Can you help point me in the right direction? I can usually figure things out in Excel, but if you could help me get started on this project, I’d really appreciate it. I need to create a report that lists each of the sales people in my org and every account they have that’s 90+ days past due. Then, next month I need to update it showing how many of those accounts have been collected and how many accounts in the current month are past due. The additional kink in the hose is that all this data is going to be coming to me in .txt format. So, I’m looking for the (relatively) fastest and easiest way to do this each month for… about 50-70 sales people and all their accounts. Where to start?
Please, also, apologies if this is so simple a blind rhino could do it.
I have OO Base, but I’m a real neophyte. I’m trying to teach myself, but I know Excel much better than Base. I agree, though. I think we could do a lot more a lot more easily if someone around here knew how to work with a database.
I have not used OO Base but I presume it has a way to whip up a simple database. MS-Access certainly does and even with not knowing much I think your needs would be easily done there.
Usually the harder part is designing the report to display the data as you’d like it (maybe not hard but more work to get the way you’d like it).
Might be worth an hour’s look to see what you can manage.
Yeah, I’m sure you’re right. Rats. (There’s a reason why I am loathe to teach myself even more stuff for my boss. But, I do know that all the stuff I’ve taught myself how to do on this job is going to help me immensely when I quit!)