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Sorting and Filtering in Excel 2007A big improvement in Excel 2007 is the ability to sort on up to 64 levels instead of the 3 we had available in prior versions. You can also filter data by color or by dates and Excel will display more than 1000 items in the AutoFilter drop-down list. A quick way to sort or filter data in Excel 2007 is to use the shortcut menu:
Add Color to Worksheet Tabs in Excel 2007It can be useful to color code the tabs of Excel worksheets:
This tip also works in
previous versions of Excel. Creating a Template in Excel 2007Templates are boilerplate worksheets that can save time and promote standardization. To create an Excel 2007 template:
To use your template to create a new worksheet, click the office button and select New. Your template will be listed in the My templates… folder. On the Web you can find thousands of Excel templates for just about
anything you can think of. A good place to start is
office.microsoft.com. Protect Cells in Excel 2007You can prevent users from overwriting formulas or inadvertently changing labels or formats by protecting cells in a worksheet. When you protect a worksheet all cells are protected, or locked, and cannot be changed. To allow users to change certain cells in the worksheet you first identify which cells should NOT be locked. Then you protect, or lock, the worksheet. In Excel 2007, follow these steps: Unlock cells that can be changed
Protect the worksheet
Now users can only change the cells that are unlocked. If users try to
change any other cells they receive a message saying they must unprotect the
cells to modify them. Total Data in an Excel 2007 TableNew in Excel 2007, you can now total the data in a Microsoft Office Excel table by displaying a totals row at the end of the table. Here's how:
Hiding Columns or Rows in Excel 2007Here's how to hide columns or rows in your Excel 2007 worksheet:
To unhide columns or rows:
Working with Large Excel 2007 WorksheetsWorksheets that are too large to be displayed on a single screen can cause problems when entering data as well as printing. There are 2 different features that will help you deal successfully with these issues. To enter data into a worksheet that is wider or longer than the available screen area:
To print a worksheet that is wider or longer than the available page size without losing the rows and/or columns required to give meaning to your data:
Calculated Columns in Excel 2007 Tables
Freeze a Formula into its Current ValueTo freeze a formula into its current value:
Now you can copy or move the value anywhere you need
it. This trick works in all versions of Excel, even 2007! Adding Data Forms to the Excel 2007 Quick Access ToolbarThose of you that enjoyed using the feature called Data Form in earlier versions of Excel may be unhappy when you can’t find it anywhere in the new 2007 Ribbon interface. But you CAN add it to the Quick Access Menu at the top of the Excel 2007 screen, and here’s how:
Keyboard Shortcuts in Excel 2007If you are a fan of keyboard shortcuts you will be happy to know that most of the shortcuts we've used for years work exactly the same in Excel 2007. Here's a list of some of my favorites:
For a complete listing of
all Excel 2007 keyboard shortcuts, go to
Excel shortcut and function keys published on
www.office.microsoft.com where you can find lots of other great
resources for learning Microsoft Office. Remove Duplicate Records in Excel 2007 Database
Text to Columns in Excel 2007This feature can be useful for creating a database using existing information which is improperly formatted. For example, if both first and last names have already been entered into a cell, use text to columns to split names into 2 columns.
Click here if you're using an
earlier version of Excel Changing the Color of Gridlines in ExcelDid you know you can change the color of the gridlines in an Excel worksheet? Here’s how:
Since the gridlines do NOT print this is only for your viewing pleasure. Selecting a Range in ExcelIn Excel, a range is a group of connected cells. When working in Excel you often need to select a range. A simple trick for quickly selecting a range is to:
The range is
selected! Generating Random Numbers in ExcelSome types of analysis require you to use randomly generated numbers. You can also use randomly generated numbers to quickly populate an Excel spreadsheet. There's an easy function you can use to do this automatically:
Display Fractions in Excel WorksheetHave you ever wanted to display a fraction in an Excel worksheet? Try this:
Combining Text from Two Cells in ExcelIn Microsoft Excel you can combine the text in two or more cells into a single text string by using “concatenation”. The result is displayed in the cell where you type the formula. For example, If you have a worksheet that contains the First name in cell A1 and the Last name in cell B1, enter the following expression in cell C1 to create a text string that displays the values of the First and Last names separated by a space: =A1&" "&B1
Be sure to put a space between the double quotes in the expression. Copy this formula down to each row containing the names. Then copy the cells containing this formula back to their original position using Paste Special to convert the formula into a value:
This tip works in Excel 2007 as well as earlier versions. Calculate Remaining Days in the YearHave you ever wanted to calculate the number of days remaining in the year? If the date is in cell A1, use the following formula: =DATE(YEAR(A1),12,31)-A1 Protect Cells in ExcelYou can prevent users from overwriting formulas or inadvertently changing labels or formats by protecting cells. Follow these steps:
Now users will be able to alter only the cells
that are unlocked. If users attempt to alter any other cells they will
receive a message saying they must unprotect the cells to modify them. In
Step 7, you may wish to add a password to prevent unauthorized users from
changing a cell's protection level. Calculated Fields in Excel Data FormsIn a previous Tip we learned an easy way to enter information into an Excel worksheet using "form view". But what about calculated fields? For example, let’s say your worksheet includes three columns; Quantity, Price, and Total which is a calculated field.
