Secret Agent KV’s Chops…what’s in HIS Personal Macro Workbook?

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Yesterday, I talked about how you don’t have to know how to code in order to highly leverage VBA. All you need to know is how to Google, Cut, and Paste. As discussed then, I ‘volunteered’ KV under pain of exposure to empty the contents of his secret satchel onto the virtual table, so that we can rummage through it. So without further ado, please put your hands together and give a warm Chandoo welcome to secret agent KV.

[Secret transmission starts…]

Hello, this is my first guest post on Chandoo.org (or any Excel website for that matter), and I will try to keep it simple, but useful for our readers.

I have been using spreadsheets since 1990, and Excel since 1995 – which sort of makes me a veteran in this sphere of business applications 🙂

One of my favorite topics in Excel is – “How can I make my day-to-day tasks in Excel easier and faster ?”. In fact, this is a topic that I think about in everything to do with computers.

There are many ways one can do this in Excel, but among the more effective and scalable ones, is storing commonly used macros in your Personal Macro Workbook.

This post is about some of the stuff that I have put in my Personal Macro Workbook over the years. You can read more about how to set up a Personal Macro Workbook, in this excellent tutorial on Ron de Bruin’s website. Like nuclear war, It’s a one-time exercise. And you can easily port it to any other computers that you use – or even share it with your friends and allied spooks.

This is the first bunch of macros which I use most frequently. Hopefully I will get a chance to post some more if this post is found to be good enough 🙂

So here goes.


1: Find the value of ActiveCell within selection, or in the whole sheet

This is a very useful macro which helps to search for the value in the ActiveCell within the selected range or the whole worksheet (if only ActiveCell is selected).


Sub SearchOnActiveCellContents()
' Keyboard Shortcut: Ctrl+Shift+G
    On Error GoTo NotFound

    If Selection.Cells.Count > 1 Then
        Selection.Cells.Find _
                (What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
                 LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
                 MatchCase:=False, SearchFormat:=False).Activate
    Else
        Cells.Find _
                (What:=ActiveCell.Value, After:=ActiveCell, LookIn:=xlValues, _
                 LookAt:=xlPart, SearchOrder:=xlByRows, SearchDirection:=xlNext, _
                 MatchCase:=False, SearchFormat:=False).Activate
    End If

    Exit Sub
NotFound:
    MsgBox "No cells found with this cell's contents"
End Sub


As you will notice, the macro checks whether the selection is 1 cell or multiple cells, and accordingly executes the Cells.Find command.

2: Filter on value NOT equal to ActiveCell value

This is another handy macro, which filters the current column based on the value of the active cell, except that the filter is applied as “show records NOT equal to the value of the active cell”
The macro itself is a fairly simple one-line command :


Sub AutoFilterSelectionNOT()
' Keyboard Shortcut: Ctrl+Shift+K
    Dim lField As Long
    lField = ActiveCell.Column - ActiveCell.CurrentRegion.Column + 1
    If TypeName(Selection) <> "Range" Then Exit Sub
    Selection.AutoFilter Field:=lField, Criteria1:="<>" & ActiveCell.Value
End Sub

3. Show or Hide zeros in active sheet

This macro toggles the display of zero-value cells on the active sheet.


Sub Hide_Zeros()
' Keyboard Shortcut: Ctrl+Shift+Z
    If TypeName(Selection) <> "Range" Then Exit Sub
    ActiveWindow.DisplayZeros = Not ActiveWindow.DisplayZeros
End Sub

4: Show or Hide page-breaks in active sheet

This macro toggles the display of page-breaks on the active sheet.

Sub ShowHidePageBreaks()
' Keyboard Shortcut: Ctrl+Shift+J

If TypeName(Selection) <> "Range" Then Exit Sub

ActiveSheet.DisplayPageBreaks = Not
ActiveSheet.DisplayPageBreaks
End Sub


As the name suggests , this macro will show or hide the display of page breaks on the active sheet.

5: Display the 'GoTo special' xldialog

Quite often I find myself needing to use the GoTo Special command.
Of course, you can do it the way it was designed in Excel – press F5 to display the GoTo dialog box, and click on the Special… button. This takes one keystroke and a mouse-click; or 3 keystrokes (if you don’t use the mouse) 🙂

Or you can display the Goto > Special… dialog box (using a macro) with just 1 click of the mouse or 2 keystrokes (if you pin it on the QAT) !



