Cougar Mountain Software    

Cougar Mountain Software Support Productivity Tools

For Cougar Mountain Software Support's
Professional Version (all versions)


Excel Tips

 


Get Rid of Those Pound Signs
If you enter a formula and receive a plethora of pound signs (#), things aren't as bad as you might think. This return simply indicates that the calculation for your formula is too large for the column. Drag the column to a larger width until your numerical value returns.


Squint Less by Zooming In
Diminish eyestrain by magnifying your spreadsheet display. From the Zoom box, select the
size you want or enter a number from 10 to 400. The higher the number you choose is, the bigger your display will become. Adjusting the magnification will make the display easier to read, but will not affect the size in which the spreadsheet is printed. If you wish to change the actual print size, adjust the scaling by selecting File/Page Setup and accessing the Page tab in the pop-up window.

 

 


Use Trendlines to Forecast With Your Data
Trendlines help you forecast a trend using the data you've already collected. You can create a trendline from the data you already have and extend it forward or backward to forecast a range of numbers (hours, sales, or quantities) over a defined period of time. Here's how.

1. Select the range of cells in your table that you want included in the forecast.
2. Click the Chart Wizard icon. Leave all the options as they are and click Finish to create a default column chart.
3. Right-click any data column in the chart and select Add Trendline. Click Linear, then select the Options tab.
4. On the Options tab under Forecast, click the up arrow until it shows the range of periods you want included. For example, if your chart is set up for the periods to equal quarters and you want to forecast for the next six quarters, you would click Forward six Periods. Click OK.

The trendline will appear on the chart.

Using these basic instructions, you can experiment with other types of trendlines to determine which yields the most effective forecast.

 

 


Create Exponential Values 
There's more than one way to conjure up numerical
powers. To create exponential values in Microsoft Excel,
you can use a caret before the power you wish to use.
For example, four to the second power (four squared)
would be denoted by 4^2. You can also create
exponential figures with the POWER value, with the
primary number and its power listed as an ordered pair.
In this method, you would denote four to the second
power simply with the formula line =POWER(4, 2). 

 

 

Use the Excel Sample Files
Excel 2000 includes a handy sample file, samples.xls,
that contains information about worksheet functions,
macros, conditional formatting, and other useful options.
It also contains demonstrations that you can run to test
the options for yourself. You'll find the samples directory
file in your Microsoft Office directory.

 

 


Change the Cursor's Default Direction
By default, Excel moves your cursor down one cell
whenever you press the Enter key. To change the
direction the cursor moves when the Enter key is
pressed, select Options from the Tools menu. Click the
Edit tab and select the direction you want the cursor to
move from the pull-down menu labled Move Selection
after Enter. Finally, click OK to save your settings.

 

 

 

Microsoft Excel Tips Newsletter

Center Your Worksheet
Position your worksheet front and center on the printed page. To have Excel print your spreadsheet in the center of the page, select Page Setup from the File menu. Click the
Margins tab and check the boxes labeled "Horizontally" and "Vertically," which are located under the "Center on Page" heading. Click OK to save the settings and print your spreadsheet with a centered look.

 

 

 

Clean Up Extra Spaces
Eliminate extra spaces from imported text in Excel with the Trim function. To use, simply enter the following formula ("cell" is the cell with the extra spaces you wish to eliminate):


=TRIM(cell)

The cell in which you entered this formula will display the targeted cell's data without extra spac

 

Color Your Cells
Excel 2000

Color your cells any way you want with shading. First, select the cells you want to color. Once they are highlighted, click the arrow next to the Fill Color icon and choose the color you wish the selected cells to be. The highlighted cells will fill with your favorite color.

 

Conditional Formatting
Excel 97

Color-coding your data lets you tell at a glance whether your numbers are up or down. Using Excel's conditional formatting features, you can set up your sheet so that cells change colors depending on what their values are--a great way to make your cells easy to read.

1. Select the cells that you want to color-code. To select noncontiguous cells, hold down the Ctrl key as you click.

2. Select Format/Conditional Formatting. In the Conditional Formatting dialog box, you'll set the conditions for the cells. In the first field on the left, decide whether you want the condition based on the value of a cell or formula. In the second field, select which conditional terms apply. In the third field, fill in the value for the cell, or use the third and fourth to fill in a range. For example, if you want to create a conditional format for a Total cell, you can select Cell Value Is for the first field, Greater than or equal to for the second, and enter
1,000 in the third field as the value.

3. In the same dialog box, click Format to set the cell's appearance when the condition is met. You can set options related to font, border, and pattern. If you just want to set the color, choose the Patterns tab and select a color for the cell. For our example, you might select green, so that the Total cell will glow green when it hits the 1,000 mark.

