Posts Tagged ‘Spreadsheet’

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Get Value from the Text Function in Excel

07/01/2010

I’ve been doing a little bit more work with some spreadsheets recently and I came across a situation where I needed to work with a date and carry out a comparison to a string of text.  My first attempt fell short as it wouldn’t get the value I wanted, but Excel’s TEXT() function came to my rescue.

The issue came about like this.  I wanted to take a date in the format “dd/mm/yyyy” in one cell and display it in a short date format of “mmm-yy” in the cell next to it.

e.g.  “07/01/2010” in cell A1 and “Jan-10” in the neighbouring cell A2.

My original approach was to set the second cell to pick up the value of the first.  So taking the example above A1 would contain “07/01/2010” and cell A2 would contain a formula “=A1”.  I then set the formatting on cell A2 to a custom format “mmm-yy”.

I next wanted to check if cell A2 was equal to “Jan-10”.  This was where the issue arose as although cell A2 displays “Jan-10” its value is actually “07/01/2010″ … the value in cell A1.

The solution was to set the formatting of the A2 cell back to ‘general’ and then change its formula to… =TEXT(A1,”mmm-yy”)

The value of cell A2 is then “Jan-10”.

For me this highlights the difference between the content (what is typed into the cell, i.e. the formula), the value (what the formula evaluates to), and what is displayed (the value can be formatted to change how the user sees it on screen/printed).

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Excel – Special Names in Dynamic Lists

15/03/2009

I posted earlier about a better way for producing dynamic lists in Excel.  One of the “tricks” I used to simplify things was using the text values of the items in a primary list to identify a secondary list to use.

i.e.

Define the drop down lists

Define the drop down lists

Here We have three lists with the options set as named ranges called “Type”, “Fruit” and “Vegetable”.  Using data validation, drop down lists and Excel’s INDIRECT function means that if “Vegetable” is selected from a drop down linked to the “Type” list as a primary list, a related secondary list drop down will dynamically link to the “Vegetable” named range to validate the drop down.

This eliminates the need to do any complex lookups, but complex lookups look like the option when confronted with a primary list that contains entriess that would be invalid as names for a named range.

For example if we were looking at say UK regions and cities then an entry of “North Yorkshire” in the primary list would cause an issue as it contains a space which is an invalid character in an Excel name.

My solution is to replace the space in the naming of the range with an underscore.  This obviously won’t match to the entry in the primary list but we can use a quick substitution to accommodate this.

Simply put we might have something like in the data validation list entry for a cell linked to cell A2:

=INDIRECT(SUBSTITUTE(A2,” “,”_”))

This would simply replace the spaces with underscores and provide the valid name for Excel to use.

If we’re using the full validation option from my previous post on data validation, then this substitute would be moved into the function of the working area.  So using the same example as the previous post:

Cell D4 would now contain the following function:

=IF(B4=””,””,SUBSTITUTE(B4,” “,”_”))

Cell C4 would (still) contain the following for its data validation list source:

=INDIRECT(D4)

So we can still avoid complicated lookup functions and still keep things relatively simple and instantly readable.

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Excel – Dynamic Drop Down Lists with Full Validation

15/03/2009

This post has now been migrated to ThoughtAsylum.com.

Follow this link to go directly to the article.

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Excel – Multiple Worksheet Macros

01/02/2009

A little while ago I was asked by one of our finance team to see if I could help reduce the workload required in maintaining a reporting Excel spreadsheet. Along with some very specific automation amendments to the spreadsheet I also created something quite generic to allow a macro to be run against multiple worksheets in an Excel workbook.

Originally finance were spending hours making amendments to 96 worksheets! This little helper allowed them to run the other amendments I made and process the whole workbook over their lunch hour (with time to spare).

Behind the scenes there’s a dialog box with a bit of VBA code that you call with the name of the macro you wish to run.   The spreadsheet includes a test function to show how to call the dialog box:

Select the macro to run

Select the macro to run

Public Sub MyTestMacro()
    LoopThroughWorkbooks ("MyMacro")
End Sub

Private Sub MyMacro()
    Range("B2").Select
    ActiveCell.FormulaR1C1 = "xx"
End Sub

When the macro is called it will then display a dialog box with a list of the worksheets in the active workbook. Use CTRL and SHIFT to select the worksheets you want to run a macro against and then let it go.

Select worksheets

Select worksheets

Once you’ve selected the worksheets, just click the Run button and sit back.  Excel will then simply activate each of the selected worksheets in turn and run the macro you’ve specified.

The whole thing is available in a form (frmRunMacroOnManySheets) and a code module (modLoop) for you to download in the spreadsheet below.  Simply copy these into a common workbook or the one in which you specifically need to run a macro against several worksheets.

If you do find this useful please include a link back to this blog.

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Excel – Get Worksheet Name

06/01/2009

I was working on an Excel spreadsheet a couple of days ago where I wanted to automatically pick up the name of the current worksheet to use in a VLOOKUP function.  I came up with the following combination of functions to get it for me…

RIGHT(CELL("filename",$A$1),LEN(CELL("filename",$A$1))-FIND("]",CELL("filename",$A$1)))