Forum Discussion
Best solution for facilitating data entry on a collaborative spreadsheet
We are looking at upgrading an existing spreadsheet that has been in use for quite some time for entering customer orders and related details. Currently we have three potential ideas: 1) create a userform for data entry with underlying VBA code, 2) our new WordPress site that has a WooCommerce plugin is where clients will enter details about their orders, so potentially we could import those orders and format them to match the spreadsheet's columns, 3) alternatively, import the orders from QB into the appropriate columns.
In order to make the process as automated as possible, I believe some VBA will be required regardless of which option is most feasible. Option 1 is the least automated, since it still requires an employee to manually enter the data. The other two would seem to be more complex to get up and running.
Before sinking a lot of time & resources into this, I want to get an idea of what technical limitations might prevent any of these from being implemented. The spreadsheet is already macro-enabled, so I know VBA will work despite it being hosted on SharePoint, but I want to mitigate any syncing or data loss issues that might arise.
Does anyone have any input on tbe 3 options I mentioned above, given that information?
Additionally, in the office the majority of the computers are Windows PC based and often multiple users are making edits to the document simultaneously. There is also one infrequent user with the Mac version of excel.
- The less manual/repeated input, the better I'd say. I would investigate if there is a way to automate the export of orders from woocommerce to -e.g.- a CSV. If need be, you could even ask a php developer to create an automated export task. Then use Power Query to import that csv (those csv-s) on a regular basis.
- JKPieterseSilver ContributorThe less manual/repeated input, the better I'd say. I would investigate if there is a way to automate the export of orders from woocommerce to -e.g.- a CSV. If need be, you could even ask a php developer to create an automated export task. Then use Power Query to import that csv (those csv-s) on a regular basis.
- peiyezhuBronze ContributorRe:our new WordPress site that has a WooCommerce plugin is where clients will enter details about their orders, so potentially we could import those orders and format them to match the spreadsheet's columns
I think B/S architecture is a useful solution.
https://club.excelhome.net/forum.php?mod=viewthread&tid=1520437&mobile=