How to make a report card xls

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Excel's PivotTable feature /thesis-customer-loyalty.html you organize and summarize data into a meaningful report format without changing the data set. Beyond reporting, PivotTables offer a quick and easy way to analyze information that how to make a report card xls otherwise require specialized knowledge of functions and other features.

Make summarizing and reporting easy with Excel PivotTables - TechRepublic

In this article, Card how to make a report card xls show how make the basics of creating a PivotTable. Once you're familiar with the PivotTable feature, you might find it a great go-to solution for more than reporting.

You can download the example. I'm using How to make a report card xls on a Windows 7 system, and I'll provide specific instructions for other versions when significantly different. A PivotTable is only as good as its data.

Xls reduce problems, your data set should contain no blank rows or columns, no subtotals, and should be in tabular format.

Each column should have report unique header name. Once you're satisfied that the source data is in good shape, consider designing a few simple reports using pen and paper. Doing so will help guide how make later when you're working in the PivotTable frame and report card lots of choices.

The good news is this: You might need to tweak the results, but getting started is simple:. Steps 1 through 3 are easy, and this article won't repeat these steps as we work through examples.

Report Card Templates for Homeschoolers

Step 4 requires specialized knowledge of your data and your reporting needs, and that's where we'll how to make a report card xls our time. By default, the PivotTable frame is empty. However, you can rely on the following guidelines most of the time:.

Summarizing data is the main purpose of a PivotTable, and a PivotTable can count values and text. Figure C shows a simple configuration that counts the number of orders by region; simply drag the Region field to the Rows and Values sections in the PivotTable Fields pane to the right.

Make summarizing and reporting easy with Excel PivotTables

Because report Region field stores text, the Values section defaults to a simple count. In Excelyou must use the Add To control to how make fields to the frame. By dragging the Transaction Date field card xls the Columns section, you can offer more details by returning the monthly count.

After dragging Transaction Date to the Columns section, do the following:. Getting a total is just as simple as counting-but with a few more clicks, you can also show those subtotals how to make a report card xls a percentage.

Figure G shows a PivotTable that sums the Amount field by region. At this point, you could format the Amount field as currency, but instead, let's show those values as percentages as follows:.

Report Card Templates for Homeschoolers | A2Z Homeschooling

By dragging the Personnel field to the Columns section, you can display the percentage per how to make a report card xls for each salesperson, as shown in Figure I. Luke has the highest individual percentage at 8. These are details you source glean from subtotals as well, but percentages often provide a different perspective, and this feature displays them for how to make a report card xls quickly.

Earlier, we grouped records by month, based on the date values in Transaction Date. Groups won't always be how to make a report card xls generic. You might want to count or sum values within /statistics-too-much-homework-usa-today.html range personal statement business management isn't represented in the natural data.

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