Excel Tips, Tricks, Cheats & Hacks – Microsoft MVP Edition

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I was recently asked, What is my most recommended Excel Tip?

My quick response was to regularly press Ctrl+S, Yes simply Save.

I have been caught out a number of times developing large excel systems where I haven’t saved data and after 2 or 3 hours of work I have lost that work when Excel or the Computer has crashed etc.

Close behind Ctrl+S is setting up the printer and page size as early in a project as you can.

But this got me thinking what would other Microsoft MVP’s Excel suggestions be ?

So I shot off an email to all the other Microsoft Excel MVP’s asking for their favorite Excel Tip, Trick, Cheat, VBA Code, Excel Formula or Function, Algorithm or Hack.

This post will now present these in the order they were received.

 

001. Assign Sequential Numbers – Bob Umlas

There are many ways to assign successive numbers using VBA, but I believe this one is the quickest.

If I know I have a range, referenced by the object variable Rg, for example, I could assign successive numbers parallel to that range by this statement:
Rg.Offset(, 1).Value = [row(1:10000)]
If Rg is 10 rows long, this will assign the values 1-10 (not 1-10000).

001 Sequential Numbers

Tip contributed by: Bob Umlas
Website: This isn’t Excel it’s Magic!

 

002. Format This Object – Jon Peltier

With any object selected, be it a Cell, Range, Worksheet, Chart, Chart Component, Text Box or other shape, Hyper Link, anything, Select the Object and press Ctrl+1. The Format Properties Dialog will be shown.

 

Tip contributed by: Jon Peltier

 

003. Stop Cell Change by Color – Rick Rothstein

Rick has provided a piece of VBA Code that stops a user entering data into a Yellow colored cell.

It is event code, so all of it should be placed in a sheet module (right click the sheet’s name tab, select “View Code” and copy/paste it into the code window that opens up… remember to save the sheet as an “Excel Macro-Enabled Workbook” if using XL2007 or above).

What the code does is, without having to protect the sheet, prevent a user from selecting any cell that has been manually colored yellow (you can, of course, change the color as desired). If the user attempts to select such a cell, the previously active cell will become re-selected. While the code works with yellow-filled cells, the If condition can be changed to test for any cell property (for example, bold text) or set of cell properties (red, underlined text) and it will work just as well.

Here is the code…

003. Stop Cell Change by Color_Code_2

Tip contributed by: Rick Rothstein
Website: http://www.excelfox.com/forum/f22/

004. Double Click Copy – Bill Jelen

Double click the fill handle to quickly copy a formula to the bottom of the adjacent data set.

004 Douible click

This is the Mouse Version of Copy Down as presented in Point 013 below.

Tip contributed by: Bill Jelen
Website: MrExcel.com

 

005. VBA Code Check – Felipe Costa Gualberto

It is widely known that you should use Option Explicit in the declaration section of all components, and I agree with that.

The tip I give needs Option Explicit in the declaration section:

You should often compile your project. Use the Alt+D and press Enter to ensure your code is correct and you’ll have no surprises while running your macro. A VBA project that doesn’t compile is a bad project.

When you request to compile the code, VBE passes through all your code, checking if there aren’t undeclared variables, missing references, bad syntax, etc.

I’m heavily addicted compiling my code and I do it every minute when developing an Excel Application.

Take advantage the fact that compiling speed in VBA is blazing fast!

Tip contributed by: Felipe Costa Gualberto
Website: http://www.ambienteoffice.com.br

 

006. Name Manager – Henk Vlootman

For me the Name box and the Name manager prove to be of priceless value.

Since I only work with ranges. I use the Name functionality as the place where I control my ranges.

If I have a complex model I can use the name box to down-drill my output by my formulas until I arrive at the input. Without this functionality maintaining Excel models proofs to be very difficult.

Tip contributed by: Henk Vlootman
Website: Vlootman.nl

 

007. Show Pivot tables in Classical Form – Mynda Treacy

If you find yourself regularly editing the PivotTable options to get the Classic PivotTable Layout back, you know the useful layout where the row labels aren’t nested, then you might like to add the ‘Show in Tabular Form’ icon to your Quick Access Toolbar.

To do this Right Click on the Quick Access Toolbar and select Customize Quick Access Toolbar

007 Show in Tabular Form

 

 

 

 

 

 

 

 

 

 

 

 

 

The Show in Tabular Form Icon in the QAT

007 Show in Tabular Form-2

And while you’re there you’ll probably want to add the ‘Do Not Show Subtotals’ icon too

Tip contributed by: Mynda Treacy
Web site: http://www.myonlinetraininghub.com/blog

 

008. Easily add a Table of Contents to a File – Jan Karel Pieterse

The lowest level of documentation I add to a spreadsheet model is a table of content.

