CIPHR Report Designer

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1 CIPHR Report Designer [version 7.0.1] CIPHR Report Designer 1 October 2013

2 Table of Contents Introduction... 3 Example 1: Listing report using a Subset... 7 Example 2: Report in a specific Order (Sorting) Example 3: Reporting using Filters Example 4: Outputting a Report to PDF and CSV Example 5: Different uses of Filters Example 6: Filtering and Ordering Example 7: Banding Example 8: Banding and Sub Totals Example 9: Page breaks Example 10: More Filtering Example 11: Summarising/Graphing Example 12: Setting up a report to run as a Task Example 13: User defined Bands Example 14: Historic data - Job and Pay Example 15: Historic data - Training Example 16: Historic data - Absence Example 17: Report Style Example 18: Diary Report saved filter Example 19: Basic Formulae - Calculations Example 20: Conditional Formulae Example 21: Selecting a blank field Example 22: Select records in a period Example 23: Additional use of Formula to select Example 24: Using a formula to select current records Example 25: Lookup values Example 26: Absence totals by Departments Example 27: Creating a Chart Example 28: Training Report, Bands and Sub Totals Example 29: Absence analysis over time Example 30: Reporting on Further Information Fields Example 31: Custom Data Example 32: Training Evaluations Example 33: CIPHR Recruitment: Applicant progress Example 34: CIPHR Recruitment: Recruitment Sources Example 35: CIPHR Recruitment: Applicants from a certain Source Type Example 36: CIPHR Recruitment: Ethnic Monitoring Consolidation Reports: Employee Information Editing a report to include additional fields Consolidation Reports: Training Information changing the banding of a report Consolidation Reports: Job & Pay Changes Comparing historic and current salaries Appendix A: CIPHR Master Tables Appendix B: Excel Functions not supported Appendix C: Common Excel Functions Appendix D: Common Excel Short Cuts How to Contact Computers In Personnel CIPHR Report Designer 2 October 2013

3 Introduction The CIPHR Report Designer uses Microsoft Excel to format reports, CIPHR records the formatting applied in Excel, reapplying this when the report is run from the CIPHR menu. The Report Designer can be used to create reports to run as an Excel spreadsheet, as a PDF document or to create a text file (CSV). If a report is designed to be output in either PDF or CSV format it will need to be added to the CIPHR Menu tree in order to test it in the given format. When a new report is created CIPHR creates a new Excel workbook containing three* worksheets. Worksheet Label Base Data Report Report Information Contents A table made up of the fields and records selected from CIPHR. An empty Pivot Table template. Information about the report which has been passed from CIPHR such as Report Name, Subset description and additional selection criteria. *Additional worksheets will also be created automatically if additional non-linked tables are selected. The Base Data worksheet can be used for simple listings, to add formulae against records and can utilise standard Excel functionality such as sorting and filtering. As the data is within a table the standard Excel subtotalling function isn t available. More advanced reporting requiring bands; totalling etc. of records needs to be undertaken in the Reports worksheet as a Pivot Table. The Report Information worksheet is provided for reference and contains system variables such as the name of the subset used, the report name, today s date etc. which can be used within the other worksheets if required. When a report is created it will be recorded as having been checked out by the user, for CIPHR to be aware of any formatting changes made to the report it will need to be saved and checked back into CIPHR. There are two options on the toolbar which allow a checked in report can be amended. Open This reopens the Excel workbook allowing you to change the layout, formatting etc. Edit This opens the Report Designer, giving you the ability to:- Add additional fields Change subset and additional form options (filters) Change the output type Change where it will appear on the CIPHR menu tree before reopening the Excel workbook for editing Both options checkout the report to the user CIPHR Report Designer 3 October 2013

4 Checking the report back in will update CIPHR with the changes made in Excel. To abandon all changes to a report the option undo checkout must be selected from the report designer menu. CIPHR Report Designer 4 October 2013

5 Saving changes and Testing Once you are happy with the format of your report, hide any worksheets you don t want to be visible to the end users, then save and close the Excel Workbook. In CIPHR you will need to check In the report. To test new reports formatted to be output as either a PDF document or in a CSV format these will need to have been added to the menu tree whilst in the Report Designer. You will also need to log out of CIPHR (use F10 as a shortcut) and log back in before they will appear on the CIPHR menu tree. The CIPHR menu displays different icons to help identify each of the different types of output which may exist in your copy of CIPHR PDF Document Excel spread sheet Text file (CSV) Legacy Report Excel Functions Many standard Excel functions are used in the content of this course and your trainer will be happy to assist you with the ones used within the examples which follow, Appendix C in this document covers many of these in more detail. There are also a number of Excel functions which cannot be support within the CIPHR Report Builder environment, these are detailed in Appendix B. Further information about Excel functions can be obtained from the Microsoft website. CIPHR Report Designer 5 October 2013

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7 Example 1: Listing report using a Subset Please produce a report that includes the following information - Name, Sex, Job Title, and Basic Pay. The report should use a subset. Your report should also be added to the Reports menu under the Staff List sub-menu. Once complete, test the report by creating a subset of Marketing staff. View your report from the CIPHR menu when your design is complete CIPHR Report Designer 7 October 2013

8 Suggested Solution Master Table Fields Personal Details Name Sex Job Title Basic pay Subset Current staff Marketing department Worksheet Base Data To create a report: from the Output Group, select Report Designer. Follow the steps as described below to select the parameters for the report. Accept the default option Design a new report from a template. Note there is also an option to create a new report based on an existing report if required. CIPHR Report Designer 8 October 2013

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10 When you reach the Tables and Fields step, select your Master Table. Having chosen your Master Table, this must not be changed or you will lose all your selected fields. Proceed to choose the required fields. Fields may be selected by double clicking, dragging and dropping or by clicking the right pointing arrow (found in the centre between the two field panes). Multiple fields can be selected using the Windows standard shift + Click (to select fields not adjacent to each other ) or Shift + Click (to select a number of adjacent fields). If you select a field in error, or decide you do not want a field in your report, select the field in the right hand list, drag and drop the field back to the left hand pane, double click the field, or click the left pointing arrow to remove the field from the list. Fields removed from your list are replaced in the left hand window at the end of the table not back into their alphabetic slot. As fields are selected, they will appear in the right hand pane. Double click on the table name to display the selected fields. CIPHR Report Designer 10 October 2013

