Training from Adkins Matchett & Toy
Download and go!
Expert fin
Fundamental Excel skills for modeling 1 Shortcuts 2 o!y 3 "asicFormat # Formulas & Abs'ef
Fundamental keyboard shortcuts o!ying formulas and data Sim!le formatting commands "asic formulas and S$% function Absolute and relati(e reference reference
6
PowerMoves
Powerful ways to clear and paste
) 8 10 11 12
Functions "usinessFormulas rossSheetFormulas +rrors .ntegrity harts
t
A*+'A,+ A*+'A,+- .F.F- %A/%. "asic business formulas and their a!!lication Formulas built across multi!le sheets ommon +cel errors and ho4 to fi them .ntroduction to integrity checking "asic chart creation and editing
o to ne nex xt s ee eett (CTRL Page down or click the link) et !age
5he use of this model is intended solely as a learning aid for !artici!ants in A%56s training !rograms or academic courses7 A%5 assumes no res!onsibility or liability 4hatsoe(er4hatsoe(er- to the client or to any third !arty!artyfor any other use or !ur!ose7
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
ncial training For est reslts" work rogh the files files in order!
Training from AMT © AMT AMT Training Training All rights reserved !eproduction in any format without written permission prohi"ited
#ee our we"site for more info$
wwwamttrainingcom
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
Lesson #$ Power %o&es
© 2003 201# Adkins %atchett 9 5o
Prere%uisites
&ontents
'ou must know how to(
This lesson covers the following skill
"uild formulas
lear formats
o!y formulas
:elete and insert cells- columns- r
$se absolute reference
$:;
$se $:;
$se the +dit Paste S!ecial comm
"efore you can complete this lesson
Selecti(ely co!y formats- formul %ani!ulate numbers 4ith o!era
Go to next sheet (CTRL Page down)
)A!*+*,$ =ou may not be able to !erform some normal +cel o!erations in this
file7 .t6s !rotected against certain actions7
© 2003 by Kathleen Adkins
Page 3 of 28
Training from Adkins Matchett & Toy
s(
o4s
nd to< as- (alues- and more ion commands
© 2003 by Kathleen Adkins
Page # of 28
4447amttraining7com
Training from Adkins Matchett & Toy
Power moves &lear Different wa's to clear :elete key< lear contents only +dit lear< lear formats- clear e(erything in the cell S?.F5 5'@ lear borders
Deleting cells" rows" or col%ns Cells, rows, columns +dit :elete +dit delete cell Fill the >hole> left by the delete by mo(ing remaining cells to the left or u!
+nsert ptions for inserting .nsert entire ro4 .nsert cell in ro4 Shift cells to right of insert right or down
Edit paste special !egular copy and paste
Copies EVERYT!"#$ %order, cell color, format, etc
&opy and paste special with Edit Paste #pecial
'astes part of the cell$ format, formula without format, the formula(s )alue, column width, and much more
Format
Edit Paste pecial For%at Paste the format- nothing else
o!y- then !aste 4ith A@5 h ( s
Formula
Edit Paste pecial For%la Paste a formula without its formatting
o!y- then !aste 4ith A@5 h ( s f
© 2003 by Kathleen Adkins
'eference !age
4447amttraining7com
Training from Adkins Matchett & Toy
Power moves .alue
Edit Paste pecial *ale Paste the value of a formula arningB 5his o!eration con(erts your formulas into hard numbersB
o!y- then !aste 4ith A@5 h ( s (
&hange num"er sign
Edit Paste pecial +ltipl' Multiply other cells "y the copied num"er
o!y a number to multi!ly by- like C1 Paste 4ith A@5 h ( f m
/ther features
Edit Paste pecial Try pasting these( olumn 4idths 5rans!ose *works on data, not formulas+ Add- subtract- multi!ly- di(ide
© 2003 by Kathleen Adkins
'eference !age
Training from Adkins Matchett & Toy
Power clear and 0*1/ Different wa's to clear cells lear< ontents only +dit lear All< Formats- e(erything S?.F5 5'@ lear borders +dit :elete< >olla!ses ells> Shifts information u! or o(er
,sing the Delete ke' to Clear$ lear this cell6s contents 55
2&
'ress the -elete key
-otice that the for%at is not cleared! .st the c ontents! ,-D with CTRL / . lear this cell6s contents 55
234
'ress the -elete key
-ow t'pe a n%er into the cell0 The cell is still old and for%atted as percent0 ,-D with CTRL / / lear this cell6s contents 55
0
'ress the -elete key
T'pe another n%er into the cell0 The n%er shold still e red and italici/ed0
,ndo and restore 1 $ndo 3 times CTRL 1 2 ti%esG 0 'estore 3 times7 CTRL 3 2 ti%esG
Clear e&er'thing in the cell 2 lear e(erything out of the cell
5 lear this cell DDDE
2&
Edit Clear All A4T h e a
E)erything g
234
Edit Clear All A4T h e a -ow t'pe a n%er into the cell0 The percent for%at and old are gone!
