EXCEL
EXCEL
BOOK OF TIPS AND TRICKS
BOOK OF TIPS AND TRICKS
kcchantnd kcchantnd1 Excel In General
1 Excel In General
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Shortcuts
Shortcuts
--TIP 1.0 : The Best Shortcut Keys in Microsoft Excel
TIP 1.0 : The Best Shortcut Keys in Microsoft Excel
Ctrl+Z Ctrl+Z Undo Undo Ctrl+C Enter, Ctrl+V Ctrl+X Ctrl+C Enter, Ctrl+V Ctrl+X
Copy, Paste, Multiple Paste, Cut
Copy, Paste, Multiple Paste, Cut
Ctrl+F, Ctrl+H
Ctrl+F, Ctrl+H
Find,
Find, Find&ReplacFind&Replacee
Ctrl+P, Ctrl+S, Ctrl+F4, Alt+F4
Ctrl+P, Ctrl+S, Ctrl+F4, Alt+F4
Print, Save, Close, Close Excel
Print, Save, Close, Close Excel
Ctrl+Arrow
Ctrl+Arrow
Move to edge of region
Move to edge of region
Ctrl+*
Ctrl+*
Select current region
Select current region
Ctrl+A
Ctrl+A
Select all cells
Select all cells
Ctrl+Home Ctrl+End
Ctrl+Home Ctrl+End
Select A1, Select last cell in
Select A1, Select last cell in used rangeused range
Ctrl+Shift+End
Ctrl+Shift+End
Select from active cell to last cell
Select from active cell to last cell in used range.in used range.
Ctrl+Shift+Home
Ctrl+Shift+Home
Select from active cell to A1
Select from active cell to A1
Ctrl+Page Down Ctrl+Page Up
Ctrl+Page Down Ctrl+Page Up
Move to the next sheet, Move
Move to the next sheet, Move to the previous sheetto the previous sheet
Ctrl+Tab
Ctrl+Tab
Move to next open workbook
Move to next open workbook
Ctrl+N
Alt+F11 Alt+F11 Open VBE Open VBE Ctrl+Shift+Enter Ctrl+Shift+Enter Array formula Array formula Ctrl+F3, F3 Ctrl+F3, F3
Define name, Paste name
Define name, Paste name
Ctrl+Spacebar Shift+Spacebar
Ctrl+Spacebar Shift+Spacebar
Select columns, Select rows
Select columns, Select rows
Ctrl+1, Ctrl+B, Ctrl+U
Ctrl+1, Ctrl+B, Ctrl+U
Format cells, Bold,
Format cells, Bold, UnderlineUnderline
Ctrl+; , Ctrl+shift+:
Ctrl+; , Ctrl+shift+:
Current date, Current time
Current date, Current time
Tip 1.1 : Easily delete data from cells in the worksheet in Microsoft Excel
Tip 1.1 : Easily delete data from cells in the worksheet in Microsoft Excel The
The shortcutsshortcuts Ctrl+Shift+EndCtrl+Shift+Endandand Ctrl+Shift+HomeCtrl+Shift+Homeallow you to quickly select aallow you to quickly select a
cell that contains
cell that contains datadata and extend the selection to the and extend the selection to the beginning of thebeginning of theworksheetworksheet
or the last used cell in
or the last used cell in the worksheet.the worksheet.
Example: Example:
You want to clear the contents of
You want to clear the contents of all cells from cell A20 to all cells from cell A20 to the last used cell ( the last used cell ( cellcell
Z1000 for example ) in the worksheet, Select cell
Z1000 for example ) in the worksheet, Select cell A20, PressA20, PressCtrl+Shift+EndCtrl+Shift+End, Press, Press
Delete Delete..
Tip 1.2 : Hiding or
Tip 1.2 : Hiding or unhiding a row or rows/column or columns in Microsoftunhiding a row or rows/column or columns in Microsoft
Excel
Excel
Rows Rows Hide
Hide - select a cell or - select a cell or cells, and presscells, and pressCtrl+9Ctrl+9..
Unhide
Unhide - select the cells above and below the - select the cells above and below the hidden row, and presshidden row, and pressCtrl+Shift+9.Ctrl+Shift+9.
Columns Columns Hide
Hide - select a cell or - select a cell or cells and presscells and pressCtrl+0Ctrl+0..
Unhide
Unhide - select the cells to - select the cells to the left and right of the the left and right of the hidden column, and presshidden column, and press
Ctrl+Shift+0. Ctrl+Shift+0.
Tip 1.3 : Moving between open
Tip 1.3 : Moving between open workbooks in Microsoft Excelworkbooks in Microsoft Excel From the Window menu, select a
From the Window menu, select a workbook from the list of workbook from the list of open workbooks.open workbooks.
The keyboard shortcut for moving between open workbooks is
The keyboard shortcut for moving between open workbooks is Ctrl+TabCtrl+Tab..
To move back between open workbooks press
To move back between open workbooks press Ctrl+Shift+TabCtrl+Shift+Tab
Tip 1.4 : Searching all
To search for text, use the keyboard shortcut
To search for text, use the keyboard shortcutCtrl+FCtrl+F or chooseor choose Edit, FindEdit, Find..
To search and
To search and replacereplace text, use the text, use the keyboard shortcutkeyboard shortcutCtrl+HCtrl+H or chooseor choose Edit,Edit, Replace
Replace..
Searching and replacing all sheets in
Searching and replacing all sheets in the Workbookthe Workbook
1.
1. From sheet tab short cut From sheet tab short cut menu choosemenu chooseSelect all sheetsSelect all sheets..
2.
2. PressPress Ctrl+FCtrl+F oror Ctrl+HCtrl+H totofindfind and replace.and replace.
Note Note
The
The Ctrl+FCtrl+F keyboard combinakeyboard combination works in tion works in Excel 97 version Excel 97 version only single sheet.only single sheet.
Tip 1.5 : Copy & paste data / formulas to thousands of cells in Microsoft
Tip 1.5 : Copy & paste data / formulas to thousands of cells in Microsoft
Excel
Excel
Example:
Example: CopyCopy texttext from cell A1 to cells A2 from cell A1 to cells A2 through A5000 ( see screen shot).through A5000 ( see screen shot).
1.
1. In cell A1, type Excel Book.In cell A1, type Excel Book.
2.
2. Copy cell A1.Copy cell A1.
3.
3. Select cell A2.Select cell A2.
4.
4. Click the arrow beside theClick the arrow beside the Name BoxName Box..
5.
5. Type A5000.Type A5000.
6.
6. PressPress Shift+EnterShift+Enter (select an adjacent range of cells).(select an adjacent range of cells).
7.
Tip 1.6 : Quickly delete
Tip 1.6 : Quickly delete the Formula without deleting the calculation resultthe Formula without deleting the calculation result
in Microsoft Excel
in Microsoft Excel
Select a cell containing a formula, press
Select a cell containing a formula, pressF2F2 (edit) and then press(edit) and then press F9F9(calculate) and(calculate) and
press
press Ctrl+Enter.Ctrl+Enter.
Tip 1.7 : Creating Charts with F11
Tip 1.7 : Creating Charts with F11 in Microsoft Excelin Microsoft Excel To illustrate, look at the screen shot, which shows sales
To illustrate, look at the screen shot, which shows salesdatadata broken down by zone.broken down by zone.
Select a cell in
Select a cell in the table, and pressthe table, and pressF11F11..
The result The result::
Excel opens a
Tip 1.8: Setting the Default Chart
Tip 1.8: Setting the Default Chart Type in Microsoft ExcelType in Microsoft Excel You can change the default
around the range and begin dragging the range towards the
around the range and begin dragging the range towards the chartchart. When the mouse. When the mouse
pointer is over the
pointer is over the chartchart, release the mouse button., release the mouse button.
