Wednesday, June 16th, 2010

Problems with Excel formulas?

If you are having difficulty understanding how a formula is calculating in Excel – perhaps because it appears to give you the wrong results – you can step through it to see how it is working.

To do this, select the cell containing the formula and choose Tools > Formula Auditing > Evaluate Formula – in Excel 2007 find the Evaluate Formula option on the Formulas tab.

Click Evaluate and each time you do this, a portion of the formula will be evaluated and you can see it at work.

Use the Step In and Step Out options to see the actual values in place of any appropriate cell references.

This step by step processing should show you what is happening in your formula allowing you to troubleshoot any difficulties with it.

Helen Bradley

Thursday, November 5th, 2009

Excel 2007- In Cell Dropdown List


When you need to enter data from a small subset of entries into a range in Excel 2007 you can do it more easily using a custom designed dropdown list.

To configure a dropdown list in a cell type the list of items to use in a single column in a spare sheet in the workbook.

Select these cells and choose the Formulas tab Define Name, type DataForList as the name in the dialog, set the scope to Workbook and click Ok.

Switch to the sheet where you want to add your dropdown list to some cells, select the cells that should display a list of data to choose from and choose Data tab > Data Validation > Settings tab.

From the Allow: dropdown list choose List and, in the Source area, type =DataForList and click Ok.

Now, whenever you click a cell in this range you’ll see a dropdown list appear from which you can choose a list entry for that cell.

If you’re using Excel 2003, here is a link to an earlier post explaining how to do this in Excel 2003:

Automatic cell entries in Excel 2003
http://www.projectwoman.com/labels/validation.html

Helen Bradley

Tuesday, July 14th, 2009

Excel: Print a worksheet your way


When you need to print one version of a worksheet for yourself and another for the boss and you like it small and he likes it to be – well just how he likes it, then you need Views. The Excel Views tool lets you configure a worksheet for different printing options and to save these so you can use them again later on.

You can set views up so you do one for your boss and one for you. Or, you can set one up to print only the summary part of a worksheet and another to print the lot. Even if the print areas and the print settings change, Views let you preconfigure them so you don’t have to set them up manually every time. Better still, Views are saved with the worksheet so they’re always available.

Step 1
To save a set of printing settings, first set up your worksheet with the print settings you want to use including setting a print area if needed.

Step 2
To save this set up, choose View > Custom Views > Add (in Excel 2007 choose the View tab > Custom Views > Add). Type a name for the view that explains what settings you have selected. Enable the Print Settings checkbox and click Ok. You can now create another view and save it. Do this for as many different settings as you need. Save your worksheet.

Step 3
In future, before you print, choose View > Custom Views > select the View you want to use and click Show. Now go and print the worksheet – your settings were saved so you don’t need to configure them.

Helen Bradley

Thursday, July 9th, 2009

Excel page headers and footers


When you’re printing a 50 page worksheet, you want to hold onto the printed pages very carefully. If you don’t the entire project is prone to disaster as it is all too easy for the pages to get out of order and it’s nearly impossible to sort out the mess. So, either staple them very quickly or use the header and footer tool in Excel to add page numbers to all your pages.

Of course, while page numbers are one of the most common things you might put in a header or footer it isn’t the only thing. You can add everything from the date to your company’s logo.

To add a header or footer that will print on every page of an Excel workbook, choose View > Header and Footer in Excel 2003 or, in Excel 2007 choose Insert tab > Header & Footer. In Excel 2003 you can select from a range of preset headers and footers which are configured using typical combinations of items usually used in headers or footers – for example, sheet and worksheet names, page numbers, filename and folders.

If you’d prefer to create your own headers and footers, click the Custom Header or Custom Footer button and create your own design – this is the way you create a header or footer in Excel 2007 too.

Click in the Left, Center or Right areas of the dialog to place information at any of these places on the page. In Excel 2003 the buttons you can select from to add preset information aren’t labelled but you can usually tell what they are. From left to right, they let you change the font used, insert the page number, number of pages, date, time, filename and folder, filename, sheet name, and an image. In Excel 2007 they are labelled.

When adding an image to a header or a footer, make sure it is small enough to fit in the header area – there’s no tool in this dialog to resize the image if it’s too big. When you’re done, check the header by selecting Print Preview.

