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Creating your own formatting
style
If you've ever wanted to create a formatting style that's different than any of the
currently available styles, you'll be glad to know that there's an easy way to do it.
First, select the cell that has the combination of formats that you want to include
in the new style. Then, choose Style from the Format menu and in the Style name box, type
a name for the new style. To define and apply the style to the selected cells, click OK.
To define the style without applying it, click Add, and then click Close. Also, if no
cells have the formats you want for the style, you can specify the formats when you name
the style.
Is there a way to get stock information imported into my spreadsheet?
Yes, you can import updated stock information from the Internet into Microsoft Excel 97. For example, to get Dow Jones stock quotes:
1. From the Data menu, choose Get External Data and then Run
Web Query.
2. Highlight one of the available query files, for example "Dow Jones Stocks
by PC Quote, Inc", and click Get Data.
3. In the dialog box, select an option and a cell location where you want the quote
to appear, and click OK.
Easily modify a range
reference in a formula
If you've ever tried to edit a range reference in a formula, you know that Excel 97
color-codes the reference and puts an outline that corresponds with the color in the
formula around the cells in the range. The easy way to modify this range is to begin by
selecting the cell with the formula and pressing [F2]. Now, locate the color-highlighted
border that is around the cells in the range. While holding the mouse button down, drag
the fill handle until you've enclosed the new range and press [Enter]. Excel will now
change the cell reference in the formula to the new range that you specified when you
moved the color-coded border.
Create a quick reminder by
adding a comment to a cell
If you've ever needed to remind yourself what a formula does or to document some value of
interest, there's a quick way to add a reminder to a cell.
You can begin by selecting the cell that contains the value that you want to attach a
comment to. Then, choose Insert \ Comment from the menu bar. A text box that contains your
name will appear. You may now type your comment into the text box. You can move the text
box to any location by simply dragging it and dropping it. To locate a cell that contains
a comment, look in the upper right corner of the cell for a red triangle. To view the
comment, simply highlight the cell.
Make your cells any size by
merging them
If you've ever needed to have cells that were different sizes, you've probably tried
changing the column width, but that only changes the cells horizontally. If you want to
change many different cells' sizes both vertically and horizontally, you'll want to try
merging the cells. To merge cells, start by selecting the cells that you want to merge.
Next, choose Format \ Cells from the menu bar. Then, click the Alignment tab, choose the
merge cells checkbox and click OK. If you are attempting to merge two cells
that both contain values, you'll receive a warning message that states that if you merge
the two cells, only the data in the upper-left cell will be kept.
Change the orientation of
your text
If you've ever needed to fit more columns onto a page by rotating your text to an angle or
just wanted to add visual appeal to a spreadsheet, you'll want to try this feature. Until
the release of Excel 97, text in a spreadsheet always appeared horizontally. Now it's
possible to change the angle of the text in your worksheets. First, choose the cell or
range of cells that you want to rotate by highlighting them. Next, Choose Format \Cells
from the menu bar and click the Alignment tab on the Format Cells dialog box. Now adjust
the angle of the text by dragging the orientation line in the direction that you want to
angle your text and click OK. You can also specify the angle by typing the angle in
degrees.
Convert a 1-D Object into a 3-D object quickly
Excel 97 offers many new drawing features. Now you can change a one-dimensional object into a 3-dimensional object quickly and easily. Not only can you make it 3-D, but also you can choose the angle and shading of the object. Start by selecting the object and selecting the 3-D tool (which looks like a 3-D box) located on the drawing toolbar. On the 3-D tool box there are 20 different angles to choose from. At the bottom of the toolbox the 3-D Settings option appears. If you choose it, you can change the lighting, the surface, and many other attributes. After you choose your 3-D option, you will see that the object you have selected now appears in 3-D.