If you would like to have the calculated field entered as you type, try this technique:
As you add
records, Excel will copy the formula in each record. (You will not see the
value in "form view" unless you navigate between records using the form’s
Find Prev or Find Next Buttons.) Text to Columns in ExcelThe Text to Columns feature in Excel is used to split text entered in a single cell into columns. For example, if both first and last names have already been entered into a cell, use text to columns to split the names into 2 columns.
Gantt Chart for Scheduling in ExcelA Gantt chart is a common tool for project planning and keeping track of the status of individual tasks within a project. Go to www.vertex42.com to download a free Gantt chart spreadsheet for creating simple project schedules and timelines. Add Color to Worksheet Tabs in ExcelIt can be useful to color code the tabs of Excel worksheets:
Add Text to Displayed Numerical Values in ExcelYou can add text to the value of a cell by following these steps:
The format you create will put the word tons after any number you
enter into the cell, but Excel will still treat the value as a number, not
text Counting Data in ExcelIn the article "Count and Sum Your Data in Excel 2002" by John Walkenbach Microsoft MVP, you can learn various ways to count and sum records based on criteria. For example: to count records for Smith, if A1:A125 is the column containing the names, use this formula:
To read the entire article, go to:
www.microsoft.com Shade Alternate Rows in ExcelShading alternate rows can improve legibility in Excel worksheets containing long lists. Conditional Formatting can be used to apply cell shading to every other row in a worksheet range.
Disable Drag and Drop in ExcelIf you place your mouse pointer on the side of a cell in an Excel worksheet, it changes from an arrow or plus sign into a four-sided arrow. If you click and hold the left mouse button down you can drag and move the cell information. It's easy to move data you don’t want to move. To turn this feature off:
Display Formulas in Excel WorksheetWhen creating Microsoft Excel worksheets formula results are shown in the worksheet NOT the formula. There may be times when it would be helpful if you could SEE the formula in the worksheet. To display formulas:
To resume seeing the results
of the formula, just repeat the above steps. Or you can use the shortcut
keys for toggling formula auditing mode on and off: Ctrl+`. Calculate a Person's Age in ExcelThe DATEDIF() function in Excel calculates the number of days, months, or years between two dates. This function makes it easy to calculate a person's age. To try this:
The age (in years) will be displayed in cell A2. Close all Open Files in Excel or Word
Simplify Data Entry with “Form View"Ever tried entering data into a wide Excel worksheet? When columns expand past your viewing area it can become difficult. To enter data or search for data without having to do a lot of scrolling, use "form view".
Note: If there are formulas in your worksheet, the "form view" displays only the results of the formula, thus preventing it from being accidentally overwritten. To search for specific data or a record, do the following:
Note: If you enter multiple criteria, Excel will find the record that
meets all of the criteria. The "form view" does not support OR searches. You
can also use the scrollbar to scroll through the records. Using IF Functions in ExcelThe Excel IF function is a great tool that can be used when the information you want in a cell is conditional. It’s particularly handy if you need to specify two or more different responses for a cell based on specified conditions. The format for this function is:=IF("if the condition stated here is true", "then enter this value", "else enter this value") For example, to see at who passed or failed an exam an IF function could be used. Let’s assume the pass mark is 75 and the marks are in column B, starting from row 5. the formula would look like this: =IF(B5>75, "Pass", "Fail") Drop-Down Lists Increase Data AccuracyGiving users the option to select data from lists rather than type it manually can help eliminate many data entry errors. But you don't need to create the actual lists to ensure accuracy. After users enter an item once, Excel automatically includes it in a drop-down list of entries that users previously typed in the column. For example, to access the list of vendors previously typed in the Vendors column of an Orders spreadsheet, follow these steps:
Of course, if the automatic completion feature is turned on, data will be entered automatically when you begin typing a column entry for the second time! To accept the proposed entry, press TAB or ENTER. The completed entry exactly matches the pattern of uppercase and lowercase letters of the existing entries.To turn automatic completion of cell entries on or off:
Using Text to Speech in ExcelProofreading a spreadsheet can be time-consuming. The Text to Speech feature in Excel 2002 can really help speed up this process by reading selected data back to you for verification. Each cell is highlighted as the value is spoken, and when you hear an error, you can stop to correct the error in that cell. To play back a group of cells:
To play back after every cell entry:
Note: To use Text to Speech, your computer must
have a sound card installed and speakers attached. The available voices
depend on your default language installation and any language packs you may
have installed. Text to Speech is not part of the standard installation of
Excel, so have your installation CDs ready.
