Here's my Inception to Date Table sorted first by org number and then by fund number. I sorted this table first by org number because eventually I want to print reports for each principal investigator on my grants. Each principal investigator has his/her own org number. I then sorted the table by fund number because I will need to sub-total the budget, expenditures and encumbrances for each fund when I give the reports to each investigator.
I will eventually need a third sort by account number so that I can look-up the line item by account code and then sub-total the budget, expenditures and encumbrances by line item
Hopefully I will be able to add a column that calculates the remaining budget balance (budget minus expenditures minus encumbrances) once I learn how to do that in this course.
I'm not sure what the disadvantages would be to sorting the table information in this way.
1 comment:
It's really looking quite nice! I *was* able to open your file in Blackboard btw.
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