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Process Note Library Excel Hints and Tips

Vesta Software Group – Finance Process Note Manual  
 Last Amendment Date: 03/11/2022Excel Hints and Tips Process Notes Contents Page
1.  Adding a Form to an Excel Table 2.  Add a Hyperlink into Excel 3.  Changing Data into a Table 

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 Adding a Form to an Excel Table Version Number 1.0 Section Excel Hints and Tips Date of implementation 05/10/2022 Date of Last Review 05/10/2022 Process Scope This process note will explain how to add a form to an excel table. Process Steps 1. Open your excel document, in order to add a form your document needs to be in a table format. 2. Select the drop-down arrow in the top left corner then select more commands

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 The below screen will appear 3. Select the drop-down option for ‘choose commands form’ and select All commands

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 4. Then hit ‘f’ on your keyboard and look for ‘Form’. Once you find form select the form line and click ‘Add > >’ and OK in the bottom right corner 5. A new button will appear in the top left corner that looks like a form

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 6. Select the form button and the below screen will appear. Select New and you can populate your data in a form format. Tips, Tricks and Troubleshooting

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 Adding a Hyperlink into Excel Version Number 1.0 Section EXCEL Date of implementation 05/10/2022 Date of Last Review 05/10/2022 Process Scope This process is used to add a hyperlink (email) to a excel document, so you can open the email straight off the excel document and don’t have to search for the email. Process Steps 1. Open the excel document that you require. 2. Click in the cell you want to add the hyperlink - example below: 3. Right click on the cell and select Link.

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 4. This screen will open - click on the folder to select what file you want to link. 5. Once you have selected the correct document, click on OK. 6. The link to the document that you have selected will then display in the cell as in the example below. Tips, Tricks and Troubleshooting

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 Changing Data into a Table Version Number 1.0 Section Excel Hints and Tips Date of implementation 05/10/2022 Date of Last Review 05/10/2022 Process Scope This process note will explain how to change your data into a table in excel. Process Steps 1. Open your excel document 2. Select your data and lines you want to convert into a table 3. Hit CTRL + T on your keyboard The below screen will appear. 4. If your data has headers leave the box ‘My Table has headers’ ticked and click OK.

Vesta Software Group – Finance Process Note Manual Last Amendment Date: 03/11/2022 Your lines will look like the below screen