Sunday, September 15, 2013

How to Insert a Calendar in Excel 2007


1. Display the 'Developer' tab in Excel, if it is not already displayed. Click the 'Microsoft Office Button' and then click 'Excel Options.' In the category labeled 'Popular,' under 'Top options for working with Excel,' check the box labeled 'Show Developer Tab in the Ribbon' and click 'OK.'
2. Click 'Insert' in the 'Controls' group on the 'Developer' tab. Under 'ActiveX Controls' click the 'More Controls' button. This button will look like a hammer and a wrench. The 'More Controls' dialog box will appear.
3. Select 'Calendar Control 12.0' and click 'OK'. Right-click the area into which you wish to insert the calendar. The calendar will then be displayed on your workbook. The current month will be displayed.
4. Edit the calendar by right-clicking on it and selecting 'Calendar Object' and then 'Properties.' This will allow you to change the dates in the calendar. If you wish to edit the font, color or any other properties of the calendar, right-click the calendar and choose 'Properties.'
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How to Add Autofill to an Excel Spreadsheet


1. Open Excel 2010 and click the 'File' tab. Select the 'Open' option. Browse the files and locate the workbook. Click the workbook and the 'Open' button. The workbook opens.
2. Click the worksheet where the autofill will be added. Insert a column adjacent to the worksheet data. For example, if your data resides in cells A1 to D20, insert a column before column A. Do this by clicking the A column header. Right-click the column header A and select 'Insert.' A blank column appears to the left of the data.
3. Insert the number '1' in the first cell, A1, adjacent to the data. Insert the number '2' in cell A2. Highlight cells A1 and A2. Notice the black square in the right corner of highlighted cells. Move your cursor over this square and notice it becomes a black ' .' Click and drag the plus down in the spreadsheet. Autofill fills in the remaining numbers of the sequence. When you have reached the desired end result, stop dragging.
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How to Calculate the Number of Days between Two Dates in Microsoft Excel


1. Open the Excel workbook with dates you want to work with.
2. Enter the first or starting date in an empty cell. For example, if you want to enter the first day of the billing cycle, you can enter that in cell A1. Make sure you enter the month, day and year. If you do not enter a year, Excel will default to the current year.
3. Enter the second or ending date in another empty cell, for example, cell B1.
4. Highlight both cells and click the number format window in the 'Number' group on the ribbon. Select 'Short Date' or 'Long Date' from the menu, depending on how you want the dates displayed. The number format window typically displays the word 'General' initially, but it can display 'Custom' or any of the other formats. Excel generally recognizes dates when they are entered in date format; however, it is always useful to make sure your cells are formatted as dates.
5. Click an adjacent cell such as C1 to enter your formula. Type the following formula, substituting your own cell numbers for 'B1' and 'A1,' and press 'Enter':=B1-A1Excel will subtract one date from the other and display the number of days between the two dates.
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Saturday, September 14, 2013

How to Use Conditional Formatting in Excel


1. Open a new or existing spreadsheet in Excel 2007. Enter any necessary data.
2. Select the cells that require conditional formatting. Select all cells if you don't need any cells to be exempt from the conditions.
3. On the Home tab of the Ribbon, click 'Conditional Formatting.' Choose 'Highlight Cells Rules,' then select the condition that matches your needs: For text, choose 'Text that contains...,' or for numbers, one of the other options. Let's assume you want to highlight cells containing numbers greater than 10: Choose 'Greater than...'
4. In the resulting dialog box, type '10' into the empty field, then to the right, click the drop-down arrow and choose either an existing format or 'Custom Format' to choose your own cell background and border, font color and more.
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How to Jump to a Cell in Excel


1. Press the 'F5' key on your keyboard. The 'Go To' dialog box appears on your screen. Alternatively, press the 'Ctrl' and 'G' keys simultaneously to open the 'Go To' dialog box.
2. Enter the row of the cell you want to jump to in the 'Reference' box. If you want to jump to cell C15, for example, enter 'C.'
3. Enter the column of the cell you want to jump to in the 'Reference' box. If you want to jump to cell C15, you would enter '15.' Your reference should look something like 'C15.' Press the 'Enter' key on your keyboard to jump to the cell.
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How to Export Pivot Table Data to Excel


1. Load the Excel pivot table spreadsheet.
2. View the table and decide which components of the pivot data you wish to export to a new Excel spreadsheet. The pivot table divides the spreadsheet data into multiple categories, based on the table's formatting. However, the table does not show the original data, only the summation information. You may wish to export all the original spreadsheet data rows that correspond to a particular number that appears on the pivot table.
3. Double-click on the chosen numerical result in the pivot table. A new spreadsheet is immediately created and all the corresponding data from the original data source is exported from the pivot table field into the new spreadsheet.
4. Click on the pivot table spreadsheet tab to return to the pivot table.
5. Double-click on any other table row's numerical result to create an additional, separate data export into another new Excel spreadsheet. Repeat this process as needed until all the separate pivot data you require is exported. Excel conveniently places each export into a new separate spreadsheet to keep the data sets independent of each other for further analysis.
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Friday, September 13, 2013

