Training

Excel Tip: Change Formula to Actual Value

Is your formula your private property? Are there times when you provide spreadsheets for others to view but you don't want to display the underlying calculations? Once you've created a worksheet and performed all the calculations, you can switch the calculations to the calculated values so only the final numbers appear, both in the work area of spreadsheet and in the formula bar at the top of the spreadsheet.Change the contents of a cell or group of adjacent cells from formula to value by following these steps:1.

Excel Tip: Ten Tips for Working With Multiple Sheets

There are several tricks and shortcuts you can employ when you want to use multiple sheets within one workbook. Here are a few of our favorites - feel free to add a comment and share your own tricks with the crowd!Insert new sheets.Are you unhappy because only three sheet tabs appear at the bottom of your screen? Choose Insert, Worksheet from the menu and add another (and another, and another…). To speed things up a bit, click on Sheet1, hold down Shift, click on Sheet3 and three sheets are selected.
Technology

Word Tip: Customize Spelling & Grammar Tools

Word’s spelling and grammar checker is a great tool, but it is far from perfect. The system often flags "mistakes" that are actually correct. To prevent Word from flagging an item in the future, you can simply click the Ignore or Ignore All button in the Spelling And Grammar dialog box while you're running the spelling checker.

Excel Tip: Consolidate your Spreadsheets Pivot Tables

Manipulating multiple worksheets is made easy with our latest pivot table tutorial from pivot king David Carter.His latest guide - Consolidating multiple worksheets in a Pivot Table - to this invaluable Excel tool should take only 15 minutes, and shows you how to take a number of worksheets and turn them into one comprehensive spreadsheet.Carter's new tutorial comes in response to a question from AccountingWEB reader Tom Trainer, who wanted to know if pivot tables could be used to
Technology

Word Tip: Displaying the Filepath in a Word Document

A recent tip regarding the placement of the file path and name in an Excel worksheet header or footer sparked some requests for a similar tip for Word documents.If you need to display the path and filename in a Word document, either in the text or in a header or footer, here is the technique:1. Click in the spot where you want the path and filename to appear -- either right in a header or footer, or somewhere in the text of your document.2.

Real-Life CE as a Benefit: Yoga Classes?

CPAs are going to continue going after CPE, but what about other types of training for themselves and their staffs?One of the newest trends taking place in the business marketplace is to find alternative continuing education opportunities ... getting away from the technical stuff and going after subjects that just feel good!Consider Yoga or exercise classes, for example, to boost employee morale. Community colleges are a prime source for solid continuing education in all interest areas. How about Spanish or other foreign language lessons?Get creative.
Technology

Outlook Tip: Create Backgrounds in Email Messages

If you use the HTML message format, you can use stationery to add a nice background to your messages.To do this, choose Tools/Options from the menu bar and click on the Mail Format tab. Make sure HTML is the selected mail format and, if necessary, deselect the Use Microsoft Word To Edit E-mail Messages check box.Then click the Stationary Picker button. In the Stationery Picker dialog box, select a stationery then click OK twice. Now create a new message and your stationery is changed to the one you selected.

Excel Tip: Automating the Presentation of a List

Are there lists that you need to enter over and over again in your Excel worksheets? For example, do you frequently prepare worksheets containing a list of the chart of accounts, your employees' names, your inventory parts, and so on? You might uncover an older worksheet file that contains the list, copy the original list and paste the list into your new file. Or perhaps you retype the list each time you need it to appear in your worksheet.Here's a quick and effective method for saving and recalling lists.

Employees Just Wanna Have Fun

How does an accounting firm keep up with the times? Descriptions of the accounting industry often produce terms like down to earth, levelheaded, studious, etc. Face it, "fun" isn’t exactly the first term that comes to mind. However, in today’s job market, fun is a valuable feature to offer.

Excel Tip: Manipulating 3-D Worksheets

For those of you who have an interest in working with multiple spreadsheets within a single Excel file, here's a quick tip for manipulating numbers in a situation where you have several sheets of identical format, but with different numbers. Say you have 12 active sheets, with sheet 1 as the summary sheet and sheets 2-11 providing the detail, and you want to add the contents of Cell D5 from sheets 2-11 and place the sum in cell D5 of sheet 1. Step 1: Place your cellpointer in cell D5 of sheet 1 and initiate the formula by clicking the AutoSum button on the standard toolbar.
Technology

MS Word: How to Place Borders Around Text

You may already be familiar with how to place a border around a paragraph using the options in the Borders and Shading dialog box.Sometimes, however, you may want to use a border to emphasize one or more words of text for a specific reason. For example, you may want to highlight some words that should be recognized at a glance.To do place a border around specific words, select the text around which you'd like to create a border. Then choose Format/Borders And Shading from the menu bar.

