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  Tuesday, March 13, 2012 – Permalink –

Running Total in Comment

Circular solution



You can't have a worksheet formula that looks like this:

=C3+C3

But you can do something similar if you use VBA and store the results in another location.

"In Microsoft Excel you can avoid circular references when you create a running total by storing the result in a non-calculating part of a worksheet. This article contains a sample Microsoft Visual Basic for Applications procedure that does this by storing a running total in a cell comment."

Microsoft Support:
Create a running total in a cell comment

The macro runs each time the value of a cell changes.
It adds the current value of the cell to the value of the cell comment. Then it stores the new total in the cell comment.

I'm sure someone can come up with other uses for this macro.



Also see:

Decision models.com:
Repetitive Calculation Features and Add-Ins

Daily Dose of Excel
Dick Kusleika
Circular References - The Good Kind


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<Doug Klippert@ 3:32 AM

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  Wednesday, March 07, 2012 – Permalink –

Template Wizard with Data Tracking

Add it back in


Add-ins are often replaced in new versions of Office. In Office 2000, Excel had a Wizard that would create an entry form and store information in a database.

To retrieve that function you need to add back the Template Wizard.

"The Microsoft Excel 2002 Template Wizard is an add-in program that sets up a database to store data entered from an Excel form. When you load the add-in program, the Template Wizard command is added to the Data menu in Excel."


When you download the WZTEMPLT.XLA, you must install it in the Office11 folder:
X:\Program Files\Microsoft Office\Office11\Library

How to install the Excel 2002 Report Manager add-in and Template Wizard add-in in Excel 2003 and 2007


The Wizard can be downloaded here:
Excel 2002 Add-in: Template Wizard with Data Tracking

(When you run the executable, be sure to change the destination to the Office11 folder, if you are using Office 2003, Office 12 for 2007.)


How to use the Template Wizard with the Data Tracking add-in
Also see:
Report Manager

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<Doug Klippert@ 3:18 AM

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  Tuesday, February 28, 2012 – Permalink –

Choose List Criteria

Set values


  1. Somewhere in the workbook, create three named ranges:
    1. Type (elements of this named range should be Sedans, SUVs)
    2. Sedans (elements of this named range should be Toyota Camry, Nissan Altima, Mazda 6)
    3. SUVs (elements of this named range should be Toyota RAV4, Ford Escape, Jeep Liberty)
  2. Select A1:A10, go to Data>Validation select List. Under source, type:
    =Type

  3. Select B1:B10, go to Data>Validation select List. Under source, type:
    =INDIRECT(A1)
Choose a vehicle type from the selection that appears in the A column, and the choices in B will be limited to the entries in the appropriate list.

To create a named range, select the list: Hit Ctrl+F3. Enter the name and hit OK (or Enter), or Type the name in the Name Box on the left side of the Formula bar and hit the Enter key, or Go to Insert>Name. If the list selected includes a label/title, choose Create, otherwise choose Define, type the name and hit Enter).
Also Contextures.com: Data Validation -Create Dependent Lists

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<Doug Klippert@ 3:23 AM

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  Monday, February 20, 2012 – Permalink –

Value of Cell in Header

or Footer



The header and footer cannot contain a link to a cell. You can create and run a macro that will put the value of a cell into a footer or header. You could run this macro each time the contents of the specified cell changes.

Sub AssignCenterHeaderToValueInA1OnActiveSheet()
ActiveSheet.PageSetup.CenterHeader = Range("A1").Value
End Sub

Or use it as an Event code:

Private Sub Worksheet_SelectionChange(ByVal Target As Range)
ActiveSheet.PageSetup.CenterHeader = Range("A1").Value
End Sub

OzGrid.com:
Information from a cell in a worksheet

Erlandsen Data Consulting:
Insert headers and footers

Chip Pearson:
Headers and Footers


Jan's Computer literacy 101:
Excel Basics: Setup Header/Footer


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<Doug Klippert@ 3:55 AM

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  Sunday, February 19, 2012 – Permalink –

Stop Online Help

Use local Help


When Office 2003 first came out, one of the new features was that the help files were "live."

Rather than using stale information installed years before, the application connected with Redmond for the newest and best solutions.

This can be a problem depending on how you connect to the Internet. If you're using a dial up service, or speeds slow to a crawl. Here is a way to use local information.
  1. Bring up the Help Task Pane (The F1 key will do this.)

