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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. |
#2
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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 |
#3
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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 --- Message posted from http://www.ExcelForum.com/ |
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