Journal of Accountancy Large Logo
Technology
Format Many Excel Worksheets With A Single Click
By Stanley Zarowin
March 2005
Key to Instructions
To help readers follow the instructions in this article, we used two different typefaces:
Boldface type is used to identify the names of icons, agendas and URLs.
Sans serif type shows commands and instructions users should type into the computer and the names of files.
 
Q. Every month I have to custom-format 24 worksheets with a complex layout, and it’s tedious doing them one at a time. Is there some way to do it more efficiently?

A. Yes, you can group the worksheets so that any action performed on one automatically affects all the others. When the tabs are contiguous—that is, lined up next to each other—you can group them by clicking on the first tab and then, while holding down the Shift key, clicking on the last tab. If they are not contiguous, hold down the Ctrl key and click on each sheet you want grouped.

Now do your page setup in any of the grouped worksheets, and all the others will be similarly formatted. When finished, you must ungroup your sheets or any data added to one will be added to the others. To ungroup, click on any sheet not in the group or right-click on a sheet tab and select Ungroup (see screenshot at right).

Since you have to repeat the process monthly, another possibility is to create a template of the 24-worksheet file. That way you’ll only have to do the format once. To create a template, set up a new file with all 24 sheets formatted, then click on Save As to generate this screen:

Give a name to the file and click on Template (*.xlt) and then on Save. Now, whenever you need the file, click on New in the toolbar and the template name will appear on your right. Click on it and you’re in business.


Technology
Program Excel To Alert You To A Deadline
By Stanley Zarowin
March 2005
Q. One of my tasks is to keep track of due dates for certain financial statements in Excel, and since the dates are embedded in the statements, I’d like to program Excel to alert me when a deadline is approaching. Do you have any suggestions?

A. There are several ways to do that, but by far the easiest is to use the IF and TODAY functions. Here’s how.

Assume the due date is in cell A3 and you want an alert five days in advance. In column B add this formula:

=IF(A3<(TODAY()+5),”ALERT: DUE DATE”,””)

The formula checks A3, and if the current date is at least five days away, it will display the alert. To make it more prominent, consider coloring the alert cell red (see screenshot below).

To add a little pizzazz to the worksheet, you can program Excel to post the current date above the two columns. And so it’s clear the posted date is today’s date, and not some other due date, use a little Excel trick to combine both the current date and a brief text description, such as “Today is.” To do that, we’ll use a simple string formula:

=“Today is” & TEXT(NOW(),”dddd, mmm dd, yyyy”)

The final product looks like this:

 


Technology
Display A Worksheets Row And Column Labels
By Stanley Zarowin
March 2005
Q. When I’m working on a large spreadsheet with labels running down column A, I use Freeze to keep the labels in view no matter how far I scroll to the right. But if I also have labels across row 1, how can I keep both sets of labels in view?

A. It’s really quite simple but not very intuitive. Let’s use the worksheet below to illustrate.

If you highlight row 2 and then click on Windows , Freeze Panes , the labels for the four quarters and the fiscal year will always stay in view no matter how far down you move the cursor (see screenshot below). Notice the heavy black line above Gross profit: That’s the dividing line between cells always in view (above the line) and those that disappear when you move the cursor down.

However, column A labels will be lost when you move the cursor to the right. To also keep them in view, return to Windows and click on Unfreeze .

Now highlight cell B2, which is the intersection of the two freeze points. If we freeze at that point, all the cells above it and to the left of it will always remain in view (see screenshot below).

 


Technology
Make Taskbar Always Show All Open Files
By Stanley Zarowin
March 2005

Q. When I have several Excel files open, only the first one shows in my taskbar. However, when I open several Word files, they all show. What’s going on here

A. Windows works in mysterious ways. When I started to examine your question, I, too, was baffled for a few minutes. Of course you can control whether multiple files display in the taskbar: All you do is click on Tools , Options and the View tab and then place a check in the Windows in Taskbar box.

But I did not realize that setting the option in one Microsoft application does not also trigger it in all of them. So if you want all Excel files to show, run the same procedure in Excel.