  2. At the bottom of the "See also" box there is a hyperlink: "Office Online Settings"

  3. Click this link; you will get the Service Options dialog box

  4. Uncheck the option: "Search online content when connected"
Office will now use the help files on the local hard drive. It is much faster! (Editing will affect all Office applications) In office 2007, left click on the "Connected to Office Online" and choose local If you need to disable its use through a Group Policy, or in the Registry, see: Microsoft Support: How to disable Microsoft Office Online featured links in Office Be aware that if you do turn it off, you might miss some of the Office online feature, like tutorials and downloads. Office Online: Get More Out of the Microsoft Office System

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<Doug Klippert@ 3:41 AM

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  Sunday, February 12, 2012 – Permalink –

Rank Formatting

Highlight the best



Use Conditional formatting to highlight the rank of items in a list.
Select the range. Go to Format>Conditional Formatting....

Change the first box to "Formula Is".

Enter the following formulas. (Click Add to set the 2nd and 3rd Condition.)

=RANK($A2,$A$2:$A$13)=3
=RANK($A2,$A$2:$A$13)=2
=RANK($A2,$A$2:$A$13)=1


Rank Conditional Formatting

(Notice the three way tie for third.)

Does a tie for first or third make sense?

If you want a unique rank, try a formula like:

=RANK(A2,$A$2:$A$13)+COUNTIF($A$2:A2,A2)-1

This will rank the numbers in the order they appear in the list.

For a detailed discussion of ranking see:

Chip Pearson:
Ranking Data In Lists
(There is a workbook you can download)


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<Doug Klippert@ 3:19 AM

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  Wednesday, February 08, 2012 – Permalink –

Formatting Codes for Headers and Footers

Roll your own


From Microsoft support:

The following list contains the format codes that you can use in headers and footers.

Codes to format text ("&" is an ampersand - Shift+7)



&L


Left-aligns the characters that follow.


&C


Centers the characters that follow.


&R


Right-aligns the characters that follow.


&E


Turns double-underline printing on or off.


&X


Turns superscript printing on or off.


&Y


Turns subscript printing on or off.


&B


Turns bold printing on or off.


&I


Turns italic printing on or off.


&U


Turns underline printing on or off.


&S


Turns strikethrough printing on or off.


&"fontname"


Prints the characters that follow in the specified
(font. Be sure to include the quotation marks around the font name.)


&nn


Prints the characters that follow in the specified
(font size. Use a two-digit number to specify a size in points.)

Codes to insert specific data



&D
Prints the current date
&T
Prints the current time
&F
Prints the name of the document
&A
Prints the name of the workbook tab (the "sheet name")
&[File]
Also prints file name
&[Path]
Prints path
&[Picture]
Opens dialog box to select graphic (2003)
&P
Prints the page number
&P+number
Prints the page number plus number
&P-number
Prints the page number minus number
&&
Prints a single ampersand
&N
Prints the total number of pages in the document


In a macro, to use multiple lines in a header, use either of the following methods:
  • Use CHR(10) to insert a linefeed character.
  • Use CHR(13) to insert a carriage return character.
The article also includes the VBA to create a macro that will insert header/footer information. Microsoft KB213618
Also: Daily Dose of Excel: Formatting Footers in VBA

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<Doug Klippert@ 3:39 AM

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  Monday, January 30, 2012 – Permalink –

Run a Macro from a Cell

How to do the impossible (almost)



There are times when it might be nice to run a macro from a cell function.
Something like : if a cell has a certain value, a macro will run:

=IF(A1>10,Macro1)

You can not initiate a macro from a worksheet cell function. However, you can use the worksheet's Change event to do something like this:

Private Sub Worksheet_Change(ByVal Target As Excel.Range)
If Not Application.Intersect(Target, Range("A1")) Is Nothing Then
If Target.Value > 10 Then
MsgBox "Put your macro code here in place of the MsgBox line"
End If
End If
End Sub

When A1 is changed to a value greater than 10, the macro code will run.

To get to the Worksheet Event code, right-click the sheet tab and choose View Code.


Worksheet code

From CPearson.com
Also see:
Change Events

Also:
Microsoft KnowledgeBase:
How to Run a Macro When Certain Cells Change
After posting this, Ross Mclean of Methodsinexcel.co.uk came up with a great work around using a User Defined Function.

Public Function RMAC(ByVal Macro_Name As String,  _
ByVal Arg1 As Variant)
RMAC = Application.Run(Macro_Name, Arg1)
End Function
You can see the simple coding here:
Running a macro from a cell.

Thanks Ross!

Keep in mind that some commands will be ignored. A macro run from the worksheet like this will not change the Excel environment.

For example (watch line wrap), this VBA code:
Public Function RMAC _
(ByVal Macro_Name As String, _
ByVal Arg1 As Variant)
RMAC = Application.Run _
(Macro_Name, Arg1)
End Function

Sub MyMacro(arg As String)
ActiveCell.Interior.ColorIndex _
= 3
Beep
End Sub


when invoked by this worksheet formula:

=rmac("MyMacro","yada")


runs the sub MyMacro with some modification. The Beep is executed, the cell color change is not.

