# How to Excel with CUFS Part 2 Excel 2010

Save this PDF as:

Size: px
Start display at page:

## Transcription

1 How to Excel with CUFS Part 2 Excel 2010 Course Manual Finance Training

2

3 Contents 1. Working with multiple worksheets 1.1 Inserting new worksheets Deleting sheets Moving and copying Excel worksheets Adding headers and footers Changing a worksheet tab colour 5 2. Lookup Tables 2.1 What are they? Creating a lookup table Using the lookup formula (VLOOKUP) 8 3. Relative and Absolute references 3.1 Relative references Absolute references Ranges of cells 11 4 The SUMIF function 4.1 Using the function wizard with the SUMIF function Pivot Tables 5.1 What are PivotTables? How to create Pivot Tables The Pivot Table Tool Bar Changing the level of data displayed Drilling down to see what a value consist of changing the fields displayed on the pivot table report Re-arranging the data displayed 22 How to Excel with CUFS Part 2 vs 0.1

4 1. Working with multiple worksheets and work books 1.1 Inserting new worksheets There are a number of ways of adding extra worksheets to your workbook. a) Click on the Insert icon on the Home tab of the ribbon b) Use the keyboard short cuts : Shift + F11 c) Click on the new worksheet icon at the bottom of the sheet 1.2 Deleting sheets Again there are a number of ways to do this. Option 1: Click on the Delete icon from the Home tab on the ribbon. Option 2 Right click on the worksheet tab and select Delete How to Excel with CUFS Part 2 vs 0.1 3

5 1.3 Moving and Copying Excel worksheets You can move or copy a sheet (or tab) from one Excel workbook to another. a) Open the workbook that you want to move the sheet to. b) Return to your original worksheet and right-click on the tab name c) Select Move or Copy d) Select from the drop down list the work book that you want your sheet copied into e) Specify exactly where in the new work book you want the sheet inserted. f) If appropriate, tick the Create a copy box g) Click on OK 1.4 Adding Headers and Footers It is very important that you include both headers and footers within your spreadsheet that detail amongst other things: What account codes/department/activities are covered What time period/accounting periods it relates to The source of the base data/information When the spreadsheet was prepared/ data extracted Name of the preparer Number of pages How to Excel with CUFS Part 2 vs 0.1 vs0.1 4

6 To insert a header a) Select the Header & Footer icon from the insert icon on the ribbon b) Either (i) type the required text directly into the field at the top of the page*, (ii) insert one of the elements into the header by clicking on it (iii) insert one of the template titles from the drop down list beneath the Header icon * Once you have manually created a header it will be added to the drop down list of template headers (such as Filename, Date etc) and is available for all the other sheets within your workbook. To insert a footer a) Simply click on the Go to Footer icon b) And then follow the same steps as used forcompleting the header 1.5 Changing a worksheet tab colour This is function may be particularly useful if your work book has numerous sheets and you want to visually group a number of different sheets together. A couple of examples of this are: You have sent your work book to someone else and you want them to review/update just the sheets which have green tabs Some of the sheets contain reference information only (i.e. the pink sheets) which is then used in the calculations undertaken on other sheets How to Excel with CUFS Part 2 vs 0.1 vs0.1 5

7 To set/change the colour: a) Right click on the worksheet tab name and select Tab Color b) Highlight from the palette the colour you would like. How to Excel with CUFS Part 2 vs 0.1 vs0.1 6

8 2. Lookup Tables 2.1 What are they? It is sometimes helpful to categorise items in a way that is meaningful to the department but not available in the standard CUFS output. e.g. Certain cost centres may be grouped together to form a particular division in a department; Transaction codes can be classified into generic sets (income, expenditure and balance sheet). You may have a separate spreadsheet holding local departmental budgets for particular cost centres. So, by assigning department defined categories to a collection of transactions, it is possible to turn CUFS data into tailored information in Excel. For example, in CUFS, all transaction codes beginning with A??? relate to expenditure on stipends and all codes beginning with E??? relate to consumables expenditure. So if a table is set up in Excel (such as the example below), it can then be referenced within a block of data, using a LOOKUP formula to add non-cufs information to your spreadsheet. 2.2 Creating a Look up Table a) Open up a new Excel workbook b) Simply enter your required reference information c) Give the worksheet tab and appropriate name d) Save The example below shows a lookup table that details the significance of the first character of the Transaction code segment. How to Excel with CUFS Part 2 vs 0.1 vs0.1 7

9 2.3 Using the Look-Up Formula (VLOOKUP) In the example below we have identified in column H the first character of the transaction code for each data line. What we would like to do now is to look up what this letter represents and detail this information in column I (Transaction Type). To do this we use a formula called VLOOKUP which looks-up information held in vertical columns within your reference look up table. a) Make sure that both your working spreadsheet and the workbook containing your look-up table are open. b) In your working spreadsheet click into the cell where you would like Excel to put the answer once it has performed its operations i.e. in the example above it would be cell I2. c) Enter an equal sign to put it into function mode and then start to enter the formula shown below being very careful not to miss out the commas or the \$ signs. How to Excel with CUFS Part 2 vs 0.1 vs0.1 8

