Upon first opening the spreadsheet, save the file to your desktop or relevant folder.

This
will allow you to edit the contents of the spreadsheet.

When you open the spreadsheet, the estates will be arranged in such a way that the most
recent cases to have been added will be at the top (i.e. in order of date administration
completed). The spreadsheet order can easily be changed if required.

Arranging estates in A-Z/low to high order in Excel

Example- you wish to arrange the estates by surname

Click on column A, which in this example relates to the surnames. This will highlight
all of column A as shown below.

To sort A-Z, you can either click on the A-Z button on your toolbar..

..or click on Data, then sort..

A message will come up as follows:

Make sure that ‘Expand the selection’ is chosen. This is to ensure that the
forename/residence/date of birth information is also reorganised so that it still matches
the surname. Click on sort. You will now have all the surnames in A-Z order.

You can use the same procedure to sort forenames, dates and the net value.
Search for a specific word

Click on any cell in the spreadsheet, make sure nothing is highlighted in blue.

On your keyboard press Control (Ctrl), and while holding this button down also press
‘F’ on your keyboard. This will bring up a find and replace box:

Type in the word you are searching for. Click on Find All. This will list all the times
that word appears in the spreadsheet. The cell selection will automatically jump to the
first time the word appears. In the example below I have searched for the word
‘Ferryfield’. I can see there are 4 instances of this word appearing. The cell selection
has automatically jumped to the first time the word appears, here in cell D9:

Clicking on Find next will show you the other locations of the word you have searched
for.

Printing results

Pressing File- print- OK will print out all the pages in the spreadsheet.
To print out a selection, first highlight the rows you wish to print. In this example I want
to print out all the instances where the surname is Walker. I have arranged my results in
order of surname and see that there are two instances. Next I click on row 37, and
keeping my finger on the mouse button drag the cursor down to also highlight row 38,
so that both instances are highlighted.

Then, click File- print

You will get the below pop up, or something similar depending on your printer and
system. Under the print what option- select ‘selection’. To check what will print out you
can first click on ‘preview’. If you are happy click OK to print.