Report generating in excel - Word и Excel - помощь в работе с программами

Analyzing data and converting values into tabular form is not the only thing Excel can do. In fact, Excel can perform advanced functions as well. These functions include creating a report and making them outstanding by using multiple features.

The Pivot Table feature in Excel is a great option to avail when it comes to making a report. It lets you organize, group, and summarize data by dragging and dropping fields.

What are Excel Reports?

Do you have any idea what Excel reports are?

In Excel, making a report is not something you can use for one function, instead this term is used on the whole to present all the linked data on a sheet precisely. Most often, Excel reports let you display a part of the sheet in a way that makes it super easy to understand the whole dataset.

Not only this, but it also includes a little part of data manipulation that answers a particular question. For instance, your report includes sales per day data will show data as the average daily sales per month or net monthly sales. When you manipulate data by adding the entire month or average them over monthly time, it gives you a clearer report view.

Steps to Follow:

Here’s how to create a report in Excel:

Open Microsoft Excel and choose the Controller option.
Now, click on the Reports button and choose Open Report.
Click on the Controller button and choose the Reports option and then the Run Report button.
You will see a Run Reports window.
Now, add the actuality, period, and forecast actuality that needs to make a report.
Add the company that needs to generate the report.
Enter the currency type in which you need to make a report. You may add a local currency or even the converted currency can be added.
Now, add the currency code you need to use, such as ER. You will add this field only when you need to process a report by using more than one currency code as currency type.
Add the extended dimension that needs to be in the report. When there is no dimension, the total will be used.
Now, add the closing version in which you need to make a report. By default, you will see REP is used.
Add the contribution version in which you need to make a report.
Now, you need to add the account, the movement extension, the form, and the counter company that is supposed to make a report.
Press the OK button and you will notice the Excel sheet is expanded into rows and columns filled with values. You are now able to make changes to the report format in Excel according to your needs.
In Microsoft Excel, choose the Controller button and then click on Save Report option from the Reports menu.

Tips for Making Excel Reports

You must follow the tips given below while creating an Excel report:

Make a Group of Reports on a Dashboard

You should make a dashboard that lets you display the key points of the reports. This dashboard is useful when you need to track more than one report.

Use Timelines or Interactive Factors

By using timelines or layered charts, you can have more approaches that contain relevant topics of interest in a dashboard report.

Make Backups of Data Reports

Once your documents are updated, you must have a backup of your important files so that you can save data.

Formatting Tools Help in Arranging Data

With the help of formatting tools, you can clean and wrap factors when you need to add data in Excel within the cells of the sheet.

Summary

In this post, you have learned how to create a report in Excel. As an analyzing tool, you can purely utilize Excel features in multiple projects. Keep exploring Excel and you will become an expert in the field.

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Содержание

How to Create a Report in Excel
In This Article
What to Know
Creating Basic Charts and Tables for an Excel Report
Using PivotTables to Generate a Report From an Excel Spreadsheet
How to Print Your Excel Report
Scenario Manager in Excel
What is a Scenario Manager in Excel?
How to Use Scenario Manager Analysis Tool in Excel?
Scenario Manager in Excel – Example #1
How to Create a Summary Report in Excel?
Scenario Manager in Excel Example #2: Take the below data and create new scenarios.
Recommended Articles

How to Create a Report in Excel

Using charts, graphs, and pivot tables makes it easy

What to Know

Create a report using charts: Select Insert >Recommended Charts, then choose the one you want to add to the report sheet.
Create a report with pivot tables: Select Insert >PivotTable. Select the data range you want to analyze in the Table/Range field.
Print: Go to File >Print, change the orientation to Landscape, scaling to Fit All Columns on One Page, and select Print Entire Workbook.

This article explains how to create a report in Microsoft Excel using key skills like creating basic charts and tables, creating pivot tables, and printing the report. The information in this article applies to Excel 2019, Excel 2016, Excel 2013, Excel 2010, and Excel for Mac.

Creating Basic Charts and Tables for an Excel Report

Creating reports usually means collecting information and presenting it all in a single sheet that serves as the report sheet for all of the information. These report sheets should be formatted in a way that’s easy to print as well.

One of the most common tools people use in Excel to create reports is the chart and table tools. To create a chart in an Excel report sheet:

Select Insert from the menu, and in the charts group, select the type of chart you want to add to the report sheet.

In the Chart Design menu, in the Data group, select Select Data.

