By Leslie Miller, MCE

Presented to American Society of Women Accountants - Northwest Regional Conference

Bellevue, WAMay 31, 2008

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”!

Just Show Me!Just Show Me!ShortcutsSimple macrosSubtotalsPivot tablesConditional formattingHidden sheetsConcatenating cellsData validationSolverFilteringGoal seeking

Basic ToolsBasic ToolsPaste Special:

Intern error samplePaste Links

Shortcut Macros (Auto fit)Auditing Tool Bar

Basic ToolsBasic Tools

Numbering IDABC-1 works27-ABC-1 works1-ABC does not

Grouping Tabs3D ReferencesHiding Gridlines using MacrosRemoving DuplicatesCustom Formatting – KWHCustom ListsHyperlinks (do not work with Chart Pages)Cover Pages

External DataExternal Data

Create “Live” Dashboards using external data.

Use this same concept for integrating standard monthly data.

Create “Live” Dashboards using external data.

Use this same concept for integrating standard monthly data.

Raw DataRaw DataThis spreadsheet needs to provide more information, separate names, and additional criteria.

This spreadsheet needs to provide more information, separate names, and additional criteria.

SubtotalsSubtotals

Be sure to sort in ascending order the column you want the first subtotals to be assigned to.

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.

Click on the + or – to show or hide the detail for each department.

FilteringFiltering

By Department

Quick Tips:You can toggle your formulas by

CTRL+~.

Quick Tips:You can toggle your formulas by

CTRL+~.

Advanced FilteringAdvanced Filtering

By Department and by Wages over 15.00

By Department and by Wages over 15.00

Quick Tips:Hide those rows or columns that you do not in your view.

Quick Tips:Hide those rows or columns that you do not in your view.

Set up Criteria for Advanced Filtering

Set up Criteria for Advanced Filtering

MacrosMacros

Create a simple “Auto Fit” Macro

Create a simple “Auto Fit” Macro

Create Departmental Macros

Create Departmental Macros

Concatenating CellsConcatenating CellsCombining CellsCombining Cells

ResultResult

Pivot Tables & ChartsPivot Tables & Charts

Quick Tips:

•Excel Options•Advanced Items•Display for worksheet

•No Grid Lines•No Zeros to Print

Quick Tips:

•Excel Options•Advanced Items•Display for worksheet

•No Grid Lines•No Zeros to Print

Conditional FormattingConditional Formatting

Highlight largest and smallest items.

Highlight largest and smallest items.

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”.

Quick Tips:

•Hold down the ALT key to adjust the size of an object and bypass the “snap to grid”.

Data ValidationData Validation

Set criteria that will be validated during input.

This sheet shows those cells that do not fit the criteria.

Set criteria that will be validated during input.

This sheet shows those cells that do not fit the criteria.

Goal SeekerGoal Seeker

Quick Tips:

Named Ranges will help make your formulas sensible.

Quick Tips:

Named Ranges will help make your formulas sensible.

SolverSolverRight Brain:Left Brain:

LogicalSequentialRationalAnalyticalObjectiveLooks at parts

CreativeArtistic

ColorfulVerboseRandomIntuitiveHolistic

SynthesizingSubjective

Looks at wholes

Solver - Right Brain:Solver - Right Brain:

You 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.

Watch for glazed eyeballs…..(too many words)Watch for glazed eyeballs…..(too many words)

As an experienced farmer: It takes

10 acres to raise one head of beef. 1/50 of an acre produces one bushel

of wheat.

Current Market Price $400.00 per head of beef. $2.20 per bushel of wheat.

Water One cow will drink 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?).

Solver - Left Brain:Solver - Left Brain:Left Brain:

Solver - AnswerSolver - Answer

Custom DashboardsCustom Dashboards

Commercial DashboardsCommercial DashboardsQuarter Ended

1st Qtr.

2nd Qtr.

3rd Qtr. 4th Qtr. Total

Fiscal year 2003

Revenue$7,74

6 $8,541 $7,83

5 $8,065 $32,187

Gross profit 6,402 6,404 6,561 6,761 26,128

Net income 2,041 1,865 2,142 1,483 7,531

Basic earnings per share 0.19 0.17 0.2 0.14 0.7

Diluted earnings per share 0.19 0.17 0.2 0.14 0.69

Fiscal year 2004

Revenue$8,21

5 $10,15

3 $9,17

5 $9,292 $36,835

Gross profit 6,735 7,809 7,764 7,811 30,119

Net income 2,614 1,549 1,315 2,690 8,168

Basic earnings per share 0.24 0.14 0.12 0.25 0.76

Diluted earnings per share 0.24 0.14 0.12 0.25 0.75

Fiscal year 2005

Revenue$9,18

9 $10,81

8 $9,62

0 $10,16

1 $39,788

Gross profit 7,720 8,896 8,221 8,751 33,588

Net income 2,528 3,463 2,563 3,700 12,254

Basic earnings per share 0.23 0.32 0.24 0.34 1.13

Diluted earnings per share 0.23 0.32 0.23 0.34 1.12

(1) Includes charges totaling $750 million (pre-tax) related to the Fabrikam settlement and $1.15 billion in impairments of investments.

(2) Includes stock-based compensation charges totaling $2.2 billion for the employee stock option transfer program.

(3) Includes charges totaling $756 million (pre-tax) related to Contoso subsidiaries and other matters.

Fiscal Year 2005 Annual Report

Market Risk

Fiscal Year 2004

Idashboards.com

http://www.idashboards.com/?gclid=CNPEgPPhhI8CFQibggodTFfl2Q

CommercialCommercial ProductsProducts

Market Summary AnalysisMarket Summary Analysis 1st Year Sales Figures

Market Distribution

Financial Summary

Our perennial 3rd Quarter boost was larger than expected contributing to an exceptionally strong year. Distribution of sales across the geographic markets looks fairly steady.

Our new product line, released this year, is early in its adoption phase. We expect to see substantial revenue contribution from these products over the next two years.

Microsoft Business Scorecard Manager Microsoft Business Scorecard Manager 20052005

Strategy and ActionStrategy and ActionBusiness Performance Applications

ChallengesSolutionsExecute objectivesArticulate StrategyMonitor Performance Against ObjectivesPerform Group AnalysisDrive Informed Decisions, andAct in Ways that Tie Back to Strategic Goals

Features and BenefitsFeatures and Benefits

SamplesSamples

Q&A

Thank You!

Leslie Miller509.939.7641

URL for file downloads – http://edresources.org/aswa