How do I build this Macro?

O

Omakbob

I'm trying to put together a simple Macro that will help us track the types
of calls we get. We have the following categories:

Billing
Customer Service
New Business
Indv Quoting
Miscellaneous

What I want is a button underneath each category title that, when clicked,
will keep an auto tabulation of the total calls for each category on another
sheet within that workbook.

Help?!
 
M

Myrna Larson

Have you considered using a Pivot Table? That will give you totals for ALL
categories in one table. Pivot Tables don't update automatically, however, so
you might want to create a button that recalculates the table. Of course
right-clicking within the table brings up a menu with a recalculate option,
but most users may not think to do that.
 
O

Omakbob

I'm looking for something that will tabulate the calls one at a time. That
way, they just have to click the button under "Billing" and a master sheet
will automatically add 1 to the total number of billing calls handled that
day. (or 'customer service' if the call was for CS).

I'm not sure a Pivot Table is the type of format I'm looking for (although I
admittedly don't know a whole lot about Pivot Tables).

Thanks
Bob
 
B

Bill Martin

Omakbob said:
I'm trying to put together a simple Macro that will help us track the types
of calls we get. We have the following categories:

Billing
Customer Service
New Business
Indv Quoting
Miscellaneous

What I want is a button underneath each category title that, when clicked,
will keep an auto tabulation of the total calls for each category on another
sheet within that workbook.

Help?!
Click to expand...

-------------------------

I don't think you need a macro unless you want one.

You could choose to install a "spinner" from the forms tool bar rather than a
button from the same place. That shows you two buttons -- one up, one down.
You right click on the buttons and then click on "Format Control". In the "Cell
Link" you put the name of a cell where you want the total to be visible.
Various other things you can adjust in there too if you wish.

Good luck...

Bill
 
O

Omakbob

thanks Bill.

this will get me closer, but I'd like to insert a button that will post the
totals to another spreadsheet and clear the contents of the original
worksheet. The sheet that received the posted information will need to be
able to tabulate the information from several of the individual worksheets.
This worksheet will be protected so no one but me can manipulate the posted
information.

Any ideas on how to do that?

Thanks again
Bob
 
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