Select the sheet with the data and select all cells containing the data you want to chart (include headers).

The chart will update in your report sheet with the data. The headers will be used to populate the labels in the two axis.

Repeat the above steps to create new charts and graphs that appropriately represent the data you want to show in your report. When you need to create a new report, you can just paste the new data into the data sheets, and the charts and graphs update automatically.

There are different ways to lay out a report using Excel. You can include graphs and charts on the same page as tabular (numeric) data, or you can create multiple sheets so visual reporting is on one sheet, tabular data is on another sheet, and so on.

Using PivotTables to Generate a Report From an Excel Spreadsheet

Pivot tables are another powerful tool for creating reports in Excel. Pivot tables help with digging more deeply into data.

Select the sheet with the data you want to analyze. Select Insert > PivotTable.

In the Create PivotTable dialogue, in the Table/Range field, select the range of data you want to analyze. In the Location field, select the first cell of the worksheet where you want the analysis to go. Select OK to finish.

This will launch the pivot table creation process in the new sheet. In the PivotTable Fields area, the first field you select will be the reference field.

In this example, this pivot table will show website traffic information by month. So, first, you’d select Month.

Next, drag the data fields you want to show data for into the values area of the PivotTable fields pane. You’ll see the data imported from the source sheet into your pivot table.

The pivot table collates all of the data for multiple items by adding them (by default). In this example, you can see which months had the most page views. If you want a different analysis, just select the drop-down arrow next to the item in the Values pane, then select Value Field Settings.

In the Value Field Settings dialog box, change the calculation type to whichever you prefer.

This will update the data in the pivot table accordingly. Using this approach, you can perform any analysis you like on source data, and create pivot charts that display the information in your report in the way you need.

How to Print Your Excel Report

You can generate a printed report from all the sheets you created, but first you need to add page headers.

Select Insert > Text > Header & Footer.

Type the title for the report page, then format it to use larger than normal text. Repeat this process for each report sheet you plan to print.

Next, hide the sheets you don’t want included in the report. To do this, right-click the sheet tab and select Hide.

To print your report, select File > Print. Change orientation to Landscape, and scaling to Fit All Columns on One Page.

Select Print Entire Workbook. Now when you print your report, only the report sheets you created will print as individual pages.

You can either print your report out on paper, or print it as a PDF and send it out as an email attachment.

Open an Excel spreadsheet, turn off gridlines, and enter your basic expense report information, such as a title, time period, and employee name. Add data columns for Date and Description, and then add columns for expense specifics, such as Hotel, Meals, and Phone. Enter your information and create an Excel table.

To use Excel’s scenario manager function, select the cells with the information you’re exploring, and then go to the ribbon and select Data. Select What-If Analysis > Scenario Manager. In the Scenario Manager dialog box, select Add. Name the scenario and change your data to see various outcomes.

In Salesforce, go to Reports and find the report you want to export. Select Export and choose an export view (Formatted Report or Details Only). Formatted Report will export in .xlsx format, while Details Only gives you other choices. Select Export when ready.

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Scenario Manager in Excel

Scenario manager is a what-if analysis tool available in Excel that works on different scenarios. It uses a group of ranges that impact an individual output. Therefore, we can use it to make different scenarios, such as bad and medium, depending on the values present in the range that affect the result.

What is a Scenario Manager in Excel?

Scenario manager in Excel is a part of three what-if-analysis tools in Excel, which are built-in in Excel. In simple terms, you can see the impact of changing input values without changing the actual data. Like a Data Table in excelData Table In ExcelA data table in excel is a type of what-if analysis tool that allows you to compare variables and see how they impact the result and overall data. It can be found under the data tab in the what-if analysis section.read more , you now input values that must change to achieve a specific goal.
Scenario manager in Excel allows you to change or substitute input values for multiple cells (maximum up to 32). Therefore, you can view the results of different input values or different scenarios at the same time.
For example: What if I cut down my monthly traveling expenses? How much will I save? Here, we can store scenarios to apply them with a mouse click.

How to Use Scenario Manager Analysis Tool in Excel?

Scenario manager is very simple and easy to use in Excel. Let us understand the working of the scenario manager tool in Excel with some examples.

Scenario Manager in Excel – Example #1

A simple example could be your monthly family budget. You will spend on food, travel, entertainment, clothes, etc., and see how these affect your overall budget.

Step 1: Create a below table that shows your list of expenses and income sources.