- Jon
-------
Jon Peltier, Microsoft Excel MVP
Peltier Technical Services
Tutorials and Custom Solutions
http://PeltierTech.com/



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<Doug Klippert@ 3:25 AM

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  Sunday, January 29, 2012 – Permalink –

Signing Macros

Security levels


There are three levels of Macro security:

High:
A computer user can open without a prompt a digitally signed project from a trusted publisher. Otherwise, the application blocks opening signed projects from untrusted publishers as well as unsigned projects.
Medium:
A computer user can open without a prompt a digitally signed project from a trusted publisher. In addition, you can also designate the publisher of a signed project as trusted so their projects will open without a prompt in the future. Unsigned projects are always prompted with a reminder that the file may contain potentially harmful code, but users can elect to open them anyway.
Low:
A computer user can open an unsigned project without a prompt. When users make a Low security setting, they're reminded that they aren't protected from potentially unsafe macros.
Securing Access Databases
"If you've used Access 2003, you've probably seen several security warning messages - Access 2003 cares about your security. An important part of Access 2003 security is digitally signing your code. As Rick Dobson shows, you can do it, but preparing for digital signing is critical.

A digital signature acts like shrink-wrap on your project: Clients know that they're getting a copy directly from you that no one else modified. Clients will also know that they're working with "your" code and not any version of it modified by a third party. As computing moves forward into a "security conscious" era, learning how to acquire and use a digital certificate is also important for interfacing with organizations that adopt policies of only running digitally signed Access 2003 projects: Your users may refuse to accept software from you that isn't shrink-wrapped."
Also:
Signing Access 2003 Projects
Other links:

How to make sure that your Office document has a valid digital signature in 2007 Office products and in Office 2003

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<Doug Klippert@ 3:32 AM

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  Wednesday, January 25, 2012 – Permalink –

Column(s) Function

VLOOKUP



"Excel will adjust cell references in formulas when you insert or delete rows or columns.

For example, if the cell C1 contains the formula =A1/B1 and you insert a column to the left of column A; the formula will change to =A1/C1.

The problem then occurs with VLOOKUP. Its column index number argument is a simple number, not a reference.

VLOOKUP(lookup_value,table_array,col_index_num,range_lookup

For Example:
  1. Choose a blank worksheet
  2. In cells A1 and A2, enter the values 1 and 2.
  3. In B1 and B2, enter Jan and Feb.
  4. Select all four cells and drag the fill handle at the bottom right-hand corner of the selection downward to row 12.
You should now have the numbers 1 through 12 in column A and the months Jan through Dec in column B. In cell D1 enter the formula =VLOOKUP(C1,A1:B12,2). Now enter any number from 1 to 12 in cell C1. The formula will select the corresponding month name. To demonstrate the problem, right-click on the heading of column B and choose Insert. The formula changes to =VLOOKUP (D1,A1:C12,2), which returns 0. Excel correctly changed the cell reference from C1 to D1 and expanded the lookup range to include the inserted column, but it cannot change the column index number. Press Ctrl-Z to undo the column insertion. The solution is to modify the formula so that the column index number is not hard-coded but instead is calculated from cell references. You could use the COLUMN() function that returns the column number of the reference and, as in this example, compute the number of columns between the first and last columns: =VLOOKUP (C1,A1:B12,COLUMN(B1)-COLUMN(A1)+1). A more esthetically pleasing, or sophisticated, function might be: COLUMNS(array) This returns the number of columns in an array or reference. The modified lookup function looks like this: =VLOOKUP (C1,A1:B12,COLUMNS(A1:B1)). Either way, now if a column is inserted in the middle of the range, the column index will be adjusted."
From a PC Magazine article By Neil J. Rubenking
Also: eHow: Using the Column Function
OzGrid: Copy Rows (Scroll down to about the middle of the page)

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<Doug Klippert@ 3:01 AM

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  Monday, January 16, 2012 – Permalink –

Show Formulas in Cell Comments

Display properties


Select the cells and then run this macro:

Sub CommentThem()
Dim cell As Range
On Error Resume Next
Selection.ClearComments
On Error GoTo 0
For Each cell In Intersect(Selection, ActiveSheet.UsedRange)
If cell.Formula <> "" Then
cell.AddComment
cell.Comment.Visible = False
On Error Resume Next 'fails on invalid formula
cell.Comment.Text Text:=" Address:  " & cell.Address(0, 0) & Chr(10) & _
" Value:  " & cell.Value & Chr(10) & _
" Format:  " & cell.NumberFormat & Chr(10) & _
" Formula: " & cell.Formula
On Error GoTo 0
End If
Next cell

End Sub

Formulas in Comments

by David McRitchie

Also:
Show FORMULA of another cell in Excel


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<Doug Klippert@ 3:29 AM

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  Thursday, January 12, 2012 – Permalink –

Customize date in footer

Formatting



This subroutine inserts the current date in the footer of all sheets in the active workbook. This process can be accomplished without a macro, however, you'll need the macro if you want to specify the formatting of the current date. An example of the return generated by running this macro is Saturday, March 05, 2005.