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Files importing issues
Files importing issues
Tip 1.10 : When importing text files a minus sign appears to the right of the
Tip 1.10 : When importing text files a minus sign appears to the right of the
number in Microsoft Excel
number in Microsoft Excel
Problem Problem
A negative number that is imported into Excel is often formatted as
A negative number that is imported into Excel is often formatted astexttext with thewith the
minus sign (-) on the right side instead of the
minus sign (-) on the right side instead of the left. Excel does not sum up negativeleft. Excel does not sum up negative
numbers that are formatted as text, and the results will not reconcile.
numbers that are formatted as text, and the results will not reconcile.
Solution Solution
Enter a formula to solve both problems. It will move the minus sign (-) to
Enter a formula to solve both problems. It will move the minus sign (-) to the leftthe left
side of the number, and it will format the
side of the number, and it will format the datadata in the cell as a in the cell as a number instead of asnumber instead of as
text.
text.
The Function
The Function ( see screen shot):( see screen shot):
=VALUE(IF(
=VALUE(IF(RIGHT(A1,1)=RIGHT(A1,1)="-",RIGHT(A1,1)&"-",RIGHT(A1,1)&LEFT(A1,LELEFT(A1,LEN(A1)-1),A1))N(A1)-1),A1))
Tip 1.11 : When importing text files Data not formatted as a number or date
Tip 1.11 : When importing text files Data not formatted as a number or date
properly in Microsoft Excel
properly in Microsoft Excel
Problem Problem
Often, columns with
Often, columns with numericalnumericaldatadata or columns that containor columns that containdatedate data are formatteddata are formatted
as
as texttext columns.columns.
Changing the
Changing the formattingformattingof the column fromof the column fromtexttext to number format is often notto number format is often not
efficient.
efficient.
Solution 1 - Multiply by 1 Solution 1 - Multiply by 1
Enter the number 1 into the
Enter the number 1 into the cell and copy it. Select the column that is cell and copy it. Select the column that is formatted asformatted as
text, right-click, and select
text, right-click, and select Paste SpecialPaste Special. Select. SelectMultiplyMultiply from the dialog box, andfrom the dialog box, and
click OK.
click OK.
Solution 2 -Text to Columns Solution 2 -Text to Columns
Select the column that is formatted as text. From the
Select the column that is formatted as text. From theDataData menu, selectmenu, select Text toText to Columns
Columns, and then select the, and then select the Fixed widthFixed width option. Skip Step 2. In Step 3, select option. Skip Step 2. In Step 3, select thethe
General
General option from theoption from the ColumnColumn datadata format, and clickformat, and click FinishFinish. To change the. To change the
column
column formattingformatting toto datedate formatting, select theformatting, select theDateDate option (underoption (under ColumnColumn datadata format
format), and then click), and then click EndEnd..
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Sheets, Workbooks
Sheets, Workbooks
Tip 1.12 : Moving between sheets in
Tip 1.12 : Moving between sheets in a workbook in Microsoft Excela workbook in Microsoft Excel To move to the next sheet
To move to the next sheet in the workbook, pressin the workbook, pressCtrl+Page DownCtrl+Page Down..
To move to the previous sheet in
To move to the previous sheet in the workbook, pressthe workbook, pressCtrl+Page Up.Ctrl+Page Up.
Tip 1.13 : Changing the font size of the Sheet name in Microsoft Excel
Tip 1.13 : Changing the font size of the Sheet name in Microsoft Excel The Sheet tabs in a workbook are part of the
The Sheet tabs in a workbook are part of the Scroll BarScroll Bar..
Change the font size in the
The default settings for the window view in Excel are determined by the Windows
The default settings for the window view in Excel are determined by the Windows
operating system and Excel.
operating system and Excel.
1.
1. Minimize all applications, pressMinimize all applications, press Windows+ mWindows+ m and right-click the desktop.and right-click the desktop.
2.
2. SelectSelect PropertiesProperties, and select the, and select theAppearanceAppearance tabtab
Tip 1.14 : Create a hyperlink from a string in Microsoft Excel
Tip 1.14 : Create a hyperlink from a string in Microsoft Excel
To create a hyperlink for a file
To create a hyperlink for a file pathpath andand namename (for example), enter the(for example), enter the following
following texttext in cell A1:in cell A1: c:\ExcelTip\tips.xlsc:\ExcelTip\tips.xls
In cell A2,
In cell A2, enter the following enter the following formula to create the hyperlink: =HYPERLINK(A1)formula to create the hyperlink: =HYPERLINK(A1)
(Try Using Names to perform the
(Try Using Names to perform the same trick)same trick)
Names, Range Names
Names, Range Names
•
• You cannot use aYou cannot use a NameNamethat could otherwise be confused as a cell reference.that could otherwise be confused as a cell reference.
For example, you cannot use A1 or IS2002 because these are already cell
For example, you cannot use A1 or IS2002 because these are already cell
references.
references.
•
• There is no limit on There is no limit on the number of names you can definethe number of names you can define
•
• Be sure to define unique names for a Be sure to define unique names for a specific workbook. Definspecific workbook. Defining aing aNameName
that resembles names in other
that resembles names in other sheets only complicates your work.sheets only complicates your work.
Tip 1.16 : Define a Range Name in Microsoft Excel
Tip 1.16 : Define a Range Name in Microsoft Excel There are two ways to define a Name:
There are two ways to define a Name:
Type the
Type the texttext directly in thedirectly in the NameName boxbox
1.
1. Select Cell A1.Select Cell A1.
2.
2. In theIn the NameName box, type the text.box, type the text.
3.
3. PressPress EnterEnter..
Use the Define Name dialog box Use the Define Name dialog box
1.
1. Select cell B1.Select cell B1.
2.
2. PressPress Ctrl+F3Ctrl+F3, or from the, or from the InsertInsert menu, selectmenu, select Name, DefineName, Define……
3.
3. Type theType the texttext in the Names in workbook box.in the Names in workbook box.
4.
4. ClickClick OKOK
Tip 1.17 : Automatically defining Names
Tip 1.17 : Automatically defining Names according to the text in the according to the text in the top rowtop row
and the left column in
and the left column in Microsoft ExcelMicrosoft Excel 1.
1. Open a workbook with aOpen a workbook with a datadata range (see screenshot). There isrange (see screenshot). There istexttext in the topin the top
row and in the left
row and in the left column.column.
2.
2. Select the current region and pressSelect the current region and press Ctrl+*Ctrl+*..
3.
4.
4. Select the options Top row and Left column.Select the options Top row and Left column.
5.
Explanation:
Explanation: The formula calculates and returns the The formula calculates and returns the number of the previous year -number of the previous year
-2002.
2002.
1.
1. PressPress Ctrl+F3Ctrl+F3..
2.
2. In theIn the Names in workbookNames in workbook box, typebox, type LastYearLastYear..
3.
3. Type the formulaType the formula =YEAR(TODAY())-1=YEAR(TODAY())-1 in thein theRefers toRefers to box.box.
4.
4. ClickClick OKOK..
Enter the formula into a cell in
Enter the formula into a cell in the sheet.the sheet.
1.
1. Type theType the == sign. Press F3.sign. Press F3.
2.
2. Select theSelect the name LastYearname LastYear, and click, and click OKOK..
Tip 1.19 : Saving values in the Define Name dialog box
Tip 1.19 : Saving values in the Define Name dialog box In the
In the Define NameDefine Name dialog box, you can save values in the Refers to… box, just asdialog box, you can save values in the Refers to… box, just as
you saved the formula in
you saved the formula in the example above.the example above.
