2004 moms show

Post on 20-Jun-2015

70 Views

Category:

Documents

0 Downloads

Preview:

Click to see full reader

DESCRIPTION

Introducing an Excel Spreadsheet to automate Current Use process for Vermont Listers and Assessors

TRANSCRIPT

2004 MOMS

Conference

Mark PaulsenColchester AssessorVALA

President

Why are we Here?Use MS Excel for Current Use

Automate Calculations

Produce Notice to Taxpayers

Produce reports for file & PV&R

Make our lives easier

VocabularyCells

Cell References

Worksheet

Workbook

TopicsSharing Data

Within a cell (text & data)

Inside Worksheets

Between Worksheets

Labels

ReferencesFloating

Fixed

TopicsProtection

Protecting a Worksheet

Allowing Edits of Specific Cells

Managing Protection

Editing or copying

Restoring protection

TopicsUsing this Workbook

Entering Shared Data

Entering Property Data

Printing Reports & Notices

A Brighter Future

Sharing DataEnter Town-wide Data only once for whole Town

Enter Property Data only once for each property

Move Shared Data where ever needed

Sharing DataWithin a Cell

Mixing Text and Data

Within a WorksheetCell Reference

Within a WorkbookLabels

Sharing Data within a Cell

=("You have the right to appeal these values. If you wish to pursue an appeal, you must file your appeal in writing with the Listers prior to 4:00 PM on "&(Date)&". Please be aware of the importance of this date; appeals received after "&(Date)&"--even if postmarked by "&(Date)&"--are untimely and cannot be heard. Please include a daytime telephone number to schedule the hearing.")

Sharing Data within a Cell

Sharing Data within a Worksheet

Notification to Taxpayer

Mailing Information (before shared data)

Sharing Data within a Worksheet

Mailing Information (with shared data)

Any cell can be given a name or label that can then be used throughout the workbook. Changing the value of the labeled cell will change that value everywhere the label is used.

Labels

Values that are the same for all properties are entered or edited here. They automatically appear where ever the label is used.

Labels in Action

Labels

Labels in Action

ReferencesFloating References

Change when copiedGood for ‘dragging’ calculations

Fixed ReferencesAlways go back to a specific cellA label is a fixed reference

Floating References

Fixed References(using locked cell addresses)

Fixed References(using labels)

This section calculates the use values, but does not print on the final report.

ProtectionPrevents changes to designated cells, worksheets or workbooks

Specific cells can be excluded,

and specific rules applied

Applying Protection

From Excel Toolbar Select:

Tools

Protection

Protect Sheet (Off / On)

Allowing EditsFrom Excel Toolbar Select:

Tools

Protection

Allow Users to Edit Ranges

Protection Here and Now

Applied to protect formulas, and all pre-determined cells from user changes

Must be turned off to edit or copy worksheets

Must be turned on otherwise

With Protection OnMost cells can’t be touched

Data fields may be used and values will move throughout the worksheet or workbook

Using this Workbook

Entering Shared Data

Entering Property Data

Printing Reports and Notices

Notice to Taxpayer (Window)

Report to PV&R (with Highlights)

A Brighter FutureCopying Year to Year

Changing Rates, Dates, etc.

Editing Property Data

Everything else is already done!

TimeFor

Questions

Contact Information

Mark Paulsen

P. O. Box 55

Colchester, VT 05446

(802) 655-0863

mpaulsen@town.colchester.vt.us

www.vtala.org

Please fill out the feedback form

top related