Excel Topics Seminar 1

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Accounting Excel

Topics
1 Keyboards

2 Number Formatting As Façade

3 Efficient Formula Creation

4 Lookup Formulas

5 Pivot Tables

6 Recorded Macros For Reports

7 Charts

8 Search the excelisfun YouTube channel for topics

9 Books and DVDs by Mike "excelisfun" Girvin


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Topics
Keyboards

Slaying Excel Dragon: 1) Pages 57 - 78 in book and 2) video #6 on DVD.

SUM ==> Alt + =

Highlight Column ==> Ctrl + Shift + Arrow

Alt keyboards

Number Formatting As Façade

Slaying Excel Dragon: 1) Pages 2 - 248 in book and 2) video #2 on DVD.

Decimal

Date

Time

Percentage

Efficient Formula Creation

Slaying Excel Dragon: 1) Pages 119 - 340 in book and 2) videos #11 - 36 on DVD and 3) Video #1 on

Excel's Golden Rule: If a formula input can vary, put it in a cell and refer to it in the formula with

Formula elements, types of formulas, types of data.


Monthly Allocation Formula: illustrate formula input that can be hard coded into formula.

Tax (inefficient formula): illustrate formula input that can should NOT hard coded into formula.

Tax (efficient formula): illustrate Golden Rule.

Net Cash In formula: illustrate Golden Rule.

Net Income formula: illustrate formula with built-in function within a larger formula.
In Balance? formula: illustrate Logical formula.

First & Last Name Join Formula: illustrate Text formula.

COUNTIF formula: illustrate counting with criteria.

COUNTIF & Label formula: illustrate counting with criteria and how the join symbol is used with c

SUMIFS to add with two criteria.

SUMIFS to add between 2 dates.

Count workdays formula to illustrate new Excel 2010 function NETWORKDAYS.INTL.

Mixed cell references in budget formula

Lookup Formulas

LOOKUP DVD

VLOOKUP to lookup product price: illustrate Exact Match lookup.

VLOOKUP to lookup commission rate: illustrate Approximate Match lookup.

Retrieve record (2-way lookup) with VLOOKUP and MATCH.

MATCH, ISNA and ISNUMBER functions to compare 2 lists.

INDEX and MACTH to lookup Left.

Pivot Tables

Slaying Excel Dragon: 1) Pages 374 - 419 in book and 2) videos #39 - 43 on DVD.

Proper Data Set

PivotTables Pivot Tables are Easy

Visualize Table First


Adding with One or Two Conditions (Criteria)

Report Layout

Style Formatting

Number Formatting

Pivoting

Listing Two Fields in Row Labels

Collapsing Pivot Table Row

Changing Calculation: SUM to AVERAGE

Adding with Three Criteria

Filtering a Row

Clear Filter

Filter whole report with Report Filter or Slicer

Show Report Filter Pages

Compare Formulas and PivotTables

Grouping Dates in PivotTables

Grouping Integers

Grouping Decimals

Pivot Chart

Running Totals

% of Column Total
% of Row Total

Difference From

% Difference From

Multiple Calculation in one PivotTable

Creating Second PivotTable from Second Cache of data using Excel 2003 keyboard shortcut for 3-

Blank in number field causes PivotTable to Count by Default.

Text in Date field prohibits Grouping of Dates.

Recorded Macros For Reports

Slaying Excel Dragon: 1) Videos #52 on DVD.

Basic Recorded Macro

Format Report using Absolute References.

How to trick the Macro Recorder into seeing a variable height report using Relative References.

Rearrange records from vertical orientation to proper table using Relative References.

Charts

Slaying Excel Dragon: 1) Pages 465 - 506 in book and 2) video #49 on DVD.

Chart Types

Column Chart

Select Data Source Dialog Box

Chart keyboards

Linking Chart Title to Cells


Keyboard: Ctrl + 1

Format Chart Elements

Saving Chart Templates

Setting Default Charts

Copy Charts

Bar and Stacked Bar charts

Line Chart & Change Source Data

Number Formatting to show "K" or "M"

X Y Scatter

Line Chart vs. X Y Chart

X Y Scatter Line Break Even Analysis Chart

Multiple chart types

Search the excelisfun YouTube channel for topics

https://www.youtube.com/user/excelisfun

Books and DVDs by Mike "excelisfun" Girvin:

Slaying Excel Dragons: A Beginners Guide to Conquering Excel's Frustrations and Making Excel Fun:

Slaying Excel Dragons DVD: 53 Lessons to Make Excel Fun: $25


Ctr l+ Shift + Enter: A Book About Building Efficient Formulas, Advanced Formulas, and Array Formu
Problems: $20

Ctr l+ Shift + Enter: Mastering Excel Array Formulas DVD: $25

Excel Lookup DVD: $20

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