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Excel Advanced Report Development by Timothy Zapawa | PDF Free Download.
Timothy Zapawa (Darnestown, Maryland) obtained a baccalaureate in Accounting and Arabic 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 Certified Public Accountant (CPA), Certified Management Accountant (CMA), Certified Financial Manager (CFM), Project Manager Professional (PMP), Microsoft Certified Systems Engineer (MCSE), and Microsoft Certified Database Administrator (MCDBA).
Tim is currently a project 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 projects.
He has also developed several technical training courses for his company’s clients, including modules on Crystal Reports, SQL query development for Oracle and SQL Server, and Excel PivotTable Reporting.
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.
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 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).
Because there are so many enterprise software systems in the marketplace, it’s impractical to include report examples for each one of them. Instead, for most of the exercises and examples, I’ve used Microsoft SQL Server’s NorthwindCS database, which you can create from Microsoft Access.
(Alternatively, as mentioned earlier, you can use the Northwind database that is included as part of a default installation of SQL Server 2000.) NorthwindCS performs several functions that are similar to what many enterprise software applications might handle, but on a much larger scale.
Using this database program, I think you can obtain a useful and informed perspective on how you might go 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 appendixes in Part III provide references for installing the NorthwindCS database, configuring your Windows operating system to display extensions for known file types, and using basic SQL. Part I – Excel Report Initiation and Source Data This part consists of six chapters.
Chapter 1 provides an introduction and orientation to the major types of Excel reports and reporting components. The next two chapters include step-by-step examples for helping you create your first PivotTable and Spreadsheet reports from an external data source.
Chapter 4 walks you through using the Query Wizard. Chapters 5 and 6 provide comprehensive information on the Microsoft Query program, the principal tool for creating SQL queries to import data from external files and databases.
In these chapters, you learn how to use Microsoft Query to develop complex queries, build offline OLAP cubes, and create parameter fields that can be passed to SQL queries and stored procedures.
Part II – Advanced Reporting Features The principal topics of Excel reports are included in the final six chapters that comprise Part II.
Chapters 7 through 9 focus on PivotTable and PivotChart reports. In these chapters, you learn about advanced topics related to PivotTable and PivotChart report design, including the formatting and sorting features, data retrieval options, data summarization methods, and calculated fields.
Chapter 10 introduces you to OLAP cubes, while spreadsheet reports and parameter queries are covered in Chapter 11. Here, you learn how to work with parameter and web queries, filters, subtotaling functions, conditional formatting, and report automation features.
Chapter 12 includes comprehensive information on publishing Excel reports to the web, including a detailed review of PivotTable list features and functions.
Part III – Appendixes Appendix A includes information for configuring your Windows operating system to display file extensions for known file types and for installing the NorthwindCS database on an SQL Server from Microsoft Access. An SQL reference is included in Appendix B.
Here, basic and sophisticated query structures are dissected and reviewed in detail. This appendix includes a review of string and mathematical operators, aggregate functions, and Case logic.
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