11 Once all fields have been selected, click the Next button. At this point you can choose All Records (i.e. Current and Leavers) Use a subset or Use a public set. For this exercise we need to use a subset. Additional Forms can be used to act as filters for your report in certain circumstances. Clicking the Next button takes you to the final stage of the Report Designer. CIPHR Report Designer 11 October 2013

12 At this point, give your report a suitable Title, add a Description (optional), add Report Footer Text (if required), When naming a report be aware that this is the name under which it will appear on the CIPHR Menu so your naming should be as clear as possible. In most cases your report name should relate to the fields and layout in your design (i.e. Annual Salaries by Department) not the employees you have selected (i.e. Salaries in Marketing), reports become more versatile if they can be run using a subset. There may of course be a report you need which when run always includes a specific group of staff (such as Directors or part time staff) by using a Public Subset, in which case the report title will need to reflect this. Add your report to the Menu Tree by selecting the appropriate menu from the pick list. You do have the option not to add your report to the menu until you have completed designing and testing it Leave Output Type at the default setting. Click Finish to open the Report Designer. CIPHR Report Designer 12 October 2013

13 At this point CIPHR will create an Excel file which will be used as the template for your report. As this report requires a Subset, the Set Selector will open. Click the New Subset button to move to the subset form. Clear any existing Subset and click the Subset Creation tab. CIPHR Report Designer 13 October 2013

14 Select the required criteria for the Subset, click the Create Subset button and then click Continue to proceed to the Report Designer. Your Excel Template will load with your selected records. The template has three sheets, the sheet which opens by default is labelled Report The records and fields selected appear on the Base Data worksheet which needs to be selected. CIPHR Report Designer 14 October 2013

15 The Report and Report Information sheets can be hidden as they are not required. Make any formatting adjustments (column widths, font, etc) then save and close the file. From the list in the CIPHR Report Designer select the report you have just created. Then select the CheckIn option from the Report Designer toolbar. Select Yes to continue with the check in. To run the report on your CIPHR menu you will first need to logout of CIPHR (close the Report Designer and press F10 in CIPHR this will close CIPHR and display the login box) CIPHR Report Designer 15 October 2013

16 If you need to amend the fields, output type or where it appears in the CIPHR Menu tree highlight the report in the Report Builder and select the button This action will reopen the CIPHR Report Designer starting from the Table and Fields page. If you just need to reopen Excel to amend your layout using the previously selecting fields then double click the report from the list. Whichever root you choose to edit your report will result in the report being checked out to you. On completion of your changes in Excel you will need to save the workbook and check the report back in as described earlier in this example. CIPHR Report Designer 16 October 2013

17 Example 2: Report in a specific Order (Sorting) Please produce a report that includes Surname, Initials, Birth Date, Start Date, Job Title and Department. The report will use a subset. Once complete, test the report by creating a subset of Finance staff, displayed in alphabetical order by Job Title, Surname and Initials. CIPHR Report Designer 17 October 2013

18 Suggested Solution Master Table Fields Personal Details Surname Initials Birth Date Start Date Job Title Department (Department table) Subset Worksheet Order by Finance Base Data Job Title Surname Initials Where a report requires Fields from other Tables (e.g. the Department table) it is important that you do not change the Master Table already selected. To select Fields from Tables other than the Master Table, scroll the Tables list until you find the Table you need, double click the Table name to expand the Fields list and then select the Field(s) in the normal way. CIPHR Report Designer 18 October 2013

19 To sort the records, select all of the column headings on the Base Data sheet. On the Excel toolbar select Sort & Filter then the Custom Sort option. Add the 3 levels of sort use the Add Level option to create new sort lines. When complete, hide the unused worksheets, save the worksheet, close Excel and check the report back into CIPHR. CIPHR Report Designer 19 October 2013

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21 Example 3: Reporting using Filters Please produce a report to show Surname, Initials, Sex, Basic Pay, Department, and Location. The report will require a Public Set of Current staff. Use the filter option in Excel to display records for staff who are based in either Birmingham or Manchester, once you are satisfied with your results clear the filter and display employees who earn between 25,000 and 30,000. CIPHR Report Designer 21 October 2013

22 Suggested Solution Master Table Fields Personal Details Surname Initials Sex Basic pay Department (Department table) Location (Location table) Subset Worksheet Order Public Set of current staff Base Data Grade Details Description or Sort Order (Grade Details table) To create a Public Set Using the Subset and Additional Forms option, select Use a public set. 1. Click the Create a new public set button. This will take you to the Subset form. 2. Clear any existing subset. Select the Subset Creation tab. 3. Create the subset as normal (in this example a subset of all Current staff is required). 4. Once the subset has been created, click the Load / Save Public Subset tab. 5. Rename the subset by overtyping the existing description. 6. Click the Save Subset button. CIPHR Report Designer 22 October 2013

23 7. Return to the Subset and Additional Forms option by clicking the Continue button and select the (saved) Public set from the drop down list. 8. Select the required Public Set, click Next to continue. Complete the final step of the Report Designer in the normal way. As the report is too wide in portrait orientation change the layout to be landscape using the orientation option on the Page Layout toolbar. Order the data as described in the previous example. To Filter by Location use the dropdown against the location column heading. Select the filter button against the location column heading Select Text filter then Custom Filter Note the change of icon against location indicating a filter has been applied CIPHR Report Designer 23 October 2013

24 Once you have checked your result clear the filter using (Select All) in the location filter then open the Basic Pay Filter. Select the Number_Filter option then the Between option. This will open the Custom Autofilter box type in the salary range to select. Once completed save the Template and close Excel, then check the report back in. CIPHR Report Designer 24 October 2013

25 Example 4: Outputting a Report to PDF and CSV Please amend the report created in Example 3 so that the output is created in PDF format and the Basic Pay field is hidden. You will need to ensure that the report is attached to the CIPHR menu to enable you to test it. Once tested change the output type to Text(.CSV) format. CIPHR Report Designer 25 October 2013

26 Suggested Solution From the list of reports in the Report Designer, highlight the report you have just checked in and select Edit. This will enable us to change the output type. On the Finish page of the Report Designer select Document (PDF) and ensure you have specified where it should appear on the menu tree. In Excel, highlight the Column Heading letter for basic pay (D), from the right hand mouse button options select Hide Save the report and close Excel, in the CIPHR Report designer check the report in. You will need to log out of CIPHR (use F10 as a shortcut) and log back in to test the report from the Menu you allocated it to. Once successfully tested, change the output type to Text (.CSV) on the Finish page of the Report Designer and rerun from the menu. Ensure that all other worksheets apart from Base Data are hidden. CIPHR Report Designer 26 October 2013

