Complex Excel Reporting / Cloud Solution?

[Eddie DeJong]

Hi all,
new to the forum.

We are a company that fixes heating and cooling problems.
In a day we could process up to 60-70 calls which need tracking, and organization.

We have built in Excel a fairly comprehensive reporting tool that filters our jobs and helps us understand where they all sit in the entire cycle (service call, part ordered, part received, scheduling installation of part)

The information is synced from a data export from our core software. We do this nearly every day.
The problem is, I need to have a few people edit this spreadsheet - so I am looking for more of a Cloud solution with more functionality / and reporting.

Does anyone know of any Cloud reporting / excel solutions that are extremely functional and allows to regulate access / etc?

Thanks.

 

[Eddie DeJong]

Hi there,
no one has any ideas about a cloud solution?
Thanks!
Eddie

 

[Smitty]

Welcome to the Board!

Dropbox & SkyDrive do allow Excel collaboration with multiple users, but it's not necessarily that great as they can have conflict issues.

If you're working with 60-70 records a day and multiple users, I'd consider using Access, as that is a true multi-user platform. If you look at the Microsoft Template Gallery, there are plenty of pre-made free templates. It's also pretty easy to import data from external systems. Access is also good at producing robust queries/reports.

HTH,

 

[Eddie DeJong]

I really appreciate your reply.

Does Access allow for complex calculations as Excel does? We need to calculate profit margins, and perform conditional formatting etc that we currently do in Excel.

Let me know your thoughts.
Thanks
Eddie

 

[Smitty]

Access supports a lot of calculations, although for data analysis, Excel is probably the preferable medium. The nice thing about Access is that it allows you to query details from large data sets then export them to Excel for analysis. And you can set up queries so that they automatically update the data in Excel.