Brainstorming Ideas for Excel Sheet/Form

notoriust2

New Member
Joined
Jul 28, 2015
Messages
4
I have a big long list of raw data in a table (2500 rows and 10 columns) that I need to be able to do the following with...
  1. Search for data in column A, then present the data on the associated row, might be multiples
  2. allow a user to save a note with that row of data and assign a date and initials to said note

The most important part of this is that it needs to be User Friendly. Multiple people will be accessing this with all types of computer background so it needs to be easy.

My initial thoughts: Create a user form that has a dropdown box with all the data from column A with the duplicates removed. That data drives a lookup function to pull the rest of the data from the associated rows. Once selected the data is displayed on the form for the user to see with any possible notes. A button at the bottom will allow the user to input text into a box in order to save a note. But where will I save these notes that will be easily accessible?

Thanks,
 

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.
Can you save the Note with the Raw Data?
Else, you can have a separate table with a unique identifier for each row and save the Notes there.
When your userform pulls the data, it can do an additional query to the Notes table and get the Note, if it exists.

Also, not sure how many unique items you have in column A, but you may not want a dropdown. You could do a listbox of unique items on the left, then have the matching rows in another listbox to the right. And, depending on the size of your notes, perhaps a 3rd listbox showing the note of the item selected in listbox 2.
 
Upvote 0
I can save the note with the raw data, but it might be easier to link it with an identifier

I have about 50 unique items in column A

Jumping in on your listbox idea, i think it would be a good idea to have three listboxes going from left to right. Once the final RH side list box is selected, the data can be displayed along with the note(s). I can come up with a way to display the note, but once we get into mulitples is there an easy way to figure how many notes there are? Simply...

If istext(A1)=true then display A1?
 
Upvote 0
Not sure what you mean by multiples.
User selects from Listbox (LB1), a filtered list appears in LB2, user makes a selection; the 3rd actually should be a textbox instead of a listbox. This lets the user edit the note. But, it would be one item (row) at a time.

If you want them to view multiple notes at a time.. well, that gets confusing for the viewer - what if an item doesn't have Notes?

As for matching a selection to a Note in the other table, you could use the Match function in your code, though you'll need error trapping to handle it if an Item doesn't' have a Match yet.
 
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