I have been charged with re-creating our expense statement. The statement is used by employees when they travel or when they need to be reimbursed for misc. purchases. The form we currently use was created in Excel and is pretty sophisticated. We have a column for procurement/prepaid charges, miles travel, registration, lodging, airfare, vehicle rental, gas, meals, and misc. charges. Formulas are used to calculate mileage, and total the entire statement. I need to make some changes, and will likely need to recreate the entire form. I have been told that Excel allows you to prompt a user (ask questions), and then plug that information into the spreadsheet. I haven't done any research on that yet, but am thinking that may be helpful.
So, my plea to you:
1. Do you have an expense statement (travel or otherwise) that I can view?
2. Do you have any experience/suggestions when working with forms (what works or doesn't work) that would be helpful?
3. Do you have any suggestions regarding using prompts in Excel?
Statements can be sent to me via e-mail at janel.veeser@nwtc.edu. Thanks.
Submitted by: Janel Veeser
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Tammy, my e-mail is listed above. janel.veeser@nwtc.edu. thanks.
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Janel Veeser on
5/18/2009 10:47:23 AM
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Janel,
If you want to send me your email address, I will forward you a form that I created for my company that tracks how much they spend on airfare, hotels, rental cars, meals etc for the year.
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Tammy Holman on
5/13/2009 1:55:42 PM
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I have found the Microsoft Office Knowledge Base (http://www.officekb.com/) very useful for questions like this; or else another forum website called Mr. Excel (http://www.mrexcel.com/) On both sites you can do extensive searches; or you can post a specific question if you are stumped on something. As I say, I've found both very helpful in different situations. Good Luck!
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Anonymous on
3/3/2009 2:10:44 PM
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I know Excel can be used to create forms--it's just a big grid which allows you to insert calculations into the cells--and that selected cells can be frozen which forces the user to follow a prescribed procedure through the form as they tab through the unprotected cells (tools, protection,...), but I've never heard of an option where Excel prompts the user to fill in certain fields. That would require some creative work with drop down boxes, etc. You might want to start with Excel's Help button and then enter "create forms". (Remember, you can set the cell background and line colors to white in the worksheet and that will in effect give you a page look if you want an Excel document with a Word look...)
Have you looked at Microsoft Inform?
Adobe Acrobat allows you to import a form from Microsoft xxx and then add features which will give the user a user-friendly form in .pdf but it is not something to try if you're not already proficient with Acrobat. Converting .doc or .xls to .pdf is easy; it's adding the functionality that is hard.
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Anonymous on
2/24/2009 6:07:54 AM
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Janel,
If you send me an email address I can forward you two different templates we use that seem to be pretty easy. The other suggestion I would make would be to check out templates available from Microsoft.
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Victoria Hahn on
2/11/2009 3:51:32 PM
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