Transposing data in Excel
If you want to rearrange a column of Excel data into a row or vice versa, you can use one
of two Transpose features: The Paste Special... command or
the Transpose() function. To use the Paste Special... command, first copy a columnar range
of data, such as cells A1:A10. Then, select the leftmost
cell in a row where you want the results to be displayed, such as B14. Issue the
Edit/Paste Special... command, select the Transpose check box, and click OK. Excel will
create a copy of the entries only laid out across cells B14:K14.
To use the Transpose() function, first you select the range B14:K14 and enter the function
=Transpose(A1:A10) as an array. To do this, hold down the key combination [Ctrl][Shift] as
you press [Enter]. The resulting rowwise array will display the data in cells A1:A10. The
advantage of using the Transpose() function rather than the Paste Special... command is
that the formulas remain linked to the original cells.
Importing Microsoft Money 98
data into Excel
If you use Money 98 to manage your finances, you might be interested to know that you can
bring your data into an Excel workbook to analyze,
manipulate, and chart your data in ways possible only in Excel.
To import your data into Excel, you must download and install Money Link to Excel,
which imports data from Money 98 Financial Suite and Money 98 Financial Suite Trial
Edition as well. Once you install Money Link to Excel, you'll
see new commands in Excel that you can use to start the Money Link to Excel Wizard and
synchronize data that you may have already imported. And if you make changes in Money 98,
you can easily update the workbook data by clicking a button. To download or learn more
about Money Link to Excel, go to www.microsoft.com/money/excel/readme.htm.
Use the Calendar control on
your VBA forms
One way to avoid date validation routines on your VBA forms is to use the Calendar
control, which looks just like a calendar. A user can choose a date by simply clicking on
that date on the Calendar control. To add the Calendar control to a user form, you first
have to add the calendar control to your Control toolbox. To do this, right-click on the
Control Toolbox, choose Additional Controls..., select the Calendar Control 8.0 check box,
and click OK. The Calendar control should now appear in your Control Toolbox. The last
step is to program the control. For instance, to make a calendar control--named
Calendar1--display the current date, place the following code in the user form's
initialize event procedure:
Calendar1.Today
By using the calendar control's Click event, you can capture the user's selection, having
it automatically entered in a text box or in a cell in an Excel worksheet. For instance,
the code
TextBox1.Value = Calendar1.Value
places the selected calendar control date in a text box named TextBox1. Or you could use
the code
Selection.Value = TextBox1.Value
to enter the chosen calendar control date in the selected cell.
Exporting Excel charts as
graphic files
In order to display an Excel chart on a Web page, you have to capture its image and save
it as a graphic file, such as a GIF or JPG. Although you could use a screen-shot capturing
program to create graphic files of your charts, you'll find that it's much quicker to use
this VBA procedure:
Sub ChartToGIF()
Dim YourChart As Chart
Const ChartPath = "C:\Windows\Desktop\"
Set YourChart = ActiveChart
GifName = InputBox("Enter a name for the graphic file:", _
"Export Chart", ActiveChart.Name)
If GifName <> "" Then
YourChart.Export FileName:=ChartPath & GifName & _
".GIF", FilterName:="GIF"
End If
End Sub
To use the procedure, first select a chart object or a chart sheet displaying the chart
you want to export in a GIF file. Then, run the procedure. The procedure will display a
Export Chart dialog box, which prompts you to specify a name for the graphic file. The
text box automatically displays the name of the active chart. However, you can type a new
name if you want. Finally, click OK and the procedure will create a GIF file named
Schedule.GIF on your Windows 95 Desktop.
You can make the procedure create the GIF file in any folder on your PC. Just change the
second statement so that it assigns the desired path to the
constant named ChartPath. You can save charts using the JPG graphic format, as well as the
GIF format. Just replace the two GIF references in the Export statement with JPG
references.
Autility for finding
unwanted formula links in Excel
Sometimes a workbook will contain mysterious links that are difficult to find and delete.
