2004 moms show

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2004 MOMS Conference

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Introducing an Excel Spreadsheet to automate Current Use process for Vermont Listers and Assessors

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Page 1: 2004 Moms Show

2004 MOMS

Conference

Page 2: 2004 Moms Show

Mark PaulsenColchester AssessorVALA

President

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Why are we Here?Use MS Excel for Current Use

Automate Calculations

Produce Notice to Taxpayers

Produce reports for file & PV&R

Make our lives easier

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VocabularyCells

Cell References

Worksheet

Workbook

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TopicsSharing Data

Within a cell (text & data)

Inside Worksheets

Between Worksheets

Labels

ReferencesFloating

Fixed

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TopicsProtection

Protecting a Worksheet

Allowing Edits of Specific Cells

Managing Protection

Editing or copying

Restoring protection

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TopicsUsing this Workbook

Entering Shared Data

Entering Property Data

Printing Reports & Notices

A Brighter Future

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Sharing DataEnter Town-wide Data only once for whole Town

Enter Property Data only once for each property

Move Shared Data where ever needed

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Sharing DataWithin a Cell

Mixing Text and Data

Within a WorksheetCell Reference

Within a WorkbookLabels

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Sharing Data within a Cell

=("You have the right to appeal these values. If you wish to pursue an appeal, you must file your appeal in writing with the Listers prior to 4:00 PM on "&(Date)&". Please be aware of the importance of this date; appeals received after "&(Date)&"--even if postmarked by "&(Date)&"--are untimely and cannot be heard. Please include a daytime telephone number to schedule the hearing.")

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Sharing Data within a Cell

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Sharing Data within a Worksheet

Notification to Taxpayer

Mailing Information (before shared data)

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Sharing Data within a Worksheet

Mailing Information (with shared data)

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Any cell can be given a name or label that can then be used throughout the workbook. Changing the value of the labeled cell will change that value everywhere the label is used.

Labels

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Values that are the same for all properties are entered or edited here. They automatically appear where ever the label is used.

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Labels in Action

Labels

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Labels in Action

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ReferencesFloating References

Change when copiedGood for ‘dragging’ calculations

Fixed ReferencesAlways go back to a specific cellA label is a fixed reference

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Floating References

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Fixed References(using locked cell addresses)

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Fixed References(using labels)

This section calculates the use values, but does not print on the final report.

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ProtectionPrevents changes to designated cells, worksheets or workbooks

Specific cells can be excluded,

and specific rules applied

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Applying Protection

From Excel Toolbar Select:

Tools

Protection

Protect Sheet (Off / On)

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Allowing EditsFrom Excel Toolbar Select:

Tools

Protection

Allow Users to Edit Ranges

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Protection Here and Now

Applied to protect formulas, and all pre-determined cells from user changes

Must be turned off to edit or copy worksheets

Must be turned on otherwise

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With Protection OnMost cells can’t be touched

Data fields may be used and values will move throughout the worksheet or workbook

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Using this Workbook

Entering Shared Data

Entering Property Data

Printing Reports and Notices

Notice to Taxpayer (Window)

Report to PV&R (with Highlights)

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A Brighter FutureCopying Year to Year

Changing Rates, Dates, etc.

Editing Property Data

Everything else is already done!

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TimeFor

Questions

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Contact Information

Mark Paulsen

P. O. Box 55

Colchester, VT 05446

(802) 655-0863

[email protected]

www.vtala.org

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