27 Example 5: Different uses of Filters Please produce a report that includes Name, Job Title, Department, Start Date, Grade Description and Basic Pay. Attach the Public Set of Current Staff to the report. The report will be easier to read if you change the orientation to landscape. Use this report and Excel Filters to show the following (N.B. Each selection is independent not combined with the previous selection, so remember to clear the filter each time):- a. Grade 4 staff. b. Sales and Marketing Departments (these are separate departments). c. Staff with a start date in d. Starters last year. In the header of the report type in the formula =subtotal(2,c:c), this formula counts the number of records displayed within the filter. Make a note of the number of employee records selected after applying each filter. CIPHR Report Designer 27 October 2013

28 Suggested Solution Master Table Fields Personal Details Name Job Title Start Date Basic pay Department (Department table) Grade Description (Grade Details table) Subset Filters Public Set All Current Staff Refer to the previous example for details of Filters. The different parameters for each selection are shown below. Filters Untick Select all then tick Grade 4 Select both Departments in the filter list Use the Between option with date filters using 01/01/1999 and 31/12/1999 Use the Last Year option with date filters CIPHR Report Designer 28 October 2013

29 Example 6: Filtering and Ordering Please produce a report to show Name, Department, Basic Pay, Grade Description and Job Title. Attach the Public Set of Current Staff to the report. Your line manager has requested that this report should list current staff earning in excess of 15,000 in grade order and has requested that it is produced in a PDF format. Use the Filter and the Sort facility in Excel to achieve this result. CIPHR Report Designer 29 October 2013

30 Suggested Solution Master Table Fields Personal Details Name Basic pay Job Title Department (Department table) Description (Grade Details table) Subset Public Set All Current Staff Filter Basic pay greater than Worksheet Sort Order Report Grade Description (or Sort Order Grade Details table) Please refer to Example 2 for details relating to Sort Order and Example 5 for details relating to Filters. Notes: Change the label on the Grade column heading from Description to Grade. The row containing Additional Criteria can be deleted The basic pay field can be formatted as currency CIPHR Report Designer 30 October 2013

31 Example 7: Banding Please produce a report using the Report worksheet containing the following details Surname, Initials, Per ID (which won t be shown in the report), Department Description and Basic Pay. Attach the Public Set of Current Staff to the report. You need to band records by Department. CIPHR Report Designer 31 October 2013

32 Suggested Solution Master Table Fields Personal Details Surname Initials Basic pay PerID (will not be displayed) Department (Department table) Subset Worksheet Banded by Public Set All Current Staff Report Department In the Pivot Table Field List window drag the five fields into the Row Labels box in the PivotTable Field List window, ensure Department is the first field as we want to band by this. This will band the records by Department but we need to remove the - symbols (expand/collapse buttons) against each field and supress sub-totalling described as follows. From the Options toolbar select +/- Buttons show - this will toggle on and off the display of the - symbols. CIPHR Report Designer 32 October 2013

33 To supress subtotals to create a more compact listing, select Subtotals in the Design toolbar in the Excel Ribbon and choose the option Do Not Show Subtotals. Select the Show in Tabular Form option from the Report Layout Button also (available on the Design toolbar) to ensure that your report will be formatted correctly. The PerID field can be hidden, it is included solely to ensure that Excel doesn t combine the records where two employees have the same Surname and initials or where there are primary and secondary records for the same person adjacent in the report if there are no duplicates in your own CIPHR system then this can be ignored. You may notice that duplicated surnames are not being displayed. CIPHR Report Designer 33 October 2013

34 To ensure that repeated surnames are displayed select any employee's surname, select Field Settings from the right hand mouse button list. On the Layout & Print tab select Repeat item labels repeat the process on the Initials and other columns if required. To make the Department names appear on a separate row above the list of employees, right click on a department and select field setting, on the Layout & Print tab select Show item label in outline form. To further enhance the layout the option to insert a blank line after each item label can be selected. To ensure that the Departments always appear in alphabetical order it is necessary to select an order on the column. Click on the dropdown button on the column heading and select Sort A to Z. The page orientation defaults to landscape, for this particular report portrait would be a more suitable format to use. This can be changes on the Page layout menu. To complete the report design, delete the additional criteria row and hide the Base Data and Report Information sheets. Unused rows in the report above the data, including the row containing Additional criteria, can be deleted if required. CIPHR Report Designer 34 October 2013

35 Example 8: Banding and Sub Totals Please produce a report that includes Name, Job Title, Grade Description and Basic Pay. Attach the Public Set of Current Staff to the report. The report should be banded by Grade showing a sub total of salaries for each. Format the report using the Report worksheet. CIPHR Report Designer 35 October 2013

36 Suggested Solution Master Table Fields Subset Banded by Worksheet Subtotal Personal Details Name Job Title PerID Basic pay Description (Grade Details table) Public Set Current Staff Grade Description Report Basic Pay for each Grade Description Create the report in a similar way to the previous exercise, selecting the following Pivot Table layout options. Follow the steps below to format the report these were covered in the previous exercise- Remove the - symbols Remove subtotals Rename the Description column to Grade Relabel Sum of Basic Pay to Basic Pay (no spaces) Delete the Additional Criteria row Format basic pay to show as currency CIPHR Report Designer 36 October 2013

37 To add a subtotal of Basic Pay by Grade select a value in the Grade Column, right click and from the menu right click and select Subtotal Grade. To make the figures easier to read consider using the option to add a blank line after each sub total right click one of the Grades, select Field Settings and then the Layout & Print tab. CIPHR Report Designer 37 October 2013

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39 Example 9: Page breaks Create a new report based upon the report created in Exercise 8; filter the data so that only Grades 1 to 10 appear. Each grade should appear on a separate page. CIPHR Report Designer 39 October 2013

40 Suggested Solution Use the option in the Report Designer to base this new report on an existing report Note: You will need to reselect the option to use a Public Set on the next screen. In Excel use the Label Filter on the Grades column in the Report Worksheet to select Grades between Grade 1 and Grade On Fields Settings against the Grade field select Insert page break 1 Filtering by ticking the required values in the filter list is not supported. Grade 99 is entered as the upper limit as all Grades starting with Grade followed by a number between 1 and 99 will then be selected. CIPHR Report Designer 40 October 2013

