Hui’s Excel Report Printer

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Over a decade ago I was working on a very large and complex budget model, come to think of it I still am?

It involved 4 linked Excel workbooks, about 30 worksheets, all different, and multiple views of each worksheet.

There were regular Worksheets and Chart Sheets interspersed throughout.

Some of the Ranges had Outlined/Grouped Totals that were indented on some reports, but not on others depending on whom the various reports were going to.

It was a great budget model until you had to print a copy of it.

And of course the different levels of Managers all want different reports etc, etc.

 

The Solution

To solve this I developed a simple VBA routine which has evolved over the years to what is presented here.

The basic idea is to add a Printing Control sheet to your workbook.

This sheet has a list of print views, not Excel views, of various pages within the current workbook.

Each page can be setup as you wish and allows for a number of common parameters for each printed page.

Pages can be listed, multiple times if required, with different ranges or outlining selected each time

The Code handles Worksheets and Chartsheets, Normal and Named Ranges, Page Orientation, Page Size, Page Grouping and Headers/Footers.

As a user you setup the sheets as a list in the order you want them, with appropriate parameters.

The code then:

  • Loops through the list,
  • Obtain the parameters,
  • Sets up the print page and
  • Prints it.

You just need to sit back and wait for the printer to jam.

HOW DO I USE IT

Download the sample file here Excel 97-03, Excel 2007/10

You can use the sample file as is, for demo purposes or read on later where I describe how to use this in your workbooks.

Open the workbook and Goto the “Print_Control” worksheet.

Browse through the various Headings in Row 4 and field values below them.

Note that some of the Row 4 cells have comments in which explain what options are available.

Each field is described below:

No.

The Row No. in the list of page layouts available.

This has no use except when someone says the 5th page should be…

Description/Header

A text field that is used as a Reminder of the layout of the Page Setup also serves as a Centred Header.

Status

Print = On

Don’t Print = Off

The code only prints the pages marked as On.

Sheet

The name of the Worksheet or Chartsheet you want to print

Area

The Range on the Sheet that you want printed

Ignored for Chartsheets.

Land/Port

Specify if the page should be printed Landscape or Portrait

Ignored for Chartsheets.

Chartsheets are printed in Landscape.

Pages Wide

How many pages wide should the Range be printed on

This is fixed at 1 for Chartsheets.

Pages Tall

How many pages tall should the Range be printed out on

This is fixed at 1 for Chartsheets.

Copies

How Many Copies do you want of that individual page.

Rows & Columns

If outline/grouping is used specify what level of Indentation should be used for the Rows and Columns.

0 – Leave as is

1 – Indent 1 level

8  – Indent 8 levels

The maximum indentation is 8

Ignored for Chartsheets.

Footer (Left)

A description field printed as lower left footer.

No. of Copies

This specifies the Number of Copies of the Whole Report you want

Print All “On” Areas

The Print All “On” Areas Button executes the code and prints out a number of copies of the report as specified in the various page setups.

The printing is done on the default printer on your PC,

Important: Ensure that the printer you want to use for the job is set as the default before you start Excel.

You can print to a PDF file by specifying your Adobe or other PDF Printer as the Default Printer.

I’m sorry, This doesn’t fix the printing multiple pages to multiple files when printing to PDF issue.

 

Warning ! I maybe old school but I still recommend saving before printing !

 

HELP

There is limited help built into the system, That’s what this Post is doing.

Some of the field headings have comments which show what values are acceptable in those fields.

HOW DO I ADD THIS TO MY WORKBOOK ?

To add this to your workbook, copy the Print_Control worksheet to your workbook

  1. Open your workbook.
  2. Open the Demo File
  3. Copy the Print_Control worksheet by Right Clicking on the Print_Control tab, and copy to your workbook.
  4. Run the VBA Code using the “Setup Print Control Named Formula” Button

That’s it.

All the code required for the printing is part of the Print_Control page.

 

HOW DOES THE VBA WORK ?

The following describes the VBA Code driving this worksheet.

To examine this goto VBA (Alt F11)

Select the workbook and double click on Sheet0 (Print_Control)

The code should appear in the right hand window

If you are unfamiliar with VBA it may be worth going through Chandoo’s Crash Course in VBA

There are 2 Subroutines and a Function in this system which are documented below

 

Print_Reports

This is the main subroutine that drives the printing

It is called by the Print All On Button and when finished returns the user to the Print_Control worksheet.

