#expert excel projects tweet book01

8/3/2019 #EXPERT EXCEL PROJECTS tweet Book01

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E-mail: [email protected]

20660 Stevens Creek Blvd., Suite 210,Cupertino, CA 95014

#EXPERT EXCEL PROJECTStweetBook01

By Larry Moseley

Foreword by Ed Becmer

Taking Your Excel Project rom Start to Finish Like an Expert

Book Excerpt


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:

BOOK EXCERPT Table of Contents

Foreword by Ed Becmer

Section I: What to Do Beore You Start

Section III: Working with Formulas and Formatting

Section V: What to Do When You Think You Are Done

Section VI: How to Decipher and Change Someone Elses Excel Project

About the Author



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3#EXPERT EXCEL PROJECTS tweet

ContentsThis is the Table o Contents (TOC) rom the book or your

reerence. The eBook TOC (below) difers in page count rom the

tradebook TOC.

Foreword by Ed Becmer 11

Section I

What to Do Beore You Start 13

Section II

How to Get Where You Want to Go 27

Section III

Working with Formulas and Formatting 51

Section IV

Important Mid Game Considerations 67


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Section V

What to Do When You Think You Are Done 81

Section VI

How to Decipher and Change SomeoneElses Excel Project 91

Appendix A: Postscript 105

Appendix B: Additional Inormation 107

Appendix C: Spreadsheet Considerations 109

About the Author 111



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#EXPERT EXCEL PROJECTS tweet 5

Foreword

Larry Moseleys new bookEXPERT EXCEL PROJECTS tweet

provides insights and simple solutionsor complex and heavy Excel userssuch as accountants, controllers, and

auditors. Now, there is a straightorwardreerence book to help todays users plan,implement, and manage their day-to-day

use o Excel spreadsheets.

Ed Becmer,CPA, CTP-D

Partner, CFOs2GO


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What to Do Beore You Start

Section I

Beore starting a project, you need todetermine what you want to accomplish,

your data source, and what you want topresent and to whom. Without a clear road

map, your project may not end when andwhere you hoped it would. Road maps allow

you to articulate your objectives and thestrategies you shall use in reaching these

goals, so take the time to map out yourproject beore you begin!


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1

2

When starting a new Excel project it

pays to plan ahead. Careulpre-planning can eliminate many

common errors.

Part o the starting process is

determining what you want to

accomplish and what steps

you need to take.


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3

4

Changes are inevitable. Planning or

uture maintenance will assist you or

others in making those changes.

Ask yoursel this question. Is your

project going to be used by oneperson (yoursel) or will multiple

people be using it?


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Working with Formulas

and Formatting

Section III

In various studies in which spreadsheetswere reviewed, a significant number

o them contained errors in the use ounctions as well as modeling errors.1

Prevent these common mistakes bystablishing proper guidelines and

ollowing the rules set orth in thoseguidelines. Adhering to a set procedural

plan will help you to create an efectiveand e cient spreadsheet project. Taking

the time to plan ahead will also assist youin remembering the specific details o

a project, such as what the spreadsheetwas or and why it was created. The

accessibility o this inormation willbe very useul i needed weeks, months,

or years rom now.

1. Appendix C: Spreadsheet Considerations


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61

62

Test your ormulas and use ounctions separately using known

data and results.

When designing more complicated

ormulas, write them as a text

statement first.


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63

64Testing separate sections o a complex

ormula will increase ef ciency and

save enough time to allow or writing

documentation.

Write and test each section o a

complex ormula separately

beore combining the sections

into the final ormula.


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What to Do When You

Think You Are Done

Section V

The real work begins when you think

you are done. You need to confirm yourlogic and ensure that what you present isa true reflection o the data. Studies have

ound that a significant number o theworkbooks reviewed had output that was

misinterpreted.2 Honest mistakes happen,but these misinterpretations can be

easily caught and fixed by alwayschecking your work.

2. Appendix C: Spreadsheet Considerstions


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103

104

Highlight input cells or areas with a

distinctive color to acilitate data input.

To prevent write-overs and to allow

tabbing or input, unlock input cells or

each worksheet and then protect it.


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105

106

I you are importing data, double-check

your work to ensure that the imported

data is always in the same ormat.

Return to your original flow charts

and concepts and confirm that youhave included all o the items you

planned to incorporate.


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How to Decipher and Change

Someone Elses Excel Project

Section VI

Many times, you may need to workwith an Excel project that someone else

developed, and the original developermay no longer be available to answer and

explain questions that arise. Many o theitems addressed in the first five sections o

this book are applicable when beginningwork on a new Excel project, but there arediferent techniques that must be utilized

in this type o situation. With existingprojects, you must think like a detective. Agood detective always gathers inormation

meticulously, confirming its place in theinvestigation beore moving on.


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118

119

Save your own historical copy

or uture reerence. This can beinvaluable when you run into

problems while making changes.

Your first step should be a visual

review o the main display pages.

Look or obvious errors like missing or

illogical numbers and ormulas.


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21#EXPERT EXCEL PROJECTS tweet

Larry has maintained a stellar 35-year track record working asa finance executive in corporate America. He has applied hisfinancial acumen in a range o corporate environments, rangingrom business startups to large corporations. Over the years, Larryhas developed several complex projects using Excel and has alsoreviewed and simplified existing projects. His experience is evidentin the knowledge that he sets orth in this book.

Larry was introduced to spreadsheets when the IBM PC was released.Filling a need at local computer stores, he learned the spreadsheetsthen available or the IBM PC and taught their spreadsheet classes.He has continued teaching and provides hands-on Excel classesor companies and organizations.

Larry has used spreadsheets as an intricate part o his toolbox and hasused Excel in all o his business consulting. At one time or another,he has used most o Excels unctioning capabilities, including VBA(Visual Basic or Applications).

Many studies have discussed the high error rate prevalent inexisting spreadsheets used throughout corporate America. Larrys

experiences improving existing Excel projects have confirmedthe validity o these studies and their causes. As he works withexisting projects, Larry is constantly developing his techniques oinvestigation and improvement.

About the Author


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Getting #EXPERT EXCEL PROJECTS tweet Book01

(http://www.happyabout.com/thinkaha/expertexcelprojectstweet01.php)

#EXPERT EXCEL PROJECTS tweet Book01 can be purchased as an

eBook or $14.95 or tradebook or $19.95 at

http://www.happyabout.com/thinkaha/expertexcelprojectstweet01.php

or at other online and physical book stores.

Please contact us or quantity discounts [email protected] or to beinormed about upcoming titles [email protected] or phone

(408-257-3000).


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