HCSD_FTE_HCP_ACTIVE Report

In this topic you will learn how to run the HCSD_FTE_HCP_ACTIVE Report.

Steps:

1. Click the Main Menu button.

   Step 1

2. Point to the Reporting Tools menu.

   Step 2

3. Point to the Query menu.

   Step 3

4. Click the Query Manager menu.

   Step 4

5. Enter the desired information into the begins with field. Enter

    a valid value
    e.g.
    "HCSD"
   .
   Step 5

6. Click the Search button.

   Step 6

7. 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.

   Step 7

8. 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.

   Step 8

9. Enter the desired information into the Constant field. Enter "5 - character Business Unit".

    

   NOTE: In this example the EKLMC business unit is used.

   Step 9

10. Click the OK button.

    Step 10

11. 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.

     

    Click the Run tab.

    Step 11

12. Enter the desired information into the As Of field. Enter

     a valid value
     e.g.
     "052712"
    .
    Step 12

13. Click the OK button.

    Step 13

14. Click the Download to Excel link.

     

    This will open a new window.

    Step 14

15. Click the Open button.

    Step 15

16. Click the Page Layout link.

    Step 16

17. 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.

     

    Click the Print Titles button.

    Step 17

18. Click the Landscape option.

    Step 18

19. Click the Header/Footer tab.

    Step 19

20. Click the Custom Header button.

    Step 20

21. NOTE: Make sure the cursor is in the appropriate section (e.g. Left section, Center section or Right section).

     

    Click the Font button.

    Step 21

22. Click the Bold option.

    Step 22

23. Click the OK button.

    Step 23

24. Enter the desired information into the Center Section field. Enter

     a valid value
     e.g.
     "HPC QUARTERLY REPORT"
    .
    Step 24

25. Click the OK button.

    Step 25

26. Click the Custom Footer button.

    Step 26

27. Click in the Right Section field.

    Step 27

28. Click the Insert Page Number button.

    Step 28

29. Click the OK button.

    Step 29

30. Click the Sheet tab.

    Step 30

31. Click the Rows to repeat at top button.

    Step 31

32. Click the 2 cell.

    Step 32

33. Click the Rows to repeat at top button.

    Step 33

34. 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.

     

    Click the OK button.

    Step 34

35. Click the Office Button.

    Step 35

36. Point to the Print menu.

    Step 36

37. Click the Print Preview menu.

    Step 37

38. Click the Next Page button.

    Step 38

39. NOTE: The column headers display on all pages of the report.

     

    Click the Close Print Preview button.

    Step 39

40. 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.

    Step 40

41. Click the Home tab.

     

    Step 41

42. Wrap Text

    Highlight the A1 - G2 cells.

    Step 42

43. Click the Wrap Text button.

    Step 43

44. Resize Columns

    Change the width of the column using your mouse.

     

    Point to the border between columns A and B.

    Step 44

45. Press the left mouse button on border line and drag the mouse left until column is desired width.

    Step 45

46. Change the width of the column using the Format option.

     

    Click the C cell to highlight the entire column.

    Step 46

47. Click the button to the right of the Format field.

    Step 47

48. Click the Column Width list item.

    Step 48

49. Enter the desired information into the Column width field. Enter

     a valid value
     e.g.
     "8"
    .
    Step 49

50. Click the OK button.

    Step 50

51. Resize Rows

    Point to the border between rows 2 and 3.

    Step 51

52. Press the left mouse button on the border line and drag the mouse down until the row is the desired width.

    Step 52

53. Align Column Headers

    Highlight the A1 thru G2 cells.

    Step 53

54. Click the Center button.

    Step 54

55. Highlight the A3 thru G59 cells.

    Step 55

56. Click the button to the right of the Borders field.

    Step 56

57. Click the All Borders list item.

    Step 57

58. Change Number of Decimal Places

     

    Click the G cell to highlight the entire column.

    Step 58

59. Click the button to the right of the Format field.

    Step 59

60. Click the Format Cells option.

    Step 60

61. Click the Number option.

    Step 61

62. Click the Up arrow to change the decimal places to 3.

    Step 62

63. Click the OK button.

    Step 63

64. Freeze Rows/Columns

     

    Click the A3 cell.

    Step 64

65. Click the View tab.

    Step 65

66. Click the Freeze Panes option so that column titles will remain displayed when scrolling down the page.

    Step 66

67. Click the Freeze Panes option.

    Step 67

68. Sum the FTE Column

     

    Click the Down button of the scrollbar.

    Step 68

69. Enter the desired information into the G59 field. Enter

     a valid value
     e.g.
     "=SUM("
    .
    Step 69

70. Highlight the G3 thru G59 cells.

    Step 70

71. Enter the desired information at the end of the formula. Enter ")".

    Step 71

72. Press [Enter].

    Step 72

73. Insert a Column

     

    Click the F cell to highlight the entire column.

    Step 73

74. Right-click in the highlighted cells.

    Step 74

75. Click the Insert option.

    Step 75

76. Enter the desired information into the F2 cell. Enter "Name, Desc, Position".

    Step 76

77. Concatenate (Merge) Cells

     

    Right-click the F3 cell.

    Step 77

78. Click the Format Cells option.

    Step 78

79. Click the General option.

    Step 79

80. Click the OK button.

    Step 80

81. Click the Formulas tab.

    Step 81

82. Click the Insert Function list item.

    Step 82

83. 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".

    Step 83

84.  

    Click the Go button.

    Step 84

85.  

    Click the OK button.

    Step 85

86. For the Text 1 field, click the D3 cell.

    Step 86

87. For the Text 2 field, click the G3 cell.

    Step 87

88. For the Text 3 field, click the E3 cell.

    Step 88

89. Click the OK button.

    Step 89

90. Insert commas and spaces between the Name, Desc and Position information.

     

    Click in the Formula Bar field. Click behind "D3," in the cell.

    Step 90

91. 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).

    Step 91

92. Click behind "G3," in the formula bar.

    Step 92

93. 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).

    Step 93

94. Press [Enter].

    Step 94

95. Copy Formula

    Right-click on the F3 cell.

    Step 95

96. Click the Copy option.

    Step 96

97. Press the left mouse button in the F4 cell and drag the mouse down to highlight cells F4 thru F59.

    Step 97

98. Right-click in the highlighted area.

    Step 98

99. Click the Paste option.

    Step 99

100. 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.

     Step 100

101. Right-click in the highlighted area.

     Step 101

102. Click the Hide option.

     Step 102

103. Click the G cell.

     Step 103

104. Click the Home tab.

     Step 104

105. Click the Format button.

     Step 105

106. Click the Hide & Unhide list item.

      

     Step 106

107. Click the Hide Columns list item.

      

     Step 107

108. Click the Office button.

      

     Step 108

109. Click the Print list item.

     Step 109

110. You will click the Print option to print the report.

      

     For training purposes only, do not print the report.

     Step 110

111. Press the left mouse button on the C cell and drag the mouse to right to highlight cells F and H.

     Step 111

112. Click the Format button.

     Step 112

113. Click the Hide & Unhide pointer.

     Step 113

114. Click the Unhide Columns list item.

     Step 114

115. The previously hidden columns display.

     Step 115

This completes HCSD_FTE_HCP_ACTIVE Report.

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