This document provides an overview of a presentation on new efficiencies in Excel. The presentation covers 5 topics: 1) new security features in Excel, 2) using the new Table feature and building pivot tables based on tables, 3) using color, styles and charts, 4) macros, trust center and backward compatibility with earlier Excel versions, and 5) file formats and compatibility issues when saving files. Live demonstrations are provided for each topic area.

1. New Efficiencies with Excel Judy Borsher, CPA, MBA, CITP, MCT SCG Training & Consulting Corporation

2. Presentation Description Judy Borsher CPA, MBA, CITP, MCT MBA Cornell University CPA, CITP with 25 years of Accounting and Technology business experience, including public accounting, finance, and consulting Microsoft Certified Trainer Creator and presenter of technology CPE in the Washington DC / Maryland / VA area for 20 years National speaker including technology conferences of the MACPA, VSCPA, GWSCPA and AICPA Tech on Excel Pivot Tables Direct consulting experience with numerous organizations including CPA Firms.

3. Presentation Description This Excel update will explore new security features for internal and external distribution of spreadsheets, new Pivot Table enhancements and the new Table feature, new built-in presentation quality graphics for analysis and formal presentations, important file format considerations and macro considerations with regard to backwards compatibility with earlier versions of Excel.

4. TOPIC 1 NEW SECURITY FEATURES UNCOVER HIDDEN INFORMATION

5. Live Demonstration Hide rows and columns Hide sheets Inspect Document for hidden information Protect sheets Encrypt Files Mark As Final Add a Digital Signature

7. TOPIC 2 THE NEW TABLE FEATURE HOW YOU CAN BENEFIT FROM A PIVOT TABLE BASED ON A TABLE

8. Live Demonstration Create a Table and use Structured Referencing Apply Styles Use the interactive Table Range Name Build a Pivot Table based on a List Build a Pivot Table based on a Table Update the List and Pivot Table

9. Live Demonstration Compare Revenue Results over time by category Generate separate reports by project Group transaction dates into date ranges, months, quarters or years Sort results within the pivot table Select rankings and top percentages Add a custom calculation Add a calculated field Connect to and update from an external data source

14. TOPIC 3 USING COLOR, STYLES AND CHARTING

15. Live Demonstration Apply Cell Styles Create a Chart using the new Chart Engine of Excel Apply Chart Formatting Features Use Conditional Formatting Rules Add new SmartArt diagrams

19. TOPIC 4 MACROS, TRUST CENTER AND BACKWARD COMPATIBILITY TO EARLIER VERSIONS OF EXCEL

20. Live Demonstration Create a data cleanup macro Understand when an Excel 2007 macro will not run in Excel 2003 Save a macro enabled file as .XLSM Understand the Trusted Locations setting and security prompts

22. TOPIC 5 FILE FORMATS AND COMPATIBILITY

23. Live Demonstration Understand feature availability when using Compatibility Mode The Office 2007 Compatibility Pack .XLS vs. .XLSX and .XLSM View file format extensions Save as .PDF

28. Judy Borsher, CPA, MBA, CITP, Microsoft Certified Trainer SCG Training & Consulting Corporation Results Driven Technology Training and Consulting Direct phone- Maryland: (301) 585-1174 Direct phone- Virginia: (703) 298-5692 www.scg-training.com [email_address]