Helen Bradley

Sunday, July 5th, 2009

Protect an Excel worksheet


When you create a worksheet for others to use the last thing you want is for them to clobber your formulas or mess up your design. To keep them from making changes to the worksheet, either maliciously or inadvertantly, protect the worksheet.

If you haven’t protected a workbook before you may find the process of doing so a little confusing. First you hage to unlock the cells that you want your user to have access to. These will be the cells that they can make changes to such as cells they need to add data to. You do this because all cells, by default, are locked against changes.

Select the cells the user should be able to change and choose Format > Cells > Protection and disable the locked checkbox.

Now choose Tools > Protection > Protect Sheet and, if desired, enter a password that will be required to unprotect the sheet so that it cannot be unprotected without permission. Click Ok and the cells that are locked — in other words everything that you didn’t unlock — will now be protected so that the user cannot change them.

The only cells your user will have access to are those that you unlocked for them to use. In this way, you can protect your formulas so that users cannot change them or overwrite them with fixed values which would render the worksheet potentially inaccurate.

Helen Bradley

Friday, May 22nd, 2009

Excel – print charts in black and white


Although your Excel chart might look great in color on the screen, if you’re printing to black and white or printing in color and planning to reproduce the charts in black and white you might be disappointed with the final result. Light green, light blue and light orange all look very different on the screen but are indistinguishable in black and white.

So, when your chart is destined for reproduction in black and white, set it up so it is guaranteed to be readible. To do this, select each series or data point by clicking on it, right click and choose Format Data Series (or Format Data Point)> Patterns tab > Fill Effects > Pattern and use a grey or a black and white pattern. Repeat for all the series and save before printing. The chart is guaranteed to look good when printed.

Helen Bradley

Monday, April 6th, 2009

Excel – calculating workdays with Networkdays


Excel has lots of very cool functions for doing all sorts of calculations. One of these is the NETWORKDAYS function.

You can use it to calculate the number of days between two dates taking into account holidays.

Start by placing the dates for the holidays in a range of cells across a row or down a column. Select this range and name it holidays using Insert > Name > Define.

The function calculates the number of workdays between two dates so place one, for now, in cell A1 and the other in A2. This function will calculate the days between the dates in cells A1 and A2 taking into account the holidays listed in the range called Holidays:

=NETWORKDAYS(A1,A2,Holidays)

If the NETWORKDAYS function returns an error make sure that you have the Analysis Toolpak installed as this function is stored in this toolpak. To install it in Excel 2003 choose Tools > Add-ins and enable its checkbox. In Excel 2007, click the Microsoft Office Button > Excel Options > Add-Ins and from the Manage list choose Excel Add-ins and click Go. In the Add-Ins Available list enable the Analysis ToolPak checkbox and click OK.

Helen Bradley

Saturday, March 14th, 2009

Solving printing problems in Excel


I’ve seen adults brought almost to tears over printing worksheets. Big worksheets consume lots of paper and when things go wrong they do so in a spectacularly wasteful way. Sometimes the best you can do is hit the printer Off switch to at least achieve a short term solution to the problem. A longer term solution is to understand how you can control what is printed and that’s what I’ll cover this month. I’ll look at the basics of printing a worksheet and then explore some more advanced options which offer better control over your printouts.

Troubleshooting problems
When you choose File > Print or click the Print button in Excel, the program determines what to print and does so. By default it prints everything on the currently active sheet. So, if you have a small set of data in the top corner of the worksheet and have accidentally typed something into a cell way below this (even if it is just a single space), you’ll get your data and everything else between this and the one cell with the mistaken entry printed. It could be pages and pages of blank paper – or lined paper if you have gridlines enabled and it’s perilously hard to track what went wrong.

You can see ahead of time that you’re about to have problems if you use the Print Preview tool. When the Next button is visible there are more pages to print than the one you can see. Of course, you should take care to never place a space in a cell. If you need to remove the cell’s contents, click in the cell and press Delete never use the spacebar.

If you can’t find the problem cell to delete it, you can try to fix the problem by deleting all the rows below your data and all the columns to the right of it and try again. In the long term this will avoid the problem happening when you print the workbook again next time. If this is a one off worksheet, you can select the area to print before printing it. Drag over the area to print and choose File > Print (don’t click the Print button on the toolbar as it prints the entire sheet regardless of what is selected). When the Print dialog appears, click Selection so only the selection will be printed.