Sub PutCurrentDateInCenterFooterAllSheetsInWorkbook()
For Each oSheet In ActiveWorkbook.Sheets
oSheet.PageSetup.CenterFooter = Format(Now(), "dddd mmmm dd, yyyy")
Next
End Sub


You can change the word CenterFooter to CenterHeader. You could also use LeftHeader, RightHeader, LeftFooter, or RightFooter.
Microsoft KnowledgeBase:
Macro to Change the Date/Time Format in a Header/Footer

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<Doug Klippert@ 3:30 AM

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  Saturday, January 07, 2012 – Permalink –

Auto Filter

Only what you want


Excel has a tool to sort lists with a number of criteria.

Select a single cell in the table and go to Data>Filter AutoFilter.
Click on the down arrow next to the field name and choose Custom.

The illustration shows how to set up a filter that displays data between two dates.

AutoFilter

Contextures.com:
AutoFilter Tips

"Some tips and techniques for working with AutoFilters, and some workarounds for problems you may encounter."

Microsoft Assistance:
All about AutoFilters


Jay Walkenbach:
Displaying AutoFilter criteria



"The Display Filter Criteria doesn't work well. It only works when after set the filter, the cell with the formula is selected. Then press F2 en after that push the Enter key. Then it works. but the cell with the formula isn't updated automatically..."

# posted by W. van Dam : 7/06/2005

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<Doug Klippert@ 3:02 AM

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  Sunday, January 01, 2012 – Permalink –

Printing

Macro control


Here are some useful macros concerning Excel and printing.
They were written by Ole P. Erlandsen of:

ERLANDSEN DATA CONSULTING
Change the default printer
Change the default printer with a macro.
Insert headers and footers
This example macro inserts a header/footer in every worksheet in the active workbook. It also inserts the complete path to the workbook.
Print all workbooks in a folder
With these macros you can print all workbooks in a selected folder. You have more control with what is printed than you have if you do this from Windows Explorer.
Print multiple selections on one sheet
If selected multiple cell ranges is printed out on different sheets, you can use this macro example to print all the selected areas on one sheet.
Select a printer tray before printing
In Excel you don't have the opportunity to set the properties FirstPageTray or OtherPagesTray like you can in Word. It's possible to create a simple solution by using SendKeys.

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<Doug Klippert@ 3:46 AM

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  Monday, December 26, 2011 – Permalink –

All Fonts

List maker



Here is a macro that will produce a list of all of the installed fonts.


  1. Open Word.
  2. Use Alt+F11 to open the Visual Basic editor.
  3. Choose Insert>Module from the Menu.
  4. Copy and Paste this code in the module.
  5. Return to Word and go to: Tools>Macro>Macros.
  6. Select and run "InstalledFonts".
Sub InstalledFonts()

Dim F As Integer
Dim InstalledFonts As Table

 'Open a fresh document

Set FreshDoc = Documents.Add

'Create a table and define the header

Set InstalledFonts = FreshDoc.Tables.Add(Selection.Range, FontNames.Count + 1, 2)
With InstalledFonts
.Borders.Enable = False
.Cell(1, 1).Range.Font.Name = "Arial"
.Cell(1, 1).Range.Font.Bold = 1
.Cell(1, 1).Range.InsertAfter "Font Name"
.Cell(1, 2).Range.Font.Bold = 1
.Cell(1, 2).Range.InsertAfter "Example"
End With

'Loop through all the fonts and add them to the table

For F = 1 To FontNames.Count
With InstalledFonts
.Cell(F + 1, 1).Range.Font.Name = "Arial"
.Cell(F + 1, 1).Range.Font.Size = 10
.Cell(F + 1, 1).Range.InsertAfter FontNames(F)
.Cell(F + 1, 2).Range.Font.Name = FontNames(F)
.Cell(F + 1, 2).Range.Font.Size = 10
.Cell(F + 1, 2).Range.InsertAfter "ABCDEFG abcdefg 1234567890 &$@"
End With
Next F
'Sort the names of the fonts

InstalledFonts.Sort SortOrder:=wdSortOrderAscending

End Sub

Also see a more sophisticated macro using Excel from Erlandsen Data Consulting: Display all installed fonts (Excel)



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<Doug Klippert@ 3:13 AM

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  Tuesday, December 20, 2011 – Permalink –

Gannt-PERT

Project Charts


The Gantt chart was developed by Henry L. Gantt around 1910. The chart shows a project's status, but not how one task depends on another.

