Microsoft Excel 97 : Power Toolkit

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Format: Paperback
Pub. Date: 2000-04-01
Publisher(s): Iuniverse Inc
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Author Biography

Lisa A. Bucki, a freelance author and publishing consultant, also developed an interactive CD series on Office products. Among her many computer book credits is Managing with Microsoft Project. Jim Kinlan is president of KMT Software, Inc., and coauthor of the Winning Forms series. Scott Tucker, vice president of KMT's product development, is coauthor of numerous spreadsheet titles, including Inside Lotus 1-2-3 Macros.

Table of Contents

Introductionp. xxi
Introducing Excel 97p. 1
Overview of New Features and Features Geared for Power Usersp. 2
A Brief Tour of Excel 97p. 6
Onscreen Changesp. 10
Faster, Smarter Data Entryp. 12
Setting Excel 97 Optionsp. 25
Viewp. 27
Calculationp. 29
Editp. 33
Generalp. 35
Transitionp. 38
Custom Listsp. 40
Chartp. 42
Colorp. 43
Power Formattingp. 47
Workaday Formattingp. 48
Merging Cellsp. 48
Indenting Text in Cellsp. 55
Rotating Text in Cellsp. 59
Borders Changesp. 63
Drawing Tool Updates: OfficeArtp. 68
Adding a Worksheet Backgroundp. 86
Adding a Watermarkp. 88
Creating and Using Stylesp. 92
Conditional Formattingp. 95
Defining Conditional Formatsp. 96
Finding, Changing and Removing Conditional Formattingp. 102
Data Validationp. 104
Validation Examplesp. 108
Finding, Changing and Removing Validationp. 111
Working With Page Breaksp. 111
Charting Improvementsp. 114
Easier Access to Chart Commandsp. 114
New Chart Typesp. 114
More Informationp. 117
Easier Access to Parts of Chartsp. 119
Sharing Workbooksp. 123
Hiding and Revealing Datap. 124
Data Protectionp. 128
Adding and Removing Simple Password Protectionp. 128
Protecting and Unprotecting Elements of a Worksheetp. 131
Unlocking Cells and Hiding Formulasp. 132
Protecting and Unprotecting Workbook Elementsp. 135
Virus Checkingp. 137
Working With Commentsp. 139
Inserting and Editing Commentsp. 139
Selecting Commentsp. 141
Comments From Different Usersp. 142
Creating Better-Looking Commentsp. 143
Printing Commentsp. 147
Hiding and Showing Commentsp. 148
Deleting a Commentp. 149
Sharing Workbooks and Tracking User Changesp. 149
Accessing a Shared Workbookp. 150
Tracking User Changesp. 151
Using Tools I Share Workbookp. 154
Preventing Others From Removing Sharing or the Change Historyp. 158
Reviewing and Merging Changesp. 159
Viewing the Change History in a Separate Worksheetp. 162
Removing Sharingp. 163
E-Mailing and Routingp. 164
Macrosp. 171
This Is Not a Programming Bookp. 172
Recording Macrosp. 173
Running a Macrop. 178
Changing Macro Optionsp. 179
Deleting a Macrop. 180
Editing an Existing Macrop. 180
Installing Help for VBAp. 184
Writing Basic VBA Macrosp. 184
Key Conceptsp. 185
The Object Browserp. 187
Writing a Macrop. 189
The Stock Examplep. 191
Toggling With If... Then... Else...p. 201
Saving Typing: With and End Withp. 201
Using Variablesp. 202
Creating Your Own Functionsp. 203
Developing Onscreen Toolsp. 207
Assigning Macros to Onscreen Objectsp. 208
Customizing Toolbarsp. 211
Adding a Toolbar Buttonp. 211
Adjusting the Button Displayp. 217
Deleting and Moving Buttonsp. 221
Making Your Own Toolbarp. 222
Customizing Menusp. 224
Adding, Moving and Deleting Menu Commandsp. 225
Adjusting the Command Displayp. 229
Adding a New Menup. 231
Creating a Menu Bar (Actually, a Toolbar)p. 232
Resetting a Toolbar, Menu Bar, or Menup. 233
Keyboard Shortcuts for Editing a Toolbarp. 234
Saving an Onscreen Toolbar Configurationp. 234
Saving a Toolbar or Menu Bar With a Workbook or Templatep. 235
Auto_Open Macros and Toolbarsp. 238
Controlling Toolbars in VBAp. 239
Using Excel's Form Featuresp. 241
Using Formsp. 242
Printed Formsp. 242
What We Mean by "Online" Formsp. 243
Forms as Templatesp. 243
Distributing Form Files and Templatesp. 244
Basic Fill-In Formsp. 244
Adding Field Names and Blanksp. 244
Spruce Up the Form With Formattingp. 246
Protection Makes the Form Easier to Usep. 248
Beefing Up Fill-In Formsp. 250
Backgrounds and Graphicsp. 250
Formulasp. 253
User Guidance: Comments and Validationp. 254
Print Settingsp. 258
Forms With Power--Adding Controlsp. 258
Forms Versus ActiveX: Which to Choose?p. 259
Using the Forms Toolbarp. 260
Adding ActiveX Controls With the Control Toolbarp. 270
Creating UserForms (Dialog Boxes) With VBAp. 278
Creating a Dialog Box in the Visual Basic Editorp. 279
Displaying the Dialog Boxp. 293
Working With Excel Templatesp. 295
Excel 97 Templatesp. 296
Excel Template Advantagesp. 296
Creating a Workbook Based on a Templatep. 297
Using Custom Setup to Access Other Templatesp. 301
