Financial Assistance
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Microsoft Excel is one of the best financial assistance tools you can get as a small to medium size business owner. Unlike many of the financial assistance tools which are too complicated to use for small business owners, Excel is widely used and appreciated by small and large companies alike.
You can use the tips and guidelines below to get more from Excel as a financial assistance package.
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Cntrl keys
Knowing shortcut keys helps to reduce time when working with spreadsheets. The Control (Cntrl) key can be used with a number of keys to perform functions quicker. Use Cntrl with A to select all the cells in the spreadsheet at once. When you use it with the Page down or Page up key it will take you to the previous or the next worksheet. If you use it in combination with the Shift and Home key, you make a selection from the current cell to A1.
Quick copy
If you want to copy a cell to several other cells, you only need to make the selection and then move your mouse pointer until it is located at the right corner at the bottom of the specific cell. The cursor will change into a plus once it is in the correct position. Left click the mouse and hold it in while you drag the highlight until you have selected all the cells where you want it copied to. Once the mouse button is released the cell will be copied to the selected spaces.
Printing headers and footers
Although the spreadsheet model looks amazing on screen, you need to be able to print headers and footers as well to enhance the visual appearance if you want to share it in printed format. To do this, select File, then Page Setup and then select the Header and Footer option to insert them.
Also be sure to visit our free training on Excel for financial assistance pages to learn advanced features. Audit Excel provides a wide range of training videos, courses and spreadsheet solutions. Contact us to help your staff become experts in the use of Excel spreadsheets.
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Through the provision of centralized access to accounting records
contained in spreadsheets for a specific group, the confidentiality
of the data can be protected. This is made possible with features
allowing view rights restrictions and making sure that the copy
shared is always the most current one.
Excellent Control
The Excel Server control provides more consistency for information
sharing and updating within the enterprise. Delivering performance
is increased and through automatic refresh functions the latest
version of a spreadsheet can be seen.
Contact and sharing through database functionality
Excel has gone one step further to improve access and importation
of data into spreadsheets. It is now possible to access data and
use it in the spreadsheets without knowing all the data sources.
The enterprise IT division can make a set of databases available
to the employees, which can be accessed through the Data Connection
Library. This makes it possible to use the vital sources and import
the required data into specified spreadsheets without passwords.
Accounting records contained in spreadsheets can also be managed
through snapshots. Although the snapshot has the same look as the
original copy, it only holds the values and format of the original
one. Formulas and confidential or restricted properties are hidden.
The value of the snapshots view is in sharing information with clients
in a secure form without compromising sensitive information. It
is also the ideal tool to use in analysing data for the purpose
of trend identification and compiling reports.
With the SharePoint Server 2007 an additional benefit is gained
in Excel; that of View Item Right, which restricts the execution
of files available on the server and access in the snapshot view
to hidden values and formulas contained in specific sections of
the spreadsheet. This is especially important to protect sensitive
information contained in accounting records. It prevents the downloading
of a whole spreadsheet by clients. This is an improvement in security
and safeguarding of enterprise intellectual property. Even with
the restriction in place, interaction is still possible and users
can still view the required data through a web browsing facility.
Uploading spreadsheets to share on SharePoint Server 2007
The new version of Excel and the provision for uploading data to
the SharePoint Server holds several advantages for the users and
the enterprise alike:
- Secure publishing since Excel Services makes files available
- held in the administrator folders. The list of locations where
the files are stored is provided to allow SharePoint Server to
make it available.
- Control is maintained when documents are published to the SharePoint
Server through access restrictions to parts of sheets within spreadsheets.
- Simplification of the maintenance for specific data connections
through the Data Connection Library is obtained.
Reporting enhanced
Excellent report management is available that enables clients and
or colleagues to view specific information contained in the spreadsheets
while the company intellectual property is still safeguarded. It
is possible to select which cells to publish so that the required
information can be shared.
Obtain feedback
After you have created the spreadsheets, they can be forwarded
to colleagues for feedback via electronic mail. If you need feedback
urgently, you can also make use of the review workflows application
available on the SharePoint Server and Excel. To do this, simply
select the relevant SharePoint Server workflow in Excel. Tasks are
created for all the participating persons and they are notified
of the attachments needing review. Once received, they can update
their status in the completion form supplied.
If your company makes use of Excel as part of its daily functions,
visit the Audit Excel site on a regular basis where Miricle Solutions
provides innovative solutions to risks associated with spreadsheets
usage, including the sharing of accounting records in Excel spreadsheet
formats.
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