- About Excel® File Reports
- Generating the Excel File
-
Working in Excel with Roster Reports
- Selecting Cells, Rows or Columns to Apply Formatting
- Adjusting Column Width
- Adjusting Row Height
- Shading or Colouring Row or Column
- Bolding a Cell, Row or Column
- Aligning Text in Cells
- Word Wrapping Text in Cells
- Changing Fonts, Text Size and Text Colour
- Sorting and Filtering Data in a Column
- Hiding a Row or Column
- “Unhiding” a Row or Column
- Deleting Cell Content
- Deleting a Row or Column
- Printing the Excel Report
About Excel® File Reports
MealSuite provides the ability to generate roster reports in Microsoft® Excel®. The Excel document that is generated will contain the people list customized by you on the People Listing screen, with the information from the columns you set on the People Listing screen.
Generating the Excel File
- See Opening and Customizing Your People List (via the People Listing Screen) to determine the desired people list.
- The columns displayed on the People Listing screen will also be generated in the Excel file. To set the columns, see Setting Preferred Columns on the People Listing Screen.
- Click the Export button to generate the Excel document.
- The Excel document will be downloaded to your computer and made available at the bottom of the screen. Click the file to open it.
Note: The home page also records that the Excel document has been downloaded (screenshot below). Click the Your Export Has Been Finished link to expose the Download File button that you can click to download the document, which will be made available at the bottom of the screen.
Working in Excel with Roster Reports
- Selecting Cells, Rows or Columns to Apply Formatting
- Adjusting Column Width
- Adjusting Row Height
- Shading or Colouring Row or Column
- Bolding a Cell, Row or Column
- Aligning Text in Cells
- Word Wrapping Text in Cells
- Changing Fonts, Text Size and Text Colour
- Sorting and Filtering Data in a Column
- Hiding a Row or Column
- “Unhiding” a Row or Column
- Deleting Cell Content
- Deleting a Row or Column
- Printing the Excel Report
Selecting Cells, Rows or Columns to Apply Formatting
To select an individual cell, click into that cell. It appears with a bold outline to indicate that it is selected.
To select multiple cells, start by clicking and holding a cell, and then dragging in any direction of the cells you also want to select.
To select a row, either select the multiple cells of the row as per instructions above, or click the row’s adjacent number on the left.
To select a column, either select the multiple cells of the column as per instructions above, or click the column’s adjacent letter on the top.
Adjusting Column Width
You can adjust a column width by clicking and holding the vertical column line in the letter row and dragging left or right.
You can adjust all the columns to the same width by selecting all the columns and then dragging the width of one column. That column width is then applied to all columns.
Adjusting Row Height
You can adjust a row height by clicking and holding the horizontal row line in the number column and dragging up or down.
You can adjust all the rows to the same height by selecting all the rows and then dragging the height of one row. That row height is then applied to all rows.
Shading or Colouring Row or Column
You can shade or add colour to a row or column, such as what might be preferred with the header row (i.e., the top row with the column titles) to distinguish it from the recipe rows.
Select the row or column and then from the ribbon bar at the top, click the down arrow of the fill button (i.e., the bucket) and select the desired shade or colour.
Bolding a Cell, Row or Column
To bold an individual cell, first click into the cell to select it, and then either click the bold button (i.e., the B button) from the ribbon bar at the top, or right-click and select the bold button, or select Ctrl + B on the keyboard.
To bold a whole row, first select the row and then either click the bold button (i.e., the B button) from the ribbon bar at the top, or right-click and select the bold button, or select Ctrl + B on the keyboard.
To bold a whole column, first select the column, and then either click the bold button (i.e., the B button) from the ribbon bar at the top, or right-click and select the bold button, or select Ctrl + B on the keyboard.
Aligning Text in Cells
Select the cell, row or column, and then choose your preferred alignment from the alignment buttons in the ribbon bar (indicated in screenshot below).
Word Wrapping Text in Cells
Select the cell, row or column, and then click the Wrap Text button in the ribbon bar (indicated in screenshot below).
Changing Fonts, Text Size and Text Colour
Select the cells of the text to be adjusted, and use the font, font size, and colour controls in the ribbon bar (indicated in screenshot below) to apply your changes.
Sorting and Filtering Data in a Column
You can customize what recipes are displayed in the Excel document by sorting and filtering data in a column.
First, apply the sort and filter function to the header row (i.e., the top row with the column titles) by selecting the header row, clicking the Sort & Filter button in the ribbon bar and selecting Filter (first screenshot below). Each column header is then presented with a down arrow (second screenshot below).
To sort data in a column, click the down arrow of a column header and select Sort A to Z or Sort Z to A.
To filter data in a column, click the down arrow of a column header and select or clear the data check boxes.
Hiding a Row or Column
To hide a row, select the row by clicking its associated number on the left, and then right-click and select Hide. The row is hidden as indicated by the narrow row height and the gap in the number sequence.
To hide a column, select the column by clicking its associated letter at the top, and then right-click and select Hide. The column is hidden as indicated by the narrow column width and the gap in the letter sequence.
“Unhiding” a Row or Column
To “unhide” a hidden row, select the horizontal line of the hidden row in the number row and adjust the height accordingly.
To “unhide” a hidden column, select the vertical line of the hidden column in the letter column and adjust the width accordingly.
Deleting Cell Content
Select the cell or cells to be deleted and then right-click and select Delete, or press Delete on your keyboard.
Deleting a Row or Column
To delete a row, select the row by clicking its associated number on the left, and then right-click and select Delete, or press Delete on your keyboard. T
o delete a column, select the column by clicking its associated letter at the top, and then right-click and select Delete, or press Delete on your keyboard.
Printing the Excel Report
When you print the Excel report, various options are available to determine how the content fits onto your printed pages (indicated in screenshot below). For example, legal size vs letter size, and landscape orientation vs portrait orientation.