7/25/2019 Excel Training Session

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Excel Training Note BO ZHOU

1. Data Consolidation Excel

function

i) Flo C!arge data "an to "un

ii) Data Consolidation for eac! la#$s

total c!arges

iii) %u&&ar' (age 1 *Data$

*Consolidate$ tic+ *To, ro$ and

*-eft colu&n$ %elect area fro&

eac! ta# "an to "un) O/

i0) Delete t!e incorrect colu&ns

*su&$ CCFN are incorrect

0) Data consolidation in 2-/U(

(T

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3. For&atting

i) -EFT4 -EN4 567HT4 86D andConditional For&atting

6nfor&er

ii) Data fro& Text ZF3 9 *Data$

iii) Data fro& :e# *Data$

i0) 5e&o0e du,licates 9 *Data$

0) Ta#le for&at error c!ec+ing

ZF;

0i) H',erlin+

0ii)Ta#le Free

7/25/2019 Excel Training Session

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>. %u& if 9 nita?. Count if 9 nita

@. :!at if 9 nitaA. 8orning Tea

. 2 H -oo+u,s

i) Fund &anage&ent

9 ZF; and 6nfor&er9 2loo+u, fund #alance and

N=

ii) 5e0enue C!ec+ing

Cu#e re,ort4 -ocal 7rant Data#ase

and 6nfor&er

9 Data for&atting9 Cross c!ec+ing 8etis4 Data#ase

%(

iii) %alar' C!ec+ing O,tional)

;. (i0ot Ta#le

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i) -ine ite&s re,ort

ii) 6nco&e and Ex,enses

iii) 6nsert (T into a ne ta#

i0) Field selections

0) Notes 6f t!e original ta# !as

#een c!anged4 t!e (T need to

#e *refres!$

Note Ot!er Ti,s

G. 8acros