Forum Discussion
Trying to create a new form using Vba and Macros
While I'm new to this but watched and tried a lot for this project. I have a requirement to create a form that looks like this, well I created the dropdown and the button but to have the data in a...
Beyond what mathetes wrote, I have some questions/comments:
- Clarity of term: Is the intended data related to services (e.g., construction, cleaning) or is it related to units (groups of people who perform services)? I ask because the terms "Unit Service 1", "Unit Service 2", etc., look like services, but the column heading in your second screenshot is "Units" (not "Services").
- Meaning of "form": Are you intending to create a UserForm? A good introduction to the topic is here. A sample of what such a UserForm might look like is here (within the red rectangle), shown in design mode:
- Process design: Is the number of "Unit Services" (or maybe "Service Units") always three per company (as it might be if the data is obtained during an audit/review of the company? Or does the number vary by company? If the number varies by company, is the number stored in (or accessible from) the workbook, before the user begins the data entry? The answers would affect how you would design the user input process.
- Process design: Are the three data values ("questions") shown--Number of Sales, Number of People, Number of Devices--the only values to be captured at this time? Or are those just three examples of a larger set? Do the "questions" vary by company?
- Data design: Are you sure you want the "Company Size" data to be stored with every question+value? That size information will not vary with each captured data value; it should only be dependent on the Quarter (as a company may grow or shrink over time).
- I'm unsure why you included an "Excel for web" tag and a "Macros and VBA" tag. VBA cannot be used in Excel for the web. (I don't know whether Office Script is usable in Excel for the web.)