Excel or Access?

lincolnho

Board Regular
Joined
May 12, 2011
Messages
63
Ok, I'm gonna write down what I'm trying to do, then please suggest what option is best for me (as well as if you know of the ExcelIsFun Youtube videos that you'd recommend for me to do this!)


1. I have zero knowledge of how Access works.

2. I have a static excel data set that I never need to update (Employee, Manager, 4 topics, comment, date)

3. I need to create a query (such as manager, topic, and timeframe) available to any user, where once submitted, will display the data on a chart or pivot table.

4. I need to get this done in 1 week. Is this even possible?!!?! I really need help from the ExcelIsFun videos because the ones I have seen are the only ones I seem to understand... but there are like 1500 videos!

============
So, as the user,

1. The user would be able to simply click on dropdowns to select form queries such as: all agents, topic of tardiness, within last 3 months

2. Then the next page will display a pivot table

3. Upon clicking the case number, the user can then view details of that entry.
 
Last edited:

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What is =ROMAN(40) in Excel?
The Roman numeral for 40 is XL. Bill "MrExcel" Jelen's 40th book was called MrExcel XL.
Uhmm if you have zero experince with Access then it is certainly not for you.

So basically you have a set of data that you want your users be able to choose criteria via drop downs to filter this set of data in graphs and pivottables?

First of all: Just have all the data in one sheet and build up a dashboard if you will on the interface sheet with lookups. Or try AdvanceFilters in VBA to bring them into the sheet.

Refreshing data automaticall in pivottables & charts: this is not difficult per se, but if you don't have any VBA experince then I don't think it's possible.
 
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