I just started working with an agency that provides a variety of resources to community members in need. They have a lot of information spread out over various documents and l'm trying to make finding and providing the needed info as easy as possible. know this is asking for a lot, but this would be an incredible resource for this department. Please let me know if there are better ways to do what I'm trying to accomplish or if this is too confusing.
I'm hoping to create something in Excel that will auto-populate -- onto a designed form, ona separate sheet - - a list of agencies and their contact info based on a word search. On the current file, each tab lists contact info based on the provided service of the agency (food, housing, mental health, military, etc) and will have an additional cell titled "tags". This cell will list a variety of associated terms (medical, legal, rent, shelter, financial, social, etc). I'm not dead set on those tags being in one cell, but it would be nice if didn't have to have a cell for each tag. Then I would like for the user form to have a search bar of sorts... Or maybe a side bar/key with the tags listed to check or select?... But that might be messy... that would then pull from all tabs the corresponding agency name and their contact info to be populated onto a blank window on the sheet.
One thing to keep in mind is that there will be many agencies that share Some of the same tags, but not all. The program should allow that even though agency A provides 1, 2, 3, and 4 services, and agency B provides 2, 4, 5, and 6, it will still list both agencies if "search" tags 1, 2, 4 and 6. The form could then be downloaded as a pdf and printed for the client. If possible, and this is probably insane, l'd also like it if it could pull folders in the drive that have other printable materials that correspond with the service that is needed. It wouldn't drop the images onto the Excel sheet/form, but instead show the link that will open the appropriate folder in the shared drive. kinda see in my mind a drop down that lists the folders, you click the right one and it pops open? haven't made these folders yet, but if this is a possibility then that's a project for later.
Lastly, I'm trying to find a way for rows to be moved to an "inactive" sheet if we checka box and a cell, or type an x.. some kind of value. That can also move back if we remove the data from the cell. Thank you for any and all advice. I'm probably waaaay above my head but know Excel is powerful!
I'm hoping to create something in Excel that will auto-populate -- onto a designed form, ona separate sheet - - a list of agencies and their contact info based on a word search. On the current file, each tab lists contact info based on the provided service of the agency (food, housing, mental health, military, etc) and will have an additional cell titled "tags". This cell will list a variety of associated terms (medical, legal, rent, shelter, financial, social, etc). I'm not dead set on those tags being in one cell, but it would be nice if didn't have to have a cell for each tag. Then I would like for the user form to have a search bar of sorts... Or maybe a side bar/key with the tags listed to check or select?... But that might be messy... that would then pull from all tabs the corresponding agency name and their contact info to be populated onto a blank window on the sheet.
One thing to keep in mind is that there will be many agencies that share Some of the same tags, but not all. The program should allow that even though agency A provides 1, 2, 3, and 4 services, and agency B provides 2, 4, 5, and 6, it will still list both agencies if "search" tags 1, 2, 4 and 6. The form could then be downloaded as a pdf and printed for the client. If possible, and this is probably insane, l'd also like it if it could pull folders in the drive that have other printable materials that correspond with the service that is needed. It wouldn't drop the images onto the Excel sheet/form, but instead show the link that will open the appropriate folder in the shared drive. kinda see in my mind a drop down that lists the folders, you click the right one and it pops open? haven't made these folders yet, but if this is a possibility then that's a project for later.
Lastly, I'm trying to find a way for rows to be moved to an "inactive" sheet if we checka box and a cell, or type an x.. some kind of value. That can also move back if we remove the data from the cell. Thank you for any and all advice. I'm probably waaaay above my head but know Excel is powerful!
