Hello Community,
I am familiar with basic EXCEL functions but a totally newbie when it comes to VBA or macros. However, I'd like to prepare the following data collection tool for a study project.
Introduction:
I'd like to prepare an organizational survey with EXCEL. Since managers have chronic time deficits, the survey needs to be easy to use and time-saving.
Account managers shall assess their accounts based on pre-defined characteristics. This should be done by means of a 5-point Likert scale.
The determination is to be made for each account and the survey input shall be transferred into an output list via an "add" button.
Design of the input sheet (survey):
Account Manager Name (dropdown menu)
Account Name (dropdown with distinct list of all associated accounts in a master list)
Account ID (VLOOKUP based on Account Name stored in master list)
Next button (next Account)
Prev button (previous Account)
Add button (add input to output sheet)
Update button (update respectively)
#Item, Question text, 5-point Likert scale (option buttons).
Example:
(1) The account is price-driven: (not at all) 1 ... 5 (absolutely)
(2) The account is strategically important: (not at all) 1 ... 5 (absolutely)
.
(10)...
Additional rules:
An account isn't allowed to be entered multiple times into the output sheet/list.
The number of all closed / open cases should be displayed.
Design of the Output Sheet:
Account Manager, Account ID, Account Name, Item 1 ... Item 10, Total Score.
I'd be very grateful for your help as I'm really struggling with this exercise. Please let me know if there is need for further clarification.
Best,
Shyle
I am familiar with basic EXCEL functions but a totally newbie when it comes to VBA or macros. However, I'd like to prepare the following data collection tool for a study project.
Introduction:
I'd like to prepare an organizational survey with EXCEL. Since managers have chronic time deficits, the survey needs to be easy to use and time-saving.
Account managers shall assess their accounts based on pre-defined characteristics. This should be done by means of a 5-point Likert scale.
The determination is to be made for each account and the survey input shall be transferred into an output list via an "add" button.
Design of the input sheet (survey):
Account Manager Name (dropdown menu)
Account Name (dropdown with distinct list of all associated accounts in a master list)
Account ID (VLOOKUP based on Account Name stored in master list)
Next button (next Account)
Prev button (previous Account)
Add button (add input to output sheet)
Update button (update respectively)
#Item, Question text, 5-point Likert scale (option buttons).
Example:
(1) The account is price-driven: (not at all) 1 ... 5 (absolutely)
(2) The account is strategically important: (not at all) 1 ... 5 (absolutely)
.
(10)...
Additional rules:
An account isn't allowed to be entered multiple times into the output sheet/list.
The number of all closed / open cases should be displayed.
Design of the Output Sheet:
Account Manager, Account ID, Account Name, Item 1 ... Item 10, Total Score.
I'd be very grateful for your help as I'm really struggling with this exercise. Please let me know if there is need for further clarification.
Best,
Shyle