Fortunately, Bill Manville's excellent utility-FINDLINK.XLA-enables you to find and remove
links from any Excel 5.0 or later workbook. Just install the add-in and a Find Links
option will appear on your Tools menu. You can download the free utility from the
Accounting Advisors home page at www.accountingadvisors.com. Once you get there, click the
Excel Tips button and scroll down to the Downloads section.
Deleting cell comments from
an Excel worksheet
Importing a Lotus 1-2-3 spreadsheet into Excel can leave you with dozens or hundreds of
comments where formulas didn't convert. An easy way to clear
all of these comments at once is to use the following VBA procedure:
Sub ClearComments()
For Each c In ActiveSheet.Comments
c.Delete
Next
End Sub
Using dynamic range names
Arguably, one of the most powerful features in Excel is the ability to create dynamic
ranges, which expand or contract as you add or delete data.
You can create a dynamic range that consists of a single row by choosing Insert | Name |
Define, then enter MYRANGE in the Names In Workbook field,
enter the following formula
=OFFSET(Sheet1!$B$5,0,0,1,COUNTA(Sheet1!$5:$5))
in the Refers To field. Finally click Add to save the reference. It's even possible to
take this method a step further and make both the rows AND
columns dynamic, with the following syntax
=OFFSET(Sheet1!$B$5,0,0,COUNTA(Sheet1!$B:$B),COUNTA(Sheet1!$5:$5))
This way the formula automatically counts how many cell entries are in column B, and how
many cell entries are in row 5, then expands or contracts
the range for as many cells.
Entering a formula with
argument placeholders in Excel
When entering a formula, press Ctrl+Shift+A to view the arguments for the function. For
instance, typing =DSUM into a cell, then pressing Ctrl+Shift+A will return
=dsum(database,field,criteria).
Printing multiple files at
one time
Although the method you use isn't intuitive, it's easy to print more than one Excel file
with a single Print command. Here's the trick: Choose the Open command from the
application's File menu. Navigate to the directory containing the files you want to print,
then select the appropriate files.
To select contiguous files, click the first file's name, hold down the [Shift] key, and click the last file's name. To select noncontiguous files, hold down the [Ctrl] key and click each filename. Once you've selected all the files you want to print, click the Commands and Settings button (near the top-right corner of the dialog box) and choose Print from the dropdown menu. Windows will then print the documents in the order they appear in the filename list, using the default settings in the Print dialog box.
Launching Excel without a
blank workbook
When you launch Excel by choosing its executable file or a shortcut to its executable
file, the program opens a new, blank workbook named Book1. If
you want Excel to start without a blank document, you can do so by using the /e startup
switch. The best way to do this is to right-click the Microsoft Excel shortcut in the
Office folder, choose Properties, click the Shortcut tab, and type a space followed by /e
at the end of the command in the Target text box.
Preview Excel workbooks in
the Open dialog box
Excel's Open dialog box features a preview window that allows you to see an image of the
selected workbook. To display the preview window, click the
Preview button near the top-right corner of the Open dialog box. (Hold your mouse over the
buttons to reveal their names.)
If the preview window displays the message Preview not Available instead of an image of
the selected workbook, first open the workbook you want to make previewable. Then, issue
the File/Properties command, select the Save Preview Picture check box, click OK, and save
the workbook. Before changing this setting for all your workbooks, you should know that it
makes the file larger--in some cases, a lot larger.
Calculate portions of an
Excel formula
The next time you need to debug a complex formula in Excel or simply want to know what
value a cell reference in that formula is referring to, try this simple technique:
Select the cell containing the formula and press [F2] (or simply double-click that
cell).
Then, highlight the equation or cell reference in question.
Press [F9] and Excel will replace the highlighted portion with the calculated
result.
Press [Ctrl]Z to undo the conversion if you wish.
You can continue in the same manner to calculate other parts of the formula until
you find the equation that returns the erroneous result.
(To convert the entire formula to its result, press [F9] immediately after you
press [F2], or drag across the entire formula and press [F9].)
For instance, suppose you've selected the cell containing the formula
=(12*12)/(1+Rate)^A20.
