Automatic Spreadsheet forms

• US 5,819,293 A
• Filed: 06/06/1996
• Issued: 10/06/1998
• Est. Priority Date: 06/06/1996
• Status: Expired due to Term

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Comer, Ross W., Link, Troy L., Misko, John R. H.
• Primary Examiner(s): Lintz, Paul R.
• Application Number:
  US08/659,281
• Time in Patent Office: 852 Days
• Field of Search: 707/4, 707/100, 707/203, 707/503
• US Class Current: 1/1
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/18 of spreadsheets form-filling G06F40/174
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99934 Query formulation, input preparation, or translation
• CPC Class Codes: Y10S 707/99954 Version management

Abstract

A method of entering and saving data using a spreadsheet program, includes providing a spreadsheet template that defines a spreadsheet form, and creating multiple instances of the spreadsheet form defined by the spreadsheet template. Each instance of the spreadsheet form has data-entry cells containing variable data. The method includes a step of associating each form instance with a different record of a database, wherein each database record has record fields corresponding respectively to data-entry cells of the form instances. When the user saves a particular form instance as a spreadsheet using the spreadsheet program, instructions associated with the form instance also save the variable data from the data-entry cells in corresponding record fields of an associated database record.

Claims

1. A method of entering and saving data using a spreadsheet program:

creating a spreadsheet template for use with a spreadsheet program, wherein the spreadsheet template is of a type that is opened by a spreadsheet program to create a spreadsheet form instance based on the spreadsheet template, and wherein the spreadsheet program saves any spreadsheet form instance created from the spreadsheet template in a different location than the spreadsheet template to protect the spreadsheet template from being overwritten;

creating multiple instances of a spreadsheet form by repeatedly opening the spreadsheet template and entering variable data into data-entry cells of the created spreadsheet form instances;

creating a database separate from the multiple form instances, the database having record fields corresponding respectively to data-entry cells of the form instances created from the spreadsheet template;

associating the spreadsheet template and any form instances created from the spreadsheet template with the database;

separately saving the multiple spreadsheet form instances in different spreadsheet files, in different locations than the spreadsheet template;

when saving any particular instance of the spreadsheet form created from the spreadsheet template, also saving the variable data from the data-entry cells in corresponding record fields of the database, wherein each form instance corresponds to a different record of the database.

2. A method as recited in claim 1, further comprising a step of associating instructions with each form instance, the instructions being executable by the spreadsheet program when a user saves the form instance, the instructions saving the variable data from the data-entry cells in the corresponding record of the database.

3. A method as recited in claim 1, further comprising a step of storing instructions with each form instance in a programming language that the spreadsheet program can interpret, the instructions being executable by the spreadsheet program when a user saves the form instance to save the variable data from the data-entry cells in corresponding record fields of the database.

4. A method as recited in claim 1, further comprising a step of reading the variable data from the database with a database program that is different than the spreadsheet program.

5. A method as recited in claim 1, further comprising a step of associating a spreadsheet/database cross-reference with each form instance, the spreadsheet/database cross-reference indicating the correspondence between the form instance and the corresponding record of the database.

6. A computer program, embodied on a computer-readable storage medium, that executes to perform steps comprising:

providing a spreadsheet template for use with a spreadsheet program, wherein the spreadsheet template is of a type that is opened by the spreadsheet program to create a spreadsheet form instance based on the spreadsheet template, and wherein the spreadsheet program saves any spreadsheet form instance created from the spreadsheet template in a different location than the spreadsheet template to protect the spreadsheet template from being overwritten;

creating multiple instances of a spreadsheet form by repeatedly opening the spreadsheet template and entering variable data into data-entry cells of the created spreadsheet form instances;

creating a database separate from the multiple form instances, the database having record fields corresponding respectively to data-entry cells of the form instances created from the spreadsheet template;

associating the spreadsheet template and any form instances created from the spreadsheet template with the database;

saving the form instances as discrete spreadsheet files using the spreadsheet program;

when saving any particular form instance, also saving the variable data from the data-entry cells in corresponding record fields of the associated database record, wherein each form instance corresponds to a different record of the database.

7. A computer program as recited in claim 6, the steps further comprising a step of associating instructions with the spreadsheet template, the instructions being executable when a user saves an instance of the spreadsheet form, the instructions saving the variable data from the data-entry cells in corresponding record fields of the associated database record.

8. A computer program as recited in claim 6, the steps further comprising a step of storing instructions with the spreadsheet template in a programming language that the spreadsheet program can interpret, the instructions being executable by the spreadsheet program when a user saves an instance of the spreadsheet form to save the variable data from the data-entry cells in corresponding record fields of the associated database record.

9. A computer program as recited in claim 6, the steps further comprising a step of converting an existing instance of a spreadsheet form to the spreadsheet template.

10. A computer program as recited in claim 6, the steps further comprising:

assigning a unique key value to each form instance;

saving the unique key values in the database records when saving the variable data in the database records;

using the unique key value of a particular form instance to determine whether there is an existing database record that is already associated with the particular form instance;

if there is not such an existing database record, creating such a database record and writing the variable data from said particular form instance to the created database record.

11. A computer program as recited in claim 6, the steps further comprising a step of associating a spreadsheet/database cross-reference reference with each form instance, the spreadsheet/database cross-reference indicating the correspondence between the form instances and the database records.

12. A computer program as recited in claim 6, the steps further comprising a step of storing a spreadsheet/database cross-reference with each form instance, the spreadsheet/database cross-reference indicating the correspondence between the form instances and the database records.

13. A method of creating a database using a spreadsheet program, comprising the following steps:

prompting a user to designating a spreadsheet form;

creating a spreadsheet template based on the spreadsheet form designated by the user, wherein the spreadsheet template is of a type that is opened by a spreadsheet program to create a spreadsheet form instance based on the spreadsheet template, and wherein the spreadsheet program saves any spreadsheet form instance created from the spreadsheet template in a different location than the spreadsheet template to protect the spreadsheet template from being overwritten;

prompting a user to identify a database that is not a part of the spreadsheet template;

prompting the user to identify record fields of the database corresponding respectively to data-entry cells of the spreadsheet template;

associating instructions with the spreadsheet template that are executable when the user saves an instance of the spreadsheet form defined by the spreadsheet template, the instructions saving data from the data-entry cells of the form instance in the corresponding record fields of the identified database.

14. A computer program, embodied on a computer-readable storage medium, that executes to perform the steps recited in claim 13.

15. A method as recited in claim 13, further comprising a step of identifying possible correspondences between data-entry cells and record fields based on their names before prompting the user to identify the correspondences.

16. A computer programmed to perform the steps recited in claim 13.

17. A method as recited in claim 13, further comprising the following steps:

prompting the user to identify existing instances of the spreadsheet form;

saving data from said existing instances of the spreadsheet form in records of the identified database.

18. A method as recited in claim 13, further comprising the following steps:

prompting the user to identify a plurality of existing discretely saved spreadsheets instances;

allowing the user to preview the identified existing spreadsheet instances to identify any of the existing spreadsheet instances that are instances of the spreadsheet form;

saving data from any identified existing instances of the spreadsheet form in records of the identified database.

19. A method as recited in claim 13, wherein the instructions associate a unique key value with each form instance.

20. A method as recited in claim 13, wherein the instructions perform the following steps:

assigning a unique key value to each form instance;

saving the unique key values in the record fields of the identified database when saving the data in the record fields;

using the unique key value of a particular form instance to determine whether there is already an existing record in the identified database that corresponds to the particular form instance.