microsoft excel - carlton · pdf filemicrosoft excel functions, macros & data commands j....

Microsoft Excel Functions, Macros &
Data Commands
J. Carlton Collins, CPA ASA Research
Atlanta, Georgia 770.842.5902
[email protected]
A S A R e s e a r c h
mailto:[email protected]

Excel Functions, Macros & Data Commands
www.CarltonCollins.com Page 2 Copyright April 2011
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Table of Contents Course Information & NASBA Statement ....................................................................................... 5
Chapter 1 Excel Functions ............................................................................................................ 6
Chapter 2 The If Function........................................................................................................... 20
Chapter 3 Using Functions to Clean & Crunch Data .................................................................. 25
Chapter 4 Data Commands ........................................................................................................ 43
Chapter 5 - Macros ....................................................................................................................... 76
Chapter 6 Copy Shop Sales Order Case Study ........................................................................... 82
Chapter 7 Miscellaneous ........................................................................................................... 92
Chapter 8 XML Data ................................................................................................................... 19
Chapter 9 Whats New in Excel 2010 ....................................................................................... 127
Appendix - Instructors Biography .............................................................................................. 131
Additional Materials & Example Files on the Web at www.CarltonCollins.com:
The actual material covered will vary depending upon the knowledge level of the audience, questions from the audience, and based on Carltons polling the audience for areas of interest. Accordingly, much of the following web-based material is eligible and may be covered in this course, depending upon these factors.
Chapters, Sessions & Additional Topics Example Files
New Features in Excel 2010 61 New Functions in 2010 New Features in 2007 Missing Features in 2007 Excel Data Commands Copy Shop Case Study Excel Macros Excel Data Analysis Excel & the Internet Portfolio Case Study Advanced Excel Concepts Excel & Accounting Systems
File Carltons Top 75 Functions File Carltons IF Function File Carltons Data Cleaning File Carltons Copy Shop File - Carlton's Formula File File - Carlton's 50 Quick Tips File File - Data Bar Formatting File - More Functions File File - Data Commands File File - Roth IRA Analysis File - Gantt Example
The secret to a good lecture is to have a good beginning and a good ending and have the two as close together as possible.
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Excel Functions, Macros & Data Commands Course Information
Learning Objectives To increase the productivity of accountants and CPAs using Excels functions, macros, & data commands
Course Level Intermediate
Pre-Requisites Good Familiarity with Microsoft Excel
Advanced Preparation None
Presentation Method Live lecture using full color projection systems and live Internet access with follow up course materials
Recommended CPE Credit 8 hours
Handouts Templates, checklists, web examples, manual
Instructors J. Carlton Collins, CPA
AdvisorCPE is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the national Registry of CPE Sponsors, 150 Fourth Avenue, Nashville, TN, 37219-2417. Telephone: 615-880-4200.
Copyright April 2011, AdvisorCPE and Accounting Software Advisor, LLC 4480 Missendell Lane, Norcross, Georgia 30092 770.734.0450
All rights reserved. No part of this publication may be reproduced or transmitted in any form without the express written consent of AdvisorCPE or ASA Research, subsidiaries of Accounting Software Advisor, LLC. Request may be e-mailed to [email protected] or further information can be obtained by calling 770.734.0450 or by accessing the AdvisorCPE home page at: http://www.advisorcpe.com/ All trade names and trademarks used in these materials are the property of their respective manufacturers and/or owners. The use of trade names and trademarks used in these materials are not intended to convey endorsement of any other affiliations with these materials. Any abbreviations used herein are solely for the readers convenience and are not intended to compromise any trademarks. Some of the features discussed within this manual apply only to certain versions of Excel, and from time to time, Microsoft might remove some functionality. Microsoft Excel is known to contain numerous software bugs which may prevent the successful use of some features in some cases. AdvisorCPE makes no representations or warranty with respect to the contents of these materials and disclaims any implied warranties of merchantability of fitness for any particular use. The contents of these materials are subject to change without notice.
Contact Information for J. Carlton Collins [email protected]
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Chapter 1
Excel Functions

Introduction to Excel Functions Excel Functions are preprogrammed formulas that make the task of writing complex formulas easier. There are a total of 333 functions in Excel. These functions are separated into 11 categories as follows:
Categories & Number Of Functions In Each Category
1. Database Functions (12) 2. Date and Time Functions (20) 3. Engineering Functions (39) 4. Financial Functions (53) 5. Information Functions (17) 6. Logical Functions (6) 7. Lookup and Reference Functions (18) 8. Math and Trigonometry Functions (59) 9. Statistical Functions (80) 10. Text Functions (27) 11. External Functions (2)
Relevance to CPAs - Some Excel functions are more powerful th

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