Making a report in excel 2003

[John Diacono]

I am in sales and see many different clients everyday. I use excel to colate
data about clients for among other things to keep track of who has paid and
who hasn't.
I need to collect this information and make a master report that I can
quickly view as needed.
Any suggestions as to a script to be able to do this would be most
appreciated.
Thanking you in advance
John D

 

[Otto Moehrbach]

John
Your question is wide open. There is no way to answer your question.
Post back and describe what your data looks like (layout, columns, rows,
sheets, etc). Then describe what you want to get out of all this. Again,
the layout, columns, rows, sheets, etc. HTH Otto

 

[Gord Dibben]

Depending upon your worksheet layout, you could probably use
Data>Filter>Autofilter to pull data.

Then build your report on that or copy to another sheet and build your report
there.

Many ways to do the job but not enough info to give a "best" solution.


Gord Dibben MS Excel MVP

 

[John Diacono]

What I have at present is an excel book with clients divided up according to
shopping centre.
i.e. <Sheet> Chadstone Shopping Centre
Column A B C
D
Joe Bloggs Shoes $150 P
26/4/07
Anna's Cakes $180 P
15/1/08
etc...
The shopping centre pages contain: business name/price/paid/sign up date
columns among other things
I need to create a new report page with: shopping centre/business
name/amount owing/date signed up. This way I can summarise the information
currently spread-out throughout the different worksheets.
The way it would work is that if a client is not marked as paid the relative
information would be transferred to the report sheet

 

[John Diacono]

Thanks Gord
In answer to your question what I have at present is the following:
worksheet>Shopping Centre
Column A B C
D
Client Name Price Paid
Date of sign up
Joe Bloggs $150 Y
25/6/07

Of course there are many worksheets with lots of clients and lots of other
information and some have paid and some haven't
What I would like to do is to create a summary report that will let me know
at a glance what is happening

Regards
John D

 

[Otto Moehrbach]

John
What is missing is what you want to see in the final product, the
summary report. Post back and provide some detail (layout) about what you
want in this summary report. HTH Otto

 

[John Diacono]

Hi Otto,

In the final report I would like to see the following:

Shopping Centre/Business Name/Amount Owing/Date Signed Up

 

[John Diacono]

Hi Otto
The final report should have the following information

Shopping Centre/Business Name/Amount Owing/Date Signed Up

John D

 

[Otto Moehrbach]

John
The posting got your data pretty well scrambled. What you want is
pretty easy to do if I could figure out what you have and what you want. If
you wish, send me an email and attach a sample of your file. You said that
you have many sheets. Include a few of those. Is the shopping center, in
each sheet, the name of the sheet?
Also include another sheet and place what you want (a sample of it) in that
sheet in the layout you want. If you feel your data is proprietary, just
make up some data. Include enough of what you have and what you want to let
me see the pattern that you have and want. My email address is
(e-mail address removed). Remove the "nop" from this address. HTH Otto

 

[John Diacono]

Otto
Thank you for all your help. You answered my question via email and for all
those looking for a similar answer I am very happy to say that Otto and the
rest of the team are there to help us all.

John D