Utilizing Quick Access Toolbar in MS Excel Prepared by: Aiman Saleem Excel Expert .
Utilizing Excel to Assist in Office Procedures
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Transcript of Utilizing Excel to Assist in Office Procedures
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Utilizing Excel to Assist in Office Procedures
Presented by:
Automotive Services Group
Amper, Politziner & Mattia, LLP
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Seminar Objectives
• Enable attendee to become familiar with basic Excel formulas
• Allow attendee to build spreadsheets to assist in office procedures
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The Power of Excel
Excel provides the capability to manipulate simple or complex data to provide information upon which decisions can be made. Many of the mundane, repetitive activities can be automated to provide a significant performance boost and an enhanced level of accuracy
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Anticipated Savings
• Seminar attendees time on simple repetitive monthly procedures can be reduced to allow time to analyze financial data and provide feedback on dealership’s operations.
• Reduce outside accountant billings by providing accurate analysis of non scheduled accounts.
• By automating office procedures reduce staff time spent on monthly tasks.
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Basic Formulas
• Setting up tool bars– Standard Tool Bar– Personal Tool Bar
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Basic Formulas
• Copying Data-Pasting Data-Paste Special
• Cutting Data
• Know the difference before performing the steps
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Basic Formulas
• Adding a Range of Numbers
– Utilizing the Sum Icon
– Manually writing the formula
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Basic Formulas
• Data Sort– Utilization of this tool
• Floor Plan• Checks• Duplicate items
– Preparing the range to be sorted– Be able to re-set the data– Order of Columns to be sorted– Ascending and descending data
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Basic Formulas
• Auto Save– Limit amount of data and changes lost in case of shut-
down or mistakes at closing
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Basic Formulas
• Inserting Columns/Rows/Spreadsheets– Know what happens to formulas
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Basic Formulas
• Formatting Cells, Ranges, Data– Number/Text Format– Highlights, Shading Color Coding– Underline Words vs. Cells– Range formatting, Rows, Columns, Spreadsheets
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Basic Formulas
• Locking in Formulas– Utilize lock-in when copying formulas
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Building Spreadsheets
• Bank Reconciliations– Range of Number additions– Multiple worksheet inter-facing– Formatting
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Building Spreadsheets
• F&I Reconciliations– Range of Number additions– Conditional formula
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Building Spreadsheets
• Prepaid Expenses– Various Cell calculations– Percentage formatting
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Building Spreadsheets
• Fixed Asset Accounts– Multiple Sheet interfacing
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Building Spreadsheets
• Floor Plan reconciliation– Multiple Sheet interfacing– Sorting Data– Conditional formatting– Sum a range of numbers
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Building Spreadsheets
• Loans/Debt Accounts– Sum a range of Numbers– Lock in Formula
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Building Spreadsheets
• Parts Statement Reconciliation– Sum a range of Numbers– Multiple worksheet interfacing
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Building Spreadsheets
• Intercompany accounts– Simple effective spreadsheet– High susceptibility to Fraud
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Building Spreadsheets
• Bonus/Commissions spreadsheet– Utilize input table– Repetitive calculations– Lock in Formula– Easy to print & disseminate information
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Thank You!
Chuck [email protected] 215-881-8882Sam Longo [email protected]
Doris [email protected] 215-881-2126
“The material contained in this presentation is for general
information and should not be acted upon without prior
professional consultation.”