New to Excel

  • Thread starter Thread starter DeanL
  • Start date Start date
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DeanL

Hi guys,

I'm fairly fluent in MS Access but I've been handed a task that is
baffling me. I've been asked to produce a report(s) in Excel that has
a series of sales by territory. I have a bunch of raw data in a
spreadsheet that has several items including Name, Address, State,
ZIP, Territory, ItemCode, SaleDate, Quantity and Price. From this
data, I would like to create a macro or something that would take the
data for a given territory and "dump" it into a workbook to track
sales performance over the past 6 months.

Apart from the most simple use, I've never used Excel in this way and
I'm currently pulling my hair out so I'd be so grateful if anyone
could help or point me in the right direction.

Many thanks, Dean...
 
Dean,

Do you know what programming is, you are in the complete wrong newsgroup for
your question.

Have a look at excel programming.

Cor
 
DeanL said:
Hi guys,

I'm fairly fluent in MS Access but I've been handed a task that is
baffling me. I've been asked to produce a report(s) in Excel that has
a series of sales by territory. I have a bunch of raw data in a
spreadsheet that has several items including Name, Address, State,
ZIP, Territory, ItemCode, SaleDate, Quantity and Price. From this
data, I would like to create a macro or something that would take the
data for a given territory and "dump" it into a workbook to track
sales performance over the past 6 months.

Apart from the most simple use, I've never used Excel in this way and
I'm currently pulling my hair out so I'd be so grateful if anyone
could help or point me in the right direction.

Many thanks, Dean...
Click to expand...

Explain to them that excel is the worst possible way to do this. Data should
be in a database and a report should be written to format the data in the
way they require.

Michael
 
Dean,

Wrong forum ... but:

- if you have all the raw data, simply put the raw data into an excel file.
- teach your users how to use PIVOT tables.
- this will give them ALL the reporting / analysis they will need!

Now when sending the data to EXCEL, you may want to derive some fields
FOr example, you have DATE ... you will want to supply to excel ...
- Year Column
- Month Column
- Week Column
- Quarter Column
Basically, any period grouping the user wants, you will need to supply a
column.

I have done this for costing monitoring ... it is very simple:

For service based ... using ole,
- create an excel file.
- write the data to excel
- build a few 'predefined' pivot tables and graphs
- save the excel file
- email it to the designated employees

For on demand...
- as above, but have it 'push button' process from within the application.

Jeff.
 
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