K2's Road to Excellence with Excel Part 5 and Adagio


This is the fifth of sixteen sessions in Excel that will provide you with the information you need to become an Excel expert. This session will focus on Data Tables which brings database technology to Excel. Think of them as two-dimensional Excel databases with special functionality to ease and enhance the way users sort, filter, and analyze information.

Learning Objectives

  • Understanding the power of Excel Tables
  • Create and format Tables to revolutionize how to work with data in Excel
  • Filter and sort data

Adagio for Accountants - Part III of III
Sage 50 and Quickbooks are designed to help small businesses manage their accounting. These products are designed for business owners that are not accountants, so they may generate invoices, payments and financial statements without the need to understand the debits and credits. These products are not designed for accountants doing client write-up or for larger accounting departments needing control and audit trails for external audit. In this three part series we’ll show you how Adagio can make your practice or department more efficient and improve client/user (and auditor) satisfaction.

Adagio Cloud, part of Softrak’s Adagio for Accountants program, allows professional accounting and bookkeeping services to use Adagio Ledger and other Adagio modules for a small monthly fee. Adagio Cloud runs the same modules as Adagio on-premise, with the added benefits of nightly backups and data integrity checks. It is a cost-effective way to manage the accounting for a portfolio of clients, without the need for expensive servers or I.T. support. Furthermore, having the software hosted by a world-class datacenter mitigates the risk of data security threats.

Learning Objectives
  • Understand the difference between on-premise and cloud deployments of Adagio
  • Review the additional services and controls inherent in Adagio Cloud
  • Learn the basic facts about professional datacenters
  • See how Adagio Cloud answers your questions about; Upgrade control, Data ownership, and  Data geo-location

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K2's Mastering the Excel Data Model
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Questions & Answers from This Webinar

Excel Questions
Answers
Can you please repeat how to form a table?
You will receive detailed instructions with the video.
How to add Design tab, Add-ins, Help, and New Tab on the top?
The design tab is available when you are in a table, the add-ins and help tab you can show by going to file/options/Customize Ribbon then on the panel on the right check the tabs you would like to show.
Do you need to save your file in a specific way or file format in order to save all your table formatting?  If you export to excel in csv format, are there special rules for saving your table formatting?
If it is already a .xlsx file just do a save. If it is a csv file you need to save as an .xlsx file to keep the table formatting.
If, in a table, a cell references another cell in a separate worksheet, will that cell update in the new table if the source table data is changed?
Yes you can. Check out this video.
Adagio Questions
Answers
How much is cloud based Adagio per month? Is there a certification course for the software?
Adagio Cloud Core Services is $249 / month for 5 companies and 5 users. We have over 100 short training videos available but do not yet have a specific certification program for Adagio.
He needs to address hacking to get the on-premise to move!
Unfortunately, many small business networks are more susceptible to hacking than software resident in the Cloud. Our network at Softrak was probed 15 minutes after we were assigned a new IP address by our provider.
Your method of implementing a cloud version is excellent.
Thanks! We think we have addressed many accounting department’s concerns.
Adagio should update their demo dates to current year.
It’s difficult to change all the dates in an accounting system and keeping everything internally consistent. At least it reinforces that we’ve been doing this for a long time!
Main issue with cloud deployment is speed.  They are TOO slow!
Our experience with Adagio Cloud is that it runs faster than on-premise deployments. We are running on the latest hardware with high performance hard disks. Plus, we can allocate additional CPU and memory resources without calling in a technician.
I wonder if there would be insurance concerns around business interruption issues due to data loss if your data in stored in the US but your business is resident in Canada?
We don’t think that most insurance policies have any concern about where the data is located. Since Adagio Cloud allows local backups to be made, your data can always be where your business is located.
Can Adagio online be accessed from any computer for the same price if that small browser program is installed in all the computers needed?
Yes.