7 Replies Latest reply: Feb 19, 2013 6:46 PM by Badunit
Beki18 Level 1 Level 1 (0 points)

I have no problems creating a user friendly, efficient database to organize members and be able to quickly locate them in a search mode. However, I am having issues translating it to Excel and remaining as user friendly and efficient. Anyone have any ideas??? Thanks!!!


MacBook Pro, OS X Mountain Lion (10.8.2)
  • Jerrold Green1 Level 7 Level 7 (29,950 points)

    Beki18 wrote:

     

    I have no problems creating a user friendly, efficient database to organize members and be able to quickly locate them in a search mode. However, I am having issues translating it to Excel and remaining as user friendly and efficient. Anyone have any ideas??? Thanks!!!

    What features do you seek to preserve?

     

    Jerry

  • Beki18 Level 1 Level 1 (0 points)

    Well, I created a databse using categories (rows that can expand) but when it translates into excel, the categories are no longer expandable, everything is just listed in one big list with headers. I don't know if there's a way I can keep the categories, or something like that, in excel.

  • Jerrold Green1 Level 7 Level 7 (29,950 points)

    Beki,

     

    Categories is a Viewer peculiar to Numbers. It won't export. You could create tables with an organization similar to the Categories view and export that document with its manually created summaries.

     

    Jerry

  • Beki18 Level 1 Level 1 (0 points)

    ha! you've lost me. I don't know what you mean by that....

  • Beki18 Level 1 Level 1 (0 points)

    I don't see how I can create the same style of database without using Categories as what I like about Categories is that they can expand...

  • Jerrold Green1 Level 7 Level 7 (29,950 points)

    So then, just get your associates to purchase Macs and Numbers so you don't need to export.

     

    Jerry

  • Badunit Level 6 Level 6 (11,400 points)

    I don't know of a way to do it in Excel. And for sure I don't know a way that would import/export with Numbers. 

     

    The closest thing I know of in Excel is the "Group" feature (found in the Data tab of Excel).  But this requires you to sort the table, add a new column to the left and a new row for each category name, manually put the category names in the new column, select rows for a particular category, Group, select the rows for the next category, Group, etc. Subcategories would require doing the same thing one level down. All manual processes. There is something called "auto outline" but I can't figure out what it needs to work, it won't auto-anything for me. But if you figure it out, maybe it helps automate the process some (or maybe it does something else entirely).

     

    Rows 1 & 4 and column A are the ones I added for category headings. You use the minus signs on the left to collapse a group. The group for Category 1 is rows 2&3 (not including row 1 or the heading will collapse/hide as well)

     

    Screen Shot 2013-02-19 at 9.39.46 PM.png

     

    Bottom line: A royal pain.