Category Archives: How Excel is used at Work

As a Payroll Intern, I use Excel at work to reconcile a biweekly payroll. This includes (1) Organizing and sending out a FYTD Overtime Report to the Finance department, (2) Reconciling Employer/Employee healthcare payments, (3) Updating a master sheet with the payroll details of each employee, (4) Creating a check distribution sheet for individuals to sign when they retrieve their paychecks and (5) Archiving documents that is not needed in the office.

I started my first internship in the spring 2012. One benefit from it is that I learn the importance of Excel. Its function such as VLookup, Pivot Table and formulas will save a lot of time and increase the efficiency. Creating a neat and organized spreadsheet helps your reviewers understand better of your work. I want to expand my knowledge of Excel and aid me better in my second internship.

Keng(Janice) Yu

I work at a sales company as a bookkeeper.  I use Excel for three purposes: (1)To record daily transactions so my coworkers and I can easily track the status of the orders and check information such as prices, delivery date from shared file. (2) To calculate costs and prices. We have formulas entered, so each time I just need to enter a number and computer will do the calculaion, save a lot of time and avoid mistakes. (3) To communicate with outsiders. We type sample orders use Excel. And we send QuickBook generated Excel forms such as overdue invoices to customers. In conclusion, Excel is a very useful tool in our work. We can’t function properly without it.

I am constantly using excel at work. As I’ve stated in my blog profile, I am considered the excel “expert” at work and there is a lot of pressure when it comes to performing a task using excel. Actually today, I was asked to create a mail merge using excel. We recently changed our system from SIMS to CUNYfirst and there were a lot a glitches with the system. I was asked to create a letter template in word and extract data from excel using various formulas adding up and subtracting numbers for student bills. I also use excel for a committee that I am on to keep track of students who file for tuition liability appeals. What I like about using excel for this particular task is that I can filter out particular data using lists, such as how many students were approved or denied for an appeal in a particular academic year, or semester. And I can filter out the percentages of approval and denials of who actual determined the appeal. I have also used excel for creating data matrix’s for payroll purposes using the sum function, what if analysis, and linking worksheets, workbooks and Microsoft word. I also use excel to create pie charts, which I love because they give the data you create a nice visual without having to strain looking at loads of numbers.

Excel Rocks!!

Anthony Garafola–

Based on my research, business will use Excel to

“track product sales on a daily, weekly, monthly or quarterly basis. Collecting the sales data onto an Excel spreadsheet lets you compare progress over time, and spot upward or downward trends as they occur. According to Microsoft, once you have a meaningful amount of sales data tracked in Excel you can then forecast sales for the next year. Microsoft writes, “By using regression analysis, you can extend a trendline in a chart beyond the actual data to predict future values.””

People will also use it to create schedule, such as employee work schedule, loan amortization schedule.

For example,

“Businesses create basic employee and resource schedules with Excel that can be color-coded and designed to automatically update as the schedules change. Create weekly worksheets with column headings of each day, and name the rows based on hourly slots or work shifts. Fill in each slot with the employee or resource name for a given day. A conference room resource schedule sheet may have Monday from 9 a.m. to 10 a.m. marked for an executive meeting for example, while Tuesday from 10 a.m. to 11 a.m. is reserved for a conference call. All departments can work from the same resource sheet so that everyone knows when a given resource is available for use.”

Excel also have many kinds of schedule templates.

To use the schedule templeates: