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Integrated Business Projects

Integrated Business Projects. Part 2 Accounting. Project 13 Preparing Financial Documents. Project 13 Objectives. Create balance sheet and income statement templates Record, assign, and run macros Review macro security levels Use combo box form controls Prepare charts

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Integrated Business Projects

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  1. Integrated Business Projects Part 2 Accounting Project 13 Preparing Financial Documents

  2. Project 13 Objectives • Create balance sheet and income statement templates • Record, assign, and run macros • Review macro security levels • Use combo box form controls • Prepare charts • Save worksheets as Web pages • View worksheets in a Web browser

  3. Project 13 Jobs • Job 13-1: Design and Create Balance Sheet Template • Job 13-2: Prepare Monthly Balance Sheets • Job 13-3: Design and Create Income Statement Template • Job 13-4: Prepare Quarterly Income Statements • Job 13-5: Prepare Charts and Save Workbooks as Web Pages

  4. Job 13-1: Design and Create Balance Sheet Template Jobs List • Designing and creating a balance sheet • Saving a workbook as a macro-enabled template • Recording a macro • Assigning a macro to an object

  5. Transparent Color Jobs List Excel 2007 • Click the Picture Tools/ Format tab. • In the Adjust group, click the Recolor button. • Click the Set Transparent Color button. • Usethe pointer to click on the areas of the picture you want to set transparent. Excel 2010 • Click the Picture Tools/ Format tab. • In the Adjust group, click the Color Button. • Click the Set Transparent Color button. • Use the pointer to click on the areas of the picture you want to set transparent.

  6. Macro Security Settings Jobs List Developer/Code/Macro Security 1. Developer tab 2. Code group 3. Macro Security button Continued

  7. Macro Security Settings(continued) Jobs List Make desired selections from the Trust Center dialog box.

  8. Record Macro Jobs List Developer/Code/Record Macro 1. Developer tab 3. Record Macro button 2. Code group Continued

  9. Record Macro(continued) Jobs List • Fill in the Record Macro dialog box as desired and click OK. • Record the actions for the macro. • Click Stop Recording. Record Macro dialog box Stop Recording button

  10. Run or View Macros Jobs List Developer/Code/Macros 1. Developer tab Macro dialog box 3. Macros button 2. Code group

  11. Job 13-2: Prepare Monthly Balance Sheets Jobs List • Preparing balance sheets • Running macros

  12. Job 13-3: Design and Create Income Statement Template Jobs List • Creating an income statement template • Adding controls to a template

  13. Combo Box Control Jobs List Developer/Controls Developer tab Insert button Combo Box control button

  14. Job 13-4: Prepare Quarterly Income Statements Jobs List • Preparing income statements • Running macros

  15. Job 13-5: Prepare Charts and Save Workbooks as Web Pages Jobs List • Preparing charts • Saving workbooks as Web pages • Viewing Excel worksheets from a Web browser

  16. Save as Web Page Jobs List END SHOW Excel 2007 • Click the Office Button and click Save As. • From the Save as type list, select Web Page. • Click Save. Excel 2010 • Click the File taband click Save As. • From the Save as type list, selectWeb Page. • Click Save.

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