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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25 Responses to “Display Alerts in Dashboards to Grab User Attention [Quick Tip]”

  1. Alex Kerin says:

    I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which could also provide another piece of information.

  2. Alex Kerin says:

    I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which can also provide another piece of information.

    For Excel 2007, your formula should do the same as the Excel 2003 version, so that non-alert rows are blank - if they are 0, the unnecessary green icon will show

  3. Rohit1409 says:

    Hi Chandoo,

    Nice Post !! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data

    For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :

    =IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))

    And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.

    Best Regards
    Rohit1409

  4. Rohit1409 says:

    Hi Chandoo,

    Nice Post !!! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data

    For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :

    =IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))

    And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.

    Best Regards
    Rohit1409

  5. Rohit1409 says:

    The Complete formula [Don't Know how it got cut ]

    =IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))

    PS : Use in single line [I have split it to avoid cuts 😉 ]

  6. Rohit1409 says:

    Hi Chandoo..

    why it is not displaying the complete formula..

    anyways here is the balance

    "=IF(A2<0.25,CHAR(153), IF(A2<=0.5,CHAR(155), IF(A2=0.76,CHAR(152)))))"

  7. Chandoo says:

    @Rohit... your formulas are fine. Just that the width of comment area is fixed and hence my website is cropping it at 640pixels. I just edited your formula and added few white spaces so that it wraps nicely.

    Very good idea btw.. kudos!

  8. Tom says:

    Hi,
    Maybe just go for 'bold' ; 'underline' or 'italic' to draw the users attention? Those methods (if those can be called methods) are used cross media type (books, journals, blogs, billboards, ...) to guide the readers eye to valuable information.
    Just a basic thought

  9. Chandoo says:

    @Tom.. good idea..

  10. [...] has a very nice writeup on how to add such alerts to dashboard sheets. Possibly related posts: (automatically generated)Divide your data set into workbooksHow to enforce [...]

  11. Ramesh Panakkal says:

    Hi Chandoo,

    You certainly grabbed my attention! although I wasn't sure what my brother (Suresh) and cousin (Shyam) were doing right, and I was doing wrong? 😉

    I love your blog btw - Many thanks for all your hard work in unravelling the secrets and mysteries of Excel!

    Best regards
    Ramesh

  12. Jeff Whitesel says:

    I thought I saw an advertisment for a book about learning excel called excel himalaya or something. It cost about 35.00 us money but seemed to have the things I need to have my admin assistant to start to use. I was hoping to start with this book and then send her to school if she shows some interest and aptitude. Any help on this would be appreciated. Thanks

    Great web site and information!!!!

  13. [...] There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the [...]

  14. [...] is the same technique as alert icons in dashboard. Just that I also showed green [...]

  15. [...] is the same technique as alert icons in dashboard. Just that I also showed green [...]

  16. RROBBITT says:

    Hi Chandoo
    Firstly thanks for all the cool tips on how to use Excel better.

    I am new to the site and have a question which you may be able to assist with but dont know if these comment boxes are the best way of asking ?

    I am looking at assets and trying to calculate the depreciation total by taking a year (say 2010) adding the expected life of the asset (say 10 years) then comparing that to a future date (say 2015) using an IF statement. The calculation in normal is - IF((year in col B (2010) plus 10years)>year 2015, add a years depreciation, otherwise leave blank). The converted date value does not appear able to add 10 years in order to compare it to 2015. Am I missing something ?

  17. Rocky says:

    I use the “IF” Statement in conjunction with Conditional Formatting in MS Excel to give verbiage to alert one of a required action, dependant on a review date. This makes a visual stimulus, plus it clues one as to what the conditional format is trying to warn you about and what follow-up actions are required.

  18. Wow, I'm really impressed with dashboards. I had no idea this stuff was even possible with excel. I'd like to offer an interactive dashboard to my customers, showing analytics of their data. I have a .pdf file with the datapoints. I'd like them to enter the data on my website, and be able to see their data. Is something like that possible.

  19. Adam G says:

    Hi Chandoo,

    I've recently purchased the package for both templates.

    In the portfolio dashboard,under the calculations worksheet, I'm attempting to change the date range in the gantt chart to show only the range of the project that starts in late 2013.  How do I do this?

    Thanks
    Adam 

  20. [...] is the same technique as alert icons in dashboard. Just that I also showed green [...]

  21. Bianca says:

    Hi Chandoo,
    I'm new at Excel Dashboard and found your blog really useful and helpful! It's very nice of you that you dedicate your time to do this.
    Could you please explain how can I use Alerts based on dates on a Dashboar?
    For example, if a target date is coming closer to the actual date, the alert is yellow or red.
    I'd really appreciate some help!
    Thank you

  22. Marco says:

    Where can I download the file Excel of Averall Statistics ???
    Thanks a lot.

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