All the VBA code is in RED,

Comments and notes are in BLACK before the line or section they refer to.

= = = = = = = = = = = = = = = = = = =

At the start of the Print_Reports subroutine, setup variables for later use

Option Explicit

Public Sub Print_Reports()

Dim PrintArea As Variant

Dim i As Integer

Dim j As Integer

Dim sht As Long

Dim Orientation As String

Dim NCopies As Integer

Dim PWide As Integer

Dim PTall As Integer

Dim Footer As String

Dim Header As String

Dim Sheets As String

Dim gRow As Integer

Dim gCol As Integer

Dim PaperSize As String

Dim msg As String

Dim tmp As String

Turn off the Automatic Calculation so that it is faster and isn’t as jerky

Application.Calculation = xlCalculationManual

This loads the entire array of the Print_Control page into an array called PrintArea

PrintArea = Worksheets(“Print_Control”).Range(“Print_Control”).Value

This sets up a loop for the No of Total Copies of the Whole report

For j = 1 To [Copies].Value ‘Loop through the No of Copies

This sets up a loop for the to check each line of the Print Control area

For i = 1 To UBound(PrintArea, 1) ‘Loop through the print area

If the Column Status is On print using that line of settings

If UCase(PrintArea(i, 3)) = “ON” Then ‘When On is enabled Print using the settings

Extract the settings from the stored array, row i

Header = PrintArea(i, 2) ‘Set Header variable

Orientation = PrintArea(i, 6) ‘Set Orientation variable

PWide = PrintArea(i, 8 ) ‘Set Pages Wide variable

PTall = PrintArea(i, 9) ‘Set Pages Tall variable

NCopies = PrintArea(i, 10) ‘Set No Copies variable

gRow = PrintArea(i, 11) ‘Set Row Group Expansion

gCol = PrintArea(i, 12) ‘Set Column Group Expansion

Footer = PrintArea(i, 13) ‘Set Footer variable

Check paper sizes against the built in page sizes

If PrintArea(i, 7) = “A4” Then

PaperSize = 9

ElseIf PrintArea(i, 7) = “A3” Then

PaperSize = 8

ElseIf PrintArea(i, 7) = “A5” Then

PaperSize = 11

ElseIf PrintArea(i, 7) = “Legal” Then

PaperSize = 5

ElseIf PrintArea(i, 7) = “Letter” Then

PaperSize = 1

ElseIf PrintArea(i, 7) = “Quarto” Then

PaperSize = 15

ElseIf PrintArea(i, 7) = “Executive” Then

PaperSize = 7

ElseIf PrintArea(i, 7) = “B4” Then

PaperSize = 12

ElseIf PrintArea(i, 7) = “B5” Then

PaperSize = 13

ElseIf PrintArea(i, 7) = “10×14” Then

PaperSize = 16

ElseIf PrintArea(i, 7) = “11×17” Then

PaperSize = 17

ElseIf PrintArea(i, 7) = “Csheet” Then

PaperSize = 24

ElseIf PrintArea(i, 7) = “Dsheet” Then

PaperSize = 25

Else

PaperSize = 9 ‘Defaults to A4

End If

Activate the relevant sheet

This checks that the sheet exists first

tmp = PrintArea(i, 4)

SheetExists(tmp) is a UDF that’s checks if the sheet exists and returns True or False

If Not SheetExists(tmp) Then

msg = “Sheet ‘” + PrintArea(i, 4) + “‘ not found.” + vbCrLf + “Check the sheets Name.”

msg = msg + vbCrLf + vbCrLf + “Processing will continue for remaining sheets.”

tmp = MsgBox(msg, vbExclamation, “Sheet not Found”)

Else

The sheet exists now process

Select the sheet

Application.Sheets(PrintArea(i, 4)).Select

Check if it is a Worksheet or a Chartsheet

If ActiveSheet.Type = -4167 Then ‘Its a worksheet

Turn off screen updating

Application.ScreenUpdating = False

Select the relevnt area of the sheet

ActiveSheet.PageSetup.PrintArea = PrintArea(i, 5) ‘Select the relevent Print Area of the Sheet

