There’s a Custom Field, a Report, and a Pivot Table for That Adirondack Solutions Users Group 2017 There’s a Custom Field, a Report, and a Pivot Table for That Led by Katy Kresge & Christina D’Aversa Monday 2:00 – 3:00PM

Learning Objectives Participants will… Develop a knowledge of how and why custom fields are created. Learn techniques for manipulating data in Excel. Learn how to use that data to create reports. Lean how to import lists from Excel. Learn how to use the mail merge feature.

Break Housing The Problem… LUPD needs to know how many students are registered to stay on campus during break periods broken down per building per day. Only buildings that have a minimum occupancy can be open for break. All students registered for break need communication tailored to their situation from Residential Services.

Work Flow

Creating Custom Fields Begin With the End in Mind. Only Create Fields for Information You Don’t Already Have. Collect the Information in a Simple Straightforward Application Consistent Format. Simple and Easy to Understand for Students. Show Custom Fields/ Show Application and show how to import a list.

Creating Preliminary Reports Create Preliminary Reports These reports take information from the custom fields collected in the application and from imported lists and put them into an easily exportable format to excel. Show Reports

Creating a Pivot Table in Excel What is a Pivot Table? A pivot table is a table that summarizes data in another table, and is made by applying an operation such as sorting, averaging, or summing to data in the first table, typically including grouping of the data. For our purpose, we will be summing the number of times a Residence Hall (Row) is occupied on a particular day (Column). Show Application

Creating Custom Fields Round 2 Need a Clean Date Field for Distributable Reports. Create the “All Dates” Custom Field Use Excel to Manipulate and merge cells. Import list of all dates into THD. Show Reports

Creating Final Reports Create Final Reports For Distribution to Campus Partners. For Email Merge to Students. Show Application

Contact Information Thank you for participating! Should you have any questions regarding this presentation, please use the contact information below: Katy Kresge Christina D’Aversa kak411@lehigh.edu cnb5@lehigh.edu 610.758.3500 610.758.3500