Published at Saturday, May 29th 2021, 10:51:16 AM by Marcia Hines. Expenses Spreadsheet. From Excel to excellence for the month-end close reconciliation process. As a financial accounting professional, it is almost certain you will have been using Microsoft Excel spreadsheets during the month end close process. It is also extremely likely you will have experienced problems with them too! Over the last thirty-odd years, spreadsheets have become a mainstay in finance departments, used for all sorts of tasks, from reconciliation to reporting and everything in between. Despite their popularity with finance staff, they still pose a massive margin for error. The expected error rate when reconciling with spreadsheets is 0.8-1.8% and though this may seem small, for a company with a $1m turnover this represents a risk of $80,000-$180,000.
Published at Thursday, May 27th 2021, 12:15:22 PM by Marcia Hines. Expenses Spreadsheet. Avoid lots of Volatile Functions. A volatile function is one that re-calculates every time a work sheet changes. These include NOW(), TODAY(), OFFSET functions. If you use multiple or large amounts of these in a work book it will eventually start to slow it down. 5. Avoid Unnecessary Complex Formulas. One thing I have learned by developing spread sheets solutions for users is they (eventually) want to see all of the workings out of a formula. For example a typical sales formula of =(Price*SalesQuantity)-(Price*SalesQuantity)*Discount+(Price*SalesQuantity)*Tax Users will want to know the Sales Value Totals, the Discounted Totals and the Sales Tax Value displayed is separate columns. This is where we can break down the formula components into smaller formulas in their own columns or what we call helper columns. If you can increase transparency of calculations it will make the logic of the spreadsheet easier for users to follow resulting in less queries.
Published at Tuesday, June 15th 2021, 00:55:42 AM. Calculator Spreadsheet By Karen Spencer. Now that the columns you want reformatted to a different size have been chosen, it is time to do just that. Using your computers mouse, right click anywhere within the highlighted area. This will bring up a pop-up menu. On that menu is the option "column width". Click on that option. This will bring up a window asking you to enter in the width of the columns. If there is a number already in that box you will need to erase that first by highlighting it and pressing your "delete" key. Now type in the number "12" and click the "Ok" button. You should now see that all of the highlighted columns have changed to the size of 12. Repeat the steps above to alter the sizes and find one that looks more visually appealing for the spreadsheet that you are working on. Remember that at anytime you can undo what you just did by clicking the "Edit" menu option at the top of the screen and click the sub-menu option of "undo".
Published at Tuesday, June 15th 2021, 00:03:39 AM. Calculator Spreadsheet By Karen Spencer. Some reports only available in PDF format need to be analyzed. But PDF is read-only and people have to retype all the data from PDF. However, it will waste too much time. Is there a PDF to Excel Converter which can convert PDF files to Excel spreadsheet easily? As there are many files such income statements and balance sheets in PDF format, you may have to copy and paste to Excel for further calculation work. Here is a step by step tutorial about how to convert PDF files to Excel spreadsheet. Firstly, you need to download a PDF to Excel Converter and install on your computer. Click the icon to launch the program. Step 1. Import PDF file(s): Click Add Files... on the top of the panel and import the local PDF files to be converted. You can import up to 200 files in this program at one time. After the files are imported, the file information will be shown in the panel.
Published at Monday, June 14th 2021, 23:14:16 PM. Calculator Spreadsheet By Rene Paul. I never guestimate a job. After measuring and counting I take my numbers and go to my office and prepare my estimate. If you do a search in Ezines, you will find other articles by me describing how I use the Excel Spread Sheet to total up and multiply high time factors to those elements of the job that are over eight foot high. Why? It takes you a lot more time to paint a window at twenty feet that it does at eight feet of height. After I total everything using the formulas built into the spreadsheet, I go to my estimating software and prepare the estimate. I itemize everything, I never do an estimate that says $2000 (or whatever amount it is), for painting the interior. I itemize everything, and its easier because that is how I count things. Also, because if I count 16 shutters and when I am painting them I count 20, I tell the customer that I only charged for 16, and they can see it in black and white, so they have to pay extra for the extra shutters, this way I dont get cheated. Anyway the subject of itemizing your estimate is a whole new article.
