• Book Name: Excel Advanced Report Development
  • Author: Timothy Zapawa
  • Pages: 497
  • Size: 13 MB
excel advanced report development pdf download by Timothy Zapawa

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) databases. By reading this book and following the practice exercises scattered liberally throughout the chapters, you can learn to develop powerful and innovative reporting solutions using Microsoft Excel 2003.

Excel Advanced Report Development Pdf Download

This book’s step-by-step approach can help you steadily gain confidence in your ability to use Excel’s reporting functions as you enhance your skills by working through the hands- on examples. Many of the examples offer an accompanying video on the book’s companion web site that you can watch to ensure that you fully understand every step (see the section “On the Web Site” later in this Introduction). Highlights This book covers a broad range of topics having to do 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. Comprehensive information on Excel’s client-based OLAP cube tools for processing very large data sets from OLTP data sources. Detailed information on creating and working with web-enabled Excel reports. In addition, this book helps you thoroughly understand these main features of Excel’s reporting technology: PivotTable reports: A powerful and dynamic reporting tool that allows users to analyze data sets by dragging-and-dropping fields into various report sections. Numerical data can be aggregated and summarized into a myriad of products and forms. Using this technology, you can rapidly move fields in and out of the report, change aggregations, and customize filters. Drill down on any subtotal or total cell to reveal the underlying data—and simply click the mouse button to refresh your report with the most up-to-date information from OLTP databases and other external data sources. Spreadsheet reports: A reporting tool that allows users to import data into a more traditional columnar-type format. After the data is in the Spreadsheet report, users have numerous options and powerful functions at their fingertips, such as filters, advanced sorts, conditional for- matting, lists, and fill-down formulas. As is the case with PivotTables, Spreadsheet report data can be immediately refreshed with a click of a button. Parameter queries: One of the most powerful, overlooked, and undocumented areas of Excel reporting, parameter queries allow users to dynamically specify filters each time a Spreadsheet report or PivotTable list is updated.

Using this feature, you can restrict the number of records returned from a data source before the data is even imported into Excel. This results in faster report run-times and more concentrated focus of report information. Parameter queries are frequently used in conjunction with SQL stored procedures, views, and queries to target a specific range of data such as a date range, product line, region, or division. Web components: Reports can easily retrieve information from an intranet or Internet web site. And just as easily, PivotTable and Spread- sheet reports can be published to intranet and Internet web sites using native Microsoft FrontPage functionality. An exceptionally powerful and feature-rich technology, it is also easy to use. This book provides comprehensive and detailed information on using web queries and web-enabled Excel reports.

Excel Advanced Report Development Pdf Download

What You Need to Know: You don’t have to know Structured Query Language (SQL) to get real value from this book. However, readers who are familiar with SQL programming will 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 sources such as delimited files, spreadsheets, databases, and data cubes. What You Need to Have To make the best use of this book, you need the following software installed on your computer: Excel 2003: Microsoft has made several enhancements to both the graphical display and report development features in this latest Excel release. Excel 2003 is preferable; however, Excel 2002 (also known as Excel XP) and Excel 2000 can be used for most of the material and exercises. If you do decide to use an earlier version, keep in mind that the screen captures found in this book will frequently vary from what you see with Excel 2002 or Excel 2000. There are also a few instances where functions and features are available only in Excel 2003.

Microsoft SQL Server 2000: Much of the material in this book is focused on report development using OLTP databases. Many exercises require access to the SQL Server Northwind database that is included as part of a default installation of SQL Server 2000 or can be created from Microsoft Access (explained in Appendix A). Any type of SQL Server installation (Desktop, Regular, or Enterprise) is suitable. Microsoft Analysis Services: This program is included on the Microsoft SQL Server 2000 CD-ROM. It should be installed so that you can complete some of the exercises on offline analytical processing (OLAP) data cubes. Microsoft Access 2003: This application is necessary to create the NorthwindCS database on your SQL Server, although you can simply use the Northwind database included as part of a default installation of SQL Server 2000 if you prefer. I use the NorthwindCS database because it enables beginner-level SQL users to modify data from a graphical user interface (GUI) program for report testing. It can also be readily restored to its original state. Microsoft FrontPage 2003: Chapter 12 of the book includes information on retrieving or publishing Excel reports to the web. If you have this latest version of Microsoft FrontPage, you can customize the reports.


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