Example:
Example: The rate of exchange for the Euro, defined with theThe rate of exchange for the Euro, defined with theNameName Euro, is set atEuro, is set at
0.88.Type the amount in Cell A1. In
0.88.Type the amount in Cell A1. In Cell B1, type the formula =A1/Euro. You do notCell B1, type the formula =A1/Euro. You do not
have to type the
have to type thetexttext Euro. Instead, use the F3 shortcut.Euro. Instead, use the F3 shortcut.
Updating a value that was saved as a Name Updating a value that was saved as a Name
Press
Press Ctrl+F3Ctrl+F3, select the, select thenamename Euro, change the value of the rate Euro, change the value of the rate of exchange inof exchange in
the
the Refers to…Refers to… box, and clickbox, and click OKOK
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Security , Protection
Security , Protection
Tip 1.20 : Password to prevent opening a
Tip 1.20 : Password to prevent opening a workbook in Microsoft Excelworkbook in Microsoft Excel In all Excel versions, you can use
In all Excel versions, you can use aapasswordpassword to prevent opening a to prevent opening a workbook.workbook.
1.
2.
2. SelectSelect OptionsOptions. In Excel 2002 you will. In Excel 2002 you willfindfind new option, selectnew option, selectTools,Tools, Options
Options,, SecuritySecurity tab..tab..
3.
3. Type theType the passwordpassword twice, and clicktwice, and click OK.OK.
Tip 1.21 : Password to protect a
Tip 1.21 : Password to protect a workbook in Microsoft Excelworkbook in Microsoft Excel Protecting a workbook prevents the
Protecting a workbook prevents the structure from being changed.structure from being changed.
By assigning a
By assigning a passwordpassword to a workbook, you prevent to a workbook, you prevent sheets from being deleted,sheets from being deleted,
new sheets from being inserted, and hidden sheets
new sheets from being inserted, and hidden sheets from being opened.from being opened.
From the
From the ToolsTools menu, selectmenu, select Protection, Protect WorkbookProtection, Protect Workbook. Type a. Type a passwordpassword inin
the
the PasswordPasswordbox, and clickbox, and click OKOK. Now confirm the. Now confirm thepasswordpassword, and click, and click OKOK again.again.
Tip 1.22 : Protecting a
Tip 1.22 : Protecting a sheet in Microsoft Excelsheet in Microsoft Excel
New in Excel 2002 xp. New in Excel 2002 xp.
From the
From the ToolsTools menu, selectmenu, select Protection, Protect SheetProtection, Protect Sheet..
In
In Excel 2002Excel 2002, the, the Protect SheetProtect Sheet dialog box allows you to select the operationsdialog box allows you to select the operations
you want users to be able to perform.
you want users to be able to perform.
Under Allow all users of this
Under Allow all users of this worksheetworksheet to, select the checkboxes for the operationsto, select the checkboxes for the operations
you want to
you want to leave unprotected.leave unprotected.
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Printing
Printing
Tip 1.23 : Printing Comments in
Tip 1.23 : Printing Comments in Microsoft Excel.Microsoft Excel. From the
From the FileFile menu, selectmenu, select Page SetupPage Setup, and click the, and click the SheetSheet tab. Before printing,tab. Before printing,
select one of the following options in
select one of the following options in thetheCommentsComments box:box:
•
• NoneNone - Will not print comments.- Will not print comments.
•
• At end of sheetAt end of sheet - Will print the comments on a separate page after- Will print the comments on a separate page afterprintingprinting
the sheet.
the sheet.
•
• As displayed on sheetAs displayed on sheet - Will only print the - Will only print the comments that are displayedcomments that are displayed..
Print a Single Comment Print a Single Comment
4.
4. SelectSelect LeftLeft area.area.
5.
5. Click theClick the PicturePicture icon (second from right). In the Inserticon (second from right). In the InsertPicturePicture dialog box,dialog box,
search for and select the logo or
search for and select the logo orpicturepicture you want to you want to add.add.
6.
6. ClickClick InsertInsert, Click, Click OKOK..
Tip 1.25 : Inserting a
Tip 1.25 : Inserting a watermark behind the text in Microsoft Excelwatermark behind the text in Microsoft Excel Reports such as a company's financial statements are, by
Reports such as a company's financial statements are, by their very nature,their very nature,
confidential. Insert the
confidential. Insert thetexttext "Confidential" behind the"Confidential" behind thedatadata in the report in such ain the report in such a
way that it does not interfere with
way that it does not interfere with reading the report.reading the report.
1.
1. Display theDisplay the WordArtWordArt toolbar. Select one of thetoolbar. Select one of thetoolbarstoolbars, right-click, and, right-click, and
select the
select the WordArtWordArttoolbar.toolbar.
2.
2. On theOn the WordArtWordArt toolbar, click the Inserttoolbar, click the Insert WordArtWordArt icon (A).icon (A).
3.
3. From theFrom the WordArt GalleryWordArt Gallery, select any example, and click OK., select any example, and click OK.
4.
4. In theIn the WordArt Edit TextWordArt Edit Text dialog box, type "Confidential" (or any other dialog box, type "Confidential" (or any other text),text),
and select the font and the font
and select the font and the font size.size.
5.
5. Right-click theRight-click the WordArtWordArt, and from the shortcut menu, select the, and from the shortcut menu, select the Colors andColors and Lines
Lines tab.tab.
6.
6. InIn FillFill, select, select ColorColor,, No FillNo Fill..
7.
7. InIn LineLine,, ColorColor, select a color that is not too light., select a color that is not too light.
8.
8. Click OK.Click OK.
9.
9. Right-click, and from the shortcut menu, selectRight-click, and from the shortcut menu, select OrderOrder, Send to, Send to BackBack..
10.
10.Adjust the object's size and location to suit the sheetAdjust the object's size and location to suit the sheet
Tip 1.26 : Preventing charts from
Tip 1.26 : Preventing charts from being printed in Microsoft Excelbeing printed in Microsoft Excel Select a
Select a chartchart, and right-click. From the shortcut , and right-click. From the shortcut menu, selectmenu, selectFormatFormat ChartChart AreaArea..
Select the
Select the PropertiesProperties tab, and clear the checkbox besidetab, and clear the checkbox beside Print ObjectPrint Object..
Click
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Charts
Charts
Tip 1.27 : Replacing Data
Tip 1.27 : Replacing Data Markers with Pictures in Microsoft ExcelMarkers with Pictures in Microsoft Excel
Shaking up the normal routine every once in a while cannot hurt. Jazzing up
Shaking up the normal routine every once in a while cannot hurt. Jazzing upchartchartss
with interesting shapes makes a strong visual statement when
with interesting shapes makes a strong visual statement when displaying results. Indisplaying results. In
the figure below, a
the figure below, a number of pictures were added. You can add letters number of pictures were added. You can add letters totodatadata
markers in any order you like or
markers in any order you like or replacereplace data markers with flags or anything else;data markers with flags or anything else;
just use your imagination.
just use your imagination.
1.
1. In theIn the ChartChart, select the desired, select the desireddatadata markers (if you want tomarkers (if you want to replacereplace themthem
with the same picture).
with the same picture).
2.
2. From theFrom the InsertInsert menu, select Picture.menu, select Picture.
3.
3. From theFrom the Insert Clip ArtInsert Clip Art pane (in Excel version 97 or 2000, choose frompane (in Excel version 97 or 2000, choose from FileFile
menu), select the
2 Excel Text, Editing and Formatting
2 Excel Text, Editing and Formatting
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Formatting
Formatting
Tip 2.0 : Add text
Tip 2.0 : Add text to Number format in Microsoft Excelto Number format in Microsoft Excel Press
Press Ctrl+1Ctrl+1 (Format Cells), Choose(Format Cells), Choose NumberNumbertab, fromtab, from CategoryCategory ChooseChoose CustomCustom,,
in the
in the TypeType box enter :box enter :
"Credit" #,##0_;"Debit" [Red](#,##0); "Credit" #,##0_;"Debit" [Red](#,##0); Tip 2.1 : Color even
Tip 2.1 : Color even numbered rows in Microsoft Excelnumbered rows in Microsoft Excel Coloring even numbered rows in Microsoft Excel can
Coloring even numbered rows in Microsoft Excel can done using conditionaldone using conditional
formatting:
formatting:
1.
