Creating A Excel Format For Daily Activity Report
If you are planning to make reports from Excel, it is better for you to create a data source in a way that can be used as an Excel format for daily activity report. This data source should include basic information about the day's activities. In this case, you should use the "Activity List" that is available in Microsoft Excel. This is one of the ways that can help you create a data source that will be compatible with Excel.
When creating a template, it is better for you to choose a template that can include the basic features that are essential for the activity recognition and the presentation of these reports. In this case, you can consider the "Sales Order" template. This is a good option for you if you are planning to make reports from Excel about sales activity. You can consider the following tips when you are looking for a template to use for your Excel activities.
First, you need to select the worksheet for your activity reports. You can select the "Sales Order" worksheet. By selecting this worksheet, you can make it possible for you to build the title of the report. It is also possible for you to add a header or a footer to the title of your activity report. After you are done with these procedures, you can get the entire worksheet ready for the presentation.
Second, you need to select the cells that will be used by your "Sales Order" worksheet. These cells should be inserted into your data source. After you have inserted these cells, you can choose the font that you want to be used for these cells. By using the appropriate fonts, you can easily get the appearance of the activity report that you are planning to present to your audience.
Third, you can change the name of the cells that are in your Excel template by using the Text link command. The link command allows you to link the name of the cells to the name of the worksheet that is associated with the report name. So, if you are planning to name the Title of the activity report, you can simply type "Title".
Fourth, you can modify the cells for the graphic objects in your daily report template. For example, you can add a line drawing to the top left corner of the worksheet and label it "activity count". Also, you can insert a column to the left side of the worksheet that can display the number of lines that have been drawn. You can easily change these graphics so that they will appear appropriately in your worksheet.
Fifth, you can hide the column that displays the daily activity report by pressing the Del key on the keyboard. When you are working on Excel template, you can easily hide or show the columns that you want to. If you are planning to hide the column, you can use the Code tag to hide that cell. By using this method, you can hide any cell that you do not need at the moment.
Finally, you can calculate how many lines your daily activity report has thus you can easily determine the dimensions of the charts that you create in Excel. You can divide the chart into two sections and then create the title for the first section and the caption for the second section. This way, you can create a nice composition of your activities. After creating your charts, you can convert your Excel format for daily activity report to a Word document.