Define Constant Values in ExcelUse the Name tool to define a constant value, such as a
tax rate, that you frequently use in Excel formulas. Go to Insert | Name |
Define and type a name—TaxRate, for example. In the Refers to area, type the
constant value and click on OK. For a 9 percent tax rate, you would enter
0.09. For example, enter the formula =5000*TaxRate and Excel will use the
constant value defined for TaxRate and return 450. Microsoft Excel Online TutorialIf you’re trying to learn to use Microsoft Excel, try this online tutorial developed by Florida Gulf Coast University:
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Click the cell where you want the label or heading to appear. |
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Type the first line of information. |
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Press ALT + ENTER. |
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Type the second line. Then repeat step 3 if you have additional lines to enter. |
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Press ENTER when you've finished typing. |
Note: This trick also works in Microsoft Word
To break a long text entry into separate lines, position the insertion point in the cell entry or on the Formula bar where you want the new line to start and press Alt+Enter. Excel expands the row containing the cell when it starts a new line. Excel automatically wraps the text in the cell when you press Enter to complete the entry, according to the cell's column width and the position of the line break.
Here is another method for dealing with long text entries:
From the Drawing toolbar, select Text Box. Add a text box to the worksheet.
Select the Text Box, and press F2.
In the Formula bar, create a link to a cell by typing = and then selecting the cell.
The contents of the cell are displayed in the Text Box. For Example:

Here are a few keyboard shortcuts you can use to insert the current time and date in a Microsoft Access table or Microsoft Excel spreadsheet.
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Current date: Press CTRL+SEMICOLON |
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Current time: Press CTRL+SHIFT+ SEMICOLON |
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Current date and time: Press CTRL+ SEMICOLON then SPACE then CTRL+SHIFT+ SEMICOLON |
In Access, this keyboard shortcut only works if you are entering data in the Datasheet or Form view.
Editor's Note: When you insert the date and time using this tip, the information remains static. To update this information automatically, you must use the TODAY and NOW functions. To learn how to do this, search for Insert the current date and time in a cell in Excel Help and then click Insert a date or time whose value is updated.
This tip comes to us from
www.microsoft.com, courtesy of Kimberly Schenk, Smyrna, Tennesse.
Worksheets that are too large to be displayed on a single screen can cause problems when entering data as well as printing. There are 2 different features that will help you deal successfully with these issues.
To enter data into a worksheet that is wider or longer than the available screen area:
To print a worksheet that is wider or longer than the available page size without losing the rows and/or columns required to give meaning to your data:
Ever create an Excel table and then wish the columns were rows and the rows were columns? Here's a solution:
Last time, we told you how to display Chart Tips, which tell you the data series and value represented by a chart element. But some of you, no doubt, couldn't get the tips to display. Why? Our best guess is that somehow you--or some deviant with whom you work--has set Excel to NOT display Chart Tips. Correct the problem immediately, as follows:
Next time you'd like to add a name to a formula you're writing:
What you may not know is that you can get the same job done without so much as a glance at the mouse:
You've formatted your cells in brilliant color. But your printer is black and white. So on paper, your brilliant colors are translated into bland shades of gray--gray that sometimes is dark enough to make your cell contents hard to read.
Guess the only thing to do is reformat all those colored cells to light gray or no color at all, right? WRONG.
Anticipating a legion of black-and-white printer users who couldn't resist formatting in color, the makers of Excel have included a neat feature that converts your colors to sensible, legible grays:
One warning: Like many of Excel's other color printing features, this one
does NOT seem to work on an HP LaserJet 4 printer. Wish we knew a reason why.
You've got a huge table, and you want to turn all the row and column labels into names. Big job, right? Wrong again, financial-statement breath. If your cursor is ANYWHERE WITHIN THE TABLE, you can get the whole job done with three keystrokes:
Your names have been created.
If you've got names in your worksheet and you want to write formulas that refer to these names, Excel makes the job about as easy as you can imagine (without actually sending someone from Redmond, Washington, to enter the formula for you):
Not only have you spared yourself the digital (in both senses of the word)
pain of typing the names, but you've also eliminated the possibility of
misspelling the name.
