UK Excel User Group Conference April 2009

Last week, the UK Excel User Group Conference was held at the Microsoft offices in London.

You can see a few conference photos by Bob Phillips, including shots of speakers Nick Hodge, Simon Murphy and Andy Pope, and a few pictures of the attendees.

UK Excel User Group Conference April 2009
UK Excel User Group Conference April 2009

Microsoft Event

The UK Excel User Group Conference was a free event, hosted by Microsoft, and it filled to capacity quickly, after registration opened.

There may be another conference in the fall, and I’ll post the details here if one is announced.

There’s also a list of upcoming Excel Events on my website.
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Pro Excel Financial Modeling: Building Models for Technology Startups

Today is the publication date for Pro Excel Financial Modeling: Building Models for Technology Startups, by Tom Y. Sawyer.

I was the technical editor for the book, and was impressed by Tom’s knowledge, and his ability to clearly explain the complex financial modeling topics that his book covers.

Author & Expert Tom Sawyer

Drawing from his extensive experience with technology startup companies, Tom explains the business thinking behind financial modeling.

Then, using a step–by–step approach, he shows how to develop financial models in Excel.

The book includes extensive case studies and you can download the Excel templates from the Apress website.

Adapt for Any Version

The templates and screen shots are from Excel 2007, but you could adapt the techniques for any version of Excel.

What you’ll learn:

  • Business thinking behind successful financial modeling aimed at investors.
  • How to communicate effectively with investors.
  • Advanced modeling with Excel, including Cost of Information Technology, Customer ROI, Cost of Sales and Marketing, Cost of Goods Sold, Team and Staffing, Profit and Loss.
  • Best practices for modeling using Microsoft Excel.
Pro Excel Financial Modeling
Pro Excel Financial Modeling

AutoFilter by Selection in Excel 2007

A couple of weeks ago I described how you could select a cell in a table, and automatically filter the list based on that cell’s value.

The same feature is available in Excel 2007, using a different technique.

Excel Worksheet List

Using the same example as in the previous post, the East region is selected in the table below.

With a couple of clicks, and no programming, you can add an AutoFilter and filter the table to show only the East region orders.

Excel Worksheet List
Excel Worksheet List

Apply the AutoFilter

In previous versions of Excel, you had to add a toolbar button to use the filter by selection feature.

In Excel 2007, the feature is available in a shortcut menu.

The table doesn’t need to have an AutoFilter currently applied.

  1. In a table in Excel, right-click a cell that contains the criterion you’d like to use. For example, to filter for the East region records, right-click an East cell in the Region column.
  2. On the shortcut menu, click Filter, then click Filter by Selected Cell’s Value

FilterSel02

An AutoFilter is added to the table, if there wasn’t already one in place. The table is filtered, and shows only the East region records.

Remove the Filter

To remove the filter, and show all the records again:

  1. In the Region column heading, click the AutoFilter drop down arrow
  2. Click Clear Filter From “Region”.
Clear an Excel AutoFilter
Clear an Excel AutoFilter

The filter is removed from the Region column, but the AutoFilter feature is still turned on.

For more information on Excel AutoFilters, visit the pages on Excel AutoFilter Basics and Excel AutoFilter Tips on my website.

Paste As Values on a Filtered Sheet

In related news, I recently discovered that the mouse shortcut to copy and paste as values doesn’t work anywhere on a filtered sheet, unless all the records are showing.

Here you can see that it’s not available on the shortcut menu.

PasteValuesMouse03

Use Ribbon Command

You can use other methods to copy and paste as values, such as the Ribbon command, but not the shortcut. I wonder why.

PasteValuesMouse04
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Show More Characters in an Excel Cell

I saw this question in Twitter this week:

Anyone know a way to get an Excel cell to take over 255 characters w/o converting to pound signs ###? Wreaking havoc on something I’m trying

Cell Full of Pound Signs

First, what do you call those symbols – ###?

  • Pound signs? Hashtags? Number signs? Octothorpes?

Anyway, whatever you call them, in the screenshot below, you can see an example of this 255 characters problem, in cell B2.

cells B2 and B3 contain the same long string of character
cells B2 and B3 contain the same long string of character

Identical Cell Content

Here’s what’s on the worksheet, shown above:

  • Cells B2 and B3 both contain an identical long string of characters.
  • In column A, a LEN formula calculates the count of characters in B2 and B3
  • The formula results in cells A2 and A3 are exactly the same:
    • There are 2695 characters in each cell

Why do the cell strings behave differently though?