1. Select the rows you want to apply the Select the rows you want to apply the colorcolor
2.
2. From the format From the format menu choose "Conditional Formatting"menu choose "Conditional Formatting"
3.
3. In Condition 1 In Condition 1 choose "Formula Is", enter the choose "Formula Is", enter the formula =MOD(Rformula =MOD(ROW(),2)<>0 inOW(),2)<>0 in
the box
the box
Choose any format and press OK
Tip 2.2 : Formatting numbers according to criteria
Tip 2.2 : Formatting numbers according to criteria in Microsoft Excelin Microsoft Excel There are two ways
There are two ways to format numbers according to criteria:to format numbers according to criteria:
•
• CustomCustom formattingformatting for a number with criteriafor a number with criteria
•
• ConditionalConditionalformattingformatting(see screen shot)(see screen shot)
Using custom formats for numbers with criteria Using custom formats for numbers with criteria
Your options for coloring a
Your options for coloring a number are not limited to number are not limited to displaying negative numbersdisplaying negative numbers
red. You can color positive and/or negative numbers in any color you wish (do not
red. You can color positive and/or negative numbers in any color you wish (do not
get excited - the number of colors is limited to
get excited - the number of colors is limited to eight, and most are difficult to read).eight, and most are difficult to read).
Do this by adding the
Do this by adding the namename of the color to of the color to the number format in brackets.the number format in brackets.
Example:
Example: [BLUE] #,##0 ;[RED](#,##0)[BLUE] #,##0 ;[RED](#,##0)
A positive number is displayed in
A positive number is displayed in blue; a negative number is displayed in blue; a negative number is displayed in red; and 0red; and 0
is displayed in blue (since there is no third section, 0
is displayed in blue (since there is no third section, 0 receives the format of thereceives the format of the
positive number by default).
positive number by default).
Add a condition to the formatting, and have each section be displayed in a different
Add a condition to the formatting, and have each section be displayed in a different
color:
color:
[BLUE] [>5000]#,##0 ;[RED](#,##0); #,##0
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Editing
Editing
Tip 2.3 : Transposing Data
Tip 2.3 : Transposing Data in Microsoft Excelin Microsoft Excel
Transpose is used to change a vertical range of cells to a horizontal range or vice
Transpose is used to change a vertical range of cells to a horizontal range or vice
versa.
versa.
1.
1. Copy a range of cells (see cells A1:C9 in Copy a range of cells (see cells A1:C9 in the screenshot).the screenshot).
2.
2. Select a cell in the activeSelect a cell in the activeworksheetworksheet or any otheror any other worksheetworksheet andand right- right-click
click..
3.
3. From the shortcut menu, selectFrom the shortcut menu, select Paste SpecialPaste Special..
4.
Tip 2.4 : Extracting characters from text in
Tip 2.4 : Extracting characters from text in Microsoft ExcelMicrosoft Excel
Using
Using formulasformulas to extract characters from textto extract characters from text
See Screen shots - A budget item number or an
See Screen shots - A budget item number or anindexindex number in accounting is madenumber in accounting is made
up of three parts:
up of three parts:
•
• a department number - the first a department number - the first three digits.three digits.
•
• the expense item number - the next three digits.the expense item number - the next three digits.
•
• and secondary description of the expense - and secondary description of the expense - the last two the last two digits.digits.
Use the
Use the formulasformulas shown in Row 6 to extract these portions from the tshown in Row 6 to extract these portions from the text. You canext. You can
find
find thethe formulasformulas for extracting characters in thefor extracting characters in theTextText category, under the Pastecategory, under the Paste
function.
Tip 2.5 Parsing characters from text without formulas in
Tip 2.5 Parsing characters from text without formulas in Microsoft ExcelMicrosoft Excel
Use
Use Text to Columns to parse text.Textto Columns to parse text.
1.
1. Select column A.Select column A.
2.
2. ChooseChoose Data,Data, TextText to Columnsto Columns..
3.
3. In step 1 of 3, selectIn step 1 of 3, select FixedFixed width.width.
4.
4. ClickClick NextNext..
5.
5. In step 2 of 3, you parse theIn step 2 of 3, you parse the datadata in the column by clicking the mousein the column by clicking the mouse
between columns you want to
between columns you want to parse.parse.
6.
6. ClickClick NextNext..
7.
7. In step 3 of 3, in theIn step 3 of 3, in the DestinationDestination box, enter cell B1.box, enter cell B1.
8.
Tip 2.6 : Separating first name and last name without using formulas in
Tip 2.6 : Separating first name and last name without using formulas in
Microsoft Excel
Microsoft Excel
The cells in Column A contain a
The cells in Column A contain a list of names, firstlist of names, firstnamename and last name.and last name.
1.
1. Select Column A or the range of cells containing the Select Column A or the range of cells containing the list of names.list of names.
2.
2. From theFrom the DataData menu, selectmenu, select Text to ColumnsText to Columns..
3.
3. In Step 1 of 3, selectIn Step 1 of 3, select DelimitedDelimited..
4.
4. In Step 2 of 3, select theIn Step 2 of 3, select the SpaceSpace option.option.
5.
5. In Step 3 of 3, in theIn Step 3 of 3, in the DestinationDestination box, select Cell B1, and clickbox, select Cell B1, and clickFinishFinish
Tip 2.7 : Typing dates in cells quickly in Microsoft Excel
Tip 2.7 : Typing dates in cells quickly in Microsoft Excel Typing a large amount of
Typing a large amount of datadata in cells in the in cells in the sheet can be tiring if it sheet can be tiring if it includes a seriesincludes a series
of dates.
of dates.
Minimize the work by typing the day of the current month and adding the following
Minimize the work by typing the day of the current month and adding the following
formula to insert the month and year.
formula to insert the month and year.
=DATE(YEAR(TODAY()),MONTH(TODAY()),A1) =DATE(YEAR(TODAY()),MONTH(TODAY()),A1)
Type a full number in the cell
Type a full number in the cell and change it to aand change it to adatedate by using the formula below.by using the formula below.
For example
For example, type 10222002. The result is , type 10222002. The result is 10/22/2002.10/22/2002.
=LEFT(A1,2)&"/"&MID(A1,3,2)&"/"RIGHT(A1,4) =LEFT(A1,2)&"/"&MID(A1,3,2)&"/"RIGHT(A1,4)
3 Excel Date and Time
3 Excel Date and Time
How Excel Works with DatesHow Excel Works with Dates
Excel considers dates as
Excel considers dates as numbers. Eachnumbers. Eachdatedate is assigned a uniqueis assigned a unique serial number serial number . For. For
example, the 27th September 1999 was
example, the 27th September 1999 wasdatedate
serial 36430. Fortunately, you don't need to
serial 36430. Fortunately, you don't need to
know this but the fact that all
know this but the fact that all dates havedates have
numerical values can be very useful.
numerical values can be very useful. WindowsWindows
uses the
uses the 19001900datedate system in which 1stsystem in which 1st
January 1900 is
January 1900 is datedate serial 1, 2nd Januaryserial 1, 2nd January
1900 is
1900 is datedate serial 2 and so on.serial 2 and so on.
When you type a
When you type a datedate into a cell, Excel showsinto a cell, Excel shows
you a
you adatedate but is thinking of a number.but is thinking of a number.
