New to Excel

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  • DeanL
    #1

    New to Excel

    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...
    Tags: None
    • Cor Ligthert[MVP]
      #2
      Re: New to Excel

      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" <deanpmlonghurs t@yahoo.comschr eef in bericht
      news:0a49d016-87fc-41c1-9c6f-742f78bbfb4a@t1 2g2000prg.googl egroups.com...
      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...

        Comment

        • Dave Griffiths
          #3
          Re: New to Excel

          Try your question here

          microsoft.publi c.excel

          "DeanL" <deanpmlonghurs t@yahoo.comwrot e in message
          news:0a49d016-87fc-41c1-9c6f-742f78bbfb4a@t1 2g2000prg.googl egroups.com...
          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...

            Comment

            • MichaelC
              #4
              Re: New to Excel

              "DeanL" <deanpmlonghurs t@yahoo.comwrot e in message
              news:0a49d016-87fc-41c1-9c6f-742f78bbfb4a@t1 2g2000prg.googl egroups.com...
              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...
              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


                Comment

                • jeff
                  #5
                  Re: New to Excel


                  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.

                  "DeanL" <deanpmlonghurs t@yahoo.comwrot e in message
                  news:0a49d016-87fc-41c1-9c6f-742f78bbfb4a@t1 2g2000prg.googl egroups.com...
                  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...

                    Comment

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