How to Collect Excel Tips in Pinterest

Unless you’ve been living in a cubicle, buried under a pile of budgeting worksheets, for the past year, you’ve heard about the Pinterest website.

Some people think that it’s a site for the ladies only, where you can plan a wedding, drool over food photos and learn crafty things.

Well, those people are wrong! Weddings, food and crafts make up less than 97% of the Pinterest content. 😉

Ignore the Fluff

The good news is that you can ignore all the cute, fluffy stuff, and use Pinterest to visually organize your own interests – like Excel tips.

Then, when you want to find a tip later, you can scan your Pinterest board, to find the tip’s screen shot. Click on it, to go to the original Excel tip article.

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New Way to Bookmark

In the old days, you could bookmark a website in your browser, then try to find it again, by looking through a long list of web browser bookmarks. And that only worked if you remembered the name of the site that you were looking for.

I find it much easier to spot an image in Pinterest, than the name of an obscure blog post in my Firefox bookmarks.

How to Get Started in Pinterest

You’ll have to request an invitation to join Pinterest, but it shouldn’t take long to get the confirmation email. And they obviously aren’t too picky about who joins, because they let me in!

Once you have your invitation, register at the site, and check out their Getting Started page, for the basic instructions.

Set Up Your Excel Tip Boards

When you join Pinterest, there are some default categories that you can use to group your pinned items. It’s strange, but there aren’t any default Excel categories, so you’ll have to create your own.

You can group everything in one category, such as “Excel Tips” or break them into narrower groups, like “Excel Charts” and “Awesome Pivot Tables”.

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Pin Items to Your Excel Boards

Once you have your Pinterest boards set up, you can start adding items to them. I use the Pinterest bookmarklet, which makes pinning easy.

To get it, go to the Pinterest Goodies page, and scroll to the top. Drag the Pin It button to the bookmark toolbar in your web browser. I use Firefox, so the steps might be different in another browser.

iPhone App

You can also get a Pinterest app for your iPhone, and pin items that catch your eye while you’re out and about.

Then, when you find an Excel tip that you want to pin, click the Pin It bookmarklet.

  • If you aren’t logged in, you’ll see the Pinterest login screen first.
  • Then it will show all the images from the current page, and you can click on the image that you want to pin.

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  • Select a category, enter a description, and click the Pin button.
  • You’ll see the pinned item in the board that you selected, the next time you check.

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Follow Other Excel Tip Boards

Part of the fun of Pinterest is seeing what other people have pinned. You can follow a person, and see all their pins, or follow specific boards that you’re interested in.

For example, if I search for Microsoft, in the People category, the Microsoft Cloud Services board comes up. I’m not interested in all their postings, but I’ll click “Follow” for the Office 365 board.

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Contextures on Pinterest

I’ve set up a Contextures page on Pinterest, where I’ve got boards with different types of Excel tips.

You can follow my Contextures account, or just pick a few of the boards to follow, such as Excel Charts or Pivot Table Tips.

And if you start an Excel board, please let me know.

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Excel 2010 Conditional Formatting Nightmare

[Updated June 2018] I’m a big fan of Excel’s conditional formatting, and often use it to highlight cells on a worksheet. But this week I ran into a conditional formatting nightmare, and had to start from scratch. Fortunately, the fix didn’t take too long, but with complex formatting, things could have been much worse.

Continue reading “Excel 2010 Conditional Formatting Nightmare”

Automatically Format an Excel File

Do you open the same type of Excel file every day, and make a few standard formatting changes, before you start to use it?

One of my clients was getting tired of manually formatting a daily list of customer information, and asked for some help.

Record a Macro

I suggested that she record a macro while formatting the file, and run the macro each day, when the new file arrives.

Other people in her company were in the same situation, so I set up a workbook with some fake data, and made a video, to show them the steps.

Excel Tips Too

I included a few Excel tips too, like using the F4 key to repeat the last action, and adding a button to the Quick Access Toolbar.

Add macro button to Quick Access Toolbar
Add macro button to Quick Access Toolbar

Watch the Record and Run a Macro video

If it’s something that you’d like to learn, or share with a co-worker (so they’ll stop asking you for help!), you can watch this short Excel video tutorial.

You could save time by automating some your daily tasks in Excel!

And by recording and editing a few macros, you’ll learn a bit about Excel VBA programming too!

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AutoFit Merged Cell Row Height

You’ve most likely heard this warning — “Avoid merged cells in your Excel worksheets!”, and that is excellent advice. Merged cells can cause problems, especially when they’re in a table that you’ll be sorting and filtering. You’ll run into more problems if you try to autofit merged cell row height.

Continue reading “AutoFit Merged Cell Row Height”

Compare Top and Bottom Sales in Pivot Table

An Excel pivot table is a great way to summarize a large amount of data, and with its Top 10 filter, you can compare the top values to the bottom values.

But don’t limit yourself to the Top 10 versus the Bottom 10 – dig deeper by using the other options in the filter.

Summarize the Data

With a few mouse clicks, you can summarize thousands of rows of data into a concise and informative pivot table.

In this example, there is a list of product, and their total sales over two years.

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Sort by Sales Values

Instead of viewing the products alphabetically, you can sort by total sales, in descending order, to see the best selling products at the top of the list.

