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S0RENSEN's avatar
S0RENSEN
Copper Contributor
Jul 13, 2022

Xlookups and Templates to Create Report Cards

Hi, I'm very new to this community as well as my current role and I'm wondering if there's a better way to do what I'm doing.

 

I am compiling data from multiple reports and putting them in Excel.

I will then use Xlookups to populate the data to the appropriate name on a report card I created in Excel.

I will then copy the worksheet the report card is on to a new book.

Copy and paste the values so I have that individual's data not the lookups.

Lastly I'll save it as a new document.

Then I rinse and repeat approximately 100 times.

 

Is there a better way to do this that I don't know about based on my inexperience in my role? Excel was always more of a hobby to me than part of a profession.

 

Thanks for any ideas and thoughts!

  • Jagodragon's avatar
    Jagodragon
    Iron Contributor
    There are several ways you can do this. but, I would suggest a macro that cycles the names in a template report card and exports it. This will take a while to run, and your system will be pretty well locked up, but the result will be much faster than doing it manually. And, you will be able to go on lunch while it runs.
  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    S0RENSEN Is there a better way? Probably yes. consider looking into Power Query, Power Pivot (part of Excel) or Power BI (another Microsoft product that integrates well with Excel).

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