Hi I need to send out a large amount of data to various users for their verification or denial. I want the user to check or select either yes or no for each line of data. I will give them the option to add additional information as well. I also need to accumulate all of the data that is returned from each user while ensuring that I receive responses from every user. I am looking for the best way to handle this. Is there a way to use Excel for this or should I strictly use Outlook? Any suggestions would be greatly appreciated. Thanks so much!
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Accumulating verification or denial of data from several recipients
- Thread starter TONYA
- Start date
NARAYANK991
Excel Ninja
Hi Tonya ,
Excel can easily handle structured information , which means you can easily process user responses which are limited to selecting from a list of options.
But once you say that users will be required to give additional information , then if this is not going to be in any standard format , but will be free-form text , then Excel is not going to help much.
Narayan
Excel can easily handle structured information , which means you can easily process user responses which are limited to selecting from a list of options.
But once you say that users will be required to give additional information , then if this is not going to be in any standard format , but will be free-form text , then Excel is not going to help much.
Narayan
Thanks for the response, Narayan! The pieces that I am hoping to easily track are the yes / no answers. I can handle the adds manually. If I am only tracking the yes / no answers, is there an easy way to do it within Excel? My hopes are to find a way to track similar to the Outlook tracking with the voting buttons. The biggest difference is each user will be getting a different group of scenarios to verify or deny. For instance, user 1 would receive a spreadsheet listing only the clients that he/she works with directly while user 2 will receive their respective clients. The results that I am looking for is for user 1 to verify or deny that everyone listed as his/her clients are still legitimate clients of our business and the same results for user 2 and his/ her clients. I am hope this makes sense and appreciate anything you can share that may make this more manageable as I am going to be sending this to approximately 1,000 users.
The second challenge is tracking responses it lack thereof. Any tricks of the trade for that? Also, I am not familiar with Visual Basics. I am strictly a formula-user. Thanks again!
The second challenge is tracking responses it lack thereof. Any tricks of the trade for that? Also, I am not familiar with Visual Basics. I am strictly a formula-user. Thanks again!
NARAYANK991
Excel Ninja
Hi Tonya ,
Let me understand your requirement :
1. You are going to send individual workbooks to around 1000 users.
How are you going to create these individual workbooks , since they may well be different from one another ; or are they all going to be the same ?
2. Each workbook will consist of a set of questions , to which the user is supposed to respond with either a YES / NO response or a TRUE / FALSE response.
Excel has option buttons for this ; there should be no problem incorporating this into your worksheets.
Can you indicate how many questions there will be in each workbook ? Will this be the same number in each workbook or will each workbook have a different number of questions ? If there are a different number of questions in each workbook , then introducing the option buttons will become a cumbersome activity , since if a workbook has a lesser number of questions , the unwanted buttons will either have to be hidden or deleted.
3. Once you receive the filled-in workbooks , what will you do with them ?
How are you going to consolidate the responses ?
Can we start of by setting up a prototype on a smaller scale , say 2 or 3 workbooks with about 5 to 10 questions in each ?
Narayan
Let me understand your requirement :
1. You are going to send individual workbooks to around 1000 users.
How are you going to create these individual workbooks , since they may well be different from one another ; or are they all going to be the same ?
2. Each workbook will consist of a set of questions , to which the user is supposed to respond with either a YES / NO response or a TRUE / FALSE response.
Excel has option buttons for this ; there should be no problem incorporating this into your worksheets.
Can you indicate how many questions there will be in each workbook ? Will this be the same number in each workbook or will each workbook have a different number of questions ? If there are a different number of questions in each workbook , then introducing the option buttons will become a cumbersome activity , since if a workbook has a lesser number of questions , the unwanted buttons will either have to be hidden or deleted.
3. Once you receive the filled-in workbooks , what will you do with them ?
How are you going to consolidate the responses ?
Can we start of by setting up a prototype on a smaller scale , say 2 or 3 workbooks with about 5 to 10 questions in each ?
Narayan
Hi Narayan - thanks so much for the time you are willing to give on this! I did not want to give too much information so I have been rather brief because I didn't want to overload. So, what I am doing is an audit on an individual user's access. The user's supervisor will receive an email with an attached spreadsheet that lists everything that the user can access within our system. For each line of data that the user can access, I want the supervisor to tell me Yes he/she should have that access or No he/she should not. I may have one user that only has access to two different models; therefore, that supervisor would only have two rows for which an answer would be required. The next user may have access to 30 models which would require that supervisor to select yes or no for each of the 30 models.
When I receive the completed information, I will update our system accordingly. This is all somewhat of a challenge because I have never used the option buttons nor group boxes. I am looking for any help or suggestions that you may have to make this a success.
When I receive the completed information, I will update our system accordingly. This is all somewhat of a challenge because I have never used the option buttons nor group boxes. I am looking for any help or suggestions that you may have to make this a success.
NARAYANK991
Excel Ninja
Hi Tonya ,
You say that the number of questions can vary from one user to another ; this makes things complicated.
Is it possible to have a template , where all the questions are listed in the rows , and all the users are listed in the columns ; within this matrix , you enter a YES where a question applies to a user. The matrix will therefore have several YES cells , and several blank cells.
We can now write a macro to generate the individual worksheets from this matrix , where each worksheet will contain all the questions which apply to one user. The macro will copy only the applicable questions to a new worksheet , and rename the worksheet to that user's name.
Narayan
You say that the number of questions can vary from one user to another ; this makes things complicated.
Is it possible to have a template , where all the questions are listed in the rows , and all the users are listed in the columns ; within this matrix , you enter a YES where a question applies to a user. The matrix will therefore have several YES cells , and several blank cells.
We can now write a macro to generate the individual worksheets from this matrix , where each worksheet will contain all the questions which apply to one user. The macro will copy only the applicable questions to a new worksheet , and rename the worksheet to that user's name.
Narayan