10 The V stands for vertical meaning the formula searches up and down columns The reference for the cell content you want to look up Comma The worksheet location of your look up table (has to be in single quotation marks) The range of cells in the look up table that contain both the item to be looked up and the answer The column number in the table containing the answer By including the FALSE argument, #N/A will show in the result if your reference cannot be found in the table =VLOOKUP ( H2, Transaction Type \$B\$3:\$C\$28, 2 (i.e. the second column in the range you have highlighted in this case column C), FALSE ) Based on the content of the cell in column H, the formula looks at the source lookup table you created and brings back the corresponding description. d) Simply copy this formula down in your working spreadsheet How to Excel with CUFS Part 2 vs 0.1 vs0.1 9

11 3 Relative and Absolute cell references In the vlookup formula above we added in what we call absolute references (indicated in Excel by the \$) to the range of cells that we wanted 3.1 Relative references Normally if you are entering a formula that references two or more cells Excel uses the relative position of these cells to where you are in order to perform the calculation. E.g. Where the formula in cell D2 is = B2-C2 then excel looks at the cells in columns B and C which are in the same row as cell D2 If we copy this formula down to cell D3, Excel automatically updates the formula relative to its new position in row 3 and the formula becomes = B3-C3 3.2 Absolute references However, sometimes you want to maintain the original cell reference in the formula when you copy it down. So you need to create what we call absolute references E.g. In the example below to calculate the available budget left to spend at the end of August (D3) we entered the formula =B1-C3 However, if we simply copy this formula down to the rows below it will not generate the correct information. How to Excel with CUFS Part 2 vs 0.1 vs0.1 10

12 This is because in cell D4 it has automatically entered the relative reference of =B2- C4 which is clearly not we want. Instead we need to lock / make absolute the budget value in B1, this is done by adding in \$ signs to its cell reference within the formula i.e D3=\$B\$1-C3 By doing this, when you copy the formula down it always refers back to B1 for the budget, whilst it continues to update the year to date spend (column C) relative to the row you are in. 3.3 Ranges of cells In the VLookUp formula of the previous chapter the cell range within the look up table was B3:C28. We made all of these references absolute: \$B\$3:\$C\$28 This meant when you copied the formula down, the position of the answer in the look up table was unaffected by how many lines of data there was in your working spreadsheet and your relative position within it. How to Excel with CUFS Part 2 vs 0.1 vs0.1 11

13 An Alternative method An Alternative method of including an absolute range of cells in your formula is to name the cell range in the lookup table and then cross reference this name in your look up formula. This time when you enter the VLOOKUP formula you specify the range s name instead of its individual cell references and you don t need to worry about the absolute references. How to Excel with CUFS Part 2 vs 0.1 vs0.1 12

14 4. The SUMIF Function This function allows you to total all the individual entries of a particular category. In the example below, all the income and expenditure transactions on a trading account (source of funds GAAA) have been grouped together into various types. The SUMIF formula has then been applied to total all the transactions for each type in the source data and to display just the total for each within this worksheet. 4.1 Using the function wizard with the SUMIF Function Some Excel users prefer to use the function wizard to help learn and build more complex formulas. a) Position the cursor in the cell where the formula will go and Either click on the Function icon just below the ribbon How to Excel with CUFS Part 2 vs 0.1 vs0.1 13

15 Or select Insert function from the Formulas tab on the ribbon itself. The Insert Function window appears. b) In this window you can either type in a search - based on what you are trying to do or select a function from the lists. In this example we want to add a number of cells together, so, when you type add cells into the search box, Excel offers a selection of functions. Select SUMIF from the list and press OK c) The next part of the wizard invites you to select the cells (or ranges of cells) that contain: Range Criteria Sum range The column in the source data that contains the names of the Items you want it to total e.g. transaction types From the summary report the name of the particular transaction type you want it to look for e.g. Other Operating Income The column in the source data that contains the values you want it to add together for whichever criteria you have selected. How to Excel with CUFS Part 2 vs 0.1 vs0.1 14

16 d) All parts of the formula (the arguments) are now complete, press OK. e) The wizard will close down leaving the finished formula in the cell (with closing brackets added). How to Excel with CUFS Part 2 vs 0.1 vs0.1 15