Set Outline levels

ActiveSheet.Outline.ShowLevels RowLevels:=gRow, ColumnLevels:=gCol ‘Set Outline Grouping

Apply print settings

With ActiveSheet.PageSetup ‘Set print settings

.PrintTitleRows = “”

.PrintTitleColumns = “”

.LeftHeader = “”

.CenterHeader = Header ‘User Defined Header (Shift to Left or Right as required)

.RightHeader = “”

.LeftFooter = Footer ‘User Defined Footer (Shift to Left or Right as required)

.CenterFooter = “”

.RightFooter = “”

.LeftMargin = Application.InchesToPoints(0.1)

.RightMargin = Application.InchesToPoints(0.1)

.TopMargin = Application.InchesToPoints(1.0)

.BottomMargin = Application.InchesToPoints(0.4)

.HeaderMargin = Application.InchesToPoints(0.1)

.FooterMargin = Application.InchesToPoints(0.3)

.PrintHeadings = False

.PrintGridlines = False

.PrintComments = xlPrintNoComments

.CenterHorizontally = False

.CenterVertically = False

.Draft = False

.PaperSize = PaperSize ‘ User Defined Paper Size

.FirstPageNumber = xlAutomatic

.Order = xlDownThenOver

.BlackAndWhite = False

.Zoom = False

.FitToPagesWide = PWide ‘User Defined No Pages Wide

.FitToPagesTall = PTall ‘User Defined No Pages Tall

.PrintErrors = xlPrintErrorsDisplayed

End With

Apply page orientation settings

If Orientation = “L” Then ‘User Defined Page Orientation

ActiveSheet.PageSetup.Orientation = xlLandscape

Else

ActiveSheet.PageSetup.Orientation = xlPortrait

End If

Turn Screen updating back on

Application.ScreenUpdating = True

Finished setting up Worksheet goto the Printing area

Else ‘Its a Chart page

Turn Screen updating off

Application.ScreenUpdating = False

Apply print settings

With ActiveChart.PageSetup

.LeftHeader = “”

.CenterHeader = Header

.RightHeader = “”

.LeftFooter = Footer

.CenterFooter = “”

.RightFooter = “”

.LeftMargin = Application.InchesToPoints(0.1)

.RightMargin = Application.InchesToPoints(0.1)

.TopMargin = Application.InchesToPoints(1#)

.BottomMargin = Application.InchesToPoints(0.4)

.HeaderMargin = Application.InchesToPoints(0.1)

.FooterMargin = Application.InchesToPoints(0.3)

.ChartSize = xlScreenSize

.PrintQuality = 600Change to 300 for Excel 97-03

.CenterHorizontally = True

.CenterVertically = True

.Orientation = xlLandscape

.Draft = False

.OddAndEvenPagesHeaderFooter = False ‘Removed from 97/03 Ver

.DifferentFirstPageHeaderFooter = False ‘Removed from 97/03 Ver

.EvenPage.LeftHeader.Text = “” ‘Removed from 97/03 Ver

.EvenPage.CenterHeader.Text = “” ‘Removed from 97/03 Ver

.EvenPage.RightHeader.Text = “” ‘Removed from 97/03 Ver

.EvenPage.LeftFooter.Text = “” ‘Removed from 97/03 Ver

.EvenPage.CenterFooter.Text = “” ‘Removed from 97/03 Ver

.EvenPage.RightFooter.Text = “” ‘Removed from 97/03 Ver

.FirstPage.LeftHeader.Text = “” ‘Removed from 97/03 Ver

.FirstPage.CenterHeader.Text = “” ‘Removed from 97/03 Ver

.FirstPage.RightHeader.Text = “” ‘Removed from 97/03 Ver

.FirstPage.LeftFooter.Text = “” ‘Removed from 97/03 Ver

.FirstPage.CenterFooter.Text = “” ‘Removed from 97/03 Ver

.FirstPage.RightFooter.Text = “” ‘Removed from 97/03 Ver

.PaperSize = PaperSize

.FirstPageNumber = xlAutomatic

.BlackAndWhite = False

.Zoom = 100

End With

Turn Screen Updating back on

Application.ScreenUpdating = True

End If

Now Print the active sheet using user defined No. Copies

ActiveWindow.SelectedSheets.PrintOut Copies:=NCopies, Collate:=True

End If

End If

Next i

Next j

Clear PrintArea array, just in case

PrintArea = Null

Turn Auto Calculation back on

Application.Calculation = xlCalculationAutomatic

Go back to the Print Control sheet

Application.Sheets(“Print_Control”).Select

End Sub

= = = = = = = = = = = = = = = = = = =

The SheetExists Function

This is a Function that is used by the Print_Reports subroutine to check if a sheet exists.

