Timothy Zapawa Excel ® 2007 Advanced Report Development 01_046449 ffirs.qxp 2/22/07 7:03 PM Page iii 01_046449 ffirs.qxp 2/22/07 7:03 PM Page ii Excel ® 2007 Advanced Report Development 01_046449 ffirs.qxp 2/22/07 7:03 PM Page i 01_046449 ffirs.qxp 2/22/07 7:03 PM Page ii Timothy Zapawa Excel ® 2007 Advanced Report Development 01_046449 ffirs.qxp 2/22/07 7:03 PM Page iii Excel ® 2007 Advanced Report Development Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-04644-9 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. 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Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Website is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Website may provide or recommendations it may make. Further, readers should be aware that Internet Websites listed in this work may have changed or disappeared between when this work was written and when it is read. For general information on our other products and services or to obtain technical support, please contact our Customer Care Department within the U.S. at (800) 762-2974, outside the U.S. at (317) 572-3993 or fax (317) 572-4002. Library of Congress Cataloging-in-Publication Data Zapawa, Timothy, 1970- Excel 2007 advanced report development / Timothy Zapawa. p. cm. Includes index. ISBN-13: 978-0-470-04644-9 (paper/website) ISBN-10: 0-470-04644-9 (paper/website) 1. Microsoft Excel (Computer file) 2. Business report writing--Computer programs. I. Title. HF5548.4.M523Z367 2007 005.54--dc22 2006101345 Trademarks: Wiley and related trade dress are registered trademarks of Wiley Publishing, Inc., in the United States and other countries, and may not be used without written permission. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. 01_046449 ffirs.qxp 2/22/07 7:03 PM Page iv For Lisa 01_046449 ffirs.qxp 2/22/07 7:03 PM Page v 01_046449 ffirs.qxp 2/22/07 7:03 PM Page vi Timothy Zapawa (Saline, Michigan) obtained a baccalaureate in Accounting and Ara- bic from the University of Michigan in Ann Arbor in 1997. Prior to that, he served four years in the United States Navy, specializing in electronic communications. He has completed several certifications and professional examinations in a variety of financial and technical fields, including the Certified Public Accountant (CPA), Certified Man- agement Accountant (CMA), Certified Financial Manager (CFM), Project Manager Professional (PMP), Microsoft Certified Systems Engineer (MCSE), and Microsoft Cer- tified Database Administrator (MCDBA). Tim is currently an implementation director at Advantage Computing Systems, Inc. (www.advantagecs.com), a company that produces enterprise software for publishing companies and service bureaus. He leads teams of engineers, developers, and managers through software implementation pro- jects. He has also developed several technical training courses for his company’s clients, including modules on Business Intelligence, Crystal Reports, SQL program- ming for Oracle and SQL Server, and Excel PivotTable Reporting. About the Author vii 01_046449 ffirs.qxp 2/22/07 7:03 PM Page vii [...]... version at: www.wiley.com/go/excelreporting /2007 Getting More Information About Excel 2007 Reporting Tools If you’re interested in learning about how to leverage Excel 2007 s reporting tools, check out my web site blog at www.excelreportsolutions.com I’m also a big fan of Charley Kyd’s web site, www.exceluser.com, which provides excellent articles on business applications of Excel There are all sorts... Introduction xxvii ■■ Excel 2007: Microsoft has made several enhancements to both the graphical display and report development features in this latest Excel release If you are using an earlier version of Excel, you should purchase my first book entitled Excel Advanced Report Development (ISBN: 0764588117) ■■ Microsoft SQL Server 2005: Much of the material in this book is focused on report development using... Contents About the Author Acknowledgments Introduction vii xxiii xxv Part I Report Basics Chapter 1 Taking a First Look at Excel s Reporting Tools Why Use Excel for Reports? PivotTable Reports PivotChart Reports Spreadsheet Reports Parameter Queries Web Queries Chapter Review 3 3 5 9 10 11 13 14 Chapter 2 Getting Started with PivotTable Reports Understanding PivotTable Data Organization Creating Your First... report, and then simply develop an SQL query that extracted the data Once a basic report shell was created with the fields from the SQL query, report users could shape and format the report as they saw fit Often, a single Excel report replaced numerous existing reports On many implementation projects, we not only reduced the time and expense involved in replacing the reports, we also provided the report. .. with report development with Excel Here are some of the highlights: ■■ Single-source coverage of Excel s report development features with notes, tips, warnings, and real-world examples at the end of each chapter ■■ Extensive and in-depth information on PivotTable and Spreadsheet report features, functions, and capabilities ■■ Thorough documentation of the Microsoft Query program included with Excel. .. about developing comparable reports for your enterprise systems I’ve organized this book to help readers of all skill levels If you’re new to Excel reports, you should start with Part I of the book Advanced users who are already familiar with Excel s reporting features and with external data sources can skip to Part II, where the core features, functions, and components of Excel reports are covered The... basic SQL Part I – Report Basics This part consists of three chapters Chapter 1 provides an introduction and orientation to the major types of Excel reports and reporting components Chapter 2 introduces PivotTable report technology, providing a conceptual overview of how PivotTable report data is organized Here, I demonstrate how data is summarized and presented in a PivotTable report Chapter 3 provides... flast.qxp 2/22/07 7:10 PM Page xxv Introduction If you are a SQL programmer, report developer, or sophisticated Excel user and want to learn more about Excel s reporting capabilities, this book is for you In the pages that follow, I provide comprehensive information on both the technical and strategic areas of Excel report development paying special attention to online transactional processing (OLTP)... First, I started using Crystal Reports I liked Crystal’s reporting features, graphical tools, and tight integration with Microsoft SQL Server’s stored procedures Getting the report to look just right, however, took substantially more time than simply using our native application report development utilities Sure, the report looked a lot better than a traditional columnar report, but I didn’t get any... probably get the most out of it Indeed, many SQL programmers find that Excel report development is the next logical progression in their technology education Still, even if you are only an experienced user of Excel, you will learn a substantial amount about Excel reporting, especially in the earlier chapters where the graphical Excel tools are used to build SQL queries that run against external data . Zapawa Excel ® 2007 Advanced Report Development 01_046449 ffirs.qxp 2/22/07 7:03 PM Page iii 01_046449 ffirs.qxp 2/22/07 7:03 PM Page ii Excel ® 2007 Advanced. Part I Report Basics 1 Chapter 1 Taking a First Look at Excel s Reporting Tools 3 Why Use Excel for Reports? 3 PivotTable Reports 5 PivotChart Reports