Excel Skills for Interpreting Your Data for Finance Presenter: Mary Martin

Welcome

3 Using Excel with Finance Reports Creating and working with PivotTables Final Questions Agenda:

Using Excel with Finance Reports

5 Using Excel with Finance Reports I have an Excel spreadsheet with Finance information for my department. – How can organize the information on the spreadsheet to get the answers I need?

6 Using Excel with Finance Reports To sort your information (by Emp Type for this example) Click on any single cell within the range to be sorted Click the Data tab and select Sort Select Emp Type from the Sort by drop-down list Click OK

7 Using Excel with Finance Reports To get a count of a specific item Note: Begin by sorting your report by job code description Highlight all rows for a specific Item The count displays at the bottom of the Excel file

8 Using Excel with Finance Reports To subtotal your information Note: Begin by sorting your report (by EMP Type for this example) Click the Data tab and select Subtotal Complete the Subtotal box as shown here, then click OK. The system inserts a subtotal for each job code description

9 Using Excel with Finance Reports

Creating and Working with PivotTables

11 Creating and Working with PivotTables PivotTables can be used to reorganize and summarize information from an Excel spreadsheet – The information should be in a list – There can be no gaps or blank rows – There can be no extra information around the list

12 Creating and Working with PivotTables

13 Creating and Working with PivotTables Sign on to Lynda.com using your Onyen – Brush up on your Excel skills – For example, learn more about pivot tables The courses are broken down into chapters consisting of several short tutorials (5 minutes or less) – Lynda.com keeps track of the courses you are working on, which makes it easy to break your learning into multiple sessions

14 Find slides, parking lot questions and other materials on ccinfo.unc.edu For After the Conference

Final Questions