lbyacc1-excel2010.pdf

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Excel 2010

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LBYACC1 K37/ Kenneth Drexel S. Bihis

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Topic Outline Basic User Skills

Math: Formulas, Formats and Functions

Expanding and Enhancing Your Model

Top Ten List

Charts





Top Ten List

Charts

Exploring the different arithmetic functions and

formulas of Excel 2010





Top Ten List

Charts

Enhancing worksheets through adding rows and

columns and other actions





Top Ten List

Charts

Utilizing functions of Excel 2010 through its powerful

capabilities





Top Ten List

Charts

Enhancing your data with charts and graphs


Basic User Skills

The Environment


Basic User Skills

ALT KEYALT KEYALT KEYALT KEYused to show hot keys within the Excel 2010 environment.

Office ButtonOffice ButtonOffice ButtonOffice Buttonoffers a pull-down menu to Open, Save, Print and Close files.

Worksheet and Workbook


Basic User Skills

ALT KEYALT KEYALT KEYALT KEYused to show hot keys within the Excel 2010 environment.

Office ButtonOffice ButtonOffice ButtonOffice Buttonoffers a pull-down menu to Open, Save, Print and Close files.

Worksheet and Workbook

Excel files are workbooks and each workbook can contain several pages which are referred to as worksheets.


Basic User Skills

MOUSEMOUSEMOUSEMOUSEAiming and scrolling through the right scroll arrow.

Moving around the Worksheet

KEYBOARDKEYBOARDKEYBOARDKEYBOARDNavigating through your arrow keys.


Basic User Skills

Data Entry: Text and Values

Enter the following:Enter the following:Enter the following:Enter the following:A2: Consulting feesA4: ExpensesA5: SalariesA6: CommissionsA7: Social security taxesA9: Total expensesA11: Net income


Basic User Skills

Data Entry: Text and Values

Change font style of A2, A4 and Change font style of A2, A4 and Change font style of A2, A4 and Change font style of A2, A4 and A11 to Calibri, 14.A11 to Calibri, 14.A11 to Calibri, 14.A11 to Calibri, 14.


Basic User Skills

Changing column width and height

Date Entry: Text and Values

Entering numbers and formatting


Basic User Skills

Changing column width and height


Entering numbers and formatting

Enter the following:Enter the following:Enter the following:Enter the following:C2: 10000; C5: 4400; C6: 600; C7: 500; C8: 1350


Basic User Skills

Improving Appearances

Enter ‘1st Qtr on cell C1

C1:C1:C1:C1: Bold, Center, Thick bottom border

C8, C9: C8, C9: C8, C9: C8, C9: Bottom-border

C11:C11:C11:C11: Double bottom-border

A5A5A5A5----A8: A8: A8: A8: Italic


Basic User Skills

Functions


Formulas


Basic User Skills

FunctionsNavigate to Cell C9 and click AUTOSUM.

(C9: $6,850)


Formulas


Basic User Skills

Functions


FormulasGo to Cell C11 and enter:

“=C2“=C2“=C2“=C2----C9”C9”C9”C9”

(C11: $3150)


Basic User Skills


What If Analysis:

Change C8 to 1,500 and Change C2 to 11,000


Basic User Skills


What If Analysis:

Change C8 to 1,500 and Change C2 to 11,000

Net income: 4,000



Operations

Add Subtract

Multiply Divide

Exponent



Operations

Add Subtract

Multiply Divide

Exponent

13 3

2 2



Operations

+ -

* /

^



Operations

Commissions Payroll taxes



Operations

CommissionsAssume that commission is based on 6% of consulting fee.

Payroll taxes

Change C6 to “=C2*0.06”“=C2*0.06”“=C2*0.06”“=C2*0.06”



Operations

Commissions Payroll taxesAssume payroll taxes is 10% of salaries and commissions.

Change C7 to “=(C5+C6)*0.1”“=(C5+C6)*0.1”“=(C5+C6)*0.1”“=(C5+C6)*0.1”



Formatting cells

Explore on Format Cells

Change C7 to “=(C5+C6)*0.1”“=(C5+C6)*0.1”“=(C5+C6)*0.1”“=(C5+C6)*0.1”



What If Analysis:

Try changing the values for consulting fees to be 11,000, 25,000 and 5,000.



