More Windows Key Shortcuts

computer_key_Windows 

Here are two favorite shortcuts of mine. Both feature the underutilized Windows Key .

To Open an Explorer Window

  • Hold the Windows Key and press ‘E‘.

This combination offers a fast(er) way to get to your files and folders.

Explorer

To Open a ‘Run’ window

  • Hold the Windows Key and press ‘R‘.

To launch a program or access a file (provided you have the program name or file path), use this Windows Key combo.

Notepad

 

 

Cheers!
hɔuᴉnb

WinEvolution

Comments and questions are always welcome!

Additional recommended reading:

Automating the Spreadsheet using Check Boxes, DSUM & IF

In this post, we put this altogether with an interactive report. Using check boxes and DSUM the user will select what criteria to sum by.

4 of 4: Automating the Spreadsheet using Check Boxes , If Statements, and DSUM

In the previous posts we added Check Boxes to our spreadsheet, linked Check Boxes to cells, and created a conditional summation using DSUM. In this post, we put this altogether with an interactive report. Using Check Boxes, IF statements, and DSUM, the user will select what criteria to sum by.
Dsum_CheckBox
Click to enlarge

In the example depicted above, we sum the values in the Amount column based upon the criteria entered in column G.

Watch this ~3m video to learn more.

 

Adding and Linking the Check Boxes

DSUM_Checkbox Properties Linked Cell

  1. Insert two blank rows above the database.
  2. In the second blank row, add Check Box Form controls for each criteria value to be included in the summary. In the example depicted, we created Check Boxes for each region (see Adding a Check Box for instructions).
  3. Link the Check Box to the cell above: Right + Click on the Check Box, select Format Control, and enter above cell in the Cell link field (for more detailed instructions click here ). Repeat for each Check Box.

 

Creating the Criteria Column

DSUM_Checkbox Function dialog

We will use the IF function to copy the Checked labels into the criteria range

  1. In a blank column, enter the field name into the cell (i.e., ‘Region’) .
  2. Move cursor to the cell immediately below.
  3. On the Formula tab, in the Function Library group, click Logical and select IF.
  4. In the  Logical_test field, select or type Linked cell above the Check Box. In the example depicted below enter A3 to test Checked state for ‘North America.’
  5. In the Value_if_true field, select or type the Check Box cell. In the example depicted below enter A4 for the text ‘North America.’
  6. In the Value_if_false field, type ” – ” (dash in quotes).
  7. Click OK.

Repeat steps 2 through 7 for each Check Box value to be included in the summation.

To  test the IF statements, check and uncheck the boxes. When checked, the text associated with that Check Box will appear in the criteria column.

 

Inserting the DSUM function

DSUM_Checkbox Properties DSUM

  1. Select the cell to contain summation (i.e., F5).
  2. On the Formulas tab, in the Function Library group, click Insert Function. The Insert Function dialog appears.
  3. In the Search for function area, type DSUM and click Go. DSUM appears in the Selection function area.
  4. Click OK. The Function Arguments dialog appears.
  5. In the Database area, enter either the saved name or cell reference for the table (e.g., FoodInventory or A7:F255).
  6. In the Field area type the column heading to summarize, in quotes (i.e., “Amount”).
  7. In the Criteria area, type or select the cells that contain the criteria; this includes the column heading(s) and value to search for (i.e., G4:G8).
  8. Press OK.

Tip: Hide the criteria column to make the report appear less cluttered.

That’s it. Now, to add a region to the summation, check that region’s Check Box. To remove a region from the summation, uncheck it.

 

Cheers!

hɔuᴉnb

 

Previous post and additional reading:

Comments and questions are always welcome!

Using DSUM

3 of 4: Summing values using DSUM

(revised and expanded from an earlier post)
In the previous posts we added Check Boxes to our spreadsheet and linked those Check Boxes to cells to display True when checked and False when unchecked. In this post, we take a brief break from Check Boxes to explore the DSUM function. But don't fret, in upcoming post we will tie Check Boxes and DSUM together to produce an interactive report.
Click to enlarge

DSUM, short for Database Summation, enables you to summarize data in a table (aka, database) based upon a specific condition (aka, criteria). Similar to the SUMIF function, DSUM can employ Boolean (i.e., AND/OR) logic in its criteria.

=DSUM( database, field, criteria)

  • Database: the entire table, including row values, and headings
  • Field: the column containing numbers to sum
  • Criteria: condition to test for inclusion in the summary (contains field headings and value)

In the example depicted above, we sum the values in the Amount column based upon the criteria entered in B3:B4 (i.e., Region: Europe)

Watch this ~3m video to learn more.

 

Tip: when working with large data, name the cells to simplify formula entry.

To Name a Group of Cells

  1. Select all the cells.
    Tip: select one cell, then press CTRL + A to select all contiguous (touching) cells
  2. Click in the Name box, type name (e.g., “FoodInventory”) and press Enter.
    Note: Names cannot begin with a number, or include spaces.

