Excel

Technology

Sales/Tax by shipping state in Excel – The power of pivot tables, Part 2

This is the second of two articles wherein Chuck Vigeant explores the ability to generate a Sales by Shipping State report in Excel.
Technology

Office 2007 Themes Standardize Document Look, Feel

It can be a significant challenge to ensure that your company's documents have the same look and feel, particularly when you're using Excel, Word, PowerPoint, and Outlook together. Fortunately Office 2007's Themes feature can simplify the process.
Technology

Microsoft releases pricing for retail versions of Office 2010

Microsoft is departing from its standard pricing model for its Office 2010 software product by eliminating upgrade pricing. Instead, packaged versions will be licensed for two or three computers, while discounts will be available if a user unlocks a preinstalled version of Office 2010.
Technology

First Impressions of Excel 2010

As you may have heard, the next version of Microsoft's venerable Office suite recently entered "technical preview", or public beta. Excel 2010 seems to offer mostly refinements and only a few wholesale changes.
Technology

Introducing the AccountingWEBinar Series

AccountingWEB is pleased to announce a series of live webinars aimed squarely at the needs of CPAs in public and private practice. This wide-ranging series will cover the following topics:Microsoft ExcelMicrosoft OutlookMicrosoft WordMicrosoft AccessIntuit QuickBooksSage Peachtree AccountingXML/XBRLEach webinar will involve a 50 minute presentation by AccountingWEB staff writer David H. Ringstrom, CPA.
Technology

Three Excel Menus You May Have Overlooked

By David H. Ringstrom, CPASheet NavigationEveryone is familiar with using the arrow buttons in the lower left-hand corner of the Excel screen to push worksheet tabs back and forth across the screen. However, try right-clicking on these buttons instead, and you'll see a menu similar to Figure 1. Simply click on a sheet name to instantly activate that worksheet. 
Technology

Managing Excel Add-Ins

By David H. Ringstrom, CPAAdd-ins are programs that plug-in into Microsoft Excel to add additional functionality. Some add-ins expand Excel's core functionality, while others allow third-party products to add features to Excel's environment. In this article I'll discuss how to enable some of Excel's hidden features, as well as give you some pointers on what to do when third-party add-ins vanish from Excel.Hidden FeaturesExcel ships with several add-ins that you can manually enable. Some of these include: 
Technology

Buried Gold: Excel's Form Command

By David H. Ringstrom, CPAMany users are not aware that Excel has long had a feature that enables you to browse through a table of data one record at a time. As shown in Figure 1, the Form command provides an easy way to navigate through a table of data. This command is easy to access in Excel 2003 and earlier versions, but is deeply buried in Excel 2007. In this article I'll show you how to use the Form command to make quick work of reviewing a list of records. 
Technology

Tricks for Opening and Closing Multiple Excel Files

By David H. Ringstrom, CPA
Technology

Tricks for Hiding and Unhiding Excel Rows and Columns

Hiding and unhiding rows and columns are mundane tasks that many users take for granted. However, sometimes simple tasks can trip up Excel users, like unhiding just one row or column within a hidden set.
Tax

Free Microsoft Excel-Based 1040 Form Available

By David H. Ringstrom, CPAJust in time for tax season, Glenn Reeves of Burlington, Kansas has created a free Microsoft Excel-based version of the 2008 U.S. Individual Tax Return, commonly known as Form 1040. The spreadsheet includes both pages of Form 1040, as well as these supplemental schedules: 
Technology

Quickoffice releases Excel editing capabilities for iPhone

Quickoffice, Inc., a global provider of mobile office productivity software, has announced the release of MobileFiles Pro, the first application to include editable Office functionality for the iPhone and iPod Touch.
Technology

Excel Text Transformation Tricks

By David H. Ringstrom, CPAData arrives on your desk from multiple sources, and in many cases it's not quite in the format that you need. For instance, a user may have left the CAPS LOCK on while typing in a series of addresses. Or you've exported data from a program that pads fields with spaces at the beginning or end. Fortunately, there's no need to retype the list. Excel offers four easy-to-use functions that can quickly transform data into just the format that you need.
Technology

Excel 2007: Five Ways to Streamline Excel’s User Interface

By David H. Ringstrom, CPAIt's easy to get caught up in the day-to-day use of Excel 2007 and overlook minor tweaks that can make a significant difference in your use of Excel. In this article I'll review five of my favorite Excel 2007 tricks. Most involve customizing the user interface so that I can speed through my work without hitting unnecessary bumps:1. Extend your recently used file listBy default Excel shows the 17 most recent files that you've opened, but as shown in Figure 1, you can expand this to a maximum of 50: 
Technology

Excel 2003: Six Ways to Streamline Excel's User Interface

By David H. Ringstrom, CPAIt's easy to get caught up in the day-to-day use of Excel 2003 and overlook minor tweaks that can make a significant difference in your use of Excel. In this article I'll review five of my favorite Excel 2003 tricks. Most involve customizing the user interface so that I can speed through my work without hitting unnecessary bumps or screen prompts. These tricks will work equally well in Excel 2002, but only some apply to Excel 97 and 2000:1. Extend your recently used file list
Technology

The far side of Excel - Fireside treats for long winter nights

As you sit by your roaring log fire, idly fondling the shiny new notebook computer that Santa bought you, here are some suggestions for trying out a few lesser known features that lurk in the depths of the Microsoft Office applications, courtesy of our sister site, AccountingWEB.co.uk.Microsoft Word - Excel in disguiseFor most accountants the real problem with Word is that it isn't Excel.
Technology

AccountingWEB Webinar: Creating error proof spreadsheets

In today's fast-paced business world, spreadsheet users don't always have the luxury of double-checking every element of their work, particularly in complex spreadsheets. Fortunately there are some simple practices you can adopt to help minimize the risk of errors in your spreadsheets. You can also learn how to track down errors in spreadsheets built by others. Take an hour tomorrow and get up to speed during our live Creating Error Proof Spreadsheets Webinar.
Technology

Excel Tip: Hide an Excel Worksheet in Plain Sight

By David Ringstrom, CPAAs you’re probably aware, it’s simple to hide a worksheet in Excel 2007: right-click on the worksheet tab, and then choose Hide. To unhide the worksheet, right-click on any worksheet tab, choose Unhide, and then select the sheet you wish to make visible. It’s a little more effort in earlier versions of Excel: choose Format, Sheet, and then Hide or Unhide to change the visible status of a worksheet.
Technology

Excel Tip: Add visuals to your headers and footers

Since Excel XP it has been possible to insert a picture into a custom header or footer. Our sister site, AccountingWEB.co.uk investigated some potential uses for this facility.Excel's View-Header/Footer menu option will take you to the Header/Footer section of the Page Setup screen. Clicking on the Custom Header or Custom Footer button presents you with three sections: Left, Center and Right.
Technology

Excel 2007: Use these three techniques to turbo charge filtering

By David Ringstrom, CPADid you know Excel 2007 has a hidden command that enables you to filter a list with just one mouse click? And that there are two ways to sum just the visible rows in your filtered list? Read on to discover these time saving techniques.Not sure how to filter? Read Excel Filtering 101. 

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