Excel Spreadsheet Question
May 6, 2016 18:49:11 #
Indi wrote:
My fishing club treasurer keeps track of all membership dues paid & delinquent.
He wants to send notices to any member who is delinquent but they shouldn't be able to see other member's info/delinquency.
Can any of our UHH Excel gurus help.
He wants to send notices to any member who is delinquent but they shouldn't be able to see other member's info/delinquency.
Can any of our UHH Excel gurus help.
Been a long time. I think if you highlight the part you want to print then tell printer to print selected part only. Good luck.
May 6, 2016 21:08:17 #
OK, here's what I've done so far:
I created an Access database Table and a Form into which I imported the original spreadsheet fields. That works nicely but I think I might redesign the form. Anyway, that's my problem.
Then I created an MS Word Form Letter with the only field being the recipient's name. That's really all that's needed.
However, when I try to get the reci9pients from the data source, they're not showing up in the form.
There are 50-55 recipients but it might be better and easier to create that list in Word Mail-Merge.
I'm still working at it. :x :shock: :| :|
I created an Access database Table and a Form into which I imported the original spreadsheet fields. That works nicely but I think I might redesign the form. Anyway, that's my problem.
Then I created an MS Word Form Letter with the only field being the recipient's name. That's really all that's needed.
However, when I try to get the reci9pients from the data source, they're not showing up in the form.
There are 50-55 recipients but it might be better and easier to create that list in Word Mail-Merge.
I'm still working at it. :x :shock: :| :|
May 6, 2016 21:41:23 #
Indi wrote:
OK, here's what I've done so far: br br I created... (show quote)
Sounds like the hard way to me.
May 6, 2016 21:51:40 #
Indi wrote:
OK, here's what I've done so far: br br I created... (show quote)
Are those particular cells blocked so they can't be copied or exported???
May 6, 2016 21:52:26 #
SteveR wrote:
Sounds like the hard way to me.
You think he should just cut & paste?
May 6, 2016 22:00:20 #
Indi wrote:
You think he should just cut & paste?
No, as I said previously, he can select to "hide" the data of other members, leaving only the data of the member involved.
I used this method as a buyer working up spreadsheets of products for bid.
May 6, 2016 22:03:16 #
SteveR wrote:
OK, stupid question which I SHOULD know. how do I (he) "hide" the data of other members?No, as I said previously, he can select to "hide" the data of other members, leaving only the data of the member involved.
I used this method as a buyer working up spreadsheets of products for bid.
I used this method as a buyer working up spreadsheets of products for bid.
May 6, 2016 23:29:20 #
Indi wrote:
OK, stupid question which I SHOULD know. how do I (he) "hide" the data of other members?
Highlight those lines and select "hide."
May 6, 2016 23:40:26 #
SteveR wrote:
Highlight those lines and select "hide."
I'll have to try that out tomorrow. Thanks.
May 6, 2016 23:41:55 #
Indi wrote:
I'll have to try that out tomorrow. Thanks.
Let me know how it works for you. I think you'll find it fairly easy. You'll have to highlight the entire line, not just the "number."
May 7, 2016 05:31:59 #
while I was working I used Excel for my accounts, the same format could be used for your club (subject to its total membership, although there is no limit, it would just be the amount of time to do it) instead of having a singular sheet for all the members, have a separate sheet for each member, daily/weekly/monthly or annually ? whatever suits you best ??, these can all be linked together by using the "paste special" and then "paste link", that way each person has his/her own accounting sheet. Each sheet could headed with the members details and then detailed down the right hand side their state of commitments ?, each sheet can be renamed to each person. The last sheet could "linked" from all the others to show the club's financial status, I'll try and mock up a demo, but I'm not sure if I can post an excel file
May 7, 2016 06:11:56 #
Indi wrote:
My fishing club treasurer keeps track of all membership dues paid & delinquent.
He wants to send notices to any member who is delinquent but they shouldn't be able to see other member's info/delinquency.
Can any of our UHH Excel gurus help.
He wants to send notices to any member who is delinquent but they shouldn't be able to see other member's info/delinquency.
Can any of our UHH Excel gurus help.
Many ways this can be accomplished,especially if you know how to use formulas. (if, if nots etc.etc.) The easiest with out knowing how you have things organized, If your just printing a list of particular cells, rows or columns, you can highlight them and under Page Layout, set as Print area, It will then print just whats high lighted, print to PDF virtual printer.
Another quick way is to highlight what you don't want printed, and make background same as letter color...(similar to redacting) reverse when done.
Another was is to make a row at the far right, after each member (row) in a cell... formulate to read paid or not paid, then sort by those cells.
May 7, 2016 06:25:32 #
I use Excel and pivot tables frequently. I would use mail merge to accomplish your task. Try setting up one sheet with the accounting info (likely in place already) and one with member personal info. Have one colum in each that match - such as a membership number. You can then use mail merge with a form letter to query the first sheet for records meeting a special criteria (late payment) and the second for matching user's information and generate the notice(s).
May 7, 2016 07:09:53 #
Just send the default member an email , and tell him he has to cough up !!!
What the Hell does that solution have to do with EXCEL !!!!
What the Hell does that solution have to do with EXCEL !!!!
May 7, 2016 07:11:35 #
Using Word to generate the letters is absolutely the easiest. The hard part is to figure out how to do that. I learned how to get an HOA manager to send deficiency reports, and it filters very well. Then he didn't use the system anyway! It is very powerful once you learn how.
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