In the 1950's, the Navy developed PERT (Program Evaluation Review Technique) charts. A similar process is called the Critical Path Method (Analysis) or CPM (A).

The terms PERT, PERT/CPM, and CPM are often interchanged.

A PERT chart looks more like a flow chart than a graph.

BaRaN Sytems has some clear examples:
Project for Excel

Here's an example of a Gantt chart being constructed using an open source product called GanttProject :
Flash Demo

John F. Lacher has created a nice example of how to create a Gantt chart.
This one is appropriate for scheduling rooms, resources, and time.

A sample can be downloaded and customized.
Lacher24.XLS


Gantt Chart

Also see:

Simple Gantt chart
Gantt-type chart on a worksheet using conditional formatting

And

Microsoft Knowledgebase:
How to Create a Gantt Chart Using Hours as the Scale
Visual Basic Module to Create Gantt Chart

Jon Peltier:
Gantt Chart Links
Gantt Googled


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<Doug Klippert@ 3:29 AM

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  Wednesday, December 14, 2011 – Permalink –

Fill Formula

Double click the handle


If you have a column of data, you may wish to insert a new formula on each row, number the lines, or add a date column.

To fill the column down to the bottom of the database, just double-click on the fill handle - the tiny square at the bottom right corner of the active cell.

The duplication continues as long as there are entries in the adjacent column.

If you wish to fill down a series, make at least two entries so that the interval is apparent. For instance if there is a column of data in A1:A400, enter the number "1" in B1, "2" in B2.
Select B1:B2. Double click on the fill handle and Excel will fill the series down to B400.

You can also select a longer series, such as the name of a supervisor and the team members.

Format the supervisors name differently, if you want.

Select the list and double click the fill handle. The list will be repeated down the page, as long as there is a corresponding entry in an adjacent column. The formatting will also be repeated.

Also:

Custom Lists


F. David McRitchie:
Fill Handle


Microsoft Office Online:
Fill data in worksheet cells


If you don't see the Fill handle:
Click Options on the Tools menu and click the Edit tab.

(Use the Office button in the upper left corner in 2007)
Select or clear the Allow cell drag and drop check box.


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<Doug Klippert@ 3:57 AM

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  Friday, December 02, 2011 – Permalink –

Enter in Multiple Worksheets

Group sheets


A common use for Excel is to keep periodic statistics; sales by quarter, or phone calls per month.

It can be tedious to try to create worksheets for each month and include duplicate data such as client or salesperson's names.

Set up the workbook with as many worksheets that may be needed; perhaps one for each month and one for cumulative year-end totals.

Click the tab for the first month, hold down the SHIFT key and select the last worksheet in the series.

All the sheets are now chosen. You will see [Group] on the Title bar.

Enter any common information on the first sheet and it will be duplicated on all of the grouped sheets.

When you are done, Right-click a sheet tab and choose Ungroup Sheets on the context menu.

Non-contiguous sheets can be selected using the Ctrl key.

If the sheets are grouped, they will all be printed together.
Also:

John Walkenbach:
Making an exact copy of a range of formulas

Microsoft KB:
Run a macro on multiple sheets in Group mode


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<Doug Klippert@ 3:39 AM

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  Monday, November 28, 2011 – Permalink –

Embed a show

Stick it in Word



You might like to distribute a short PowerPoint slide show, and include some extra material.

Open Word and PowerPoint.
Arrange the windows so that both applications can be seen.
(Right-click an empty area of the Task bar and choose "Tile Windows Vertically."

Type your introductory text in the Word document.

Switch to PowerPoint and open the PowerPoint file.

In Slide Sorter View, hold down the Ctrl key and select the slides you want to include.

Drag the selected group of slides onto the Word document.

You will only see the first slide in the document, but if you double-click on the image, the PowerPoint show will run.

It will also work in Excel.

(This, of course assumes that the target machine has PowerPoint or PowerPoint Viewer installed)


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<Doug Klippert@ 3:58 AM

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  Sunday, November 20, 2011 – Permalink –

Conditional Formatting

If it's Tuesday, it must be mauve


Conditional formatting is one of Excel's better features. It allows you to preset certain font styles, colors, and cell-background colors based on cell values.
This can be very useful for highlighting important information and values outside an accepted range or providing a visual cue to associate value ranges with color codes.

The best part is that conditional formatting is very easy to set up.
Just click the cells you'd like to format and select Format >Conditional Formatting. The Conditional Formatting dialog box lets you set up the conditions by which the formatting of the cell will occur.
You pick the operator (between, equal to, less than, etc.) and the value or range of values. Click Format to open the Format Cells dialog box, where you can select the colors and styles to be used.

