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  • 1.  SI Tree - Separate Reports

    Posted 10-25-2019 12:19
    I am trying to design a SI report(s).  I have a tree structure set up to report by division.  I know how to get each division in a separate column on the same sheet.  I want to use the tree to get a separate sheet for each division, then be able to save each report to the division manager's folder on the server (bursting).  Step one is to get each tree unit to be on a separate Excel sheet.  Is there any documentation, or can someone explain how it is done?

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 2.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:30
    If I'm understanding you correctly, you would either copy or create the sheet for the 1st division (removing all other division columns) and then copy to add'l sheets swapping out the tree/division in each sheet.  So in essence you have a consolidated and then if you have 5 divisions, you would have 5 more worksheets in the workbook.  For distribution you can indicate to create a file for each worksheet (bursting?). 
    If you're really good with Macros, I have seen where you would create the 'master' division sheet (for 1 division) and then use a Macro on a Prompts Page to read the tree divisions (on the prompts page)​ and create a sheet for that division.  This Macro would be run after the report has been run or as part of the running.  It does then keep the maintenance on the individual Division sheets down as you only maintain the 1 along with the consolidated.  I'm not a Macro Person, but I've seen it done and it's pretty neat and something I need to figure out myself.
    N

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 3.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:33
    Thanks Nancy.  I wonder if I could create a master then use vlookup to populate each sheet for each division.  I want to be sure there isn;t an obviously better method I don;t know about, and that I am going down the correct path.

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 4.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:30
    Extra credit for attaching an Excel file with a simple example of a tree with separate sheets for each unit.

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 5.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:43
      |   view attached
    ​this runs against ABC and a copy of ABC (AB2).  Ideally the Macro is the most efficient way but in lieu of a macro I have to do a sheet for each division.

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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    Attachment(s)



  • 6.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:45
      |   view attached
    oops, the tree didn't upload.  rename this extension to .tre ​and remove the '-copy'

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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    Attachment(s)

    xltx
    ABC OR AB2 - Copy.xltx   2 KB 1 version


  • 7.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:50
    Got it.  Thank you!

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 8.  RE: SI Tree - Separate Reports

    Posted 10-25-2019 12:45
    Thank you @Nancy Hanson​  !!  I appreciate your help.​​

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
    ------------------------------