What If Analysis:

Try changing the values for consulting fees to be 11,000, 25,000 and 5,000.

Net income: 4,084, 17,160 and 1,520


Fill Handle

Copying data

Absolute Values

Expanding and Enhancing your model

Complete other quarters


Fill HandleUse this to drag the other Use this to drag the other Use this to drag the other Use this to drag the other quarters .quarters .quarters .quarters .

Assume that Consulting fees Assume that Consulting fees Assume that Consulting fees Assume that Consulting fees increase by 5% each quarter.increase by 5% each quarter.increase by 5% each quarter.increase by 5% each quarter.

Copying data

Absolute Values



D2: =C2*1.05


Fill Handle

Copying data

Absolute Values




Copying data

Absolute Values


Locking values so that fill handles will still pick up the same reference.

Hot Key: F4F4F4F4$C$2: Both Rows and Columns are locked.$C2: Only the Column is locked.C$2: Only the Row is locked.


Fill Handle

Copying data

Absolute Values




Copying data




Add a Total Column


Insert some more rows


Add a Total Column


G1:G1:G1:G1: Enter TOTAL.

G2: G2: G2: G2: =SUM(C2:F2)

Use Fill Handle for G G G G ColumnColumnColumnColumn

Delete unnecessary cells.


Add a Total Column


Insert some more rowsSelect four rows and insert rows.

B2:B2:B2:B2: Enter *Name* Inc.

B3: B3: B3: B3: Enter Financial Plan

Bold, Font size: 14.



Insert some more rowsSelect four rows and insert rows.



What If Analysis:

Change Consulting fees to 9,000.



What If Analysis:

Change Consulting fees to 9,000.

Total net income should be 11,471.


Top Ten Lists


Top Ten Lists

Global Excel OptionsSetting a Global Font and Format for the entire worksheet.


Top Ten Lists

Entering datesTry typing: July 16, 1990.

Mathematical operations can be done to dates as well.


Top Ten Lists

The Fill HandleFill Handle can be used to copy data from a given reference.

Try entering a date.


Top Ten Lists

Uniform Column WidthSelect a group of columns then point cursor in between any two column header.


Top Ten Lists

Accounting UnderlinesGo to Format Cells > Font > Underline Text > Single Accounting


Top Ten Lists

Worksheet ProtectionGo to Review Tab to Protect Sheet


Top Ten Lists

Name ConventionsNaming cells by entering a conventional name to the Name Box.


Top Ten Lists

Freezing PanesView > Freeze Panes


Top Ten Lists

Working with sheetsAdding, deleting, moving sheets


Top Ten Lists

Artwork and ColorAdding colors, graphs, pictures to Excel


Top Ten Lists


Charts

Bar graph of consulting fees

Bar graph of all income and expenses


Charts

Bar graph of consulting feesSelect A5 to E6.

Insert > Column > Clustered Column

Bar graph of all income and expenses


Charts

Bar graph of consulting feesSelect A5 to E6.



Charts

Bar graph of consulting fees

Bar graph of all income and expensesSelect A5 to E12.



Charts




Charts



1) Chart Tools > Design: Switch Row/Column 2) Chart Tools > Design: Select Data3) Remove <blank series> and Expenses


Charts


Charts

Choose your preferred chart layout.Choose your preferred chart layout.Choose your preferred chart layout.Choose your preferred chart layout.Set a Set a Set a Set a trend line trend line trend line trend line to consulting feesto consulting feesto consulting feesto consulting fees


Appendix

Functions for business

Data commands

Pivot table



Finance

Date

Capital Budgeting

Mathematical

Statistical

Logical


FFFFunctions for business

Finance

Date

Capital Budgeting

Mathematical

Statistical

Logical=NOW () =NOW () =NOW () =NOW () ---- gives today’s date and time.=TODAY ( =TODAY ( =TODAY ( =TODAY ( ))))---- it gives today’s date.



Finance

Date

Capital Budgeting

Mathematical

Statistical

Logical

FV; PV; PMT; NPER & RATE FV; PV; PMT; NPER & RATE FV; PV; PMT; NPER & RATE FV; PV; PMT; NPER & RATE functions.



