This webpage provides various Microsoft Excel resources to enable and support data analysis in PeopleSoft.
Below you will find video tutorials, detailed reference guides and any recorded webinars of previous trainings. Note that new video tutorials, guides, and webinars will be added onto this site once available.
Video Tutorials
| This video will go over how to:
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Filter Data
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Filter Multiple Fields
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Filter by Color
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Clear Filter
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 | This video will go over how to:
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Select Data to Sort
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Sort by Header
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Sort by Field
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Sort by Order
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Sort by Multiple Fields
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| This video will go over how to:
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Sort Data to Subtotal
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Subtotal by Field
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Subtotal by Function
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Apply Subtotal to Field
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This video will go over how to:
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Select Cell for Formula to Appear
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Sum by Range
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Sum by Criteria
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Display Formula in a Single Cell or Multiple Cells
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| 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
|
| 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
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| This video will go over: - What you will need to use the OPEB Calculator
- Steps
- How to enter Adjustments
- How to transfer into PeopleSoft
|
| This video will go over: - What you will need to upload the GL Journal
- Steps
- 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.
