woostermatt
New Member
- Joined
- Jan 27, 2017
- Messages
- 5
Hi. I own a store in Ohio. Ohio has 1400 zip codes. Every time a customer checks out, we ask for their zip code. We would like, at the end of each day, to enter that data into a spreadsheet that would keep track of those zip codes so that later, at the end of every week, month and year, we could see generate reports that would tell us there we were drawing customers from, geographically, daily, weekly and monthly. ( I suppose I could have a spreadsheet that has all 1,400 zip codes in a column down the left, and the dates sequentially across the top of the spreadsheet on the top, from left to right. But at 1,400 zip codes, it's a lot of scrolling to find each one and enter the number of customers for each zip code, you know?
Her'e our process at the front desk: Every time we get a zip code form a customer, the clerk writes it down in tally form on that day's sheet. I am envisioning an Excel/Access form that our cashier could simply enter data into at the end of each day. The data that is entered into the form would populate the underlying spreadsheet. The form would automatically choose the current day's date by default; the cashier would simply enter the day's tally for each zip code.
For example, the clerk would use a shortcut to start Excel/Access and bring up the form. By default, the day's date would be auto-filled (though the clerk could change it, if needed). The clerk would then begin entering the numbers from the day:
Zipcode
44691: 9
44676: 3
44898: 13
and so forth. That data would all be captured in the appropriate fields in the underlying spreadsheet for that date, and those zip codes. Make sense?
Once this spreadsheet starts filling with data, I can run reports that show me that, say, last week we had 29 customers from 44691, 12, from 44676, 11 from 44898, etc. And I can do the same thing at the end of the month, and the year. And I can do comparisons from month-to-month. And year-to-year.
This doesn't seem like it's a very complicated task. The problem is: I am not good enough at Excel or Access to begin to understand how to design what I am envisioning. Has anyone seen a Template that I could use, or tweak? Anyone have any suggestions on how to go about creating one myself?? Anyone want to make a few bucks and design me one? I hope someone stumbles on this post. I'd love to get this going. Thanks!!
Her'e our process at the front desk: Every time we get a zip code form a customer, the clerk writes it down in tally form on that day's sheet. I am envisioning an Excel/Access form that our cashier could simply enter data into at the end of each day. The data that is entered into the form would populate the underlying spreadsheet. The form would automatically choose the current day's date by default; the cashier would simply enter the day's tally for each zip code.
For example, the clerk would use a shortcut to start Excel/Access and bring up the form. By default, the day's date would be auto-filled (though the clerk could change it, if needed). The clerk would then begin entering the numbers from the day:
Zipcode
44691: 9
44676: 3
44898: 13
and so forth. That data would all be captured in the appropriate fields in the underlying spreadsheet for that date, and those zip codes. Make sense?
Once this spreadsheet starts filling with data, I can run reports that show me that, say, last week we had 29 customers from 44691, 12, from 44676, 11 from 44898, etc. And I can do the same thing at the end of the month, and the year. And I can do comparisons from month-to-month. And year-to-year.
This doesn't seem like it's a very complicated task. The problem is: I am not good enough at Excel or Access to begin to understand how to design what I am envisioning. Has anyone seen a Template that I could use, or tweak? Anyone have any suggestions on how to go about creating one myself?? Anyone want to make a few bucks and design me one? I hope someone stumbles on this post. I'd love to get this going. Thanks!!
