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Advanced Excel Dive Deeper into Microsoft Excel with this Spotlight Session on Advance Functionality GSCPA 2008 Fall Decision Makers Conference J. Carlton Collins [email protected]

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Advanced ExcelDive Deeper into Microsoft Excel with this Spotlight Session on Advance Functionality

GSCPA 2008 Fall Decision Makers Conference

J. Carlton [email protected]

Download the detailed Excel file used in this presentation at:

www.ASAResearch.com/excel

Session Objectives

The GSCPA Fall Decision Makers Conference Committee has asked me to cover some more advanced features, functionality and concepts

in Microsoft Excel to help CPAs who already have a good intermediate understanding of

Excel take their knowledge to the next level.

3 Chances For Free Microsoft Office 2007 Software

Attendees of the following GSCPA CPE courses will receive a free copy of Microsoft Office 2007 Small Business Edition ($495 SRP)

11/14/2008 Columbus, GA Excel CPA Case Studies (8 hours)

12/9/2008 Acworth, GA Excel for Advanced Users (8 hours)

12/11/2008 Duluth, GA Microsoft Office for CPAs (8 hours)

1. Validation

a. Drop Down List b. Dates, Whole Numbers, Decimalsc. Comments

Also:d. Color of Data Input Cellse. =TODAYf. =VLOOKUPg. Macro & Macro Buttons

2. Macros

a. Page Setup Macrob. Simply turn on macro recording, press

keys, turn off macro recordingc. No Spaces allowed in macro named. Assign macro to icon or object for

easy access e. Record in workbook vs. personal

macro workbookf. Absolute vs. relative reference

3. Protection

a. Locked Cellsb. Hidden Cellsc. Protect Sheet (Review Ribbon)d. Protect Sheet Options

4. Encryption

a. Save As, Tools, General Optionsb. 40 Bit vs 128 Bit

5. Formula Auditing

a. CTRL + ~b. Formula Auditing Tool Barc. Precedents & Dd. ependentse. Links to other worksheets or

workbooks

6. Hyperlinks

a. Textb. Objectsc. Text Boxd. Iconse. To Web Sitesf. To E-mail Addressesg. To Bookmarksh. To Other Files

7. Gantt Chart

8. Web Queries

a. Stock Portfolio Exampleb. Link to Ticker Symbolsc. Link Results to Portfoliod. Refreshe. Refresh All

9. Precision as Displayed

a. Exampleb. Worst Dialog Boxc. Auto Rounding and Truncating

10. Linear Regression Analysis

a. Simple Exampleb. Linear Regression Explainedc. More Complex Example

11. Tabs

a. Renameb. Colorc. Reorderd. Select Multiplee. Duplicate with CTRL + Drag

12. Excel 2007

a. Push Pinsb. Chart Improvementsc. Animate Excel Charts in PPT by Seriesd. Smart Arte. Headers & Footersf. Contextual Menusg. Quick Access Tool Bar

13. Set up Options

a. Always show full menusb. Uncheck move on enter c. Turn on transition keys so home key

takes you home

If Time Permits:

14. Fill in Missing Data a. By copying formula to blank cellsb. Simple Examplec. QuickBooks Example

15. SUMIF

16. The Subtotal Command

17. Pivot Tables

J. Carlton Collins, CPA Brief Biography

President of ASA ResearchAtlanta, Georgia

(770) 734-0950 Office (770) 734-0650 [email protected]

· 2008 & 2009 Chairman of the Southeast Accounting Show - the south's largest CPA event. · Named “Top Ten CPA Technologists” by Accounting Technologies Magazine. · Named “Top 100 Most Influential CPAs ” by Accounting Technologies Magazine in multiple years.· Has personally delivered over 1,500 technology lectures around the world.· Has published 80+ pages of accounting software articles in the Journal of Accountancy. · Recipient of the AICPA Lifetime Technical Contribution to the CPA Profession Award. · Recipient of the Outstanding Discussion Leader Award from the Georgia Society of CPAs. · Recipient of the Outstanding Discussion Leader Award from the Alabama Society of CPAs. · Selected by Microsoft to develop 24 hour training materials on Microsoft Office Accounting.· Lead author for PPC's Guide to Installing Microcomputer Accounting Systems. · Editor of a dozen Accounting Software and Technology web sites. · Has installed accounting systems for more than 200 companies.· Has assisted thousands with the selection of an appropriate accounting system.