4. Click OK to complete the first condition.

5. If you want to add another condition to the cell, click Add and repeat the steps to fill in Condition 2. Otherwise, click OK to put the conditional format in place.

 

Count the Days
Excel 2000

Measure time by counting the days with Microsoft Excel. To do so, simply use the DAYS360 function with the two dates you want to span enclosed in quotes and separated by a comma within parentheses. For instance, if you wish to count the days between Christmas of 1997 and Independence Day of 1998, simply enter the formula =DAYS360("12/25/97", "7/1/98") to retrieve your date count. Keep in mind that the order in which you place these dates within the parentheses controls the direction in which the days are counted. That is, if your second date value occurred before the first date value, your result will be a negative number.


Digitally Sign Your Macros
Excel 2000 supports digital signing of macros so you can set them to run without a warning appearing. To create a digital certificate, you must have the Digital Signature for VBA Projects option installed (install it using the Custom Install option).  Use Windows Explorer to locate the file selfcert.exe, and run it to set up your certificate. Apply the certificate by opening a file containing a macro and selecting Tools/Macro/Visual Basic Editor. In the Project Explorer, select the module containing the project to "sign" and select Tools/Digital Signatures. Select your certificate and click OK. When you next open the file, the Security Warning dialog will
appear; check the "Always trust macros from this source" box and click Enable Macros. Now any macros you sign with your digital signature will run on your computer without warning.

 

Drag and Drop Web Data
Excel 2000

Excel 2000 lets you select and drag data from a table on a Web page and drop it with its formatting intact into any Excel worksheet. Open the Web page in IE 5 and highlight the table. Drag the data off the browser and drop it onto your open workbook, or hold your mouse over the Excel icon on the Taskbar, wait while the Excel window appears, and drop the table in position on your worksheet.

Enter More Than One Line of Data in a Cell
Microsoft Excel 2000

Excel provides two ways for you to display multiple lines of data in a cell. Press Alt-Enter to start a new line while you're typing or editing data. Or you can select the cell, go to Format/Cells, click the "Alignment" tab, and then select the "Wrap text" check box. Data in the cell will then wrap to fit the column width. You can make the column wider or narrower to adjust the width of the data.

Fractions or Decimals?
Excel 2000

If Excel's practice of reporting decimals as fractions out of 100 fails to satisfy you, raise or lower its accuracy standard. You can have Excel convert decimals to numbers with a specific number of denominator numerals. To do so, click the cell(s) for which you want a more detailed decimal and select
the Cells option from the Format pull-down menu. Select the Fraction option from the Numbers tab. In the Code text box, enter a pound sign (#) followed by a space and the question marks representing the accuracy of fraction you desire. For instance, if you wanted your decimal to be converted to a three-digit fraction, you would enter # ???/??? in the Code text box. Make sure the question marks representing the numerator are equal in number to those representing the denominator.

Function Efficiently with Excel's Formula Palette

The Formula Palette is a great tool for building formulas with functions you may not be familiar with. To access the Formula Palette, just click the equal sign (=) in the Formula Bar and select the function you need to work with from the drop-down list to the left of it. You can then use it to define the arguments for the function. However, one drawback to the Formula Palette is that it may obscure the range of cells you're working with--particularly if the function has many arguments. Fortunately, the palette isn't locked in place.
Simply drag it with your mouse to a section of your worksheet that's out of the way of your data.


Hide Excel Values with a Null Format
Sometimes you may want to hide values in individual cells. You can do this by assigning a null number format to the cells. To do so, select the appropriate cells. Then, choose Format/Cells from the menu bar. Select Custom from the Category list box. Then, in the Type text box, enter three semicolons (;;;). Finally, click OK.

 

Keep an Eye on Excel Ranges with a Custom Zoom

You'll often want to zoom out the view of your worksheet to get a better look at your spreadsheet's layout. Unfortunately, your bird's-eye view of the data can make keeping track of the information an optometrist's nightmare--even at just a 50 percent zoom. Ironically, you might be able to prevent some eyestrain by zooming out even more. To do so, you'll first need to use named ranges in your worksheet. Also, you must
be in Normal view, not Page Break Preview. When you're ready to zoom out your view, select View/Zoom from the menu bar. Select the Custom option on the Zoom dialog box, enter 39 in the percentage text box, and then click OK. The range names appear in faint blue lettering in the appropriate places. Note that the range names only appear on the screen; they won't print with your data.

 

Lay Out Text Smoothly
Excel 97

Merge cells in order to display blocks of text in a spreadsheet smoothly.

1. Select the group of cells you'd like to merge, and right-click to bring up the Shortcut menu.
2. Choose Format Cells.
3. From the Alignment menu, check the Wrap Text and Merge Cells boxes. Click OK.