Press [F2], highlight the equation 12*12, and press [F9]. Excel will convert that
part of the formula to 144.
You'll then see the formula displayed as =(144)/(1+Rate)^A20.
Similarly, highlight the cell reference A20 and press [F9], and Excel will replace
it with the value in that cell of your worksheet.
Once you've finished calculating portions of the formula, press [Esc] if you want
to preserve the original formula.
However, if you want to replace the original formula with the calculated result,
press [Enter] instead.
You can press [Ctrl]Z to undo the entry if you wish.
VBA Equivalents for Lotus
1-2-3 Macro Commands
Converting a 1-2-3 macro to an Excel VBA procedure can be quite tedious.
Before taking on this task, you should download a helpful Microsoft Knowledge Base article
titled Visual Basic for Applications Equivalents for
Lotus 1-2-3 Macro Commands. As its name implies, this article lists equivalent VBA macro
code for most Lotus 1-2-3 macro functions. For
instance, it says you can replicate 1-2-3's {APPENDBELOW} command function (which copies
the contents of source-location to the rows immediately below a target-location) by using
the VBA code location.
startRow = Range("A1:A5").Row +
Range("A1:A5").Rows.Count
startCol = Range("A1:A5").Column
Selection.Copy destination:=Cells(startRow, startCol)
Enhancing Excel's Help
system with links to Microsoft Knowledge Base articles
Want to annotate Excel's Help system with hyperlinks to Microsoft Knowledge Base articles?
You can do so easily by downloading and installing
Microsoft's Excel 97 Weblinks Help File (Xl9701hlp.exe). To download the 229KB file, go to
www.microsoft.com/office/download/xl9701hlp.exe. It's
easy to install--just follow the directions at the download site.
Another Recalculation Bug in
Excel
On March 20, 1998, Microsoft released an Auto-Recalculation Patch to fix a problem that
prevents certain cells within a worksheet from automatically
recalculating. However, they've discovered the patch doesn't fix the problem for all
circumstances. There should be an updated patch available at
www.microsoft.com/Excel/enhancements/XL8P1.asp in early April. In the meantime, you can
ensure your formulas are fully recalculated by pressing
[Ctrl][Alt][F9].
Creating a splash screen for
your custom Excel applications
Once you've created an application for someone, you might want to incorporate a splash
screen, which can make your work look more professional. You might program the splash
screen to display your company name and logo and the name of the custom application for
two or three seconds upon starting. To learn how to create a splash screen in an Excel
workbook, refer to John Walkenbach's article "Creating a Splash Screen for an Excel
97 Workbook" (www.j-walk.com/ss/excel/tips/tip39.htm) and download and open Larry
Reimann's splash.xls workbook (www.accountingadvisors.com/download/splash.xls).
Sorting Excel sheets
alphabetically
Excel doesn't provide a feature that sorts a workbook's sheets alphabetically by sheet
name. However, you can use this simple bubble-sort procedure:
Sub AlphaSheet()
Application.ScreenUpdating = False
Count = Sheets.Count
For i = 1 To Count - 1
For j = i +
1 To Count
If Sheets(j).Name < Sheets(i).Name Then
Sheets(j).Move Before:=Sheets(i)
End If
Next
Next
End Sub
To create the procedure, press [Alt][F8] to display Excel's Macro dialog box. Type
AlphaSheet in the Macro Name text box and then click the Create
button. Excel will activate the Visual Basic Editor and open a new module sheet already
containing the beginning and ending statements in the procedure. Fill in the rest of the
code, then switch back to Excel by pressing [Alt][F11]. To run the procedure, press
[Alt][F8], choose AlphaSheet from the list of macro names, and click OK. When you do, it
will arrange the sheets alphabetically.
