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Posted on Aug 11, 2008
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EXCEL MIS EXCEL want to prepare MIS for Insurance Sector which will include Region, State, Month, Cumulative, Quarter, YTD etc

  • Anonymous Aug 20, 2008

    I cant open ex because version 1.0 in my PC

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  • Posted on Aug 18, 2008
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Joined: Aug 13, 2008
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When you say prepare . .
What data is going in - and what needs to come out ?

At the moment - it looks like you just need standard coloumn control...
From the standard input columns do you need to break the data down into specifics (Ie time frames etc...which will incorporate cumulatives..)
I would personally suggest using MS Access - you will have greater control and GUI to minimize accidental deletion etc..

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When you by a digital camera ask if they shop offers a extra warranty plan that also includes theft, fallen damage, scratches etc. like dixons does.

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Hi I have an excel question. Here is what I need to do. I need to do a sales analysis YTD with several different project types that I need to split up over which month the sale was taken in.

it will take too long to explain and then the explanation may not cover your question
go out and buy a "excel for dummies" book and all the processes that excel can do is explained
or go google and type in--- user manual for excel -- and see if there is a pdf version for down load
if there is it could be several hundred pages long but you could select the pages relevant and print them only
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Excel sheet help

You're covering a lot of ground there, but you should be able to use sorting and group selection, then cut and paste from your other programs, as well as keyboard shortcuts to save some time. There may even be some addins that will help you to organize the reports...but nothing can save you from data entry. There's definitely a steep learning curve involved...
It may be helpful for you to organize the logic and Hierarchy of the spreadsheet by hand on paper before you attempt to set it up on your system.
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Windows Installer pops up everytime I open Access, Excel ..etc.

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Not sure if I get your problem. Do you mean the SUM() formula with the row does not work?
That is the simplest solution if you are entering the monthly numbers per month.

If you have all these values and need to sum them up based on the current month, you need to use the MONTH() with the NOW() formulas to get a month offset and use a relative reference for the SUM() formula.
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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.

 

 

 

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