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How to categorize spreadsheet deed

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welcome to this video that explains the use of a spreadsheet that contains Visual Basic macros that can quickly put data into different categories theres a copy of the spreadsheet available for download through the link in the description below so the many different situations in which users might want to put data into different categories an example Im gonna use to explain the spreadsheet is if someones got a bank statement I like Ive got over here and this is the type of data set that could be downloaded from most online banking portals so imagine youve got this set of data and you want to know how you spending money each month in other words how much on gas how much on food and things like that so in the first few minutes of this video Im gonna quickly run through how the macros work just so that viewers can get a quick idea of whether this is something that they might be interested in and then Ill go through again in a bit more detail just showing a couple of examples of ho

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How do I lock an Excel spreadsheet for editing by another user?

On the Review tab, click Protect Sheet. In the Allow all users of this worksheet to list, select the elements you want people to be able to change. Move the pointer to cells for which the Locked box is checked on the Protection tab of the Format Cells dialog box. By default, users are allowed to select locked cells.

How do I remove permissions from an Excel spreadsheet?

Go to the Share button in the upper-right side of Excel, or click on the File tab on the top menu and proceed to Share on the left sidebar. Find the user whose shared access you want to remove on the right pane. Right-click on the user and select Remove User from the drop-down menu.

Can you make subcategories in Excel?

1:14 9:54 How to Make Multi Category or Subcategory Chart in Excel YouTube Start of suggested clip End of suggested clip Lets start making the chart by having an active cell inside the data press ctrl-a to select theMoreLets start making the chart by having an active cell inside the data press ctrl-a to select the entire data including the main category sub categories and the amount go to insert tab. And then hit

How do you edit rights on an Excel spreadsheet?

Share your workbook Select Share. Set permissions. Allow editing is automatically checked. Uncheck this if you only want to give permission to view the file, not edit it. Enter the names or email addresses of who to share with. Add a message (optional). Select Send. Or, select Copy link to get a link to the file.

How do you categorize transactions in Excel?

Select any cell within the transaction list. On the Data Menu, click sort. Click the Sort By down arrow, and then click the Field you want to sort by. If want to sort by more than one field select the Then by boxes, select the fields you want to sort by, and then click ok.

How do you create a categorized list in Excel?

Follow these steps: Select the columns to sort. In the ribbon, click Data Sort. In the Sort popup window, in the Sort by drop-down, choose the column on which you need to sort. From the Order drop-down, select Custom List. In the Custom Lists box, select the list that you want, and then click OK to sort the worksheet.

How do I create a category list in Excel?

Create a drop-down list In a new worksheet, type the entries you want to appear in your drop-down list. Select the cell in the worksheet where you want the drop-down list. Go to the Data tab on the Ribbon, then Data Validation . On the Settings tab, in the Allow box, click List .

How do I change ownership of an Excel spreadsheet?

See Sharing Items for more information. At the top right corner of the sheet, report, or dashboard, select Share. In the Collaborators section of the sharing form, scroll to the person you want to make the new owner. Hover over their permission settings to reveal the dropdown and then select Make Owner.

How do you categorize in a spreadsheet?

Sorting levels Select a cell in the column you want to sort by. Click the Data tab, then select the Sort command. The Sort dialog box will appear. Click Add Level to add another column to sort by. Select the next column you want to sort by, then click OK. The worksheet will be sorted ing to the selected order.

What is the best way to categorize Data in Excel?

Use column labels to identify data Create column labels in the first row of the range of data by applying a different format to the data. Excel can then use these labels to create reports and to find and organize data.

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