To
To findfind out the serial number of a date, selectout the serial number of a date, select
the cell containing the
the cell containing thedatedate then go tothen go to
Format > Cells
Format > Cells. Go to the. Go to the NumberNumber tab and clicktab and click GeneralGeneral in thein the CategoryCategory list. Thelist. The
date's serial number will appear in the
date's serial number will appear in the SampleSample box on the right.box on the right.
You can make use of these numbers in all sorts of
You can make use of these numbers in all sorts of ways. You can add a number to aways. You can add a number to a
date
date to give ato give a datedate that number of days later (or subtract a number to get athat number of days later (or subtract a number to get adatedate
before), you can take one
before), you can take one datedate from another tofrom another to findfind out how many days in out how many days in between.between.
There are lots of ready-made
There are lots of ready-made datedate functions too.functions too.
Tip 3.0 : Calculate difference
Tip 3.0 : Calculate difference between Dates in Microsoft Excelbetween Dates in Microsoft Excel Use the formula
Use the formula DATEDIFDATEDIF to calculate the difference between to calculate the difference between dates.dates.
The results of
The results of the calculation are displayed as days, full the calculation are displayed as days, full months, and full years.months, and full years.
The formula is not located in
The formula is not located in Paste FunctionPaste Function in thein the Date & TimeDate & Timecategory.category.
You must enter the
Tip 3.1 : Calculating the
Tip 3.1 : Calculating the quarter number in Microsoft Excelquarter number in Microsoft Excel
This section, including the figure below, explains how to calculate the quarter of a
This section, including the figure below, explains how to calculate the quarter of a
calendar year and of fiscal years that begin in July or October.
calendar year and of fiscal years that begin in July or October.
To calculate a quarter for a calendar year, see the syntax of the
To calculate a quarter for a calendar year, see the syntax of the formula for Cell B2formula for Cell B2
as shown in Cell B15(see screen shot).
as shown in Cell B15(see screen shot).
To calculate a quarter for a fiscal year that begins in October, see the
To calculate a quarter for a fiscal year that begins in October, see the syntax of thesyntax of the
formula for Cell B2 as shown in Cell
formula for Cell B2 as shown in Cell B17.B17.
To calculate a quarter for a fiscal year that begins in July,
To calculate a quarter for a fiscal year that begins in July, see the syntax of thesee the syntax of the
formula for Cell D2 as shown in Cell
formula for Cell D2 as shown in Cell B19.B19.
The formula
The formula INTINT rounds the result of the calculation to a rounds the result of the calculation to a whole number, whichwhole number, which
represents the quarter.
Tip 3.2 : Filtering by the date field in Mi
Tip 3.2 : Filtering by the date field in Microsoft Excelcrosoft Excel Excel does not sort
Excel does not sort datadata according to cell format, but according to cell according to cell format, but according to cell value. Whenvalue. When
sorting
sorting by date, Excel sorts theby date, Excel sorts thedatedate according to its according to its number.number.
For example, the serial number of the
For example, the serial number of thedatedate September 9, 2001 is 37164. If the September 9, 2001 is 37164. If the cellcell
format is changed to "mmmm", the result of
format is changed to "mmmm", the result of the format is September. Whenthe format is September. Whensortingsorting
the
the datadatalist, Excel ignores September and only relates to the number 37164.list, Excel ignores September and only relates to the number 37164.
With
With AutoFilterAutoFilter, as opposed to, as opposed to SortingSorting, Excel relates to the, Excel relates to thedatedate format and allowsformat and allows
you to filter
you to filter datadata according to format.according to format.
1.
1. Turn off theTurn off the AutoFilterAutoFilter. From the. From the DataData menu, selectmenu, select FilterFilter,, AutoFilterAutoFilter..
2.
2. Copy theCopy the DateDate column.column.
3.
3. Select two columns to the right of Date, Select two columns to the right of Date, right-click, and from the shortcutright-click, and from the shortcut
menu, select
menu, select Insert Copied CellsInsert Copied Cells (pasting by inserting copied cells allows(pasting by inserting copied cells allows
you to insert two columns and paste the copied column into them).
you to insert two columns and paste the copied column into them).
4.
4. In Cell D1, type the In Cell D1, type the headingheadingMonthMonth, and in Cell E1, , and in Cell E1, type the headingtype the headingYearYear..
5.
5. Select theSelect the MonthMonth field. To select it field. To select it quickly, select Cell D2, and pressquickly, select Cell D2, and press
Shift+SpaceBar Shift+SpaceBar..
6.
6. PressPress Ctrl+1Ctrl+1 (Format Cells).(Format Cells).
7.
7. In theIn the NumberNumbertab, selecttab, select CustomCustom..
8.
8. In theIn the TypeTypebox, enter the box, enter the format, "mmmmformat, "mmmm" (full month " (full month format).format).
9.
9. Click OK.Click OK.
10.
10.Select theSelect the YearYear field. To select it quickly, select Cell field. To select it quickly, select Cell E2, and pressE2, and press
Shift+SpaceBar Shift+SpaceBar..
11.
11.PressPress Ctrl+1.Ctrl+1.
12.
12.In the Number tab, select In the Number tab, select Custom.Custom. 13.
13.In the Type box, enter the format, "yyyy" (year format).In the Type box, enter the format, "yyyy" (year format). 14.
14.Click OK.Click OK. 15.
Tip 3.3 : Calculating the
Tip 3.3 : Calculating the difference between hours in Microsoft Exceldifference between hours in Microsoft Excel
Calculate an employee's working hours. In the screen shot, notice the format in Cells
Calculate an employee's working hours. In the screen shot, notice the format in Cells
E4:E8 is
E4:E8 is hh:mmhh:mm..
The number 1 in the formula
The number 1 in the formula IFIF represents arepresents a timetime value that exceeds 24 hours in avalue that exceeds 24 hours in a
day.
day.
See line 5 in
See line 5 in the example. An employee named Mark arrived at work at 23:00 in thethe example. An employee named Mark arrived at work at 23:00 in the
evening and finished work at 7:00 the next morning. The result is calculated as 8:00
evening and finished work at 7:00 the next morning. The result is calculated as 8:00
working hours.
4 Excel Formula and Fucntions
4 Excel Formula and Fucntions
--
Working with Formulas
Working with Formulas
Tip 4.0 : Handling error
Tip 4.0 : Handling error in Formula results in Microsoft Excelin Formula results in Microsoft Excel Entering
Entering formulasformulas into cells in Excel sheets is into cells in Excel sheets is not foolproof. It is impossible tonot foolproof. It is impossible to
completely avoid mistakes, but there are ways t
completely avoid mistakes, but there are ways to keep them to o keep them to a minimum.a minimum.
Combining the
Combining the IFIF formula with theformula with theISERROR ISERROR formula returns a calculation whoseformula returns a calculation whose
result is TRUE, if the result of
result is TRUE, if the result of a calculation returns an error.a calculation returns an error.
For example: For example:
In Cell A1, type the
In Cell A1, type the number 100.number 100.
In Cell B1, type the
In Cell B1, type the formula =A1/A2. The calculation returns an error - #DIV/0!formula =A1/A2. The calculation returns an error - #DIV/0!
The error is created when you try to divide a
The error is created when you try to divide a number in a cell by 0 (A2).number in a cell by 0 (A2).
To avoid displaying an error in a cell: To avoid displaying an error in a cell:
1.
1. In Cell C1, enter tIn Cell C1, enter the formulahe formula=ISERROR(B1)=ISERROR(B1). The formula returns the result. The formula returns the result
TRUE. That is, Cell B1 contains an error in t
TRUE. That is, Cell B1 contains an error in the calculation of the formula (thehe calculation of the formula (the
formula
formula ISERROR ISERROR is located in the category Information in theis located in the category Information in thePastePaste Function
Function dialog box).dialog box).
