Excel Skills for Interpreting Your Data for Finance

Presenter: Mary Martin

Welcome

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• Using Excel with Finance Reports

• Creating and working with PivotTables

• Final Questions

Agenda:

Using Excel with Finance Reports

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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?

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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

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Using Excel with Finance Reports

• To get a count of a specific itemNote: 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

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Using Excel with Finance Reports

• To subtotal your informationNote: 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

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Using Excel with Finance Reports

Creating and Working with PivotTables

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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

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Creating and Working with PivotTables

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Creating and Working with PivotTables

• Sign on to Lynda.com using your Onyen– http://software.sites.unc.edu/lynda

• 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

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Find slides, parking lot questions and other materials on ccinfo.unc.edu

For After the Conference

Final Questions