Technology Q&A
Format many Excel worksheets with a single
click
Program Excel to
alert you to a deadline
Display a worksheets row and column
labels
Make taskbar
always show all open files
A better solution: Custom-print
views in Excel
Update: Make
text on your screen appear clearer
Shortcuts.
BY STANLEY
ZAROWIN
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. |
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FORMAT
MANY EXCEL WORKSHEETS WITH A SINGLE CLICK
Q. Every month I
have to custom-format 24 worksheets with a
complex layout, and its 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
contiguousthat is, lined up next to each
otheryou 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 youll 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 youre in
business.
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PROGRAM
EXCEL TO ALERT YOU TO A DEADLINE
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, Id 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. Heres 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
its clear the posted date is todays
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, well use a simple
string formula:
=Today is &
TEXT(NOW(),dddd, mmm dd, yyyy)
The final product looks like
this:

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DISPLAY A WORKSHEETS
ROW AND COLUMN LABELS
Q. When Im 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. Its really quite simple
but not very intuitive. Lets 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: Thats 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).

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MAKE THE TASKBAR ALWAYS SHOW
ALL OPEN FILES
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. Whats 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.
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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 youve
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.
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UPDATE: MAKE TEXT
ON YOUR SCREEN APPEAR CLEARER
A few years ago Microsoft quietly
introducedbut never promoteda Windows
utility designed to make the text on a computer
screen appear clearer (Technology Q&A,
JofA, Oct.03, page 88). What Microsoft
didnt 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.

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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 dont 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.
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STANLEY ZAROWIN, a former JofA
senior editor, is now a contributing editor to
the magazine. His e-mail address is zarowin@mindspring.com.
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| 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 readers
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 its 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. Its virtually impossible to
test them in all editions and its
equally difficult to find out which
editions are incompatible with a
function. I apologize for the
inconvenience.
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