In cell B5,you have total income.

In cell B17,you have total expenses for the month.

In cell B19,total money left.

You are ending up with only 5,550 after all the expenses. So, it would help if you cut your cost to save more for the future.

Step 2: From the top of Excel, click the Data menu > On the “Data” menu, locate the “Data Tools” panel > Click on the “What-If-Analysis” item and select the “Scenario Manager” in Excel from the menu.

Step 3: When you click on the Scenario Manager below, the dialog box will open.

Step 4: You need to create a new scenario. So, click on the Add button. Then, you will get the below dialog box.

By default, it shows cell C10, which means it is the currently active cell. So, first, type the scenario name in the box as the Actual Budget.

Now, you need to enter which cells your excel sheet will be changing. Nothing will change in this first scenario because this is my actual budget for the month. Still, we need to specify the cells that will be changing.

Now, try to reduce the food expenses and clothes expenses. These are in cells B15 and B13,respectively. Now, the add scenario dialog box should look like this.

Click “OK.” Excel will ask you for some values. Since we do not want any changes to this scenario, click “OK.”

Now, you will be taken back to the scenario manager box. Now, the window will look like this.

Now, one scenario is done and dusted. Next, create a second scenario where you must change your food and clothes expenses.

Click the Add button and give a “Scenario Name” as “Plan 2”. “Changing the cell” will be B15 and B13 (food and cloth expenses).

Now, below, the “Scenario Values” dialog box opens again. This time, we want to change the values. Enter the same ones as in the image below:

These are the new values for our new scenario, Plan 2. Click “OK.” Now, you are back to the Scenario Manager window. Now, we have two scenarios named after Actual Budget and Plan 2.

Click the Add button and give a scenario name as “Plan 3.” “Changing cells” will be B15 and B13 (food and cloth expenses).

Now, below, the “Scenario Values” dialog box opens again. This time, we do want to change the values. Insert the same ones as in the image below:

These are the new values for our new scenario, Plan 3. Click “OK.” Now you are back to the “Scenario Manager” window. Now, you have three scenarios named after Actual Budget, Plan 2, and Plan 3.

As you can see, we have our “Actual Budget,” “Plan 2,” and “Plan 3.” With “Plan 2” selected, click the “Show” button at the bottom. The values in your Excel sheet will change, and we will calculate the new budget. The image below shows what it looks like.

Click on the Actual Budget and the Show button to see the differences. It will display initial values.

Do the same for “Plan 2” to look at the changes.

So, scenario manager in Excel allows you to set different values and identify the significant changes.

How to Create a Summary Report in Excel?

After adding different scenarios, we can create a summary report in Excel from this scenario manager. To create a summary report in Excel, follow the below steps.

Click on the Data tab from the Excel menu bar.
Click on What-If-Analysis.
Under the what-if-analysis, click Scenario Manager in Excel.
Now, click on Summary.

Click “OK” to create the summary report in Excel.

It will create the summary in the new sheet, as shown in the below image.

It shows the change in savings in three different scenarios. In the first scenario, the savings was 5,550. In the second scenario, savings are increased to 20,550 due to cost cut down in Food & Clothes section, and finally, the third scenario shows the other scenario.
All right, now we exercised a simple Family Budget Planner. It looks good enough to understand. Perhaps, this is enough to convince your family to change their lifestyle.
Scenario manager in Excel is a great tool when you need to do sensitivity analysisSensitivity AnalysisSensitivity analysis is a type of analysis that is based on what-if analysis, which examines how independent factors influence the dependent aspect and predicts the outcome when an analysis is performed under certain conditions.read more . You can instantly create the summary report in Excel to compare one plan with the other and decide the best alternative plan to get a better outcome.

Scenario Manager in Excel Example #2: Take the below data and create new scenarios.

Take the below data table and create new scenarios.

The formula used in cell B4 is =B2*B3 & in cell B11 is = B4 – B9.

In addition, your scenarios will look like the one below.

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Only download Excel plugins from Microsoft AppSource, unless you trust the third party provider.
Macros can be used for anything from simple tasks (e.g., adding values or creating a chart) to complex ones (e.g., calculating your cell’s values, creating a chart from the results, labeling the chart, and printing the result).
When opening a spreadsheet with your macro included, you may have to click Enable Content in a yellow banner at the top of the window before you can use the macro.

Thanks for submitting a tip for review!