2.
2. In Cell D1, enter an In Cell D1, enter an IF formula =IF(C1,0,B1).IF formula =IF(C1,0,B1).
3.
3. Combine theCombine the formulasformulas into one nested formula. From Cell C1, copy theinto one nested formula. From Cell C1, copy the
formula (without the = sign), and paste it into Cell D1
formula (without the = sign), and paste it into Cell D1 instead of C1.instead of C1.
4.
4. From Cell B1, copy the formula (without the = sign), and paste it twice From Cell B1, copy the formula (without the = sign), and paste it twice -
-instead of the digit 0 and -instead of B1.
instead of the digit 0 and instead of B1. The result - one nested formula:The result - one nested formula:
=IF(ISERROR(A1/A2),0,A1/A2).
=IF(ISERROR(A1/A2),0,A1/A2).
Tip 4.1:
Tip 4.1: Printing the Formula syntax in Printing the Formula syntax in Microsoft ExcelMicrosoft Excel
Use the usual method of
Use the usual method of printingprinting in Excel to print from the sheet in Excel to print from the sheet whilewhileformulasformulas
are displayed using
--
Lookup formulas
Lookup formulas
Tip 4.3 : Combine the
Tip 4.3 : Combine the VLookup and Match formulas in Microsoft ExcelVLookup and Match formulas in Microsoft Excel
The
The VLookupVLookupformula returnsformula returns datadata from any column you choose in thefrom any column you choose in thedatadata table,table,
simply change the number of the
simply change the number of the column in the third column in the third argument.argument.
Although it sounds simple, there is a catch.
Although it sounds simple, there is a catch.
•
• How can you determine the number of a column in aHow can you determine the number of a column in a datadata table that containstable that contains
numerous columns?
numerous columns?
•
• How can you easily change the number of the column in the How can you easily change the number of the column in the third argument of third argument of
the
the VLookupVLookupformula?formula?
•
• How can you easily How can you easily change the column number in multiplechange the column number in multipleformulasformulas in ain a
worksheet
worksheet from which complex reports are prepared or in a sheet thatfrom which complex reports are prepared or in a sheet that
contains multiple
contains multiple VLookupVLookupformulas?formulas?
Solution Solution
Insert the
Insert the MatchMatch formula in the third argument of theformula in the third argument of theVLookupVLookupformula.formula.
Step 1: Define 2 names
Step 1: Define 2 names, see screen shot, see screen shot
1.
1. Select Row 1, pressSelect Row 1, press Ctrl+F3Ctrl+F3, type the, type the namename Row1Row1 in thein the NamesNames inin
workbook field, and click OK.
workbook field, and click OK.
2.
2. Select theSelect the datadatatable by pressingtable by pressing Ctrl+*Ctrl+*. Then press. Then press Ctrl+F3Ctrl+F3, enter, enter DataData inin
the
the NamesNames in workbook field, and click in workbook field, and click OK.OK.
Step 2: Enter the
Step 2: Enter the MatchMatch formulaformula
1.
1. Open an adjacent worksheet, and select cell Open an adjacent worksheet, and select cell A1.A1.
2.
2. In cell A1 type 4/1/2001.In cell A1 type 4/1/2001.
3.
3. In cell B1, enter In cell B1, enter the formula =MATCH (A1, Row1, 0). (Be careful to enter thethe formula =MATCH (A1, Row1, 0). (Be careful to enter the
value 0 in the
value 0 in the third argument to specify the search for an exact value.)third argument to specify the search for an exact value.)
4.
4. Results of calculation: 7.Results of calculation: 7.
Step 3: Enter the
Step 3: Enter the VlookupVlookup formulaformula
1.
1. Enter the account number 201 into cell A2.Enter the account number 201 into cell A2.
2.
2. Enter the formula =VLOOKUP(A2,DEnter the formula =VLOOKUP(A2,Data,B1) in cell ata,B1) in cell B2. In the B2. In the third argument of third argument of
the
the VLookupVLookupformula, select a cell which contains theformula, select a cell which contains theMatchMatch formula.formula.
3.
3. Calculation results: 7,981.Calculation results: 7,981.
•
1.
1. In the formula bar (In the formula bar (MatchMatch formula) of cell B1, select the formula) of cell B1, select the formula without theformula without the
= sign, press
= sign, press Ctrl+CCtrl+C, and click the Cancel sign (from the left , and click the Cancel sign (from the left of the formulaof the formula
in the formula bar). Select cell B2, and in
in the formula bar). Select cell B2, and in the formula bar, select thethe formula bar, select theaddressaddress
B1.
B1.
2.
2. PressPress Ctrl+VCtrl+V and press Enter.and press Enter.
3.
3. The final result The final result is a nested is a nested formula is =VLOOKUP (A2, Data, MATCH(A1, Rowformula is =VLOOKUP (A2, Data, MATCH(A1, Row
1, 0))
Tip 4.4 : Combine the
Tip 4.4 : Combine the Index and Match formulas in Microsoft ExcelIndex and Match formulas in Microsoft Excel Step 1: Define a name
Step 1: Define a name
Define a Name to column B ( see screen shot
Define a Name to column B ( see screen shot ). In the example, the Name is ColB.). In the example, the Name is ColB.
Step 2: Enter the
Step 2: Enter the Match formulaMatchformula
•
• Select a new sheet. In cell A1, enter oneSelect a new sheet. In cell A1, enter onetexttext from the expenses list.from the expenses list.
•
• Calculate the row number. In cell B1, enter the Calculate the row number. In cell B1, enter the formula =MATCH (A1, ColB,formula =MATCH (A1, ColB,
0). The result of the
0). The result of the calculation is 9.calculation is 9.
•
• In cell A2, enter theIn cell A2, enter the datedate 4/1/2001.4/1/2001.
•
• Calculate the column number. In cell B2, enter the formula =MATCH (A2,Calculate the column number. In cell B2, enter the formula =MATCH (A2,
Row1, 0). The result of the
Row1, 0). The result of the calculation is 7.calculation is 7.
Step 3: Enter the
Step 3: Enter the IndexIndex formulaformula
•
• In cell C1, enter In cell C1, enter the formula =INDEX(Dathe formula =INDEX(Data, B1, B2). The result is 345.ta, B1, B2). The result is 345.
Step 4: Combine (nesting) the
Step 4: Combine (nesting) the formulasformulas Now you will use the technique of
Now you will use the technique of copying and pasting a formcopying and pasting a formula from the formulaula from the formula
bar (without the = sign) into a different formula.
bar (without the = sign) into a different formula.
•
• From the formula bar of cell B1, copy the From the formula bar of cell B1, copy the Match formula without the =Match formula without the =
(equal) sign.
(equal) sign.
•
• Click the X to tClick the X to the left of the he left of the formula (to cancel).formula (to cancel).
•
• Select the C1 cell; in Select the C1 cell; in the formula bar, select the B1 address; and pressthe formula bar, select the B1 address; and press
Ctrl+V.
Ctrl+V.
•
• Use the same technique to copy the Match formula from the B2 cell to Use the same technique to copy the Match formula from the B2 cell to thethe
formula bar in cell C1 (instead of the B2
formula bar in cell C1 (instead of the B2 address).address).
The combined formula is :
The combined formula is :
=INDEX(DA
5 Excel Data
5 Excel Data
Tip 5.1 : Guidelines toTip 5.1 : Guidelines to consider before sorting data in Microsoft Excelconsider before sorting data in Microsoft Excel
•
• SelectingSelecting cellcell
Do not select a column or
Do not select a column or datadata range in arange in a datadata list on a sheet. Select only alist on a sheet. Select only a
single cell. Click the
single cell. Click the SortSort icon to automatically sort the entire list. Theicon to automatically sort the entire list. Thedatadata
will be sorted according to the field of the
will be sorted according to the field of the cell selected.cell selected.
