Argos, Excel and Pivot Tables

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Argos, Excel and Pivot Tables
Presentation transcript:

Argos, Excel and Pivot Tables For DGAs by dummies

First things first, an Index list Open Argos 1) Finance 2) Production 3)Department Financial Reporting 4) Chart V lists 5) Index reporting

Step by Step

817

Sort by any category

Transaction detail report Open Argos 1) Finance 2) Production 3)Department Financial Reporting 4) Transaction Detail Reports

Second verse same as the first

Select Fiscal Period(s) Select Chart Select Fiscal Year Select Fiscal Period(s)

Enter Fund 240004

Go Vandals 6 May 19

Select “Insert” from the control bar 2) Select “Table”

Select “My table has headers” 2) Select “OK”

1) Select “Summarize with pivot table” 2) Select “OK” in “Create Pivot Table” box

1) Select the fields you want in your table

1) Select the fields you want in your table from column 1 2 2) Drag fields into the area where you want in column 2. 3) Your report auto fills in the spread sheet 4) This is a basic expense report.

Let’s add a transaction Soooooo, do ya want more detail? Let’s add a transaction description

And then a Document Code

MAKE SURE YOU SAVE IT AS AN EXCEL FILE!!!!!! THE FINAL AND MOST IMPORTANT STEP!!!!!!!! MAKE SURE YOU SAVE IT AS AN EXCEL FILE!!!!!! If you save it as a CSV file, you will lose all your work.