Macros can be used maliciously (e.g., to delete files on your computer). Don’t run macros from untrustworthy sources.
Macros will implement literally every step you make while recording. Make sure that you don’t accidentally enter the incorrect value, open a program you don’t want to use, or delete a file.

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1. Enable the Developer tab.
2. Click the Developer tab.
3. Click Record Macro.
4. Create a shortcut key.
5. Store the content in the current workbook.
6. Click OK.
7. Perform the steps you want to automate.
8. Click Stop Recording.
9. Use the shortcut key to run the same steps.

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Categories: Basic Excel

Excel is a powerful reporting tool, providing options for both basic and advanced users. One of the easiest ways to create a report in Excel is by using the PivotTable feature, which allows you to sort, group, and summarize your data simply by dragging and dropping fields.

First, Organize Your Data

Record your data in rows and columns. For example, data for a report on sales by territory and product might look like this:

A PivotTable report works best when the source data have:
1. One record in each row;

2. One column for each category for sorting and grouping (such as “Territory” and “Product” in the example above; and

3. One column for each metric (such as “Units Sold” and “Sales Revenue” above). Recording some sales revenue in a different column complicates the task of adding up all of the sales revenue.

Create the PivotTable

Next, create the PivotTable report:
1. Highlight your data table.

2. From the Insert ribbon, click the PivotTable button.

3. On the far right, select fields that you would like on the left-hand side of the report and drag them to the Rows box.

4. Also on the far right, select fields that you would like to appear across the top of the report and drag them to the Columns box.

5. Select the data that you would like to summarize and drag it to the Values box.

6. For each item under Values, specify how to aggregate the data—with a sum, average, or some other function. This is a great time-saving step!

With each change, you’ll see your PivotTable report take shape. If you decide you don’t like the layout, just drag the fields to other positions.

Formatting Your PivotTable Report

From the PivotTable Design ribbon, choose a style for your report based on your theme’s color schemes with options for header rows, header columns, totals, and subtotals. From the Home ribbon, set the number format for your data, or right-click your data, choose Value Field Settings, and click Number Format.

Other Report Options

Do you want even more flexibility in your reports? Do you ever need to, say, connect to data in an external database or create charts based on your reports? All of these options are available with PivotTables!

Or, if you need more flexibility than PivotTables provide, you can:
1. Create a freeform report by adding totals and subtotals directly to your source data,

2. Use the Group and Subtotal options on the new Outline section of the Data ribbon, or

3. If you’re using Excel 2013, use the new Quick Analysis button.

No matter which option you choose, Excel is one of the most flexible reporting tools available today!

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In Excel 2016, users will find that they have numerous ways of organizing and visualizing their records. Making use of these options will allow you to put tables and charts together to create reports worthy of praise.

Basic chart and table creation
How to create PivotTables
How to create a Dashboard
Timelines and Slicers

Basic chart and table creation

Before you can impress your team with an in-depth report, you need to learn how to generate charts, tables, and other visual elements. Here are a few types to get you started.

How to create a basic forecast report

Load a workbook into Excel
Select the top-left cell in the source data
Click on Data tab in the navigation ribbon
Click on Forecast Sheet under the Forecast section to display the Create Forecast Worksheet dialog box
Choose between a line graph or bar graph
Choose Forecast end date
Click Options for customization
Select Forecast start date

Forecast reports are useful for calculating projections for sales, growth or revenue.

How to create hierarchal charts

Select a cell inside of the data table
Click on Insert in the ribbon
Click Insert Hierarchy Chart under the Charts group
Select between TreeMap or Sunburst chart
Click on the + (plus) sign to add or remove chart elements such as title, data labels, and legend
Click on the right arrow for each element to customize the appearance or behavior

The Charts group itself is an effective way to find the chart that best suits your data. In fact, Excel 2016 has a Recommended Charts option, which allows you to scroll through shortlisted charts or through all available charts.

How to create PivotTables

A PivotTables enable users to sort through and reorganize data in columns and rows in order to find the most effective view. It’s especially useful when you are working with vast amounts of data.

