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Introducing an Excel Spreadsheet to automate Current Use process for Vermont Listers and Assessors
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2004 MOMS
Conference
Mark PaulsenColchester AssessorVALA
President
Why are we Here?Use MS Excel for Current Use
Automate Calculations
Produce Notice to Taxpayers
Produce reports for file & PV&R
Make our lives easier
VocabularyCells
Cell References
Worksheet
Workbook
TopicsSharing Data
Within a cell (text & data)
Inside Worksheets
Between Worksheets
Labels
ReferencesFloating
Fixed
TopicsProtection
Protecting a Worksheet
Allowing Edits of Specific Cells
Managing Protection
Editing or copying
Restoring protection
TopicsUsing this Workbook
Entering Shared Data
Entering Property Data
Printing Reports & Notices
A Brighter Future
Sharing DataEnter Town-wide Data only once for whole Town
Enter Property Data only once for each property
Move Shared Data where ever needed
Sharing DataWithin a Cell
Mixing Text and Data
Within a WorksheetCell Reference
Within a WorkbookLabels
Sharing Data within a Cell
=("You have the right to appeal these values. If you wish to pursue an appeal, you must file your appeal in writing with the Listers prior to 4:00 PM on "&(Date)&". Please be aware of the importance of this date; appeals received after "&(Date)&"--even if postmarked by "&(Date)&"--are untimely and cannot be heard. Please include a daytime telephone number to schedule the hearing.")
Sharing Data within a Cell
Sharing Data within a Worksheet
Notification to Taxpayer
Mailing Information (before shared data)
Sharing Data within a Worksheet
Mailing Information (with shared data)
Any cell can be given a name or label that can then be used throughout the workbook. Changing the value of the labeled cell will change that value everywhere the label is used.
Labels
Values that are the same for all properties are entered or edited here. They automatically appear where ever the label is used.
Labels in Action
Labels
Labels in Action
ReferencesFloating References
Change when copiedGood for ‘dragging’ calculations
Fixed ReferencesAlways go back to a specific cellA label is a fixed reference
Floating References
Fixed References(using locked cell addresses)
Fixed References(using labels)
This section calculates the use values, but does not print on the final report.
ProtectionPrevents changes to designated cells, worksheets or workbooks
Specific cells can be excluded,
and specific rules applied
Applying Protection
From Excel Toolbar Select:
Tools
Protection
Protect Sheet (Off / On)
Allowing EditsFrom Excel Toolbar Select:
Tools
Protection
Allow Users to Edit Ranges
Protection Here and Now
Applied to protect formulas, and all pre-determined cells from user changes
Must be turned off to edit or copy worksheets
Must be turned on otherwise
With Protection OnMost cells can’t be touched
Data fields may be used and values will move throughout the worksheet or workbook
Using this Workbook
Entering Shared Data
Entering Property Data
Printing Reports and Notices
Notice to Taxpayer (Window)
Report to PV&R (with Highlights)
A Brighter FutureCopying Year to Year
Changing Rates, Dates, etc.
Editing Property Data
Everything else is already done!
TimeFor
Questions
Contact Information
Mark Paulsen
P. O. Box 55
Colchester, VT 05446
(802) 655-0863
www.vtala.org
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