Each cell can have several conditional formats. For example, you might say that if a certain cell's value is between 20 and 50, the text should be blue on a yellow background.
However, you can format that same cell to exhibit red, bolded text on a green background if it contains a value between 51 and 100.


Conditional Formatting

Before 2007, you could use up to three conditions, but earlier versions of Excel can be tricked to use more if it should become necessary.

Oz Grid:
Excel VBA Macro Code to Get Around Excel's 3 Criteria Limit in Conditional Formatting
GR Business Process Solutions:
Graham Barrow and Ray BlakeHighlight the current or past month in Excel with conditional formatting

Chip Pearson:
Conditional Formatting
Also

Adding Customized Rules to Excel 2007

Demo:
Data takes shape with conditional formatting





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<Doug Klippert@ 3:45 AM

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  Sunday, November 06, 2011 – Permalink –

Power Utility Pak v6-7

Excel the way you've wanted it


John Walkenbach (J-Walk.com) has improved on the previous versions of PUP. It now includes more than 70 general purpose Excel utilities and 50 worksheet functions.

You can download a 30 day trial at PUP V6 Home

Here are some features just in the area of Chart & Graphics Tools:

Chart Data Labeler: IMPROVED
Lets you apply labels (contained in a range) to a chart data series -- a feature that is surprisingly missing from Excel. Enhancement: Now ignores data that is hidden as a result of autofiltering.
Resize Charts: NEW
Makes it easy to make a chart an exact size, or make all charts the same size.
Convert Chart To Picture: NEW
Makes a copy of a chart as a static picture. This is useful for saving charts that depict various what-if scenarios.
Chart Report: NEW
Produces a detailed report that documents a chart, or produces a report that documents all charts.
Object Align, Size & Space: NEW
Back by popular demand. This utility was removed from PUP v5, but now it's back. It provides an easy way to precisely align, size, and space a group of objects or embedded charts.
Object Hide / Unhide: NEW
An interactive way to hide or unhide charts and other objects on a worksheet.


There is, of course, PUP v7 Power Utility Pak v7

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<Doug Klippert@ 3:27 AM

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  Friday, November 04, 2011 – Permalink –

Excuse me, your formulas's showing

Formatting slip



Try this experiment. On a sample worksheet, enter some arbitrary data in say the A1:B5 range.
Select the C column and format it as Text.
(Right click choose Format Cells - on the Number tab choose Text)

In cell C1 enter a function, such as =sum(a1:b1)

With C1 still selected, double click the Fill handle
(the tiny box at the lower right corner of the cell.)

The formula is filled down the column as long as there is data in an adjacent column.

But wait! I don't see the value. I see the formulas!
In addition, the formulas are still in lower case and the relative references have not been updated.

Easy to fix, I hear you say. Just reformat the column as General.

Nothing happens.

To fix the problem, make sure the column is formatted as General.

Select the first cell. Click in the formula bar and hit the Enter key.

Now double click the Fill handle.

(You could also use Edit>Replace to replace = with =. However, Relative references will be incorrect and unless you have reformatted the whole column as General, any new formulas will still display as text.)

The reverse also causes a problem. In a column formatted as General, enter some formulas.
Now reformat the column as Text. The formulas still work, but if you edit one of them, it reverts to a text display.

Microsoft KB:
Cell Linked to Text-Formatted Cell Shows Formula Not Value

Formulas can, of course, be toggled using CTRL+~ (Tilde)
(Though it really should be called CTRL+` (Grave Accent), since the Shift key is not used.)

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<Doug Klippert@ 3:21 AM

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  Wednesday, October 26, 2011 – Permalink –

Date and Time Entry

Month Day, Day Month



QDE An Excel Date Entry Add-In
Ron de Bruin

"QDE is a fully-functional Excel Add-in that provides quick input of dates, in all international formats. It handles quick data entry interpretation and reflects the three interacting issues of Date System, Day, Month Year ordering, and number of digits used in the quick date entry. With QDE you enter just as many digits as needed to clearly identify the date, QDE will do the rest."



Also see:

Chip Pearson:
Date and Time Entry

MathTools.net:
Time and Date


And:
Date Arithmetic


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<Doug Klippert@ 3:00 AM

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  Monday, October 17, 2011 – Permalink –

Week Numbers

Who's counting?


For most purposes, weeks are numbered with Sunday considered the first day of the week. This works most of the time, but it can be a little confusing certain years.

2004 has 53 weeks. January 1 is the only day in the first week of 2005. Week 2 starts on Sunday 1/2/2005.

Chip Pearson is the Date and Time guy:
Week Numbers In Excel

"Under the International Organization for Standardization (ISO) standard 8601, a week always begins on a Monday, and ends on a Sunday. The first week of a year is that week which contains the first Thursday of the year, or, equivalently, contains Jan-4.

