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#1
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Making a report in excel 2003
I am in sales and see many different clients everyday. I use excel to colate
data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
#2
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Making a report in excel 2003
John
Your question is wide open. There is no way to answer your question. Post back and describe what your data looks like (layout, columns, rows, sheets, etc). Then describe what you want to get out of all this. Again, the layout, columns, rows, sheets, etc. HTH Otto "John Diacono" wrote in message ... I am in sales and see many different clients everyday. I use excel to colate data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
#3
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Making a report in excel 2003
Depending upon your worksheet layout, you could probably use
DataFilterAutofilter to pull data. Then build your report on that or copy to another sheet and build your report there. Many ways to do the job but not enough info to give a "best" solution. Gord Dibben MS Excel MVP On Wed, 9 Jan 2008 14:06:11 -0800, John Diacono wrote: I am in sales and see many different clients everyday. I use excel to colate data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
#4
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Making a report in excel 2003
Thanks Gord
In answer to your question what I have at present is the following: worksheetShopping Centre Column A B C D Client Name Price Paid Date of sign up Joe Bloggs $150 Y 25/6/07 Of course there are many worksheets with lots of clients and lots of other information and some have paid and some haven't What I would like to do is to create a summary report that will let me know at a glance what is happening Regards John D "Gord Dibben" wrote: Depending upon your worksheet layout, you could probably use DataFilterAutofilter to pull data. Then build your report on that or copy to another sheet and build your report there. Many ways to do the job but not enough info to give a "best" solution. Gord Dibben MS Excel MVP On Wed, 9 Jan 2008 14:06:11 -0800, John Diacono wrote: I am in sales and see many different clients everyday. I use excel to colate data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
#5
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Making a report in excel 2003
John
What is missing is what you want to see in the final product, the summary report. Post back and provide some detail (layout) about what you want in this summary report. HTH Otto "John Diacono" wrote in message ... Thanks Gord In answer to your question what I have at present is the following: worksheetShopping Centre Column A B C D Client Name Price Paid Date of sign up Joe Bloggs $150 Y 25/6/07 Of course there are many worksheets with lots of clients and lots of other information and some have paid and some haven't What I would like to do is to create a summary report that will let me know at a glance what is happening Regards John D "Gord Dibben" wrote: Depending upon your worksheet layout, you could probably use DataFilterAutofilter to pull data. Then build your report on that or copy to another sheet and build your report there. Many ways to do the job but not enough info to give a "best" solution. Gord Dibben MS Excel MVP On Wed, 9 Jan 2008 14:06:11 -0800, John Diacono wrote: I am in sales and see many different clients everyday. I use excel to colate data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
#6
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Making a report in excel 2003
Hi Otto,
In the final report I would like to see the following: Shopping Centre/Business Name/Amount Owing/Date Signed Up "Otto Moehrbach" wrote: John What is missing is what you want to see in the final product, the summary report. Post back and provide some detail (layout) about what you want in this summary report. HTH Otto "John Diacono" wrote in message ... Thanks Gord In answer to your question what I have at present is the following: worksheetShopping Centre Column A B C D Client Name Price Paid Date of sign up Joe Bloggs $150 Y 25/6/07 Of course there are many worksheets with lots of clients and lots of other information and some have paid and some haven't What I would like to do is to create a summary report that will let me know at a glance what is happening Regards John D "Gord Dibben" wrote: Depending upon your worksheet layout, you could probably use DataFilterAutofilter to pull data. Then build your report on that or copy to another sheet and build your report there. Many ways to do the job but not enough info to give a "best" solution. Gord Dibben MS Excel MVP On Wed, 9 Jan 2008 14:06:11 -0800, John Diacono wrote: I am in sales and see many different clients everyday. I use excel to colate data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
#7
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Making a report in excel 2003
Hi Otto
The final report should have the following information Shopping Centre/Business Name/Amount Owing/Date Signed Up John D "Otto Moehrbach" wrote: John What is missing is what you want to see in the final product, the summary report. Post back and provide some detail (layout) about what you want in this summary report. HTH Otto "John Diacono" wrote in message ... Thanks Gord In answer to your question what I have at present is the following: worksheetShopping Centre Column A B C D Client Name Price Paid Date of sign up Joe Bloggs $150 Y 25/6/07 Of course there are many worksheets with lots of clients and lots of other information and some have paid and some haven't What I would like to do is to create a summary report that will let me know at a glance what is happening Regards John D "Gord Dibben" wrote: Depending upon your worksheet layout, you could probably use DataFilterAutofilter to pull data. Then build your report on that or copy to another sheet and build your report there. Many ways to do the job but not enough info to give a "best" solution. Gord Dibben MS Excel MVP On Wed, 9 Jan 2008 14:06:11 -0800, John Diacono wrote: I am in sales and see many different clients everyday. I use excel to colate data about clients for among other things to keep track of who has paid and who hasn't. I need to collect this information and make a master report that I can quickly view as needed. Any suggestions as to a script to be able to do this would be most appreciated. Thanking you in advance John D |
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