17 5. Pivot Tables 5.1 What are pivot tables? Pivot tables are interactive tables in Excel that can quickly summarise or cross-tabulate large amounts of data. They allow you to: rotate rows and columns to see different layouts of the source data filter data and display with subtotals and show on different pages expand the pivot table to see details of one or more items drill down to create separate detailed data extracts create charts based on the data with a single click of the mouse Pivot tables also allow you to specify how you would like the data summarised by using functions such as count, sum and average. Subtotals and grand totals can be included automatically or you can define your own. You can create a pivot table from: A Microsoft Excel list or database Multiple Excel worksheets An external database Another pivot table The Scenario In Excel, analyse departmental expenditure on source of funds AAAA (Chest Nonpayroll) by exporting a standard report and creating a pivot table from the data. Method: Stage 1 Run the Transaction Code Balance Report -Exportable Save as a Text file and open up in Word to remove page breaks Import into Excel and save Stage 2 Create a look up table that provides descriptions for the first two letters of the transaction codes starting with E and F Insert three extra columns into the data spreadsheet and strip out the transaction code details Using the left function extract the first two characters of the transaction code and look up their description Stage 3 Select the whole sheet and go to Pivot Reports Create a pivot report where page = cost centre, rows = category description and data = sum of period activity How to Excel with CUFS Part 2 vs 0.1 vs0.1 16

18 5.2 How to create Pivot Tables a) In Excel, ensure all the columns in your data source have headings. Select the whole worksheet. b) From the Insert tab on the ribbon select Insert Pivot Table c) Specify your source data and where to put the Pivot table Check that you have the correct data source (i.e. your worksheet) selected. Ask for the pivot table report to be placed on a new worksheet Click OK How to Excel with CUFS Part 2 vs 0.1 vs0.1 17

19 d) Start to build your required report layout by selecting fields from within the PivotTable Field list on the right of the screen and dragging them into one of the following boxes at the bottom of the page: Report filter (acts a bit like a page break) Column Labels Row labels Values In this example, Transaction category balances are shown in a simple table. Note, this pivot table has the Cost Centre code as a filter (cell A1) the Cost Centre selection can be changed to show one, all or a selection of costs centres. The totals for each transaction code will then update according to the selections made. It is quite easy to change the table so the cost centre totals for each transaction category are displayed in columns. Simply drag the shaded Cost Centre code box down into the table (just above the Total cell) How to Excel with CUFS Part 2 vs 0.1 vs0.1 18

20 By default when you add a field to the values region it is displayed as Sum of. However, you can change the mathematical basis of this field. a) Click on the down arrow next to the item in the values region b) Selecting Value Field Settings from the context menu that pops up c) Select from the list the required alternative d) Use the Number Format button to format these cells appropriately. e) Click OK How to Excel with CUFS Part 2 vs 0.1 vs0.1 19

21 5.3 The Pivot Table Tool Bar Make sure that your curser is somewhere within your PivotTable and then above your ribbon a new tab entitled PivotTable Tools should be displayed. Simply click on this tab to open up the tool bar. 5.4 Changing the level of detail displayed If you double click on either a row or column field e.g. Audio visual an additional Show Detail window will appear and allow you to add more details to your report. How to Excel with CUFS Part 2 vs 0.1 vs0.1 20

22 5.5 Drilling down to see what a value consists of a) Double click on any individual value to see on a new sheet a breakdown of the component entries from your original source spreadsheet. A new worksheet opens Excel gathers all the lines of data that make up the total in the pivot table and displays it on a new sheet (or tab). So if you clicked on ten different totals in the pivot table, you would create ten additional sheets in the Excel work book Tip: Be careful to delete any additional sheets that you no longer require Excel workbooks containing pivot tables can double in size compared to those containing just the raw data. 5.6 Changing the fields displayed on the pivot table You can amend your pivot table and change the fields that are displayed by either adding new ones or removing existing ones. Simply click on the Field List icon in the ribbon Then tick or un-tick the required fields Or alternatively change their position in your report How to Excel with CUFS Part 2 vs 0.1 vs0.1 21

23 5.7 Re-arranging the data displayed By returning to the PivotTable Field List you can easily rearrange the layout of your report by dragging the field into a different region. As each field summarises multiple rows of information from the original data source this allows you to view the data in different ways. e.g. In the example below the Cost Centre has been transferred from the Report Filter region to the Row Labels region. How to Excel with CUFS Part 2 vs 0.1 vs0.1 22

24 And in this example we have transferred Cost Centre to the Column labels region How to Excel with CUFS Part 2 vs 0.1 vs0.1 23

### How to Excel with CUFS. Part 3. Course Manual. Finance Training

How to Excel with CUFS Part 3 Course Manual Finance Training Contents 1 Financial Information 1.1 Data vs. Information 2 1.2 Attributes of Quality Information 2 2 Pivot Tables 2.1 What are they? 4 2.2

### Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18

Basic Pivot Tables Pivot tables summarize data in a quick and easy way. In your job, you could use pivot tables to summarize actual expenses by fund type by object or total amounts. Make sure you do not

Advanced Excel Data Validation Excel has a feature called Data Validation, which will allow you to control what kind of information is typed into cells. 1. Select the cell(s) you wish to control. 2. Click

