This guide is going to take you through step-by-step on how to use the Sort, Autosum, and Filter features in Excel.
These can be very useful features to learn as you will be able to quickly Sort and/or total any information from the reports you can download from Civica Scheduling.
Sorting in Excel is a very simple process and can be done in just a few clicks when you have the spreadsheet open you will first need to click on the 'Data' tab at the top of excel and then click on the 'Sort' button.
Once on the sort menu, you will be able to click on the drop-down boxes to specify what you would like to sort:
The first box will let you choose a column you would like to sort by.
The second box will ask you what you would like to sort the column on.
The third box will let you specify what order you would like to sort in.
Using autoSum is a very useful process for totaling a column in Excel for information such as total hours.
You will first need to highlight/select the column you would like to total, once you have done this you will need to then click on the AutoSum button at the top of Excel.
Once you click this, you will see some text appear at the bottom of the column that has a formula in, press enter and it will then total the entire selected column.
(Source: https://support.office.com/en-za/article/Use-AutoSum-to-sum-numbers-543941e7-e783-44ef-8317-7d1bb85fe706 )
One quick way you can filter is using the auto filter which can be done with clicking just one button. For instance, if you had a list of staff and you wanted to exclude archived staff you would use an auto filter to only show rows that are blank in the archived at the column.
Here is a guide from Microsoft: