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
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
8. Web Queries
a. Stock Portfolio Exampleb. Link to Ticker Symbolsc. Link Results to Portfoliod. Refreshe. Refresh All
10. Linear Regression Analysis
a. Simple Exampleb. Linear Regression Explainedc. More Complex Example
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.