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The Resource Excel for accountants, Conrad Carlberg

Excel for accountants, Conrad Carlberg

Label
Excel for accountants
Title
Excel for accountants
Statement of responsibility
Conrad Carlberg
Creator
Subject
Language
eng
Summary
A guide for accounting professionals on the features of Microsoft Excel to create reports and planning documents
Cataloging source
DPL
http://library.link/vocab/creatorName
Carlberg, Conrad George
Dewey number
  • 005.54
  • 657/.0285/53
Illustrations
illustrations
Index
index present
LC call number
HF5548.4.M523
LC item number
C3673 2011
Literary form
non fiction
http://library.link/vocab/subjectName
  • Accounting
  • Electronic spreadsheets
  • Accounting
  • Spreadsheet software
  • Accounting
  • Electronic spreadsheets
Label
Excel for accountants, Conrad Carlberg
Instantiates
Publication
Note
Includes index
Contents
1. Using lists and tables in Excel -- Defining a list -- Sorting lists and tables -- Filtering lists and tables -- AutoFiltering in Excel -- AutoFilter vs. advanced filter -- Using the data form -- 2. Excel's pivot tables -- Purpose of pivot tables -- Getting data summaries -- Row fields -- Column fields -- Report filter fields -- Building pivot tables -- Creating multiple row fields -- Dealing with subtotals -- Grouping numeric fields -- The data cache -- Refreshing the cache automatically -- Using named ranges as data sources -- Creating a named range for an aging report -- Static and dynamic named ranges -- Building and refreshing a pivot table from a dynamic range -- 3. Common sizing using worksheets -- The rationale for common sizing -- Common sizing income statements -- Using formulas -- Using values -- Copying and pasting tips -- Preparing comparative reports from QuickBooks -- Dealing with text formats in QuickBooks exports -- Dealing with structural issues in QuickBooks reports -- 4. Charting -- Standard charts -- Pivot charts -- Charts that show time series -- Pivot charts vs. standard charts -- Charting a pivot table's clone -- Using the GetPivotData function -- Budget variances over time -- Problems with a two-dimensional user interface -- Designing the pivot table and pivot chart -- 5. Tools for accountants -- Built-in lists -- Building custom lists -- Managing custom lists -- Creating custom lists -- Using the macro recorder -- Recording a macro -- Running a macro -- Editing a macro -- Renaming a macro -- Advanced macro modifications -- Using keyboard shortcuts -- Copying, cutting and pasting -- 6. Scenarios in Excel -- Scenarios and multiple inputs -- Scenarios and worksheets -- Creating scenarios -- Defining an implicit intersection -- Scenario management comments box -- Protecting and hiding scenarios -- Protected and locked cells -- Preventing changes to scenarios -- Miscellaneous actions with scenarios -- Summarizing scenarios -- Goal Seek -- Solver for more complicated problems -- 7. Payment and depreciation functions -- Using a function -- Using insert function -- Payment functions -- PMT function -- IPMT function --PPMT function -- Positive and negative values -- PV function -- NPV function -- NPER function -- RATE function -- Excel's depreciation functions -- SLN function -- Accelerated depreciation -- SYD function -- DB function -- Supplying a salvage value -- DDB function -- VDB function -- 8. Exchanging data between Excel and QuickBooks -- Format of an IIF import file -- Exporting data into an IIF file -- Saving the IIF file from Excel -- Opening the IIF file in Excel -- Creating multiple lists in one IIF file -- Importing an IIF file into QuickBooks -- IIF file keywords for lists -- Profile lists import files -- Customer type list -- Vendor type list -- Job type list -- Sale rep list -- Ship method list -- Terms list -- Standard list import files -- Chart of accounts -- Customers & jobs list -- Vendor list -- Items list -- Employee list -- Other names list -- Price level list -- Sales tax code list -- Class list -- Summary of list headers -- Updating lists with Excel import files -- Creating import files to update existing lists -- Adding and modifying data -- Working with customs fields -- Saving the import file -- Importing updated data into QuickBooks -- Importing adjusting entries -- Creating a JE import file -- Adding accounts for journal entries -- Importing auto reversing JEs -- Canceling an outstanding accountant's copy
Control code
ocn713862998
Dimensions
23 cm.
