#2 Gérer son association sur Excel : Les calculs

Introduction

This tutorial will guide you through managing your association using Excel, focusing on essential calculations. You'll learn how to utilize various Excel functions to efficiently track and analyze your association's data. This is particularly useful for non-profits and community groups looking to streamline their administrative tasks.

Step 1: Setting Up Your Excel Workbook

• Create a New Workbook
  • Open Excel and create a new workbook.
• Design Your Structure
  • Set up separate sheets for different data categories, such as Members, Finances, Events, etc.
• Label Your Columns
  • Use clear headings for each column (e.g., Name, Membership Fee, Date Joined).

Step 2: Inputting Data

• Enter Member Information
  • Fill in the member details in the Members sheet.
  • Include columns for contact information and membership status.
• Record Financial Transactions
  • In the Finances sheet, record all income and expenses.
  • Include columns for date, description, amount, and category.

Step 3: Using Basic Functions

• SUM Function
  • To calculate total income or expenses, use the SUM function:

    =SUM(B2:B10)
    

  • This adds up all values in the specified range.
• AVERAGE Function
  • To find the average membership fee:

    =AVERAGE(C2:C10)
    

• COUNT Function
  • To count the number of members:

    =COUNT(A2:A10)
    

Step 4: Implementing Conditional Formatting

• Highlight Important Data
  • Use conditional formatting to highlight overdue payments or membership renewals.
  • Select the range, go to Home > Conditional Formatting, and set your rules.

Step 5: Creating Charts for Visualization

• Insert Charts
  • Visualize your data by selecting your table and choosing Insert > Chart.
  • Choose appropriate chart types (bar, pie) to represent finances or membership growth.

Step 6: Using Advanced Functions

• IF Function
  • To categorize members based on status:

    =IF(D2="Active", "Current", "Inactive")
    

• VLOOKUP Function
  • To find member details based on their ID:

    =VLOOKUP(E2, A2:C10, 2, FALSE)
    

Step 7: Maintaining Your Workbook

• Regular Updates
  • Consistently update your workbook with new data to keep track of changes.
• Backup Your Data
  • Regularly save and back up your workbook to prevent data loss.

Conclusion

By following these steps, you can effectively manage your association's data using Excel. Mastering these calculations and functions will enhance your ability to track finances and member activities efficiently. For further learning, consider exploring advanced Excel functions or enrolling in online Excel courses to deepen your knowledge.