Secrets of Excel and Access for Accounting!

By Andrei Besedin

Secrets of Excel and Access for Accounting

It is no longer a secret that Microsoft Excel and Access are invaluable tools that help you process data sets that are complicated. As an accountant, mastery of Excel and Access is a skill you must have, and it is also a key to your professional growth. Of course, you can get the job you really want by knowing the secrets of excel and access and also developing superior skills in them.  

Knowing this, we decided to come up with a powerful short book that will show you the secrets embedded in Microsoft Excel and Access. The title of the amazing product is “Secrets of Excel and Access for Accounting.”     

There is little to what you can benefit from this book. From finding financial insight and analysis easy to compiling non-numerical data and crunching numbers, Microsoft Excel and Access continues to benefit the financial and accounting field. Some of the benefits you can derive by purchasing this unique short book are:

• It has a good and outstanding navigation index so it can be used as a reference guide.    


• You will get to have a good knowledge of the secrets of excel and access for accounting which will offer you the ability to undertake intensive quantitative analysis


• It offers clear and popular step-by-step approach which makes explanation easy to follow


• Each paragraph anticipate any likely questions that might be bothering you about Excel and Access for Accounting


• Reading it saves time giving you the chance to put what you have read into practice.

You don’t need to spend all the money on you before getting this book. It is affordable and suitable for all budgets. You can save $1000 by buying this book. No doubt, the result you will get from this book is worth more than its price.

We admit the fact that this incredible and powerful book might not contain all extensive information about Excel and Access. Our goal is to make sure you have a good knowledge of the Secrets of Excel and Access for Accounting, put them to practice and attain a professional growth.

The more you delay purchasing and making use of the secrets in this book the more you are liable to remain in a single spot in your profession as an accountant. Why not choose a winning side when you can.         

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• Language: English
• Publisher: Andrei Besedin
• Release date: Jan 27, 2018

Book preview

www.wiseexcel.com

Introduction

What is Excel?

Excel is a spreadsheet on the popular operating system, Windows. Since its creation, it has been developed to have multiple features such as macro programming, pivot tables, tables, graphing tools, and of course, calculation. This program is often included in Microsoft's suite of programs called Microsoft Office, which you might be familiar with because of Microsoft Word.

Just like the old spreadsheet program, Lotus 1-2-3, Microsoft Excel contains a grid of cells, where you can put in numbers, text, and other types of data. It is commonly used in the accounting industry, government offices, and in homes for budgeting, scheduling, and the like. It takes the load off mundane computing for anyone and everyone and assists professionals with their complex formulas and calculations.

It can provide ease to those people who deal with finance, engineering, and statistics. Excel can also be used to create reports, charts, and histograms. Because of its usability, it has become one of the widely used applications in the world. More often than not, some people even use this program as an alternative to Microsoft Word and PowerPoint due to its versatility.

Table of Contents

Introduction

Chapter 1: Basic Operations in Excel

Chapter 2: The Ribbon and Commonly Used Functions

Chapter 3: Cell Navigation

Chapter 4: Formatting, Miscellaneous Functions and Shortcuts

Chapter 5: Basic Usage of Macros

Chapter 6: Use of Excel Application

Chapter 7: How to Use Excel

Chapter 8: What is Accounting?

Chapter 9: Adjusting the Trial Balance

Chapter 10: Updating the Trial Balances Data Worksheet

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Chapter 11: Balance Sheet

Conclusion

Chapter 1: Basic Operations in Excel

In this chapter, you will be familiarized — or refreshed, if you are already knowledgeable of using Excel — of the basic operations in Excel and their corresponding shortcuts. Take note of them well, especially the shortcuts. Using them can cut the time you need to sit down when using this program significantly.

Creating a New Workbook

To get started with Excel, you must create a new workbook. A new workbook in Excel will often have or contain three sheets. And to create a new workbook, you can press the Ctrl and N keys at the same time. Alternatively, you can create a new workbook by going to the File menu, which you can find in the upper left corner of your screen. Once you’ve clicked it, click on the New menu option.

Opening in a Workbook

In case that you already have a file that you want to open in Excel, you can just press Ctrl and O at the same time. A dialog box will appear where you can browse for the file that you want to open. Take note that Excel files often end with the file extension(s).XLS (for workbooks created using older versions of Excel) or.XLSX (for workbooks created using newer versions).

Saving Your File

Once you are done editing and inputting information in your workbook, you can save your file by pressing the Ctrl and S keys at the same time. In case that you are going to save a new workbook for the first time, the program will show you a save dialog box. This box will allow you to name your file and choose the location where you want to save it.

On the other hand, if the file for your workbook has been already created before, pressing Ctrl and S keys to save the file will just make your program write on your hard drive and will not provide you with any dialog boxes — just like any regular program. Another shortcut key that you can use to save your file is the F12 key.

While it's saving your document, you will be able to see a loading bar that will indicate the progress of the program’s saving function on the status bar, the bar on the bottom part of Excel. Also, your computer might indicate or show an hourglass to tell you that the program is saving your file.

Just like the other operations, you can also save your file by using the File menu. You can do that by pressing the file button on the upper corner of your screen and then press the Save button on the menu.

Printing Your Spreadsheet

To print your spreadsheet or one of your workbooks, you can press the Ctrl button and the P key simultaneously. Doing that will make a program launch the print dialog box and let you print.

Another way to bring up the print dialog box is to click on the File button and then click on the Print button on the File menu. On the print dialog box, you can choose how many copies of your sheet you want to print. You can also select a range of pages in your sheet that you want to be processed by your printer.

In newer versions of Excel, a dialog box will not appear. Instead, whenever you press the Print button or the print shortcut key, you will be redirected to the Print sub-menu under the File menu.

On the other hand, if you want to see a preview of the page that will be printed by your printer, you can access print preview by pressing Ctrl and F2. When pressing this key combination in newer Excel versions, you will be brought to the Print sub-menu that also provides a print preview on the rightmost part of the menu.

Using the Page Layout View

Also, in the latest versions of the program, you will have the option to see a preview of your page within the workspace area by using the Page Layout function. You can find the Page Layout button by clicking on the View menu button on the ribbon.

Another way you can access the Page Layout function is to click its button that is located on the small group of buttons on the lower right corner of your screen. It should be just right beside the page zoom slider.

Closing Your Workbook and Closing Excel

Once you are done editing and saving your file, you might want to close it, together with Excel. On the other hand, you might just want to open a new file and get rid of the currently open workbook.

To close a currently open workbook, you can press the Ctrl and W keys at the same time. Pressing those buttons will close the workbook, and it will leave Excel in a workbook-less state, which will disable most of