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

Excel & PeopleSoft (FIN Focus)

Session C | Notes taken by Kay Pugh

QUESTIONS ASKED

  1. How did you get the formula to COPY all the way down?
  1. 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.
  1. How do you use CONDITIONAL FORMATTING (put the same color) across a row instead of a column?
  1. 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.
  1. How did you widen the column so quickly?        
  1. 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.
  1. How does the dollar sign work to restrict data when you copy a formula?
  1. The dollar sign refers to an ABSOLUTE VALUE in a formula when you need some parameters not to vary when a formula is copied.  
  2. $E2 will keep the column as E if a formula is copied left to right.
  3. E$2 will keep the row as 2 if a formula is copied top to bottom
  4. $E$2 will keep cell E2 in the parameters of a formula no matter where that formula is copied in the spreadsheet.

ACTION ITEMS

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