•
• FormulasFormulas
Be careful when
Be careful when sorting datasorting data if there areif there areformulasformulas in the cells.in the cells. SortingSorting data
data when cells are linked to other rows or when cells are linked to other rows or cells in other sheets could distortcells in other sheets could distort
the calculations. Be meticulous when
the calculations. Be meticulous whensortingsorting a list witha list with formulasformulas that havethat have
Names (which are defined with absolute references by
Names (which are defined with absolute references by default) or withdefault) or with
formulas
formulas that have absolute references.that have absolute references.
•
• Insert a sequence column to restore original Insert a sequence column to restore original orderorder
Insert an additional column into the
Insert an additional column into the datadata list with list with ascending numbersascending numbers,,
1,2,3,…(do not use a
1,2,3,…(do not use a formula) beforeformula) beforesortingsorting the data. If a list the data. If a list includes aincludes a
column with consecutive dates, use this column as the first
column with consecutive dates, use this column as the firstsortingsortingcolumncolumn
Tip 5.2 : Change the auto save default file location in Microsoft Excel
Tip 5.2 : Change the auto save default file location in Microsoft Excel From the
From the ToolsTools menu, selectmenu, select Options, GeneralOptions, General tab.tab.
A new Excel file is
A new Excel file is automatically saved for the firstautomatically saved for the firsttimetime (if you have not specified a(if you have not specified a
location on the hard disk) in the
location on the hard disk) in the My DocumentsMy Documents folder on the C: drive.folder on the C: drive.
Change the default location as
Change the default location as desireddesired
Tip 5.3 : Using the COUNTIF function to filter a list into a unique record in
Tip 5.3 : Using the COUNTIF function to filter a list into a unique record in
Microsoft Excel
Microsoft Excel 1.
1. In Cell B1(see screen shot), enter theIn Cell B1(see screen shot), enter the texttext Unique Record.Unique Record.
2.
2. Select Cell Select Cell B2, and B2, and enter the enter the formula =IF(COUNTIFformula =IF(COUNTIF($A$2:A2,A2)>1,1($A$2:A2,A2)>1,1,0).,0).
3.
3. Copy the formula from Cell B2 to Cell Copy the formula from Cell B2 to Cell B40 (the customer list in Column AB40 (the customer list in Column A
extends through Cell A40).
extends through Cell A40).
4.
4. From theFrom the DataData menu, selectmenu, select FilterFilter..
5.
5. Open the filtering drop-down list in Cell B1 by clicking the arrow, and select 0.Open the filtering drop-down list in Cell B1 by clicking the arrow, and select 0.
6.
Explanation: Explanation:
The
The COUNTIFCOUNTIF function counts the number of cells within a range that meet thefunction counts the number of cells within a range that meet the
given criteria.
given criteria.
For example, the
For example, the COUNTIFCOUNTIF function returns the number of function returns the number of times a customertimes a customer
appears in a list. The IF function uses the
appears in a list. The IF function uses the results of theresults of theCOUNTIFCOUNTIF calculation. If thecalculation. If the
result of the calculation is greater than 1, the
result of the calculation is greater than 1, the result of calculating the formula is 1. If result of calculating the formula is 1. If
it is not, the
it is not, the result is 0. Because the range runs from an absolute cell ($A$2) to result is 0. Because the range runs from an absolute cell ($A$2) to aa
relative cell (A2), the cell range checked by the
relative cell (A2), the cell range checked by theCOUNTIFCOUNTIF functions changes whenfunctions changes when
the formula is copied.
the formula is copied.
With
Tip 5.4 : Consolidate with formulas if the row & column headers of all
Tip 5.4 : Consolidate with formulas if the row & column headers of all
worksheets are identical in Microsoft Excel
worksheets are identical in Microsoft Excel If you have several worksheets and every
If you have several worksheets and everyworksheetworksheet has an identical structure -has an identical structure
-that is, the headings in row 1
that is, the headings in row 1 and column A are identical from sheet to sheet, youand column A are identical from sheet to sheet, you
can create a total
can create a total worksheetworksheet using simpleusing simple formulasformulas..
Example: Example:
In the workbook 3
In the workbook 3 sheets - January, February and March contain tables with salarysheets - January, February and March contain tables with salary
data.
data.
On every sheet, the items in cells
On every sheet, the items in cells A2:A8 are identical.A2:A8 are identical.
On every sheet, the employees listed in B1:H1 are identical and never change.
On every sheet, the employees listed in B1:H1 are identical and never change.
Add a new worksheet, change the
Add a new worksheet, change the worksheetworksheet name to Total. Use a formula like thename to Total. Use a formula like the
one shown in cell B2 (
one shown in cell B2 ( see screen shot ) to add the other sheets.see screen shot ) to add the other sheets.
The formula in Cell B2 is
The formula in Cell B2 is =SUM (January:March!B2)=SUM (January:March!B2)..
The technique for entering a formula to sum a single cell on
The technique for entering a formula to sum a single cell on a number of sheets.a number of sheets.
1.
1. Select Cell B2 in the sheetSelect Cell B2 in the sheetnamename Total.Total.
2.
2. In the cell, typeIn the cell, type =SUM=SUM, and press, and press Ctrl+ACtrl+A (the shortcut for displaying the(the shortcut for displaying the
formula argument box).
formula argument box).
3.
3. In the first argument box, select theIn the first argument box, select the namename of the first sheet in of the first sheet in the rangethe range
January.
January.
4.
4. PressPress ShiftShift, and select the last sheet , and select the last sheet in the range March.in the range March.
5.
6 Just a pinch of VBA
6 Just a pinch of VBA
Tip 6.0 : UsingTip 6.0 : Using the Macro Recorder in Microsoft Excelthe Macro Recorder in Microsoft Excel Open Excel and the
Open Excel and the VBEVBE ((Visual Basic EditorVisual Basic Editor). Unless it has been changed, the). Unless it has been changed, the VBEVBE
window contains the
window contains theProject Explorer Project Explorer window and thewindow and thePropertiesPropertieswindow (these can be accessedwindow (these can be accessed
from the
from the ViewViewmenu).menu).
Project Explorer:
Project Explorer: Works like a file manager. Helps you navigate around the code in Works like a file manager. Helps you navigate around the code in your your
workbook.
workbook.
Properties Window:
Properties Window: Shows the properties of the currently acShows the properties of the currently active object (e.g.tive object (e.g. Sheet1Sheet1) of the) of the
current workbook (e.g.
current workbook (e.g.Book1Book1).).
Exercise 1: Recording a Macro. Exercise 1: Recording a Macro.
This exercise shows what happens when a macro is recorded and demonstrates the difference This exercise shows what happens when a macro is recorded and demonstrates the difference between recording absolute and relative references.
between recording absolute and relative references.
1.
1. On an emptyOn an empty worksheetworksheet in a new workbook, select cellin a new workbook, select cellC10C10
2.
2. Start theStart theMacro Recorder Macro Recorder with option to save macro inwith option to save macro inThis Workbook This Workbook . At this point the. At this point the
VBE
VBE creates a newcreates a newModulesModulesfolder. It's quite safe to go and look at folder. It's quite safe to go and look at it - your actions won't beit - your actions won't be
recorded. Click the
recorded. Click the [+][+]next to the folder and see that next to the folder and see that thetheVBEVBE has places a module in the folder has places a module in the folder
and named it
and named itModule1Module1. Double-click the module icon to open its code window. Switch back to. Double-click the module icon to open its code window. Switch back to
Excel.
Excel.
3.
3. Make sure that theMake sure that theRelative ReferenceRelative Referencebutton on thebutton on theStop Recording Stop Recording toolbar is NOTtoolbar is NOT
pressed in.
pressed in.