Opening and Editing an Excel Templatep. 302
Installing the Templates from the Companion CD-ROMp. 304
Opening the CD Templatesp. 306
Overview of Features in the Ventana Sampler Templatesp. 309
Examining the Template Toolbarp. 309
Entering Data in the Sample Templatesp. 311
Viewing Example Data in the Templatep. 312
Modifying an Example Templatep. 314
Understanding Formulas in the Ventana Sample Templatesp. 314
Entering Percentages, Dates and Tax Ratesp. 316
Entering Percentagesp. 316
Entering Dates in Calendar Templatesp. 317
Entering Dates in Other Sample Templatesp. 317
Entering Tax Ratesp. 319
Printing Example Templatesp. 319
Previewing Your Workp. 320
Printing the Template With the Highlights Onp. 321
Printing the Template Without the Footerp. 321
Using the Template Help Systemp. 321
Saving Your Workp. 322
Templates Included in the Ventana Sampler Folderp. 323
Building Your Own Templatesp. 357
Settings Saved in a Templatep. 357
Getting Startedp. 358
Creating a Workbook Templatep. 358
Creating a Worksheet Templatep. 360
Editing a Templatep. 362
Creating a Template That Tracks Datap. 363
Creating More Advanced Templatesp. 368
The Template Master Toolkitp. 369
Installing the Toolkitp. 369
Contents of the Toolkitp. 370
How to Use the Toolkitp. 370
The KMT Template File: Functional Overviewp. 370
Variablesp. 371
Modulelp. 372
Dialoglp. 373
Sheet Layout: Achieving the 3D Effectp. 374
Protection and Unprotected Cellsp. 375
Formula Logic and Transition Optionsp. 375
Monthly Calendar Formulasp. 376
Range Names and Scenariosp. 376
The Toolbarp. 378
Step-by-Step Template Creation Tutorialp. 379
VBA Codep. 384
KMT Tools (tools.xls)p. 406
Cross-Platform Issuesp. 407
Adding Tools to the Toolbarp. 407
Creating Help Filesp. 409
Installation Processp. 410
Sharing Data With OLEp. 411
Linking and Embedding in Excel 97 and Office 97p. 412
Source and Destinationp. 413
DDE Versus OLEp. 414
Working With Embedded Objectsp. 415
Embedding an Object With Excelp. 416
Editing the Embedded Informationp. 425
Using VBA to Share Data Between Applicationsp. 429
Linking Data in Excelp. 435
Linking With Paste Specialp. 436
Creating Linking Formulasp. 438
Linking Cell Picturesp. 440
Dragging Between Files and Applications to Link and Embedp. 441
Information Hyperlinkingp. 445
Adjusting a Linked Objectp. 448
Updating the Linked Informationp. 448
Making a Link Manual Onlyp. 449
Changing the Source Informationp. 450
Formatting an Objectp. 451
Working With the Business Plan Templatep. 452
Locating and Loading the Business Plan Filesp. 453
Working With the Business Plan Filesp. 453
The Business Plan Featuresp. 456
Working With Add-Insp. 463
What Add-Ins Arep. 463
Reviewing the Add-Ins That Come With Excelp. 464
Loading and Unloading an Add-Inp. 468
Using a Loaded Add-Inp. 470
Other Add-Insp. 474
Finding Add-Insp. 475
Installing a Third-Party Add-Inp. 476
Removing an Add-Inp. 477
Creating an Add-Inp. 478
Plan and Create the Featuresp. 478
Protect the VBA Codep. 481
Add a Description and Save the Add-Inp. 483
Working with Excel VBA Examplesp. 487
The Ultimate Financial Calculatorp. 488
Working With the Ultimate Financial Calculatorp. 489
Using the Template Toolbarp. 492
Exploring the Calculator Codep. 493
The Visual Almanacp. 510
Sample Chartsp. 512
How to Chart User-Defined Datap. 514
Exploring the Visual Almanac Codep. 516
Excel Onlinep. 529
Web and Intranet Overviewp. 530
Your Connectionp. 531
Internet Explorer 3.0.1p. 533
Browsing Web Informationp. 533
Help Menup. 534
In Dialong Boxesp. 535
With the Web Toolbarp. 537
Opening a File From an Internet or Intranet Locationp. 540
Working More Easily With FTPp. 544
Building Hyperlinksp. 547
Preparing to Publishp. 552
Methods for Publishing Excel Information to the Webp. 553
Using the Internet Assistant Wizardp. 553
Using the Web Form Wizardp. 561
Extra Stuffp. 570
Maximizing Effectiveness With Key Power Featuresp. 573
Creating Custom Viewsp. 574
Data Tablesp. 577
Goal Seekingp. 584
Solverp. 590
Generating a Solver Report or Saving a Scenariop. 597
Saving and Loading a Modelp. 601
Scenariosp. 603
Creatingp. 603
Showing a Scenario on the Worksheet and Editing the Scenariop. 605
Summary Tablesp. 606
Mergingp. 608
Creating Custom Reportsp. 609
Auditingp. 611
Mapp. 614
High-End Data Featuresp. 619
Databasesp. 620
Adding, Finding and Sorting Recordsp. 621
Filteringp. 626
Putting a Subtotal to Workp. 632
Group and Outlinep. 636
Creating a PivotTablep. 638
Working With AccessLinksp. 641
Querying Data From Other Sourcesp. 646
Conclusionp. 653
Indexp. 655
Table of Contents provided by Syndetics. All Rights Reserved.

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