Excel and Access for Accounting
By Glenn Owen
The following are revisions and additions to the Excel and Access for Accounting text for students using Office XP versions of Excel (2002) and Access (2002) instead of Office 2000.
I’ve included new screen shots where windows are different in XP than in 2000 and provided new text where procedures have changed.
This memorandum is split into three parts: revisions to the Preface, revisions to Part 1 (Excel), and revisions to Part 2 (Access).
Preface Revisions
Revised Figure P.1
Revised Figure P.2
Revised Figure P.3
Revised Figure P.4
Revised Figure P.5
Revised Figure p.6
Revised Figure P.7
Revised Figure p.8
New Figure P.8A
International Tab of the Options Window
New Figure P.8B
Save Tab of the Options Window
New Figure P.8C
Error Checking Tab of the Options Window
New Figure P.8D
Spelling Tab of the Options Window
New Figure P.8E
Security Tab of the Options Window
Revised Figure P.9
Revised Figure P.10
Revised Figure P.11
Revised Figure P.12
Revised Figure P.13
Revised Figure P.14
Revised Figure P.15
Revised Figure P.16
New Figure P.16A
Pages Tab of the Options Window
New Figure P.16B
International Tab of the Options Window
New Figure P.16C
Spelling Tab of the Options Window
Part 1 Revisions
Revised Figure 1.2
Page 6: The Excel Window
Add to last paragraph: Kyle explains that this feature may be turned off by customizing the toolbar to always show full menus.
Page 7: To explore the worksheet window
After step 2: Trouble? This feature may have been disabled on your computer. To reset, right click on the menu bar, then select Customize. Click the options tab and uncheck Always show full menus.
Page 7-8: To use the help system to identify keyboard shortcuts (revised steps)
- Click Help on the menu bar, then click Microsoft Excel Help. (Alternatively, you can press the F1 key.)
- Select the Contents tab.
- Click the + sign next to the Microsoft Excel Help topic to expand the sub items. Now your screen should look like Figure 1.3
Revised Figure 1.3
- Click the + sign next to Accessibility in Excel then click Keyboard Shortcuts. The window to the right of the help table of contents should now display Keyboard Shortcuts. Alternatively, you could click the Keyboard Shortcuts item located under Help Topics in the right-hand screen titled Microsoft Excel Help.
- Scroll Down to the Keys for Workbooks and Worksheets sub-topic and click Move and scroll within worksheets.
- Scroll down this list of keyboard shortcuts noting how to use the arrow keys, Home key, Page Down, Page Up, and End key.
- Close the Microsoft Excel Help Window (by clicking in the close window X in the upper right corner of the Help window), then test your newfound knowledge of shortcut keys by moving around the Excel window using each key.
Page 10: To save a workbook file:
After step 1: Trouble? If you have retrieved the file from a CD, you will not be allowed to save the file back to the CD. Change the location of where you want the file to be saved, your hard drive, for example.
Page 20: Revised Figure 1.8
Page 20: Revised Figure 1.14
Page 53: To create a pie chart of expenses:
7. Click the Legend tab, select Bottom in the Placement section and click Next.
8. Click on the Data Labels tab, select Percentage, and click Next.
Page 88: Figure 5.5
Revisions for Part 2
Page 120: Revised Figure 7.2
Page 120: To create a new blank Access Database:
1: Click Blank Database under the New section of the New File box at the right of the screen.
2: type Inventory.mdb in the filename: edit box, then click Create.
3: The Access window shown in figure 7.3 should appear.
Revised Figure 7.3
Page 121: To enter and use the help system to learn more about tables:
1: Click Help on the menu bar, and then click Microsoft Access Help. (Alternatively, you could press the F1 key.)
2: Click the Contents tab of the help window.
3: Click the + sign next to Microsoft Access Help to display the sub items.
4: Click the + sign next to Tables and then click the help topic About Tables.
5: Browse through the About Tables topic by clicking on the various bullet points.
6: Close the Microsoft Access Help window by clicking in the close window X in the upper right corner of the window.
Page 128: To print all three tables
Steps 3,6,10: Right Click anywhere on the print preview and then select print. The Print dialog box should appear. Click OK to print a copy of the table, then close the preview and table window.
Page 130: to print the query
Step 3: Right Click anywhere on the print preview and then select print. The Print dialog box should appear. Click OK to print a copy of the table, then close the preview and table window.
Page 133: To create a report of all products listed by product number:
Step 8: Select ProductID in the first sort order list box. Make sure the sort order is Ascending and not Descending, and then click next.
Page 134: To edit the Product by Product ID report:
Step 1: Change to the Design view by right clicking on the report preview and selecting Report Design.
Page 136: To print the Products by ProductID report:
Step 3: Right Click anywhere on the print preview and then select print. The Print dialog box should appear. Click OK to print a copy of the table, then close the preview and table window.
Page 148: To add a picture to the product table:
Step 10: Click OK in the Insert Object window. This window should then close and the table should now contain the words Package in the Picture field of the Product ID 1 record.
Page 156: To utilize the format and input mask capabilities of Access:
Step 8: With the PhoneNumber field selected, click in the Input Mask text box and then click on the far right.
Page 170: To edit Query5 and Query6
Step 3, 11: Right Click in the query, next to the current tables, and then select ShowTable…