How to create a recommended P{ivotTable

Select a cell within the table range or source data
Navigate to the Tables section in the Insert ribbon tab
Select Recommended PivotTable
Browse through the presented types of PivotTables
Click on the PivotTable you want
Click OK to generate
Select Seasonality options
Modify timeline and value ranges
Select to fill any missing points by zeros or by interpolation
Select criteria to aggregate duplicates by
Select Create to finish

How to create your own PivotTable

Click on a cell within the source data or table range
Click on the Insert tab in the navigation ribbon
Select PivotTable in the Tables section to generate the Create PivotTable dialog box
Decide on the data source in the Choose the data that you want to analyze section, in case you don’t want to use the selected source
Select New or Existing Worksheet under the Choose where you want the PivotTable to be placed section
Click Add this data to the Data Model to incorporate additional data sources in the PivotTable
Click on fields to include in the report in the PivotTable Fields
Click and drag fields to reside in either Filters, Columns, Rows, and Values

Once you have decided on the layout and contents of your PivotTable fields, you can use it as the foundation for other Pivot Tables.

How to create a Dashboard

Once you have become comfortable enough to generate charts and tables using your provided data, it’s time to begin piecing the story together in a dashboard. The Dashboard is your chance to showcase your data in an attractive, informative and insightful hub view. It provides a top-level view of the data, allowing your audience to quickly see data and trends in order to view results and make decisions. This reporting tool is highly adaptable and can be used to report a plethora of results regardless of your line of business.

How to prepare your PivotTables for the Dashboard

Select the original PivotTable that wish to use as your master or reference table
Right-click on the selection
Choose Copy
Select another cell on your worksheet
Right-click on the selected cell
Choose Paste to duplicate
Repeat steps No. 4 to No. 6 as needed
Click on PivotTable Tools for each table
Click Analyze
Insert a name in the PivotTable Name box to identify the function of each table

How to generate PivotCharts from PivotTables

Select the original PivotTable
Click on PivotTable Tools
Select Analyze
Select PivotChart
Choose the type of chart that you need
Choose formatting options in the PivotChart Tools tab
Click on Analyze under PivotChart Tools
Enter a name in the Chart Name box
Apply steps No. 1 to No. 8 as needed for all PivotTables in use

Timelines and Slicers

With your multiple PivotCharts and PivotTables created, you’ll need to be able to find specific information that supports the details you wish to share in the dashboard. Slicers and Timelines provide a way to filter through the data with ease. Timelines allow you to filter by time to locate a specific period. Slicers are essentially click-to-filter options for PivotTables. Not only do they apply a filter, they also indicate the filter currently in use.

How to add a Slicer

From a PivotTable click on PivotTable Tools
Select Analyze
Select Filter
Select Insert Slicer
Select the items to be used as slicers
Click Ok
Select a Slicer
Click on Slicer Tools
Select Options
Select Report Connections
Choose the PivotTables that connect to the chosen Slicer

How to add a Timeline

Click on a PivotTable
Select Analyze
Select Filter
Select Insert Timeline
Click on the items to use in the Timeline
Click on the Timeline
Select Tools
Select Options
Select Report Connections
Select PivotTables to link the Timeline to

With each resulting chart, you can choose to copy and paste it on your dashboard. You can then decide how the dashboard should appear, what will tell the best story for your report.

This results in a dynamic dashboard that allows recipients to look over your presented data while allowing them to sort through the data to give them customization options pertinent to them. If you are creating a Dashboard to be used on a regular basis, you only need to update the source data to recreate the report with new information.

Wrapping Up

There isn’t one report to rule them all, but Excel has the tools to help you make the report you need. How often do you have to create reports in Excel? Which one are you most proud of? Let us know in the comments. And be sure to visit our Office 101 help hub for more related articles!

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Источник

What are Excel Reports?

Tips for Making Excel Reports

Summary

How to Create a Report in Excel

In This Article

What to Know

Creating Basic Charts and Tables for an Excel Report

Using PivotTables to Generate a Report From an Excel Spreadsheet

How to Print Your Excel Report

Scenario Manager in Excel

What is a Scenario Manager in Excel?

Table of contents

How to Use Scenario Manager Analysis Tool in Excel?

Scenario Manager in Excel – Example #1

How to Create a Summary Report in Excel?

Scenario Manager in Excel Example #2: Take the below data and create new scenarios.

Recommended Articles

Video

About This Article

Is this article up to date?

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Basic chart and table creation

How to create a basic forecast report

How to create hierarchal charts

How to create PivotTables

How to create a recommended P{ivotTable

How to create your own PivotTable

How to create a Dashboard

How to prepare your PivotTables for the Dashboard

How to generate PivotCharts from PivotTables

Timelines and Slicers

How to add a Slicer

How to add a Timeline

Wrapping Up