Council Staff Skill Evaluation. To help local councils measure whether or not their
accounting staff have an adequate level of. Microsoft Excel expertise, the ...
Council Staff Skill Evaluation To help local councils measure whether or not their accounting staff have an adequate level of Microsoft Excel expertise, the Fiscal Management Team has developed a list of essential skills necessary to successfully accomplish tasks associated with the functions of PeopleSoft software. The Microsoft Excel skills assessment for PeopleSoft Financials is a tool to help measure the level of Excel expertise of your accounting staff. The skills are grouped in two categories: essential or other.
Microsoft Excel Skills Assessment for PeopleSoft Financials Participants should carefully review the skills listed below and complete the Yes or No column indicating those skills already mastered. Name:
Position:
Council Name:
Council No.
Enter an “X” to indicate whether you have mastered the Microsoft Excel skills. Yes
No
Essential Microsoft Excel—Spreadsheet Skills Understand the difference between workbooks and worksheets Open a blank worksheet Enter and edit data Rename a worksheet Move, copy, and paste data to one or more cells Copy and paste special Insert, delete, and format cells, rows, and columns Use the undo feature Print a worksheet and workbook Save a workbook Find and replace data
Yes
No
Essential Microsoft Excel—Spreadsheet Skills Hide and unhide columns and rows Format cells containing numbers Format cells containing text Use the AutoSum feature Use formula calculations to add, subtract, multiply and divide data in cells Insert, modify, and copy a formula Merge and split cells Filter data Sort data Move or copy a worksheet to another workbook Other Useful Microsoft Excel—Spreadsheet Skills Freeze panes in a spreadsheet Link cells between worksheets Link cells between workbooks Use pivot tables to summarize data Create, modify, and format a chart Insert pictures in charts Lock and unlock cells Protect and unprotect worksheets
Once you have completed this assessment, determine the appropriate course of action to ensure your council accounting personnel have mastered these skills. Training is often available from local resources such as community colleges or other local educational institutions.
