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Welcome to WORKPLACE REVIEW 2011“Building A Stronger Payroll”New Horizons Learning CentresExcel Master Class
Agenda For Today Excel 2007 Interface Overview ‘IF’ Statements Macros Linked Spreadsheets Q & A
Excel 2007 Interface Overview
Why Did Microsoft Change the Layout? …Short Answer is PRODUCTIVITY Less time to access key features Customisable More visually appealing
Ribbon Overview Ribbon Breakdown Tab Group Full Menu Quick Access Toolbar
‘IF’ Statements
‘IF’ Statements Microsoft Definition Checks whether a condition is met, and returns on value if true, and another value if false What does this mean? ‘IF’ statements are a way for you to compare large amounts of data to specific criteria and identify if whether that criteria has been met or not.
Breaking ‘IF’ Statements Down 3 Parts Criteria (logical_test) Value to display if true (value_if_true) Value to display if false (value_if_false)
Writing ‘IF’ Statements Writing the Formula =IF(  Criteria Value if Criteria Met Value if Criteria Not Met
Example
Example Fill Series Down
Example Formula Completed
Questions?
Using A Macro
What is a Macro? A Macro in Excel is a group of functions or commands assigned to a particular button in order to save time.  You would use a macro when you are repeating the same group of commands on a regular basis.
Accessing Macro Tools Choose Excel Options Under Office Button CHECK “Show Developer tab in the Ribbon” Developer Tab Now Shows
Recording A Macro Adjust Columns Left Justify Text/Numbers Bold Names Bold Headings Blue Heading Background Borders
Recording A Macro Click ‘Record Macro” Give Name Complete Formatting Click ‘Stop Recording’
Assign to Button Quick Access Toolbar Click ‘More Commands’ Choose ‘Macros’ on Drop Down Find your macro and click ‘Add’ and then ‘Ok’ Your Macro is Added
Questions?
Linked Spreadsheets
Types of Links Other Sheets Other Workbooks Web Pages Applications
Common Issues Workbook name has been changed Location of either file is changed Columns/Rows are inserted and Absolute References are being used Cell with calculation formula is referring to an empty cell
Common Fixes Limit Access to files with source data If people only need to VIEW information you may wish to save as single file web page Click “Connections” under “Connections” group                          on the “Data” tab to see all links outside of 		the workbook Use “Ctrl + ~” to see formula view Under the “Formula Auditing” group in the “Formulas” tab “Trace Precedents”  “Trace Dependants” “Error Checking”  “Evaluate Formula”
Questions?
THANK YOU FOR ATTENDING   Remember to Stop By the TAPS Booth and  Leave your Business Card  To Win Further Training

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Excel Master Class

  • 1. Welcome to WORKPLACE REVIEW 2011“Building A Stronger Payroll”New Horizons Learning CentresExcel Master Class
  • 2. Agenda For Today Excel 2007 Interface Overview ‘IF’ Statements Macros Linked Spreadsheets Q & A
  • 4. Why Did Microsoft Change the Layout? …Short Answer is PRODUCTIVITY Less time to access key features Customisable More visually appealing
  • 5. Ribbon Overview Ribbon Breakdown Tab Group Full Menu Quick Access Toolbar
  • 7. ‘IF’ Statements Microsoft Definition Checks whether a condition is met, and returns on value if true, and another value if false What does this mean? ‘IF’ statements are a way for you to compare large amounts of data to specific criteria and identify if whether that criteria has been met or not.
  • 8. Breaking ‘IF’ Statements Down 3 Parts Criteria (logical_test) Value to display if true (value_if_true) Value to display if false (value_if_false)
  • 9. Writing ‘IF’ Statements Writing the Formula =IF( Criteria Value if Criteria Met Value if Criteria Not Met
  • 15. What is a Macro? A Macro in Excel is a group of functions or commands assigned to a particular button in order to save time. You would use a macro when you are repeating the same group of commands on a regular basis.
  • 16. Accessing Macro Tools Choose Excel Options Under Office Button CHECK “Show Developer tab in the Ribbon” Developer Tab Now Shows
  • 17. Recording A Macro Adjust Columns Left Justify Text/Numbers Bold Names Bold Headings Blue Heading Background Borders
  • 18. Recording A Macro Click ‘Record Macro” Give Name Complete Formatting Click ‘Stop Recording’
  • 19. Assign to Button Quick Access Toolbar Click ‘More Commands’ Choose ‘Macros’ on Drop Down Find your macro and click ‘Add’ and then ‘Ok’ Your Macro is Added
  • 22. Types of Links Other Sheets Other Workbooks Web Pages Applications
  • 23. Common Issues Workbook name has been changed Location of either file is changed Columns/Rows are inserted and Absolute References are being used Cell with calculation formula is referring to an empty cell
  • 24. Common Fixes Limit Access to files with source data If people only need to VIEW information you may wish to save as single file web page Click “Connections” under “Connections” group on the “Data” tab to see all links outside of the workbook Use “Ctrl + ~” to see formula view Under the “Formula Auditing” group in the “Formulas” tab “Trace Precedents” “Trace Dependants” “Error Checking” “Evaluate Formula”
  • 26. THANK YOU FOR ATTENDING   Remember to Stop By the TAPS Booth and Leave your Business Card To Win Further Training