Access or Excel

  • Thread starter Thread starter Anna Schrom
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A

Anna Schrom

I'm not sure if I'm in the right place.

Question: Better to use Access or Excel?????

I need to develop a "template" of some sort to track field sales calls by
salesperson. Basically one "spreadsheet" or report would have the detail of
a person's monthly calendar in detail (customer called on and the date) and
the other would show in a given month if there were for example 21 business
days and you took a week's vacation, you would have 16 available call days
for the month. If a person traveled or hosted a customer visit at the
corporate site covering 10 days, then on the report we would show 10/16 or
62.5% customer contact days and if in those 10 days a person made 20 calls
the report would show 20/16 or 1.25 sales calls per day for the Month of May
for example.

Has anyone developed something like this for tracking a person's calls in a
given month?

Any help would be greatly appreciated.
 
Anna said:
I'm not sure if I'm in the right place.

Question: Better to use Access or Excel?????

I need to develop a "template" of some sort to track field sales
calls by salesperson. Basically one "spreadsheet" or report would
have the detail of a person's monthly calendar in detail (customer
called on and the date) and the other would show in a given month if
there were for example 21 business days and you took a week's
vacation, you would have 16 available call days for the month. If a
person traveled or hosted a customer visit at the corporate site
covering 10 days, then on the report we would show 10/16 or
62.5% customer contact days and if in those 10 days a person made 20
calls the report would show 20/16 or 1.25 sales calls per day for the
Month of May for example.

Has anyone developed something like this for tracking a person's
calls in a given month?

Any help would be greatly appreciated.
Click to expand...


I believe you could develop your project in either Access or Excel. I
would go for Access, but then I know Access a lot better than Excel. I
think the result would be a lot cleaner in Access.
 
-----Original Message-----
I'm not sure if I'm in the right place.

Question: Better to use Access or Excel?????

I need to develop a "template" of some sort to track field sales calls by
salesperson. Basically one "spreadsheet" or report would have the detail of
a person's monthly calendar in detail (customer called on and the date) and
the other would show in a given month if there were for example 21 business
days and you took a week's vacation, you would have 16 available call days
for the month. If a person traveled or hosted a customer visit at the
corporate site covering 10 days, then on the report we would show 10/16 or
62.5% customer contact days and if in those 10 days a person made 20 calls
the report would show 20/16 or 1.25 sales calls per day for the Month of May
for example.

Has anyone developed something like this for tracking a person's calls in a
given month?

Any help would be greatly appreciated.
Click to expand...
Definitely Access. In Excel, you'd have to view all the
data from all periods all the time, unless each time you
go to the trouble of hiding rows and/or columns, or
freezing the pane. Looks like at least two tables, one
with employee info, one with a call history; maybe a third
used to track workdays, availability, etc. Easily related
to each other, and you can put what info you need into
queries, then make forms as needed from the queries, even
calling specific values if you wish. Reports are a snap,
and look much better than in Excel, can even show
PivotTables and PivotCharts now in Access 2002 and later.
If you need specific Access help with how to do this, many
affordable tutorials that walk you through examples just
like this at any reputable bookstore, such as Exploring
Access 2002, about forty bucks. You'll actually learn to
do much more. You can move on to several more in-depth
books afterward if you wish.
 
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