Microsoft Excel
Tips Tricks Formula
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Presented By Terry Freeman
Director of Business Development
BusinessTechPros
What is the Right Software Tool for the
Job?
Microsoft Excel
Excel – Other Factors to consider.
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What is your Goal for the Data your gathering.
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Account Balances?

Estimating?

Billing?

Reporting?
Who Will be using the Spread Sheet? More than one at a time?
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Difference between File locking and Cell locking (Excel Vs Access)
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Excel Locks the Entire workbook when someone has it open

Access or SQL locks only the Cell that is being edited.
Microsoft Access Advantages
Microsoft Access Disadvantages
Should I use Microsoft Access or Excel or
something Else?
Other Products

Salesforce (Cloud Based (SQL)) Management software to Track leads Customers, Vendors,
and Employees.

Microsoft Dynamic CRM (Cloud based or local) Management software to Track leads
Customers, Vendors, and Employees.

Sage Act. (Cloud or Local (SQL) Based) Management software to Track leads Customers,
Vendors, and Employees.

Intuit QuickBooks – Cloud or Local – Create Estimates, invoicing, tracking Banking
transactions, inventory, Accounting.

Crystal Reports – Reporting tool often used with SQL to run custom Reports.
We have Selected Excel for our Data!
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Fast Starts
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Using Templates
Excel Basics
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Rows and Columns
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Simple Formula’s
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Formatting
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Data Validation (Saving time Typing)
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Locking Formulas to a Single Cell
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Data Sorting
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Page Security (locking Worksheets, and Cells)
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Print outs (printing only what you want to print)
Quick References, Cheat Sheets and online Training.
Microsoft Excel - Don’t reinvent the
wheel!

Using Templates.

Preloaded Templates

Searching for Templates

www.Businesstechpros.com training, Microsoft Office, Microsoft Office Templates,
Excel

Why use a Template

Time Saving

Pre-built Formula’s

“Nice looking out of the box”
Excel Basics.
Simple Formula’s
Addition 3+5=8
 Averaging
 Formatting Cells for Easy reading
 Subtraction
 Division
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Multiplication
Formatting Cells
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Font
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Colors
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Numbers
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Borders
Addition
Average
How to get the data you want with Formatting.
Subtraction
3 ways to do Subtraction
How to show Formula’s
Press and hold the Control Key + the ~ key.
Pressing and holding the Control Key + the ~ key will return to the Value of
the Cell.
Division
Multiplication
Formatting Fonts
Fonts
Right Click the Cell or cells that you want to format and select the font items you like.
Alternatively you can right click on a group of cells or the entire workbook and select format
Cells to get more options.
Formatting Cell Colors
Formatting Numbers
Formatting Cell Borders
Data Validation
• Data Tab
• Data Validation
Allow
Any Value
Whole Number
Decimal
List
Date
Time
Text Length
Custom
Check Ignore Blank
Check In a DropDown
Click the Hilighted box left and
browse and select your data.
Box now has a Dropdown Box to
select data from
Locking a Single Cell in a Formula string
Data Sorting
Select Data to be sorted
Data Tab
Sort
Page Security (Locking Worksheets and Cells
Print outs (Printing only what you want to print)
Use Filtering to remove unwanted lines
Questions
Quick References, Cheat Sheets, and online Training
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Training Tab
This PowerPoint Presentation
Seguin Chamber Excel Class 5-15-2015