### Sage 500 ERP Intelligence Reporting Getting Started Guide 27.11.2012

Sage 500 ERP Intelligence Reporting Getting Started Guide 27.11.2012 Table of Contents 1.0 Getting started 3 2.0 Managing your reports 10 3.0 Defining report properties 18 4.0 Creating a simple PivotTable

### CREATING EXCEL PIVOT TABLES AND PIVOT CHARTS FOR LIBRARY QUESTIONNAIRE RESULTS

CREATING EXCEL PIVOT TABLES AND PIVOT CHARTS FOR LIBRARY QUESTIONNAIRE RESULTS An Excel Pivot Table is an interactive table that summarizes large amounts of data. It allows the user to view and manipulate

### Monthly Payroll to Finance Reconciliation Report: Access and Instructions

Monthly Payroll to Finance Reconciliation Report: Access and Instructions VCU Reporting Center... 2 Log in... 2 Open Folder... 3 Other Useful Information: Copying Sheets... 5 Creating Subtotals... 5 Outlining

### Overview What is a PivotTable? Benefits

Overview What is a PivotTable? Benefits Create a PivotTable Select Row & Column labels & Values Filtering & Sorting Calculations Data Details Refresh Data Design options Create a PivotChart Slicers Charts

Table of Contents Elements of An Excel Document... 2 Resizing and Hiding Columns and Rows... 3 Using Panes to Create Spreadsheet Headers... 3 Using the AutoFill Command... 4 Using AutoFill for Sequences...

### Functions & Data Analysis Tools

Functions & Data Analysis Tools Academic Computing Services www.ku.edu/acs Abstract: This workshop focuses on the functions and data analysis tools of Microsoft Excel. Topics included are the function

### Analyzing Excel Data Using Pivot Tables

NDUS Training and Documentation Analyzing Excel Data Using Pivot Tables Pivot Tables are interactive worksheet tables you can use to quickly and easily summarize, organize, analyze, and compare large amounts

### Microsoft Excel 2007 Consolidate Data & Analyze with Pivot Table Windows XP

Microsoft Excel 2007 Consolidate Data & Analyze with Pivot Table Windows XP Consolidate Data in Multiple Worksheets Example data is saved under Consolidation.xlsx workbook under ProductA through ProductD

### Excel Using Pivot Tables

Overview A PivotTable report is an interactive table that allows you to quickly group and summarise information from a data source. You can rearrange (or pivot) the table to display different perspectives

### Microsoft Excel 2010 Prepared by Computing Services at the Eastman School of Music July 2010

Microsoft Excel 2010 Prepared by Computing Services at the Eastman School of Music July 2010 Contents Microsoft Office Interface... 4 File Ribbon Tab... 5 Microsoft Office Quick Access Toolbar... 6 Appearance

### Excel 2007 - Using Pivot Tables

Overview A PivotTable report is an interactive table that allows you to quickly group and summarise information from a data source. You can rearrange (or pivot) the table to display different perspectives

### Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010

Produced by Flinders University Centre for Educational ICT PivotTables Excel 2010 CONTENTS Layout... 1 The Ribbon Bar... 2 Minimising the Ribbon Bar... 2 The File Tab... 3 What the Commands and Buttons

### Excel 2013 - Using Pivot Tables

Overview A PivotTable report is an interactive table that allows you to quickly group and summarise information from a data source. You can rearrange (or pivot) the table to display different perspectives

### Microsoft Office 2010: Access 2010, Excel 2010, Lync 2010 learning assets

Microsoft Office 2010: Access 2010, Excel 2010, Lync 2010 learning assets Simply type the id# in the search mechanism of ACS Skills Online to access the learning assets outlined below. Titles Microsoft

### 3 What s New in Excel 2007

3 What s New in Excel 2007 3.1 Overview of Excel 2007 Microsoft Office Excel 2007 is a spreadsheet program that enables you to enter, manipulate, calculate, and chart data. An Excel file is referred to

### STATEMENT OF TRANSACTION REPORT ANALYSIS USING EXCEL

STATEMENT OF TRANSACTION REPORT ANALYSIS USING EXCEL Excel can be used to analyze the MCPS Statement of Transaction EXCEL Report Selected Fields to more easily track expenses through the procurement cycle.

