Forum Discussion
QUestion re Macros and Triggers
Is it possible for you to upload your actual workbook, without disclosing any confidential info?
I ask because in your opening sentence you describe yourself as "just feeling my way through the intricacies of excel," which I take to mean you're acknowledging being something of a beginner with Excel.
Assuming that to be true (and there's no shame at all in that; we all began at some point), it occurs to me that you might benefit from having different set of eyes look at what you're trying to accomplish and perhaps come up with an altogether different way to manage the data in question. It might, for example, make more sense to just maintain a single comprehensive database (in the form of an Excel Table), from which you use Excel to extract the current month's data (or any past month's, for comparison).
Excel has some wonderful tools for that kind of data extraction, summary display, analysis. Yet beginners often mistakenly try to do a lot of that "heavy lifting" on their own, essentially using Excel as if it were an automated ledger sheet, picturing it in their minds as helping doing the various mathematical calculations, but requiring the user to organize the info in a way to make it useful. Sometimes, that is the case. More often, or at least equally often, if you were to approach Excel by giving it lots of data (creating a database, in the form of an Excel Table), you could then use some of the reporting tools built in to it to "automatically" create the summary or analytical display that you want on a weekly or monthly or annual basis.
Hence my request: if you'd be willing to share the work you've already done, it's possible that someone here (I or somebody else) could recommend an altogether different way to think about and design your workbook, a more effective way to accomplish your real purpose.
If that doesn't appeal to you at all, that's fine. I'll defer to somebody else to give you aid on your presenting request.
THanks for the reply.
I've actually figured out a working means to do what I was looking for but I;m interested in what different approaches might be considered for the system we have. I don't have the sheets to hand just now to post but will do so over the next couple of days.
It's very ad-hoc right now, set up in relation to the current global crisis and, for me, if it's to keep going I'm all for getting IT guys involved to build a bespoke program (though not rulling out use of excel or similar either).
LIke I say, I'll get a copy I can post and get your thoughts.
Thanks again.
Malc