1. 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

2. 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.

3. 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.

4. Work Flow

5. 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.

6. 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

7. 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

8. 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

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

10. 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