How to Attach a PDF Document to an Excel Spreadsheet


1. Open or create an Excel spreadsheet that has the information you want to attach the PDF document to. Make any changes and save the spreadsheet.
2. Click the area of your Excel spreadsheet where you want the PDF document attached. Click the 'Insert' drop-down menu in Excel 2003 or earlier versions. In later versions of Excel, click 'Insert' tab.
3. Click 'Object.' Make sure you are on the 'Create New' tab.
4. Select 'Adobe Acrobat Document' from the Object Type list. If you want to attach the entire PDF document as a viewable object on your spreadsheet, click 'OK.' If you want to insert an icon that will be a clickable link to the attached PDF document, select the 'Display as Icon' check box and click 'OK.'
5. Navigate to and select the PDF document you want to attach to your Excel spreadsheet. Click 'Open.' The PDF document will open in a separate window. Close it and you will be returned to to the spreadsheet with the PDF document -- or a link to it, depending on which you chose -- attached.
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How to Remove an Excel 2003 Add


1. Open Excel on your computer. Go to the 'Tools' menu.
2. Select 'Add-Ins' from the 'Tools' menu. Check the box next to the program you want to remove in the 'Add-Ins Available' text box. Click 'OK.'
3. Restart Excel to finalize the removal.
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How to Use Excel's SUBSTITUTE Function


1. Choose the cell that you want to enter the formula into. Click it with your mouse. Click inside the function (fx) box, just below the Excel menu.
2. Type in the function in this format: '=SUBSTITUTE(text, 'old_text', 'new_text', instance_num).' 'Text' is the cell that contains the text you want to subsitute. 'Old_text' is the text to be replaced and 'new_text' is the text to replace it with. 'Instance_num' is the instance of the text you want to replace.
3. Create an example to learn how the substitute function works. Click on the top gray cell so that the whole spreadsheet is highlighted. Click 'format,' 'cells' from the menu. Select 'text.'
4. Enter 'November 2, 2008' in A1.
5. Click on cell B1. Go to the function box, and type '=SUBSTITUTE (A1, '2', '4', 1). Hit enter. The text in B1 will now read 'November 4, 2008.' Then edit the formula and take out the '1.' All instances of '2' will be changed to '4.'
6. Go to cell B2. In the function box, type '=SUBSTITUTE (A1, '8', '12'). Hit enter. The year now read '2012.' In this case you don't need the 'instance_num,' since there is only one '8' in the cell.
7. Get help and other examples of the substitute function by clicking 'help' on Excel's menu. In the 'keywords' box, type 'substitute worksheet function.'
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How to Wire a Macro to Pull From One Spreadsheet to Another


1. Open Excel 2007 and find a workbook. Click the 'Office' button and select the 'Open' icon. Browse your files for the workbook. Click the workbook and click 'Open.' The workbook opens.
2. Click the Developer tab and select 'Record Macro.' The Record Macro dialog box appears. Enter a name for your macro in the Macro Name field. Add a brief description in the Description field. Click 'OK.' The macro starts recording.
3. Link two spreadsheets together by clicking on one cell in your first worksheet. Type '=.' Click on the second worksheet and select a cell that you want to link. Click that cell. Press the 'Enter' key. These two spreadsheets are now linked and the first worksheet will be populated with data pulled from the second worksheet.
4. Click 'Stop Recording' on the Developer tab. You have completed the recording macro process.
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How to Add a Legend to an Excel Chart


1. Start Microsoft Excel 2007 and open a workbook you have already created from your files to which you want to add a legend.
2. Point and click on the chart so it is selected. You can tell the chart is selected because it will be surrounded by a light blue border.
3. Select the 'Layout' tab at the top of the Excel screen to display the 'Layout' ribbon. Locate the 'Labels' group in the 'Layout' ribbon.
4. Click the 'Legend' button in the 'Labels' group of the 'Layout' ribbon. The options for adding and displaying a legend to the chart will be displayed.
5. Choose 'Show Legend at Right,' 'Show Legend at Top,' 'Show Legend at Left' or 'Show Legend at Bottom' to place the legend in the specified location while shrinking the chart to make room for the legend. You can choose 'Overlay Legend at Right' or 'Overlay Legend at Left' to place the chart to the right or the left of the chart overlaying the chart so the chart does not shrink.
6. Watch as the legend is immediately placed inside the chart. You can move the chart manually at this time using the mouse to click and drag it to a new location.
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Thursday, September 12, 2013

