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Excel for Library Projects

This library guide supports the Minitex workshop series, Excel for Library Projects: Learn by Doing, running Sept-Dec 2024.

Session 1 Description

Project 1: Budget Projections

Let’s review and summarize a sample set of purchase orders for continuing resources to project serials budgets. For this project, we’ll format, sort, and filter our data. We’ll learn several ‘tricks’ to work more quickly in Excel. We’ll use Excel functions, sometimes also called formulas, to project inflation and to compare lists of purchase orders. We’ll use a pivot table to summarize our data.

This is a picture of a small pivot table.

What we'll learn: Excel vocabulary; basic formatting; sorting; filtering; basic pivot tables; basic calculations; functions: Xlookup(), IfError(), If(), combined functions.

Series & Session Introduction

Project 1 Data

Embedded Video of Session 1

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