Generating reports
 

Plz Help - I've set up a large worksheet for daily data
entry and at the end of the month I need to generate a
summary report with a breakdown by salesmen. I'm looking
for advice on setting up a report to help with this
summary. I looked into a pivot report, but it appears as
though you first must have data entered in the cells
(this is a new file, no info has yet been entered). Are
there any other methods of accomplishing this beforehand
or must I wait until data is entered?

Thanks.

Generating reports
 

You could add one dummy row of data, and create a pivot table. Use a
dynamic source for the pivot table, and it will expand as you add data
during the month.

There are instructions he

http://www.contextures.com/xlPivot01.html

Scribe wrote:
Plz Help - I've set up a large worksheet for daily data
entry and at the end of the month I need to generate a
summary report with a breakdown by salesmen. I'm looking
for advice on setting up a report to help with this
summary. I looked into a pivot report, but it appears as
though you first must have data entered in the cells
(this is a new file, no info has yet been entered). Are
there any other methods of accomplishing this beforehand
or must I wait until data is entered?

--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

Generating reports
 

You could also (if it is available) store you data in a database i.e.
Microsoft Access.
I find it a lot easier to manage volumes of data and it allows me to
create powerful sales groups by products, product systems, counties,
reps etc...
I am assuming that you are tracking this info every month, so storing
it in a database would allow you to keep all your data in a single
table which would be a great deal easier to manage.
Then when you set up your PivotTable just point it to the database and
select the fields you need to include.

If this is the option you go for, keep me posted on your progress and I
shall try and help you out if you need it.

I also suggest that no matter what else you do, look through the web
pages highlighted by Debra, I started off reading those and the
programming links on Jons page.
Regards

GarethG


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