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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​.