  • In cell B3 the long text overflows into the next column
  • In cell B2 only the pound signs are visible.

Long Numbers

Aside from long text strings, there is another reason that causes pound signs to appear in a cell.

Those pound signs appear if a number is too long to display in a cell, and widening the column would fix that problem.

Fix the Long Text Problem

However, in this case the cells contain text, not numbers. Widening the column won’t help.

In example shown above, cell B2 is formatted as Text, and that’s what is causing the long text string problem.

There is a limit to what can show in a cell formatted as Text.

Change Cell Number Format

To fix this problem, you can change the cell’s format to General.

To change the format, follow these steps:

  1. Select cell B2, and on the Ribbon, click the Home tab
  2. In the Number group, click the drop-down arrow for Number format
  3. Click on General.
    • Note: If you look down the list of formats you’ll see that Accounting format and Text format show pound signs, instead of the sample text.

After you change the format, the long text string will overflow into the adjoining cell on the right.

Change to General Formal for long text strings
Change to General Formal for long text strings

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Use Excel to Plan Your Garden

It’s almost April, and the snow tires are coming off my car today, so spring must be just around the corner. That means it’s time to start planning the garden.

Garden Planning Workbooks

We don’t actually plant anything in southern Ontario until the May 24th weekend, but a bit of planning will make it easier to survive the stampede at the garden centre on planting weekend.

I’ve found a few websites that have Excel garden planning workbooks, that you can download and adjust for your climate zone.

Select Garden Crops

At the Compostings blog, there’s a workbook that lists crops, and when you should plant them indoors, then move them outdoors. Uh-oh, I should have started the basil a couple of days ago.

Excel garden planning workbook - crops
Excel garden planning workbook – crops

Garden Sketch in Excel

At the Everchanging Garden blog, there are instructions for sketching a garden plan in Excel, using the drawing tools.

Excel garden sketch workbook
Excel garden sketch workbook

Garden Budget in Excel

At High Prairie Landscape Design, you can download an Excel Garden Budget, garden charts and a seed start chart.

Excel garden budget workbook
Excel garden budget workbook

Get Growing!

There are lots more examples out there, or maybe you’ve already created your own garden workbooks in Excel.

Now let’s hope for some good growing weather this summer.
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YouTube University

Well, you might not get a degree when you complete your courses, but there’s lots of educational material available through YouTube.

It’s organized in a special section of the website: www.youtube.com/edu
which features videos from YouTube’s college and university partners.

YouTubeEdu01

You can search for a specific topic, or view a list of participating universities, and browse through their course offerings.

University of California, Berkeley, is by far the most popular, but many other colleges offer videos, including a few from Canada, and other countries.

Topics range from chocolate at Harvard University, to a Dental Anatomy Introduction from University of Michigan School of Dentistry.
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Split First and Last Names in Excel

If you have a list of names in Excel, with first and last names separated by a comma, you can use an Excel feature to split first and last names into separate columns.

See more ways to split names, and get an Excel sample workbook, on the Names, Split/Reverse First and Last page on my Contextures site.

Continue reading “Split First and Last Names in Excel”

Show Excel Formulas Instead of Results

When you’re troubleshooting an Excel worksheet, it may help to see the formulas temporarily, instead of the results. With the formulas visible, you can quickly check that the cell references are correct and the formulas are consistent.

ShowFormulas02

Tip: The keyboard shortcut to show or hide the formulas is Ctrl + ‘ (accent grave, may be above the Tab key on the keyboard).

To view the formulas in Excel 2003:

  1. On the Tools menu, click Options
  2. On the View tab, under Windows Options, add a check mark to Formulas.

To view the formulas in Excel 2007:

  1. On the Ribbon, click the Formulas tab.
  2. In the Formula Auditing Group, click Show Formulas.

ShowFormulas2007

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Change Google RSS Folders

In the Google Reader, you can see a list of your RSS feeds, and group them into folders.

  • [Update] Sadly, Google Reader is no longer available.

Usually I assign a feed to a folder as soon as I subscribe to it. If I forget, then I can assign it later.

One way is to click the Manage Subscriptions link, at the bottom of the feeds list.

Then, click the feed’s Change folders button, and select a folder. This method works well if you have a few feeds to change.

RSSFolder

You can also click on a feed name in the feed list, then, click the Feed Settings button.

RSSSettings

A quick way to assign a folder is to drag the blog name in the feed list. In the screen shot below, I’m moving 10x Software Development from Software to Technology.

drag the blog name in the feed list
drag the blog name in the feed list

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