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Creating multiple reports semi-automatically?

  1. #1
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    Creating multiple reports semi-automatically?

    Hello

    I'm working for couple of different companies that need individual reports on their status.

    We are showing them average scores on several questions, based on gender, age and such.

    The current setup is like this:

    The reports are presented in powerpoint linked to an excel file with all the numbers.

    On each page there is an average score on the question.
    Below they can see the average scores based on gender, then age and more background questions.

    On the next page, there is a new question.




    I know how I can do this for only one company, but I want to make it so I can just put a filter in excel so the whole power point file only shows ONE company, then I can put on the filter for another company, and another and create multiple reports for each company without having to update each chart.

    I already have a huge file with all the data and I can filter each picture and copy them into power point, but its very time consuming.

    I think that what I'm trying to do, is to add a slicer (which is sorted by companies) that filters all of the sheets and pivot tables in one excel file, and connects to a power point.
    Last edited by atlii; 03-26-2021 at 03:18 PM.

  2. #2
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    Re: Creating multiple reports semi-automatically?

    What I would do is this: have one set of cells with all the filter values that I want on a master sheet.

    Key all the other calculations off of those cells.

    Then add columns of formulas to every Pivot Table source, with a formula that returns TRUE or FALSE based on the cell values, like

    =A2=MasterSheet!$A$2

    And use that new column of formulas as the Pivot Table Page Filter, set to TRUE. So when you change the filter values on the master sheet, those formulas update, and when you refresh the pivot tables, only the rows with TRUE will be used.
    Bernie Deitrick
    Excel MVP 2000-2010

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