In this topic you will learn how to run the HCSD_FTE_HCP_ACTIVE Report.
Public queries can be edited and saved as private queries. Depending on your access, it may be helpful to narrow your results.
Click the Edit link for the HCSD_FTE_HCP_ACTIVE query.
Click the Download to Excel link.
This will open a new window.
The following changes to the spreadsheet will be made in Page Setup:
• Change page Orientation from Portrait to Landscape;
• Add Header and Footer information; and
• Repeat column titles on each page for printing purposes.
NOTE: Make sure the cursor is in the appropriate section (e.g. Left section, Center section or Right section).
Click the Bold option.
Click the 2 cell.
The A2 row will be repeated on each page for printing purposes.
NOTE: The column headers will not display on your monitor for each page.
Wrap Text
Highlight the A1 - G2 cells.
Resize Columns
Change the width of the column using your mouse.
Point to the border between columns A and B.
Press the left mouse button on border line and drag the mouse left until column is desired width.
Resize Rows
Point to the border between rows 2 and 3.
Press the left mouse button on the border line and drag the mouse down until the row is the desired width.
Align Column Headers
Highlight the A1 thru G2 cells.
Highlight the A3 thru G59 cells.
Change Number of Decimal Places
Click the G cell to highlight the entire column.
Click the Format Cells option.
Click the Number option.
Click the Up arrow to change the decimal places to 3.
Freeze Rows/Columns
Click the A3 cell.
Click the Freeze Panes option so that column titles will remain displayed when scrolling down the page.
Sum the FTE Column
Click the Down button of the scrollbar.
Highlight the G3 thru G59 cells.
Enter the desired information at the end of the formula. Enter ")".
Insert a Column
Click the F cell to highlight the entire column.
Right-click in the highlighted cells.
Click the Insert option.
Enter the desired information into the F2 cell. Enter "Name, Desc, Position".
For the Text 1 field, click the D3 cell.
For the Text 2 field, click the G3 cell.
For the Text 3 field, click the E3 cell.
Place a comma and space between Name and Desc.
Enter the desired information into the field. Enter "","," "," (Quotation mark, comma, quotation mark, comma, quotation mark, space bar, quotation mark and comma).
Click behind "G3," in the formula bar.
Place a comma and space between Desc and Position.
Enter the desired information into the field. Enter "","," "," (Quotation mark, comma, quotation mark, comma, quotation mark, space bar, quotation mark and comma).
Copy Formula
Right-click on the F3 cell.
Click the Copy option.
Press the left mouse button in the F4 cell and drag the mouse down to highlight cells F4 thru F59.
Right-click in the highlighted area.
Click the Paste option.
Hide Columns/Rows
Press the left mouse button on the D cell and drag the mouse to the right to highlight cells D and E.
Right-click in the highlighted area.
Click the Hide option.
Press the left mouse button on the C cell and drag the mouse to right to highlight cells F and H.
Click the Office Button.
NOTE: The column headers display on all pages of the report.
The following changes will be made to the spreadsheet:
• Wrap text;
• Resize columns;
• Change number of decimal places;
• Align column headers;
• Insert row borders;
• Freeze column headers for scrolling;
• Sum a column;
• Insert a column/row;
• Insert column/row header;
• Concatenate (merge) columns;
• Hide/Unhide columns/rows; and
• Print spreadsheet.
Change the width of the column using the Format option.
Click the C cell to highlight the entire column.
Concatenate (Merge) Cells
Right-click the F3 cell.
Click the Format Cells option.
Click the General option.
Insert commas and spaces between the Name, Desc and Position information.
Click in the Formula Bar field. Click behind "D3," in the cell.
The previously hidden columns display.
Click the Freeze Panes option.
NOTE: If the Concatenate option does not display in the Select a function section, type concatenate into the Search for a function section.
Enter the desired information into the Search for a function field. Enter "concatenate".
Criteria can be added to narrow the number of results retrieved by the system. In this example, you will add a constant value for the Business Unit so that only results for the specified BU are retrieved.
Click the Add Criteria button for the Business Unit field.
Enter the desired information into the Constant field. Enter "5 - character Business Unit".
NOTE: In this example the EKLMC business unit is used.
NOTE: If you wish to save the change made to the query, you must use the Save As link and re-name the query as a private query.
Queries should always be run to HTML format first so that all available rows and fields are displayed.
You will click the Print option to print the report.
For training purposes only, do not print the report.
This completes HCSD_FTE_HCP_ACTIVE Report.
Enter the desired information at the end of the formula. Enter a valid value e.g. ")".
Enter the desired information into the F2 cell. Enter a valid value e.g. "Name, Desc, Position".
Place a comma and space between Name and Desc.
Enter the desired information into the field. Enter a valid value e.g. "","," "," (Quotation mark, comma, quotation mark, comma, quotation mark, space bar, quotation mark and comma).
Place a comma and space between Desc and Position.
Enter the desired information into the field. Enter a valid value e.g. "","," "," (Quotation mark, comma, quotation mark, comma, quotation mark, space bar, quotation mark and comma).
Insert commas and spaces between the Name, Desc and Position information.
Click in the Formula Bar field. Click behind "D3," in the cell.
Enter the desired information into the Search for a function field. Enter a valid value e.g. "concatenate".
Enter the desired information into the Constant field. Enter a valid value e.g. "5 - character Business Unit".
NOTE: In this example the EKLMC business unit is used.