Good morning Treasurers and Clerks!
We are happy to announce that Bob Howard will be here at the end of July for a series of Excel training
classes. We heard from several of you that a session in July and then another session in October would be
best, so that's what we're going with. Here are the sessions being offered to you this year:
1. Advanced Excel 2-Day Session – July 23/24
This is Bob's Advanced Excel 2-day session. The agenda is attached to this message. The cost for this session
is $100 per person (or $50 per person per day, just as in previous years). There are 15 spots available, so
please go out to the ACCESS web site and register for this session as soon as possible to reserve your seat.
2. 1-on-1 Sessions – July 25
On Wednesday, July 25th, we are offering 1-hour 1-on-1 training sessions with Bob. This is basically 1-hour of
individual instruction with Bob on a particular topic, macro, spreadsheet, budget model, etc. Anything you'd
like to bring to Bob to work on in Excel is fair game! We just ask that you send him a copy of what you'd like
to work on ahead of time so that he can prepare. There is no cost for this session, but you do need to
register for it on our web site. There are only 7 sessions available due to time constraints.
We do have another block of time reserved for Bob from October 15-19, so if these times don't work for you
we will be scheduling more sessions at that time. If you would like us to look at additional time for more
sessions, please let me know.
Thanks, all. Have a great day!
---John LaPlante
Executive Director, ACCESS
100 DeBartolo Place
Suite 222
Youngstown, OH 44512
laplante@access-k12.org
(330) 965-2830 - Office
(330) 965-7901 - Fax
(800) 782-2204 – Toll Free
http://www.access-k12.org
Advanced Microsoft Excel 2007/2010
Tool for Everyone!
Bob Howard
Professional Development
DAY 3
Introduction
Agenda
Session 1 - 8:30 - 11:30
Rand, Choose, Int, Mod Functions function ....................................................... 1
Alternate Row colors .......................................................................................... 3
Conditional Formatting - Icon sets ..................................................................... 6
Sort on Icons, Data Bars, Rules, Formula Rules ................................................. 9
OR and AND logic formulas ............................................................................ 17
Customized Lists ............................................................................................... 21
Vlookup with complex formulas ...................................................................... 29
Conditional Validation Lists ............................................................................. 32
Excel 2007/2008 Limits .................................................................................... 37
Counta function ................................................................................................. 38
Preparation of data for charting ........................................................................ 39
Multiple variable charts .................................................................................... 47
Changing axis scales, rotation of chart titles ................................................... 51
Charting with subtotals ..................................................................................... 56
Session 2 - 12:30 - 3:30
COUNTIFS and SUMIFS Functions ................................................................ 64
SUMPRODUCT function ................................................................................. 68
Filtering begins, between, by data .................................................................... 74
Advanced Filter ................................................................................................. 80
Criteria Range, List Range, Extract Range ....................................................... 81
AND and OR Advanced Filtering ..................................................................... 84
Creating multiple Reports with Advanced Filtering ......................................... 85
DATE function and Advanced Filtering ........................................................... 94
Unique Records ................................................................................................. 96
NETWORKDAYS function ............................................................................. 97
Age Calculation - DATEDIF, DATE ............................................................... 98
EOMONTH, EDATE, WEEKDAY functions ................................................. 99
Watch Window ............................................................................................... 103
Printing with Title Page .................................................................................. 106
Watermark in Excel ........................................................................................ 109
All Materials - written documents and data examples on CD
Robert Howard ©1999-2011
DAY 4
Session 3 - 8:30 - 11:30
Separating House # and Street Name .............................................................. 117
Separating House # and Street Name – Automated ........................................ 119
INDEX function .............................................................................................. 122
INDEX FUNCTION with MATCH function - Left Vlookup ........................ 124
PROPER function with automation of special cases ...................................... 126
Information on Macros ................................................................................... 131
Installation of Forms for Quick Access Toolbar ............................................. 132
Review Macros and Macro Recorder ............................................................. 134
Relative Macros .............................................................................................. 137
Macro - DO LOOP.......................................................................................... 138
R1C1 cell format ............................................................................................. 140
Relative Macro with DO-LOOP automation .................................................. 141
Advanced Filter Multiple Reports with Macro automation ............................ 142
Session 4 - 12:30 - 3:30
Advanced Filter Multiple Reports with Macro automation Continued .......... 144
Editing Macros ................................................................................................ 155
Creating automated reports with absolute macros .......................................... 156
Creating and Editing a New Module Macro ................................................... 161
Macros with Input boxes ................................................................................. 167
Generating days of the week - third Wed of each month ............................... 172
Formatting dates for emis ............................................................................... 173
Accounting for multiple worksheets and accountsSubtotals .......................... 174
ODE Tables – Combining multi-record worksheets-Vlookup ....................... 183
ODE Tables – Multi-record Automated ......................................................... 198
Multi-Record worksheet – Counting Mon-Fri Absences ............................... 201
Microsoft Web Apps ....................................................................................... 204