JackDanIce
Well-known Member
- Joined
- Feb 3, 2010
- Messages
- 9,922
- Office Version
- 365
- Platform
- Windows
Hi,
Working on a project to aggregate monthly reporting revenues for a company using Excel.
Outline:
User inputs data and revenue for 1 team
(4 additional teams need to be able to do this)
An aggregate output needs to show all user inputs across all teams
Before month-end, user can change/rebook revenue for their own team
Once month-end is locked down, revenues can't be changed (need a tracker for pre month-end change)
Initial thoughts
Design a data capture form/template
Write input to a centralised location - which generates aggregate output (probably via pivot table)
Use some kind of match to be able to retrieve inputs for edit/change
Something to determine lock-down to prevent edits
Different users to have different levels of access/edit change etc
Have some thoughts like using a CSV file as a temporary cache to allow data read/writes, with pivot table connected to it.
Whilst this would be so much easier on a database, powers that be would like it in Excel.
Rather than try to reinvent the wheel, I thought I'd ask for feedback here from anyone who's done a similar exercise.
TIA,
Jack
Working on a project to aggregate monthly reporting revenues for a company using Excel.
Outline:
User inputs data and revenue for 1 team
(4 additional teams need to be able to do this)
An aggregate output needs to show all user inputs across all teams
Before month-end, user can change/rebook revenue for their own team
Once month-end is locked down, revenues can't be changed (need a tracker for pre month-end change)
Initial thoughts
Design a data capture form/template
Write input to a centralised location - which generates aggregate output (probably via pivot table)
Use some kind of match to be able to retrieve inputs for edit/change
Something to determine lock-down to prevent edits
Different users to have different levels of access/edit change etc
Have some thoughts like using a CSV file as a temporary cache to allow data read/writes, with pivot table connected to it.
Whilst this would be so much easier on a database, powers that be would like it in Excel.
Rather than try to reinvent the wheel, I thought I'd ask for feedback here from anyone who's done a similar exercise.
TIA,
Jack
