Budget with Details - Working with a Month of Details

Budget with Details - Working with a Month of Details

Procedures to select a month of details from the Budget Details.

 

 

 

The following procedures are to assist anyone that has a need to view and work with specific dates in the Details section of the Budget spreadsheet.

Click on the Details tab in the Budget spreadsheet.

 

Click inside the Date column to sort Ascending or Descending.

 

Select the Ascending or Descending.

 

Ascending will display oldest date to current date.  Descending will display current date to oldest date.

 

 

Next, you will prepare to copy specific information into a blank Excel spreadsheet for viewing, filtering, etc.

 

 

On the Menu Bar of Excel, click on the white page symbol to indicate to open a new Excel spreadsheet.

 

 

 

 

 

 

 

 

Click back on the Details Tab within the Budget spreadsheet.

 

 

Now, we are going to copy the headings into the blank spreadsheet.

 

Click on the first column heading titled Fund.  Highlight all the columns by holding the Shift key, press the End key & press the right arrow key. 

 

Note:   Shift key + End key + right arrow key is a fast way to highlight or you can simply use your mouse to highlight.

 

Once column headings are highlighted, select the Copy icon from the menu bar.

 

 

 

Click back on the blank spreadsheet.  Select the Paste icon from the menu bar.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The titles will paste into the new spreadsheet.  

 

Click back on the Details tab in the Budget spreadsheet. 

 

Highlight the range of information you wish to copy to the new spreadsheets.  (i.e. highlight all of the January dates.

 

 

 

Once information is highlighted, select the Copy icon.

 

Click on the blank spreadsheet.  Click on the first cell below the Fund heading and select the Paste icon.

 

 

The information is now pasted into the new spreadsheet.

 

 

 

 

 

 

 

 

 

Format the columns.  To adjust the columns, click on the empty cell to the left of Column A.

 

This will highlight the entire spreadsheet.  Double-click on the white column divider between A & B columns.  This will automatically adjust all columns to the correct width.

 

Note:     Individual columns can be adjusted by clicking on the white column divider between each column.

 

 

 

 

You can add the filter option to the headings by selecting, Data, Filter, Auto Filter. 

 

This will place the drop down arrows on all the headings.

 

 

 

If you wish to save this document, select File, Save AS.  Select the location you wish to save this document and name the document.