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NEP Online Reports Formatting Tips – Short list
Some instructions will only make sense in this document if you are running the same
version of Excel 2010 as I am. If you have not upgraded to this version, please contact
the CN help desk at 541-737-4177.
Login to NEP Online
 Click on the “Reports” button in the left sidebar.
 Select a fiscal year from the “Fiscal Year” drop down menu. The default display
is the current fiscal year. You will want 2015 to view reports for this fiscal year,
2015 for the Plan Process. This is an essential step to move to the selected
fiscal year report you would like.
 To view a report, click on the name of the report. (For Example, “Direct
Education Sessions” or “Planned Education”.
 A pop-up window will appear with the “Open with” option selected. Left click
“OK.” If Save comes up, just switch to Open.
 Please do the following steps in order:
Potential Formatting Tasks
1.
2.
3.
4.
5.
Save as Excel file (must do!)
Wrap Text
Delete Rows
Freeze Top Row
Adjust Individual Column Width
6.
7.
8.
9.
10.
AutoFit Row Height
Sort the Data
Expand the Size of the View
Set-up Filtering In Title Row
Set-up Summing Using Filters
1. Save as the file as an Excel Workbook
a. Select the office button, (top left corner of screen).
b. Hover over “Save As” and left click Excel Workbook
c. Choose location for the document.
d. Name and date the file
e. Left click “Save”.
2. Delete Rows - You must delete row 1 in order for other formatting functions to
work. The title of your report will remain as the document file name at the top of
the screen. Delete a blank row if it appears in row 2, or 3.
a. Right Click in the row number cell.
b. Left click “Delete”
c. Repeat this for any blank row that is between data rows.
3. Select all cells by left clicking in the upper left corner cell. This selects all cells
with data.
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4. Sort The Data (Using the
button may cause serious issues with the
sorting of long rows of data. It has proven to be a reliable process to do the
following instead.)
a. Left click on the Data tab from the main menu bar.
b. Left click on Sort icon.
c. In the pop-up, look to the right and Left click  My data has headers
d. Select a “Sort by” column. Sort by Education Delivery Location/Site or
Site name.
5. Set-up Filtering In Title Row –
a. Left click on the Data tab from the main menu bar.
b. Left click “Filter.”
c. Drop down menu arrows have now been added to each
column heading.
6. Wrap Text
a. Left click on the
button located on the Home page.
7. Stop Select all function - Left click anywhere in the blue body of the file.
8. Freeze Top Row (Keeps the top title row as you scroll through report pages)
a. Left click on the row number cell in row 1
to highlight the row.
b. Left click the “View” tab from the main
menu bar.
c. Left click “Freeze Panes” down arrow.
d. Left click “Freeze Top Row”.
9. Individual Column Width Adjustment (Helps readability)
a. Place the cursor on the horizontal line between two column letter headings
and to the right of the column you wish to resize (i.e., the line between
columns A and B will adjust the width of column A).
b. Left click, hold and drag the column to the desired width.
c. Scroll through document and repeat for columns with cells that have a lot
of words (for example, the Agency, Education Delivery Location, Audience
Type, Group Name, Staff Member, and especially Notes columns).
10. AutoFit Row Height (useful once you have expanded column widths)
a. Select all cells by left clicking in the upper left corner cell.
b. Left click on the Home tab from the main menu bar.
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c. Left click on the Format Cells drop down arrow.
d. Left click on AutoFit Row Height
11. Expand The Size Of The View (Optional)
a. In the lower right corner of the Worksheet are controls.
b. Left click on
to increase the size.
12. Set-up Summing Using Filters (This is for most of the reports, not all)
a. Make note of the first site name appearing in row 2 of the report.
b. Apply Filter to selected column titled “Site Name” by left clicking on the drop
down menu arrow.
c. In the drop down menu, left click on the  (Select all) to deselect the entire
set of data.
d. Then left click on the  “Site Name” in the d.
drop down menu.
e. Left click
f. Locate the first column that has numbers to
sum.
f.
e.
g. Left click and drag to the bottom of the data column plus the next
empty cell.
h. On the Home page, left click on AutoSum, then the “Enter” key on
your keyboard.
i. Bold the text in the total cell (Go to Home tab and click)
j. Left click in the total cell. Move curser to the lower right corner of the
total cell until a black plus sign appears.
k. Left click on the black plus sign and drag from that cell through the
row to the end of data sum cells. Then let go. Totals should appear
to the right. Delete the totals in columns that are not needed (such
as key messages).
+
J and K
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Additional filter icon
l.
Now, go back to the Group column filter and left click on the additional filter
icon.
m. In the drop down menu, left click on the  (Select all) to select the entire set of
data.
n. Left click
o. Once you do the above, the summing totals will work for all rows of data.
p. You can now filter for specific data and have totals for that data (For example,
filter up a specific site and see all totals for that site).
General Tip: Remember to left click on the save icon frequently while you are
reformatting report documents.
Save icon
Save! Save! Save!
If you need help with these steps:
Contact Jill Mills
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