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Microsoft Excel Mania Brian Kovar and Stacy Kovar.

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Presentation on theme: "Microsoft Excel Mania Brian Kovar and Stacy Kovar."— Presentation transcript:

1 Microsoft Excel Mania Brian Kovar and Stacy Kovar

2 Tips and Tricks What’s New in Excel 2016 Other Cool Features for Accounting

3 Introductions Stacy Kovar Brian Kovar

4 Agenda New in 2016  Integration across platforms, including tablet versions  Smart Lookup  Tell Me What You Want To Do  Forecast Sheet  Quick Analysis Tools Other Great Tools  Sparklines  Conditional Formatting  Pivot Tables, Slicers

5 Platform Integration Excel 2016 allows more seamless integration across Mac, PC and even tablet versions Use of cloud-base storage and sharing through One Drive for Office 365 users makes it easier to share and version documents The tablet version of Excel allows for much easier access to Excel anywhere, anytime

6 Smart Lookup Provides quick, web-based information on about any topic from within Excel and other Office applications Tell Me What You Want to Do Not just a help feature. See the menu options related to a specific task.

7 Forecast Sheet Feature For time-series data, you can create a forecast and show a trend line and upper and lower bound

8 Sparklines You know how to make a graph in Excel These are neat little graphs that show up in a single cell Great for visually representing underlying data Like any Excel graph, they update when you change the underlying data cells Great for creating a financial dashboard for a client

9 Conditional Formatting Conditional Formatting – Formats cells based on the data in the cell. Icon Sets – Put an icon in a cell based on the value in the cell. Data Bars – Represent the data visually, overlaid on the cell. Color Scales – changes the background color based on the values in the cell relative to other cells in the range.

10 Quick Analysis Tools Provide suggested analysis tools at the click of the mouse for a specific data set

11 Pivot Table Pivot Table – Summarize data of interest in a large database by the values in a field to better understand the data. For example, sales by region and salesperson, or expenses by month. Many software systems (SAP, for example) have similar tools built in.

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13 Slicers Allow you to easily filter the data in a PivotTable by Single or Multiple Fields. By adding a pivot table and slicers, you can actually create an interactive, data analysis application for users to generate their own data.

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