ExcelBanter

ExcelBanter (https://www.excelbanter.com/)
-   New Users to Excel (https://www.excelbanter.com/new-users-excel/)
-   -   Report Options (https://www.excelbanter.com/new-users-excel/255686-report-options.html)

Linda RQ[_2_]

Report Options
 
Hi Everyone,

Using Excel 2003. I usually use excel to make forms (glorified word
processing) I have recently started to paste data from an Access database
tables, and queries into excel. I would like to know how I should set up my
spreadsheet to show my data by month, quarter and then yearly. I want my
report to show an average percent for the month of April, May, etc then
other cells that show the percent per quarter.

I don't necessarily need you to tell me how to do it step by step because I
think it is going to be alot of steps. For right now, I have 2 sheets and
on the one I have the data and the other is my report with the months listed
and in the cell next to the month, I insert the average funciton then go
back to my 1st sheet and manually select the dates for each month. I just
need maybe some online examples of the reports excel can give and hopefully
there will be tutorials to go with it that maybe automatically can select my
months with one two swift clicks.

I need basic excel info and not the visual basic or macro way to do it.

Thanks,
Linda



KC hotmail com>

Report Options
 
I would suggest you create a pivot table. See this site for an overview and
even a video demonstration:
http://www.contextures.com/CreatePivotTable.html

Then see this site for help with arranging the pivot data grouped by months
or quarters.
http://www.contextures.com/xlPivot07.html
--
Please remember to indicate when the post is answered so others can benefit
from it later.


"Linda RQ" wrote:

Hi Everyone,

Using Excel 2003. I usually use excel to make forms (glorified word
processing) I have recently started to paste data from an Access database
tables, and queries into excel. I would like to know how I should set up my
spreadsheet to show my data by month, quarter and then yearly. I want my
report to show an average percent for the month of April, May, etc then
other cells that show the percent per quarter.

I don't necessarily need you to tell me how to do it step by step because I
think it is going to be alot of steps. For right now, I have 2 sheets and
on the one I have the data and the other is my report with the months listed
and in the cell next to the month, I insert the average funciton then go
back to my 1st sheet and manually select the dates for each month. I just
need maybe some online examples of the reports excel can give and hopefully
there will be tutorials to go with it that maybe automatically can select my
months with one two swift clicks.

I need basic excel info and not the visual basic or macro way to do it.

Thanks,
Linda


.


Ed Ferrero[_3_]

Report Options
 
Hi Linda,

....and you may benefit from my Excel Database Tutorial at
http://edferrero.com/ExcelTutorials/...0/Default.aspx

Ed Ferrero
www.edferrero.com


Linda RQ[_2_]

Report Options
 
Thanks Ed and KC...It's snowin here so nobody came to work but me!....I
shoud have some "free" time later.

Linda


"Linda RQ" wrote in message
...
Hi Everyone,

Using Excel 2003. I usually use excel to make forms (glorified word
processing) I have recently started to paste data from an Access database
tables, and queries into excel. I would like to know how I should set up
my spreadsheet to show my data by month, quarter and then yearly. I want
my report to show an average percent for the month of April, May, etc then
other cells that show the percent per quarter.

I don't necessarily need you to tell me how to do it step by step because
I think it is going to be alot of steps. For right now, I have 2 sheets
and on the one I have the data and the other is my report with the months
listed and in the cell next to the month, I insert the average funciton
then go back to my 1st sheet and manually select the dates for each month.
I just need maybe some online examples of the reports excel can give and
hopefully there will be tutorials to go with it that maybe automatically
can select my months with one two swift clicks.

I need basic excel info and not the visual basic or macro way to do it.

Thanks,
Linda





All times are GMT +1. The time now is 01:13 PM.

Powered by vBulletin® Copyright ©2000 - 2025, Jelsoft Enterprises Ltd.
ExcelBanter.com