### MICROSOFT ACCESS STEP BY STEP GUIDE

IGCSE ICT SECTION 11 DATA MANIPULATION MICROSOFT ACCESS STEP BY STEP GUIDE Mark Nicholls ICT Lounge P a g e 1 Contents Task 35 details Page 3 Opening a new Database. Page 4 Importing.csv file into the

### Computer Training Centre University College Cork. Excel 2013 Pivot Tables

Computer Training Centre University College Cork Excel 2013 Pivot Tables Table of Contents Pivot Tables... 1 Changing the Value Field Settings... 2 Refreshing the Data... 3 Refresh Data when opening a

### EXCEL PIVOT TABLE David Geffen School of Medicine, UCLA Dean s Office Oct 2002

EXCEL PIVOT TABLE David Geffen School of Medicine, UCLA Dean s Office Oct 2002 Table of Contents Part I Creating a Pivot Table Excel Database......3 What is a Pivot Table...... 3 Creating Pivot Tables

### Advanced Excel Charts : Tables : Pivots : Macros

Advanced Excel Charts : Tables : Pivots : Macros Charts In Excel, charts are a great way to visualize your data. However, it is always good to remember some charts are not meant to display particular types

### Pivot Tables & Pivot Charts

Pivot Tables & Pivot Charts Pivot tables... 2 Creating pivot table using the wizard...2 The pivot table toolbar...5 Analysing data in a pivot table...5 Pivot Charts... 6 Creating a pivot chart using the

### Excel 2016 Tables & PivotTables

Excel 2016 Tables & A PivotTable is a summary of data from a data source and is very useful when you have a lot of data to analyze. Excel enable one to gather and present data in a custom/dynamic display.

### Excel 2007 Tutorials - Video File Attributes

Get Familiar with Excel 2007 42.40 3.02 The Excel 2007 Environment 4.10 0.19 Office Button 3.10 0.31 Quick Access Toolbar 3.10 0.33 Excel 2007 Ribbon 3.10 0.26 Home Tab 5.10 0.19 Insert Tab 3.10 0.19 Page

### Formatting Data. Format as a Table. Filter Data. Conditional Formatting. Eliminate Duplicate Records. Summarize Data: Subtotals

Formatting Data Format as a Table Filter Data Conditional Formatting Eliminate Duplicate Records Summarize Data: Subtotals Formatting Data Use the following options to format your data: Automatically adjust

### MICROSOFT EXCEL STEP BY STEP GUIDE

IGCSE ICT SECTION 14 DATA ANALYSIS MICROSOFT EXCEL STEP BY STEP GUIDE Mark Nicholls ICT Lounge Data Analysis Self Study Guide Contents Learning Outcomes Page 3 What is a Data Model?... Page 4 Spreadsheet

### Designed by Jason Wagner, Course Web Programmer, Office of e-learning ZPRELIMINARY INFORMATION... 1 LOADING THE INITIAL REPORT... 1 OUR EXAMPLE...

Excel & Cognos Designed by Jason Wagner, Course Web Programmer, Office of e-learning ZPRELIMINARY INFORMATION... 1 LOADING THE INITIAL REPORT... 1 OUR EXAMPLE... 2 DEFINED NAMES... 2 BUILDING THE DASHBOARD:

### Quick Guide to Excel (2013)

Quick Guide to Excel (2013) IT Documentation Team, December 2014 (Update April 2016) What s new in Excel 2013? Excel 2013 has a lighter, cleaner appearance than previous versions. Use this quick guide

### MICROSOFT ACCESS 2007 BOOK 2

MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened

### Using Excel as a Management Reporting Tool with your Minotaur Data. Exercise 1 Customer Item Profitability Reporting Tool for Management

Using Excel as a Management Reporting Tool with your Minotaur Data with Judith Kirkness These instruction sheets will help you learn: 1. How to export reports from Minotaur to Excel (these instructions

### Scott Harvey, Registrar Tri County Technical College. Using Excel Pivot Tables to Analyze Student Data

Scott Harvey, Registrar Tri County Technical College Using Excel Pivot Tables to Analyze Student Data 1Introduction to PivotTables 2Prepare the source data Discussion Points 3Create a PivotTable 5Show

### How to make a line graph using Excel 2007

How to make a line graph using Excel 2007 Format your data sheet Make sure you have a title and each column of data has a title. If you are entering data by hand, use time or the independent variable in

### EXCEL FINANCIAL USES

EXCEL FINANCIAL USES Table of Contents Page LESSON 1: FINANCIAL DOCUMENTS...1 Worksheet Design...1 Selecting a Template...2 Adding Data to a Template...3 Modifying Templates...3 Saving a New Workbook as

### Microsoft Excel 2013 Pivot Tables (Level 3)

IT Training Microsoft Excel 2013 Pivot Tables (Level 3) Contents Introduction... 1 Creating a Pivot Table... 1 A One-Dimensional Table... 2 A Two-Dimensional Table... 4 A Three-Dimensional Table... 5 Hiding

### BUSINESS DATA ANALYSIS WITH PIVOTTABLES

BUSINESS DATA ANALYSIS WITH PIVOTTABLES Jim Chen, Ph.D. Professor Norfolk State University 700 Park Avenue Norfolk, VA 23504 (757) 823-2564 jchen@nsu.edu BUSINESS DATA ANALYSIS WITH PIVOTTABLES INTRODUCTION

### By: Peter K. Mulwa MSc (UoN), PGDE (KU), BSc (KU) Email: Peter.kyalo@uonbi.ac.ke

SPREADSHEETS FOR MARKETING & SALES TRACKING - DATA ANALYSIS TOOLS USING MS EXCEL By: Peter K. Mulwa MSc (UoN), PGDE (KU), BSc (KU) Email: Peter.kyalo@uonbi.ac.ke Objectives By the end of the session, participants

### Using Excel for your assignments

[Type here] Using Excel for your assignments This document covers the basics of using Excel to perform simple data analysis and represent that data visually. Excel is a very powerful data analysis tool.

