for your time.

Smitty · Dec 30, 2013

CasNowak said:
What would it take to write a macro to do what I want?

Just start the Macro Recorder and start doing stuff (ALT+T+M+R to start & ALT+T+L+R to end), but do things with which you are intimately familiar, otherwise you will have a hard time reading the code. When you're done, stop the recorder and you can hit ALT+F11 to open the VBE and see your code. Read it, and you'll see what you did and what the recorder captured (most of which is useless, but it's a "literal" recorder and has to copy your every motion). If you're in Excel 2007+ you might want to customize the Ribbon to show the Developer tab, but that's just if you're a mouse person. I personally just use keystrokes whenever possible.

I am not a developer so it would probably take me a long time to learn and do.

Click to expand...

I have a degree in Ranch Management, so I have by no means a professional programming background, but you can pick it up pretty easily with the recorder, and by posting your code here for advice. I picked up most of what I know from here over the years.

Is there anyone out there that could create this macro (a lot of you probably could do it in your sleep). I am willing to compensate?

Click to expand...

If you want to pay for something to be done, then send an e-mail to consult @ MrExcel.com and Tracy, Mr. Excel's project manager will take care of you. Otherwise, ask questions. That's why we're all here.

Click to expand...

Smitty · Dec 30, 2013

CasNowak said:
What would it take to write a macro to do what I want?

Just start the Macro Recorder and start doing stuff (ALT+T+M+R to start & ALT+T+L+R to end), but do things with which you are intimately familiar, otherwise you will have a hard time reading the code. When you're done, stop the recorder and you can hit ALT+F11 to open the VBE and see your code. Read it, and you'll see what you did and what the recorder captured (most of which is useless, but it's a "literal" recorder and has to copy your every motion). If you're in Excel 2007+ you might want to customize the Ribbon to show the Developer tab, but that's just if you're a mouse person. I personally just use keystrokes whenever possible.

I am not a developer so it would probably take me a long time to learn and do.

I have a degree in Ranch Management, so I have by no means a professional programming background, but you can pick it up pretty easily with the recorder, and by posting your code here for advice. I picked up most of what I know from here over the years.

Is there anyone out there that could create this macro (a lot of you probably could do it in your sleep). I am willing to compensate?

If you want to pay for something to be done, then send an e-mail to consult @ MrExcel.com and Tracy, Mr. Excel's project manager will take care of you. Otherwise, ask questions. That's why we're all here.

Creating menus to find(search) data in Excel 2013

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