Overseeing multiple commercial locations with Excel

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New Contributor

Hello All! 

I need some Excel help!! I work with a company who has recently expanded exponentially, and I am now in charge or organizing on the back end, about ten different locations. I want a place to store and organize information such as the address, owner information, contacts for the property, notes, to do items, maybe bills or payments due, etc., and I thought that Excel would be my best option. I was thinking an overview on the first tab, and that each following tab would be a different location. However, I have had an impossible time finding a template that seems to fit these needs. Does anyone know of one or have any suggestions?! 

3 Replies

@KRRMBA21 

I don't remember such template. However, in general it's better to keep all information in one table where location is one of the columns. You may do reporting tables at any place you wish using PivotTable, Power Query, FILTER(), whatever.

What would be the best way to do this? Put a header for each column with the address, owner info, contacts info, and the info for each location along each row - all in one tab? and run reports from there? Or in different tabs?

@KRRMBA21 

First, use structured tables Overview of Excel tables (microsoft.com), not ranges.

If for the locations you have some additional info to use in reports, better to use location ID (it could be unique name of the location, index, whatever) in main table and add another table with info for locations (using same ID). For reporting you may build relationship between above tables using location ID or combine them together in data model, depends on which tools to use and which kind of reports are required.