How do I convert an excel download into a table?

Any Excel file that you download from Gabriel can be converted to a table by placing the cursor in the first heading box of the file.  This includes our Capital Campaign download, Fundraising Report (which is the example in this Solution article), Committee, Family or Member downloads, as well as Batch Report downloads.   

Once you've downloaded the file, you may want to format your excel file as a table.  Just like regular formatting, tables can improve the look and feel of your file, but more importantly, they also help to organize your content and make your data easier to use. Excel includes several tools and predefined table styles, allowing you to create tables quickly and easily.   

1.    Open the report and click Enable Editing.  Place your cursor in the first cell that contains your heading.   Be sure you are in the Home tab of the Excel file and go to Format as Table.  Click on the down arrow and you will be able to choose the table format you want. 

2.  A dialog box will appear, confirming the selected cell range for the table.  You will be able to see the selected cell range by the dashed moving box that surrounds all your data.  If your table has headers, check the box next to My table has headers, then click OK.  You have just created a table.  Tables include filtering by default. You can filter your data at any time using the drop-down arrows in the header cells.  For more on filtering proceed to Step 3.

3.  If your worksheet contains a lot of content, it can be difficult to find information quickly. Filters can be used to narrow down the data in your worksheet, allowing you to view only the information you need. Click the drop-down arrow for the column you want to filter and you will be presented with a pop-up box with many sort options.  When you filter your data it will be filtered, temporarily hiding any content that doesn't match the criteria. To restore all your data you simply need to click on the down arrow and select Clear Filter From... 

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