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-   -   How do I use the Report Manager add-in in Excel 97? (https://www.excelbanter.com/excel-discussion-misc-queries/60230-how-do-i-use-report-manager-add-excel-97-a.html)

Charles

How do I use the Report Manager add-in in Excel 97?
 
At work I use Excel 97 (at home 2003). This is a work project.

I don't know how and can't find information on how to use the Report
Manager. Help tells me that I need to create Views and Scenarios, but I just
don't understand. Are there examples out there for me to see? I'm not even
sure it's the right tool to use.

I have Data in a worksheet for class scheduling. It's done in a
list/database style. The top row has all of the field names and the rest is
raw data.

I have a field, "Supervisor", "Employee Name", then fields for classes I
teach. In each of the class fields are Dates for each of the classes. I'm
trying to summarize/group this data so that all employees get grouped under
their supervisor. Then next to the employee name on the same line, show which
class(es) & date(s) of class they are registered for. SEE BELOW.

EXAMPLE DATA:

SUPERVISOR; EMPLOYEE NAME; CLASS 1; CLASS 2; CLASS 3;
Charlie Brown; Bart Simpson; 12/1/2005; [BLANK]; 12/3/2005
Charlie Brown; Arnold Drummond; [BLANK]; 12/2/2005; 12/3/2005
Dagwood Bumstead; Lisa Simpson; 12/1/2005; 12/2/2005; [BLANK]
Dagwood Bustead; Eddie Munster; 12/1/2005; [BLANK]; 12/3/2005

DESIRED REPORT:

Charlie Brown
-Bart Simpson: Class 1 = 12/1/2005; Class 3 = 12/3/2005
-Arnold Drummond: Class 2 = 12/2/2005; Class 3 = 12/3/2005

Dagwood Bumstead
-Lisa Simpson: Class 1 = 12/1/2005; Class 2 = 12/2/2005
-Eddie Munster: Class 1 = 12/1/2005; Class 3 = 12/3/2005

Dave Peterson

How do I use the Report Manager add-in in Excel 97?
 
I'm not sure if I'd use either custom views or report manager--actually, I know
that I wouldn't!

But maybe you could select your range and apply data|filter|autofilter to that
range.

You'll be able to filter to see only the supy's name or only the employee's name
or any of the dates.

In fact, you may want to sort your data (Data|sort) by supy and employee
name--just to group the data.



Charles wrote:

At work I use Excel 97 (at home 2003). This is a work project.

I don't know how and can't find information on how to use the Report
Manager. Help tells me that I need to create Views and Scenarios, but I just
don't understand. Are there examples out there for me to see? I'm not even
sure it's the right tool to use.

I have Data in a worksheet for class scheduling. It's done in a
list/database style. The top row has all of the field names and the rest is
raw data.

I have a field, "Supervisor", "Employee Name", then fields for classes I
teach. In each of the class fields are Dates for each of the classes. I'm
trying to summarize/group this data so that all employees get grouped under
their supervisor. Then next to the employee name on the same line, show which
class(es) & date(s) of class they are registered for. SEE BELOW.

EXAMPLE DATA:

SUPERVISOR; EMPLOYEE NAME; CLASS 1; CLASS 2; CLASS 3;
Charlie Brown; Bart Simpson; 12/1/2005; [BLANK]; 12/3/2005
Charlie Brown; Arnold Drummond; [BLANK]; 12/2/2005; 12/3/2005
Dagwood Bumstead; Lisa Simpson; 12/1/2005; 12/2/2005; [BLANK]
Dagwood Bustead; Eddie Munster; 12/1/2005; [BLANK]; 12/3/2005

DESIRED REPORT:

Charlie Brown
-Bart Simpson: Class 1 = 12/1/2005; Class 3 = 12/3/2005
-Arnold Drummond: Class 2 = 12/2/2005; Class 3 = 12/3/2005

Dagwood Bumstead
-Lisa Simpson: Class 1 = 12/1/2005; Class 2 = 12/2/2005
-Eddie Munster: Class 1 = 12/1/2005; Class 3 = 12/3/2005


--

Dave Peterson


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