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Create reports from Excel workbooks?

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    Create reports from Excel workbooks?

    I do testing of industrial equipment, collecting a lot of data along the way. Once I've calculated the performance metrics of existing systems, I do a cost analysis on proposed repairs or replacements.

    I have a couple of goals in trying to streamline my spreadsheet process and make it more effective.

    My worksheets usually end up with way more columns than I can view on the screen and that gets pretty cumbersome, so I want to develop input forms that will make data entry simpler. I've tried transposing the formats but they get even more difficult to handle that way. I just ran across the "Build a UserForm for Excel" pdf in this forum and I think that's going to help quite a bit.

    Then for each of these types of projects I need to develop at least two report formats, one that will be comprehensive for each individual piece of equipment or subsystem that I'm analyzing, and another that's more of a summary of entire systems, such as a network of pumps all owned by the same customer. Ideally, this summary report would allow me to rank the subsystems by various criteria, such best ROI or most critical to operations. Format-wise what I'm looking for here is to strip away anything not relevant to decision makers, just reporting the important ID info and key results.

    Finally, I'd like to be able to store all similar jobs in a single database so I can easily search through past results for comparative purposes when doing higher level analysis on new projects. I keep seeing the term "relational database" bandied about but don't really know if that's what I'm talking about or not.

    Can I even do this in Excel? My understanding is that Access doesn't really allow you do do calculations.

    I'm happy to go out and buy a book and get serious about studying up on this but don't even know where to begin. Excel Help and days of Googling have only led me down a lot of dead ends. Any direction would be greatly appreciated.
    Last edited by Redwood; 10-21-2009 at 07:20 PM. Reason: Just wanted to make title into a question

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    Forum Expert shg's Avatar
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    Re: How do I create reports from Excel workbooks?

    The answer is yes, Excel can do that, but your question is too impossibly broad to provide a constructive answer. You'd be more likey to get useful help if you manually created the report you want, and then post that along with the input data it was drawn from, as separate pages in the same workbook.
    Entia non sunt multiplicanda sine necessitate

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    Re: How do I create reports from Excel workbooks?

    Thanks, shg. As a new member, I didn't want to start posting attachments until I was sure it was appropriate and that I was asking the question in the right place that.

    I'll need to clean up one of my workbooks for this purpose but will work on that tonight and try to put the example up by tomorrow morning.

    Regards,
    Redwood

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    Re: How do I create reports from Excel workbooks?

    ... and any narrative explanation needed to make clear how you got from here to there ...

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    Re: How do I create reports from Excel workbooks?

    Sorry for the delay getting back to this...just too many deadlines and I had no choice but to get some product out the door manually. I still need to develop this tool for the long run though.

    The spreadsheet I'm attaching is far from ideal because I sort of built it as I went along and it grew organically without any kind of roadmap, just a lot of prompting from a variety of bureaucrats with competing objectives. I started with the Calcs tab but created the Inputs tab to streamline data entry. I realize that's quite cumbersome and I need to dump it and instead create a UserForm tool for that task.

    But the output report is very close to what I am shooting for. The majority of its values are extracted from the Calcs tab, with a handful of manual inputs and a few calculated values too, but in the next iteration I want all of that stuff to come from the Calcs page via the UserForm entry tool. The entire content of the Report tab should be automated.

    In this example, the Report is all from the first row of data in the Calcs tab. Obviously the reason I want to automate is because I want to create an identical styled report for each individual row in the Calcs tab, for this workbook a total of ten reports.

    I'm not looking for anybody to do this for me, just trying to locate a specific resource than I can use to learn to do it myself. Any help is much appreciated.
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    Re: Create reports from Excel workbooks?

    I'm sure someone here knows the answer. Maybe even I can help. I just haven't figured out the question yet.

    The majority of its values are extracted from the Calcs tab, with a handful of manual inputs and a few calculated values too, but in the next iteration I want all of that stuff to come from the Calcs page via the UserForm entry tool. The entire content of the Report tab should be automated.
    There is no userform in your workbook.

    You really need to be a bit more specific.

