Help creating a summary tab (strategy)

[Jeremy]

I have a spresdsheet that currently has about 33 columns. All of the
information on this sheet is necessary. I am being tasked with creating a
way to have a summary sheet added to the workbook. I have the columns that
my boss requires, but she will oonly want to look at a specific date range.

Does anyone have suggestions on how to do this?

 

[Dave Peterson]

I think I would keep all my data on one sheet.

But I'd record a macro when I hid the columns that the boss doesn't want to
see--and record a macro when everything is shown.

Then I'd plop a couple of buttons from the Forms toolbar in row 1 (make it
taller!) and show her how to use them.

Then I would apply data|filter|autofilter to the range. Show here how to use a
custom filter (greater than or equal to some date and less than another date).

And show her the Data|filter|show all menu item, too.

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You may also want to look at View|Custom View and apply that instead of the
macros.