Ungawakha Kanjani Amaspredishithi Ezindleko Nemali Engenayo ku-Microsoft Excel
Ukudala ispredishithi sezindleko nemali engenayo kungakusiza ukuthi uphathe izimali zakho. Lesi kungaba isipredishithi esilula esinikeza ukuqonda kuma-akhawunti akho futhi esilandelela izindleko zakho ezibalulekile. Nansi indlela yokwenza kuMicrosoft Excel.
Dala uhlu olulula
Kulesi sibonelo, sifuna nje ukugcina ulwazi oluthile oluyisisekelo mayelana ne-akhawunti ngayinye nemali engenayo. Akudingi ukucaciswa okuningiliziwe. Ngezansi kunesibonelo sohlu olulula olunedatha ethile yesampula.
Faka izihloko zekholomu ukuze uthole ulwazi ofuna ukulugcina mayelana ne-akhawunti ngayinye kanye nefomu lemali engenayo kanye nemigqa eminingana yedatha njengoba kuboniswe ngenhla. Cabanga ngendlela ofuna ukuyilandela le datha nokuthi ungabhekisela kanjani kuyo.
Le datha yesampula iwumhlahlandlela. Faka ulwazi ngendlela ewusizo kuwena.
Fometha uhlu njengethebula
Ukufometha ububanzi njengethebula kuzokwenza kube lula ukwenza izibalo nokulawula ifomethi.
Chofoza noma yikuphi phakathi kohlu lwakho lwedatha, bese ukhetha Faka > Ithebula.
Gqamisa ububanzi bedatha ofuna ukuyisebenzisa ohlwini lwakho. Qiniseka ukuthi ububanzi bulungile efasiteleni elithi Dala Ithebula nokuthi Ibhokisi Lami linezihloko lithikhiwe. Chofoza inkinobho ethi KULUNGILE ukuze udale ithebula lakho.
Uhlu manje selufomethwe njengethebula. Isitayela sesakhiwo esimisiwe esiluhlaza okwesibhakabhaka sizophinda sisetshenziswe.
Uma imigqa eyengeziwe yengezwa ohlwini, ithebula lizokhula ngokuzenzakalelayo futhi ukufometha kuzosetshenziswa emigqeni emisha.
Uma ufuna ukushintsha isitayela sefomethi yethebula, khetha ithebula lakho, uchofoze inkinobho Yokuklama Ithebula, bese uthi Okwengeziwe ekhoneni legalari Yezitayela Zethebula.
Lokhu kuzonweba igalari ngohlu lwezitayela ongakhetha kuzo.
Ungakwazi futhi ukudala iphethini yakho noma usule ekhona ngokuchofoza inkinobho ethi Sula.
Igama lethebula
Sizonikeza ithebula igama ukwenza kube lula ukubhekisela kumafomula nezinye izici ze-Excel.
Ukuze wenze lokhu, chofoza kuthebula bese ukhetha inkinobho ye-Table Design. Ukusuka lapho, faka igama elibalulekile njengokuthi “Accounts2020” ebhokisini Legama Lethebula.
Engeza isamba semali engenayo nezindleko
Ukufometha idatha yakho njengethebula kwenza kube lula ukwengeza ingqikithi yemigqa yemali engenayo nezindleko zakho.
Chofoza kuthebula, khetha Idizayini Yethebula, bese uqoka ibhokisi elithi Umugqa Ophelele.
Umugqa ophelele wengezwa phansi kwetafula. Ngokuzenzakalelayo, ukubala kuzokwenziwa kukholamu yokugcina.
Etafuleni lami, ikholomu yokugcina yikholomu yezindleko, ngakho la manani afinyezwa.
Chofoza iseli ofuna ukulisebenzisa ukuze ubale isamba kukholomu yemali engenayo, khetha umcibisholo wemenyu, bese ukhetha Bala Isamba.
Manje sekunesamba semali engenayo nezindleko.
Uma uneholo elisha noma izindleko ozozengeza, chofoza bese uhudula isibambo sokulinganisa esiluhlaza okwesibhakabhaka ekhoneni elingezansi kwesokudla setafula.
Idonsele phansi enanini lemigqa ofuna ukuyengeza.
Faka idatha entsha emigqeni engenalutho ngenhla Komugqa Ophelele. Amanani azobuyekezwa ngokuzenzakalelayo.
Fingqa imali engenayo nezindleko ngenyanga
Kubalulekile ukugcina isamba senani lemali engena ku-akhawunti yakho kanye nenani olisebenzisayo. Nokho, kuwusizo kakhulu ukubona lezi samba ziqoqwa ngenyanga futhi ubone ukuthi uchitha malini ezinhlotsheni zezindleko ezihlukene noma ezinhlotsheni ezihlukene zezindleko.
Ukuze uthole lezi zimpendulo, ungakha i-PivotTable.
Chofoza kuthebula, khetha ithebhu Yokuklama Ithebula, bese ukhetha Fingqa nge-PivotTable.
Iwindi elithi Dala i-PivotTable lizobonisa ithebula njengedatha ezosetshenziswa futhi libeke i-PivotTable ekhasini lokusebenza elisha. Chofoza inkinobho ethi KULUNGILE.
I-PivotTable ivela kwesokunxele, futhi uhlu lwezinkambu luvela kwesokudla.
Lena idemo esheshayo yokufingqa kalula izindleko nemali engenayo usebenzisa i-PivotTable.
Ukuze ubuke izindleko nemininingwane yemali engenayo ngenyanga, hudula Ikholomu Yosuku uye endaweni Yemigqa kanye nekholomu Yangaphakathi Nangaphandle uye endaweni Yamanani.
Qaphela ukuthi amakholomu angase aqanjwe ngendlela ehlukile.
Inkambu yedethi ihlelwa ngokuzenzakalelayo ibe yizinyanga. Izinkambu ezithi “ngaphakathi” kanye “nophumayo” ziyafingqwa.
Ku-PivotTable yesibili, ungabuka isifinyezo sezindleko zakho ngezigaba.
Chofoza bese uhudula inkambu Yesigaba kokuthi Imigqa kanye nenkambu ethi Phuma kokuthi Amanani.
I-PivotTable elandelayo idaliwe efinyeza izindleko ngesigaba.
Buyekeza imali engenayo nezindleko ze-PivotTables
Lapho wengeza imigqa emisha kuthebula Lemali Engenayo Nezindleko, khetha ithebhu Yedatha, chofoza umcibisholo othi Buyekeza Konke, bese ukhetha Buyekeza Konke ukuze ubuyekeze womabili amathebula e-pivot.
