Microsoft Office Forums Generate custom report based on user selection?

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 06-04-2019, 02:58 PM
zephyrus17 zephyrus17 is offline Generate custom report based on user selection? Windows 10 Generate custom report based on user selection? Office 2019
Novice
Generate custom report based on user selection?
 
Join Date: Jun 2019
Posts: 2
zephyrus17 is on a distinguished road
Default Generate custom report based on user selection?


Hi all, I'm not sure if I'll be able to explain well, but I'll give it a shot.

I would like to create a 'program' that can generate a custom document containing tables that can be printed out. The user selects categories by ticking check boxes or something, to generate what's in the finalized document.

The usage is for an engineering context, but I'll try to come up with a simple example. Say I have 30 cookbook recipes that are either Italian or Chinese cuisine. And within each cuisine there's soups, salads, roasts, entrées, etc., whatever. A user will open up this tool, select what he/she wants via a selection, then a finalized cookbook will be generated for printing or sharing. So they can just do all the Italian dishes, or only the vegetarian dishes from either cuisine, etc.

I was initially wanting to do it in Excel, but was told that Access is better for databases. Which is better? Or, should I be totally looking at something else altogether? I'd like the 'program' to be usable by anyone with just some clicks, and not needing to be an Excel or Access or programming expert. It should also be portable so that the 'program' can be shared to other people.

Thank you very much in advance for all your help!
Reply With Quote
  #2  
Old 06-04-2019, 09:28 PM
Logit Logit is offline Generate custom report based on user selection? Windows 10 Generate custom report based on user selection? Office 2007
Competent Performer
 
Join Date: Jan 2017
Posts: 246
Logit is on a distinguished road
Default

Excel vs Access .... kinda like do I buy a Chevrolet or a Ford ?

Having said the above, there will be those who will post their responses here with a list of pros and cons for using each. My personal opinion is Excel will do the job just fine.
Reply With Quote
  #3  
Old 06-05-2019, 07:18 AM
ArviLaanemets ArviLaanemets is offline Generate custom report based on user selection? Windows 8 Generate custom report based on user selection? Office 2016
Expert
 
Join Date: May 2017
Posts: 455
ArviLaanemets will become famous soon enoughArviLaanemets will become famous soon enough
Default

How it may be done with Excel:
You have a table where all items/reciepes/whatever are registered, along with fields for search criterions. Going with your example - ReciepeName, Country, Type, Class, ...;
Then in another table you have details for those items/reciepes/whatever registered (e.g. Reciepe, Ingridient, Quantity);
You also need a separate tables for every search criterion from 1st table - so you can use data validation lists for entering data into 1st table, and for setting report criterions.
Then in separate sheet you can select criterion values. And on same sheet, or in some hidden one you need a table, where a list of items/reciepes/whatever matching selected criterions from 1st sheet is generated (worksheet formulas will do nicely);
On same sheet where you did set criterions for report, you can also select a item/reciepe/whatever from this generated list (Data Validation again). Based on this last selection, the report is generated (e.g. the name of reciepe, and below it the list of ingridents and their quantities).
Reply With Quote
  #4  
Old 06-05-2019, 08:36 AM
zephyrus17 zephyrus17 is offline Generate custom report based on user selection? Windows 10 Generate custom report based on user selection? Office 2019
Novice
Generate custom report based on user selection?
 
Join Date: Jun 2019
Posts: 2
zephyrus17 is on a distinguished road
Default

Quote:
Originally Posted by Logit View Post
Excel vs Access .... kinda like do I buy a Chevrolet or a Ford ?

Having said the above, there will be those who will post their responses here with a list of pros and cons for using each. My personal opinion is Excel will do the job just fine.
To be honest, I am leaning towards Excel if that is the case as I have never used Access. So there's an extra learning curve there in itself.

Quote:
Originally Posted by ArviLaanemets View Post
How it may be done with Excel:
You have a table where all items/reciepes/whatever are registered, along with fields for search criterions. Going with your example - ReciepeName, Country, Type, Class, ...;
Then in another table you have details for those items/reciepes/whatever registered (e.g. Reciepe, Ingridient, Quantity);
You also need a separate tables for every search criterion from 1st table - so you can use data validation lists for entering data into 1st table, and for setting report criterions.
Then in separate sheet you can select criterion values. And on same sheet, or in some hidden one you need a table, where a list of items/reciepes/whatever matching selected criterions from 1st sheet is generated (worksheet formulas will do nicely);
On same sheet where you did set criterions for report, you can also select a item/reciepe/whatever from this generated list (Data Validation again). Based on this last selection, the report is generated (e.g. the name of reciepe, and below it the list of ingridents and their quantities).
Thank you very much for helping. I will need to take some time to wrap around what you've said and to try it out myself.
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Generate template-based letter with multiple variables shallaes Word VBA 5 07-12-2018 12:18 AM
Report Containing Multi-Selection Dropdown Donnatoye Word VBA 10 06-20-2018 08:58 AM
Generate custom report based on user selection? Novice to Pivot Table: Need help to generate a report in a predefined format Himansu Excel 2 10-26-2014 03:57 PM
Generate custom report based on user selection? User Form to Automate Entry in report Panzer Word VBA 2 08-22-2012 04:17 AM
Custom Report Templates fervorking Outlook 0 05-25-2011 09:39 AM


All times are GMT -7. The time now is 03:34 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2019, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2019 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft