Pull information from one sheet to another
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clintcollins920
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1 reply
You are trying to use a spreadsheet as a database. A spreadsheet is for calculating, not for storing.
Start a new Access db, and create some tables:
COUNSLER -this is where all of the counselor stuff is stored, that is counselor specific (phone, address, office, NO CUSTOMER DATA). Make certain you give each counselor a unique number.
CLIENTS - This is the clients sheet. Make certain you give all clients a unique number.
Appointments - This is where you put the date and time of the appointment, and the unique counselor number, and the unique client number, and maybe a short description of what happened.
Now you can link it all together, by reporting on the appointments table, linking the appointments to the clients and the counselors!
It sounds like alot of work, but in the long run, it scales. EXCEL solutions do not scale, and if we make an excel solution, you will continually have to alter the formulas as your list grows!
Let me know if you need any help.
It's kind of fun to do the impossible! -Walter Elias Disney
Start a new Access db, and create some tables:
COUNSLER -this is where all of the counselor stuff is stored, that is counselor specific (phone, address, office, NO CUSTOMER DATA). Make certain you give each counselor a unique number.
CLIENTS - This is the clients sheet. Make certain you give all clients a unique number.
Appointments - This is where you put the date and time of the appointment, and the unique counselor number, and the unique client number, and maybe a short description of what happened.
Now you can link it all together, by reporting on the appointments table, linking the appointments to the clients and the counselors!
It sounds like alot of work, but in the long run, it scales. EXCEL solutions do not scale, and if we make an excel solution, you will continually have to alter the formulas as your list grows!
Let me know if you need any help.
It's kind of fun to do the impossible! -Walter Elias Disney