41 Example 10: More Filtering Use the report created in Example 9 report together with Excel Filters to show the following in the Report Worksheet. Clear the existing filter and subtotals before continuing. a. Employees with a Job Title containing Manager b. Employees who earn 10,000 and over c. Grade 4 staff earning over 15,000. (N.B. Each selection is independent not combined with the previous selection, so remember to clear the filter each time):- CIPHR Report Designer 41 October 2013

42 Suggested Solution Filters In the Label Filter select Contains In the Basic Pay Filter select Greater than within the number filter Select Grades 4 using label filters and in the Basic Pay Filter select Greater than CIPHR Report Designer 42 October 2013

43 Example 11: Summarising/Graphing You are required to create a report showing the average age of staff in each department. Once you have created a report put the result into a chart. Select PDF Format and add your chart to the menu so you can test the result. CIPHR Report Designer 43 October 2013

44 Suggested Solution Master Table Fields Personal Details Name Age (SQL Field) Department (Department table) Subset Row Labels Worksheet Values Public Set Current Staff Department Report & Chart1 Age (Shown as Average) Add the Department and Age fields to the Grid Age needs to go into the Values Box. Use the Value Field Setting to change age from Sum to Average. To reduce the decimals displayed select the Age column then the Decrease Decimals button on the Home toolbar so no decimals are displayed. To insert a graph press F11 or select the Pivotchart button on the Options Ribbon, select a suitable format. Once created, right click on the chart and select Move Chart and select the new sheet option.. CIPHR Report Designer 44 October 2013

45 The Excel toolbar has a wide range of Chart formatting options. Note : Ensure that the Base Data and Report Information sheets are hidden before you save the report. CIPHR Report Designer 45 October 2013

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47 Example 12: Setting up a report to run as a Task The report set up in the previous example is to be run on the 1 st Monday of each Month at 10am. CIPHR Report Designer 47 October 2013

48 Suggested Solution Move back to the main CIPHR People application and open the Administration Group. Scroll down and select Task Administration Create the parameters for the task as shown below on the Task Details tab. Save this step when completed. Move to the Task Steps tab. Here you define the report to be run and the parameters for the report output. Set the parameters as shown below. The File Name and Path would need to be set up to point to a folder that can be accessed by any CIPHR People user (normally on a network drive). As an alternative, a report can be sent by . CIPHR Report Designer 48 October 2013

49 Example 13: User defined Bands Create a new report (use a public set of Current Staff) to show Name, Department, Start Date and Age. Band the records to show employees by the following Age Bands; 60+, 50-59, 40-49, 30-39, and under 20, Sub band the employees by their age. Both Age Bands and Ages should be in descending order showing the oldest employee first. CIPHR Report Designer 49 October 2013

50 Suggested Solution Master Table Fields Personal Details Name Start Date Birth Date Department (Department table) Age (SQL Field) Subset Worksheet Banding A Public Set of current staff Base Data / Age Band (to be created) / Report Age band New column created using Excel vlookup function Age Change the column heading of the Age(SQL Field) to read Age. Create a new worksheet in Excel, rename it Age Band. Create a table with the following values:- Highlight all the entries in both columns and select define name from the menu accessed via the right mouse button - name the range Band. On the Base Data sheet of your workbook, in the empty column immediately to the right of the first employee s record type the following formula. Where; Vlookup is the Excel is the Column name in the table Band is the name of range we created where Excel will lookup the value to return,2 tells Excel to return the value from column 2 CIPHR Report Designer 50 October 2013

51 Once you have typed this formula, Excel will automatically copy the formula to each record and create a new column heading which you can rename Age Band for use later when creating the Pivot Table. Visually check that the banding results are correct. On the Report work sheet the Pivot Table will not automatically register that a new column has been added, to do so select refresh from the Options toolbar. The Pivot Table field list will now include Age Band Each of the fields need to be added as Row Labels in the order shown:- As with previous exercises you will need to turn off the Sub total function (Design) and remove the expand\collapse button (Options) to achieve a clear layout. Configure the Age Band and Age fields to show in descending order. CIPHR Report Designer 51 October 2013

52 Ages can be sorted by selecting Sort from the right mouse button menu whilst on one of the age value cells. CIPHR Report Designer 52 October 2013

53 Example 14: Historic data - Job and Pay A report is required showing the full job history of staff in the Chief Executive Office. The report should include Name, Job Title, From (Date), To (Date) and Basic Pay (SQL Field). The report should be banded by Surname, but the Name (not the Surname) needs to be shown. The Job and Pay records need to be displayed with the most recent record at the top this will reflect how the data is shown in the Job & Pay screen. Once you have got the report working, please edit and add the Job and Pay Point in Time Filter Form to show just the current Job and Pay record. CIPHR Report Designer 53 October 2013

54 Suggested Solution Master Table Fields Job & Pay Details Job Title From To Basic pay(sql Field) Name (Personal Details) Surname (Personal Details) Subset Filter Form Worksheet Banded by Chief Executive Office Job and Pay Point in Time (once initial layout tested) Report Surname, but display Name on report. On the Base Data sheet re-label Basic pay(sql Field) to Basic pay On the Report sheet refresh the data (Options toolbar) to update the field names. Each field goes into the Row Labels area of the Pivot Table in the order shown:- To format the report, move the report heading and subset description into column B (cut and paste) then hide column A so that surname doesn t appear as well as Name. Supress subtotals and remove the Expand\collapse button, the From date needs to be ordered with the newest date at the top. Save & check the report in. Select the edit option, in the Subset & Additional forms page of the Report Designer attach the Point in Time Filter When prompted select the Subset for Chief Executives office then, in the filter form, enter a Point in Time date of today CIPHR Report Designer 54 October 2013

55 Only the current Job and Pay record for each employee in the subset will be displayed Note: The (blank) value in the to column can be replaced by typing a value such as - over one of the values this will change all other similar occurrences. CIPHR Report Designer 55 October 2013

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57 Example 15: Historic data - Training A report is required that shows all training attended in Information should include Name, Start Date (Training), Total Days and the Training Title. The report should include all staff (current and leavers). Band the report by the Training Title. Use the Training filter to select the year. Please now modify the report to show sub totals and a grand total for the number of days. CIPHR Report Designer 57 October 2013