### Learning Services IT Guide. Access 2013

Learning Services IT Guide Access 2013 Microsoft Access is a programme which allows you to store a lot of information easily in the form of a database. For example you could create a database which stored

### APPLYING BENFORD'S LAW This PDF contains step-by-step instructions on how to apply Benford's law using Microsoft Excel, which is commonly used by

APPLYING BENFORD'S LAW This PDF contains step-by-step instructions on how to apply Benford's law using Microsoft Excel, which is commonly used by internal auditors around the world in their day-to-day

### Introduction to Microsoft Excel 2010

Introduction to Microsoft Excel 2010 Screen Elements Quick Access Toolbar The Ribbon Formula Bar Expand Formula Bar Button File Menu Vertical Scroll Worksheet Navigation Tabs Horizontal Scroll Bar Zoom

### How to Use a Data Spreadsheet: Excel

How to Use a Data Spreadsheet: Excel One does not necessarily have special statistical software to perform statistical analyses. Microsoft Office Excel can be used to run statistical procedures. Although

### Basic Microsoft Excel 2007

Basic Microsoft Excel 2007 The biggest difference between Excel 2007 and its predecessors is the new layout. All of the old functions are still there (with some new additions), but they are now located

### MICROSOFT EXCEL 2010 ANALYZE DATA

MICROSOFT EXCEL 2010 ANALYZE DATA Microsoft Excel 2010 Essential Analyze data Last Edited: 2012-07-09 1 Basic analyze data... 4 Use diagram to audit formulas... 4 Use Error Checking feature... 4 Use Evaluate

### WHAT S NEW IN MS EXCEL 2013

Contents Excel... 1 Filling empty cells using Flash Fill... 1 Filtering records using a Timeline... 2 Previewing with Quick Analysis... 4 Using Chart Advisor recommendations... 5 Finding errors and issues

### Microsoft Access 2010 handout

Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

### EXCEL 2007 VLOOKUP FOR BUDGET EXAMPLE

EXCEL 2007 VLOOKUP FOR BUDGET EXAMPLE 1 The primary reports used in the budgeting process, particularly for Financial Review, are the Quarterly Financial Review Reports. These expense and revenue reports

### Excel: Linking sheets and summary sheets

Excel: Linking sheets and summary sheets To make the content of one cell appear somewhere else Click in the destination cell and type = Click on the cell whose content you want to pull in and press ENTER

MS Excel Handout: Level 2 elearning Department 2016 Page 1 of 11 Contents Excel Environment:... 3 To create a new blank workbook:...3 To insert text:...4 Cell addresses:...4 To save the workbook:... 5

### Excel Pivot Tables. Blue Pecan Computer Training Ltd - Onsite Training Provider www.bluepecantraining.com :: 0800 6124105 :: info@bluepecan.co.

Excel Pivot Tables 1 Table of Contents Pivot Tables... 3 Preparing Data for a Pivot Table... 3 Creating a Dynamic Range for a Pivot Table... 3 Creating a Pivot Table... 4 Removing a Field... 5 Change the

### Excel 2007 A Beginners Guide

Excel 2007 A Beginners Guide Beginner Introduction The aim of this document is to introduce some basic techniques for using Excel to enter data, perform calculations and produce simple charts based on

### Importing TSM Data into Microsoft Excel using Microsoft Query

Importing TSM Data into Microsoft Excel using Microsoft Query An alternate way to report on TSM information is to use Microsoft Excel s import facilities using Microsoft Query to selectively import the

### Computer Training Centre University College Cork. Excel 2013 The Quick Analysis Tool

Computer Training Centre University College Cork Excel 2013 The Quick Analysis Tool Quick Analysis Tool The quick analysis tool is new to Excel 2013. This tool enables the user to quickly access features

### Excel 2003 PivotTables Summarizing, Analyzing, and Presenting Your Data

The Company Rocks Excel 2003 PivotTables Summarizing, Analyzing, and Presenting Step-by-step instructions to accompany video lessons Danny Rocks 5/19/2011 Creating PivotTables in Excel 2003 PivotTables

### Microsoft Access 2010 Overview of Basics

Opening Screen Access 2010 launches with a window allowing you to: create a new database from a template; create a new template from scratch; or open an existing database. Open existing Templates Create

### Table of Contents Overview... 1 Smartlists with Export Solutions... 2 Smartlist Builder/Excel Reporter... 3 Analysis Cubes... 4 MS Query...