Retrieving data from a Web
site and displaying it in an Excel 97 workbook
Excel 97's Web Query feature allows you to grab information from a particular Web site and
display it in your workbook. The program includes some sample Web queries you run can
right away. To demonstrate, open a new workbook and issue the Data/Get External Data/Run
Web Query... command. The Run Query dialog box will appear, displaying a list of
predefined queries.
Select the one named Detailed Stock Quote by PC Quote, Inc.iqy and then click the Get Data
button. In the next dialog box, choose Existing Sheet
radio button, type A1 in the text box, and click OK. When the following dialog box
appears, type the symbol for the stock in question. For instance, to query data for
Ziff-Davis' stock, type ZD, then click OK. Wait a moment while Excel connects to the
Internet and grabs the statistics for that stock. Once it's finished, you'll see formatted
price information appear in your worksheet.
A Shortcut for Closing
Multiple Workbooks
There are many methods for closing a workbook. Most methods involve choosing the Close
command or clicking on a box. These work just fine for a
couple of workbooks, but what if you have eight or ten workbooks all open at the same
time? You could save a lot of time if you knew the shortcut for
closing them all with one command. Simply press the Shift key and then choose File | Close
All for the toolbar. The Close All command will only
appear when the Shift key is if pressed. Now all workbooks will be closed simultaneously.
You can choose to close and save all at one time or save
them individually.
Using the Shrink to Fit
command to format text within a cell
If you have ever tried to fit a really long word or a couple of words into a cell and
still try to make them legible, and not microscopic you'll want
to check out the Shrink to Fit Command in Excel 97. First, begin by selecting the cell or
cells that you want to shrink. Next, choose Format \
Cells from the toolbar. Then, when the Format Cells dialog box appears, click on the
Alignment tab and check the box labeled Shrink to Fit. After
you click OK, the selected text will fit into the cells.
Moving an Embedded Chart to
a different Worksheet
Excel 97 contains many new features for working with charts. One of the most convenient
new features allows you to move an embedded chart to
another worksheet. Start by simply selecting the chart and choosing Chart \ Location from
the toolbar. Next, in the Chart Location dialog box select As
an Object. Then choose the location by clicking on the drop-down arrow or typing the
location name and click OK. Now your chart will be moved to the
location that you specified.
Quickly change
formula cell references
If you ever need to change part of a formula so that the cell references are
absolute instead of relative, you've probably edited it and manually typed in
the required dollar signs. However, there's a much easier way.
Simply edit the formula and place your insertion point on the cell reference.
Then, press the [F4] key to cycle through the various cell reference formats you
can use:
$A$1
A$1
$A1
A1
Avoid needlessly
opening files
You probably thought the names you chose for your Excel workbooks were
incredibly descriptive six months ago, but you'll most likely find that when you
need to find some specific data you're stuck opening and closing a myriad of
files because you can't remember what's in each workbook.
There's an easy way to avoid this time-waster: Save preview pictures of your
workbooks when you save them. This allows you to see a snapshot of the workbook
in Excel's Open dialog box. To use this feature, open the workbook you want to
save a preview picture for. Then, select File/Properties. On the Summary tab,
select the Save Preview Picture check
box. Finally, click OK. To see the preview picture when you're searching through
files in the Open or Save As dialog boxes, just click the Preview icon (it's the
second icon from the right at the top of the dialog box).
When you click on worksheets that have saved pictures, you'll see the snapshot
in the preview pane.
Control how many
recently used files are displayed
If you share your computer with other users, you may want to prevent others from
knowing what files you've recently been working on - not that you'd be using
your work PC for anything inappropriate, of course, but just to preserve a sense
of privacy. You can easily prevent recently used files from showing up in the
File menu. First, select Tools/Options. Then,
click on the General tab and deselect the Recently Used File List check box. On
the other hand, if you'd rather see more recently used files in the File menu,
you can change that option here as well. Make sure the Recently Used File List
check box is selected and enter a number from 1 to 9 in the Entries text box.
When you've finished making changes, click OK.