58 Suggested Solution Master Table Fields Training Start Date Title Total Days Name (Personal Details) Subset All Staff (current and leavers) Filter Form Training - to select records between 01/01/2008 and 31/12/2008 Worksheet Banded by Report Title Use your knowledge gained from previous examples to assist with this report. CIPHR Report Designer 58 October 2013

59 Example 16: Historic data - Absence Please create a report that will show sickness absences for staff located in London between 1 st January 2005 and 31 st December The report should contain Name, Absence Start (date) No. of Days and Absence Code Description. The report should by Banded by Surname but display the employee s Name. CIPHR Report Designer 59 October 2013

60 Suggested Solution Master Table Fields Absence Details Absence Start Days Name (Personal Details) Surname (Personal Details) Description (Absence Codes table) Subset Filter Form Worksheet Banded by Order by Current Staff located in London Absence Costs - use to select Sickness records between 01/01/2005 and 31/12/2010. Report Surname but display Name Descending Absence start date (Oldest to newest) Use your knowledge gained from previous examples to assist with this report.. CIPHR Report Designer 60 October 2013

61 Example 17: Report Style Experiment with the standard chart styles available to enhance the look of your report created in exercise 16 CIPHR Report Designer 61 October 2013

62 Suggested Solution From the Design tab select an alternative style for your report. CIPHR Report Designer 62 October 2013

63 Example 18: Diary Report saved filter You need to report on Retirement entries in the Diary. Please design a report to show Name, Job Title, Diary Date and Diary Entry. You will need to create a saved filter so that only entries from January 1 next year to December 31 in 2 years time will be show whenever the report is run. A filter within the report will be used to display just Retirement entries. The report should be ordered by descending diary dates. CIPHR Report Designer 63 October 2013

64 Suggested Solution Master Table Fields Diary Diary Date Diary Entry Name (Personal Details) Job Title (Personal Details) Subset Filter Form Subsets Not Available Generic Filter Create a saved filter Diary Date at least 01/01/YYYY next year (using offset dates) Diary Date at most 31/12/YYYY the year after (using offset dates) Worksheet Ordered by Report Diary Entry Date (Descending) After selecting the required Tables and Fields, check the Use a Filter Form option on the Subset and Additional forms section of the Report Designer. Select the Generic Filter from the drop down list. Note a Subset will not be available here. Select the option to use a saved filter then select the Create a new Saved Filter button CIPHR Report Designer 64 October 2013

65 The date ranges used need to be formula driven so they change each year. To create a formula based field we use the button to the right of the date field. Putting a 1 in the offset year box will increment the date one year however putting a 1 in both the Day and Month boxes in the Fixed column will anchor the date to the first of January in the calculated year. Select ok to continue and create a formula date against the 2 nd date with an offset of 2 years fixing the Day and month as 31 and 12 respectively. Select ok to continue CIPHR Report Designer 65 October 2013

66 The dates appearing in a lighter colour indicate that these are formula based Save the filter, naming it so that it is evident what its use is. The filter will be saved as shown Saved filters can be recalled for use for other reports (and exports) as required. Click Continue In the Report Designer attach your new filter Click Next to continue. Title the report as normal, click Finish to continue. CIPHR Report Designer 66 October 2013

67 Use a Label filter to select records containing Retire CIPHR Report Designer 67 October 2013

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69 Example 19: Basic Formulae - Calculations Please produce a report that will show the effect of giving all current employees a pay rise. You do not need to include weekly paid staff as these will be handled separately. The report should contain Name, Job Title, Current Basic Pay and the calculated Proposed New Salary. Hint: Do not use the Proposed Basic Pay field from Personal Details as you will create a formula field to carry out the calculation. Weekly paid staff will be excluded by creating a new saved filter. When the report is working to your satisfaction, create a new formula to show the percentage increase. CIPHR Report Designer 69 October 2013

70 Suggested Solution Master Table Fields Personal Details Name Surname PerID Job Title Basic Pay Subset Filter Form Public set of Current staff Generic Filter Saved Filter Personal Details Pay Basis Not Equal to Weekly Worksheet Base Data To create a saved filter first select Generic Filter as an additional form then click. Enter the following criteria, name and save the filter and attached it to the report On the Base Data report sheet add a formula in column D adjacent to the first employee record. The easiest way to achieve this is to type = in column D, click in column C then type The fomula will be automatically copied for each record. Rename the column heading as Proposed Pay. In the Report sheet Refresh the data to show the new column then create the Pivot Table as described in previous exercises. CIPHR Report Designer 70 October 2013

71 Once you have created your report add another new formula in the Base Data to calculate the % increase.. - this is easiest created by clicking on each column to populate the column name. i.e. Type =( [equals symbol & open round bracket] Click in the Proposed Pay column Type - [minus] Click in the Basic Pay Column Type )/ [Close round bracket & forward slash] Click in the Basic Pay Column Press Enter CIPHR Report Designer 71 October 2013

72 CIPHR Report Designer 72 October 2013

73 Example 20: Conditional Formulae It has been decided to award an annual bonus based upon the Start Date of each employee. The report should show Name, Start Date, Basic Pay and the Bonus amount. Please produce a report showing the effect of this for the Marketing Department. Start Date Bonus Prior to and including % 1996 to current day 2% When the report is working to your satisfaction, filter the records to show the five employees with the highest bonuses. CIPHR Report Designer 73 October 2013

74 Suggested Solution Master Table Fields Personal Details Name Basic Pay Start Date Subset Worksheet Marketing Department Base Data Formula This example uses the Base Data work sheet in the report The formula is defined as =if(condition, Result if true, Else Result) Condition: if the year of the start date less than or equal to 1995 Result if true Calculate Basic pay * 4% Else Result Calculate Basic pay * 2% NB: Once the formula is added to the first employee Excel will automatically copy it to all records in the table To filter the bonus column select the Top 5 option from Number filters. Specify the top 5 records CIPHR Report Designer 74 October 2013

75 Example 21: Selecting a blank field A report is required showing members of current staff who have a blank marital status field. The report should be banded by Department. The report should use the Report worksheet.and include Name, Department, Sex, Marital Status, (which should be empty for the selected records) and Job Title CIPHR Report Designer 75 October 2013

76 Suggested Solution Master Table Fields Personal Details Name Sex Job Title Marital Status Department (Department table) Subset Worksheet Banded by Public Set Current Staff Report Marital Status & Department Created a label filter on the Marital status column using the Less than option. Without using a filter on the Marital status column, how else could the same result be achieved? CIPHR Report Designer 76 October 2013

