by leslie miller, mce presented to american society of women accountants - northwest regional...
TRANSCRIPT
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