| HOME | ARCHIVE | CONTACT | ADVERTISE | SUBSCRIBE | AICPA

  Online Issues > April 2007 > Technology Q&A


 

 

Technology Q&A

by Stanley Zarowin

Data with a clickReorder lineup in a tableMove formulas canceling the location adjustmentAre extended warranties worth the cost?...Fast and easy format changesSimple way to hide Excel dataSurfing in public places is not safe

 
» 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 the names of files and the names of commands and instructions that users should type into the computer.

DATA WITH A CLICK
I’m preparing a memo for clients that contains definitions of many technical terms. Although I must include those definitions somewhere in the memo for nonaccountants, I don’t want the definitions to get in the way of the flow of the text; nor do I want them stuck at the end, thus making readers flip back and forth to read them. Can I add a button that, when pressed, will take a reader to the definition?

A hyperlink would be perfect for the job. A hyperlink is like a super bookmark that automatically sends a reader to a specific location either in the same document, another document or in Excel or PowerPoint. For example, if your Word memo needs to refer to data in an Excel spreadsheet, a hyperlink will do the trick. Here’s how it works in Word:

Place your memo in one document and all the definitions in another. Open both documents and click on Windows, Arrange All. That places both documents on the screen—one above the other (see screenshot below).

Now go to the definitions page and highlight the first definition, right-click on it and drag the text to the place in the memo where you want it to be available. Then release the mouse button, and this screen will appear (see screenshot below).

.

Now click on Create Hyperlink Here and the hyperlink (see screenshot below) will appear.

When readers come to the term “technical terms,” they just need to hold down the Ctrl key and click on the hyperlink and the definition pops up. To create links in Excel or PowerPoint, the process is slightly different. If the data you want to display with the hyperlink are in Excel, you must define the data with either a range or a name (see screenshot of defined data with the name “QuarterSales”).

Then copy the name, switch to the Word document, click on Edit and then on Paste as Hyperlink (see screenshot below).

That immediately pastes the hyperlink into the document (see screenshot).

To do it in PowerPoint, copy the slide, switch to the document and click on Edit and then on Paste as Hyperlink.

REORDER LINEUP IN A TABLE
I hesitate to use tables in Word because they are so hard to edit. For example, it’s a real pain to change the sequence of names from one place to another. Do you have any suggestions?

The trick is in the Alt and Shift keys. If you want to move Milo in the table below to the top rank, click in the Milo row, hold down the Alt and Shift keys together and press the up arrow as many times as it takes to bring Milo to the top.

This shortcut works just as well outside a table. You can reorder paragraphs as well as items in bulleted or numbered lists by using the same technique.

MOVE FORMULAS CANCELING THE LOCATION ADJUSTMENT
Excel is just too clever sometimes, especially when it second-guesses me—and, of course, it often guesses wrong. For example, when I copy a formula and enter it in a different cell, Excel decides to do me a favor and adjust the formula references so that it’ll now work as it did before—but now in the new cell. That’s not what I want. I want Excel to leave the references as they were. Do I have to go through the trouble of surrounding the references with dollar signs to make them absolute so they’ll stay put?

Excel takes loads of abuse for guessing wrong. And while some of the complaints are justified, quite often it’s the user who is at fault. In most cases when you copy a formula to a new location, you want Excel to automatically adjust the cell references; it’s a great convenience because you don’t have to go through the trouble of adjusting each reference manually. But when you want to keep the references absolute, there’s an easier way than using dollar signs: Copy the formula as text and then paste it to the new location. Here’s how:

Click on the cell with the formula you want to copy and press F2. That will convert the formula into text that will be visible in the cell. Now click and highlight the entire formula, go to Edit on your toolbar, click on Copy and press Enter. Then select the cell where you want to paste the formula, return to Edit and click on Paste. You also can copy just a part of a formula.

If you need to perform this function often, I suggest you use the Office Clipboard to speed up the task. If the Clipboard icon is not in your toolbar, you’ll find it under Tools, Customize (see screenshot below). Just drag the icon up to the toolbar.

