How to use excel to document and track development stage.

[powerpivot beginner]

Hi

For my work, we buy materials from different vendor occassionally.(Ie Material 1 to Material 20). Vendor is not fixed. In order to have the material approved for
usage, there is a checklist of items to do before the material can be approved for purchase.(ie Step 1 to Step 10) The Checklist steps required are the same regardless of which material we buy.

I want to create an excel to help track the development of the checklist until approval/
. I also want to document the date each step was completed and who
completed it ( Person A to Person D; 4 people)

Any advise if appreciated.

 

[Hui]

You can either use a 2D Table with Order/Material down the side and Approval Stage, with columns for Person and Date across the top
so each Row is an individual order and easily looked up

Alternatively you can use a Simple table which has fields for Order/Material, Date, Stage, Person as columns
then setup a report to interogate an order and fill out a status report for an order/material

The first will be simple to setup and use and great for a small number of orders
The second will be better for a large number of orders, probably where one person controls the data flow

 

[powerpivot beginner]

Hi Hui

Thanks for your comments and advice.I am a novice excel user.Would it be possible for you to show me how to create the above , if it is not too much trouble for you?

 

[Hui]

Please see the attached
The file contains a Data Table which will expand as you add entries
The Data Table uses Named Formula for Data Entry validation, refer Lists worksheet. These ranges will expand as you take away or add entries