Using Excel as a database - Multiple Entries

[Xander48]

I have tried many database programs and keep coming back to good ole
excel (currently using 2003).

I have a list of our clients with thier info (ie name, address, contac
numbers). What I would like to be able to do is have subrows belo
each entry where I can enter policy information. (ie have multipl
records under one client). Each client has anywhere from 1 to 1
records that need to be attached to them. Is there anyway to do this i
excel?

Thanks for any input,

Pau

 

[Don Guillett]

Suggest putting it into columns
pol num- name-address,etc

 

[Xander48]

But then I would have to duplicate the contact information for eac
policy listed. The policies have a lot of info attached to them so i
wouldn't be good to put the contact info after each policy. What I a
trying to do is make "sub rows" under each contact's info. That way
could just go to the contact and look below them to see all of th
policies. It would even be better if I could "expand" and "collapse
sub rows.

Is there anyway to do this

 

[Alan Beban]

Is their some reason not to repeat the client name? For example,
ClientName1 in A1:A5, subrows in B2:J5, ClientName2 in A6:A12, subrows
in B7:J12, etc.

Then you could simply filter on the client name.

Alan Beban.

 

[AlfD]

Hi!

Yes: there are ways to "expand" and "collapse" info. Look a
Data>Group & Outline.

Alternatively, and less structured, you could use hyperlinks. Thi
would be useful if you wanted simply to read information relating to
client.

Attach a hyperlink to Mr Bloggs (on sheet 1) which takes you t
Sheet2!A1.
Ditto Mr Smith to Sheet2!A11.
And so on.

Put what you need in sheet 2.

Don't forget a return button from Sheet2 to Sheet 1.

Al

 

[Xander48]

I am really beggining to love internet forums! Such great advice,
will give the above ideas a try and see how they work. Once agai
thanks for the help!

Pau