How to Make a Calibration Curve Graph in Excel 2007


1. Highlight both columns of your data. Left-click on the top left of your data, then drag the mouse to the bottom-right of your data.
2. Click the 'Insert' ribbon.
3. Click the 'Scatter' button in the Charts section of the Insert ribbon. Click the bottom-right icon in the Scatter Plot drop-down list. The icon has squares with lines between them. The ribbon has now automatically switched to “Design,” and your plot has appeared on screen.
4. Click “Select Data,” in the Data section of the Design ribbon.
5. Click the list item titled “Series1,” then click 'Edit' right above that.
6. Type “Calibration Curve” in the “Series Name” text box. Press 'OK.'
7. Press 'OK' again, and you are back on your spreadsheet with the Calibration Curve plot.
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Wednesday, September 11, 2013

How to Transfer Data From UserForm to a Worksheet


How to Transfer Data From a UserForm to a Worksheet
1. Open Microsoft Excel and create a new blank workbook by clicking on the File menu and selecting 'New.' Save the Excel file as 'update_worksheet.xls.'
2. Keep the workbook open and open the Visual Basic Editor by hitting Alt-F11. Create a new UserForm by clicking on the Insert menu and selecting 'UserForm.' Name the UserForm 'transferForm' by changing the Name attribute in the Properties menu. Change the Caption attribute to 'transferForm.'
3. Add a textbox to the form by selecting a textbox from the toolbox and dragging it into place on the form. Name the textbox 'transferInput' in the properties window. If the toolbox is not open, select the View menu and Toolbox.
4. Add an update button to the form by selecting a CommandButton from the toolbox and dragging it into place on the form. Name the CommandButton 'transferButton' in the properties window and change the caption attribute to 'Update Worksheet.'
5. Add a close button to the form by selecting a second CommandButton from the toolbox and dragging it into place on the form. Name the CommandButton 'closeButton' in the properties window and change the caption attribute to 'Close Form.'
6. Open the Visual Basic code editor by double-clicking on the transferButton (update button). Add code to the transferButton _click() function that transfers any data entered into the textbox to the update_worksheet.xls worksheet when the user clicks the button. Close the Visual Basic code editor.Private Sub transferButton_Click()Dim transferWorksheet as WorksheetSet transferWorksheet = Worksheets('Sheet1')transferWorksheet.Cells(1,1).Value = Me.transferInput.ValueEnd Sub
7. Reopen the Visual Basic code editor by double-clicking on the closeButton (close button). Add code to the closeButton_Click() function that closes the form when the user clicks the button. Close the Visual Basic code editor.Private Sub closeButton_Click()Unload MeEnd Sub
8. Run the form's code by clicking on the Run menu and selecting 'Run Sub/UserForm.' Enter data into the input field and click the 'transferButton.' Ensure that the data is successfully transferred to the first cell value in the Excel worksheet, switching to Excel if necessary. Save and close the running UserForm.
9. Use an Excel event procedure to open the UserForm when a user opens the workbook in Excel. Open the Project Explorer and double-click the ThisWorkbook code window. Enter a macro that opens the form when the worksheet opens and save the macro. Save and close Visual Basic and update_worksheet.xls.Private Sub Workbook_Open()transferForm.ShowEnd Sub
10. Reopen 'update_worksheet.xls.' The UserForm transferForm will open. Type some text into the 'transferInput' field and click the 'transferButton.' The text entered into the transferForm UserForm will be transferred to the first cell in Sheet1 in update_worksheet.xls.
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How to Embed a SWF Into Excel 2007


1. Open the Microsoft Excel 2007 file on your computer that you want to insert a SWF file into.
2. Click the 'View' option from the top toolbar menu and then click on the 'Toolbars' option.
3. Click the 'Control Toolbox' option and then the Control Toolbox toolbar will appear at the top of the page.
4. Click the 'More Controls' option from the Control Toolbox toolbar and then click the 'Shockwave Flash Object' option. The SWF object will then appear in your spreadsheet.
5. Right-click the SWF object and then click the 'Properties' option. Enter the URL into the 'Movie URL' field.
6. Click the box next to the 'Embed Movie' field so it's selected, and then click the 'OK' button.
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How to Change the Case in an Excel Spreadsheet


1. Type the following formula into the cell directly to the right of the cell you want to change the case in:=LOWER(A1)
2. Change 'A1' to the cell number you want to change. For example, if your text is in cell B3, then change 'A1' to 'B3' so that the formula reads:=LOWER(B3).
3. Change 'LOWER' to 'UPPER' or 'PROPER,' if desired. (Leave the function intact if you want to change to lowercase).
4. Press 'Enter.' Excel converts the text to the new case.
5. Copy the new data and paste it over the original cell to replace it.
6. Delete the cell with the function in it.
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