Creating the Summation using DSUM

  1. Type criteria, entering the field names on one row and the condition to test right below it
    (i.e., In B3 enter Region and in B4 enter Europe).
  2. Select the cell to contain summation (i.e., A4).
  3. On the Formulas tab, in the Function Library group, click Insert Function. The Insert Function dialog appears.
  4. In the Search for function area, type DSUM and click Go. DSUM appears in the Selection function area.
  5. Click OK. The Function Arguments dialog appears.
  6. In the Database area type the name of database (i.e., FoodInventory).
    Tip: press F3 key to display list of named cells and select  from that list.
  7. In the Field area type the column heading to summarize, in quotes (i.e., “Amount”).
    Alternatively, you can enter the number of the summation column, counting from left of the table (i.e., 5).
  8. In the Criteria area, type or select the cells that contain the criteria; this includes the column heading(s) and value to search for (i.e., B3:B4).
  9. Press OK.

Next and  Final: Automating the spreadsheet using DSUM and Check Boxes.

Cheers!

hɔuᴉnb

 
Previous post and additional reading:

Comments and questions are always welcome!

Linking the Check Box to a Cell

2 of 4: Linking the Check Box to a Cell

In the earlier post, Adding Check Boxes, we added the Form Check Box control to our spreadsheet. In this post we explore adding an ActiveX Check Box to the spreadsheet, and how to link a Check Box to a cell. The linked cell will display True, when the Check Box is checked, and False when unchecked.
Click to enlarge
Form Check Box with Linked Cell

 

Form Check Box

Of the two types of Check Box controls, Form and ActiveX, the Form control is the simpler of the two types.

Form Check Box features:

  • simple management, with comparatively few options
  • compatible with the XLS file format (Excel 2003 and earlier)

Watch this ~3m video to see how to place the Form Check Box and link it to a cell.

To Link the Check Box Form Control to a Cell

  1. Add the Form Check Box control (for details, see earlier post or review the above video).
  2. Right + Click on the Check Box control and select Format Control.  The Format Control dialog appears.
  3. On the Control tab, click in the Cell link field, then type or select the cell.
  4. OK.

ActiveX Check Box

For more programming power, use the ActiveX Check Box. Similar to Form Check Boxes, the ActiveX Check Box has additional options.

ActiveX Check Box features:

  • additional formatting and programming options
  • designed to be associated with macros
  • compatible with the XLSM and XLTM file formats (macro enabled file and macro enabled template, respectively)

Watch this ~3m video to see how to place the ActiveX Check Box and link it to a cell.

To Link the Check Box ActiveX Control to a Cell

  1. On the Developer Tab, In the Control group, Click the ActiveX Check Box control, then Click + Drag to place on spreadsheet.
    Note: the spreadsheet is automatically placed in Design Mode.
  2. Right + Click on the Check Box control and select Properties.  The Properties dialog appears.
  3. Click in the Caption property field and delete the text (i.e., CheckBox1).
  4. For the BackStyle property, click drop-down and select 0 – fmBackStyleTransparent.
  5. Click in the LinkedCell property field and type the cell reference (i.e. F10).
  6. Close the Property dialog.
  7. On the Developer tab, click Design Mode to toggle Design Mode off.

 

Next: Using DSUM!

Cheers!

hɔuᴉnb

Previous post and additional reading:

Comments and questions are always welcome!

Adding Check Boxes

1 of 4: Adding Check Boxes

In these four post we will will create an interactive report using Check boxes and DSUM (and without the using macros). In this first of four, we start with adding Check Boxes.

Since Excel 2007, the use of macros in spreadsheets have added an additional element of complexity. Macros must now be stored in XLSM format, which raises a red flag in excel as a potential threat. In this series of posts, we eschew VBA and ActiveX automation, in exchange for ‘old fashioned’ excel programming, using form controls and statistical functions.

Check Box

Adding Check boxes to your spreadsheet can make it easier for you and your reviewers to edit spreadsheet data. The Check box tool is found on the Developer Tab. To add the Developer tab, click File, Options, Customize Ribbon, and check Developer.

To Add a Check box

  1. On the Developer tab, in the Controls group, click Insert Check box (Form Control).
  2. Using the mouse, Click & Drag to draw a Check box control. A Check box control is placed, consisting of the Check box and the label text.
    Tip: Hold down the ALT key as you Click & Drag to draw an object equal in size to the selected cell.
  3. Right + Click on the Check box control and select Edit Text. An insertion point appears.
  4. Delete the Check box label text (e.g. Check Box 1).
  5. Click & Drag rightmost selection handle to reduce the size of the Check box control.
  6. Enter your text into the cell that contains the Check box.
    Tip: To indent the text, on the Home ribbon, click the Alignment dialog launcher and increase the cell Indent to 2.

 

alignmentNext: Linking the Check Box to a Cell!

Cheers!

hɔuᴉnb

Additional reading:

Comments and questions are always welcome!