I’d like to create a template/form in Excel that would read an Excel database. We have about 75 people who make quarterly contributions to a stock plan. I’d like the person’s name and address to show up at the top of the form and also to have their information since they started participating in the plan show up on the form. I didn’t want to have to create 75 different worksheets in one file and enter each individual’s data each quarter, and copy and paste formula’s etc. If I could just enter the data into a database in Excel and then the form would read the database it would make it much easier and faster to distribute the statements. Any examples to get me started would be greatly appreciated. I’ve attached an example of how I’d like the form to look, however I’m not sure how I need the actual database to be designed either. Help please!!!!!
Thanks!!!
LJM
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Excel Template (5.0)
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