Objective:
- See total for Expenses with a particular UTMBS Code
- View all Expenses with E or X Codes
Environment:
- Excel
Additional Information:
Procedure:
- Create a CSV Export of Expenses using the steps here
- Open the file in Excel
- Optionally, remove an unnecessary column by right-clicking on the column and choosing Delete
- Click in the top-leftmost cell (A1)
- While holding the Shift key, click on the bottom-rightmost cell of the range
- Select the Home ribbon
- Choose Format as Table
- Select a formatting option
- Check the box beside My table has headers
- Click OK
- Right click anywhere in the table
- Choose Table > Totals Row
- Click on the dropdown arrow at the top of the UtbmsExpense column
- Uncheck Select All
- Check the boxes for the codes that you would like to include
- In the Total row, click into the Total column
- Click on the dropdown arrow that appears and choose Sum