Finance

Date

Capital Budgeting

Mathematical

Statistical

Logical

IRR, MIRR & NPV IRR, MIRR & NPV IRR, MIRR & NPV IRR, MIRR & NPV functions.



Finance

Date

Capital Budgeting

Mathematical

Statistical

Logical

SUM, AVERAGE, COUNT, MAX, MIN, MEDIAN, SUM, AVERAGE, COUNT, MAX, MIN, MEDIAN, SUM, AVERAGE, COUNT, MAX, MIN, MEDIAN, SUM, AVERAGE, COUNT, MAX, MIN, MEDIAN, STDEVP, VARP, FORECAST, INTERCEPT, SLOPE STDEVP, VARP, FORECAST, INTERCEPT, SLOPE STDEVP, VARP, FORECAST, INTERCEPT, SLOPE STDEVP, VARP, FORECAST, INTERCEPT, SLOPE functions



Finance

Date

Capital Budgeting

Mathematical

Statistical

LogicalABS, SQRT, RAND, INT, ROUND ABS, SQRT, RAND, INT, ROUND ABS, SQRT, RAND, INT, ROUND ABS, SQRT, RAND, INT, ROUND functions



Finance

Date

Capital Budgeting

Mathematical

Statistical

Logical

IF, VLOOKUP, HLOOKUP IF, VLOOKUP, HLOOKUP IF, VLOOKUP, HLOOKUP IF, VLOOKUP, HLOOKUP functions



COUNT

AVERAGE

IF

VLOOKUP



COUNT

AVERAGE=AVERAGE (number 1, number 2…)

IF

VLOOKUPSample Data:Sample Data:Sample Data:Sample Data:15, 10, 11, 18, 20, 32Average: 17.67



COUNT=COUNT(value 1, value 2..)

AVERAGE

IF

VLOOKUP

Sample Data:Sample Data:Sample Data:Sample Data:15, 10, 11, 18, 20, 32Count: 6



COUNT

AVERAGE

IF

VLOOKUPLook up value on a vertical table


Functions for businessGrade ComputationGrade ComputationGrade ComputationGrade Computation

0-69% : 0.070%-76%: 1.077%-82%: 1.583%-86% 2.087%-90% 2.591%-93% 3.094%-96% 3.597%-100% 4.0





Make C12 as your input cell.Make C12 as your input cell.Make C12 as your input cell.Make C12 as your input cell.

On Cell C13:On Cell C13:On Cell C13:On Cell C13:

=VLOOKUP(C12, A3:C10, 3)=VLOOKUP(C12, A3:C10, 3)=VLOOKUP(C12, A3:C10, 3)=VLOOKUP(C12, A3:C10, 3)



COUNT

AVERAGE

IFIf true, enter one value, if false, enter another.

VLOOKUP




Logical ConditionsLogical ConditionsLogical ConditionsLogical Conditionsequal =Greater than >Less than <Greater than or equal to >=Less than or equal to <=Not equal to <>Logical AND ANDLogical OR ORLogical NOT NOT




Any grade equal to or above Any grade equal to or above Any grade equal to or above Any grade equal to or above 70 is PASS, otherwise FAIL. 70 is PASS, otherwise FAIL. 70 is PASS, otherwise FAIL. 70 is PASS, otherwise FAIL.

Enter to Cell C14:=IF(C12>=70,"PASS","FAIL")


Appendix


Data commands

Pivot table


Data commandsPlease enter the data below:


Data commands

Sorting cells Filtering cells


Data commands

Sorting cellsSelect a cell to the column you want to sort then:

Right click > Sort

Filtering cells1) Sort Balance dueBalance dueBalance dueBalance due to

largest to smallest

2) Sort Last Name Last Name Last Name Last Name alphabetically.


Data commands

Sorting cells Filtering cellsSelect the column you want to filter


Appendix


Data commands

Pivot table


Pivot table


Data commands

Pivot tableA special type of summary technique to organize tables and lists


Pivot table



1) Select data

2) Insert > Pivot table > Select new worksheet


Pivot table

PivotTable Field ListPivotTable Field ListPivotTable Field ListPivotTable Field List

Report Filter: Location

Column Labels: Salesperson

Row Labels: Product

Values: Quantity Sold



End

lbyacc1-excel2010.pdf

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