Wirral Paws on the Go

Case Study -

Wirral Paws on the Go

The Issue

Carla runs a dog walking and boarding business (Wirral paws on the go!) and uses Microsoft Forms to collect important information about each dog in her care.

The responses were stored in a spreadsheet, but finding details for a specific dog meant searching through all the data. Carla wanted a quick and simple way to access each dog’s information, particularly if she needed it urgently in an emergency.

The Solution

I connected the Microsoft Forms data to an Excel workbook so that new responses are automatically included whenever the file is opened.

I then created a separate, easy-to-use sheet where Carla simply selects the dog’s name from a drop-down list. All the relevant information for that dog is then automatically displayed in a clear, easy-to-read format.

Carla can now access the information she needs in seconds, without searching through rows of data — giving her a much more practical system for the day-to-day running of her business and, importantly, for emergencies.

How it was built

Data Validation
Tables

Formulas: IF, XLOOKUP

What Carla Said

I’m in awe of how my ideas were created into a reality in next to no time by Traci. The individual information has created easy to use sheet which I keep in a guest book that have helped me out no end and especially (sadly) in an emergency.

I love my sessions with Traci she is soooo knowledgeable, nothing was too much trouble and her patience came in abundance