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Volume 13, Number 2 

February , 2018
January sure has flown by here in Brampton, ON. With the exception of the two weeks right after Christmas when it was really cold, the weather hasn't been all that bad.

I have been busy during the month with the 2018 Canadian Accounting and Bookkeeping Operations and Technology Survey. This comprehensive instrument is surveying the demographics, practice management and technology that accountants and bookkeepers are currently using and what their plans are for future investments in IT.  I would appreciate your participation .

Your responses are anonymous. At the end of the survey, you can elect to receive a copy of the survey results by providing us with your name and email address. The link on the final page will take you to an online form that is outside the confidential survey. In exchange for your name and email address you will receive:
  • a copy of the survey report, a $99.95 value 
  • a special Excel Magic webinar worth $49.95 and one non-verifiable CPD/CPE credit
  • a chance to win an iPad Mini
  • a chance to win one of six one hour consultations with me to discuss your Excel problems
Please help me with my research by clicking on  TAKE THE SURVEY.
 
In 2018 we are continuing our "Road to Excellence" mini-webinars. You will find information on them below. Attend in person and earn 1 verified CPD credit when you answer a 75% of the polling questions during the session. Every registrant will receive the recorded webinar; so sign up today to ensure that you're on the list.    
New for 2018 is our broad curriculum of over 50 technology-focused CPD live webinars accessible from the comfort of your home or office. We invite you to explore our calendar of Live Webinars covering a wide range of topics including Top Excel Tips and Tricks and Excel Pivot Tables for Accountants - Part 1.

As usual, I welcome your comments at 
[email protected]
 
Sincerely,  
Alan Salmo n, FCPB

 

Excel Tips

 

ExcelAutoFilterSetting the Orientation of Cell Values            
Summary: Excel allows you to easily adjust how you want to display information in a cell. The Aligment icon in the Alignment group allows you to specify the orientation of the information within the cell (in which direction you want the text to be printed). You do this as follows: 
  1. Select the cells whose orientation you want to change. 
  2. In the Alignment group click on the  Click on the  icon
  3. Select the Orientation you want to use from the list.
  4. Click on OK. Your cell content is turned as you directed.
  5. Format your columns so their width is better suited to the new text orientation. 
Summary: Have you ever had the need to type the same data in multiple cells in a worksheet? If so, you know that it can be time consuming if you have to manually enter the data in a lot of cells. Even copying and pasting can be time consuming. Here is a way to type the same data in multiple cells:
  1. Select all of the cells that need to contain the same data. If the cells are consecutive you can click and drag to highlight them all, or you can hold down the CTRL button and click each individual cell. 
  2. With all of the cells still highlighted, type the data you need repeated in all the cells in the last cell you selected.
  3. After you type the data press CTRL and the Enter button. Your data should now be in all the cells you selected.
If you have multiple worksheets that need the same data in the same cells in each worksheet, you can automate this process even further by selecting each worksheet tab before you start selecting the cells in step #1 above. You can select multiple non-consecutive worksheet tabs by holding down CTRL and clicking on each tab, or if the tabs are consecutive you can click the first tab, hold down Shift, and then click the last tab. All tabs in between should also be highlighted. To deselect the tabs, click any other tab that is not in the group of tabs you are working on or right click a tab and select ungroup sheets.
Summary: The Quick Access Toolbar is a useful tool in Excel. If you get a new computer or your computer crashes you don't want to have to create your QATs from scratch. Here is how to backup your Quick Access Toolbar. 
  1. Click the File tab on the ribbon. Click Options. Excel displays the Excel Options dialog box.
  2. At the left side of the dialog box click Quick Access Toolbar. 
  3. Click the Import/Export drop-down list at the bottom-right corner of the dialog box. Excel displays two options.
  4. Choose Export All Customizations. Excel displays the File Save dialog box.
  5. Using the controls in the dialog box, select a location where you want the backup file saved.
  6. Click Save. Excel saves the customization file where you specified it in step 5.
  7. Click on Cancel to dismiss the Excel Options dialog box.
The file created in step 6 is your backup file. You can store it where you store your other backups, and then reuse it by following the above steps, but choosing to import in step 4.

 

Word Tip

 

WordTipAdding a Break to Your Document          
Summary: Word automatically adds page breaks. There may be times when you want to control a page break. Here is how to enter one manually:
Word supports the following types of breaks:
  • Page breaks. Causes the following text to begin at the top of the next page. 
  • Column breaks. Causes the following text to begin at the top of the next column. (If there is only one column in your page layout, the column break functions the same as a page break.)
  • Section breaks. Causes the following text to begin a new section of your document. Where the actual break occurs depends on the type of section break you use. There are four different types of section breaks that can be inserted in your document. 
  • Text-wrapping breaks. These breaks are closely akin to line breaks.
  • (Shift+Enter). A text-wrapping break breaks a line of text and moves the text to the next line. This type of break is intended for use with text that wraps around graphics.
To insert a break in your document, follow these steps:
  • Position the insertion point at the position where you want to insert the break. 
  • Display the Page Layout tab of the ribbon. 
  • Click the Breaks tool, in the Page Setup group. Word displays a list of breaks you can insert.
  • Click the type of break you want to insert.

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K2E Canada Inc. is a leading provider of professional development seminars for the Canadian accounting world.  Each month we publish this free Office Tips e-mail newsletter. These tips will save you time and enhance the appearance of your Office files.
 
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Alan Salmon
Founder 
K2E Canada Inc.
647-722-4741