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Excel How do i generate report using data filled in Excel worksheet.for instance suppose i have entered the fields names and premium due month for the clients. and i want to know whose money is due in which month.

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Re: Excel

Prepare table having coloumns Client, Premium Amount , Month.


Now take Pivot table of the above table. Take Field 'Month' in Page field and Client in 'Row' field and sum of amount in 'Data field'.


If you refresh the data and select the required month you will get the desired information.




Posted on Oct 16, 2007

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Reminder in excel

There are a couple of types of spreadsheet - Depending on the size of the data you are working with - filter may the quickest option or Query report.

Your worksheet will contain all your data i.e. Customer, contact no, outstaning actions and due date - You can create a filter aon this set criteria on the due data - as less than or equal to todays date - which will only display your outstanding actions required by today or earlier.

Another option if you have installed MS Query, is to create a seperate report - again using the criteria of due date being less than or equal to today.

Producing this from your existing data is much easier than trying to re-create your data - But I can send you how I would create this sheet if the above explanation is not easy to follow - If you let me have your email address.

May 31, 2009 | Microsoft Office Excel 2003 for PC

2 Answers

Count the number of open and closed order status per owner

My suggestion is to use a Pivot Table.  Follow these instructions:
Click on column A1 - then in the menu bar click DATA > Pivot Table and Pivot Chart Report.  

Click NEXT on step 1 of pivot table wizard.
For step two you will want to highlight all of the data on your sheet.  then click next.
Choose NEW WORKSHEET for step 3 of the pivot table wizard and click finish.
Once the Pivot Table sheet opens, drag the STATUS field into the top left corner of the pivot table view, where "drop column fields" and "drop row fields" meet.  Next drop another instance of the STATUS field into the "drop row fields here" column.  And lastly drop the OWNER field into the "drop column fields here" section.  You should now be viewing a report showing you exactly what you were looking for.

May 07, 2009 | Microsoft Excel for PC

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Input data

If you want to transfer your data into SAS, SPSS, or some other program, follow these guidelines:
The cells in Row 1 should contain the column's eventual data set name. Each name should be a relatively short and unique acronym that clearly identifies the data. It should begin with a letter and contain only letters, numbers, or an underscore ( _ ) where spaces would naturally fall. Avoid using special characters such as $, &, @, in variable names. Since each row represents the values from one subject, the first column(s) should contain one or more variables that give each subject a unique identifier. They become especially important if you need to merge two or more data files.
In Excel, data formats are defined for a range of cells rather than for a complete column. For this reason it is important that each entire column, including cells with missing or uncollected data, have one, and only one, format. Actually, you do not need to format the entire column, only the portion you will eventually use. Highlight that portion and select the appropriate format from the Format/Cells option. Do not select formats that will enter commas, dollar signs, or other visual enhancements. Numeric, text, and date formats (e.g. mm/dd/yy is often a good choice) are probably the only formats you'll ever need.
The "Split" option (under the "Window" pull-down menu) keeps the row of variable names and the columns of identifiers in view, whatever range of cells in the worksheet you may need to review. First place the cursor at the most extreme upper left-hand corner where data entry begins (e.g., the intersection of Row 2 and the column in the upper left-hand corner where data appear) and then select "Split" from this menu. For any row or column of the worksheet you move to, you'll know exactly which variables you are observing (column names) and their associated ID values (rows).
For versions of Excel later than 4.0, one file can contain multiple worksheets. By default, the tabs at the bottom of these sheets are supplied names ("sheet1," "sheet2," etc.). You can change these names by clicking this space with your mouse and entering a new name. Use the same conventions for first-row variable names: use a short acronym of the page contents that begins with a letter, use only letters or numbers, and enter the underscore ( _ ) where a space naturally falls.

Jan 05, 2009 | Sage Instant Accounts 8.0 (013604ug)

1 Answer

Using Vlookup to copy data from another worksheet


Sep 12, 2008 | Microsoft Excel for PC

1 Answer

Access 2007

Breaking a field's title on a report into two line is done in the form design screen. Data table view does not support you need.

Jun 24, 2008 | Microsoft Office Professional 2007 Full...

1 Answer

MS EXCEL 2000 corrupted workbooks/worksheets

it sounds like you are going over the limits of the program these are the specs. I would recommend dividing up the data if you can. or moving it to a database that can act like excel and hold more data.

Apr 29, 2008 | Microsoft Excel for PC

5 Answers

Forgot password to open Excel sheet

If you mean that you can open the Workbook and read the Worksheet - then all you have to do is select all and paste it to another Worksheet. This will allow for changes of formulas etc.

If you mean the whole Workbook - then I dunno.

In future, either use the same password for everything (easy to remember) or Protect the work with nothing entered into the password field (leave this blank). This last will protect the work from people who try to guess your password, but will be easy for you to remember - eg every password is left blank.

