Microsoft Excel Tips Tricks Formula See Training Presented By Terry Freeman Director of Business Development BusinessTechPros

What is the Right Software Tool for the Job?

Microsoft Excel

Excel – Other Factors to consider.  What is your Goal for the Data your gathering.  Account Balances?  Estimating?  Billing?  Reporting?  Who Will be using the Spread Sheet? More than one at a time?  Difference between File locking and Cell locking (Excel Vs Access)  Excel Locks the Entire workbook when someone has it open  Access or SQL locks only the Cell that is being edited.

Microsoft Access Advantages

Microsoft Access Disadvantages

Should I use Microsoft Access or Excel or something Else?

Other Products  Salesforce (Cloud Based (SQL)) Management software to Track leads Customers, Vendors, and Employees.  Microsoft Dynamic CRM (Cloud based or local) Management software to Track leads Customers, Vendors, and Employees.  Sage Act. (Cloud or Local (SQL) Based) Management software to Track leads Customers, Vendors, and Employees.  Intuit QuickBooks – Cloud or Local – Create Estimates, invoicing, tracking Banking transactions, inventory, Accounting.  Crystal Reports – Reporting tool often used with SQL to run custom Reports.

We have Selected Excel for our Data!  Fast Starts  Using Templates  Excel Basics  Rows and Columns  Simple Formula’s  Formatting  Data Validation (Saving time Typing)  Locking Formulas to a Single Cell  Data Sorting  Page Security (locking Worksheets, and Cells)  Print outs (printing only what you want to print)  Quick References, Cheat Sheets and online Training.

Microsoft Excel - Don’t reinvent the wheel!  Using Templates.  Preloaded Templates  Searching for Templates  training, Microsoft Office, Microsoft Office Templates, Excel  Why use a Template  Time Saving  Pre-built Formula’s  “Nice looking out of the box”

Excel Basics.

Simple Formula’s  Addition 3+5=8  Averaging  Formatting Cells for Easy reading  Subtraction  Division  Multiplication  Formatting Cells  Font  Colors  Numbers  Borders

Addition

Average How to get the data you want with Formatting.

Subtraction 3 ways to do Subtraction How to show Formula’s Press and hold the Control Key + the ~ key. Pressing and holding the Control Key + the ~ key will return to the Value of the Cell.

Division Multiplication

Formatting Fonts Fonts Right Click the Cell or cells that you want to format and select the font items you like. Alternatively you can right click on a group of cells or the entire workbook and select format Cells to get more options.

Formatting Cell Colors

Formatting Numbers

Formatting Cell Borders

Data Validation Data Tab Data Validation Allow Any Value Whole Number Decimal List Date Time Text Length Custom Check Ignore Blank Check In a DropDown Click the Hilighted box left and browse and select your data. Box now has a Dropdown Box to select data from

Locking a Single Cell in a Formula string

Data Sorting Select Data to be sorted Data Tab Sort

Page Security (Locking Worksheets and Cells

Print outs (Printing only what you want to print) Use Filtering to remove unwanted lines

Questions

Quick References, Cheat Sheets, and online Training Training Tab This PowerPoint Presentation Seguin Chamber Excel Class