While this provides some standardization, it can lead to unexpected results - namely that the first few days of a year may not be in week 1 at all. Instead, they will be in week 52 of the preceding year! For example, the year 2000 began on Saturday. Under the ISO standard, weeks always begin on a Monday. In 2000, the first Thursday was Jan-6, so week 1 begins the preceding Monday, or Jan-3. Therefore, the first two days of 2000, Jan-1 and Jan-2, fall into week 52 of 1999.

An ISO week number may be between 1 and 53. Under the ISO standard, week 1 will always have at least 4 days. If 1-Jan falls on a Friday, Saturday, or Sunday, the first few days of the year are defined as being in the last (52nd or 53rd) week of the previous year.

Unlike absolute week numbers, not every year will have a week 53. For example, the year 2000 does not have a week 53. Week 52 begins on Monday, 25-Dec, and ends on Sunday, 31-Dec. But the year 2004 does have a week 53, from Monday, 27-Dec , through Friday, 31-Dec."

The first week of 2005 should start on January 3. The first and second would be part of week 53 of 2004.

Wikipedia:
Week Dates

If your week starts on a different day, you can use the Analysis ToolPac function:
=WEEKNUM(A1, 2) for a week that starts on Monday, =WEEKNUM(A1) if it starts on Sunday.

Also this from ExcelTip.com:
Weeknumbers using VBA in Microsoft Excel

"The function WEEKNUM() in the Analysis Toolpack addin calculates the correct week number for a given date, if you are in the U.S. The user defined function shown here will calculate the correct week number depending on the national language settings on your computer."

In Access:
DatePart Function

If your work week is always Saturday through Friday then
datepart("ww",[DateField],7,1)

will return 1 for 1/1/2005 through 1/7/2005, 2 for January 8-14/2005, etc.
Otherwise use 1 for Sunday through 7 for Saturday.

The last number sets these parameters:

1, Start with week in which January 1 occurs (default).
2, Start with the first week that has at least four days in the new year.
3, Start with first full week of the year.


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<Doug Klippert@ 3:53 AM

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  Monday, October 10, 2011 – Permalink –

Default Save

Choose your own location



When you choose to save most Office files, the Save dialog box defaults to the Documents or My Documents folder.

(The following directions work in 2007-10, but you need to click on the Office button in the upper left corner of the Window)

Word
you can change the default location by going to Tools>Options. On the "File Locations" tab you can modify the storage location.
Excel
Tools>Options. On the "General" tab change the default location.
PowerPoint
uses Tools>Options and the "Save" tab.
Access
Tools>Options and the "General" tab for Databases and Projects
Publisher
Tools>Options "General".
Outlook
will make you take an underground tour into the Registry to change the location to save e-mail attachments.
FrontPage/Expression Web
appears to require the same sort of spelunking.


Change the folder where e-mail messages and attachments are saved

Also:
D.C. Everest school district Weston, WI:
Office Default Paths

If you don't want to change the default, but would like to be able to quickly go to an alternate site, open the Save or Save Attachment dialog box. On the left side of the box is the Places Navigation bar. If you click the Desktop icon, that location will be used to save the file.

You can add spots to the bar. Browse to the specific folder. Highlight the folder and click the down arrow beside the Tools option. Select "Add to My Places."

The file or e-mail attachment can then be saved where you want.




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<Doug Klippert@ 3:27 AM

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  Saturday, October 08, 2011 – Permalink –

Budget Spreadsheet

Free money (tracker)


One of the first things people do with Excel is make lists. Next they attempt to set up a budgeting worksheet.

Michael Ham has a free downloadable budget spreadsheet. The formulas are protected, but you might consider it an exercise to figure out how they work.

Your income
Just your take-home pay, which is what you control and spend.
Cash reserve
A reserve equal to 3-6 months of take-home pay.
Savings
A portion of your income set aside to fund your retirement.
Fixed expenses
Expenses that you must pay over the course of a year.
Replacements
You also must pay to replace things that eventually wear out.
Weekly allowance
Partly discretionary, partly not; paid by cash from your pocket.
Periodic purchases
Discretionary purchases paid by check periodically.
Future purchases
Big-ticket discretionary purchases that you must save for.
Summary
A summary of your income and where it goes—and where you are.
QuickForm
You can switch to this format once you're familiar with the method.
Tips
Ideas to help pare your expenses.

Lulu.com




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<Doug Klippert@ 3:01 AM

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  Saturday, October 01, 2011 – Permalink –

Acustom Yourself to Excel

Shake hands with a worksheet


Anneliese Wirth has written an article for Office.Microsoft.com about how to get used to the new user interface in Excel 2007.

