Student User’s Guide
Excel Spreadsheet Templates for Use With
Advanced Accounting 2/e
Susan S. Hamlen, Ronald J. Huefner and James A. Largay
The goal of this guide is to acquaint the user with the templates and how they were designed to
work. It’s assumed that users will have a basic understanding of Microsoft Excel and how to use
basic formulas and functions. The hope is that students will emerge with an enhanced ability to
use spreadsheets is accounting.
Note to Users
If you’re going to save your template files to a local drive you may wish to change Excel’s default
data folder for quicker access:
1. Open Excel.
2. Select Tools from the main menu and then select Options.
3. Click on the tab at the top labeled General.
4. Enter the file path that contains your template files. For example, it may show
C:\Hamlen Excel Templates as your desired directory.
5. Click on the OK button.
Be sure to save your work any time you have made significant changes. It could mean the
difference between re-creating a few minutes or a few hours worth of work.
Using the Excel Templates
There are Excel Template files to accompany many, but not all, of the problems at the end of
each chapter. A list of the problems in this text that have associated templates is provided at the
end of the guide. File names follow the same naming convention used in the text so a template
for problem 10 in chapter 8 will be named P8.10. There is one file per problem.
To use a template do the following:
1. Open the File
The first step in any problem is to open the file. Click on File, Open. Click on the file you want to
open then click on OK.
2. Enter Your Name and Class
Position your cursor in the cell to the right of the label “Student Name:”. Type your name as you
want it to appear in when you print the worksheet. Press ENTER. Your cursor should now be in
the cell to the right of the “Class:” label. Type in the name of your class and press ENTER.
3. Enter Your Problem Solution
Your cursor will now be in the data input area. The templates are designed so that you can only
enter data into designated cells. Make sure to position the contents of the window so that the
entire problem area is visible.
Data is entered in cells formatted with a lighter color. Comments are used in some of the cells to
give you hints or instructions. A red triangle appears in the upper, right corner of each cell
containing a comment:
To reveal the comment hover your mouse pointer over the cell.
Be sure you have Excel options set to display comment indicators in the upper-right corners of
cells with comments, and to display the text of the comments when you rest the pointer over cells
that contain them:
a. On the Tools menu, click Options, and then click the View tab.
b. Under Comments, click Comment indicator only.
Formulas and Functions
Spreadsheets are designed to make your life easier through the use of formulas.
Whenever possible while creating a formula employ the use of Excel’s many
mathematical functions. A hint will be provided when the use of a specific function is
As you enter data into the template you will see feedback appear saying either “Good
Job” or “Please Retry”. Where appropriate this feedback is given on a line-by-line basis
to help lead you to the proper solution. In most cases the feedback is given at the end of
a solution. In this case you’ll be required to retrace your steps to see which number is
causing the total to be incorrect. This is done intentionally as tracking down errors is an
integral part of the accounting process.
4. Print Your Solution
Print Areas are already defined in most of the Worksheets. To print the entire problem, choose
Print… from the File menu, then click on OK. You may also use the print button from the
standard Excel button bar.
To print only a portion of your solution, use your mouse to highlight the area you want to print,
and then choose Print… from the File menu. Set the Print What section to Selection. You may
preview what your printed page will look like by clicking on the Print Preview button, or you may
send the job to the printer by clicking on OK.
List of Problems
Following are the problems that have associated templates:
Chapter Problems with Templates
2 E2.4 E2.8 P2.5 P2.8 P2.10
3 E3.1 E3.7 P3.2 P3.4 P3.11
4 P4.1 P4.4 P4.5 P4.7
5 E5.7 P5.1 P5.2 P5.4 P5.5 P5.10 P5.11
6 E6.7 E6.9 E6.10 P6.1 P6.2 P6.6
7 E7.5 E7.12 P7.2 P7.3 P7.6 P7.9 P7.11
10 P10.2 P10.10 P10.11 P10.12
11 P11.1 P11.3 P11.7
13 P13.1 P13.3 P13.10 P13.12