Notes - Session C - Excel & PeopleSoft (FIN Focus)

NOTES FROM THE PEOPLESOFT CONFERENCE 2018 (10/22/18)

Excel & PeopleSoft (FIN Focus)

Session C | Notes taken by Kay Pugh

- How did you get the formula to COPY all the way down?

- Use the corner of the cell select; the cursor will turn into a + sign. You can click the corner and drag down or double-click. Often it will copy down as far as the column next to it has data.

- How do you use CONDITIONAL FORMATTING (put the same color) across a row instead of a column?

- It works the same as the column, you set the parameters to refer to information in any of the other cells. You can add a new Rule to create the conditional format you’d like if it doesn’t currently exist as a part of the Excel version you are using. Select New Rule in the Conditional Formatting menu.

- How did you widen the column so quickly?

- You put the mouse on the the line between the column letter headers/labels and double-click. It will automatically make the column wide enough to accommodate the largest entry. It works for rows too by putting the cursor/mouse on the line between the row numbers off to the left and double-clicking.

- How does the dollar sign work to restrict data when you copy a formula?

- The dollar sign refers to an ABSOLUTE VALUE in a formula when you need some parameters not to vary when a formula is copied.
- $E2 will keep the column as E if a formula is copied left to right.
- E$2 will keep the row as 2 if a formula is copied top to bottom
- $E$2 will keep cell E2 in the parameters of a formula no matter where that formula is copied in the spreadsheet.

- Tory to find a tutorial, away from Excel help, on how to do the conditional formatting across a row instead of down a column.