Customer Referrals - Excel to Relational Database
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Post a project like this- Posted:
- Proposals: 35
- Remote
- #4272621
- Expired
Description
Clearly there are customers, volunteers and meetings so the data should be in multiple tables but currently everything is in a single excel file with one row for each 'case'. There is no 'user interface', the excel file has some data validation rules but doesn't use tables or any advanced features to allow searching, sorting etc.
The charity are not convinced that the excel file needs any revision.
I have some experience in Access (dating back 20+ years) - I suspect things have moved on a bit.
The charity has a Sharepoint site but only uses its basic functionality.
I would like to create a better version. I'm reasonably proficient with excel and could do 'something' I suspect that, if I did, I would need to re-do everything if ever we got as far as integrating this with sharepoint. It may be that a 'properly' designed excel sheet could integrate with sharepoint and we could do it that way? I'm not proficient with Sharepoint.
I would like to convert the excel file to a relational database that I could then design a suitable front end for. This database would function in a 'stand alone' way for immediate use but later integrate into sharepoint relatively easily. (as mentioned - I'd be happy to design forms in excel using VBA but I think we're maybe past that now?
Is this possible? (it 'kind of' is using Access but maybe this isn't the way to go?).
This is a self funded project that I'd like to 'show' to the charity. Whilst I'm happy to 'negotiate' I'm hoping that it doesn't involve too much work and won't be expensive ...?
NB I do not respond to automated replies as there always seem to be a lot of "I can do your project" generic replies but I will get back to anyone who (I think) has taken the time to read the proposal. I hope this doesn't sound unfair ...?
Bob H.
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Hi Bob, I did something exactly like this a few years ago, in the end the work took significantly longer than expected due to Access having more exacting rules about data types and integrity and needing to tie tables together properly so they would work according to the rules of a relational database. I'd also agree we are a bit beyond the days of Access. I'd suggest, especially with the rate quoted to just make use of Excel to do the whole thing, there's plenty of functionality to contstruct the "back end" on one set of tabs, the calc sheets on another set and then the front end on another set. This would also satify the charity requirments for keeping it all in Excel! Kind Regards, Nathan
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Please send the current excel solution, i can take a look before quoting properly and give some recommendations/feedback