These report sheets should be formatted in a way that’s easy to print as well.
One of the most common tools people use in Excel to create reports is thechart and table tools.
In the Chart Design menu, in the Data group, selectSelect Data.
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The chart will update in your report sheet with the data.
The headers will be used to populate the labels in the two axis.
There are different ways to lay out a report using Excel.
Pivot tables help with digging more deeply into data.
go for the sheet with the data you want to analyze.
In the Location field, pick the first cell of the worksheet where you want the analysis to go.
This will launch the pivot table creation process in the new sheet.
In the PivotTable Fields area, the first field you select will be the reference field.
In this example, this pivot table will show website traffic information by month.
So, first, you’d selectMonth.
You’ll see the data imported from the source sheet into your pivot table.
The pivot table collates all of the data for multiple items by adding them (by default).
In this example, you’re able to see which months had the most page views.
In the Value Field prefs dialog box, change the calculation throw in to whichever you prefer.
This will update the data in the pivot table accordingly.
SelectInsert>Text>Header & Footer.
key in the title for the report page, then format it to use larger than normal text.
Repeat this process for each report sheet you plan to print.
Next, hide the sheets you don’t want included in the report.
To do this, right-tap the sheet tab and selectHide.
To print your report, selectFile>Print.
Change orientation toLandscape, and scaling toFit All Columns on One Page.
Now when you print your report, only the report sheets you created will print as individual pages.
Add data columns forDateandDescription, and then add columns for expense specifics, such asHotel,Meals, andPhone.
type your information andcreate an Excel table.
SelectWhat-If Analysis>Scenario Manager.
In theScenario Managerdialog box, selectAdd.
Name the scenario and change your data to see various outcomes.
In Salesforce, go toReportsand find the report you want to export.
