Re: "Executive Summary" report

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Bob,

Yours is a very useful solution and I'm sure that I will make use of it in
my other reports! I don't think it has the "pretty printing" that the
management want, but that's an eye candy issue that I will have to resolve.

Thank you!


On 11/11/06 3:22 PM, in article C17BA947.18631%onlygeneraltaz1@xxxxxxxxxxxx,
"CyberTaz" <onlygeneraltaz1@xxxxxxxxxxxx> wrote:

Another Option -

Take a look at the Subtotals feature in XL Help, then:

Sort Ascending on [Status], go to Data>Subtotals, select [Status] from the
'At each change in' list, choose Count from the 'Use function' list and
check [Status] in the 'Add subtotal to' list. After clicking OK you can
expand & collapse the list as you wish. You can also go back anytime to turn
the feature Off & On as you need.

HTH |:>)
Bob Jones
[MVP] Office:Mac



On 11/9/06 4:46 PM, in article C178FDCB.784%mjbraun@xxxxxxxxxxxxxxxxxxxx,
"Matthew Braun" <mjbraun@xxxxxxxxxxxxxxxxxxxx> wrote:

I'm trying to set up an executive summary work*** or report that would be
automatically (or semi-automatically) updated as the underlying data
changes. A simple example to illustrate my scenario:

Assume an "Employees" work***:

[Last Name][First Name]....[Status]

Where "Status" could be something like [Probation | Part Time | Full Time |
Contractor | Departed] (ensured using a validation list). Users would
adjust the status of the employees frequently, so the number of users in
each category changes.

Certain managers want a view of the relevant data, and they'd like a
work*** that only shows Probation, Part, and Full Time employees formatted
underneath large headers, so from

"Employees"
[Last Name][First Name]....[Status]
Smith | Carol | ... | Part time
Jenkins | Leroy | ... | Contractor
Doe | John | ... | Full time
Public | John | ... | Probation


The "Executive Summary" *** would display

***********FULL TIME************
John Doe

***********PART TIME************
Carol Smith

***********PROBATION************
John Public

And nothing more.

I cannot for the life of me figure out how to do this. Does anyone have any
pointers? (I'm using Excel 2004 from the Mac version, but PC or Mac doesn't
matter excessively). Pointers, hints, or suggestions would be great, as
none of the reporting tools I can find seem to provide this sort of
functionality.


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