Customer+List



Microsoft Office- Excel 2010 The purpose of this document is to organize the data from my dad’s company. The information was exported from his databases. I listed the customers, the city in which they live in, and their balance in an Excel 2010 file.
 * Transferred data from QuickBooks & Microsoft Small Business to an Excel file
 * o Formatted the information to form one list
 * o Named the worksheet “Customer List”
 * o Organized the information in alphabetical order under “City”
 * o Added a “table style” to the information
 * § Took away the “filter” under “Data”
 * o Added “Conditional Formatting” in order to display which customer owes the most
 * § Green=Nothing
 * § Red=A lot
 * § Yellow=Average
 * Created a pivot table
 * o Went to “Tables” under “Insert”
 * o Clicked on “PivotTable”
 * § Used the information in “Customer List”
 * o Formatted the “Pivot Table” to display “Last Name” & “Balance”
 * o Added “Conditional Formatting” in order to display which customer owes the most
 * § Green=Nothing
 * § Red=A lot
 * § Yellow=Average
 * o Sorted the information from largest to smallest under “Sum of Balance”
 * o Named the worksheet “Balance”
 * Created a pivot table and a chart in order to display which city will bring in the most income
 * o Went to “Tables” under “Insert”
 * o Clicked on “PivotChart”
 * § Used the information in “Customer List”
 * o Formatted the “PivotChart” to display “City” and “Balance”
 * o Added “Conditional Formatting” to the table in order to display which city will bring in most of the income
 * § Red=Most
 * § Green=None
 * § Yellow=Average
 * o Sorted the information from largest to smallest under “Sum of Balance”
 * o Named the worksheet “Balance per City”
 * Created a pie chart in order to display the information from “Balance per City”
 * o Inserted a “Pie”
 * o Clicked on “Select Data” under “Design”
 * o Used the data from the worksheet “ Balance per City”
 * How to change the case of text in Excel
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almeidaa5 Comment: Let me start off by saying that you have done a tremendously great job with this. Every skill in the Excel book has been used in the right way which made it so clear. I am sure if your dad's company can hire you, they will.