I think this can be done, but the easier solution would probably be to give a second tab instead of rows at the end of the spreadsheet.
I often give users two tabs in every report I do. One is a summary report, and the other contains the detailed data, if they ever want to investigate.
Or if you're using Monarch V9, you could try selling your manager on the drill down feature, and give them a summary and allow drilling down on details if desired.
Would either of these solutions work out?
Good ideas from Joey. If your manageer is using Monarch to view the result the drill feature in the summaries is a very powerful tool.
I wanted to confirm where the data source is for this At the start you mention a report but later indicate problems cutting and pasting a spreadsheet example. Is it the report that is hierarchically structured as you describe or a resulting spreadsheet?
Do you know why your boss wants the extra line? I was just wondering if an additional measure - say % of total - might work for her.
Thank you both for your suggestions. Unfortunately, my manager doesn't have Monarch. And, the model already has about 40 tabs for the 40 salespersons and thousands of pages for the accounts with detail. I don't think she's going to go with another summary page for each salesperson. I guess she wants it on the bottom of the page, too, so she can just check at a glance without going through the detail until later.
The hierarchy is in the model itself - the cut and paste I was talking about was concerning trying to show you how the model was set up - I wasn't able to get it to look right in a message.
Thanks for your suggestions. Maybe I can talk her into buying another Monarch license (yeah...right).
I suspect that Kruncher's memory, being better than mine it seems, may have provided a pointer to a useful approach for you.
For the Cut and Paste thing, if you need to post something with retained format click on the # symbol on the text entry window's edit control menu at the top of the message area and then paste the result between the code tags that appear.
Or paste the text then highlight it and click on the # button.
I'm guessing that what your boss may be seeking is a view of how much of the total each salesperson provides (for example). Something like that? If so another measure may be an option and obtainable from the summary.
I'm still having problems with this summary. I'm including a sample of it with the 4 lines at the bottom as the ones my manager would like to see as single line items at the end of the summary:
Account 112211 MGG $25.00
Account 131155 MGG $160.00
Account 121212 MGG $140.00
Subtotal INTERNET - - - $485.00
NATIONAL NATL Account 131313 PR $1,500.00
Subtotal NATIONAL - - - $1,500.00
OTHER MISC REVENUES OTHR Account 125511 PR $85.00
Subtotal OTHER MISC REVENUES - - - $85.00
RETAIL PP Account 555511 PR $50.00
Account 103893 PR $77.22
Account 123134 PR $0.00
Account 131355 PR $250.00
Account 121255 ROC $130.00
Account 116655 PR $1,100.00
116655 ROC $85.00
Subtotal RETAIL - - - $1,692.22
OTHER MISC REVENUE $85.00
Subtotal SB01 - - - $3,762.22
Summary - - - $3,762.22
She still wants to see the subtotals in the report, though, too. I hope you can tell something from this sample - it doesn't look exactly the same as it does in my worksheet.
Any further ideas on whether I can make this happen? I have about 40 tabs in this model already (one for each salesperson, per the manager's request), so am trying not to make it larger. She wants to see the detail, the subtotals of the categories, and then the totals of all the categories as one line items at the bottom of the sheet.
Thanks for any help with this - a lot of what they are asking for now in Monarch is brand new to me!
I am sure I can help you with the appending summaries that DataKruncher has pointed you to. I have used this for many similar problems and it can all be automated with Project Exports and I have no doubt with code if necessary. Have a look at the link in Krunchers reply and if you have any questions please contact me. I have PMd you as well to get the solution under way. If you can send me the original file I will set up the model and project export for you. The solution I use is quite easy and will allow you to append sub totals from summaries as long as you follow some simple rules.
Looking forward to solving your problem.