Reports

[Guest]

Is there a website when I can find examples/techniques for designing this
reports.

At present my report have two report sheets, income and expenses.

The income sheet has the following categories,

Account Categories Amount
1100-1110 Student fees 20000
1120-1126 Full fee courses 10000
Academic fees 30000

1715-1720 Research grants 500
Other income 500

Total income 30500

The range of accounts are grouped into the above categories.

The expenses account has the following categories,

Account Dept Categories
Amount
2500-2999 ACA
2000
2500-2999 AFR
1000
Salaries: academic in academic dept
3000

2100-2499 ACA
500
2100-2499 AFR
250
Salaries:clerical in acad dept
750

Total Expenditure
3750


The range of accounts and dept are grouped into the above categories.


The data fields used to make up the above reports are,
Account,
Dept,
Amount.

On the report only the categories and their amount will be shown.

 

[Roger Govier]

Hi

Consider using Pivot Tables to produce your report. For more help on
this take a look at
Take a look at the following sites
http://peltiertech.com/Excel/Pivots/pivotstart.htm
http://www.contextures.com/xlPivot02.html

http://www.datapigtechnologies.com/flashfiles/pivot1.html

http://www.edferrero.com/Tutorials.aspx

 

[Guest]

Thanks for your reply. The problem with pivot tables is althought groups can
be created it is lost when new data is used/refreshed and one cannot arrange
the categories in any specified order per my message.