Edition
2nd ed.
Extent
x, 310 p.
Isbn
9781932925265
Isbn Type
(pbk.)
Other physical details
ill.
System control number
(OCoLC)713862998
Label
Excel for accountants, Conrad Carlberg
Publication
Note
Includes index
Contents
1. Using lists and tables in Excel -- Defining a list -- Sorting lists and tables -- Filtering lists and tables -- AutoFiltering in Excel -- AutoFilter vs. advanced filter -- Using the data form -- 2. Excel's pivot tables -- Purpose of pivot tables -- Getting data summaries -- Row fields -- Column fields -- Report filter fields -- Building pivot tables -- Creating multiple row fields -- Dealing with subtotals -- Grouping numeric fields -- The data cache -- Refreshing the cache automatically -- Using named ranges as data sources -- Creating a named range for an aging report -- Static and dynamic named ranges -- Building and refreshing a pivot table from a dynamic range -- 3. Common sizing using worksheets -- The rationale for common sizing -- Common sizing income statements -- Using formulas -- Using values -- Copying and pasting tips -- Preparing comparative reports from QuickBooks -- Dealing with text formats in QuickBooks exports -- Dealing with structural issues in QuickBooks reports -- 4. Charting -- Standard charts -- Pivot charts -- Charts that show time series -- Pivot charts vs. standard charts -- Charting a pivot table's clone -- Using the GetPivotData function -- Budget variances over time -- Problems with a two-dimensional user interface -- Designing the pivot table and pivot chart -- 5. Tools for accountants -- Built-in lists -- Building custom lists -- Managing custom lists -- Creating custom lists -- Using the macro recorder -- Recording a macro -- Running a macro -- Editing a macro -- Renaming a macro -- Advanced macro modifications -- Using keyboard shortcuts -- Copying, cutting and pasting -- 6. Scenarios in Excel -- Scenarios and multiple inputs -- Scenarios and worksheets -- Creating scenarios -- Defining an implicit intersection -- Scenario management comments box -- Protecting and hiding scenarios -- Protected and locked cells -- Preventing changes to scenarios -- Miscellaneous actions with scenarios -- Summarizing scenarios -- Goal Seek -- Solver for more complicated problems -- 7. Payment and depreciation functions -- Using a function -- Using insert function -- Payment functions -- PMT function -- IPMT function --PPMT function -- Positive and negative values -- PV function -- NPV function -- NPER function -- RATE function -- Excel's depreciation functions -- SLN function -- Accelerated depreciation -- SYD function -- DB function -- Supplying a salvage value -- DDB function -- VDB function -- 8. Exchanging data between Excel and QuickBooks -- Format of an IIF import file -- Exporting data into an IIF file -- Saving the IIF file from Excel -- Opening the IIF file in Excel -- Creating multiple lists in one IIF file -- Importing an IIF file into QuickBooks -- IIF file keywords for lists -- Profile lists import files -- Customer type list -- Vendor type list -- Job type list -- Sale rep list -- Ship method list -- Terms list -- Standard list import files -- Chart of accounts -- Customers & jobs list -- Vendor list -- Items list -- Employee list -- Other names list -- Price level list -- Sales tax code list -- Class list -- Summary of list headers -- Updating lists with Excel import files -- Creating import files to update existing lists -- Adding and modifying data -- Working with customs fields -- Saving the import file -- Importing updated data into QuickBooks -- Importing adjusting entries -- Creating a JE import file -- Adding accounts for journal entries -- Importing auto reversing JEs -- Canceling an outstanding accountant's copy
Control code
ocn713862998
Dimensions
23 cm.
Edition
2nd ed.
Extent
x, 310 p.
Isbn
9781932925265
Isbn Type
(pbk.)
Other physical details
ill.
System control number
(OCoLC)713862998
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