(1) I'll pass along, "separate worksheets". Though, someone has to write script to merge them. I am hoping for some existing "template" workflow, that they can modify or massage it for their need. (2) Forgot to mention... it has to be MS-Excel. Telling them to use something else is non-starter. :-) (3) Data extraction/loading (ETL) should be automated. Yes. But, you're dealing with "sales guys". You can set company policy, warn them, fire them. Still, they never enter full info into company CRM. On 2026-04-05 15:17, William Park via Talk wrote:
Question: How would you manage multiple people adding same kind of data into a spreadsheet?
Situation: This company uses Excel spreadsheet as final form for their sales peoples. So, each person pulls his/her own data from CRM subsystem, and adds to this spreadsheet. Well, a moron overwrote other people's entries, and lost entire weekend's work.
So they ask me, and I said, "I don't know, but I'll ask around".
In my previous companies, such spreadsheet would be on a server. And, whenever someone opens to edit, it would lock the file. But, this only addresses "access". Not the "content".
Possible Solution: I'm thinking "template". Each person would be populating same kind of data into spreadsheet. So, maybe a script merges data from his/her template? Maybe, a "web form"? I don't know. ------------------------------------ Description: GTALUG Talk Unsubscribe via Talk-unsubscribe@lists.gtalug.org Start a new thread: talk@lists.gtalug.org This message archived at https://lists.gtalug.org/archives/list/ talk@lists.gtalug.org/message/PDDJ47LTOXQXRR4POO5FBJVYVK26A7CU/