I've never liked that label - "dummies." Let's change it to "newbies"! If you have never been exposed to something, you are ignorant, not stupid. Now with that established, I want to explain a few simple things for "newbie" entrepreneurs (and for your home office as well) to simplify your record keeping using Excel.
Nearly every computer has some form of Excel or spreadsheet software, and they operate in nearly the same way. When you open the program you're presented with a screen full of little boxes - called cells. On the left are numbered rows, and at the top are lettered columns. This gives you a convenient "name" for each little cell. The one on the top left is in column A, row 1, so it's called "cell A1." Got it? Its "address" is A1.
Let's say you want to make yourself a simple "database" of contacts so you can have easy access to contact information for everyone you know. You'd want to start typing in cell A1 and go across into B1, C1, etc. Type the column names (headers) you want to use. A1 could be first name, B1 last name, C1 phone number, D1 email address, and so on - type in every category you want to capture.
Then below that, in cell A2, start typing your data. First name: Joe, last name: Smith, and so on. Continue to add the specifics for each person. When you're done, guess what - you've built a simple spreadsheet! GO YOU!
Now for the sexy stuff. Let's say you want to find out who of your contacts live in your state. You don't have to poke through the entire thing to find them. You can sort! Click on any cell in your State column. On the top right of your menu at the top of your screen, you'll see something that looks like this:
When you click on the icon you get choices. So now, you can sort the state cells alphabetically, and easily see your Ohioans. There are other ways, more complex ways, to do the same thing, but this is the easy way, for you Newbies!
You can use this simple recordkeeping method for anything: checkbook balances, calendar entries, deadlines, medications, whatever you can think of. Take some time to poke around in Excel and learn other things you can do with it. Have fun!
Welcome! These stories, tips and tricks are intended to help you save time, and be more organized and effective in your work. New items will be added frequently so check back often.