
Education · Excel automation
Northgate Academy fees workbook
The bursar records each payment against an admission number chosen from a list. Every pupil’s balance and status, the collection rate by grade and the term dashboard update on their own, and the Balances sheet filters straight to who still owes.
- Excel
- SUMIFS and INDEX/MATCH
- Data validation
- Conditional formatting
- Charts
Read the case studyFictional client
