Controlling Multi-Tab Microsoft Excel Forms

QSM_Rick

Starting to get Involved
#1
I found an inconsistency in our document control scheme. Some of our Excel forms are multiple tabs. These different tabs are essentially a packet. One tab is one portion of the form, another performs a different task, so on. Is it a requirement that, since each tab performs a different sub-task of the overall process that's being addressed, that each tab must instead be a stand-alone form?

One such example:
F-136 Quote Sheet
First tab: 100. This tab explains what components we're going to need. Think of it as a Bill of Materials.
Second Tab: Route Sheet. This tab explains what work is to be done, in what order, and at what time duration for each task.
Third tab: Labor Quote. How much is each task going to cost?
Fourth tab: Quote Calc. This tab brings all the others together and presents the math results by bottom line and itemized.

The question originates from the desire for what I'm calling "conversion data". How much does each employee need to accomplish per hour to achieve 100% efficiency? That figure will be included somewhere in the documentation on the production floor. Since these figures will be used in production, the document must be controlled. Since they're going to be on the floor, it'll be printed. Since it'll be printed, the entire packet must be printed and find its way to the floor. Should it be acceptable to keep it all as a workbook, the formulas within the file would remain intact. Should the file be broken apart into different stand-alone forms, those formula dependencies are going to be broken.

I know this is long-winded, but we've seem to have found ourselves in a rabbit hole. Thank you for time and guidance.
 
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Coury Ferguson

Moderator here to help
Staff member
Super Moderator
#2
I found an inconsistency in our document control scheme. Some of our Excel forms are multiple tabs. These different tabs are essentially a packet. One tab is one portion of the form, another performs a different task, so on. Is it a requirement that, since each tab performs a different sub-task of the overall process that's being addressed, that each tab must instead be a stand-alone form?

One such example:
F-136 Quote Sheet
First tab: 100. This tab explains what components we're going to need. Think of it as a Bill of Materials.
Second Tab: Route Sheet. This tab explains what work is to be done, in what order, and at what time duration for each task.
Third tab: Labor Quote. How much is each task going to cost?
Fourth tab: Quote Calc. This tab brings all the others together and presents the math results by bottom line and itemized.

The question originates from the desire for what I'm calling "conversion data". How much does each employee need to accomplish per hour to achieve 100% efficiency? That figure will be included somewhere in the documentation on the production floor. Since these figures will be used in production, the document must be controlled. Since they're going to be on the floor, it'll be printed. Since it'll be printed, the entire packet must be printed and find its way to the floor. Should it be acceptable to keep it all as a workbook, the formulas within the file would remain intact. Should the file be broken apart into different stand-alone forms, those formula dependencies are going to be broken.

I know this is long-winded, but we've seem to have found ourselves in a rabbit hole. Thank you for time and guidance.
I am not an Excel expert, but I believe you can lock out/password protect the other tabs and only allow them to view and/or print the information they need to have.

But, again, I am not an expert on Excel.
 

QSM_Rick

Starting to get Involved
#3
I am not an Excel expert, but I believe you can lock out/password protect the other tabs and only allow them to view and/or print the information they need to have.

But, again, I am not an expert on Excel.
We've figured that much out, and I think I'm not asking the question correctly. Would a multi-tab Excel workbook that has each tab performing a different purpose towards the same process be a collection of pages in a form, or would it be a collection of forms in a packet? Should each tab be a different form number, or can the tabs be components of the larger form?

Thank you for your time and guidance, Mr Ferguson.
 

Ninja

Looking for Reality
Trusted Information Resource
#4
Call it one, call it many...what difference?

Just to avoid having to modify the governing documents, we put a Form number on each tab...simply because a Form number was referenced in multiple governing documents. One cell..."FQ1-07 Rev A"...done.
If the governing docs didn't call out separate Form numbers, we would have just controlled the whole thing as one.

The more important part...does your protection level protect you against drag & drop?

Password protecting a sheet is one thing...but if the raw data used in the calc is dragged and dropped...the password protection doesn't protect your calc referencing those cells, even if the calc cell is protected...try it...make sure...
 

howste

Thaumaturge
Super Moderator
#5
Would a multi-tab Excel workbook that has each tab performing a different purpose towards the same process be a collection of pages in a form, or would it be a collection of forms in a packet? Should each tab be a different form number, or can the tabs be components of the larger form?
I agree with Ninja. It can be one or many - you choose.
 
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