Featuring 2007 Excel for CPA's
Presented by J. Carlton Collins, CPA

Click here for the 2007 Excel Case Studies Manual

Click here to download the Excel Tips File shown in the October 18, 2007 Fall Decision Makers Conference and click here to download Bonus Excel Tips

Click here for North Atlanta Chapter Materials

Click here for the 2007 Excel Manual

Click here for the Excel Tips File (password handed out in class)

Click here for the Beginning Excel Manual

Click here for the entire Excel Manual
Course Information
Chapter 1 - Budgeting and Data Analysis
Chapter 2 - Excel Commands
Chapter 3 - Configuration Issues
Chapter 4 - Complex Calculations
Chapter 5 - What's New In Excel 2003?
Chapter 6 - Excel Macros

Excel Examples from Class:

Instructor Biography and Course Evaluation

2004 Excel Manual
Course Information

Chapter 1 - Excel Tips, Tricks & Traps:
Confessions of an Excel Junkie
     The Subtotal Command
     Pivot Tables
     Publish to the Web
     Web Queries
     Sharing Workbooks and Tracking Changes
     Custom Lists
     AutoFilters
     String Arithmetic
     The =LEFT & =MID functions
     Data Consolidation
Protecting files with passwords
Opening files when you forget the password
Hiding zero values
Controlling zeros with the accounting format
Use the accounting format to underline labels
Using custom formats to control numbers
Currency, percentages & scientific notation
E-mail hyperlinks in Excel workbooks
Using auto shapes to create hyperlinks
Publishing your worksheet to the internet
Copying column widths
Default date settings for cells, headers, and footers
Routing files with e-mail
Inserting symbols in Excel
Quickly view all formulas
Displaying fractions
Printing multiple areas
Excel Easter eggs
Moving around the worksheet
     Hyper-scroll
     Highlighting ranges
Finding the top or bottom of a column
Using hyperlinks to navigate
Scroll Mice
Auto commands
     AutoFill
     Custom lists
     Autocorrect
     AutoFit
     AutoComplete
     AutoFormat
Cut/copy & paste
     Simple cut/copy & paste
     Pasting with the enter key
     Cut/copy and paste special
     Word to Excel vs. Excel to Word
Formatting
     Hidden format
     The Accounting format
     The indent icon
     Center without merging cells
     Master templates
Miscellaneous
     Avoid opening and saving files to a floppy disk
     Taming the Office Assistant

Chapter 2 - Excel Commands:
File Commands
Edit Commands
View Commands
Insert Commands
Format Commands
Tools Commands
Data Commands
Window and Help Commands
Drawing Commands
AutoShape Commands
Chart Commands
Web Commands
Forms Commands
Control Commands
Macro Commands
Built-In Menu Commands
New Menu Commands

Chapter 3 - Configuration Issues
Excel Service Packs
The Different Versions of Excel
Tools, Menu & Help Settings - Carlton’s suggestions
Personalizing your Toolbars
Using Microsoft Sound
The Office Assistant
Settings, Workbook Options, Sheet Options, and Window Options
Personalized Menus
Separate Windows on the Taskbar
Virus Protection & Security
Speech Recognition

Chapter 4 - Complex Calculations
Using Arithmetic For Accruals And Deferrals
Adding Labels And Numbers
Parsing Data
=LEFT and =MID
SUMPRODUCT
SUMIF() and COUNTIF()
Array Formulas
Boolean Operators and Error Trapping Functions

Chapter 5 - What's New In Excel 2003?
Advanced Lists
SharePoint Services
Improved Statistical Functions
XML Support
Smart Documents
Document Work Spaces
Information Rights Management
Compare Workbooks Side-By-Side
Other New Features

Chapter 6 - Budgeting & Data Analysis
PivotTables
Sorting By More Than Three Levels
AutoFilter & Advanced AutoFilter
Database Queries
Web Queries
Web Discussion Groups
Scenarios
Shared Workbooks
Track Changes
Merge Workbooks
Timed Update
Save to a Web Page
Opening Excel Spreadsheets Across the Internet
Save as an Interactive Web Page
Excel Add-Ins

Chapter 7 - Excel Macros
Overview of Macros
Macro Recorder
Relative vs. Absolute References in Macros
When to Use the Macro Recorder
VBA Programming Basics
Using the Visual Basic Editor
Examples of Programmed Excel Macros
     Creating a Macro to Insert the Round Function
     Creating User Defined Functions
     The Month Book Macro
     Footer With Path and Filename Macro