Excel Newbie

[AG9292]

Hello,

I am new to understanding the benefits of utilising excel and the wealth of features it has, so I have a very basic understanding of formulas etc.

I am a Social Work Team Manager in Scotland. As part of my role, I need to get keep track of individuals who have been deemed to lack capacity in relation to their welfare and finances. After an individual has been deemed incapable, there is a process where either the Local Authority or a Private Applicant applies for a Guardianship Order, similar to a Conservatorship in the States.

There is a total of 10 steps in this process; this is the same steps for either a Local Authority Order or a Private Order.

I would like an excel spreadsheet that has a summarised dashboard that is easy on the eye and easy to understand. However, there also needs to be a more comprehensive page with all of the data for each of the applications including dates and each stage was completed. However, it would be good to have ‘triggers’ that alert the owner of the spreadsheet that an update is required. It would also be really helpful if there was a communication log/ update log for each of the applications.

I hope this makes sense – basically it needs to be a tracker with the ability to check a step/ task as complete or incomplete and there can be two different types of application and also a communication log would be beneficial.

If there was a way to collate data from the spreadsheet to advise of the timescales of each step for reporting purposes, that would also be helpful.

Is there anywhere you’d suggest I should look for tutorials either paid or free to help me with this, if it can even be done. It’s excel 2016 I have in work - windows.

I have a MacBook with excel too, unsure of the year of it.

Thanks,
AG9292

 

[AG9292]

Oh ... if you double click a cell in the Date Completed column, the date is automatically inserted.

Wow - how did you manage to do this so quickly?

Can I ask, how does a VBA differ to a formula? Can you still have a dashboard type page?

Apologies, I am new to all of this and I would like to understand what you are doing as opposed to just having someone do this for me.

I am happy to research/ read more in relation to VBA if you can signpost me to the right place.

 

[Logit]

Hmm ... well I enjoy VBA more than formulas. Probably due to my overall lack of knowledge concerning formulas.

One thing I don't enjoy about formulas ... in some cases as things change in the worksheet, the formula results can change as well. With VBA when a change is made to a cell, range, etc that change
is permanent and requires direct action to change the data. Everything has its exceptions but that is my take.

Concerning learning ... there are so many websites that teach Excel VBA and formulas. I've never been much of a book learner so when it came to Excel I simply jumped in, made a bunch of mistakes on my own and learned from those mistakes. I also learned along the way without making mistakes. *smile*

Study the example workbook and see if there is anything else you want added or changed.