  A BETTER SOLUTION: CUSTOM-PRINT VIEWS IN EXCEL
When a reader asked how to create a group of custom views of a spreadsheet ( Technology Q&A , JofA , Jul.04, page 96), I suggested he give each section of the worksheet a unique name, which can be recalled by selecting it from the Name Box drop-down list. But Joey Brannon, CPA, of Bradenton, Florida, reminded me of a better solution.

By using Custom Views ( View , Custom Views ) you can create many custom snapshots and also temporarily customize a section of a spreadsheet, give that view a name, show or print it and then return the format to its original state.

For example, start with this section of a spreadsheet:

First I want to show and print the results of all four quarters and the fiscal year; then I want to show and print only the third and fourth quarters and the fiscal year. Begin by highlighting the section that displays all four quarters and click on View , Custom Views , evoking this screen:

Click on Add , and in the space below Views type a name for it: Full year .

Now hide the first- and second-quarter results (using Data, Group and Outline, Hide Detail ) and highlight the newly formatted image. Again click on View , Custom Views and Add . Give it a name: 3rd & 4th Q, as shown below.

Continue to add views until you’ve covered all the possible presentation scenarios you require.

Recalling a custom view is a few mouse clicks away. Each time you want to display or print one of the scenarios, bring up Custom Views and click on its name.

    UPDATE : MAKE TEXT ON YOUR SCREEN APPEAR CLEARER
A few years ago Microsoft quietly introduced—but never promoted—a Windows utility designed to make the text on a computer screen appear clearer ( Technology Q&A , JofA , Oct.03, page 88). What Microsoft didn’t say was that the utility, ClearType, was really designed for liquid crystal displays (LCDs)—those newly popular flat screens. While the utility worked on conventional CRT (cathode ray tube) screens, the improvement was marginal. Now that more users have adopted flat screens, Microsoft has improved the utility and renamed it ClearType Tuner Powertoy.

To download it, go to www.microsoft.com/windowsxp/downloads/powertoys/xppowertoys.mspx .

Once loaded, it will appear as an icon (see screenshot below) in the Control Panel . To bring up the Control Panel , click on Start, Settings, Control Panel .

When you click on the icon to launch it, a wizard steps you through the setup, giving you a choice of several samples of type (see screenshot below); picking the clearest triggers an automatic fine-tuning of your screen display. The one on the left is slightly clearer.

    SHORTCUTS
Excel: A quick way to move from one worksheet to another in a file with many worksheets: Press Ctrl+Page Up to move to the left or Page Down to move to the right.

Excel: If you want more than one line of text in a single cell, force a line return by pressing Alt+Enter.

Excel and Word: A fast way to copy formatting or styles to multiple parts of a document or worksheet: Click on the word or number whose formatting you want to duplicate, click twice on the Format Painter , which looks like a paintbrush, then just click on any numbers or text you want similarly formatted. But don’t forget to disengage it by pressing Esc or it will continue to reformat everything you click on. For a one-time copy, click once on the Format Painter .

Google: If you know only part of a URL, you can still find what you want by typing allinurl : and then the fragment in the search box. Typing allinurl : CPA , for example, will bring up the CPA exam website, www.cpa-exam.org , and all other web addresses that include “CPA.”

 

STANLEY ZAROWIN, a former JofA senior editor, is now a contributing editor to the magazine. His e-mail address is zarowin@mindspring.com .

Do you have technology questions for this column? Or, after reading an answer, do you have a better solution? Send them to contributing editor Stanley Zarowin via e-mail at zarowin@mindspring.com or regular mail at the Journal of Accountancy , 201 Plaza Three, Harborside Financial Center, Jersey City, NJ 07311-3881.

Because of the volume of mail, we regret we cannot individually answer submitted questions. However, if a reader’s question has broad interest, we will answer it in a Technology Q&A column.

On occasion you may find you cannot implement a function I describe in this column. More often than not it’s because not all functions work in every operating system or application. I try to test everything in the 2000 and XP editions of Windows and Office. It’s virtually impossible to test them in all editions and it’s equally difficult to find out which editions are incompatible with a function. I apologize for the inconvenience.


Technology
A Better Solution: Custom-print Views In Excel
By Stanley Zarowin
March 2005
When a reader asked how to create a group of custom views of a spreadsheet ( Technology Q&A , JofA , Jul.04, page 96), I suggested he give each section of the worksheet a unique name, which can be recalled by selecting it from the Name Box drop-down list. But Joey Brannon, CPA, of Bradenton, Florida, reminded me of a better solution.