= = = = = = = = = = = = = = = = = = =

Function SheetExists(SheetName As String) As Boolean

‘ This function Returns TRUE if the sheet exists in the active workbook

SheetExists = False ‘Set default value of SheetExists

On Error GoTo NoSuchSheet ‘Set error trapping such that if the sheet doesn’t exist it will exit

Check length of sheet name, if the sheet exists it will return a value, otherwise an error

If Len(Sheets(SheetName).Name) > 0 Then

The sheet exists so set SheetExists = True and exit

SheetExists = True

Exit Function

End If

NoSuchSheet:

The sheet doesn’t exists so use default SheetExists = False and exit

End Function

= = = = = = = = = = = = = = = = = = =

The Setup_Print_Control_Named_Formula Subroutine

This is a simple subroutine that sets up the 2 named formula for use the first time a sheet is used.

= = = = = = = = = = = = = = = = = = =

Sub Setup_Print_Control_Named_Formula()

Setup Named Formula “Print_Control” which is the table of settings

ActiveWorkbook.Names.Add Name:=”Print_Control”, RefersToR1C1:= _

“=OFFSET(Print_Control!R4C2,1,,COUNTA(Print_Control!R5C2:R24C2),COUNTA(Print_Control!R4))”

ActiveWorkbook.Names(“Print_Control”).Comment = _

“Used by the Print_Reports Subroutine”

Setup Named Formula “Copies” which is the No of Copies of the Whole Report

ActiveWorkbook.Names.Add Name:=”Copies”, RefersToR1C1:= _

“=Print_Control!R26C13”

ActiveWorkbook.Names(“Copies”).Comment = “Specifies the No. of Copies for the Print_Reports Subroutine”

End Sub

= = = = = = = = = = = = = = = = = = =

NAMED FORMULA

The code relies on two Named Formulas

Copies:

=Print_Control!$L$27

Print_Control:

=OFFSET(Print_Control!$B$4,1,,COUNTA(Print_Control!$B$5:$B$24),COUNTA(Print_Control!$4:$4))

Automatically adjusts the Print_Control Named Formula for the number of Page Setup lines and Fields to be processed

If you have queries about how any of the above code works, please let me know in the comments below:

 

WHAT DOES THE ARRAY “PrintArea” DO ?

The print area array stores the values of the Print_Control range in a 2 dimensional array which represents the Print_Control range.

This is done for a few reasons, but simply it is faster as it results in less reading of the worksheet

It also allows more flexibility in the subsequent processing as all the data is in one area.

 

DOWNLOADS

Download the sample file here Excel 97-03, Excel 2007/10

 

WHAT’S NEXT

There are a number of parameters used in the Print Setup area which are not used or not used in the 97/03 version.

The code above is easily extended to include these if you desire.

One day when I have a spare moment (Most likely in 2025!) I will add the option for automatic incremental Page Numbers.

 

CLOSING

This code has saved, my staff and I, hundreds and hundreds of hours over the past decade whilst printing complex Excel workbooks.

This functionality was also one of the more requested issues from our poll of 3 months ago We Want Your Ideas!

I hope you enjoy it as much as I have ?

 

Updates

I will be extending the functionality of this in the future and so if you have any suggestions, lets hear them in the comments below:

 

How have you tackled large print jobs ?

I look forward to your comments below:

 

Hui…

For a list of my other contributions at Chandoo.org please visit; Hui.