77 Example 22: Select records in a period The Training Manager needs a report detailing all staff who attended First Aid training in the year The report should be in title order (banded by Training Title) and show Name, Department, Start Date of the training. Additional information for users of the CIPHR Training Module. You may wish to add an additional field to filter on only those employees who have attended this training. If so, please add the Delegate field from the Delegate Status table. CIPHR Report Designer 77 October 2013

78 Suggested Solution Master Table Fields Training Start Date Title Name (Personal Details) Department (Department) Subset Additional Form Worksheet Banded by All Staff Training - Select From Date of 01/01/2000 and To Date of 31/12/2000 and the Title or Part of Title as First Aid Report Training Title If using the CIPHR Training module, and you have added the Delegate field from the Delegate Status table, modify the Select Expert to include the Delegate field (as a new field) filter to select were this is set to true. The report will then only include those employees that have attended the training (i.e. marked as Delegate in their training record). Note: The Department shown on the report is the one the employee was in at the time they undertook the training, it is not necessarily their current Department hence the reason the filter form allows for selections based upon Department at the time. CIPHR Report Designer 78 October 2013

79 Example 23: Additional use of Formula to select An alphabetical report (by Surname) is required of all people who live in Stockbridge. The report should include just name, address (all 4 lines) and postcode. CIPHR Report Designer 79 October 2013

80 Suggested Solution Master Table Fields Personal Details Name Address Address Line 2 Address Line 3 Address Line 4 Postcode Subset Worksheet Order Public Set Current Staff Base Data Surname To make this report more versatile for the user we will type the Town name into a cell enabling the search criteria to be changed without needing to amend the formula. In Cell D8 type Search Address In Cell E8 type Stockbridge Open the right click mouse options on cell E8 and select Define Name - type Search_Address. In column G on the row containing the first employee, type the formula:- Type =If(Countif( In the same row click on the Address field and then drag your mouse across to Address line 4 and release this should add CIPHR_MAIN_TABLE[@[Address]:[Address Line 4]] to your formula Type, * & (comma + Shift 2 + shift 8 + shift 2 + shift 7) Click on the search address cell containing Stockbridge Type & * )>0, Yes, No ) (shift 7 + Shift 2 + shift 8 + shift 2+ close round bracket + shift full stop + 0, Yes, No ) The COUNTIF function counts the number of occurrences of the value we have entered into the named cell Search_Address within the range Address to address 4, combined with the If statement this returns either a Yes or a No to the column. Label the column Found?. Surrounding the Search_Address with * allows for records which contain, rather than equal, the address entered to be found. Filter the new column so that only Yes values are displayed. Try different address values in the search box such as Kent and Marlow. Each time you change the search address you will need to right click on the Found? heading, select Filter and Reapply. You will find that this function is not case sensitive. Use the Format Painter to make the Search Address label (cell D8) match the format of the column headings. CIPHR Report Designer 80 October 2013

81 Example 24: Using a formula to select current records You have been asked to produce a report of all staff in the Distribution Department who have current Allowances. The report should include the following: Name, Allowance Amount, Allowance Start Date, Allowance End Date and Allowance Description. Band the report by Surname (display the employee Name). CIPHR Report Designer 81 October 2013

82 Suggested Solution Master Table Fields Personal Allowances Amount Start Date End Date Description (Allowances table) Name (Personal Details table) Surname (Personal Details table) Department (Department table) Subset Worksheet Banded by Distribution Department Base Data / Report Surname but display the Name To select only Allowances currently in payment we need to select records where either the end date is blank or is on, or after, today. We need to create a formula based new column in the Base Data worksheet to achieve this. This formula uses an or statement to check if the End Date is either on or after the date the report was run, or is blank. If either condition is met a Yes will be returned Rename the new Column Current On the Report sheet Refresh the data and create the Pivot Table, filter on the new column which should then be hidden. Dates shown as (Blank) can be changed by typing a character such as - in one of the records, this will update all similar blank dates. CIPHR Report Designer 82 October 2013

83 Example 25: Lookup values A report is required for all staff in the Operations Division detailing all training which they received between 1 st January, 2007 and 31 st December, This should comprise Name, Department, Location, Training Title, Training Start Date, and Total Days. A subset can be used to initially select the required records. Use a filter to select the period to be shown. Hint: You will need to choose the Location ID field from the Personal Details table in order to create the link. CIPHR Report Designer 83 October 2013

84 Suggested Solution Master Table Fields Training Name (Personal Details) Location ID (Personal Details) not required to be shown in the report Start Date Title Total Days Location Description (Locations) this can only be selected in the report Additional Table Subset To enable the full location description to appear in the report, the Locations table will be required as an Additional Table. A lookup in Excel will be used to return the description. Operations Division Filter Form Training - used to select records from 01/01/2007 to 31/12/2010 Worksheet Banded by Report Training Title The additional table appears as a separate sheet in our report and contains all fields for each record in the Location table CIPHR has put the Location records in a range names as CIPHR_LOCATIONS On the Base Data sheet, against the first employee record in the column to the right of LocationID, we need to add the following formula:- Where :- vlookup is the Excel ID] Is the value held against the employee used to link to the description CIPHR_LOCATION,10 FALSE Is the instruction to Excel to return the value in column 10 (the description for the location) in CIPHR_LOCATIONS where the value in column 1 which matches the LocationID held against the employee Tells Excel to only return an exact match. CIPHR Report Designer 84 October 2013

85 Relabelled the new column to Location. Note: the location displayed is the employees current location, not the one they were based in when they attended the training On the Report sheet create your report banding the records by the training course title (remember to refresh first!) then by the training start date. CIPHR Report Designer 85 October 2013

86 CIPHR Report Designer 86 October 2013

87 Example 26: Absence totals by Departments You have been asked to produce a report showing the number of days sick taken in each Department. The report should show Name, Absence Start Date, Absence Days, Department and Absence Type Description. The information should be banded by Department and there should be a sub-total of days for each Department. You only want to view absences from 2008 to CIPHR Report Designer 87 October 2013

88 Suggested Solution Master Table Fields Absence Detail Days Start Absence Reason ID (Absence Details) Department ID (Absence Details) AbsencePerId (Absence Details) AbsenceStart (Absence Details) Name (Personal Details) Additional Tables Absence Codes Department Subset Filter Form Public Set Current Staff Absence Costs From 01/01/2008 To 31/12/2011 plus Type- Sick Worksheet Banded by Subtotal Report Department Sum of Absence Days by Department. On the Base Date worksheet we need to create two formula field columns; one displaying the Department name, the second the Absence Code Description. Change the column heading to Department Once you have added your new formulas your Base Data worksheet should look similar to this: Configure your Report worksheet using the following fields: CIPHR Report Designer 88 October 2013