6 Select the block of labels and numbers belo47
Press the :elete key7 otice that the borders remain7 So do the colors and other formats7
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
o4 clear +*+'=5?., 4ith +dit lear All7 ales growth osts H of sales ;ther income
4056 I870H 1070G
4056 I870H #70
4056 I870H 270G
4056 I870H 37I
Clear for%ats onl' Clear onl' the for%ats fro% these cells0 7 Scenario 1
Edit Clear 8ormat A4T h e f
9
786
Edit Clear 8ormat A4T h e f
J3#7&0
Edit Clear 8ormat A4T h e f
total
.
Edit Clear 8ormat A4T h e f
Clear orders onl' / lear the borders from these
cells7
23# I) 8
:!8T CTR4 ;
3 +o&e to next sheet
© 2003 by Kathleen Adkins
Page 8 of 28
Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
oes3
© 2003 by Kathleen Adkins
Page of 28
Training from Adkins Matchett & Toy
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
+nsert and delete techni%ues Delete cells" rows" col%ns (Collapses the worksheet) :elete 'o4 )7
1#70 I&71 1-#327I
2#7# II7# 1-&H
2)71 I870 1-&078
3870 )17I 8&07&
2#7#
2)71
3870
9tr :
9tr 2
9tr ;
10-000 1-#00 3-#00
10-000 1-I00 3-300
10-#00 1-I00 3-200
'ut cell cursor anywhere in the row to delete =se Edit Delete Row A4T h d r . :elete the bordered cell only 5 =se Edit Delete hift cells left A4T h d d l Enter
1#70
/ :elete the column 4ith the "old number =se Edit Delete Col%n A4T h d c
7nsert cells (Rips open the worksheet) 1 5he label for marketing materials 4as left out7 .t should a!!ear beside the 2-000 e!ense7 .nsert a cell bet4een :ales salaries and 'romotions and ty!e the label Marketing materials7
Sales Sales salaries Promotions ou!on costs Profit
0 5he Soft4are number
for tr 2 4as left out7 .nsert a cell for Soft4are- tr 2 and ty!e in 1&007
10-000 #-000 2-000 1-000 )00 2-300 1ivision
hi!s Soft4are Assembly
End
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
I&7)
<=>
9tr >
10-&00 2-00
© 2003 by Kathleen Adkins
Page 12 of 28
Training from Adkins Matchett & Toy
Edit paste special
7t8s ti%e for 'o to learn a powerfl new wa' to paste! Edit Paste pecial lets 'o slice 8n8 dice a cell8s contents and paste 9st what 'o want!
Reglar paste$ re&iew Cop' and paste to re%ind 'orself how a nor%al paste works0 o!y this cell 1&
Paste it here 4ith +nter DDE
. o!y this cell
Paste it here 4ith 5'@ (
-otice that a reglar cop' and paste copies E*ER3T:7-G$ order" cell color" for%at" and so forth!
