How is a web app different from the file?
An Excel file is a document: whoever holds a copy can change anything in it. A web app is a service: everyone opens the same address from a phone or a computer, each person sees only what their role allows, and the data lives in one place. The question 'which copy is the latest?' disappears on day one.
From file to link
- 1Prepare the file
One sheet per kind of data, one header row, and dates and numbers in a consistent format.
- 2List the screens you need
A list, an add and edit form, a details page and a report. Those four cover most spreadsheets.
- 3Add sign-in and roles
Decide who can enter, who can edit and who only views reports.
- 4Import and verify
Bring in the old rows and compare their count and totals with the file.
- 5Publish and share the link
Try the app on a phone too, because many employees will open it there.
Shared file or web app?
- Many copies and nobody sure which is newest
- Anyone can delete a column or a formula
- Awkward to use on a phone
- One source of data for everyone
- Permissions and forms that prevent mistakes
- Works in any browser and on phones