89 Example 27: Creating a Chart Using the report created in Example 26, add a new sheet to your Excel Workbook to show a report of the top 5 departments with the highest absence and then add a chart to the your report. CIPHR Report Designer 89 October 2013

90 Suggested Solution To add a new sheet select the Report sheet tab then use Ctrl Click and drag to the side this will create an exact copy of the original sheet. Remove the Name, Description and Absence Start field, this should leave a report of the total days taken by each Department To show the totals as a percentage of the grand total right click on the no of Days column select Show values as and select % of Grand Total To only show the top five right click on the Department column heading select Filter and Top 10 then amend to only show the top 5 Insert a graph by selecting the Pivotchart button from the Options toolbar. Choose an approriate format for the graph and reposition it as appropriate on the worksheet. CIPHR Report Designer 90 October 2013

91 Example 28: Training Report, Bands and Sub Totals The Training Manager wants to know all the training attended by current staff in the years 2000 to 2002, which cost over 500. The report is to be presented in training title order. Suitable information on the report would include Name, Department, Training Start Date, Total Cost and Training Title. Band the records by Training Title. Add subtotals for the Training Total Costs to your report. CIPHR Report Designer 91 October 2013

92 Suggested Solution Master Table Fields Training Name (Personal Details) Department (Department table) Start Date Total Cost Title Subset Public Set Current Staff The Additional Form will not be required Additional Form Training Filter From Date 01/01/2000 to 31/12/2002 & Total Cost from 500 to Banded by Worksheet Add subtotals Training Title Report of Training Total Cost by training Title CIPHR Report Designer 92 October 2013

93 Example 29: Absence analysis over time You have been asked to analyse sickness absences for London based staff (current & leavers) for the period 01/01/2005 to 31/12/2012. You have not been asked to include details of the employees just the month/year of the absence, the number of days lost and the type of absence. CIPHR Report Designer 93 October 2013

94 Suggested Solution Master Table Fields Absence Detail Days Start Absence Reason id (Absence Details) Additional table Subset Absence codes All staff located in London Additional Form Worksheet Banded by Absence Costs Absences between 01/01/2005 and 31/12/2012 with a type of Sick Base Data/Report Year & Month (formula fields) Formulae We will need to use a vlookup to bring in the Absence description. In the first free column in Base Data create the following formula Change the column heading to Type In the next column we need to display the year of the absence using the formula:- Change the column heading to Year To display the month in the 3 rd new column use:- Change the column heading to Month CIPHR Report Designer 94 October 2013

95 The report fields should be configured as shown. CIPHR Report Designer 95 October 2013

96 CIPHR Report Designer 96 October 2013

97 Example 30: Reporting on Further Information Fields A report is required for the details recorded in certain Further Information Fields stored against employee s Personal Details. You only wish to see employees in the report if they have this information stored. Firstly, the Further Information Fields need to be created, and then the report can be designed. Please create the following fields in the Personal Details table (the Trainer will guide you through the process): Field 1 (Text field): Pass Number Field 2 (Date field): Pass Issue Date Field 3 (Date field): Pass Expiry Date Tab: Security Pass Please add the following data Employee Pass Number Issue Date Expiry Date Richard Adam A st of this month 1 year from issue Amanda Adamms A st of last month 1 year from issue The report should show Name, Employee Number, Job Title, Department, Pass Number, Issue Date and Expiry Date. Further details regarding the creation and use of Further Information Fields are given in the CIPHR System Manager course. CIPHR Report Designer 97 October 2013

98 Suggested Solution Master Table Fields Personal Details Name Employee Number Department (Department) Pass Number * Pass Issue Date * Pass Expiry Date * * your Further Information Fields Subset Worksheet Filter Public Set of current staff Base Data Text Filters - Pass Number Does not Equal (leave Blank) CIPHR Report Designer 98 October 2013

99 Example 31: Custom Data A report is required to show all Company Property that staff may currently have, i.e. not showing any items that have been returned. The report needs to be run for all current staff. The report should be banded by name and list all company property, the value and when the item was issued. CIPHR Report Designer 99 October 2013

100 Suggested Solution Master Table Custom Data Fields Text 1 (Description of Item) Number 1 Date 1 Date 2 (Value) (Date Issued) (Date Returned) Surname (Personal Details) Initials (Personal Details) Additional Form Subset Worksheet Band Report Filter Custom Data Create saved filter for Company property and attach to report Public Set of Current Staff Report Name (Personal Details) New formula field set to No indicating that the property has not been returned Create a new saved filter for company property. Attached your new saved filter to the report. On the Base Data sheet re-label each of the custom data field columns. CIPHR Report Designer 100 October 2013

101 Create a new formula based column to combine the Surname with the Initials to create a new Name field (Note the space between the 2 double quotes) A second formula ( Returned? ) is required to give us a yes/no value indicating if the item has been returned Create your report from the Report Sheet refreshing the data first to bring across the new and amended field names. The Returned? Field is added to the Report Filter box in the field table list. The filter will appear above the data columns in your report, set the value to No. Ensure that you set the order on the Name column. CIPHR Report Designer 101 October 2013

102 Example 32: Training Evaluations A new report is required to show training evaluations. The report should show the delegate (employee) name, title of the training course attended, start and end dates of the course, together with the relevant evaluation question numbers, questions and answers. Format the report to show each delegates details together with the course title and dates once only, followed by the relevant questions and respective answers. In order to produce some data within the report, it will be necessary to add the following evaluation details: Use the Event AIT/8 and add answers to the evaluation questionnaire using the bulk insert option for Thomas Burchette (TB) and Gwenda Machell (GM) as shown overleaf. If you are not familiar with adding Training Evaluations, the trainer will be able to assist. Question Answer - TB Answer - GM 1. Did this course meet your personal Yes Yes perfectly CIPHR Report Designer 102 October 2013