  • Add a Get Started tab to the Ribbon

  • Take advantage of the Quick Access Toolbar

  • Minimize the Ribbon, maximize your workspace

  • Choose your own default font

  • Restore missing worksheet tabs

  • Freeze panes here, there, and everywhere
Surviving the switch to Excel 2007

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<Doug Klippert@ 3:32 AM

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  Tuesday, September 27, 2011 – Permalink –

Camera Tool

Smile!


(This is the per-2007 routine. For 2007-10 see the bottom of this tip. )

To create a linked picture of part of a spreadsheet for use elsewhere:
  1. Edit>Copy the Cell or Range
  2. Choose the target cell
  3. Hold down the Shift key and choose Edit>Paste Picture Link
If you're going to do this frequently, go to Tools>Customize. Choose the Commands tab and locate Camera in the Tools category. Drag to place the Camera button on your toolbar.

If the Camera tool is on your toolbar:
  1. Select the Cell/Range
  2. Click the Camera tool
  3. Move the cursor to the target position and click to insert the linked picture
To create a static picture from cells, or a chart to use in another part of your workbook, or another program:
  1. Clear cell gridlines if you do not want them displayed in your picture.
    (Click Options on the Tools menu, click the View tab, and then clear the Gridlines check box")

  2. On the worksheet or chart sheet, select the cells or click the chart you want to copy as a picture
  3. Hold down SHIFT and click Copy Picture on the Edit menu
    (For the best picture quality, make sure As shown on screen and Picture are selected)
  4. Click OK
  5. Select the worksheet or other document where you want to paste the picture
  6. Edit>Paste.
You can use the Picture toolbar to change the image. (to display the toolbar, right-click any toolbar and choose Picture) To paste information you've copied from another program as a picture in Microsoft Excel, hold down SHIFT and click Paste Picture or Paste Picture Link on the Edit menu. You can, also, create a dynamic linked text box by using the tool on the Drawing toolbar to place the object on the worksheet.
Now click to the Formula box. Type = and the click on the cell you wish to link.

Also see: Copy - Paste Methodology by Jon Peltier
 
The process is a little different in 2007-10. Either add the Camera tool to the Quick access toolbar, or just select the range and drop down the Paste options. Choose copy as Picture. Next pick a location and  choose Paste as picture.







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<Doug Klippert@ 3:23 AM

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  Tuesday, September 20, 2011 – Permalink –

OLAP Cubes

More dimensions than Star trek


When a company accumulates a great deal of information, it becomes un-wieldy to work with just basic Excel or Access databases.

There is a database concept called on OLAP cube (On-Line Analytical Processing).

This multidimensional collection of data can be thought of as a 3-D pivot table viewed from flat land.

MSDN:
Just What Are Cubes Anyway?
(A Painless Introduction to OLAP Technology)

OLAPReort.com:
What is OLAP


Wikipedia:
OLAP

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<Doug Klippert@ 3:41 AM

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  Friday, September 16, 2011 – Permalink –

Legacy Files from 2007

Go back


Read this article closely. If you work in a situation where you need to work with legacy (pre-2007) files, it may be handy.

If you do most of your work in 2007, I wouldn't bother.


"When you use Windows Explorer or the desktop to create a new 2007 Microsoft Office file, a new Office file is created in an XML file format (.dox or .xlsx). For example, this behavior occurs when you right-click the desktop, you point to New, and then you click Microsoft Office Word Document. By default, files that you create in the 2007 Office system are in XML file formats.

This article is about how to create legacy Office files, such as .doc files, .xls files, .ppt files, or .mdb files in the 2007 Office system. You can create legacy Office files without opening any Office applications. To do this, you must modify some settings. The modified settings will apply to all the users who log on to the computer."


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<Doug Klippert@ 3:47 AM

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  Tuesday, September 13, 2011 – Permalink –

VBA, Named Arguments

An easier read


Use named arguments for cleaner VBA code.


Most likely, you use positional arguments when working with VBA functions. For instance, to create a message box, you probably use a statement that adheres to the following syntax:

MsgBox(prompt[, buttons] [, title] [, helpfile, context])


When you work the MsgBox function this way, the order of the arguments can't be changed.

Therefore, if you want to skip an optional argument that's between two arguments you're defining, you need to include a blank argument, such as:
MsgBox "Hello World!", , "My Message Box"


Named arguments allow you to create more descriptive code and define arguments in any order you wish. To use named arguments, simply type the argument name, followed by :=, and then the argument value.

For instance, the previous statement can be rewritten as:

MsgBox Title:="My Message Box", _
Prompt:="Hello World!"


(To find out a function's named arguments, select the function in your code and press [F1].)



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<Doug Klippert@ 3:56 AM

Comments:
You can also right click the function name and choose "Quick Info".
 
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