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Arvi Laanemets Arvi Laanemets is offline
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Default Need help with reporting

Hi


"MLK" wrote in message
...
Thanks Arvil, but I need some more assistance from you. I'm familiar with
vlookups, but not sure how you are getting there yet.

a) Not sure what you mean by the RepID or named formula?


You can create named ranges/formulas from menu InsertNameDefine
There you give a name, determine return value/range by some expression, and
click on Add button to save the name. You can use such names as parameters
in your formulas. (And referring to named range is the only way to use a
list from another sheet as source for data validation list.)

b) When you refer to Report sheet, do you mean the pivot reports or a new
report sheet altogether?


I did mean a new report sheet, where user selects a project, and all data
for this project is displayed in printable form.


c) You also mention to use a validation list when selecting a project, but
reporting will be done on all records.


I did miss it. When this is the case, then maybe ODBC query will be a best
choice.

Define your table as a named range:
Select the whole table (together with header row - you must have one for
this), and when you may add new rows to your table later, then some
reasonable amount of empty rows too;
With selection active, select from menu InsertNameDefine, enter some name
(p.e. MyData) into name field, (selected range reference is displayed in
formula field by default - let it be so), and press add.

Save your workbook!!!!

On some new/empty sheet, select cell A1;
Select from menu DataGetExternalDataNewDatabaseQuery;
On Databases tab, select Excel Files. OK;
In Workbook Selection Wizard, locate and select your workbook OK;
Query Wizard opens. You must see the previously defined named range (MyData
in my example here) there available;
Transfer all fields to right (click on between 2 windows). Next;
Filter Data: set filter to ProjectName Is Not Null (it elliminates empty
rows). Next;
Sort Order: order by ProgramID and then by ProjectName. Next;
Finish. You are asked where to put returned data - press OK.

You get same data as source table, but ordered differently - all projects
with same ProgramID are grouped together.
When you edit your data, you can refresh the query, selecting any cell from
query table (returned data), and clicking on button with "!" on it, or
selecting DataRefreshData from menu. You can set the query to be refreshed
on open, or after some interval, too.


Arvi Laanemets