If you want help entering a formula --one that includes a function, that is--try this:
Excel displays the function's arguments RIGHT THERE IN THE CELL (and in the
Formula bar); all you have to do is replace the function arguments with cell
addresses.
AutoFill the last day of each month--even though they're not the same number of days apart.
Excel understands that you want the last days of each month (including leap
days, of course!).
Today, we give you the handy Go To method. Suppose you want to select the range A1:Z52:
The troublesome large range is selected without scrolling.
"If I have a column of text in which each cell contains eight characters, how might I create a second column in which each cell contains only the first five of these characters? Is this possible?"
Yes. Suppose the column containing the eight-character cells is column A (starting in cell A1), and you want the corresponding first-five-character entries in column B (starting in cell B1). Try this:
You may be familiar with using Excel's Name feature. This feature lets you name a cell (or range of cells) so that you can refer to the cell (or range) by name rather than the more complex cell address in formulas.
But the Name feature has another use: You can use it to assign a name to a number that's NOT EVEN ENTERED IN YOUR WORKSHEET. Suppose, for example, that a particular worksheet requires you to regularly multiply numbers by the number .267. You can assign a name to the number .267--and use the name in your formulas--as follows:
Now you can use this multiplier in a formula. For example, suppose you want to multiply a value in the cell A1 by this named constant:
Excel multiplies the contents of A1 by .267.
You build a sales forecast in Excel, and the totals look SO good you decide to chart them. Only problem is that once you chart them, you wish they looked a little better.
Our advice: Change the chart! Or, more precisely, use the chart to initiate a goal-seek operation, as follows:
Excel "raises the bar" on your chart and adjusts the selected cell
accordingly.
One way to relieve worksheet crowding is to rotate your column labels so they read up, down, or vertically. Of course, because those rotation commands are buried deep in your Format Cells dialog box, they aren't particularly accessible.
Add them to the Format toolbar, as follows:
Now, whenever you want to angle or rotate text, just select the cell(s) and
click the appropriate button
To look at Excel's Formatting toolbar, you'd think there is absolutely no way to justify (align) text in an Excel cell. But you most certainly can, like so:
Because Excel has NO shortcut key for justifying text (such as Word's Ctrl + J shortcut key), you may want to move the Justify button to the Formatting toolbar as follows:
Last time, we told you that Excel's default row height was 12.75 and that its default column width was 8.43. What we didn't define--and what the Row Height and Column Width dialog boxes do not make clear--is what the units of measurement are.
Assuming that you're losing sleep over this, we'll tell you: Excel's default
row height is 12.75 points (a point is 1/72 of an inch). Excel's default column
width is 8.43 characters.
In the past, we've told you how to use Excel's Fit To printing option to fit slightly more than a page on a page. But you can also use the option to fit a larger range onto a specified number of pages.
For example, to print a 10 column by 250 row worksheet on two pieces of paper, you'd do the following:
By now you all know about Excel's SmartFill feature, which lets you quickly fill a range with successive numbers, dates, and so on, simply by dragging two existing dates. But what you may not know is just how smart the feature is. For example, if you want to fill Row 1 with the last day of each month, just do as follows:
Excel fills each cell you drag over with the last day of each successive month.
You can even use the same technique to fill every other day, every third day,
every 10 minutes, every three months, and so on. Go ahead, enjoy this new and
exciting knowledge!
Excel tracks worksheet revisions so you can have some idea of what has been done to each sheet. To see these tracks, do the following:
You can choose to have the changes highlighted on screen or listed on a new
sheet.
You can hide some of the data on your worksheet. This isn't password security, but it does keep others from instantly seeing what you're working on.
"Validation" lets you restrict what goes into a cell. Although you don't need this feature so much for your own work, it is a fine tool when you set up a worksheet that someone else will use. You create a validation test that makes sure only the right type of data--and only within the appropriate range--goes into a cell. For example, to create a cell that asks for a date, which must be within the next year, you'd do the following:
If someone tries to enter anything other than a date or a date outside
the approved range into this particular cell, that person sees a warning that
says, "The value you entered is not valid," and gets a chance to enter something
else.
Let's hope you never have to wrestle with complicated Excel documents. You know, the ones with lots and lots of worksheets. But if you do, it's nice to know that you can see what's in that document at a glance. To see a list of all that's in the document, do the following:
"The only thing necessary for the triumph of evil is for good people to do nothing." Edmund Burke View Past Quotes frank@createthefuture.com ▪ susan@createthefuture.com © 2008 Creative Information Systems Revised: November 17, 2008 |