Monthly Archive for November, 2015

Microsoft Excel: Your Christmas List

Christmas is nearly upon us and we know how stressful it can be trying to budget and keep on track of finances. So here’s a helpful tip showing how you can use Microsoft Excel to plan ahead.


Using Excel create you Christmas List. The one below is from one of our staff:


Christmas List 1










Using “=SUM(D5:D11)” we have calculated the total cost that has been spent on the presents.  With a small budget of £100 we can also calculate what’s left to spend.











Now using the Filter function in the Data tab we can see what has been bought for each person. This works great if you have many presents like Santa.


Now when you click the down arrow next to “Who for?” we get the options below.

Christmas List 4


Below we can see what happens when “Mum” and “Blanks” are selected. Excel counted our calculations as a default but this can be changed. Right next to the Filter button used earlier is a smaller “Advanced” button. In there you can define your range. (So Mum has 3 presents)


Christmas List 7Christmas List 8


We hope you found this helpful. Look out for more tips on our blog Microsoft Excel Tips page and on twitter