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A few years ago, decided that instead of using a database to track customers
, I would use a spreadsheet because of all the calculations that are necessary. It has worked very well so far. What I am having trouble with is a form I have to manually generate. I use a pivot table to drill down to the data I need then manually check that against a form I have generated. From the pivot, I get the following: Location Group Name, Count Then, I have to add formatting to add a signature box for Groupings and individuals that are not part of groups. Ex North Smith Jeff Smith 2 John Doe 4 Sally Mae 5 Total 11 Signature Fred Derf 3 Signature Roger Miller 4 Signature Grand Total 18 I have tried to format my pivot table but it is not dynamic. I know I could do this with Access but dont want to maintain 2 data sets. |
#2
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Select the top-left cell in the source range
Insert-Name-Define- (define name exz Everchangingdata) Select a cell in the pivot table, click pivot table wizard, in the range box type the name you used, your done. Source information "Pivot Tables Recipe Book" Debra Dalgleish Great Book -- William<"M" Using 2007 Please rate respnces. "friesr" wrote: A few years ago, decided that instead of using a database to track customers , I would use a spreadsheet because of all the calculations that are necessary. It has worked very well so far. What I am having trouble with is a form I have to manually generate. I use a pivot table to drill down to the data I need then manually check that against a form I have generated. From the pivot, I get the following: Location Group Name, Count Then, I have to add formatting to add a signature box for Groupings and individuals that are not part of groups. Ex North Smith Jeff Smith 2 John Doe 4 Sally Mae 5 Total 11 Signature Fred Derf 3 Signature Roger Miller 4 Signature Grand Total 18 I have tried to format my pivot table but it is not dynamic. I know I could do this with Access but dont want to maintain 2 data sets. |
#3
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Tried that but not what I am looking for. Let me try to clairify...
Location, Group, Name and Count is data from my spreadsheet. I need to take that data and dynamicaly build a roster where customers sign when that pickup their product. So I need to take that data, group and sort, then add a signature box that does not relate to any cell. |----------|----------|----------|----------|------------| |Location | North | | | | |----------|----------|----------|----------|------------| | |Group | Name |Count |Signature | |----------|----------|----------|----------|------------| | |Smith |John | 5 | | |----------|----------|----------|----------| | | | |Jeff | 3 | | |----------|----------|----------|----------| | | | |Fred | 6 | | |----------|----------|----------|----------| | | |Total | | 14| | |----------|----------|----------|----------|-----------| | | | | | | |----------|----------|----------|----------|------------| | | N/A |Frank | 5 | | |----------|----------|----------|----------|------------| | | N/A |Buddy | 5 | | |----------|----------|----------|----------|-------------| | | N/A |Sam | 5 | | |----------|----------|----------|----------|-------------| | |Grand T| | 29 | | |----------|----------|----------|----------|-------------| "Sunday88310" wrote: Select the top-left cell in the source range Insert-Name-Define- (define name exz Everchangingdata) Select a cell in the pivot table, click pivot table wizard, in the range box type the name you used, your done. Source information "Pivot Tables Recipe Book" Debra Dalgleish Great Book -- William<"M" Using 2007 Please rate respnces. "friesr" wrote: A few years ago, decided that instead of using a database to track customers , I would use a spreadsheet because of all the calculations that are necessary. It has worked very well so far. What I am having trouble with is a form I have to manually generate. I use a pivot table to drill down to the data I need then manually check that against a form I have generated. From the pivot, I get the following: Location Group Name, Count Then, I have to add formatting to add a signature box for Groupings and individuals that are not part of groups. Ex North Smith Jeff Smith 2 John Doe 4 Sally Mae 5 Total 11 Signature Fred Derf 3 Signature Roger Miller 4 Signature Grand Total 18 I have tried to format my pivot table but it is not dynamic. I know I could do this with Access but dont want to maintain 2 data sets. |
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