This video will teach you how to troubleshoot an address list in Excel. Learn a formula trick to deal with missing zeros in zip codes. Also perform a vlookup to find state abbreviations. And you will learn how to format proper case for names.
This post will teach you how to write an email to your donors that records the dollar amount of donation in the email body. You will need 3 software tools to make this happen. Word Excel Outlook First create an Excel spreadsheet with the headers of the name of the recipient, email, and amount donated. Then verify that you have the total amount donated. If your donors made several payments you will want to consolidate and make a clean list with one row per each donor and have the subtotals summed up. To start open up Word. Click the Mailings tab then choose Select Recipients–>Use an Existing List. Navigate to select the Excel file. [...]
In this video I teach you a simple way to add similar items in Excel. I was doing a roster update for my Cub Scout den and needed to get a count of how many boys are in each den. So I used the Countif function.
This video will teach you how to use a Vlookup formula in Excel when you do not want the range lookup to be false. Normally you want false on the last argument of the vlookup because you are trying to find an exact match. When you are looking for numbers within a sorted range lowest to highest. I explain how to segment your customers in the net promoter score which assigns numbers between 0 and 10. 9 and 10 is a promoter. 7 and 8 are Passive. 0 to 6 are detractors. Find out more about net promoter scores here.
In this video, I will teach you how to determine whether an individual made their sales goal, and if that is true, then calculate the commission rate using the Vlookup function in Excel to determine their total sales commission.
Are you new to budgeting? First start off by writing down your short and long term goals that you want to accomplish in your life. Second, write down your non-compromising values. Your budget should flow from your values and goals. Download my free monthly income and expense spreadsheet. Download my Income and Expense Monthly Tracker.