Download Excel for Accountants: Tips, Tricks & Techniques by Conrad Carlberg PDF

By Conrad Carlberg

Accounting professionals learn how to get the information they want speedy with this consultant to Excel features that control and kind monetary data. Comprehensive yet concise chapters explain how to automate the access of universal company formulation; easy methods to use pivot tables to extract info; tips to increase stock, depreciation, and fiscal summaries; and the way to establish other standard monetary calculations.

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The associated data field items will follow their row field item. All you have to do is click a row field item, move your cursor over the cell's top or bottom edge, hold down the mouse button and drag. Chapter 2 • Pivot Tables • Ascending. The row field items will sort themselves automatically in ascending order. If you add a new record to the pivot table's data source, and that new record contains a row item not yet in the pivot table, Excel adds it to the pivot table in ascending row field order (but not immediately: see the section on the Data Cache later in this chapter).

The drop-downs limit the possible entries to those that you want to allow. Choosing Data Validation walks you through the process. You wouldn't know that this had happened — that is, an extra version of Southeast sneaking into your list — without either poking around for one, or using a tool such as Advanced Filter (or pivot tables) that highlight the presence of an erroneous value. Using Advanced Filter, you arrange for a shorter list consisting of the original list's unique values. Chapter 1 • Using Lists in Excel Here's how to filter for unique values in your list: 1.

The values you see in cells A3:A6 are called items. A pivot table can handle thousands of items (the upper limit has increased with every release since Excel 95). In theory, you could have a field called Age In Weeks, which could take on every value from 1 to, say, 4680, and it could be a field in a pivot table, with one row for each week. Of course, while there might be a situation in which you would want to see a summary value for each of 4680 items in a field, it's hard to imagine a realistic one.

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