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Home Office LTD company. Database

Extracts from this document...

Introduction

Implementation In my workbook for the Home Office LTD company, I have designed seven main sheets: 1. Main menu 2. Customer database 3. Product information 4. Generic order form 5. Discount table 6. Monthly review 7. Yearly review Other sheets can be made from these seven base sheets. This is done by edited the information on the relevant sheet, and then "save as" another name to keep both sheets i.e. monthly review... once January is completed, that sheet is saved as "Jan stats", then the info is deleted off the sheet then figures are entered for February then that is saved as "Feb stats". The same can be done for the generic order form and yearly review. Main menu sheet The purpose of this sheet is simply that is it a directory for the user. From any other sheet in the workbook, with a click of a button (which is on every sheet) the user can go back to the main menu and chose from the buttons which sheet they want to go to. With another click of a button, the user is then taken to the sheet that they selected on the main menu sheet. The purpose of this is so that there is little confusion as possible for the user, as when looking through so many figures, stats and information, the user could easily get confused with what sheet they want an where it is. It works by using six macros to get to other sheets and another six to get back to the main menu. Buttons that go to the sheet as stated on the button In the screen shot above, it shows the worksheet working perfectly. With this sheet, there were no problems at all creating it and the macros involved. In this sheet, there are five macros. These were made by pressing the record macro button, while starting on this page, while recording I clicked on to another sheet and then stopped recording the macro. ...read more.

Middle

the message and highlighted cells. Order Form Sheet The purpose of this sheet is to act as an invoice sheet that can be printed off, sent to customers, and filed away for the firm - if they wish to. In addition, it can be "saved as" another file name so that the generic sheet can be used more than once. The delivery charge, sub total, discount given, grand total and the products automatically appear after the product code is typed. Furthermore, the information from this sheet can be transferred to the customer database by clicking the "Send to database" button. This sheet works out everything for the user and the main purpose is to save time for the user as once the formulas have been programmed the totals and so fourth will be correct as long as the requirements do not change. This screenshot shows all the formulas displayed. The vlookup feature formula is linked to the product information sheet. The table used in the product information sheet allow the user to type in the product code in the A column and with the vlookup formula the price of the product would appear. With the price appearing, I used that cell to multiply with the quantity to work out a subtotal. The subtotal is then multiplied with a discount rate to work out another total. The discount is worked out by using another table (discount table), with same process as vlookup, it allows a figure to be entered and the discount automatically appears. Other formulas like the delivery charge are a standard �10 with additional �1 per mile, which is worked out automatically through another formula in cell D28. The installation is manually entered, if the client wishes. The total adds up the sub total with discount, delivery and installation and then the final price. The final price needs to be entered again in cell D32 as this allows the total to be transferred to the customer database along with the other personal information. ...read more.

Conclusion

Throughout the project, I have used one main piece of software, which is Microsoft Excel. The reason for this is that Excel is a massive calculating, database creating, analytical workbook, which can store thousands of pieces of information and can calculate more sums and information from the original. This programme is perfect for the end user as it has everything that they need. It stores clients, creates sheets with analytical monthly and yearly reviews. The software also has a facility that calculates complicated sums, formulas, percentages and so on without any humans having to work it out themselves, they only need to type in the formula once and the programme will remember it. In the programme, other functions allow the user to do things such as transfer data to one sheet to another with the use of a macro. This once recorded, and then need not be edited unless the sheet is dramatically changed. All of these features help the user have a simple workbook where they can create order forms/invoices, keep track of their stocks, hold a list of all their clients, analyse sales and other figures within the sheet to create graphs and charts. The other programme used in the project was Microsoft Word. This is used for typing up my findings and all the details of the project. In addition, Word can be used for the Home Office LTD company as they can create mail - merged letters. This means they can then send out generically created letters and have the clients name, address, etc all personalised in the letter without having to type it out themselves. All they need to do is link the mail merge to the database in Excel, which has all the relevant information. Another package used for the project is Visual Basic; it is within the Excel package. With Visual Basic, it allows the user to create the many macros used. It was perfect for this project as without it, all of the buttons would have been extremely difficult to produce as easily as with Visual Basic. ?? ?? ?? ?? Tarun Nayyar - Implementation ...read more.

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