dynamic excel tips & tricks by leslie miller, mced february 11, 2010 spokane chapter aswa
TRANSCRIPT
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DYNAMICDYNAMICEXCEL TIPS & TRICKSEXCEL TIPS & TRICKS
By Leslie Miller, MCEdFebruary 11, 2010
Spokane Chapter ASWA
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Introductions & HousekeepingIntroductions & Housekeeping
• Introductions
• URL instructions:• http://edresources.org/ASWA2012
• Overview
• Hands On
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Dynamic Excel Tips & TricksDynamic 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”!
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Just Show Me!Just Show Me!• Shortcuts
• Simple macros
• Subtotals
• Pivot tables
• Conditional formatting
• Hidden sheets
• Concatenating cells
• Data validation
• Solver
• Filtering
• Goal seeking
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Basic ToolsBasic Tools• Paste Special:
• Intern error sample• Paste Links
• Shortcut Macros (Auto fit)• Auditing Tool Bar
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Basic ToolsBasic Tools
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External DataExternal Data
Create “Live” Dashboards using external data.
Use this same concept for integrating standard monthly data.
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Raw DataRaw DataThis spreadsheet needs to provide more information, separate names, and additional criteria.
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SubtotalsSubtotals
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.
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FilteringFiltering
By Department
Quick Tips:
You can toggle your formulas by CTRL+~.
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Advanced FilteringAdvanced 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
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MacrosMacros
Create a simple “Auto Fit” Macro
Create Departmental Macros
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Concatenating CellsConcatenating Cells
Combining Cells
Result
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Pivot Tables & ChartsPivot Tables & Charts
Quick Tips:
•Excel Options•Advanced Items•Display for worksheet
•No Grid Lines•No Zeros to Print
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Conditional FormattingConditional Formatting
Highlight largest and smallest items.
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Hidden SheetsHidden 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”.
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Data ValidationData Validation
Set criteria that will be validated during input.
This sheet shows those cells that do not fit the criteria.
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Goal SeekerGoal Seeker
Quick Tips:
Named Ranges will help make your formulas sensible.
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SolverSolverLeft Brain:
•Logical•Sequential•Rational•Analytical•Objective•Looks at parts•Succinct•Bullets•Clear•Concise
Right Right Brain:Brain:
Creative
Artistic
Colorful
Verbose
RandomRandom
Intuitive
HolisticHolistic
Synthesizing
Subjective
Looks at wholes
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SolverSolverYou 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:
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Solver Criteria: in “Accountant Solver Criteria: in “Accountant Speak”Speak”Left Brain:
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Solver - AnswerSolver - Answer
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April 19, 202323
Leslie Miller
509.321.3641
Q&A
Thank You!
URL for file downloads – http://edresources.org/ASWA2012