Table of Contents Overview... 1 Smartlists with Export Solutions... 2 Smartlist Builder/Excel Reporter... 3 Analysis Cubes... 4 MS Query... 7 SQL Reporting Services... 10 MS Dynamics GP Report Templates...

### Excel 2003 A Beginners Guide

Excel 2003 A Beginners Guide Beginner Introduction The aim of this document is to introduce some basic techniques for using Excel to enter data, perform calculations and produce simple charts based on

### Excel 2003 Tutorial I

This tutorial was adapted from a tutorial by see its complete version at http://www.fgcu.edu/support/office2000/excel/index.html Excel 2003 Tutorial I Spreadsheet Basics Screen Layout Title bar Menu bar

### Pastel Evolution BIC. Getting Started Guide

Pastel Evolution BIC Getting Started Guide Table of Contents System Requirements... 4 How it Works... 5 Getting Started Guide... 6 Standard Reports Available... 6 Accessing the Pastel Evolution (BIC) Reports...

### Sage Intelligence Report Designer Add-In

Sage Intelligence Report Designer Add-In Q: What is Sage Intelligence Reporting? A: Sage Intelligence Reporting helps you to easily control, automate and analyze your data to make better informed decision,

### As in the example above, a Budget created on the computer typically has:

Activity Card Create a How will you ensure that your expenses do not exceed what you planned to invest or spend? You can create a budget to plan your expenditures and earnings. As a family, you can plan

### Indiana County Assessor Association Excel Excellence

Indiana County Assessor Association Excel Excellence Basic Excel Data Analysis Division August 2012 1 Agenda Lesson 1: The Benefits of Excel Lesson 2: The Basics of Excel Lesson 3: Hands On Exercises Lesson

### Excel 2007 Intermediate Documentation

Learning Outcomes Create complex formulas Utilize advanced (conditional) formatting Create and customize graphical displays Table of Contents Excel 2007 Intermediate Documentation The Center for Teaching,

ACADEMIC TECHNOLOGY SUPPORT Microsoft Excel: Tables & Pivot Tables ats@etsu.edu 439-8611 www.etsu.edu/ats Table of Contents: Overview... 1 Objectives... 1 1. What is an Excel Table?... 2 2. Creating Pivot

### ECDL. European Computer Driving Licence. Spreadsheet Software BCS ITQ Level 2. Syllabus Version 5.0

European Computer Driving Licence Spreadsheet Software BCS ITQ Level 2 Using Microsoft Excel 2010 Syllabus Version 5.0 This training, which has been approved by BCS, The Chartered Institute for IT, includes

### Personal Portfolios on Blackboard

Personal Portfolios on Blackboard This handout has four parts: 1. Creating Personal Portfolios p. 2-11 2. Creating Personal Artifacts p. 12-17 3. Sharing Personal Portfolios p. 18-22 4. Downloading Personal

### Getting Started Guide

Getting Started Guide Introduction... 3 What is Pastel Partner (BIC)?... 3 System Requirements... 4 Getting Started Guide... 6 Standard Reports Available... 6 Accessing the Pastel Partner (BIC) Reports...

Using Excel for a Gradebook: Advanced Gradebook Formulas Objective 1: Review Screen Layout Excel 2007 offers a new user interface. The top portion of the window has a new structure for Excel commands.

### Microsoft Excel 2010 Linking Worksheets and Workbooks

Microsoft Excel 2010 Linking Worksheets and Workbooks Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Microsoft Excel 2010: Linking Worksheets & Workbooks 1.5 hour Topics include

### Departmental Reporting in Microsoft Excel for Sage 50 Accounts

al Reporting in Microsoft Excel for Sage 50 Accounts 1 Introduction Whilst Sage 50 Accounts does already offer integrated Excel reporting functionality, we found that it was often missing the flexibility

### Create a New Database in Access 2010

Create a New Database in Access 2010 Table of Contents OVERVIEW... 1 CREATING A DATABASE... 1 ADDING TO A DATABASE... 2 CREATE A DATABASE BY USING A TEMPLATE... 2 CREATE A DATABASE WITHOUT USING A TEMPLATE...