Now when you need to copy a formula without absolute references, place your cursor in the cell with the formula and copy the image that appears in the Formula bar (fx)—not in the cell (see screenshot below).

That action pastes the formula in the Clipboard (see below).

You then can paste the formula wherever you please.

ARE EXTENDED WARRANTIES WORTH THE COST?
Should I purchase an extended warranty when I buy a new computer?
 

In my opinion, no. I know they sound awfully attractive. After all, wouldn’t it be great to just pick up the phone and have the insurance company send a repairperson?

But in my experience and in the experience of the editors of Consumer Reports, new computers—and all high-tech items, for that matter—fail so infrequently after the manufacturers’ warranties run out that the insurance policies are almost never used. Most such policies often produce a bigger profit for the retailer than does the computer itself.

FAST AND EASY FORMAT CHANGES
I like to format my memos with a line space between paragraphs for easier reading. Is there a formula or a macro to do that in one easy step?

I have something better than a macro: Press Ctrl+A to highlight the entire document and then press Ctrl+0 (that’s a zero), and Word adds a single line space (that’s a 12-point line space) before each paragraph.

And while I’m on the subject of quick and easy Word format changes, consider some of these shortcuts:

If reviewers returned your memo with their own formats in some paragraphs (justified rather than flush left, for example), you can cancel them by holding down the Ctrl button while selecting the changed paragraphs and pressing Q.

If you want to return the paragraphs to the Normal style, press Ctrl+Shift+N.

To convert lowercase letters to uppercase, highlight the letters and press Shift+F3. Press it again to convert to lowercase and once again to convert to upper-lowercase title format (first letters of each word are uppercase, the rest are lowercase).

To convert to small caps, press Ctrl+Shift+K.

If a whole sentence or paragraph is underlined, spaces included, you can removed the underlines between the words by pressing Ctrl+Shift+W.

To return text to its original Normal format, press Ctrl+spacebar.

SIMPLE WAY TO HIDE EXCEL DATA
Is there a way to hide the numbers in certain Excel cells without a lot of formatting fuss or the use of passwords? I need to be able to print versions of a spreadsheet without showing certain data. Likewise, I don’t want them showing in the worksheet, but I do want to be able to access them easily.

I know one way, and it surely is simple. Select the cell you want to hide and right-click on it. Choose Format Cells. Be sure you’re in the Number tab and scroll down to Custom and in the Type space, enter three semicolons (;;;) as shown in the screenshot below and click on OK.

While you can’t see the information in the cell, its contents are displayed in the Formula bar (see screenshot).

SURFING IN PUBLIC PLACES IS NOT SAFE
How safe are my data when I surf the Net or send and receive e-mail in an airport or hotel lobby?

 

Wireless surfing in public places leaves you vulnerable to many hazards. The major risk is unscrupulous people who use packet sniffers to capture packets of data as they pass between a computer and the wireless access point. The sniffers are software programs (many of which can be downloaded free online) capable of grabbing passwords and credit card numbers. If your wireless access is via a VPN (virtual private network), you’re safer because of its built-in encryption.

Other dangers lurk, too, when you use a public computer in a hotel. Because e-mails you send and receive and the Web sites you visit leave traces on the computer, the person sitting down at the computer after you may be able to access the information if you don’t actively erase it. Or the computer could have a secretly loaded program (called a keylogger) that copies and transmits your keystrokes to some remote location.

One low-tech security problem is the eavesdropper—that guy who sits next to you in the airplane and cranks his head so he can read what you have on your screen. For less than $50 you can buy a notebook privacy filter, which makes it impossible to view the screen from an angle.


Stanley Zarowin, a former JofA senior editor, is now a contributing editor to the magazine. His e-mail address is stanley.joatech@gmail.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 stanley.joatech@gmail.com or regular mail at the Journal of Accountancy, 220 Leigh Farm Road, Durham, NC 27707-8110.

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 forthcoming 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.

©2008 AICPA