If you must use unique passwords, then keep a record of them somewhere other than on your computer.

Sorry I can't help with the "Workbook" solution - but somebody else out ther may be able to do so.

Apr 25, 2008 | Microsoft Office Professional 2007 Full...

1 Answer

LINE 100

If Sale Line 100 is an Excel Template then it is simple.

The Templates are just preformatted spreadsheets which are edited just like any other spreadsheet.

If you mean that you are using the Template to create another document but wanting all the fields to be the same as the Invoice then I suggest the following method:

Copy the Template fron Worksheet 1 onto Worksheet 2.

Add and remove any fields that you wnt to add or remove (Prices would be deleted on this copy and the title would be changed from Invoice to Delivery Docket, etc)

Then (on Worksheet 2) in the fields that you want to be the same - click on the cell you want the same Data in and hit the = sign. Then go to Worksheet 1 and Click on the cell that you want the data to be the same. Hit Enter. This will send you back to Worksheet 2 and you will see that any data entered into the cell in Worksheet 1 will now also appear in Worksheet 2.

Repeat this process for all the cells you want copied from worksheet 1.

When you complete the data in Worksheet 1 (the Invoice) all the data selected will automatically appear in the cells selected on Worksheet 2.

Try this on worksheet 2 select cell A1, type =, then open worksheet 1 and select B1. You will be returned to worksheet 2 and the formula in cell A1 will now read =Sheet1!A1. Enter anything into Shhet 1 A1 and you will see that it appears in the appropriate cell on Sheet 2.

When you want to print off the Invoice and the Delivery Docket - you only have to open each Worksheet and hit Print and a copy of each worksheet will be printed giving you an Invoice and a Delivery Docket with the appropriate info on each printout (eg if you exclude prices from the Del. Docket then after completing all the details in the Invoice will create a Del Docket with all the relevant information other than the prices.

Does this answer your question?

Apr 25, 2008 | Business & Productivity Software

1 Answer

Export data in excel shld yoeet through VB

When i first figured out how to pull data from SQL and put the results in an excel file i referenced these two articles....
Reading and writing excel file using VB.NET (
Get the Values From DataBase and Stored into excell Sheet (

This is the code i ended up using.... (check out those links to see how you need to import the ms office excel reference file with visual basic)

Const stcon As String = "Provider=SQLNCLI;server=xxxxx;database=xxxxx;uid=xxxxx;pwd=xxxxx;DataTypeCompatibility=80"
Dim stSQL As String = "select * from scs_rate_class_money where irate_book = 124 and snew_used = 'U' and sclass = '2' and splan = 'T4' and sopt_code = 'F1'"
Dim cnt As New ADODB.Connection
Dim rst As New ADODB.Recordset
Dim fld As ADODB.Field
'Open the connection.

'Open the recordset.
With rst
.CursorLocation = ADODB.CursorLocationEnum.adUseClient
.Open(stSQL, cnt, ADODB.CursorTypeEnum.adOpenForwardOnly, _
ADODB.LockTypeEnum.adLockReadOnly , _
.ActiveConnection = Nothing 'Disconnect the Recordset.
End With
'Close the connection
cnt.Close ()
Dim exp As Export = New Export()
Dim xlApp As New Microsoft.Office.Interop.Excel.Application
Dim xlWBook As Microsoft.Office.Interop.Excel.Workbook = xlApp.Workbooks.Add(Microsoft.Office.Interop.Excel.XlWBATemplate.xlWBATWorksheet )
Dim xlWSheet As Microsoft.Office.Interop.Excel.Worksheet = CType(xlWBook.Worksheets(1), Microsoft.Office.Interop.Excel.Worksheet)
Dim xlRange As Microsoft.Office.Interop.Excel.Range = CType(xlWSheet, Microsoft.Office.Interop.Excel.Worksheet).Range("A2")
Dim xlCalc As Microsoft.Office.Interop.Excel.XlCalculation
Dim i As Short

'Turn off Excel's calculation.
With xlApp
xlCalc = .Calculation
.Calculation = Microsoft.Office.Interop.Excel.XlCalculation.xlCalculationManual
End With
'Write the fieldnames.
For Each fld In rst.Fields
xlRange.Offset(0, i).Value = fld.Name
i = i + 1
'Populate the range.
xlRange.Offset(1, 0).CopyFromRecordset(rst)
'Close the recordset.
'Make Excel available to the user.
With xlApp
.Visible = True
.UserControl = True
'Restore the calculation mode.
.Calculation = xlCalc
End With
'Release variables from memory.
fld = Nothing
rst = Nothing
cnt = Nothing
xlRange = Nothing
xlWSheet = Nothing
xlWBook = Nothing
xlApp = Nothing

Jan 03, 2008 | Business & Productivity Software

2 Answers


It is very useful to learn excel shortcut realy i thank you

Sep 26, 2007 | Microsoft Office Standard for PC

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