Here is the same list, with Oatmeal Raisin at the top.

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Spotlight the Best Selling Products

Instead of showing all the products, you can use the pivot table’s Top 10 filter in the Product field, to filter the results.

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The Top 10 filter is customizable, and can be used to show the top 3 items, instead of the top 10.

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Top 3 Sales in Pivot Table

Here is the pivot table, with the Top 3 items showing, and the grand total for those items.

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Compare to Bottom Items

If you’re working on a sales plan, you might want to decide where to focus your efforts, and a pivot table, or two, could help.

  • If the top 3 products have total sales of approximately $136K, how are the bottom selling products doing, in comparison?
  • How many of those bottom selling products are required to match the top 3 sales?

To find out, you can make a copy of the pivot table, and change the Top 10 filter. Instead of Top 3 Items, filter for Bottom Sum, and use the $136K amount as the target SUM.

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Difference in Comparison Results

In this example, the top 3 sales were $136,165, and the bottom 10 products have sales of $173,489. The totals are not an exact match, because the pivot table filters for the products that total the specified sum, or more.

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Find Best Results

The bottom 9 products don’t reach the target amount, so the 10th lowest product is also included. That puts the total over the target, and it shows that the best results come from a small number of products.

Focus your sales efforts there, and you might have a great sales year.

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Watch the Pivot Table Top 10 Compare Video

To see the steps for comparing top and bottom values in a pivot table, you can watch this short Excel video tutorial.

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Trouble Counting Excel AutoFilters on Sheet

It seemed simple enough, but counting the AutoFilters on an Excel sheet is a tough job!

The answer to “How many worksheet AutoFilters are there?” is “It depends!”

You can read the fascinating (to me!) results below.

The Good Old Days

In the old days, before Excel 2003, you could only have one AutoFilter on a sheet. That’s pretty easy to count – either 1 or 0.

For example, this Excel 2010 sheet has a single list that is not a named table. An AutoFilter was applied to this list, and the AutoFilter arrows have been turned off.

If you point to one of the headings, where the hidden arrow is, the tooltip for that filter appears, so that shows us the AutoFilter is still active.

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Count the Worksheet AutoFilters

To count the worksheet AutoFilters, I usually use AutoFilterMode to check if one exists.

Recently, Pascal (forum name: p45cal) emailed me, to suggest that checking for a worksheet AutoFilter would be more reliable. Thanks, Pascal, for inspiring this test!

Macro Code Count AutoFilters

This code tests for a worksheet AutoFilter, by using either AutoFilterMode or AutoFilter:

Sub CountSheetAutoFilters()
Dim iARM As Long
Dim iAR As Long
'counts all worksheet autofilters
'even if all arrows are hidden
If ActiveSheet.AutoFilterMode = True Then iARM = 1
    Debug.Print "AutoFilterMode: " & iARM
If Not ActiveSheet.AutoFilter Is Nothing Then iAR = 1
    Debug.Print "AutoFilter: " & iAR
End Sub

When I test that code in the Immediate window, both counting methods show 1 AutoFilter.

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Named Table on the Worksheet

What happens if there is a named table on the worksheet, and it has its own AutoFilter? I ran the code again, on the worksheet shown below.

The worksheet has a named table, and it has an AutoFilter applied, with all the arrows hidden.

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When I test the code in the Immediate window, both counting methods show zero AutoFilters.

I consider that count correct, because there is a ListObject with an AutoFilter, but no worksheet AutoFilter.

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Different Count Results

In the screen shot above, you can see that cell A1 is selected – outside of the named table. When I selected cell B1, inside the table, and ran the code, the results were different. AutoFilterMode was still zero, but AutoFilter detected one.

Apparently, Excel is counting the active cell’s table as a worksheet AutoFilter, with the AutoFilter counting method. I’d rather go with the AutoFilterMode’s zero, and count the ListObject AutoFilters separately.

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Test With Visible AutoFilter Arrows

Maybe the hidden arrows are affecting the results. To check, I ran code to show all the list AutoFilter arrows, and tested again.

The results were the same as in the previous tests, so visible arrows don’t make a difference.

Multiple Tables on Worksheet

For some final tests, I created a sheet with 3 lists:

  1. Named Table – no AutoFilter – no arrows
  2. Named Table – AutoFilter – visible arrows
  3. Worksheet table – AutoFilter – visible arrows

With a cell in Named Table 1 selected, AutoFilterMode counted one, and AutoFilter counted zero.

As in the previous test, the AutoFilter counting method is based on the active cell’s table AutoFilter. It doesn’t detect the AutoFilter in Worksheet Table 3.

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And More Results

With any other cell in the worksheet selected, the results were different – both AutoFilter and AutoFilterMode counted one – the correct count of worksheet AutoFilters.

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Counting Worksheet AutoFilters Conclusion

Because ActiveSheet.AutoFilter detects the AutoFilter in the active cell, it could cause a miscount of worksheet AutoFilters.

I’ll stick to the AutoFilterMode for a count of worksheet AutoFilters, and use other code to count the ListObject AutoFilters.

AutoFilters in Other Excel Versions

After running these tests in Excel 2010, I tested the AutoFilter counting code in Excel 2003, and got the same results.

If you find different results in other versions of Excel, please let me know.

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