DYNAMICDYNAMICEXCEL TIPS & TRICKSEXCEL TIPS & TRICKS

By Leslie Miller, MCEdFebruary 11, 2010

Spokane Chapter ASWA

Introductions & HousekeepingIntroductions & Housekeeping

• Introductions

• URL instructions:• http://edresources.org/ASWA2012

• Overview

• Hands On

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!• Shortcuts

• Simple macros

• Subtotals

• Pivot tables

• Conditional formatting

• Hidden sheets

• Concatenating cells

• Data validation

• Solver

• Filtering

• Goal seeking

Basic ToolsBasic Tools• Paste Special:

• Intern error sample• Paste Links

• Shortcut Macros (Auto fit)• Auditing Tool Bar

Basic ToolsBasic Tools

External DataExternal 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.

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.

FilteringFiltering

By Department

Quick Tips:

You can toggle your formulas by CTRL+~.

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

MacrosMacros

Create a simple “Auto Fit” Macro

Create Departmental Macros

Concatenating CellsConcatenating Cells

Combining Cells

Result

Pivot Tables & ChartsPivot Tables & Charts

Quick Tips:

•Excel Options•Advanced Items•Display for worksheet

•No Grid Lines•No Zeros to Print

Conditional FormattingConditional Formatting

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”.

Data ValidationData Validation

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.

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

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:

Solver Criteria: in “Accountant Solver Criteria: in “Accountant Speak”Speak”Left Brain:

Solver - AnswerSolver - Answer

April 19, 202323

Leslie Miller

509.321.3641

l.fraijo.miller@gmail.com

Q&A

Thank You!

URL for file downloads – http://edresources.org/ASWA2012