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Excel Master Class

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PowerPoint presentation from The Associations of Payroll Specialists Excel Master Class session on the 21st & 28th of October.

PowerPoint presentation from The Associations of Payroll Specialists Excel Master Class session on the 21st & 28th of October.

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Transcript

  • 1. Welcome to WORKPLACE REVIEW 2011“Building A Stronger Payroll”New Horizons Learning CentresExcel Master Class
  • 2. Agenda For Today
    Excel 2007 Interface Overview
    ‘IF’ Statements
    Macros
    Linked Spreadsheets
    Q & A
  • 3. Excel 2007 Interface Overview
  • 4. Why Did Microsoft Change the Layout?
    …Short Answer is PRODUCTIVITY
    Less time to access key features
    Customisable
    More visually appealing
  • 5. Ribbon Overview
    Ribbon Breakdown
    Tab
    Group
    Full Menu
    Quick Access Toolbar
  • 6. ‘IF’ Statements
  • 7. ‘IF’ Statements
    Microsoft Definition
    Checks whether a condition is met, and returns on value if true, and another value if false
    What does this mean?
    ‘IF’ statements are a way for you to compare large amounts of data to specific criteria and identify if whether that criteria has been met or not.
  • 8. Breaking ‘IF’ Statements Down
    3 Parts
    Criteria (logical_test)
    Value to display if true (value_if_true)
    Value to display if false (value_if_false)
  • 9. Writing ‘IF’ Statements
    Writing the Formula
    =IF(
    Criteria
    Value if Criteria Met
    Value if Criteria Not Met
  • 10. Example
  • 11. Example
    Fill Series Down
  • 12. Example
    Formula Completed
  • 13. Questions?
  • 14. Using A Macro
  • 15. What is a Macro?
    A Macro in Excel is a group of functions or commands assigned to a particular button in order to save time.
    You would use a macro when you are repeating the same group of commands on a regular basis.
  • 16. Accessing Macro Tools
    Choose Excel Options Under Office Button
    CHECK “Show Developer tab in the Ribbon”
    Developer Tab Now Shows
  • 17. Recording A Macro
    Adjust Columns
    Left Justify Text/Numbers
    Bold Names
    Bold Headings
    Blue Heading Background
    Borders
  • 18. Recording A Macro
    Click ‘Record Macro”
    Give Name
    Complete Formatting
    Click ‘Stop Recording’
  • 19. Assign to Button
    Quick Access Toolbar
    Click ‘More Commands’
    Choose ‘Macros’ on Drop Down
    Find your macro and click ‘Add’ and then ‘Ok’
    Your Macro is Added
  • 20. Questions?
  • 21. Linked Spreadsheets
  • 22. Types of Links
    Other Sheets
    Other Workbooks
    Web Pages
    Applications
  • 23. Common Issues
    Workbook name has been changed
    Location of either file is changed
    Columns/Rows are inserted and Absolute References are being used
    Cell with calculation formula is referring to an empty cell
  • 24. Common Fixes
    Limit Access to files with source data
    If people only need to VIEW information you may wish to save as single file web page
    Click “Connections” under “Connections” group on the “Data” tab to see all links outside of the workbook
    Use “Ctrl + ~” to see formula view
    Under the “Formula Auditing” group in the “Formulas” tab
    “Trace Precedents”
    “Trace Dependants”
    “Error Checking”
    “Evaluate Formula”
  • 25. Questions?
  • 26. THANK YOU FOR ATTENDING
     
    Remember to Stop By the TAPS Booth and
    Leave your Business Card
    To Win Further Training

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