Collaborate on Rental Invoice Format in Excel for Human Resources with Ease Using airSlate SignNow

Rental invoice format in excel for Human Resources

[Music] hey there it's erin with time saving templates and today i'm going to be going over three quick and easy excel tips that you can implement today and these tips are things that i recently learned about in the last few years even though i've been using excel for a while so it may be something new that you hadn't used before even if you are using excel a lot but if you're new to excel these are also super easy so it's kind of funny that i didn't use these tips before so i'm going to be using one of the templates we have it's a kpi bonus calculation template and there is another video that explains how to use the bonus kpi template so i'll link to that in case you're interested in how this works but basically i've already entered some sample information in the green cells and the gray cells are formulas that we're using to calculate bonuses so bonus pool gets distributed as i keep adding employees but on to the excel tip that we're we're going to be going over three things today and the first one is when you have a lot of text within one cell and you want to have the enter key work so what i mean by this say that we're tracking the kpis here and i have several rows of data that i'm trying to that i want to appear here in this one cell for customer service um say i have these different metrics or things that we're we're tracking so i have three things i'm trying to fit here of course i would have to do right click format cells alignment and wrap text and then i'm and that's not actually the tip but that is a good tip if you need to wrap your your text so now i have this box that has these three different things but what i wanted i want to show you know one two and three on separate i want there to be a row break typically you know without looking i would say okay let me just do the space bar you know until you get there and then the spacing's off then you have to adjust it and you know it's taking extra time just to get it to look right so there's actually a better way to do this which i discovered when you're at the place you want the break just go to alt alt and enter and that's all you have to do so for number three alt and enter so that is tip number one is alt and enter if you want to break up text within one cell in your spreadsheet okay easy enough the next tip and this is how the template comes as is but for this tip i'm going to add a bunch of other columns to the right here i'm going to say that this is calculating based on people getting a score here okay say that i want to use this to calculate current year but i also want to add a bunch of columns to the right because i want to also pull in what was the previous year so say i also want to show 2021 and then after that i want to show 2022. now i need to go backwards 20 20. and then after that i want to show 2019. okay so this tip works great if you are working with spreadsheets that have columns and columns of data and it's just getting hard to scroll back and forth to find the information that you need and you want it to have like a clear presentation of you know just the information you need but you also don't want to delete the history or the background information because that will come in helpful when you're doing additional reviews and so just i'm just going to fill in some information here say that the previous year they had some bonuses here and before that it was just so we have a little bit of sample data to work with so what we can do if you are faced with that situation of too many columns you can always hide and i recommend this with the templates as well because a lot of times there's formulas and you would just highlight the columns right click and select hide but if you're always doing this there's another shortcut and that would be to group the data so just have the high the columns highlighted go to data and group so you'll see they add this line up here at the top and maybe you've worked with spreadsheets before that had these lines and you weren't sure what to do with them or you tried to avoid them well all it's going to do is hide those specific columns so now i just see the payout with proration i probably want to label it so i know this is 2021. uh but then next time i'm we're reviewing and i want to see show the additional detail then i can just click that button and go back and forth so that is a little bit faster than selecting hide and unhide one thing to notice too is you can't really do back to back groupings so what i mean by that is you need to have a space in between i tried to group this information next so it will let me do that because there's a space right here so i can ungroup 2020 i can ungroup 2021 but if i was like including that column it would just combine it all into one so let me let's see to ungroup you just click on ungroup and then group it again and then now you'll see the line is extended all the way across from 2021 to 2020. so now that's not really as helpful if i want to see 2021 and 2020 separately because it's gonna hide the entire so you do need to have something uh space in between when you're doing that okay and then you can also put it underneath so that helps a little bit but then i i'd want to redo that one too okay so i hope that helps that's how you can group and ungroup your columns and then easily just show the information that you want to show but then be able to quickly unhide so that you can review it so that is tip number two now the third tip has to do with the vlookup formula which if you're not that familiar with it there are a lot of videos about it i don't know if i have one specifically but i'll just show you real quick how it works so this is the formula where i've entered some information here at the bottom say that i'm in the employee number one scorecard and i'm looking at their current kpi metrics but and it's calculating their current bonus but say i want to pull in their previous year's bonus information well if it's all on the summary page i can do that with a vlookup so the tip is a shortcut within vlookup that has to do with this column so with a normal vlookup you're gonna usually do employee id or employee name and then you're going to go to the table and find that employee id or employee name highlight that and then drag it to where you want to go now from there i have to enter how many columns is it from b to o so i'm going to stop right there if you do vlookups very fast you may miss this and you're sitting there counting okay one two three four five six how many columns is it from b to o if you slow down it tells us right in the vlookup so let me do that again i'm doing employee name and then when you're referencing the data that you're trying to pull in start with the employee name and say i want to pull in this proration with payout with proration amount from last year whoops i already unclicked it now you can't see it it is so this is so easy to miss if you're not okay so pay attention to not gonna let go it's right here at the top you'll see this long number 104 857 who cares about that what you want to pay attention to is that times 14c that's the 14th column so that's all we need to know that's what we enter right here 14 and then of course usually i'm always entering false with vlookups if you want an exact match and then now i'm pulling in the previous year's bonus payout and then i could do the same for 2020 and 2019 so that's just a tip on getting that column count especially if you have columns and columns of data and you're not starting at the beginning it can be hard to know if you don't slow down and look at that that column count then you'll be sitting there trying to figure out how many columns is it or if you have columns hidden it's even harder to count you know if i had these columns hidden how am i going to sit there and count so those are the three tips i have for you today i hope this is helpful and let me know if you have any questions or if there's any other tips that you'd like to know about i'm happy to add them to the channel if you like this video please like and subscribe and also feel free to check out our free resources we have at time saving templates.com free resources there are a few different free template options and there's also a getting started with excel video guide that goes over several ways to if you're just getting started with using excel and you can find that on that page as well for the specific kpi template you can also find that if you go to shop and then human resources spreadsheets until next time don't forget that i'm here to help you streamline and save time when it comes to using your spreadsheets