4.
4. Select cellSelect cellB5B5and stop the recorder.and stop the recorder.
5.
5. Switch to theSwitch to the VBEVBE and look at the code:and look at the code:
Range("B5").Select Range("B5").Select 6.
6. Now record another macro, exactly the same way, but thisNow record another macro, exactly the same way, but this timetime with thewith theRelativeRelative Reference
Referencebutton pressed in.button pressed in.
7.
7. Switch to theSwitch to the VBEVBE and look at the code:and look at the code:
ActiveCell.Of
ActiveCell.Offset(-5, fset(-5, -1).Range("A1").Sel-1).Range("A1").Selectect 8.
8. Now record another macro, but instead of Now record another macro, but instead of selectingselectingcell B5, select a block of cells 3x3cell B5, select a block of cells 3x3
starting at B5 (select cells B5:F7)
starting at B5 (select cells B5:F7)
9.
9. Switch to theSwitch to the VBEVBE and look at the code:and look at the code:
ActiveCell.Of
ActiveCell.Offset(-5, fset(-5, -1).Range("A1:B3").S-1).Range("A1:B3").Selectelect 10.
11.
11. Run Macro2 but force an error byRun Macro2 but force an error byselectingselecting a cell in row 5 or above. The macro a cell in row 5 or above. The macro tries totries to
select a non-existent cell because its code is telling it to select a ce
select a non-existent cell because its code is telling it to select a cell 5 rows above the startingll 5 rows above the starting
point, and that's off the top of the sheet.
point, and that's off the top of the sheet. PressPressDebugDebugto be taken to the pato be taken to the part of the macro thatrt of the macro that
caused the problem.
caused the problem.
NOTE: When the
NOTE: When the VBEVBEis in Debug mode the line of code is in Debug mode the line of code that caused the problem is highlightedthat caused the problem is highlighted
in yellow. You must "reset" the macro before you can proceed. Click the
in yellow. You must "reset" the macro before you can proceed. Click the ResetResetbutton on thebutton on the
VBE
VBE toolbar or go totoolbar or go to Run > ResetRun > Reset. The yellow highlighting disappears and . The yellow highlighting disappears and thetheVBEVBE comes outcomes out
of Debug mode.
of Debug mode.
12.
12. It is important to try and anticipate user error like this. The simplest way is to modify the codeIt is important to try and anticipate user error like this. The simplest way is to modify the code
to simply ignore
to simply ignore errorserrorsand move on to the nand move on to the next task. Do this by adding the line…ext task. Do this by adding the line…
On Error Resume Next
On Error Resume Next
… immediately above the first line of the macro (underneath the line
… immediately above the first line of the macro (underneath the line SubSubMacro1()Macro1() 13.
13. RunRunMacro2 Macro2 as before, starting too high on the sheet. Thisas before, starting too high on the sheet. This timetime the line you typed tellsthe line you typed tells
Excel to ignore the line of code that it can't execute.
Excel to ignore the line of code that it can't execute. There is no error message and the macroThere is no error message and the macro
exits having done all it can. Use this method of handling
exits having done all it can. Use this method of handling errorserrorswith caution. This is a verywith caution. This is a very
simple macro. A more complex macro would probably not perform as expected if
simple macro. A more complex macro would probably not perform as expected if errorserrors werewere
simply ignored. Also, the user has no idea that something has gone
simply ignored. Also, the user has no idea that something has gone wrong.wrong.
14.
14. Modify the code of Modify the code of Macro2 Macro2 to include a more sophisticated error handler thus:to include a more sophisticated error handler thus:
Sub
SubMacro2()Macro2()
On Error GoTo
On Error GoTo ErrorHandler ErrorHandler ActiveCell.Of
ActiveCell.Offset(-5, fset(-5, -1).Range("A1").Sel-1).Range("A1").Selectect Exit Sub
Exit Sub
ErrorHandler: ErrorHandler:
MsgBox
MsgBox"You must start below Row 5""You must start below Row 5" End Sub
End Sub
15.
15. ThisThis timetimethe user is presented with a dialog box when something goes wrong. If there the user is presented with a dialog box when something goes wrong. If there isis
no error the line
no error the line Exit SubExit Sub causes the macro to finish after it has done its causes the macro to finish after it has done its job - otherwise the user job - otherwise the user
would see the message even if there were no
would see the message even if there were no error.error.
Improving Recorded
Improving Recorded MacrosMacros
The good way to learn the basics of VBA is to
The good way to learn the basics of VBA is to record a macro and see how record a macro and see how Excel writes its ownExcel writes its own
code. Often, though, recorded
code. Often, though, recorded macrosmacroscontain much more code than is necessary. Thecontain much more code than is necessary. The
following exercises demonstrate how you can improve and streamline code that has been
following exercises demonstrate how you can improve and streamline code that has been
produced by a recorded macro.
produced by a recorded macro.
Exercise 2: Improving on Recorded
Exercise 2: Improving on Recorded MacrosMacros This exercise shows that when
This exercise shows that when macrosmacros are recorded, often more code is generated thanare recorded, often more code is generated than necessary. It demonstrates the use of the With statement to précis the code.
necessary. It demonstrates the use of the With statement to précis the code.
1.
1. Select any cell or block of cells.Select any cell or block of cells.
2.
2. Start the macro recorder and cStart the macro recorder and call the macro FormatCells. The Relative References settingall the macro FormatCells. The Relative References setting
will not be relevant.
3.
3. Go toGo toFormat > Cells > FontFormat > Cells > Font and chooseand chooseTimes New RomanTimes New RomanandandRed Red ..
Go to
Go toPatternsPatternsand chooseand chooseYellow Yellow ..
Go to
Go toAlignmentAlignmentand chooseand chooseHorizontal, Center Horizontal, Center
Go to
Go toNumber Number and chooseand chooseCurrency Currency ..
4.
4. ClickClickOKOKand stop the recorder.and stop the recorder.
5.
5. Click theClick theUndoUndobutton (or button (or Ctrl+Z Ctrl+Z ) to undo your changes to ) to undo your changes to the worksheet.the worksheet.
6.
6. Select a block of cells and run theSelect a block of cells and run the FormatCellsFormatCellsmacro. Note that it can not be undone! Typemacro. Note that it can not be undone! Type
in the cells to check the result of the formatting.
in the cells to check the result of the formatting.
7.
7. Look at the code:Look at the code:
Sub
SubFormatSelection()FormatSelection() Selection.NumberF
Selection.NumberFormat = ormat = "$#,##0.00""$#,##0.00" With
WithSelectionSelection .HorizontalAlignm
.HorizontalAlignment = ent = xlCenter xlCenter .VerticalAlignm
.VerticalAlignment = ent = xlBottomxlBottom .WrapText =
.WrapText = FalseFalse
.Orientation = 0 .Orientation = 0 .ShrinkToFit =
.ShrinkToFit = FalseFalse
.MergeCells =
.MergeCells = FalseFalse
End With
End With
With
WithSelection.FontSelection.Font
.Name = "Times New Roman" .Name = "Times New Roman" .FontStyle = "Regular"
.FontStyle = "Regular" .Size = 10
.Size = 10 .Strikethrough =
.Strikethrough = FalseFalse
.Superscript =
.Superscript = FalseFalse
.Subscript = .Subscript = FalseFalse
.OutlineFont =
.OutlineFont = FalseFalse
.Shadow = .Shadow = FalseFalse
.Underline =
.Underline = xlUnderlineStyxlUnderlineStyleNoneleNone .ColorIndex = 3
.ColorIndex = 3 End With
End With
With
WithSelection.Interior Selection.Interior .ColorIndex = 6 .ColorIndex = 6 .Pattern = xlSolid .Pattern = xlSolid