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12 Responses to “29 Excel Formula Tips for all Occasions [and proof that PHD readers truly rock]”

  1. Peder Schmedling says:

    Some great contributions here.
    Gotta love the Friday 13th formula 😀

  2. Aires says:

    Great tips from you all! Thanks a lot for sharing! bsamson, particularly you helped me on a terribly annoying task. 🙂

    (BTW, Chandoo, it's not exactly "Find if a range is normally distributed" what my suggestion does. It checks if two proportions are statistically different. I probably gave you a bad explanation on twitter, but it'd be probably better if you fix it here... 🙂 )

  3. John Franco says:

    Great compilation Chandoo

    For the "Clean your text before you lookup"
    =VLOOKUP(CLEAN(TRIM(E20)),F5:G18,2,0)

    I would like to share a method to convert a number-stored-as-text before you lookup:

    =VLOOKUP(E20+0,F5:G18,2,0)

  4. Chandoo says:

    @Peder, yeah, I loved that formula
    @Aires: Sorry, I misunderstood your formula. Corrected the heading now.
    @John.. that is a cool tip.

  5. Eric Lind says:

    Hey Chandoo,

    That p-value formula is really great for a statistics person like me.

    What a p-value essentially is, is the probability that the results obtained from a statistical test aren't valid. So for example, if my p value is .05, there's a 5% probability that my results are wrong.

    You can play with this if you install the Data Analysis Toolpak (which will perform some statistical tests for you AND provide the P Value.)

    Let's say for example I've got two weeks of data (separated into columns) with the number of hours worked per day. I want to find out if the total number of hours I worked in week two were really all the different than week one.

    Week1 Week2
    10 11
    12 9
    9 10
    7 8
    5 8

    Go to Data > Data Analysis > T-Test Assuming Unequal Variances > OK

    In the Variable 1 Box, select the range of data for week 1.
    In the Variable 2 Box, select the range of data for week 2.
    Check "Labels"
    In the Alpha box, select a value (in percentage terms) for how tolerant you are of error.

    .05 is the general standard; that is to say I am willing to accept a 95% level of confidence that my result is accuarate.

    Select a range output.

    Excel calculates a number of results: Average (mean) for each week's data, etc.

    You'll notice however that there are two P Values; one-tail and two-tail. (one tail tests are for > or .05), the number of hours I worked in week two is statistically equivalent to the number of hours I worked in week one.

    So here’s a way you might want to use this. You put up a new entry on your blog. You think it’s the best entry ever! So you pull your webstats for this week and compare it to last week. You gather data for each week on the length of time a visitor spends on your website. The question you’re trying to prove statistically is whether there’s an average increase in the amount of time spent on your website this week as compared to last week (as a result of your fancy new blog post). You can run the same statistical test I illustrated above to find out. Incidentally, it matters very little to the stat test whether the quantity of visitors differs or not.

    Anyhow, the Data Analysis toolpack doesn't perform a lot of stat tests that folks like me would like to have access to. In those cases I have to either use different software, or write some very complicated mathematical formulas. Having this p-value formula makes my life a LOT easier!

    Thanks!

    Eric~

  6. Balaji OS says:

    Fantastic stuf..One line explanation is cool.
    Thanks to all the contributors

    OS

  7. Locke says:

    Take FirstName, MI, LastName in access (you can fix it to work in excel) capitalize first letter of each and lowercase the rest and add ". " if MI exists then same for last name:
    Full Name: Format(Left([FirstName],1),">") & Format(Right([FirstName]),Len([FirstName])-1),"") & ". ","") & Format(Left([LastName],1),">") & Format(Right([LastName],Len([LastName])-1),"<")

    I teach excel, access, etc etc for a living and i have my access students build this formula one step at a time from the inside out to show how formulas can be made even if it looks complicated. Yes I know I could just do IsNull([MI]) and reverse the order in the Iif() function but the point here is to nest as many functions as possible one by one (also I illustrate how it will fail without the Not() as it is)

  8. Johan says:

    Extract the month from a date
    The easiest formula for this is =MONTH(a1)
    It will return a 1 for January, 2 for February etc.

  9. anjali says:

    if in a column we write the value of total person for eg. 10 if we spent 1.33 paise each person then how we get total amount in next column and the result will in round form plzzzzz solve my problem sir................... thank u

  10. Hui... says:

    @Anjali

    If the value 10 is in B2 and 1.33 paise is in C2 the formula in D2 could be =B2*C2

    If the values are a column of values you can copy the formula down by copy/paste or drag the small black handle at the bottom right corner of cell D2

  11. sajid says:

    kindly share with me new forumulas.

  12. Biswajit Baidya says:

    How to convert a figure like 870.70 into 870 but 871.70 into 880 using excel formula ? Please help.

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