using a form from excel switchboard/dashboard

Microsoft Office excel 2003
August 28, 2013 at 13:20:53
Specs: Windows 7
is it possible to create a switchboard/dashboard with a form on that will update a spreadsheet.
the spreadsheet to be able to be updated in real time by various users, also on the switchboard/dashboard to be able to look at the spreadsheet while other users are completing the form.
at present it will be used in excel 2007 but will be updated to 2010 shortly

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#1
August 28, 2013 at 14:35:43
You really don't want to do that in Excel... I'm sure it's possible, but not very efficient...

Have you considered Microsoft Access?

http://www.computing.net/answers/of...

Law of Logical Argument: Anything is possible if you don't know what you're talking about.

message edited by Newbie10


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#2
August 29, 2013 at 12:53:11
would love to use access but its a work thing and we don't have it to use

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#3
August 30, 2013 at 10:17:11
What you want to do is basically possible, but you will run into tons of problems when you start having multiple users trying to view data and/or enter data at the same time.

The link I included in my last post, the OP refers to Excel locking up and data loss; those problems are directly related to multiple people using one excel spreadsheet at the same time.

I did do a little more research and found that with Office 2010 you can create a 'Shared' spreadsheet which may or may not resolve the data loss and spreadsheet locking up issues, but it sounds like you're still using 2007.

http://office.microsoft.com/en-us/e...

Law of Logical Argument: Anything is possible if you don't know what you're talking about.


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#4
August 30, 2013 at 11:57:30
Newbie10,

re: "I did do a little more research and found that with Office 2010 you can create a 'Shared' spreadsheet..."

The link that you provided is for saving a file to SharePoint site and using the spreadsheet via a browser. While SharePoint may be related to 2010 (I don't know for sure) "shared workbooks" have been around since the early days of Excel.

http://support.microsoft.com/kb/269860

Where I work, we use shared workbooks, which are stored on a network drive, all the time with no lock-ups or data loss issues. We've been doing it for years.

My point is, the link you provided is not specifically related to creating or using shared workbooks, it's simply a place to store them and a web based app to use them. If the OP has 2007 (or even earlier) and access to a network drive (even on one of the user's PC) then they can create a shared workbook. You don't need 2010 to do that.

Click Here Before Posting Data or VBA Code ---> How To Post Data or Code.

message edited by DerbyDad03


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#5
August 30, 2013 at 12:25:34
Thanks for catching that DerbyDad. I guess that's what I get for quickly browsing. I apparently saw the right key words... anyway, I apologize for not double-checking my research...

Having gotten that out of the way... I just want to make sure I understand you correctly; you can set Excel up to have multiple users simultaneously add, modify and remove data to one sheet? How on earth can it handle that? it's not like Access where you can lock one record for editing while leaving all others available for adding, modifying or removing...

Law of Logical Argument: Anything is possible if you don't know what you're talking about.

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#6
August 30, 2013 at 12:31:09
I just read back through the link I posted and it doesn't just pertain to SharePoint It actually does explain (just like i thought it did) how to set a workbook up for use with multiple users. It even talks about how to mitigate conflicting changes in a shared workbook.

I take back everything I said before (I did think that this was new for excel in 2010 though, didn’t realize it's been around awhile...) Looks like my link is helpful! :)

Law of Logical Argument: Anything is possible if you don't know what you're talking about.


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