M
marksince1984
Greetings all,
I am trying to build a little package which creates reports from data I
extract from Oracle. The Basic steps are:
1) Import and modify data from CSV ready for reporting - COMPLETED
2) Creation of pivot reports
3) Save/Print reports
Obviously there is a bit more detail than this.
2) Creation of pivot reports
- I need to create a new set of reports every time the code is run in
a new workbook saved as todays date.
- Pivot tables are the way to go for creating these reports
- The report content will depend on region chosen. (See screenshot)
- These regions have 5-6 unique costs centres, which need to be
seperated onto different worksheets inside the new workbook.
- Ie: If i choose region 2, then the new workbook will have
worksheets with reports for cost centres 2001,2002,2003,2004 etc, on
seperate worksheets. If i choose region 3, then the new workbook will
have worksheets with reports for cost centres 3001,3002,3003,3004 etc,
on seperate worksheets
- Each Region does not have a top-account by which we can filter a
pivot on, it will need to be filtered by the preset cost centres
(these are fixed and will never change). So in a series of accounts
from 1 to 99999, 1000-1999 is for region 1, 2001-2999 for region 2,
etc etc.
Do people understand this? I would like to get peoples understanding of
a good process which would suit.
If i break down the process into modules>
I need to create new workbook with todays date
I need to create new worksheets in that book depending on the cost
centres for the region
I then need to create pivot tables for each worksheet for JUST that
cost centre on that sheet
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|Filename: screen.JPG |
|Download: http://www.excelforum.com/attachment.php?postid=4856 |
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I am trying to build a little package which creates reports from data I
extract from Oracle. The Basic steps are:
1) Import and modify data from CSV ready for reporting - COMPLETED
2) Creation of pivot reports
3) Save/Print reports
Obviously there is a bit more detail than this.
2) Creation of pivot reports
- I need to create a new set of reports every time the code is run in
a new workbook saved as todays date.
- Pivot tables are the way to go for creating these reports
- The report content will depend on region chosen. (See screenshot)
- These regions have 5-6 unique costs centres, which need to be
seperated onto different worksheets inside the new workbook.
- Ie: If i choose region 2, then the new workbook will have
worksheets with reports for cost centres 2001,2002,2003,2004 etc, on
seperate worksheets. If i choose region 3, then the new workbook will
have worksheets with reports for cost centres 3001,3002,3003,3004 etc,
on seperate worksheets
- Each Region does not have a top-account by which we can filter a
pivot on, it will need to be filtered by the preset cost centres
(these are fixed and will never change). So in a series of accounts
from 1 to 99999, 1000-1999 is for region 1, 2001-2999 for region 2,
etc etc.
Do people understand this? I would like to get peoples understanding of
a good process which would suit.
If i break down the process into modules>
I need to create new workbook with todays date
I need to create new worksheets in that book depending on the cost
centres for the region
I then need to create pivot tables for each worksheet for JUST that
cost centre on that sheet
+-------------------------------------------------------------------+
|Filename: screen.JPG |
|Download: http://www.excelforum.com/attachment.php?postid=4856 |
+-------------------------------------------------------------------+