When many people use EXCEL to make reports, they will encounter such a problem, that is, data is collected from dozens of people or even hundreds of people. This will lead to a problem. It takes a lot of effort to summarize the data, and the efficiency is extremely low. Moreover, the data is also extremely prone to errors in the process of circulation, because it is collected purely by hand, and the amount of data is large, and errors will inevitably occur. As long as the data is wrong, you have to work overtime for review, which is very troublesome.
most common scenario for multi-person reporting is the financial statement. Taking the balance sheet as an example, there are many primary and secondary menus involved. If a company has multiple subsidiaries, it is doing data reporting and reporting. There will be a lot of trouble in data aggregation, and it is a huge project to use EXCEL to complete. Therefore, many companies will not choose the traditional way to do data reporting, but will choose a professional reporting tool to complete the work. However, there are many such reporting tools on the market, and how to choose a suitable reporting tool is also very important. Big issues must be comprehensively considered in terms of convenience, cost-effectiveness, and practicality.
1. Understand the principle and type of filing
Before starting the operation, let us first understand the principle of filing. We all know that the traditional EXCEL form can only achieve one-way input, and cannot support multiple people at the same time. It lacks interactive features. , So the database must be used to realize data reporting. The principle of the report tool is to use EXCEL to connect to the database, and then bind the cell to the field in the database, and the data entered by the user will be stored in the data. Let's take the smart analysis report tool as an example to explain to you how to implement multi-person reporting.
2. Resolution process
1) Data connection
The first step to make a consolidated report is to establish a data storage model, and the data after filling can be stored in the database. The design process is like this. A multi-dimensional data storage table is established in the database, and the names and data attributes of the fields such as organization, primary classification, secondary classification, index, and index value are designed.
2) Report design The
next thing to do is to design a table style in EXCEL, first download a smart analysis plug-in, and select the group report mode after logging in. The design process is very simple. Fill in the title in a fixed area, then drag the database fields into the blank area under the title, and set certain rules, and the data entered online will be automatically stored in the established database. . It should be noted that there are two good reports to be designed in EXCEL, one is the entry table and the other is the merged table.
3) Report preview
After designing the style of the table in EXCEL, click Publish on the EXCEL toolbar to publish the completed report to the web page. All subsequent filling work is done on the web page. All you need is Open the website of Smart Analysis, and you can use the function of multi-person reporting.
4) Multiple people to fill
in the report After completing the report design, then you can do multiple people to fill in the report. When the user logs in, he can first filter the two options of reporting time and organization. After the filtering is completed, the data can be filled in the corresponding position. The advantage of this is that it can satisfy the staff of multiple subsidiaries to fill in at the same time without causing data coverage problems.
After the users of each subsidiary have completed the data entry and reporting, we can view the reported head office data in the data consolidation report. This saves a large amount of time for the report person to summarize the materials. Only one reporting system is required. Data can be automatically entered, and the viewer of the report can also quickly view the integrated data according to the reporting year and month, and the organization.
There is another function of data permissions that everyone is more concerned about, and that is the issue of data permissions. For example, user A is the manager of the company and he can view all data, but user B is a basic employee of the company. It should be set to only be able to view your own data, but not other personnel's data. How to do this? This is also very easy to implement. Through the permission management function of Smart Analysis, multiple sub-accounts can be added to the main account, and different data permissions can be set for the sub-accounts. In this way, data isolation can be achieved. Can do things within the scope of authority.