How to create a report
What is the simplest way to create a report that prints out this quarterly data; that included Col A, in a report that is clean and uncluttered.
Master-page-only.xlsm
Master-page-only.xlsm
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ASKER
Thanks for the video; it's very good and I'm learning a lot from it! I think I may be able to create a report from what I am learning.
The video says to first change the data to a table, There may be advantages to making the whole spreadsheet into a table but; at the level I'm working at, I wouldn't be able to figure out what they are. I just don't want to mess with the formatting of my worksheet; that I have created; one painful tweak at a time.
What I would like to do is create a dynamic copy of my worksheet, that I could convert it and follow the process outlined in the video for making my report.
The video says to first change the data to a table, There may be advantages to making the whole spreadsheet into a table but; at the level I'm working at, I wouldn't be able to figure out what they are. I just don't want to mess with the formatting of my worksheet; that I have created; one painful tweak at a time.
What I would like to do is create a dynamic copy of my worksheet, that I could convert it and follow the process outlined in the video for making my report.
ASKER
Maybe this is the advantage: according to the video
Main advantages of a table; as you append records; definitions and formulas will automatically expand
If I changed my entire worksheet to a table would it upset how it currently operates; aside from how it looks?
Main advantages of a table; as you append records; definitions and formulas will automatically expand
If I changed my entire worksheet to a table would it upset how it currently operates; aside from how it looks?
If your entire workbook is rows & columns that relate to each other then a table should work fine. If you have notes & such that are for you then they shouldn't be included in the table.
ASKER
My guess; and I'm putting it here before trying it, cause I have to run and want to put it out there, in case I'm right, is that I could open a new worksheet and use the Advanced Filter to "Copy to another location", select a range, "copy to" worksheet!$a$1 and check "Unique records only".
btw what does "Unique records only" do?
btw what does "Unique records only" do?
Unique records records only one of everything. If you have company ABC listed 100 times it will only appear once in a unique list.
The video created the unique records list on the same worksheet but going to another sheet shouldn't be a problem.
The video created the unique records list on the same worksheet but going to another sheet shouldn't be a problem.
ASKER
The video was really helpful
Can't you hide columns C To O, U, and V.
Set the print scaling to fit all columns on one page and print?
Seems to work just like what you want except the orange merged cells in the expenses area.
You can also set the print area to A1:T42 after the above settings to get rid of the line "Based on amount brought forward".
Basically just like the sample file attached.
Master-page-only.xlsm