Learn how to use a pivot table to filter the list of students in a report by high and save it to share reports with individual high schools.
This session is intended for secondary institutions active with StudentTracker 3.0.
Transcript
There are many ways to filter and export the reports to share them with individual high schools. Let's walk through how to do this with pivot tables.
With your workbook open, create a pivot table by going to the insert tab and selecting pivot table. Make sure a new worksheet is selected, then click okay.
Select High_School_Name and drag and drop it to rows. Then select your_unique_identifier and drag and drop it to values.
Now you have a table with a list of all individual high schools along with the count of all students who went to that high school.
To get a list of students who went to a particular high school, double click on a value. This will bring up a separate tab with the list of students.
Making sure that you're on the tab, go to file > save as. Enter a file name such as the high school's name ARR. Make sure that CSV is selected and then click save.
In the popup, it's going to alert you that you're only saving the current tab of the worksheet. Click okay.
Go back and do this for all remaining high schools. After you've done that, you're ready to share via your normal method. This concludes the tutorial.