If you want to use Excel to track and summarize your finances – particularly if you work with a non-profit where you need to track by projects – this book is for you. It helps ensure that your data is accurate and easy to analyze from the beginning. You will learn how to use a number of methods to analyze your data to make it easy for you to track budgets and performance to date. These techniques will also help you answer ad-hoc questions about your data. Click here to download the additional exercise files.
About the Author
The author is Anne Walsh, a freelance trainer based in Ireland, who has been working with Excel since it was Excel 5.0. She is a MOS Master Instructor and a former MCT (Microsoft Certified Trainer). She is the author of “Your Excel Survival Kit: Your guide to surviving and thriving in an Excel world” (2nd edition).
Preparation is key
Proper data setup
What are YOUR first steps?
Create and use tables
Creating dropdown lists
Setting up your payments with dropdown entries and formulas
Checks and balances
Checking your calculations – let’s try this
Some other useful stuff
What will I do with this data?
Using pivot tables to summarise your data
Another way to summarise your data – Use Sumifs() – a valued member of the IFS family…
Explain the function (and its siblings)
Some (maybe delightful?) quirks you should be aware of
Example of how to use it
Example two: Combine project category and expense category