103 objectives? 2. Did this course meet the objectives that were agreed between you and your Manager? 3. When you return to the office how will you use the skills and techniques that you have gained from this course? 4. What areas of the course could be improved? 5. Would you recommend this course to your colleagues? 6. What comments would you make regarding the administration and booking of this course? 7. Who withdrew from the PC & Windows Basics event on 2 December 1996? Yes I will be able to conduct interviews in a more professional manner N/a Yes Very good Skip this question (use Next button) Yes I will be able to offer much improved interviews None Yes if appropriate Good Skip this question (use Next button) 8. How would you rate the organisation of the course? Did the trainer successfully involve the group? Yes, very well Yes 10. How would you rate the tutor's knowledge? 11. How would you rate the helpfulness of the tutor? 12. How did you find the pace of the course? Please comment on the training room and facilities. Very good Good, clean and comfortable Please note this report is only appropriate to users of the CIPHR Training module. CIPHR Report Designer 103 October 2013

104 Suggested Solution Master Table Training Evaluations Fields Employee (SQL Field) (Training Evaluations) Title (SQL Field) (Training Evaluations) Training Start Date (SQL Field) (Training Evaluations) Training End Date (SQL Field) (Training Evaluations) Question Number (SQL Field) (Training Evaluation Answers) Question (SQL Field) (Training Evaluation Answers) Answer (SQL Field) (Training Evaluation Answers) Filter Form Training Evaluation Filter - select evaluations for the Advanced Interviewing Techniques course Worksheet Report Rename the column headings removing the SQL Field text, remembering to refresh the field list in the Report worksheet. Consider how to format the report to prevent it exceeding one page width.. CIPHR Report Designer 104 October 2013

105 Example 33: CIPHR Recruitment: Applicant progress A list of live applicants is required showing their names, date applied, vacancy code and vacancy job title. An indication of their progress for that vacancy (applicant status) should also be given. The reports should be banded by the Vacancy Job Title. CIPHR Report Designer 105 October 2013

106 Suggested Solution Master Table Fields Applicant Applications Application Date Name (Applicants) Code (Vacancy) Job Title (Vacancy) Description (Applicant Status) Subset Worksheet Banded by Active Applicants Report Vacancy.Job Title CIPHR Report Designer 106 October 2013

107 Example 34: CIPHR Recruitment: Recruitment Sources You have been asked to produce a report that will show which recruitment source produced the most applicants in the year It has been decided that for this report, applicants that have no recruitment source recorded will be excluded from the report. Fields that are required are Applicant Name, Application Date, Vacancy Code, Vacancy Job Title and Recruitment Source. Additionally the number of applicants from each source together with the percentage for each needs to be shown. CIPHR Report Designer 107 October 2013

108 Suggested Solution Master Table Fields Applicant Applications Application Date Name (Applicants) Code (Vacancy) Job Title (Vacancy) Description (Recruitment Sources) Subset All applicants Additional Forms Filter Applicant Applications: Application :From 01/01/2000 to 31/12/2000 (clear Application Received dates) Worksheet Banded by Add summaries Report Recruitment Source Description, filter to exclude blanks Percentage of overall applicants from each source The Job title field needs to be additionally added to the values area, set the Show values as option to % of Grand Total Note: It is not possible to suppress the percentage value appearing against each applicant in this format. CIPHR Report Designer 108 October 2013

109 Example 35: CIPHR Recruitment: Applicants from a certain Source Type You need to review your graduate recruitment and require a report to show all applicants who have applied from university. Information should include the Applicant s Name, Recruitment Source, Vacancy Code and Vacancy Job Title. CIPHR Report Designer 109 October 2013

110 Suggested Solution Master Table Fields Applicant Applications Name (Applicants) Application Date Code (Vacancy) Job Title (Vacancy) Description (Recruitment Sources) Subset Worksheet Banded by All applicants Report Recruitment Source Description Column, use a label filter to select values containing Uni* CIPHR Report Designer 110 October 2013

111 Example 36: CIPHR Recruitment: Ethnic Monitoring A report is required to show the ethnic origin of applicants as there has been some concern about discrimination within employment agencies, used by your company, following a recent Employment Tribunal ruling. The report should show name, vacancy code, job title, date applied and ethnic origin. The report should be banded by recruitment source. You do not need to show details on the report where there is no recruitment source or ethnic origin recorded. CIPHR Report Designer 111 October 2013

112 Suggested Solution Master Table Fields Applicant Applications Name (Applicants) Ethnic Origin ID (Applicants required for linking) Application Date Code (Vacancy) Job Title (Vacancy) Description (Recruitment Sources) Use a vlookup to return the Ethnic Origin Description in the Base Data sheet Additional Table Subset Worksheet Banded by Ethnic Origin All applicants Report Recruitment source (in alphabetical order) In the next blank column create a vlookup to return the Ethnic origin description related to the Ethnic Origin ID. The vlookup is contained within an IF function so that records without an ethnic origin do not return #N/A. Rename the new column heading and refresh the report sheet before creating the report. Filter the Source column to remove any blanks. Note: Any (blank) values in the Application Date column can be replaced by typing a value such as - over one of the values this will change all other similar occurrences. CIPHR Report Designer 112 October 2013

113 Consolidation Reports: Employee Information Editing a report to include additional fields Please produce a report for all current staff that will show their Name, Job Title, Basic Pay, Department and Name of the Manager they report to. The report should be banded by Job Title and should look similar to the following. Your manager has seen the report and has requested that the following fields be added: Ethnic origin, Start Date and NI Number and that employees are listed in alphabetical order by surname within their department. CIPHR Report Designer 113 October 2013

114 CIPHR Report Designer 114 October 2013

115 Consolidation Reports: Training Information changing the banding of a report. Please produce a report that will show what training current staff in the Distribution Department have attended. The report should display the Title of the training course, Start Date (of the training), Number of Days, Total Cost. It should be banded by Surname (but displaying the Employees name), with the most recent training at the top, showing a total of training costs per employee. Your manager has seen this report and would like the order changed so that the report is banded by the Training Title instead of the employee s name. CIPHR Report Designer 115 October 2013

116 CIPHR Report Designer 116 October 2013

117 Consolidation Reports: Job & Pay Changes Comparing historic and current salaries Please produce a report that shows the Job & Pay Basic Pay and From Date as at 01/01/2005, comparing with their current salary, only show employees earning over Create calculations to show the amount of their increase and the Percentage. Order the data with the employees with the greatest percentage increase at the top. Use the point in time Filter form to select the relevant JobPay record. CIPHR Report Designer 117 October 2013

1. Two types of sheets used in a workbook- chart sheets and worksheets

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