Let’s say we have the following report that shows total sales by product category by territory:
When we export this report to Excel, we’d like each territory to appear in its own worksheet and each worksheet named after its territory:
How do we make this work? Easy! 1) Put every group on its own page, and 2) name each page using the same field the group uses.
Step 1: Put each group on its own page
To put each group on its own page, open the group’s property window.
Then, in the Page Breaks category, put a check mark in the Between each instance of a group check box.
Click OK to complete this step.
Step 2: Name the pages of the group
With the group selected in the Row Groups panel, press F4 to open the Properties window.
Next, expand the Group property and look for the Page Name sub-property. From its dropdown, select <Expression…>.
In the Expression dialog, select the Fields category and then double-click on the same field the group uses; in this case that would be the Territory field.
A reference to the field appears in the window at the top of the Expression dialog.
Click OK and that’s it! Now, when you export the report to Excel, the worksheet names will match the group names!