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![]() Friday, August 29, 2008 – Permalink – Template Wizard with Data TrackingAdd it back inAdd-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 run the executable, be sure to change the destination to the Office11 folder, if you are using Office 2003, Office 12 for 2007.)
Labels: Addins <Doug Klippert@ 3:34 AM
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Thursday, August 21, 2008 – Permalink – Choose List CriteriaSet values
To create a named range, select the list: Also Contextures.com: Data Validation -Create Dependent Lists See all Topics excel Labels: Lists <Doug Klippert@ 2:01 AM
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Wednesday, August 13, 2008 – Permalink – Value of Cell in Headeror FooterThe 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. Or use it as an Event code: OzGrid.com: Information from a cell in a worksheet
Excel Basics: Setup Header/Footer
<Doug Klippert@ 4:27 AM
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Tuesday, August 12, 2008 – Permalink – Stop Online HelpUse local HelpWhen 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.
Labels: General <Doug Klippert@ 4:03 AM
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Monday, August 04, 2008 – Permalink – Typography for the rest of usReal world fontsChoosing a type face can be fun, but also overwhelming. You want to convey the message without obscuring the thoughts in an avalanche of weird shapes. Cameron Moll has a web site/Blog called Authentic Boredom; his "platitudinous web home." Recently he explored: The non-typographer's guide to practical typeface selection "I honestly believe typeface selection is one of the most transparent ways of detecting good - and bad - design. You can tell plenty about a designer merely by the typefaces he/she chooses. So you'd be wise to start with trusted faces, and you'd be even wiser to know something about the history of each typeface." Also see: Who was that font I saw you with last night? See all Topics excel Labels: Fonts <Doug Klippert@ 7:20 AM
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Saturday, August 02, 2008 – Permalink – Picture ToolbarPowerful toolWord, Excel, and PowerPoint use similar toolbars to edit graphics. In 2007, these appear on the Ribbon when the graphic is selected. Here's a description of how it works:
"In PowerPoint you can control images using the Picture toolbar which automatically appears whenever you insert a picture in a slide. In case you do not see this toolbar, you can right-click on the image you have just inserted and choose 'Show Picture Toolbar'."
For the FrontPage toolbar see: FrontPage Picture Toolbar See all Topics excel Labels: Graphics <Doug Klippert@ 2:21 AM
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Friday, August 01, 2008 – Permalink – Rank FormattingHighlight the bestUse 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$13)=1 ![]() (Notice the three way tie for third.) Does a tie for first or third make sense? If you want a unique rank, try a formula like: =RANK(A2,$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) See all Topics excel <Doug Klippert@ 2:42 AM
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Monday, July 28, 2008 – Permalink – Formatting Codes for Headers and FootersRoll your ownFrom Microsoft support: The following list contains the format codes that you can use in headers and footers.
(font. Be sure to include the quotation marks around the font name.) (font size. Use a two-digit number to specify a size in points.) Codes to insert specific data
In a macro, to use multiple lines in a header, use either of the following methods:
Labels: Formats <Doug Klippert@ 3:26 AM
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Saturday, July 19, 2008 – Permalink – Run a Macro from CellHow 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:
Also see: After posting this, Ross Mclean of Methodsinexcel.co.uk came up with a great work around using a User Defined Function. You can see the simple coding here: Running a macro from a cell. Public Function RMAC _ 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/ See all Topics excel <Doug Klippert@ 2:09 AM
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Friday, July 18, 2008 – Permalink – Signing MacrosSecurity levelsThere are three levels of Macro security:
"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. Also: Other links: <Doug Klippert@ 5:00 AM
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Monday, July 14, 2008 – Permalink – Column(s) FunctionVLOOKUP"Excel will adjust cell references in formulas when you insert or delete rows or columns.
Also: <Doug Klippert@ 5:25 AM
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Thursday, July 03, 2008 – Permalink – Show Formulas in Cell CommentsDisplay propertiesSelect the cells and then run this macro:
<Doug Klippert@ 5:11 AM
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Sunday, June 29, 2008 – Permalink – Customize Date in FooterFormattingThis 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.
Microsoft KnowledgeBase: <Doug Klippert@ 3:11 AM
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Tuesday, June 24, 2008 – Permalink – AutoFilterOnly what you wantExcel 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.
"Some tips and techniques for working with AutoFilters, and some workarounds for problems you may encounter."
Displaying AutoFilter criteria
"If you frequently use Autofilter to view portions of your worksheets, you might find Custom Views to be a useful tool. Custom Views can be easily set up based on your Autofilter criteria. Once that is done, the worksheet views that you have created display in a drop down list so you (or others) can select them." "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 See all Topics excel <Doug Klippert@ 4:22 AM
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Tuesday, June 17, 2008 – Permalink – PrintingMacro controlHere are some useful macros concerning Excel and printing. They were written by Ole P. Erlandsen of: ERLANDSEN DATA CONSULTING
See all Topics excel <Doug Klippert@ 5:25 AM
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Wednesday, June 11, 2008 – Permalink – All FontsList makerHere is a macro that will produce a list of all of the installed fonts.
