We use an Excel workbook to track attendance for workshops that we offer. There are 4 different sheets that contain client data. Each sheet tracks attendance for a different class or workshop, so each sheet asks for different information (column headers are not the same from sheet to sheet).
The workbook is only for 2 months of events at a time. Currently Jan-Feb workshops show up as list options when selecting what the client is attending, then in February we'll delete the client entries and change the list items to workshops for Mar-Apr.
What we would like to do:
Have all client entries for the past 2 months put into a new sheet in the same workbook so that we can search through and find previous clients. It can be complicated behind the scenes (use VBA), but the interface has to be user friendly because we have some older employees.
Would love a way to automate the transition of client data from one sheet to the other, but the discrepancy in each sheet's column headers comes into play here.
After we move the data into the other sheet, what are our options as far as searching goes? Is a pivot table the way to go? We would be searching for names, so a filter could potentially become too much to look through.
The workbook is only for 2 months of events at a time. Currently Jan-Feb workshops show up as list options when selecting what the client is attending, then in February we'll delete the client entries and change the list items to workshops for Mar-Apr.
What we would like to do:
Have all client entries for the past 2 months put into a new sheet in the same workbook so that we can search through and find previous clients. It can be complicated behind the scenes (use VBA), but the interface has to be user friendly because we have some older employees.
Would love a way to automate the transition of client data from one sheet to the other, but the discrepancy in each sheet's column headers comes into play here.
After we move the data into the other sheet, what are our options as far as searching goes? Is a pivot table the way to go? We would be searching for names, so a filter could potentially become too much to look through.
