Difficulty: Moderately Easy
Step1
Understand what needs to be done. You must be very clear on the changes that your boss wants you to make in the Excel workbook. If you don't get it done properly the first time, you will only need to do it again, so be sure you know what you need to do.
Step2
Start with the basics. Change the titles, column headings and numbers that need to be changed. Any text corrections are easiest to handle first.
Step3
Add any additional data that is needed. If your workbook goes to June and the July data is now available, your boss will probably want the tables to include the later data. Add additional rows and columns to reflect this new data and then enter the actual data.
Step4
Change the date. Whenever you have modified a workbook, you need to update the date so that it will reflect when the work was done. This is very important when handing in the modifications to your boss. The only time you wouldn't do this is if your boss is only looking for superficial changes and wants the date to stay the same.
Step5
Update the file. Your will want to save the file to a new name. This is a safeguard. If you overwrite the original file and you need it again, you wouldn't have it. This way you have two files and can make modifications to either one depending on circumstances.
Step6
Create a new worksheet. Instead of saving the file to a new name, you can hit on the "Sheet 2" tab and make a new worksheet. Copy the data as it appears on "Sheet 1" and paste it on "Sheet 2," make the changes and save the file. You now have the original data on "Sheet 1" and the modified data on "Sheet 2."
Step7
Make sure you have made all the modifications your boss has asked for and present him with the hard copy of the Excel workbook that you have modified.