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Generating Reports from Spreadsheet

  1. #1
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    Generating Reports from Spreadsheet

    I have a large log of requests from various companies with details for each request. The only unique values are request numbers. Is there a way to make a report with only entries for a certain company? I'm having to filter, copy and paste information into another sheet every morning for each company showing only certain columns of information and I'm wondering if there's an easier way to do produce these reports.

    Any advice would be appreciated!

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    Re: Generating Reports from Spreadsheet

    Maybe use a Pivot Table, depending on how your data is set up.

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    Re: Generating Reports from Spreadsheet

    A Pivot Table won't give me the information that I need. I would need to see the rows of information for each request. No values are calculated. I just need a spreadsheet of the rows of information from certain dates.

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    Re: Generating Reports from Spreadsheet

    A Pivot Table doesn't need to calculate values! Can you post an example of your data in a spreadsheet and include a sheet with what you'd like it to do?

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    Re: Generating Reports from Spreadsheet

    EXCEL FORUM EXAMPLE.xlsx

    The REQUEST LOG tab has information for all requests, including information (columns) not shared with the customer.

    The other two tabs are an example of what I'm needing. They are reports for each company showing certain columns of information for open requests and requests completed the previous day. Requests with finish dates (also formatted with a red pattern) are completed requests.

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    Re: Generating Reports from Spreadsheet

    Ahhhhh - I think you should be able to do this with CUSTOM VIEWS.
    Here is MS's info on it:
    https://support.office.com/en-us/art...a-438fde18fc2b

    Basically, if your data is not a TABLE (which yours currently is), you would filter on Company1, hide the columns you need to hide, ADD a custom view called COMPANY 1. Change it up for Company 2 and add a second view, could be Company2. Then whenever you need to provide either report, you just choose the VIEW.

    Would that work for you?

  7. #7
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    Re: Generating Reports from Spreadsheet

    Perhaps this kind of solution will work for you
    The solution in on the REPORT tab which is coloured red.
    This formula is entered in REPORT!A4 and filled across and down.
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    The Request Number is filled in REPORT!B1
    Attached Files Attached Files
    Last edited by newdoverman; 10-24-2015 at 04:35 PM.
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