### Microsoft EXCEL Training Level 3

Microsoft EXCEL Training Level 3 Introduction This tutorial covers creating and using a pivot table to extract different information from one data sample. This course will give you the skills to use a

### Using Pivot Tables in Microsoft Excel 2003

Using Pivot Tables in Microsoft Excel 2003 Introduction A Pivot Table is the name Excel gives to what is more commonly known as a cross-tabulation table. Such tables can be one, two or three-dimensional

### Sage 50-U.S. Edition Business Intelligence Getting Started Guide

Sage 50-U.S. Edition Business Intelligence Getting Started Guide Introduction What is Sage Business Intelligence? Organizations are increasingly suffering from information frustration, having to manage

CSCA0102 IT and Business Applications Chapter 6 Spreadsheet - Introduction Spreadsheet A spreadsheet (or spreadsheet program) is software that permits numerical data to be used and to perform automatic

### Migrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1

Migrating to Excel 2010 - Excel - Microsoft Office 1 of 1 In This Guide Microsoft Excel 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key

### Data Analysis with Microsoft Excel 2003

Data Analysis with Microsoft Excel 2003 Working with Lists: Microsoft Excel is an excellent tool to manage and manipulate lists. With the information you have in a list, you can sort and display data that

Advanced Microsoft Excel 2013 Introduction Microsoft Excel is program designed to efficiently manage spreadsheets and analyze data. It contains both basic and advanced features that anyone can learn. Once

### How to Use Excel for Law Firm Billing

How to Use Excel for Law Firm Billing FEATURED FACULTY: Staci Warne, Microsoft Certified Trainer (MCT) (801) 463-1213 computrainhelp@hotmail.com Staci Warne, Microsoft Certified Trainer (MCT) Staci Warne

### INTRODUCTION TO EXCEL

INTRODUCTION TO EXCEL 1 INTRODUCTION Anyone who has used a computer for more than just playing games will be aware of spreadsheets A spreadsheet is a versatile computer program (package) that enables you

### Microsoft Excel 2010 Part 3: Advanced Excel

CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Excel 2010 Part 3: Advanced Excel Winter 2015, Version 1.0 Table of Contents Introduction...2 Sorting Data...2 Sorting

### Using Microsoft Excel

Using Microsoft Excel in Excel Although calculations are one of the main uses for spreadsheets, Excel can do most of the hard work for you by using a formula. When you enter a formula in to a spreadsheet

### Tips and Tricks SAGE ACCPAC INTELLIGENCE

Tips and Tricks SAGE ACCPAC INTELLIGENCE 1 Table of Contents Auto e-mailing reports... 4 Automatically Running Macros... 7 Creating new Macros from Excel... 8 Compact Metadata Functionality... 9 Copying,

### Basic Excel Handbook

2 5 2 7 1 1 0 4 3 9 8 1 Basic Excel Handbook Version 3.6 May 6, 2008 Contents Contents... 1 Part I: Background Information...3 About This Handbook... 4 Excel Terminology... 5 Excel Terminology (cont.)...

### STC: Descriptive Statistics in Excel 2013. Running Descriptive and Correlational Analysis in Excel 2013

Running Descriptive and Correlational Analysis in Excel 2013 Tips for coding a survey Use short phrases for your data table headers to keep your worksheet neat, you can always edit the labels in tables

### MicroStrategy Desktop

MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from

A Quick Tour of F9 Table of Contents I. A Quick Tour of F9... 1 1. Getting Started... 1 2. Quick Trial Balance... 5 3. A More Dynamic Trial Balance... 7 II. The Fundamental F9 Formula... 9 1. The GL Function...

### Microsoft Excel Basics

COMMUNITY TECHNICAL SUPPORT Microsoft Excel Basics Introduction to Excel Click on the program icon in Launcher or the Microsoft Office Shortcut Bar. A worksheet is a grid, made up of columns, which are

### How to use Microsoft Excel 2007

Microsoft Office Excel is a powerful tool used to create and format spreadsheets. Spreadsheets allow information to be organized in rows and tables and analyzed with automatic mathematics. Spreadsheets

### Intermediate Microsoft Excel 2007

Intermediate Microsoft Excel 2007 Table of Contents ADVANCED FORMATTING... 2 FORMATTING NUMBERS... 2 WRAPPING TEXT... 3 EXPANDING THE FORMULA BAR... 3 THE MERGE AND CENTER FUNCTION... 4 INSERTING COMMENTS...

### ITS Training Class Charts and PivotTables Using Excel 2007

When you have a large amount of data and you need to get summary information and graph it, the PivotTable and PivotChart tools in Microsoft Excel will be the answer. The data does not need to be in one

### INTERMEDIATE Excel 2013

INTERMEDIATE Excel 2013 Information Technology September 1, 2014 1 P a g e Managing Workbooks Excel uses the term workbook for a file. The term worksheet refers to an individual spreadsheet within a workbook.

osborne books Working with Spreadsheets UPDATE SUPPLEMENT 2015 The AAT has recently updated its Study and Assessment Guide for the Spreadsheet Software Unit with some minor additions and clarifications.

### Analyzing Data Using Excel

Analyzing Data Using Excel What you will do: Create a spreadsheet Use formulas and basic formatting Import text files Save worksheets as web pages Add interactivity to web worksheets Use pivot tables Create

Intro to Excel spreadsheets What are the objectives of this document? The objectives of document are: 1. Familiarize you with what a spreadsheet is, how it works, and what its capabilities are; 2. Using