By using Custom Views ( View , Custom Views ) you can create many custom snapshots and also temporarily customize a section of a spreadsheet, give that view a name, show or print it and then return the format to its original state.

For example, start with this section of a spreadsheet:

First I want to show and print the results of all four quarters and the fiscal year; then I want to show and print only the third and fourth quarters and the fiscal year. Begin by highlighting the section that displays all four quarters and click on View , Custom Views , evoking this screen:

Click on Add , and in the space below Views type a name for it: Full year .

Now hide the first- and second-quarter results (using Data, Group and Outline, Hide Detail ) and highlight the newly formatted image. Again click on View , Custom Views and Add . Give it a name: 3rd & 4th Q, as shown below.

Continue to add views until you’ve covered all the possible presentation scenarios you require.

Recalling a custom view is a few mouse clicks away. Each time you want to display or print one of the scenarios, bring up Custom Views and click on its name.


Technology
Update: Make Text On Your Screen Appear Clearer
By Stanley Zarowin
March 2005
A few years ago Microsoft quietly introduced—but never promoted—a Windows utility designed to make the text on a computer screen appear clearer ( Technology Q&A , JofA , Oct.03, page 88). What Microsoft didn’t say was that the utility, ClearType, was really designed for liquid crystal displays (LCDs)—those newly popular flat screens. While the utility worked on conventional CRT (cathode ray tube) screens, the improvement was marginal. Now that more users have adopted flat screens, Microsoft has improved the utility and renamed it ClearType Tuner Powertoy.

To download it, go to www.microsoft.com/windowsxp/downloads/powertoys/xppowertoys.mspx .

Once loaded, it will appear as an icon (see screenshot below) in the Control Panel . To bring up the Control Panel , click on Start, Settings, Control Panel .

When you click on the icon to launch it, a wizard steps you through the setup, giving you a choice of several samples of type (see screenshot below); picking the clearest triggers an automatic fine-tuning of your screen display. The one on the left is slightly clearer.

 


Technology
Shortcuts
By Stanley Zarowin
March 2005
Excel: A quick way to move from one worksheet to another in a file with many worksheets: Press Ctrl+Page Up to move to the left or Page Down to move to the right.

Excel: If you want more than one line of text in a single cell, force a line return by pressing Alt+Enter.

Excel and Word: A fast way to copy formatting or styles to multiple parts of a document or worksheet: Click on the word or number whose formatting you want to duplicate, click twice on the Format Painter , which looks like a paintbrush, then just click on any numbers or text you want similarly formatted. But don’t forget to disengage it by pressing Esc or it will continue to reformat everything you click on. For a one-time copy, click once on the Format Painter .

Google: If you know only part of a URL, you can still find what you want by typing allinurl : and then the fragment in the search box. Typing allinurl : CPA , for example, will bring up the CPA exam website, www.cpa-exam.org , and all other web addresses that include “CPA.”

 

STANLEY ZAROWIN, a former JofA senior editor, is now a contributing editor to the magazine. His e-mail address is zarowin@mindspring.com .

Do you have technology questions for this column? Or, after reading an answer, do you have a better solution? Send them to contributing editor Stanley Zarowin via e-mail at zarowin@mindspring.com or regular mail at the Journal of Accountancy , 201 Plaza Three, Harborside Financial Center, Jersey City, NJ 07311-3881.

Because of the volume of mail, we regret we cannot individually answer submitted questions. However, if a reader’s question has broad interest, we will answer it in a Technology Q&A column.

On occasion you may find you cannot implement a function I describe in this column. More often than not it’s because not all functions work in every operating system or application. I try to test everything in the 2000 and XP editions of Windows and Office. It’s virtually impossible to test them in all editions and it’s equally difficult to find out which editions are incompatible with a function. I apologize for the inconvenience.


View CommentsView Comments   |  
Add CommentsAdd Comment   |  

AICPA Logo Copyright © 2010 American Institute of Certified Public Accountants. All rights reserved.
Reliable. Resourceful. Respected. (Tagline)