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Step-by-Step Guide
To Sort Data and Create
PivotTables in Microsoft Excel
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This visual step-by-step PowerPoint guide
describes how to sort worksheet data (Pages 1 - 8) and how to create a
simple PivotTable (Pages 9 - 18) in Microsoft Excel. These are great tools for
prioritizing and consolidating worksheet data.
Quick Guide to Sorting Data and Creating PivotTables in Microsoft Excel - This handout will walk you through the basic steps to sort data or create a simple PivotTable in Microsoft Excel. Copy the Excel Training Worksheet to your computer to practice sorting and to arrange data in different ways by creating your own PivotTables. (Right click on the Excel Training Worksheet link above, click on "Save Target As..." then "Save" the file to your Excel folder. Open the Microsoft Excel program on your computer and click on the file "Excel Training Worksheet." You are ready to practice!) |
| TIPS & TOOLS - New information and reminders to help make your Requisition process faster and easier and to ensure your order is correct. |
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CUSTOMIZE REQUISITION FIELDS - 7 steps to customize the fields on your Requisition Form and Header Defaults pages so that only those fields you need to populate are visible. Note: All of our Requisition training materials have screenshots based on this customization. CUSTOMIZE REQUISITION PAGES - Personalize the tab order on any page in PeopleSoft so that you can navigate through page fields in the sequence you prefer. ULTRA EASY GUIDE FOR CREATING A REQUISITION (rev. Mar. 2007) Use this super step-by-step reference to create a Requisition quickly and easily. Great for the infrequent requester. Default Distribution Fields - You may request to have some or all of your Requisition distribution fields defaulted so that you don't have to type the data in each time you create a Requisition. Send an email to Joyce Baltierra at jlb7002 with your distribution default request. All fields can be easily overridden on the Header Defaults page. |
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QUICK REFERENCE GUIDE (rev. Aug. 2006) A lighter version of the Detailed Step-By-Step Guide for Creating a Requisition. Great for the new employee. |
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Detailed Step-By-Step Guides A. Logon to PeopleSoft & Change Password B. Customizing Requisition Pages C. Creating a Requisition (rev. Feb. 2006) D. Creating a Requisition with Split Distributions E. Printing a Requisition from the Main Menu F. Review/Approve Online Requisitions G. Review Requisition Information Additional information required for completing online requisitions: Buyer Assignments by Commodity and University Function Category Codes (rev. Dec. 2006) Listed by General Category, with Description, Category Code, associated Default account code and description, and buyer for the commodity/service. Category Codes for Recycled Products HSU is required to provide a Recycled Products Content Report to the Chancellor's Office each fiscal year. Using the Recycled Category Codes will automatically track the University's purchase quantity of recycled products and their dollar amounts. The list of Category Codes for Recycled Products provides both the Recycled Product Category Code and the Non-Recycled Product category code for: Glass, Paint, Paper Products, Office & Printing Paper, Lubricating Oils, Plastics, Solvents, and Steel. Please make sure you use these codes to ensure accurate tracking and reporting. Account Codes for Equipment Purchases (rev. Dec. 2006) https://cmsdev8.calstate.edu/psp/F8HUMTST/?cmd=login |