#H
1&H 2>
The next few pages will show 'o how to cop' and paste selecti&el'$ onl' for%ats" onl' for%las" and so on0
+o&e to next sheet
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
Paste formats Edit Paste pecial Format< co!y formats only o!y- then !aste 4ith A@5 h ( s t
Cop' for%ats withot cop'ing the for%la &opy the format from ?
this cell;
?and paste it into ?
Copy >>?
137&0H
Edit 'aste :pecial 8ormat >>>>? A4T h ) s t
.
Copy >>?
3#073#
Edit 'aste :pecial 8ormat >>>>? A4T h ) s t
/
Copy >>?
3#
Edit 'aste :pecial 8ormat >>>>? A4T h ) s t
1
Copy >>?
1#H
Edit 'aste :pecial 8ormat >>>>? A4T h ) s t
Cop' for%ats :2@;:@32
ost of ca!ital ashflo4s 0 .''
1#7&H #-00070G 072
:2@;:@:: :2@;:@3> @>>>>>>> Copy this cell
2-00070
1-00070
:2@;:@38
3-00070
@>>> 'aste the format here
Copy the date format from 'ro%lem 0, Row .2, and paste it to the dates in 'ro%lem 2
31:ec02
2
31:ec11
31:ec0#
31:ec0&
Copy the num%er format from the 'ro%lem 0 cash flows and paste it to the "et income nu 5 et income
#1&&73#
#23)7)
#3&07I8
##2I7I20#
+o&e to next sheet
© 2003 by Kathleen Adkins
Page 1& of 28
Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
;this cell
07#&
1&0H
J870&
2273&H
%ers in 'ro%lem 5
© 2003 by Kathleen Adkins
Page 1I of 28
Training from Adkins Matchett & Toy
Paste formulas
© 2003 201#
Edit Paste pecial Formula< co!y formulas- not formats o!y- then !aste 4ith A@5 h ( f
Paste data into pre>?
this cell; 1#0
?and paste it into ? Edit 'aste :pecial 8ormula >>>>? A4T h ) f
.
Copy >>?
1000700H
Edit 'aste :pecial 8ormula >>>>? A4T h ) f
/
Copy >>?
=55>
Edit 'aste :pecial 8ormula >>>>? A4T h ) f
;this cell
Paste for%las into pre
Sales %fg costs 1 ,ross !rofit
.nterest e!ense +".5 +".5 to interest e!ense Sales et income 0 et margin
:ist 'ear #00 280 120 Copy
&00 #&00
Pro yr :
Pro yr 2
Pro yr ;
##0 308
#8& 3#0
&38 3)&
Edit 'aste :pecial 8ormula A4T h ) f
@>> Copy this formula
I000 3I0 paste the formula here !f you do it right, the net margin should appear as a perce and the yellow %oB should still %e present
+o&e to next sheet
© 2003 by Kathleen Adkins
Page 1) of 28
Training from Adkins Matchett & Toy
dkins %atchett 9 5oy
t
© 2003 by Kathleen Adkins
Page 18 of 28
Training from Adkins Matchett & Toy
Paste values Edit Paste pecial *alue< o!y the (alue of a formula o!y- then !aste 4ith A@5 h ( (
?@R-7-G! This operation con&erts 'or for%las to hard n%ers!
Cop' a for%la" paste its &ale
ash urrent assets 5otal current assets
:ist 'ear #0 I&0 I0
Pro yr :
Pro yr 2
Pro yr ;
#2 I80 )22
#& I# )3
#8 )1# )I2
Copy the formula, then Edit 'aste :pecial Value into the same cell -otice that the for%la disappears and its &ale now appears in the cell
. Exa%ine the cells elow0 Con&ert each for%la to a &ale0 :ist 'ear Pro yr : Pro yr 2
Sales 'ecei(ables H of sales Accounts recei(able
Pro yr ;
120
1#&
130
13I
127&H 1&
18
1I
1)
+o&e to next sheet
© 2003 by Kathleen Adkins
Page 1 of 28
Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
© 2003 by Kathleen Adkins
Page 20 of 28
Training from Adkins Matchett & Toy
Manipulate num"ers with operation pastes Edit Paste pecial o!y a number to di(ide by- like 1000 Paste 4ith A@5 h ( s i o!y a number to multi!ly by- like C1 Paste 4ith A@5 h ( s m
Change the scale of n%ers :i(isor
1-000
@>> Copy this cell
.