Excel Tip: Change Excel Default Settings

If you find that every time you create an Excel worksheet you need to change settings, such as margin, number format, typeface, footer, column width, etc., and these changes are the same for each of your worksheets, you may want to simply make changes in the new worksheet defaults.To create new default settings in Excel, follow these steps:1. Open a blank workbook.2. Without entering information in the cells, make all the formatting adjustments that you want to incorporate into your future workbooks.3. Choose File, Save. The Save As window will appear.4.
Practice Management

Seminars: Let’s Get the Word Out

Seminars are a great way for accounting firms to introduce a new service, educate on a current service or inform clients on an issue that may be very pertinent to their financial situation. However, often times the message misses its mark due to an unsure approach to the audience and lack of follow-up. The following are a few ways to update your checklist for ensuring greater success with your own seminar.Make sure your audience is appropriate for the topic. Not everyone on your client list is meant for every subject or service your firm hosts seminars on.

Excel Tip: Alphabetizing a Column of First and Last Names by Last Name

How many times have you entered a list of names, first and last name in the same column, like this:Joe SmithMargaret HowardSherry AndersonMichael WilsonMeredith Morganand so on……only to find that you need to alphabetize the list by last name. Do you have to re-enter the entire list so that the last name appears first? Here's a quick method for sorting a list like the one above by last name.The process involves separating the text into two columns, one for the first name and one for the last name.

Getting Great People

The following editorial was provided by Results Accountants Systems.It seems a long time ago now.I was playing the classic ‘victim’ — something had happened that I didn’t think was my fault and I said so. And then this wise person said something I’ve remembered ever since:“When you point the finger of blame at someone, there are one, two, three fingers pointing right back at you.” (To understand that graphically, just go ahead and point at someone close to you right now.
Technology

Word/Excel Tip: Resize Toolbar Text Buttons & Boxes

If you need to make room for additional buttons, you may want to decrease the size of some of the toolbar boxes, such as the Zoom, Font or Style boxes. Or, perhaps you'd like to increase the size in order to see the entire entry of each option in a dropdown list.To change the width of a toolbar text button, text box or list box, choose Tools/Customize to display the Customize dialog box and enable toolbar editing.Next, click on the toolbar box you wish to resize to select it.

AICPA Launches Inexpensive Do-it-Yourself CPE

The AICPA is leading a new trend in CPE. This flat rate, all you can eat philosophy, provides over 1,000 hours of CPE for a flat rate of $95 per year, or $295 for non-AICPA members. Pay the fee, take all the courses you want, and work at home or at the office, at your own pace, at any time of the day or night, to complete the material and get your credit.The one- and two-hour courses cover hundreds of areas of educational needs in the major categories of Accounting & Auditing, Consulting Services, Management, and Taxation.

Excel Tip: Quickly Print Designated Areas of a Worksheet

Set up your various print ranges first by using your mouse to select a range, then assign a name to the range. Assign a range name by choosing Insert, Name, Define from the menu. In the Names in workbook field, enter the name you want to use to identify this selected range. You cannot use spaces in your range name. Click OK to complete the process. Assign other named ranges in your worksheet in the same manner.
Technology

Shortcut to Blank Slides in PowerPoint

More often than not, you're working on a PowerPoint presentation, and want to insert a blank slide into your presentation.The typical way to do this is to point your mouse to "Insert," click on "Insert New Slide" and then choose a format.If the format remains the same, as it does in many PowerPoint presentations, here is a nifty shortcut.You can simply insert a blank slide by holding down the [Shift] key and clicking the Insert New Slide icon on your toolbar. By doing this, you bypass the New Slide dialog box.

Excel Tip: Automating the Filepath on a Spreadsheet

On the surface it would seem that entering the name of your path and file in the footer (or header) of an Excel worksheet is not an automatic operation. This is such a frequently-requested task, you would think that there would be a quick menu choice to perform this duty. But there is not. In the absence of such a menu selection, here is a quick little macro that you can place in your worksheet that should do the trick. Choose Tools, Macro, Macros from the Excel menu.

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