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Select any cell within the transaction list. Click the Sort By down arrow, and then click the Field you want to sort by.

Uploading grades to PeopleSoft from a spreadsheet Format your spreadsheet columns. Remove any column headings from your spreadsheet. Save your spreadsheet as a . csv file. To save an Excel spreadsheet as a . ... Go to the Teaching tab of MyU. Select the appropriate class grade roster, then click the "grade upload" button.

Here are nine ways to use excel in the banking and financial services industry: Create Graphics From Data. Leverage Forecasting in Excel. Analyze Data for Business Decisions. Enables Better Communication. Automate With Formulas. Facilitate Large Data Assessment. Use for Daily Business Processes. Keep Track of Payment Dates.

Import CSV First, you download the bank activity from the bank website as a CSV file. Then, in a new blank Excel workbook, you click the Data > From Text/CSV command in the Get & Transform ribbon group. In the resulting Import Data dialog, browse to the CSV file. Excel provides a preview of the data, as shown below.

With Money in Excel you'll be able to... Securely connect bank, credit card, investment, and loan accounts to view your financial information all in one place without ever leaving Excel. Keep your workbook up to date by syncing your latest transactions and account balances.

How to Create a Database in Excel Step 1: Set up a data spreadsheet framework. Open an Excel spreadsheet, place your cursor in the A1 cell, and type in your database title. ... Step 2: Add or import data. ... Step 3: Convert your data into a table. ... Step 4: Format the table. ... Step 5: Save your database spreadsheet.

You can automate bank reconciliations in Excel with functions such as VLOOKUP, SUMIF and COUNTIF to match transactions, check deposits and identify duplicate records.