With many sheets in a workbook, this can be a tedious chore however. Lets have some tips around this.

1. Getting the list of sheets.
– Open the VBA editor (alt+F11):
– open the immediate pane (control+g or View, Immediate pane)
– Paste this line of code and hit enter:

For Each s in Worksheets: Debug.Print s.Name: Next

– Hold down the shift key and press arrow up until you’ve selected all sheetnames:
– control+c
– Go to your Excel TOC worksheet and press control+v:

2. Create hyperlinks to the worksheets

Enter this formula in cell B2:
=HYPERLINK(“#'”&A2&”‘!A1”,A2)
Note the hash, it ensures the link actually works! The single quote is there in case your worksheet
name has special characters like spaces.
– Drag the formula down (double-click the fill handle)
– Format the linked cells (hit control+1) like so:
o A fat black line along the right-hand side and the bottom:
o An equally fat grey line along the left-hand side and the top:
o A darker grey fill:
o Change the Font to black, increase the font size, make it Bold and white and remove the underline:
o Which makes your links look like this:

I have created a small utility that automates the process of updating the table of content: Download Link

Tip contributed by: Jan Karel Pieterse
Website: http://www.jkp-ads.com/

 

009. Jump to the last cell of a contiguous range – Mike Alexander

Did you know you can quickly jump to the last cell in a column or a row with a simple double-click of the mouse?

Columns:

cap1

Rows:

Cap2

Caution: Be careful of blank cells. If you have a blank cell in the column or row, the cursor will jump to the last cell before the blank cell.

“There are two types of Excel users – Keyboard people and Mouse people. 
I’m a mouse person.  I hate taking my hand off the mouse.  If there is away I can doe something with the mouse, I’ll find it.
That why I love this tip so much. 
Hot Keys are for nerds.”
Mike Alexander

 

Tip contributed by: Mike Alexander
Website: http://www.datapigtechnologies.com/

 

010. Jump to a Filter’s search box – Jon Acampora

Alt+Down Arrow, E will jump the mouse cursor to the search box in the filter drop-down menus.

index

Tip contributed by: Jon Acampora

 

011. Use Ctrl+Enter – Tom Ogilvy

My favorite tip is to use Ctrl+Enter rather than Enter to fill any selection of contiguous or non-contiguous cells with whatever is in the active cell of the selection.

This can be a formula such as to generate random data to using in testing.

For example if I need integer data in  C2:C10; E2:G10 then I select that range, go to the formula bar and enter  =Trunc(rand()*100+1)  and complete with Ctrl+Enter. If I want to fix those numbers, I can then select the rectangular area doing a copy and then Paste Values.

A second tip using this technique is to build a pivot table to produce a subset of my data. Then do a copy and paste values to leave the values and removed the pivot table.  Select the area of row fields which will have many blank values. Do F5 (goto) and choose special, then blanks. This will select all the blank fields that need to be filled in.  Look at the active cell of the selection. Say it is B4. We can see that we want to fill each blank with the next value directly above it.  Go to the formula bar and type in =B3 which refers to the non-blank cell above B4, then use Ctrl+Enter. Your data base is completed but we need to remove the formulas.  Select all the row field area; do copy and then paste values to remove the formulas and replace them with the values they produce.

Tip contributed by: Tom Ogilvy
Website: http://www.allexperts.com/ep/1059-2697/Excel/Tom-Ogilvy.htm

 

012. Keep Dummy Data nearby – Oz du Soleil

Because my work involves testing and building examples, I use lots of random data.
1.  In Dropbox, I keep a pinned workbook called “Random Names and Cities”
Having it pinned and stored in Dropbox allows me to access that file wherever I’m at.
pinned items

 

2.  The workbook has thousands of bits of data including cocktail names, colors, fish names, professional designations, cities, etc.
One sheet has a name-randomizing section where I can hit F9 and get more names.
Thus, if I need a few rows of random data, or thousands, I can create them myself.
pinned names workbook

Tip contributed by: Oz du Soleil
Website: DataScopic.net

 

013. Copy Down / Copy Right – Zack Barresse

You can Copy Down or Copy Right using CTRL+D, CTRL+R (Fill Down, Right)

Copy Down

014 Ctrl+D

Copy Right

014 Ctrl+R

This is the Keyboard Version of Double Click Copy as presented in Point 004 above.