Make Ideal Indentations

Excel's indent feature opens many formatting options, including outline-style multiple indentation, allowing you to indent as many as 16 levels. To indent a range of cells, select the cells and click the Increase Indent button on the Formatting toolbar. To indent one cell in the range more than the others, forming a hanging indent, select that cell and click the Increase Indent button again.

Open Specific Spreadsheets at Start-Up
Excel 2000

Instantly access a frequently used spreadsheet each time you open Excel. To do so, select Save As from the File menu while in the desired spreadsheet. When the Save As dialog box appears, locate the Xlstart folder, located in the Office directory. Click the Save button to save the file to this folder. The file you have selected will open automatically each time you start Excel.


Print Selectively
If you want to print part of your worksheet rather than the whole thing, select the portion you want to print and select File/Print. In the Print What area of the dialog, choose the Selection option. Click Print to print the selection, or click Preview to view it.

 

Resize Cell Contents With Ease
Excel 2000

Resize cell contents without constantly dragging column and row boundaries. To do so, use Excel's Shrink to Fit feature. Select the cells you wish to resize and then select Cells from the Format menu. Click the Alignment tab and check the box labeled "Shrink to Fit." Click OK to automatically resize all rows and columns to functional dimensions. Keep in mind that you might encounter difficulty using this option if you are using the Wrap Text, Justify, or Fill options.

 

Rotate Column Headers
Excel 97

Column headers never seem to fit the way you want them to, but you can solve this problem using Excel 97's new Rotate Text tool.

1. Select the cells containing the column headers.
2. Right-click the selection, then choose Format Cells from the shortcut menu.
3. Click the Alignment tab, and choose 45 degrees in the Orientation box.
4. Click OK to apply your settings.

See Excel's Page Breaks ( Excel 2000)

Excel 2000's page break preview shows you exactly where a large worksheet will break into different pages when printed. To see this, pull down the View menu, and select Page Break Preview. You'll see the pages marked on your worksheet with blue borders and the page numbers in gray. You can move the page breaks by dragging them with your mouse. Choose View/Normal to return to the standard editing screen.

 

Share Files With Older Excel Versions ( Excel 2000)

If you're working with people using older versions such as Excel 5.0 or 95, you can share Excel 2000 files with them without losing your formatting by saving them in dual file format. In the File menu, choose Save As. In the list labeled Save as type, select Microsoft Excel 97-2000 & 5.0/95 Workbook (*.xls). Note that you’ll lose any options not supported by 5.0 or 95 if you alter and save the file in an earlier version.

Sharing Custom Number Formats

When you create a custom format, those formats are only available in the workbook in which they were created. There are several ways you can make a custom format available to other workbooks.

In the workbook that contains the custom formats (the source), you can copy a value that has the custom format applied to it to another workbook (the destination). The custom format is added to the destination workbook's list of custom formats. This is one of the easiest ways to share a custom format with an existing workbook. Another option is to create a style for the custom formats and then share the style with another workbook. The disadvantage to this approach is that every time you want to use the custom formats in a new workbook, you have to open a file that contains the formats (the source workbook) and copy the styles to the destination workbook. This is inconvenient to say the least.

Likewise, the first time you store a macro or VBA procedure in the Personal.xls file, the file is created and opened each time you open Excel. You could conceivably open the Personal.xls file and create the custom number formats there--thus making them available to all workbooks you open. The difficulty here is that in order for the Personal.xls file to exist, you have to create and store a macro/VBA procedure in it.

Another alternative is to use Autotemplates. What is an autotemplate? Glad you asked! When you create a new workbook or insert a new worksheet, the settings for the book or sheet come from the autotemplates. So if you want to adjust some of Excel's settings (like the default print header or custom number formats), you can do so in the autotemplates. Every time you create a new book or insert a new sheet, the custom settings you defined are there. In the case of custom numbers, since they are associated with the book and not independently customized per sheet, you only have to create a book autotemplate.

To create a book autotemplate for custom number formats, start a new workbook and create the custom formats. Then save the book as BOOK.XLS in the XLSTART folder. In Windows 98, this folder is located at C:\Program Files\Microsoft Office\Office\XLStart. The drawback to this option is that it only shares the formats with new workbooks. You will want to use the copy/paste method to share custom formats with existing workbooks.

Use AutoFill for Autoformatting Excel 97

Excel's AutoFill option makes it easy to add series of numbers--dates, month names, and so on--into a worksheet. AutoFill copies formatting as well as the text, which also makes it a great option for one-step column headings. For instant months of the year, for example, type January in a cell, and format it as you like. Then click in the cell, hold your mouse pointer over the cross in the lower right corner, drag it
horizontally until the ToolTip says "December," then release your mouse button.

