Microsoft Excel

Tips Tricks Formula

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Presented By Terry Freeman

Director of Business Development

BusinessTechPros

What is the Right Software Tool for the Job?

Microsoft Excel

Excel – Other Factors to consider.

What is your Goal for the Data your gathering.

Account Balances?

Estimating?

Billing?

Reporting?

Who Will be using the Spread Sheet? More than one at a time?

Difference between File locking and Cell locking (Excel Vs Access)

Excel Locks the Entire workbook when someone has it open

Access or SQL locks only the Cell that is being edited.

Microsoft Access Advantages

Microsoft Access Disadvantages

Should I use Microsoft Access or Excel or something Else?

Other Products

Salesforce (Cloud Based (SQL)) Management software to Track leads Customers, Vendors, and Employees.

Microsoft Dynamic CRM (Cloud based or local) Management software to Track leads Customers, Vendors, and Employees.

Sage Act. (Cloud or Local (SQL) Based) Management software to Track leads Customers, Vendors, and Employees.

Intuit QuickBooks – Cloud or Local – Create Estimates, invoicing, tracking Banking transactions, inventory, Accounting.

Crystal Reports – Reporting tool often used with SQL to run custom Reports.

We have Selected Excel for our Data! Fast Starts

Using Templates

Excel Basics

Rows and Columns

Simple Formula’s

Formatting

Data Validation (Saving time Typing)

Locking Formulas to a Single Cell

Data Sorting

Page Security (locking Worksheets, and Cells)

Print outs (printing only what you want to print)

Quick References, Cheat Sheets and online Training.

Microsoft Excel - Don’t reinvent the wheel!

Using Templates.

Preloaded Templates

Searching for Templates

www.Businesstechpros.com training, Microsoft Office, Microsoft Office Templates, Excel

Why use a Template

Time Saving

Pre-built Formula’s

“Nice looking out of the box”

Excel Basics.

Simple Formula’s Addition 3+5=8 Averaging Formatting Cells for Easy reading Subtraction Division Multiplication Formatting Cells

Font Colors Numbers Borders

Addition

Average

How to get the data you want with Formatting.

Subtraction

3 ways to do Subtraction

How to show Formula’s

Press and hold the Control Key + the ~ key.Pressing and holding the Control Key + the ~ key will return to the Value of the Cell.

Division

Multiplication

Formatting Fonts

Fonts

Right Click the Cell or cells that you want to format and select the font items you like.Alternatively you can right click on a group of cells or the entire workbook and select format Cells to get more options.

Formatting Cell Colors

Formatting Numbers

Formatting Cell Borders

Data Validation

• Data Tab• Data Validation

AllowAny ValueWhole NumberDecimal ListDateTimeText LengthCustom

Check Ignore BlankCheck In a DropDown

Click the Hilighted box left and browse and select your data.

Box now has a Dropdown Box to select data from

Locking a Single Cell in a Formula string

Data SortingSelect Data to be sortedData TabSort

Page Security (Locking Worksheets and Cells

Print outs (Printing only what you want to print)

Use Filtering to remove unwanted lines

Questions

Quick References, Cheat Sheets, and online Training

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Training Tab

This PowerPoint PresentationSeguin Chamber Excel Class 5-15-2015