Slicers are my new favorite feature in Excel. Introduced in Excel 2010, Slicers are like visual filters.
A simple example of slicers:
Let us say you have a sales report (pivot) for multiple salespersons. Since you want to show the report by one person at a time, you used report filters in pivot tables to display this. But you find that switching between regions is a pain using the report filter.
Enter slicers.
Now, you can just click the region name to show the report for that region, like this:
Using Slicers to Switch between Scenarios Dynamically:
Now, we can use slicers creatively to make an interactive scenario manager in Excel, some thing like this:
This technique gives the same outcome as the Display and Select Scenarios using VBA article, but easier to implement
How to use slicers to switch between scenarios?
Step 1: Set up various scenarios in a table
You need to define various scenarios in a table, like this:
Step 2: Create a pivot table from your scenario data
Select the table you created in step 1 and insert a pivot table. Use variable name as row label and variable value in value field area.
Step 3: Insert a slicer for the scenarios
Select anywhere inside the pivot. Now, from options tab, click on Insert Slicer button. Click on Scenarios field to insert a slicer.
Step 4: Create your model, in our case a break-even model
I will skip the explanation of model creation as that is not relevant here.
Once the model is set up, just refer to the pivot table for each of the variable values.
Step 5: Move slicer to Model
Go to the pivot table worksheet and Select the slicer, click CTRL+X to cut it.
Go back to your model worksheet and paste the slicer.
Step 6: Format the slicer
Excel slicers by default show an option to remove the filtered slicer. You can get rid of this button by,
1) Right click on the slicer
2) Go to slicer settings
3) Un-check Display Header option
See aside.
Step 7: Use the slicer to interactively switch scenarios
That is all, our smart scenario switching slicer is ready. Now, you can extend this in many ways. For example, you can write some clever formulas to handle selection of multiple slicers. You can compare between one scenario and another when more than one option is chosen from the slicer. So much more is possible. But I will let your imagination run wild.
Download Example Excel File:
I have made a simple example to demonstrate this technique.
Please download the file and open it in Excel 2010.
Examine the worksheets “Scenario Pivot” and “Model” to understand how the slicer is setup and how this works.
Do you slice?
As I said, Slicers are my new favorite feature in Excel. I have been using them as much as possible because they are simple to use and very powerful.
What about you? Do you slice often? What is your experience like? Please share your ideas and tips using comments.
More examples on Slicers & Pivot Tables:
1) Creating a Dynamic Dashboard in Excel using Slicers
2) Creating a Dynamic Chart using Pivot Table Report Filters
3) Remove Duplicates and Sort a list using Pivot Tables
4) More on Pivot Tables & Modeling
28 Responses to “Pimp your comment boxes [because it is Friday]”
This borders on Excel soft-cell...er, soft-core...porn. My favorite kind.
Wow, that is pimp-TASTIC! I have a question, as a VBA n00b: additional comment boxes stay plain unless I "run" the macro. Is there a way to change all comments, going-forward?
hi Chandoo, well, I like the macro approach. For those who don't like it, there is another way: just add the "draw" toolbar to the shapes toolbar (via Custom etc), click on "edit comment", click on the auto-shape and then choose "draw" drop-down, --> modify auto-shape --> then you even can have a heart or a banner (I like the horizontal banner in in purple :-)) . in excel 2007, you have to add this custom menu that you choose via Excel Options --> Custom --> it is called "change/ modify auto-shape"!!!
best,
@Chandoo. Great Post 🙂
@Tim : the way the macro is coded, it must be run very time.
@Community: If someone has an idea to perform it when opening an existing excel, it should be nice.
@Community: if someone has some code to revamp the commentboxes on all sheets, please share it. 🙂
@Microsoft Excel-progammers: some pimpoptions for the commentboxes should be great.
Cheerio
Tom
For the auto run, please add the codes in workbook:
Private Sub Workbook_SheetActivate(ByVal Sh As Object)
Call Comments_Tom
End Sub
Wow, that was a lot of fun... Thanks Tom!
@Jeff... Now, 5000 people know about your favorite porn... 😛
@Tim ... you can write an event to handle the new comments. I wouldnt recommend it as it is really painful. another option is to use the macro suggested by Yukikomi. It will update comments everytime you activate the sheet.
@laguerriere: very cool 🙂
@Chandoo ... Thanks! This is good stuff. I combined your tip with a tip from Mark O'Brien, then assigned it to a button on Excel 2010's Quick Access Toolbar, to format comments AS I add them. I also like how Mark's code saves me the trouble of backspacing my name out of new comments:
Sub AppendToExistingComment()
'Source: Mark O'Brien at http://www.mrexcel.com/forum/showthread.php?t=57296
Dim oRange As Range
Dim oComment As Comment
Dim sText As String
'Use object variable to hold range.