Change the scale of these n%ers ' di&iding ' >5550 Sales #00-000-000 Edit 'aste :pecial -i)ide %fg7 costs 2&0-000-000 ,ross !rofit 1&0-000-000
/ 1
;!7 e!enses ;!erating !rofit
80-000-000 )0-000-000
0 2
5aes et income
1#-000-000 &I-000-000
You are asking num%ers %y 9
+ake sign changes Multiplier 555 5
170G
hange in o!erating 4orking ca!ital
o!y +dit Paste S!
7# Change to a negati)e num%er
6
:e!reciation
'ear :
'ear 2
'ear ;
11370G
11870G
117#G
Change to positi)e num%ers
7
a!ital e!enditures
'ear :
'ear 2
'ear ;
FG
&)070G
I1070G
Change to positi)e num%ers
Change the sign of a for%la Multiplier 555
Sales
© 2003 by Kathleen Adkins
170G 1-#0070
Page 21 of 28
Training from Adkins Matchett & Toy
ost of goods sold H of sales 9 ost of goods sold
I&70H 1070 Change the C#: formula to a negati)e "otice how the Edit 'aste :pecial -i)ide oper
Type a multiplier 555
et income :i(idends H of net income :i(idends
32070 1070H 3270G Change the -i)idends formula to a po siti)e
+o&e to next sheet
© 2003 by Kathleen Adkins
Page 22 of 28
Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
EBcel to di)ide these 99
cial %ulti!ly
© 2003 by Kathleen Adkins
Page 23 of 28
Training from Adkins Matchett & Toy
ation affects the formula
© 2003 by Kathleen Adkins
Page 2# of 28
Training from Adkins Matchett & Toy
#ummary @pplication$ ,se what 'o8&e learned Make Ta"le : look like Ta"le 2
Tale >0 Car pa'%ents on A=5"555 with different %atrities and different interest rates %onths 2# 3I #8 I0 #7&0H 8)3 && #&I 3)3 #7)&H 8)& &) #&8 3)& &700H 8)) & #I1 3)) .nterest rates &72&H 880 I02 #I3 380 &7&0H 882 I0# #I& 382 &7)&H 88# I0I #I) 38# I700H 88I I08 #)0 38)
Tale =0 Present &ale of different annities o&er a range of discont rates &ash flows :333 2333 ;333 834 31&73 I307& #&78 884 31I78 I337I &07# 634 3187# I3I7) &&71 +nterest rates 684 317 I378 &78 734 3217& I#370 I#7& 784 32371 I#I71 I72 <34 32#7I I#73 )37
. &opy data from !ange : down into !ange 2 without changing the formatting in !ange 2 1o not leave any empty rows or cells &hange name and header formats as well 1ata range :
+aglen Fleming :omingo Anderssen Pa!e S4ensen allas 'amey
1ata range 2 )ilson
© 2003 by Kathleen Adkins
=ears & # # 3 & 3 & &
%inde 81 )I #& 12 2 I& ) &I
'ears
MB+ndex
1270
3#
PBto E!
3#70H
Page 2& of 28
Training from Adkins Matchett & Toy
Ci 1e*ardo Dones ,ill &i Thorton #ethi )uciak
#70 270 )70 170 370 270 &70 870
## I2 #G && 10# 22 2& 1I
1&70H 3)7&H ##73H )70H 270HG 1#7IH I&72H 878H
End of file pen neBt file
© 2003 by Kathleen Adkins
Page 2I of 28
Training from Adkins Matchett & Toy
© 2003 201# Adkins %atchett 9 5oy
© 2003 by Kathleen Adkins
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Training from Adkins Matchett & Toy
© 2003 by Kathleen Adkins
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