1. DYNAMIC EXCEL TIPS & TRICKS By Leslie Miller, MCEd February 11, 2010 Spokane Chapter ASWA

2. Introductions & Housekeeping Introductions URL instructions: http://edresources.org/ASWA2012 Overview Hands On

3. Dynamic Excel Tips & Tricks How are you at spinning plates? Spreadsheets are too labor intensive? Want to standardize some spreadsheet reports? What about external data? Do you really know the ins and outs of using the mid level or higher level functions of Excel? Don’t have time to deal with the hyperbole of an extended class? Here are the tools that you need to do your job - by someone who speaks “accountant”!

4. Just Show Me! Shortcuts Simple macros Subtotals Pivot tables Conditional formatting Hidden sheets Concatenating cells Data validation Solver Filtering Goal seeking

5. Basic Tools Paste Special: Intern error sample Paste Links Shortcut Macros (Auto fit) Auditing Tool Bar

6. Basic Tools Numbering ID ABC-1 works 27-ABC-1 works 1-ABC does not Grouping Tabs 3D References Hiding Gridlines using Macros Removing Duplicates Custom Formatting – KWH Custom Lists Hyperlinks (do not work with Chart Pages) Cover Pages

7. External Data Create “Live” Dashboards using external data. Use this same concept for integrating standard monthly data.

8. Raw Data This spreadsheet needs to provide more information, separate names, and additional criteria.

9. Subtotals Be sure to sort in ascending order the column you want the first subtotals to be assigned to. Click on the + or – to show or hide the detail for each department.

10. Filtering By Department Quick Tips: You can toggle your formulas by CTRL+ ~.

11. Advanced Filtering By Department and by Wages over 15.00 Quick Tips: Hide those rows or columns that you do not in your view. Set up Criteria for Advanced Filtering

12. Macros Create a simple “Auto Fit” Macro Create Departmental Macros

13. Concatenating Cells Combining Cells Result

14. Pivot Tables & Charts Quick Tips: Excel Options Advanced Items Display for worksheet No Grid Lines No Zeros to Print

15. Conditional Formatting Highlight largest and smallest items.

16. Hidden Sheets Excel 07: Right mouse click on tab Select “Hide” Excel 03: Go to Format Sheet Hide Quick Tips: Hold down the ALT key to adjust the size of an object and bypass the “snap to grid”.

17. Data Validation Set criteria that will be validated during input. This sheet shows those cells that do not fit the criteria.

18. Goal Seeker Quick Tips: Named Ranges will help make your formulas sensible.

19. Solver Left Brain: Logical Sequential Rational Analytical Objective Looks at parts Succinct Bullets Clear Concise Right Brain: Creative Artistic Colorful VerboseRandom IntuitiveHolistic Synthesizing Subjective Looks at wholes Right Brain: Creative Artistic Colorful VerboseRandom IntuitiveHolistic Synthesizing Subjective Looks at wholes

20. Solver You are a farmer who raises cattle and wheat on your farm. Your farm consists of 5000 acres of land usable for either wheat or cattle. You are limited to a maximum of 5,000,000 gallons of water during the year. What is the best mix of cattle and wheat to maximize your profit? REMEMBER: You can grow a partial acre of wheat but you cannot raise part of a cow! Your answers should reflect this small but vital point. As an experienced farmer:  It takes 10 acres to raise one head of beef; 1/50 of an acre produces one bushel of wheat.  The Current Market Price is $400.00 per head of beef; $2.20 per bushel of wheat.  Water usage for One cow is 1500 gallons of water during its time on your farm; one bushel of wheat requires 25 gallons of water during the growing season.  To be profitable, you must raise at least 50 head of cattle; 1000 acres of wheat (how many bushels is that?). Right Brain:

21. Solver Criteria: in “Accountant Speak” Left Brain:

22. Solver - Answer

23. October 6, 2015 23 Leslie Miller 509.321.3641 l.fraijo.miller@gmail.com Q&A Thank You! URL for file downloads – http://edresources.org/ASWA2012 URL for file downloads – http://edresources.org/ASWA2012