Also see a more sophisticated macro using Excel from Erlandsen Data Consulting: Display all installed fonts (Excel) See all Topics excel Labels: Fonts <Doug Klippert@ 11:06 AM
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Tuesday, June 10, 2008 – Permalink – Auto LinkOutlook Contacts in AccessAutomatically set up links to data outside of Access. It still works in Access/Outlook '07. Try this:
The changes made in Access will be reflected in Outlook and vice versa. If you want to create a new database that will link to other data that isn't in an Access format, you can do it quickly. The classic way is to use the File>Get External Data >Link Tables method. However you can simply choose File >Open from the menu bar. Select the appropriate data format from the Files Of Type dropdown list (such as Microsoft Excel (*.xls)). Open the file and Access will automatically create an MDB file with the same name as the data source you selected and will set up links to the data. From there you can develop forms, queries and reports. See all Topics See all Topics excel <Doug Klippert@ 7:54 AM
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Saturday, June 07, 2008 – Permalink – Good OLAPMore dataFrom Builders.com.com: An introduction to the benefits of online analytical processing (OLAP) "Every day we create reams of data in customer relationship management applications, order entry applications, and warehouse management systems. We're drowning in a sea of data. However, even with all that data we don't have a large amount of information. We have the ones and zeros of the transactions, but we don't have the answers we need to simple questions like: The article also has links to:
<Doug Klippert@ 6:41 AM
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Thursday, June 05, 2008 – Permalink – Gantt-PERTProject ChartsThe 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
Labels: Charts <Doug Klippert@ 6:11 AM
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Thursday, May 29, 2008 – Permalink – Fill HandleDouble click the handleIf 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
Click Options on the Tools menu and click the Edit tab. (Use the Office button in the upper left corner in 2007) <Doug Klippert@ 6:20 AM
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Saturday, May 17, 2008 – Permalink – Enter in Multiple WorkSheetsGroup sheetsA 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:
<Doug Klippert@ 7:51 AM
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Tuesday, May 13, 2008 – Permalink – Embed a ShowStick it in WordYou 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. <Doug Klippert@ 6:23 AM
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Sunday, May 04, 2008 – Permalink – Conditional FormattingIf it's Tuesday, it must be mauve
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. 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. 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. GR Business Process Solutions: Also <Doug Klippert@ 7:03 AM
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Sunday, April 20, 2008 – Permalink – Power Utility Pak v6 - v7Excel the way you've wanted itJohn 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.
The blog has little or anything to do with Excel. See all Topics excel Labels: Addins <Doug Klippert@ 7:38 AM
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Friday, April 18, 2008 – Permalink – Excuse Me Your Formula's ShowingFormatting slipTry 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.)
Now reformat the column as Text. The formulas still work, but if you edit one of them, it reverts to a text display. Labels: Formulas, General, Troubleshooting <Doug Klippert@ 7:31 AM
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Tuesday, April 08, 2008 – Permalink – Date and Time EntryMonth Day, Day MonthQDE 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."
<Doug Klippert@ 6:18 AM
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Saturday, March 29, 2008 – Permalink – Week NumbersWho'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.
If your week starts on a different day, you can use the Analysis ToolPac function:
"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."
datepart("ww",[DateField],7,1)
<Doug Klippert@ 7:24 AM
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Saturday, March 22, 2008 – Permalink – Default SaveChoose your own locationWhen 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, but you need to click on the Office button in the upper left corner of the Window)
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. See all Topics excel <Doug Klippert@ 7:45 AM
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Thursday, March 20, 2008 – Permalink – Budget SpreadsheetFree 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.
Lulu.com See all Topics excel Labels: General <Doug Klippert@ 8:02 AM
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Thursday, March 13, 2008 – Permalink – Accustom Yourself to ExcelShake hands with a worksheetAnneliese Wirth has written an article for Office.Microsoft.com about how to get used to the new user interface in Excel 2007.
Surviving the switch to Excel 2007 See all Topics excel <Doug Klippert@ 7:20 AM
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Sunday, March 09, 2008 – Permalink – Camera ToolSmile!(This is the per-2007 routine. For 2007 see the bottom of this tip. ) To create a linked picture of part of a spreadsheet for use elsewhere:
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The process is a little different in 2007. Either add the Camera tool to the Quick access toolbar, or just select the range and drop down the Paste options. <Doug Klippert@ 8:15 AM
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