I am running out of time and want to provide Instructions to our team, on Thursday in Portland. The instructions will be for two new reports you created for the team, last week. and hoping you are okay with writing instructions. I realize you are much more skilled than writing instructions…but really need the help of someone writing these instructions - and you are familiar with the new report.
As stated in ‘open project’
“ For two new reports to be given to end-user not familiar with Excel : Cash flow and Inventory report. I am requesting instructions on how to use the Spread sheet with Screen shots, how to use a table, how to add data to values in a table. how to add values to a Graph, once they have been added to the excel spread sheet. Something easy to read and user friendly. Keep it simple for this group.”
Two additional items that I would like for you to look at. I would like to add ‘TBA’ to the ‘Blanks’ on the Inventory report, under location in column ‘G’. Does this automatically go to the graph? Please add as part of your work and then also to the graph with instructions if the team requires adding new items that are on the detail of the inventory report to be on the graph. Show a screen show of the days column and the meaning behind green, yellow and red.
Special Note: on the inventory report. The totals on row ‘2’ and ‘3’ didn’t match the amount that was in ‘Cost . Column ‘M’ for each the Total – Decking and Total-Direct On Order. the difference was the last row amount in column ‘M’ for either ‘DE’ ‘DO’ wasn’t adding to the totals. i.e. row 154 and 199 wasn’t adding (always the last line item of the DE or DO in column ‘M”. by inserting a row in column ‘154 and ‘199’ took care of the Totaling.. It was a work-around but if it is an easy fix, please do so.
Also, instructions for the Cash flow report. Nothing Fancy. But how to view a look up a table and how to insert a new table name. How to use the Cash flow report date and press ‘Get report. Raw data verses the report. How the micro’s will change the distribution on the report (ie. Something that is owed in one week but is put at the bottom of the report, will move to payment date order. Even show a screen show of how to turn ‘filters’ on and off. Yes, they have never used filters. Same as on the ‘Inventory report”; however this is a different end-user and need a separate instruction guide for her.
The information on the inventory report has been updated and is true information. I have changed some of the information on the cash flow report but need to work on dates to make them in true form, rather than test.
After my meetings on Thursday and Friday, may have changes for you. Team is not thrilled with change.