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MS Excel for Charted Accountant

TABLE OF CONTENTS
1 Basics & Beyond......................................................................................................... 4
1.1 Introduction......................................................................................................... 4
1.2 The EXCEL Screen............................................................................................. 4
1.3 Moving Around................................................................................................... 5
2 Data Entry ................................................................................................................... 8
2.1 Text ..................................................................................................................... 8
2.2 Number (including date, time, percent) .............................................................. 8
2.3 Formulae ............................................................................................................. 8
2.4 Functions............................................................................................................. 9
2.5 AutoComplete ..................................................................................................... 9
2.6 AutoCorrect....................................................................................................... 10
2.7 AutoFill ............................................................................................................. 10
2.8 Data Validation ................................................................................................. 11
3 Totals & More........................................................................................................... 13
3.1 + + + ,…. why not? ........................................................................................... 13
3.2 SUM() Function ................................................................................................ 13
3.3 QuickSum ......................................................................................................... 13
3.4 SUBTOTAL() Function.................................................................................... 14
3.5 SUMIF() Function ............................................................................................ 14
3.6 Sorting Data ...................................................................................................... 14
3.7 Sub-Totals ......................................................................................................... 15
3.8 Conditional Sum Add-In................................................................................... 16
4 Queries in Lists ......................................................................................................... 17
4.1 AutoFilter.......................................................................................................... 17
4.2 Advanced Filter................................................................................................. 17
5 Functions................................................................................................................... 19
5.1 Lookup Functions ............................................................................................. 19
5.2 Date Functions .................................................................................................. 19
5.3 Numeric Functions............................................................................................ 21
5.4 Text Functions .................................................................................................. 21
5.5 Financial Functions........................................................................................... 21
5.6 Some more functions ........................................................................................ 22
6 The Look & Feel of Output ...................................................................................... 24
6.1 Formatting......................................................................................................... 24
6.2 Styles................................................................................................................. 25
6.3 Conditional Formatting ..................................................................................... 26
6.4 Custom Views.. ................................................................................................. 26
6.5 Printing.............................................................................................................. 27
6.6 Saying it with Charts......................................................................................... 27
7 Copying & Moving ................................................................................................... 28
7.1 Paste Special ..................................................................................................... 29
8 Saving Work & Protecting It .................................................................................... 30
8.1 File-Level Protection ........................................................................................ 30
9 Analysing Data.......................................................................................................... 32
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