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Reports
Is there a website when I can find examples/techniques for designing this
reports. At present my report have two report sheets, income and expenses. The income sheet has the following categories, Account Categories Amount 1100-1110 Student fees 20000 1120-1126 Full fee courses 10000 Academic fees 30000 1715-1720 Research grants 500 Other income 500 Total income 30500 The range of accounts are grouped into the above categories. The expenses account has the following categories, Account Dept Categories Amount 2500-2999 ACA 2000 2500-2999 AFR 1000 Salaries: academic in academic dept 3000 2100-2499 ACA 500 2100-2499 AFR 250 Salaries:clerical in acad dept 750 Total Expenditure 3750 The range of accounts and dept are grouped into the above categories. The data fields used to make up the above reports are, Account, Dept, Amount. On the report only the categories and their amount will be shown. |
Reports
Hi
Consider using Pivot Tables to produce your report. For more help on this take a look at Take a look at the following sites http://peltiertech.com/Excel/Pivots/pivotstart.htm http://www.contextures.com/xlPivot02.html http://www.datapigtechnologies.com/f...es/pivot1.html http://www.edferrero.com/Tutorials.aspx -- Regards Roger Govier "nc" wrote in message ... Is there a website when I can find examples/techniques for designing this reports. At present my report have two report sheets, income and expenses. The income sheet has the following categories, Account Categories Amount 1100-1110 Student fees 20000 1120-1126 Full fee courses 10000 Academic fees 30000 1715-1720 Research grants 500 Other income 500 Total income 30500 The range of accounts are grouped into the above categories. The expenses account has the following categories, Account Dept Categories Amount 2500-2999 ACA 2000 2500-2999 AFR 1000 Salaries: academic in academic dept 3000 2100-2499 ACA 500 2100-2499 AFR 250 Salaries:clerical in acad dept 750 Total Expenditure 3750 The range of accounts and dept are grouped into the above categories. The data fields used to make up the above reports are, Account, Dept, Amount. On the report only the categories and their amount will be shown. |
Reports
Thanks for your reply. The problem with pivot tables is althought groups can
be created it is lost when new data is used/refreshed and one cannot arrange the categories in any specified order per my message. "Roger Govier" wrote: Hi Consider using Pivot Tables to produce your report. For more help on this take a look at Take a look at the following sites http://peltiertech.com/Excel/Pivots/pivotstart.htm http://www.contextures.com/xlPivot02.html http://www.datapigtechnologies.com/f...es/pivot1.html http://www.edferrero.com/Tutorials.aspx -- Regards Roger Govier "nc" wrote in message ... Is there a website when I can find examples/techniques for designing this reports. At present my report have two report sheets, income and expenses. The income sheet has the following categories, Account Categories Amount 1100-1110 Student fees 20000 1120-1126 Full fee courses 10000 Academic fees 30000 1715-1720 Research grants 500 Other income 500 Total income 30500 The range of accounts are grouped into the above categories. The expenses account has the following categories, Account Dept Categories Amount 2500-2999 ACA 2000 2500-2999 AFR 1000 Salaries: academic in academic dept 3000 2100-2499 ACA 500 2100-2499 AFR 250 Salaries:clerical in acad dept 750 Total Expenditure 3750 The range of accounts and dept are grouped into the above categories. The data fields used to make up the above reports are, Account, Dept, Amount. On the report only the categories and their amount will be shown. |
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