IBA Transaction Data Submission Workbook
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Overview The IBA Transaction Data Submission Workbook is used to submit transaction data to the Institute of Business Appraisers (IBA). This document explains:
Downloading the Workbook File The filename for the workbook is IBA Transaction Data Submission.xls. To download a copy of the workbook file, click here. If your web browser asks if you want to open the file or save it to your system, choose to save it to your system. Entering Your Data "About You" Worksheet To enter your data into the workbook, start by completing the About You worksheet. The sheet collects the contact information we need to track the data you submit and credit it to your account. Please make sure the information is current and complete. We may need to contact you if there are any issues with your data or if we have any questions. Yellow Input Cells
Transaction Data Worksheets There are three different levels of transaction data that you can submit. Level 1 has the least number of data items and Level 3 has the most. The higher the data level, the more Universal Bucks you will be awarded for submitting the transaction. There are three worksheets (tabs at the bottom) for entering the transaction data, one for each of the data levels.
You can use any combination of the three worksheets, depending on how much data you have for each transaction. Feel free to enter some transactions in the Level 1 worksheet, some in Level 2, and some in Level 3. Please submit as much data as you can. If you have enough data to enter a transaction in the Level 3 worksheet, please do so
Dollars in Thousands ($000) Enter all dollar amounts in thousands, rounded to the nearest value. For example, for an actual amount of 456,789 you would enter 457. Field Definitions Each of the transaction data worksheets has a Definitions column. As you enter transaction data, the column may scroll out of sight. To see the column, use the Click Here for Definitions link in the upper left corner of the worksheet.
The following links access the complete field definitions for each of the transaction data worksheets: Submitting the Workbook To submit your completed workbook, attach
the workbook file to an email message and send it to:
jbrown@go-iba.org. |
As
you complete the worksheets, you will see that some input cells are shaded
yellow. These cells only accept input from a specified list. To use the
list, start by clicking on the cell. A small button with a down-pointing
wedge will appear next to the cell. Click on the button to open the list,
and then click on the item you want to select. You can also enter items
from the list by typing them into the cell, but the spelling must match
exactly. The match is not case sensitive. For example, you can enter “Yes”
or “yes”.
