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Argos, Excel and Pivot Tables

Argos, Excel and Pivot Tables. For DGAs by dummies. First things first, an Index list. Open Argos 1) Finance 2) Production 3)Department Financial Reporting 4) Chart V lists 5) Index reporting. Step by Step. 817. Sort by any category. Transaction detail report. Open Argos 1) Finance

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Argos, Excel and Pivot Tables

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  1. Argos, Excel and Pivot Tables For DGAs by dummies

  2. First things first, an Index list • Open Argos • 1) Finance • 2) Production • 3)Department Financial Reporting • 4) Chart V lists • 5) Index reporting

  3. Step by Step

  4. 817

  5. Sort by any category

  6. Transaction detail report • Open Argos • 1) Finance • 2) Production • 3)Department Financial Reporting • 4) Transaction Detail Reports

  7. Second verse same as the first

  8. Select Chart Select Fiscal Year Select Fiscal Period(s)

  9. Enter Fund 240004

  10. Go Vandals 6 May 19

  11. Select “Insert” from the control bar 2) Select “Table”

  12. Select “My table has headers” 2) Select “OK”

  13. 1) Select “Summarize with pivot table” 2) Select “OK” in “Create Pivot Table” box

  14. 1) Select the fields you want in your table

  15. 1) Select the fields you want in your table from column 1 1 2 2) Drag fields into the area where you want in column 2. 3) Your report auto fills in the spread sheet 4) This is a basic expense report.

  16. Soooooo, do ya want more detail? Let’s add a transaction description

  17. And then a Document Code

  18. THE FINAL AND MOST IMPORTANT STEP!!!!!!!! MAKE SURE YOU SAVE IT AS AN EXCEL FILE!!!!!! If you save it as a CSV file, you will lose all your work.

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