Forum Discussion
weekly status report
Dear All,
On a weekly basis I create a weekly status report with all the daily activities completed at work. Every microsoft excel tab corrisponds to a week, ie: CW01, CW02, CE03, etc. Now I am asked to only use one sheet with a column for CW to filter... Could anyone please help?
Thank you!
Hi Vin
You can actually use my pivot table but if you want to follow the steps to create your own you need to do the following:
- Select any cell in your pivot table
- This will display the PIVOT TABLE TOOLS at the top right hand of the ribbon
- Select the DESIGN option
- On the far left select the Report Layout drop down and then choose Show in Tabular Format
- Also on far left sect the Subtotals drop down and then choose Do Not Show Subtotals
- The Sum of Effort in Hours columns defaults to decimal; you need to change the format to HH:MM; Place cursor on heading cell, right click mouse and select Value Field Setting; This opens a new window so select Number Format , then choose Custom; you can scroll down the values until you find hh:mm or you can type hh:mm if you can't find it in your list.
I hope you can follow these steps!
regards,
Peter
17 Replies
- Go to each tab, go to the end of the data and find the last blank column, name the column reporting week, name it the same as the name of the tab, dump all the data into a new file, done.
If you provide the file it'll be easier. I attached what I thought would be best.
Create a new tab, go to each tab where you've labeled per week, copy the entire data set, go to the new tab and copy it that to a brand new tab, repeat for all the tabs labeled so you have one tab with all weeks in it, click into the data and press Control+T to create a table, check the box that your tables has headers, and you're done.
It would be much better if you complete this and then create a pivot table based on this table of data because you can visually see this, filter, and show the data in a more meaningful way than just in a table.
Please provide a sample of your current format and I can look at this for you.
regards,
Peter
peteryac60
Please find attached the sample status report. According to the indication received, I should only have one sheet with a fileter to select every week. Not sure on what to do. Thank you.Hi
I think what was being suggested was something like the attached.
The basic idea is to store all the data on a single sheet (ALL DATA) and then use a pivot table to select the actual week you need. I have done an example with the first 4 weeks.
On the SELECT WEEKLY DATA sheet, you select the week number at the top and the pivot will get the data that you need from the ALL DATA sheet.
Hope this helps?
Peter
peteryac60
The current format is a simple spreadsheet with different tabs that will corrispond to the week number of the year (CW01, CW02, CW03, etc.). The only formula used is to sum up the total amount of weekly worked hours. Basically, I am asked to avoid 52 tabs (each for every week of the year) and only have a column with a dropdown option that selects the week number... Hope this additional information helps!