Sub xlSelectSpecial()

On Error GoTo NotFound
    If Selection.Cells.Count = 1 Then
        MsgBox "Select more than 1 cell...", vbExclamation, "Select more cells..."
        Exit Sub
    End If
    Application.Dialogs(xlDialogSelectSpecial).Show
Exit Sub
NotFound:
    myMsgText = "No such cells found"
    myTitle = "Not found"
    myConfig = vbOKOnly + vbExclamation
    myMessage = MsgBox(myMsgText, myConfig, myTitle)
End Sub

As you will notice, the macro has an error-checking line in case the type of ‘special cell’ you selected is not found. E.g. if you’re looking for blank cells in the selection, and all the cells in it are non-blank, the macro will display a message accordingly.

The macro also checks whether more than one cell is selected before executing the dialog. The reason for this is that if a single cell is selected, many of the options in the GoTo Special dialog box will execute on the entire ‘UsedRange’ of the spreadsheet, instead of the selected range.
If you wish, you can comment out the If … End If construct and test the macro to see what I mean.

6: Zoom-in / Zoom-out

These macros zoom in or zoom out on the worksheet, in increments of 5%.


Sub MyZoomIn()
' Keyboard Shortcut: Ctrl+E

    Dim ZP As Integer
    ZP = ActiveWindow.Zoom

    If ZP >= 400 Then
        ZP = 400
    Else
        ZP = ZP + 5
    End If

    ActiveWindow.Zoom = ZP
End Sub

Sub MyZoomOut()
' Keyboard Shortcut: Ctrl+Shift+E

    Dim ZP As Integer
    ZP = ActiveWindow.Zoom

    If ZP <= 10 Then
        ZP = 10
    Else
        ZP = ZP - 5
    End If

    ActiveWindow.Zoom = ZP
End Sub


As you will notice, will increase or decrease the zoom percentage by 5 points each time the macro is executed. The If… Then… Else… constructs are there to prevent an error if the current zoom percentage is already at the maximum or minimum level, when the macro is executed.

That’s all for this post from my side. I hope you will find it useful.

I welcome comments, suggestions for improvement & criticisms from readers on this topic, and the macros I have shared in this post.

[Secret transmission ended.]

Hey, thanks KV for sharing those shortcut-charged shortcuts. I look forward to torturing some more of that ill-gotten wisdom out of you. (While I don’t condone torture, I hate inefficient use of Excel even more. So while it’s going to hurt you more than me, it’s for the greater good.)

About the Author

KV is an undercover secret agent who spends his time rescuing the world from the crushing weight of evil, bloated spreadsheets.
kv_Casual

His mild-mannered alter ego - Khushnood Viccaji - is a freelance professional and an expert in Management Information Systems and Business Applications with a focus on Data Management, Analytics, Transformation, Auditing, and Reporting.
kv_Smart

Both these chaps have a flair for understanding and applying technology in business processes and an ability to present business information in many different ways. And one of them wears lycra.

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19 Responses to “Free Invoice Template using Excel – Download”

  1. Doug H says:

    Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates

  2. Abhay says:

    This is awesome.

    I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.

    Is their a way to do this?

  3. Hui... says:

    Daily dose of Excel held a competition in 2005 for this same topic
    It obtained 9 solutions which are shown:
    http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/

  4. parimal says:

    How can i removed Dollar Sign, As want to use this in india.
    Please reply.

  5. parimal says:

    Also if possible then can i use Indian Rupee Sign and how?

  6. Gaurang Mhatre says:

    Hi Chandoo,

    Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
    It would be great if you can help me with this.

    Thanks in advance for your help!

    Regards,
    Gaurang Mhatre

  7. shrikant says:

    Hi Chandoo,

    I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.

  8. AKIN KARAMAN says:

    Thanks thanks thanks.. Very helpful. 🙂

  9. Trevor Gordon says:

    Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well

  10. Anuj says:

    Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.

  11. Kapil says:

    Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
    Possible? Or am I asking for the moon 😉

  12. Kadr Leyn says:

    Thank you so much for tutorial.
    This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI

  13. Trevor Gordon says:

    Good Day
    i love this template may i ask if it could be modified to have the following
    when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template

    Item Code Description Quantity Unit Cost Discount Total

  14. Denise Konopka says:

    When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!

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