Tip contributed by: Zack Barresse
Website: http://exceltables.com/

 

014. Learn to use Google Search – Ian Huitson

I have answered nearly 10,000 posts at the http://forum.chandoo.org/ and one thing I have found is that it is very rare to get asked questions that haven’t been answered before, very rare.

Learn to use Google Search and some common websites like http://chandoo.org/wp/ and the other websites shown by the authors above. These websites all have search boxes which search the local website.

These websites have a wealth of Excel history, with worked and solved examples in posts and forums

Sometime the example might be of a mine feasibility study where you are after data on DNA Sequencing, but the solution to the data manipulation maybe very similar, so learn to think laterally about your problem and you’ll be amazed at the solutions that can be found

Tip contributed by: Ian Huitson “Hui”
Website: http://chandoo.org/wp/about-hui/

 

015. Trim with any delimiter – Rick Rothstein

Excel’s TRIM function is neat in that it collapses all multiple internal contiguous space characters down to a single space…

Did you ever wish there was a simple way to do that for any delimiter other than a space?

Here is a function that will do it for you…

Delim2

This function must be saved in a Code Module, not a Worksheet Module

The first argument is the text you want to parse. The second argument is the delimiter (which can be one or more characters long). The third argument, which is optional, let’s you specify whether you want to keep or delete any leading or trailing delimiters which may end up in the result (Excel’s TRIM function automatically deletes leading and trailing spaces, but I decided to let it be an option). The default is False which means leading and trailing delimiters will be deleted. So, let’s say you had a concatenation function of some sort which produced the following output…

If in Cell A1 you had: one, , , two, three, , , , , , , four, , ,_

Note there is a trailing space at the end of the above text string. Passing this text into the Reduce function, and specifying “, ” (comma space) as the delimiter, would result in the following text being returned from the function…

Using the function: =Reduce(A1, “, ” ) or =Reduce(A1, “, “, False )

Excel will return: one, two, three, four

Note: For those of you who may be wondering about those numbers in the Array function call, here is a link to the thread where they originally came from…

https://groups.google.com/ forum/#!topic/microsoft. public.vb.general.discussion/ TqZHK9cPnpU

Tip contributed by: Rick Rothstein
Website: http://www.excelfox.com/forum/f22/

 

016. The Bad Find Example – Stephen Gersuk

Dating back to as early as 2002, VBA Help has contained an awful example of how to use the Find method. It continued until as recently as Excel 2010.

Badfind1

On the merely bad side, you should explicitly set LookIn, LookAt, SearchOrder (if you care), and MatchByte arguments in the initial invocation of the Find method, as all persist each time Find is invoked via VBA or Find is invoked from the user interface. (MatchCase and SearchFormat persist from invocation to invocation in the UI, but not in VBA; both default to False).

But this line,

Badfind2

… should NEVER be used, because

  1. If c Is Nothing, then c.Address will give a run-time error; and
  2. If c.Address doesn’t error, then c Is Nothing must be False.

You might think that VBA would stop evaluating the expression if “c Is Nothing“, but it doesn’t; VBA always evaluates all arguments to a logical expression.
What to do instead?

That depends on what else the loop does.

If it causes the values to eventually not be found (e.g., because you are changing the values, or hiding the rows in which they appear), then the c is Nothing test is what you need. If the same values will be found forever (e.g., because you are changing some other cell in the same row where the value is found), then c.Address <> firstAddress is golden.

The one-size-fits-all solution is to just do both:

Badfind3

Tip contributed by: Stephen Gersuk
Website: http://www.stephensexcel.info/

 

Closing

Many many thanks to the Microsoft Excel MVPs who contributed above.

I hope you get to to revue all the tips and pass comments and appreciation back to the authors as appropriate.

Next week the Excel Tips, Tricks, Cheats & Hacks theme will continue with the Excel Tips, Tricks, Cheats & Hacks – Chandoo.org Excel Ninja Edition, so keep an eye out for that.

If you have any Excel Tips, Tricks, Cheats & Hacks that you would like to share with the community, please leave  a tip in the comments below.

 

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25 Responses to “Shift Calendar Template – FREE Download”

  1. Alvin says:

    Hi Chandoo,

    your recent postings include only Excel 2007 templates. Unfortunately the company I work at still runs Excel 2003. Is it possible to get your awesome files in other excel version as well?

    Thanks so much for your great excel stuff!

  2. Stelios Tserkezis says:

    Is it possible to do this for shifts with hours instead of days? To organise a three shift day?