Use Comments and Reminders - Excel 2000

Add comments and reminders to individual cells in Excel. Click the cell where you want to put a comment and select Comment from the Insert menu. Enter your comment and click outside the comment box when finished. Cells with comments are denoted by a small, red triangle located in the upper right-hand corner of the cell. To read a cell's comment, move the mouse over the cell. To keep a comment visible, right-click the cell and select Show Comment from the pop-up menu. To hide the comment, right-click the cell and select Hide Comment from the pop-up menu.

 

Use Plain English for Formulas - Excel 97

Want to create a formula but avoid tinkering with cell references? In Excel 97, you can use regular words and let Excel figure out the formula. 

1. Revenues and Cost. To figure out profit or loss, type the word-based formula cost-revenues in a new cell, and hit Enter.

2. Double-click the cell with the formula to bring up Excel's Range Finder, which makes it simple to see where your cell references are coming from. The natural-language formulas are "smart," so you can change column and row headings and still maintain the correct cell references.

3. To copy this formula down the entire column, use the mouse to grab the AutoFill handle in the formula
cell, and drag it down to fill all the cells next to data columns.

Using the End Key - Excel 2000

The End key doesn't move you to the end of a horizontal line or row in Excel as it might in other programs. Because Excel rows extend endlessly, the End key needs a lit tle direction. When you press the End key and follow the keystroke with the right arrow key, your cursor will move to the last cell that contains data in the row. Similarly, following the End keystroke with the left, up, or down arrow key will move you in the corresponding direction of the cell most extremely positioned containing data.

When Two Axes are Better Than One - Excel 97

It's impossible to successfully plot large and small values such as sales figures and percentages along the same axis. You just can't see the small values. However, you can resolve this problem by using a second axis. Highlight one element in the small value series, right-click, and select Format Data Series from the pop-up menu. Click the Axis tab, then the Secondary Axis option button, and click OK. To change the way this series is plotted, highlight one element in the series, right-click it, select Chart Type, select a different chart type, and click OK. If you find it hard to select an element in the small value series, select any series on the chart and use the left or right arrow keys to move until the correct data series is selected.

 

Working With Decimals - Excel 2000

Customize your decimal placement with Excel. To do so, select Options from the Tools menu and click the Edit tab. Check the box labeled "Fixed Decimal." Next, click the arrows alongside the Places box to specify where you want the decimal point to appear. Click OK to enforce automatic decimal placement.


Automate the Month


Quickly enter the months of the year across a row or down a column by typing Jan or January into a cell. Click the cell and position your mouse pointer over the small box in its bottom right corner; the mouse pointer will change to a small  cross shape. Click and drag to the right or down the worksheet, and you'll see a small tip box appear, displaying the month
that will be entered into the cell you have selected. Continue moving until "December"  (or the last month you want to include) appears, and let go of the mouse. The names of the months will appear in the cells automatically. You can also do this with days of the week.

 

 

For more info, please fill the info below, call us on (714) 228-5444 or fax us at (800) 531-2944.


Name
Title
Organization
Work Phone
FAX
E-mail      
URL

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cougar Mountain SW

Please let us know what info we can send you now and what are the areas that are of most important to your organization.

Please fill in below, or call us on (714) 228-5444 or fax us at (800) 531-2944...

First Name (optional):
Last Name (optional):
Title (optional):
Organization (optional):
Work Phone (optional):
FAX (optional):
E-mail (required):        
URL (optional):

What info can we send you?

Select the area(s) that you are interested in:
 

 

Accounts Payable Module
Accounts Receivable Module
Bank Reconciliation Module
eMailing from Cougar
Excel integration

General Ledger  Module
Inventory incl. MRP      
Job Costing Module
Order Entry Module              
Payroll Module                   
Purchase Order Module            
Point of Sale Module   
Backing Up Tools
Credit Card SW
          & Merchant Accts
Credit & Collection Tools
Contact Mgt (CRM)
Data Exchg (import/export)
eCommerce Interface
           or Shopping Cart

Bar Coding Options
Fixed Assets
Fund Accounting
Forms for Cougar              
Faxing out of Cougar
Graphing for Cougar
Human Resource Tools Hardware-Computers, etc.
Internal Control Tools
Kit (Office Templates)
Lookups Enhancement
Lists (Business Lists)
Management Tools
Networking Issues
Speeding Things UP
Reporting Enhanced & Custom     
Security Tools
Shipping Tools                  
Sales Management Tools        
System Tools                    
Training Options                
Troubleshooting Tools      
Tax Tools (income & Sales Tax)
User-Friendliness               
Wireless Tools

 

 

 

 

 

 

 

 


Author information goes here.
Copyright © 2008 GPS Financial Services. All rights reserved.
Revised: 07/05/08

Cougar Mountain Software Support- Cougar Mountain Software Support- Product List Cougar-Magic

Cougar Mountain Software Support- Table of Contents relating to Cougar Mountain Software Support Cougar-Magic