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    Re: Create reports from Excel workbooks?

    Thanks for the response, and apologies for the lack of clarity.

    I haven't created a UserForm yet. I intend to, but have never done one and figure it's going to take some effort -- worthwhile, but for the time being and given the deadlines I'm under, I've already got the data I need in there. I created that Inputs tab in a vain attempt to make that process easier, and only then did I even discover I could create the UserForm, but at that point I just needed to get the thing working.

    In any event, that's not what I'm asking about. My objective here is just taking all the info developed in the Calcs tab, which includes all relevant info for each pump in its own row, into a separate single page report for each individual pump.

    Does that clear it up? I realize I'm looking at a complete redesign - there's too much going on in this one already. Again, I'm not looking for anybody to do this for me, just looking for a push in the right direction so I can figure it out for myself.

    Thanks again,
    Redwood

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    Re: Create reports from Excel workbooks?

    Hmm. Not sure if I'm answering what you're asking, but you could do something like:

    insert a new column in the calcs sheet before column A and create unique IDs to identify individual rows of data
    in the reports tab, create a cell where the user needs to specify one of those unique IDs
    then, use a formula like

    =VLOOKUP(uniqueID,Calcs!A4:Y26,nn,FALSE)

    where nn is the column number you want to return, eg if you want to return the type, this will be in column F (after you've inserted the ID column) so the formula would be

    =VLOOKUP(uniqueID,Calcs!A4:Y26,6,FALSE)

    or for Head (ft), which will be in column L, use

    =VLOOKUP(uniqueID,Calcs!A4:Y26,12,FALSE)

    use formulae like the ones above to reference the individual fields from the calcs tab and use your report formulae that you already have in place.

    When the user selects a different ID on the reports tab, the VLOOKUP will return the respective data.

    does that help?

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    Re: Create reports from Excel workbooks?

    Thanks, Tevlyn, that does help quite a bit. It's not as simple a solution as I was hoping for but just plugging it into a couple of cells I do see how I can make it work pretty easily. I need to go back and streamline quite a few characteristics of the inputs before it's going to come together but at least now I have a road map.

    Thanks again,
    Redwood

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    Re: Create reports from Excel workbooks?

    You may want to look at MS Query and/or pivot tables as well. Once you get your database worksheet set up with the columns you need, MS Query will be able to do complex searches to retrieve and display the info you need.

    **Edit**

    I am working on converting your Inputs tab into more of a database format. Then I will make you some sample forms. Then I'll upload it here for you to see. Then I'll give you some basics on MS Query.

    Of course maybe your volume isn't high enough to really constitute a database, but it really does make things simpler once it is set up.
    Last edited by Whizbang; 11-04-2009 at 04:03 PM.

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    Re: Create reports from Excel workbooks?

    Ok, here is a sample of forms and assorted other lookup stuff.

    I created a "Data" sheet. It has columns for each of the entry points from your Inputs sheet (I didn't bother with your Output Report. I'll let you do the legwork on that). This should give you an idea of how to create a worksheet that works like a database. The sheet itself will be many, many columns wide, but since you won't be working directly in the sheet, it doesn't matter.

    I added forms to add new records and edit existing ones. I threw in some controls to prevent accidental creating of records. The forms are designed to dynamically adjust to your columns. If you need to add or delete a column, you can do so without fearing it will mess up all your code. Just simply add or delete the required code for that column, and it should run smoothly.

    The forms enter the text from the form into the database, but it enters the text as text. For the most part this shouldn't matter, but MS Query may have a hard time deciding what datatype each column is. To help with this, you may need to add formatting filters to make it enter the data as the appropriate type (ie Format(Your Code, "#.##") to format as a number with two decimal places, etc)

    I created a Display tab. This is to show you a fancy way to lookup records via the sheet. These formulas are also independant of your column order. You can add and delete columns without fear that it will mess up your entire sheet. It works by finding the row of your record, then the colum of the desired field, and displaying the value of the cell where the two meet. You can use this to fill in info in your Calcs tab that easily adjusts depending on the pumpnames you enter.
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