Creating a Report in Excel
 

Hi,

This is the situation I'm in, I work for a non profit and I am looking for a
way to generate a report using exported data from our propreitary data
software.

Essentially the data I'm working with looks like this:

UserID | Name | Fund | Amount Given |
1 J. Doe 001 $50
1 J. Doe 021 $50
1 J. Bloe 001 $50
1 E.Shree 011 $50
1 E. Boe 051 $50
1 J. Doe 001 $50

What I want to create is a Report for each member, which details which fund
they have given to you the amount and the total given for all funds. Each
member has donated to a different amount of funds with a different amount of
gifts. So one person may give multiple gifts to multiple funds and another
may give multiple gifts to the same fund. If anyone could help me with this
problem i'd greatly appreciate it.

thanks,

Creating a Report in Excel
 

subtotals will do it, check to put a break between groups then when you print
each one will come out on a seperate page.

"Liju George" wrote:

Hi,

This is the situation I'm in, I work for a non profit and I am looking for a
way to generate a report using exported data from our propreitary data
software.

Essentially the data I'm working with looks like this:

UserID | Name | Fund | Amount Given |
1 J. Doe 001 $50
1 J. Doe 021 $50
1 J. Bloe 001 $50
1 E.Shree 011 $50
1 E. Boe 051 $50
1 J. Doe 001 $50

What I want to create is a Report for each member, which details which fund
they have given to you the amount and the total given for all funds. Each
member has donated to a different amount of funds with a different amount of
gifts. So one person may give multiple gifts to multiple funds and another
may give multiple gifts to the same fund. If anyone could help me with this
problem i'd greatly appreciate it.

thanks,

Creating a Report in Excel
 

it's not that simple, it has to be formatted in a particular way as well. I.E.

Name-
ID-

Fund001-
Gift Date

Total

Fund0021
Gift Date

Total

Total Amount of Gifts Given


I want to be able to generate a form with the data I have, so that if
someone has donated to only one fund or 12 funds they all show up.

thanks,
"dlw" wrote:

subtotals will do it, check to put a break between groups then when you print
each one will come out on a seperate page.

"Liju George" wrote:

Hi,

This is the situation I'm in, I work for a non profit and I am looking for a
way to generate a report using exported data from our propreitary data
software.

Essentially the data I'm working with looks like this:

UserID | Name | Fund | Amount Given |
1 J. Doe 001 $50
1 J. Doe 021 $50
1 J. Bloe 001 $50
1 E.Shree 011 $50
1 E. Boe 051 $50
1 J. Doe 001 $50

What I want to create is a Report for each member, which details which fund
they have given to you the amount and the total given for all funds. Each
member has donated to a different amount of funds with a different amount of
gifts. So one person may give multiple gifts to multiple funds and another
may give multiple gifts to the same fund. If anyone could help me with this
problem i'd greatly appreciate it.

thanks,