Designing a userform in Excel

[gulli09]

I'm working on a project for a company with 15 departments. I worked most of the small parts out but I'm wondering about the best way to design a user form. What I need is a simple input sheet where each department can, for a sake of argument assign a new sale. They would assign their name, department name cost of sale, profit of sale etc. and those numbers be automatically transferred to a bigger output sheet where the upper management can view them all.

The sales would also need to be edited, if at a later point they were to change. So basically I'm trying to design a input sheet where each department can assign new sales which move to a output sheet whilst also being update able at a later time(using something like sparklines to show the changes)

What would be the best way to design such a input sheet, is it possible do this with a user form? It's supposed to be as easy to work with as possible, so I would prefer to avoid using add-ins or complex procedures(for the ones assigning the sales, the programming can be complex)

Any tips?

 

[VoG]

This tutorial should get you started http://www.contextures.com/xlUserForm01.html

 

[gulli09]

Thanks for that,

I should not have much problems managing designing the userform, what I'm mainly wondering about is whether I can update specific sales later(f.x. with a macro saying "updating sale") and whether it should be any problems for the sales to auto register in an output sheet?

 

[gulli09]

Finished the tutorial and certainly seems like a fit for me. What I would need to fix however is the data entry(f.x. that the date has to be a date, the location has to be a valid store(is it possible to use a dropdown list inside the userform?)

Should be able to figure those things out for myself,

But that leaves the two main questions. Is it possible that if store 3 assigns a sale, that the information from that goes automatically into a output sheet for Store 3, and also to the bigger output sheet that only the upper management would see? And of course, whether it's possible to update the sales on a later date?

Thanks for the awesome quick reply, hoping for another one like it that can clarify it for me so I can begin working on it, and possibly a more advanced userform guide?

 

[Snakehips]

gulli09,

The short answer is YES & NO.

Yes you can update specific sales later and no problems with the output sheet.
You can accomplish almost anything you wish with a good imagination and the right code.

Firstly you want a form that will accept new sales input and add it to the sales database.
Secondly you want another form that will retrieve a specific sale from the database, allow you to edit it and update the data base.

The degree and complexity of the coding will obviously depend upon your particular situation and I feel it could be a bit difficult to put together a general illustrative example here on the forum.

If you wish to send me a PM I would be willing to email you a file that should provide you with a good few pointers.