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How to Excel for PeopleSoft

​​​​This webpage pro​​vides various Microsoft Excel resources to enable and supp​ort data analysis in Peo​pleSoft.  ​ ​ ​

​​​​​​Below you will find video tutorials, detailed reference guides and any recorded webinars of previous trainings.  Note that new video tutorials, guide​s, and webinars will be added​ onto this site once ​​​​​available.​​​

​Video Tutorials​

​​How to Filter in Microsoft Excel link to video

​​​​​How to Filter in Microsoft Excel

This video will go over how to:

  • ​​​​​Filter​​ Data
  • Filter Multiple Fields
  • Filter by Color
  • Clear Filter
​​​How to Sort in Microsoft Excel​ link to video

​​​How to Sort in Microsoft Excel​

This video will go over how to:

  • ​​Select Data to Sort
  • Sort by Header
  • Sort by Field
  • Sort by Order
  • Sort by Multiple Fields
How to Subtotal in Microsoft Excel​ link to video

​​How to Subtotal in Microsoft Excel​

This video will go over how to:

  • ​​​​Sort Data to Subtotal
  • Subtotal by Field
  • Subtotal by Function
  • Apply Subtotal to Field​
How to​​​​ use SumIf in Microsoft Excel link to video

​​How to​​​​ use SumIf in Microsoft Excel

This video will go over how to:

  • ​​​Select Cell for Formula to Appear
  • ​Sum by Range
  • Sum by Criteria
  • Display Formula in a Single Cell or Multiple Cells​
How to use PivotTables (Basic)​ link to video
How to use PivotTables (Basic)​ 

This video will go over how to:

  • Select Data Set to Analyze
  • Add Fields to PivotTable
  • Filter on the Fund
  • Format the Values
How to use VLookUp in Microsoft Excel link to video

​How to use VLookUp in Microsoft Excel

This video will go over how to:

  • Use the Lookup Value
  • Use the Table Array
  • Use the Column Index Number
  • Use the Range Lookup
  • Reformat the Cell
How to use the OPEB Calculator in Microsoft Excel link to video

How to use the OPEB Calculator in Microsoft Excel

This video will go over:

  • What you will need to use the OPEB Calculator
  • Steps
  • How to enter Adjustments
  • How to transfer into PeopleSoft
How to Upload the General Ledger (GL) Journal into PeopleSoft in Microsoft Excel link to video

How to Upload the General Ledger (GL) Journal into PeopleSoft in Microsoft Excel

This video will go over:

  • What you will need to upload the GL Journal
  • Steps
  • Login to PeopleSoft
How to Import the Budget Import Template into PeopleSoft in Microsoft Excel link to video

​How to Import the Budget Import Template into PeopleSoft in Microsoft Excel

This video will go over:

  • Steps to Importing 
  • Completing the Template 
  • Login to PeopleSoft

Detailed Reference Guides (PDF)

Below you will find downloadable reference guides on various Excel functions.  ​​​

​​​Recorded Webinars

​​​For spreadsheet inquiries or future Excel trainings , please send us an email at ExcelTeam@sdcoe.net

For PeopleSoft resources,​ visit the Customer Resource Center (C​​RC) webpage for guides, as well as video demonstrations​.