Save your workspace
(and time)
If you routinely need to work with the same set of Excel files, use a saved
workspace for quick access to them. When you open a saved workspace, all the
Excel files grouped in it are opened. To create your workspace, open all the
Excel files you want included in it. Then, select File/Save Workspace. When the
Save Workspace dialog box appears, enter a name in the File Name text box and
click Save. Excel creates an XLW file with the name you specified. At this point
you can close all your files. To open them back up as a group, simply select
File/Open and select the XLW file.
Shrink the contents of a
cell
If you're like a lot of people, you're constantly fiddling with your worksheet's
column widths to suit your immediate needs. Unfortunately, this sometimes can
cause distracting readability problems. For instance, suppose you want to
decrease the width of a column just slightly. You may find that when you do, the
last few letters of the column label are no longer visible. If you use the Wrap
Text feature, Excel may break the label in odd places. You could solve the
problem by changing the font size for the affected cell, but that gets tedious
if you frequently resize the columns. A more effective method of resizing the
cell contents is to use the Shrink To Fit feature. This feature, as you've
probably guessed,
shrinks the cell contents to whatever size is necessary to display everything in
the cell. As you shrink or widen the column, the cell's contents size adjusts
accordingly. When you later widen the column, the cell contents returns to the
appropriate font size. To apply this Text Control, select the appropriate range
and choose Format/Cells from the Excel menu. Then, click on the Alignment tab,
select the Shrink To Fit check box, and click OK. Note that this feature is
unavailable if you have the Wrap Text option activated or if you're using
Justify or Fill alignment.
Worksheet navigation
tips
You may know that you can quickly move your cell selector to the last or first
cell in a filled column by pressing [Ctrl] and the appropriate directional
arrow. This also works for moving to the last or first cell in a filled row
([Ctrl] and the left or right arrow key). However, a lesser-known feature of
Excel is the ability to do this with just your mouse. All you need to do is
double-click on the border of the cell selector. Excel will move the selector to
the last filled cell in the direction corresponding to the edge you clicked on.
Make your formulas more
readable with labels
Many of you probably use named ranges in your formulas to improve readability.
However, you may not be aware that you can often use column and row labels in
your formulas to refer to data in ranges that aren't named. By default, Excel
allows you to substitute row or column labels in most functions. To see how this
works with column headings, enter FNAME in cell A1 and LNAME in cell B1. In cell
A2, enter the first name Brian and then enter the last name Desso in cell B2. In
cell C2, enter the formula =FNAME&" "&LNAME to produce the
result Brian Desso. As mentioned, this also works with row labels. Enter the
label SALES in cell A11 and the label PERCENT in A12. In cell B11, enter
$78,999. Then enter 15% in cell B12.
Finally, in cell B13, enter the formula =SALES*PERCENT.
Quickly create weekly
column headings in Excel
Here's a quick way to make a weekly listing of column headings in adjacent
columns. Enter the first date of the series in a cell (we'll say A1). In the
cell next to it, enter the formula +A1+7.
Then, place the mouse pointer on the lower-right corner of the second cell until
the fill handle appears. Finally, click on the fill handle and drag to produce
your row of headings.
Use hyperlinks to
navigate through large workbooks
If you have an Excel workbook that contains a large number of worksheets,
chances are you can't see all of the worksheet tabs at once on the worksheet
area. This is especially a problem if your
worksheet tabs have long titles. If you have this problem, consider creating a
worksheet that acts as a table of contents and use hyperlinks to navigate to the
appropriate worksheet. First, create
a blank worksheet in your workbook. Now, we'll walk you through creating your
first hyperlink. In the cell that will contain your hyperlink, enter a
description of the sheet you want to jump to.
Then, press [Ctrl]K. If you're prompted to save your file, do so.
Next, click the Browse button next to the Named Location In File (Optional) text
box. Select the sheet you want to tie the hyperlink to and click OK on all open
dialog boxes. That's all there is to
it! You may also want to place hyperlinks on each individual worksheet that link
back to your table of contents page.
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