Adding Page Breaks
To preview the page breaks on the worksheet to see where the data will be broken up into individual pages, choose View > Page Break View. Lines will appear on the screen indicating where the page breaks are. You can change these by adding your own manual page breaks but you have to do this inside the current page breaks – for example you can add a break inside a page but you can’t configure a page to be longer or wider using this method.

To add a manual page break, click to select the entire column or row where the break should appear and choose Insert > Page Break – the page break will be added to the immediate left of this column or immediately above the row. You can also click a cell and choose Insert > Page Break and a page break will be added above and to the left of that cell. When in Page Break View, not only are page breaks visible on the screen, you can also move them by dragging on them with your mouse.

Headings on all worksheet pages
Another issue when printing is that as soon as a sheet prints on more than one sheet of paper, the column headings or row headings appear on the first page but won’t appear on the other pages. This makes the data on the second and subsequent pages almost impossible to understand unless they’re taped together to form a single large sheet.

To avoid this, configure Excel to print column and row headings on every page of your printout. Choose File > Page Setup > Sheet tab and click in the ‘Rows to repeat at top’ box – type the row letters in the form $1:$1 (to print only the first row) or $1:$2 for the second etc.. If preferred, you can click the Collapse Dialog button to hide the dialog while you select the rows to use. Likewise you can set the columns that contain the row titles – generally these are in column A and you specify it in the ‘Columns to repeat at left’ box with an entry like $A:$A to use just the first column or $A:$B for the first two, etc..

More printing controls
When printing a worksheet that is wider than it is tall, you can print onto paper in landscape orientation to take advantage of the dimensions of the paper. To do this, choose File > Page Setup > Page tab and select Landscape. At the same time, make sure you’ve selected Letter or A4 paper depending on what you’re using as each has different dimensions.

Shrink to fit
When you have a worksheet that is just too large to print on a single piece of paper you can shrink it to fit on a single sheet by choosing File > Page Setup > Print tab and click the ‘Fit to 1 page(s) wide by 1 page tall’ option and it will be reduced to fit on a single sheet.

If your data is very long and you want to print it one page wide but on many pages long you can use the same option – in this case set it so it reads ‘Fit to 1 page(s) wide’ and delete the entry in the second box – Excel will constrain the width to a single page but print on as many sheets as are needed length-wise.

The same can be done for a worksheet that is wider than it is tall – remove the entry from the first box so it reads ‘Fit to page(s) wide by 1 page tall’. Of course, you can also set the value to 2 pages wide or tall or more as required.

When a worksheet will print over multiple sheets in both directions the order in which the sheets are printed may be important. You have two choices – you can have Excel print down the left side of the worksheet first and then across to the next series of pages to the right or you can have it print the width of the worksheet first then the pages below this. This order can be controlled using File > Page Setup > Sheet tab – and select either ‘Down, then over’ (the default) or ‘Over, then down’.

Helen Bradley

Monday, February 16th, 2009

Excel: Open multiple workbooks


If you’re like me, you will open Excel in the morning and then open a series of workbooks that you work on each day. You can save time in finding and loading these files by creating an Excel Workspace.

To do this, open all the workbooks you want to have opened each time you launch Excel and then save them as a Workspace file by choosing File > Save Workspace and type a name for the file. Click Save and you can then open all the workbooks at one time by opening the Workspace file. Of course, if you just want to open a single file you can open it as normal.

In Excel 2007 – find the Workspace feature by choosing View > Window > Save Workspace.

Another alternative for opening files automatically when Excel opens is to save the file to the XLStart folder – when you do this, the file is opened every time Excel launches.

Helen Bradley

Wednesday, July 30th, 2008

Excel Change the Default font

If the default font that Excel 2003 uses for all new worksheets doesn’t suit your needs – change it by selecting Tools > Options > General tab and set the Standard font and Size to your preferred choice and choose Ok.

In future, all new workbooks you create will be set by default to this font although those you have previously created will remain unchanged.

If you’re using Excel 2007 and you don’t fancy the new Calibri font, click the Office button, choose Excel Options and click the Popular group. From the Use this font dropdown list choose the font to use for your new worksheets and click Ok. You’ll need to close Excel and restart it for the new font change to be in force.

Helen Bradley

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