Every business is bound to produce reports periodically on a monthly basis or weekly. Generating reports manually and presenting with pixel perfect representation is no more a tedious task. To
Every business is bound to produce reports periodically on a monthly basis or weekly. Generating reports manually and presenting with pixel perfect representation is no more a tedious task.
To start generating reports, the first and foremost thing you require is a formula set and a grid for representation. To represent a set of data on the basis of month, the only thing you will be in need of will be an Excel Range to determine the set of months available in a year and also the current month of a year. When you are ready to find the current month, then rest of your tasks becomes easy and confined only to segregate the data on a monthly basis.
Now the one thing you will have to do is to design a script and frame the query appropriately to extract the necessary data from different forms of data sources. All data has to be represented in different tabs with appropriate formatting done. One significant feature of higher versions of Excel Reporting Tool is the Excel driven slicers which will keep track of months’ names. This in turn will allow the users to pick the month they are in need of to represent the data. This reduces the time and effort required to code them or drive them manually.
In this way, data can be represented on monthly basis with ease in report rendered.
Many people find it very difficult to represent the time in reports. Sometimes the date will be displayed in some mess of numbers which will look like Greek and Latin to business end users. To avoid such scenarios, the best way is to use formatting. Setting formats to the data during execution will render the report in required styles. Since Excel also allows you to import style sheets and formatted templates, it will make your work much easier for generating reports.
Most significant features of Excel data reporting tool such as identifying the already defined queries and making use of these to generate reports instead of creating a new query script made these tools to outstand among others.
The business stakeholders are in need of reports every month to be submitted for data reporting. Building new scripts to generate the reports and executing the same query to provide reports as desired is getting tedious as it needs to be done every month. It consumes more time and labor power to design those reports. To get rid of these problems, Excel data reporting tools created the monthly reports wherein the queries are stored and just by changing the parameters passed (name of the month and year). It renders all data and is presented well to please the users.
Benchmarking reports are nothing but the Excel data reporting compared with the past reports generated. It has several metrics involved in it like the growth of the business, performance, financial status and so on. These benchmarking reports are highly recommended by most business stakeholders since it provides a better probability in decision making.
It is the conventional report generated using Excel data Reporting. The Detail reports extract all data from the different data sources and produces them finely in the form of a report. It also helps users to export data from the present and past. It also includes chart diagrams and tables in the report to provide a handy report to the business users. The formatting of a particular report is also made possible by using the Excel data analysis. The Pivot Tables are an added advantage in Excel Reporting, which will help the user to view reports more dynamically. Users will be prompted to select whether to view the report in a standard format or as a pivot table.
All these reports have certain common special features – date formats standardized, metrics can be customized, etc.
This is one common problem that many programmers face – filtering of duplicate data in rendered report. Duplicates and triplicates when you design reports makes it more complex and would place an extra burden on the shoulders of business to filter those redundant data. To avoid these conditions, you can make use of Advanced Filters readily available in the Excel Reporting tool. The higher versions of these tools also have an inbuilt Duplicate removal feature which will enable the users to eliminate redundancies. In certain reporting cases like financial reporting, users might be in need of those duplicate data but they want them to be highlighted to take appropriate decisions. In such cases, there is a most reliable way of highlighting data are readily available in every reporting tool when you design reports.
Make use of the highlight cell rules functionality in the “Conditional Formatting” section of Reporting Tool. This menu will lead you to different options and one of which is the “Duplicate Values”. You can click on this, it will automatically highlight all the duplicate and triplicate data available in the rendered report.
How to Make Use of the Query Objects More Effectively:
A very normal procedure followed to render a report is to design a script, frame the query accordingly and generate the reports. Make use of the following tips to design reports effortlessly:
- Report rendering is not an easy task as it includes more complex queries and subqueries. When you happen to write pages of queries, synchronization of panes will drastically reduce the speed of report rendering. So it is always wise to switch OFF the SQL pane which will improve performance of the system.
- Query writing can be done in two possible ways – either by writing the script manually or by importing the already existing SQL scripts which will reduce the time and effort put forth by the programmers.