Advanced Excel Complete
Advanced Excel Complete
1. Basic Structure:
○ Header: Company logo, name, address, contact information, invoice number, date.
○ Body: Client information (name, address, contact), itemized list of products or services
(description, quantity, price, total), and a subtotal.
○ Footer: Tax calculations (e.g., GST, VAT), total amount due, payment terms, and a
signature block.
2. Formatting:
○ Use a consistent font and font size.
○ Apply borders and shading to cells for better readability.
○ Use conditional formatting to highlight important information.
○ Align text and numbers properly.
3. Formulas:
○ Create formulas to calculate the total amount for each item and the overall total.
○ Use formulas to calculate taxes and the final amount due.
4. Save as a Template:
○ Save the file as an Excel Template (.xltx) format.
b) Excel Business Invoice
● Pre-designed Templates:
○ Many pre-designed invoice templates are available online and within Excel itself.
○ Customize these templates to fit your specific needs.
● Third-party Tools:
○ Consider using third-party tools like Invoice Ninja or Zoho Invoice for more advanced
features and professional-looking invoices.
2. Data Forms in Excel
● Data Validation:
○ Select the cell where you want to apply the error message.
○ Go to the "Data" tab and click on "Data Validation."
○ In the "Error Alert" tab, check the "Show error alert after invalid data is entered" box.
○ Customize the error message in the "Error Message" box.
5. Array Formulas (Intermediate Excel)
● Creating a Hyperlink:
○ Step 1: Select the Text or Object: Select the text or object you want to link.
○ Step 2: Insert Hyperlink:
■ Method 1: Right-click and choose "Hyperlink."
■ Method 2: Go to the "Insert" tab and click "Hyperlink."
○ Step 3: Specify the Link:
■ Existing File or Web Page: Enter the URL or file path.
■ Place in This Document: Select a specific cell or named range.
■ Create a New Document: Create a new document and link to it.
8. Object Linking and Embedding (OLE)
● Linking:
○ Creates a link to the source file.
○ Changes in the source file are reflected in the linked object.
● Embedding:
○ Creates a copy of the source file within the Excel workbook.
○ Changes to the source file are not reflected in the embedded object.
9. Inserting Drawing Objects
● Shapes:
○ Access the "Shapes" button on the "Insert" tab.
○ Choose from various shapes like rectangles, circles, arrows, and more.
○ Customize the shape's size, color, and fill.
● SmartArt:
○ Use pre-designed diagrams and charts to visually represent information.
○ Choose from various layouts like hierarchies, processes, and relationships.
● WordArt:
○ Create artistic text effects.
○ Customize font, size, color, and style.
By mastering these advanced Excel techniques, you can create more sophisticated and
dynamic spreadsheets.