Published at Monday, June 14th 2021, 22:23:26 PM. Calculator Spreadsheet By Lidia Chapman. Because from that dashboard, he sees all the important information he needs. Oh sure, if he has to drill down into the details, he will see the spreadsheets others prepared. But most of the time, your creation is all he needs to see. Being gatekeeper of your boss spreadsheets will give you a huge advantage in the game of office politics. In these depressed times, getting more attention from your boss could add to job security. Heres what you can do to become that gatekeeper. Tip #1: Consolidate the key information from multiple spreadsheets into a dashboard Create an Excel dashboard containing the key charts and data from all the spreadsheets both you and your boss work with. Surprise him with an email containing the dashboard, to show him you are analyzing all the numbers and providing him with the critical information. And then offer to give him an updated dashboard every day.
Published at Monday, June 14th 2021, 21:31:22 PM. Calculator Spreadsheet By Doris Poole. Hidden Rows and Columns. Unless you really need to hide any rows or columns, just dont. Why, well because they are hidden!. They can confuse users who are trying to follow the logic of a spreadsheet, users cant see them but Excel will still use those cells in calculations which can then appear to users to cause erroneous data. They can also cause issues with importing new data into your work book and issues with and VBA code. 3. Avoid Blank Cells, Rows and Columns. You may not always have a value for every single cell in your work book, but leaving cells completely blank has a massive impact on some functions in Excel. For example -AUTOSUM or using filtering with blank cells will affect Excels calculations. If you have blanks, always consider using zeros or an appropriate descriptive value such as NA.
Published at Monday, June 14th 2021, 20:40:26 PM. Calculator Spreadsheet By Laurel Sparks. If you share Excel spreadsheets with other people, you may want the option to leave comments to explain why you have done something, or to ask questions of the other users in regard to the data. Rather than picking up the phone, or sending a lengthy email you can put comments onto the spreadsheet. Comments are a lot like sticky notes that can be viewed, or removed. You may know the basics of adding comments, but I have included a few lesser known tricks. These skills can be used in any version of Excel although the 2013 and 2007 version steps may be a little different from the ones I am describing for Excel 2010. The Basics The basic commands for comments can be found using your Right-click menu or the Comments group on the Review ribbon. When you choose New Comment, a box will appear that includes the user name of your computer (you can change this in the General tab of the Excel Options) and a cursor that indicates it is waiting for you to start typing. When you navigate away from the cell the comment box will disappear and be replaced by a red triangle in the top right corner. Any time you hover over a cell with a red triangle, the comment will be displayed.
Published at Monday, June 14th 2021, 19:58:46 PM. Calculator Spreadsheet By Lolita Sutton. Add a Picture to the Background of the Comment This also involves adding an additional button to the Quick Access Toolbar. Follow the first four steps we used previously but this time add the Format command. Continue following steps 5 through 7 8. Click the Format button on the QAT 9. From the bottom of the list choose Format Comment 10. Click on the Colors and Lines tab If you only have a Font tab, go back and repeat step 7. 11. Click the drop-down next to Color and choose Fill Effects 12. Choose the Picture tab and then click on Select Picture 13. Navigate to the picture you want to use and select it 14. OK both the dialog boxes Voila, your comment now has a picture background. Comments are extremely useful to share your thoughts and ideas with others or simply to remind you of things you have done or need to do. You may never need to change the shape or add a picture to the background, but knowledge is power. You never know when ones of these skills could be just what you need. Reen Rose is an experienced Microsoft Certified Trainer and Microsoft Office Specialist Master. She has been described as focused, fun and very effective. Reen believes in guiding people to become empowered Microsoft Office users by giving them the skills they need to be successful, in an engaging and enjoyable environment.