    Thanks in advance,

    Stelios

  3. MASTHAN says:

    In my organization there are 45 employees i need split then into three shifts ex:A shift:14,B shift:14,C shift:14 and week off:3 kindly help me on this.

  4. Hui... says:

    @Masthan

    You need to understand what rules your company has for the various shifts / roster combinations

  5. Georges Lacombe says:

    Chandoo, I once did a shift control spreadsheet for my team. I put one person in each line, the columns were the days. I put a shift code in each cell indicating in which shift that person should work, or if the person were out that day. I have two codes for being out. One is for vacations and one is to compensate days worked in weekends. This way I was able to count how many persons I have in each shift, how many were on vacations and how many were out compensating (that's the term we use here) weekend worked hours.
    Later I included the possibility of a person be in two lines one for normal hours other for overtime. This is mainly used for planning purposes. If you would like I can send you an example. The only problem of this spreadsheet is that we don't have a person view, only this consolidated view.

    • Chuck Vaughan says:

      Hi George, I would like to have a copy of your spreadsheet if you can share it.
       
      Thanks in advance, Chuck   

  6. Idan says:

    Hi Chandoo,

    Where is the code located ? is it VBA ? If so , how do you hide it ? Or it is .NET ?

    Thx

  7. Hui... says:

    @Idan
    .
    No VBA or code, it is all done with Mirrors.
    Only Joking,
    .
    But there is no VBA or code,
    It is all done with Named Formulas and Lookups.
    Have alook at the cells in the calander area and Named Formulas in the Formulas, Name Manager Tab.

  8. Anand Sant says:

    How can i calculate between two or more different workbooks? Please, reply me as early as possible.

    • Hui... says:

      @Anand
      Open the workbooks you want to link to
      Start a formula = and click and change between workbooks as required.
      You can use the View, Switch window menu to change workbooks mid formula

      The format for using workbooks is
      =[Workbook.xlsm]Sheet1!$A$1
      or
      =SUM('[Book2.xls]Sheet1'!$A$1:$D$10)
      etc

  9. Shemi says:

    Hi Chandoo,
    I am working with a call centre wherein i ned to update at the month end 20 to 30 employees login hours which are defict to track it at the month end is very difficult is there any template which can be made to track that why on a particular day a guy who needs to be on calls was why not on calls.

  10. Denice Lognshaw says:

    Thank you so much Chandoo. This is really helping me. As usual, you rock.

  11. Mukesh Verma says:

    What's FortyTwoDays and Calendar in Name manager?

    Both are unused and FortyTwoDays doesn't make any sense.

  12. Dave says:

    I have a SQL db that contains records of events scheduled/completed on a particular date. Can this method ous building a calendar be used to display those events on the respective day?

  13. Jan Halliday says:

    Positively awesome!
    I'm attempting to help a friend create a schedule for adult classes - and of course its not"paid help".  Here is the scenario:
    20 classes, instructor, room#, student class size, start date, number of class days (need to subtract weekends)

    class
    instructor
    room
    students
    start
    #days

    PATH
    karen
    201
    21
    01/01/13
    11

    BILLING
    jane
    401
    15
    01/12/13
    13

    MEDISOFT
    mike
    301
    11
    01/25/13
    9

    he'd like to see these classes show up in different colors within the same month's calendar chart.  He can draw it, but I'd like to see it done automatically through data, and I just can't visualize it, but I KNOW this will work - can you help?
    Jan 🙂
     

  14. Chan Tean says:

    Dear chandoo,

    Try many way to download still can't access. Any way we want to try out 3 shifts with 3 guys in a group .eg Group A Morn, Group B Night and Group C Rest. And every each group must work on sunday to take turns. In fact we are security teams so that's why sunday is required to work. Pls guide and show how to put in the working calendar. Thank you in advance.

  15. Veronica Burggren says:

    I've been trying to copy and/or recreate this to use in a workbook I'm doing for the transportation department I'm working for. I need to have the calendar on the first sheet in my document (it has graph's from data on another sheet). I'm trying to use it to track (with the conditional formatting) accidents and injuries. I've redone the conditional formatting to do 4 different accident types (no injury, near miss, OSHA recordable injury and work loss injury), but when I enter the formula's you have in the calendar portion where it says "DateOfFirst-FirstWeekDay" I can't figure out how you did that. Are you able to help?