Set oRange = ActiveCell
'Use object variable for comment
Set oComment = oRange.Comment
'text to be added to the comment box
sText = InputBox("Type text to be added:", "APPEND TO COMMENT TEXT")
If Len(sText) = 0 Then End
'If Active Cell has a comment then append new text to the end of the comment text
If Not oComment Is Nothing Then
sText = oComment.Text & vbNewLine & sText
oRange.Comment.Delete
End If
'Add a comment with the contents of sText
oRange.AddComment sText
DoEvents
Comments_Tom
End Sub
Thank you very much for the code, it seems to be working for the most part; I am having a problem however. Once the routine makes the corrections to the comment, the comment becomes invisible. By invisible, I mean that when I highlight my mouse over it, nothing appears. However, when I right click the cell and click 'edit comment' then the comment becomes visible and I enter edit mode. Upon clicking out of the comment, it simply vanishes again. I've tried to fix this problem by adding a .shape.visible = msoTrue but then every comment is always visible. o_O please advise...
Thank you,
Nick
@Nick- That is because the font color of the comment is white and when you select the color of selection is also white hence you can not see anything. Try to change the color code in the routine to something else. would work
Thanks for that! The code works perfectly!
[...] look at Format Excel Comment Boxes using VBA Macros | Chandoo.org - Learn Microsoft Excel Online [...]
@ Chandoo - code works great and the comments look super cool. But I have ran into a small issue. In the comments, I am inserting pictures. When I run the macro, for all comments which already have pictures; pictures are deleted. Pls help me retain the pics in comments.
[…] posted some code one of his readers submitted, it "pimps" your comment boxes from those boring black-text-on-yellow rectangles to something more professional and eye-pleasing. […]
love in it
Hi Tom,
This looks really excellent. I am however relatively new to macros / VBA codes so having copy pasted your code in the Developer mode of an Excel file, what are the next steps to use them? Can you please help? Just to recap, I opened a blank Excel workbook, clicked on Developer, copy pasted the comments code and saved the file to the desktop.
Now how do I go about using it to add comments to an existing file? My apologies for asking a question which may be basic to you great geniuses, but I am not there yet and aspire to get there.
Many thanks for helping me with next steps that I need to take so that I can now use the code.
Best Wishes
Deepak Dave, CMA, MBA, PMP
Senior Management Consultant
Dear Dave,
The best thing to do is to copy the macro in the personal.xls(x) file. The personal excel file will always be launched when you open excel so you can use it with every excelworkbook.
Read all about it on the page of Microsoft.
https://support.office.com/en-us/article/Copy-your-macros-to-a-Personal-Macro-Workbook-aa439b90-f836-4381-97f0-6e4c3f5ee566
Once you have the macro in the personal, you can 'call' the macro by the keyboardcombination 'alt+f8' and klik on the macroname.
Hope this clarifies the 'how to'. Good luck with your first steps in the wonderfull world of macro's.
Tom
Hi Tom,
Many thanks. I will try that out. Learning is fun and learning this stuff is even more amazing.
Best Wishes
Deepak Dave
There is a line 'Dim LArea As Long' which does not appear to be used. Have I missed something?
Dear Gary,
Correct the 'Dim LArea As Long' is indeed not relevant and can be deleted.
Tom
Excellent hack!
For some reason when I opened my file after using LibreOffice Calc, all comment boxes had changed to some arrow shape.
So this macro helped me from manually changing more than 5000 comments in a worksheet, or having to install some Excel extension.
I used it with the following attributes to get back old style comments:
It helped me from manually changing more than 5000 comments in a worksheet, or having to install some Excel extension.
.Shape.AutoShapeType = msoShapeRectangle
.Shape.TextFrame.Characters.Font.Name = "Calibri"
.Shape.TextFrame.Characters.Font.Size = 10
.Shape.TextFrame.AutoMargins = True
.Shape.TextFrame.AutoSize = True
Thanks a lot!
This was helpful, thank you
I think this is among the most significant
information for me. And i am glad reading your article.
But wanna remark on some general things, The site style is great,
the articles is really great : D. Good job, cheers
Is there code to add to this that will format a particular part of the comment (i.e. make the last sentence in the comment bold and in italics)?
This is fantastic!
How would I add auto-sizing to it?
I tried adding this:
.Shape.AutoSize = True but it gives me an error and as a novice at VBA I can't figure it out.
.Shape.TextFrame.AutoSize = True
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This is GREAT!
How should the code be changed in order to tun once for all worksheets in a workbook?