1. Intermediate Excel for CPAs November 10, 2000

2. Your Instructor: w JULIA E. BENSON Assistant Professor 770-551-3140 jbenson@gpc.peachnet.edu

3. Excel Versions w Excel 97 w Excel 2000

4. Prerequisite Skills w Creating and opening workbooks w Cell references w Basic data entry and selection w Numeric formatting w Navigation w Saving and printing worksheets

5. Creating and Retrieving w Financial Workbooks w Financial Worksheets

6. Cell Addresses w Absolute w Relative w Mixed

7. Data Entry w Text w Values w Financial formulas point/create formulas w Financial functions

8. The Power of Recalculation w Allows for what-if financial analysis w Changes in values change formula/function results

9. Selection and Navigation w Point and click selection w Keyboard navigation w Copying data vs. moving data

10. Spreadsheet Management w Save Manual AutoSave w Print

11. Practice Review

12. Making Spreadsheets More Effective

13. Project Planning w What is your purpose? w What results do you desire? w Determine data available calculations needed w Design spreadsheet layout data entry

14. Customizing the Spreadsheet w Row Height/Column Width Use of ######### Menu Click and Drag Formatting AutoFit w Renaming Workbook Sheets

15. Mathematical/Financial Operators w+w-w/w*w%w^w&w+w-w/w*w%w^w& w = w <> w > w < w >= w <=

16. Order Of Operations w ( ) w % w ^ w * / w + - w & w = <> > = <=

17. AutoFill w Fill Handle w Drag-and-drop data/formula entry w Custom Lists

18. Ranges of Cells w Keyboard Selection w Mouse Selection w Contiguous vs. Random Selection w Clearing w Naming Ranges of Cells

19. Other Useful Tools w Freezing Frames Keep header row/column fixed in place w Spell Checking Toolbar Menu w Comments Annotating cells Viewing comments

20. Predefined Functions and the  Key w Now( ) w Today( )  Sum( ) and  w Average( ) w Count( ) w CountA( ) w Max( ) w Min( ) w Pmt( )

21. Practice Exercises 1 and 2A

22. Changing Attributes For Effective Presentations

23. Font Changes w Typeface w Size w Bold and Italic w Number Formats w Strikethrough w Subscript and Superscript

24. Aligning Cell Contents w Centering Across Columns w Center and Merge Cells

25. Inserting and deleting w Rows w Columns

26. Adding Cell Enhancements w Lines w Borders w Backgrounds w Patterns

27. Autoformat w Replicate cell formatting w Uses Format Painter tool

28. Printing Enhancement w Print Preview w Orientations Portrait Landscape w Headers & Footers

29. Scaling Printouts w Printing on one page

30. Practice Exercise 2B

31. Creating Charts & Graphs

32. The Chart Wizard w Four-step process w Creates chart/graph based on cells you select w Over 30 basic types of chart available Most types have several variations w Chart Toolbar

33. Graphic Enhancement w The Chart Toolbar w Moving/resizing w Changing chart type w Formatting chart components w Showing/hiding items w Text boxes

34. Printing Graphs w Allows display of financial information for better understanding/comprehension. w Graphs Only w Graphs With Spreadsheet

35. Saving Graphs w Saved automatically when worksheet saved

36. Practice Exercises 2C and 3

37. DATABASE CAPABILITIES OF EXCEL

38. Lists w Header row w Column labels w Formatting of headers and columns w Data

39. Data Forms for Input w Easy way to add/edit/delete records in a list w Header row specifies field names used in form w Navigate fields with tab w Navigate between records with Enter

40. Sorting Lists w Sort records in list w Based on one or more key fields Primary Secondary Tertiary w Ascending or Descending

41. Simple Autofiltering w Select records meeting specific criteria Data values Combinations of data values Top 10 All (unfilters) w Records filtered out are hidden, NOT deleted

42. Practice Exercise 4

43. EXTENDING DATABASE CAPABILITIES

44. Criteria Ranges w Criteria range defines filtering criteria area in worksheet independent of list at least two rows by one column

45. Advanced Filtering w Uses criteria ranges w May return records in place (hiding filtered records) w Or may copy filtered records to another location

46. Database Functions w Parallel statistical functions w Operate only on records satisfying established criteria

47. Common Database Functions: DSUM DAVERAGE DMAX DMIN DCOUNT DCOUNTA

48. Practice Exercise 5

49. THREE-DIMENSIONAL WORKBOOKS

50. Multisheet Workbooks w Moving worksheets w Copying worksheets w Displaying multiple worksheets w Selecting and grouping multiple worksheets

51. Three-Dimensional Cell References w Add worksheet reference to cell reference w Possible formats: WorksheetName!CR WorksheetName!CR:CR Worksheet1:Worksheet2!CR w Worksheet references are always absolute

52. SIMPLE MACROS

53. Recording New Macros w Determine macro actions ahead of time Write it out and test it before recording! w Create macro and give it a name w May save in Current workbook New workbook Macro workbook

54. Playback of Macros w Select active cell Determines starting location for relative references w Play back the macro w Results are same as if you had typed/clicked

55. Editing Macros w Requires editing actual Visual Basic code w May or may not require actual knowledge of Visual Basic

56. WHAT-IF FINANCIAL ANALYSIS

57. Performing What-If Financial Analysis w Set up original data and formulas w Determine variables to analyze w View results of modifying data on results

58. Scenarios w Create worksheet versions with different values for selected cells w Shows changing results from different values w Useful for complex analysis and summarizing results

59. Scenario Manager w Automates scenario creation w Specifies cells to change and values for cells w Invokes summary display on separate worksheet

60. Practice Exercise 6

61. The End Thank you for attending!