  16. Pipin Fantom says:

    I would like to use Excel to solve the following problem for a community work. I want to create a Driver schedule for a given month from a pool of volunteers for a community service. Each of these volunteers can drive only on specific days in a week. I would like to populate the driving schedule for each weekday with primary, secondary and tertiary drivers in a random fashion so that I do not overburden one person. I would greatly any help you can provide.

  17. Ravichandra says:

    Hi chandoo,
    Thanks for your valuable effort for create this template and let me know how to add multiple employees in the the Roaster.

  18. Savitha says:

    Hi Chandoo,

    This article on shift roaster is very helpful. Could you please let me know how i can use the same for n number of resources who work 24/7, considering their leaves and holidays?

    Thanks,
    Savitha

  19. Balu says:

    Hi Chandoo,

    This article on shift roaster is very helpful to all. Could you please let me know how i can use the same if I want to add for some more shifts, since the color is not getting change if I add more shifts like 4,5 etc.,

    Thanks,
    Murali

  20. Sarah says:

    How can I change the date to 2017 under Shift Data worksheet.

  21. Cad says:

    solution 1:
    mydata=B2:C16
    stoplist=E2:E8

    =LET(RNG,A2:A16,SMR,C2:C16, F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),SUM(SMR)-SUM(SMR*F))

    =LET(RNG,A2:A16,SMR,C2:C16,RH,N(B2:B16=B2), F,(RNG=E2)+(RNG=E3)+(RNG=E4)+(RNG=E5)+(RNG=E6)+(RNG=E7)+(RNG=E8),TOT,SUM(SMR)-SUM(SMR*RH*F),SUM(SMR*RH)-SUM(SMR* RH*F))

    ALTERNATE SOLUTION
    =SUM(C2:C16)-SUM(FILTER(C2:C16,ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))))

    =SUM((B2:B16=B2)*(C2:C16))-SUM((ISNUMBER(BYROW(A2:A16,LAMBDA(a,TOROW(SEARCH(a,E2:E8),2))))*(B2:B16=B2)*(C2:C16)))

  22. Cad says:

    let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Replaced Value" = Table.ReplaceValue(Source,null,";",Replacer.ReplaceValue,{"Column1"}),
    #"Transposed Table" = Table.Transpose(#"Replaced Value"),
    #"Removed Other Columns" = Table.SelectColumns(#"Transposed Table",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"}),
    #"Merged Columns" = Table.CombineColumns(#"Removed Other Columns",{"Column1", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16", "Column17", "Column18", "Column19", "Column20", "Column21", "Column22", "Column23", "Column24", "Column25", "Column26", "Column27", "Column28", "Column29", "Column30", "Column31", "Column32", "Column33", "Column34", "Column35", "Column36", "Column37", "Column38", "Column39", "Column40", "Column41", "Column42", "Column43", "Column44", "Column45", "Column46", "Column47", "Column48", "Column49", "Column50", "Column51", "Column52", "Column53", "Column54", "Column55", "Column56", "Column57", "Column58", "Column59", "Column60", "Column61", "Column62", "Column63", "Column64", "Column65", "Column66", "Column67", "Column68", "Column69", "Column70", "Column71", "Column72", "Column73", "Column74", "Column75", "Column76", "Column77", "Column78", "Column79", "Column80", "Column81", "Column82", "Column83", "Column84", "Column85", "Column86", "Column87"},Combiner.CombineTextByDelimiter("|", QuoteStyle.None),"Merged"),
    #"Split Column by Delimiter" = Table.ExpandListColumn(Table.TransformColumns(#"Merged Columns", {{"Merged", Splitter.SplitTextByDelimiter(";", QuoteStyle.Csv), let itemType = (type nullable text) meta [Serialized.Text = true] in type {itemType}}}), "Merged"),
    #"Added Prefix" = Table.TransformColumns(#"Split Column by Delimiter", {{"Merged", each "|" & _, type text}}),
    #"Replaced Value1" = Table.ReplaceValue(#"Added Prefix","||","|",Replacer.ReplaceText,{"Merged"}),
    #"Split Column by Delimiter1" = Table.SplitColumn(#"Replaced Value1", "Merged", Splitter.SplitTextByDelimiter("|", QuoteStyle.Csv), {"Merged.1", "Merged.2", "Merged.3", "Merged.4", "Merged.5", "Merged.6", "Merged.7", "Merged.8"}),
    #"Removed Columns" = Table.RemoveColumns(#"Split Column by Delimiter1",{"Merged.1"}),
    #"Removed Duplicates" = Table.Distinct(#"Removed Columns")
    in
    #"Removed Duplicates"

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