Today a finance person approached me. He had overheard me saying that I train people in Microsoft Excel while I was having lunch at the Coffee shop in the Savitri Cinema Complex in Greater Kailash 2. He wanted to learn macros in Excel. He had 2-3 hours time in the next few days! Could I give him one trial class. This guy was really a personality. I told him that a trial class was not possible and learning macros in Excel in 2-3 hours without any knowledge of Visual Basic for Applications would be difficult. He insisted that he wanted at least one class. OK, I said but this class is going to cost you. No problem he said. After 2 or 3 days I received a call that he would like to take a class tomorrow and whether I would be available at 11 a. m. I was free and I told him to come. When he arrived I started to explain to him what macros are and how we should start. He said he had a specific problem and whether I could help him find a solution. Of course, I said. I would not like to tell my real thoughts at that moment. He wrote his data which included product name, lot no, purchase price, projected closing balance, etc.
I wrote a macro using a 'do while loop'. I could make out that he did not understand a word. But when we ran the macro he was happy with the result, Next he wanted to know how to create a 'button' which when clicked would produce the same result. Although I could see that he understood nothing, he insisted that I go ahead. I had no problem because I thought I could create a video in the process and share with all people who have a basic understanding of macros or those who wish to learn macros. But the solution here is not for somebody who has never used a macro or Visual Basic for applications.
Relax and watch the video and don't forget to send me your comments please.
Macro in Excel for inventory solution
Saturday, November 14, 2009
Tuesday, November 10, 2009
Track changes in Excel worksheet
Meghna called me up after a few weeks. I knew she needed some solution to an Excel problem. As usual, she was very excited. Sir, my boss wants to know how everybody in our team can track changes to a budget or expenditure if the relevant person makes it.
Tracking changes in Excel worksheet data is truly important in a collaborative environment. Budgets, expenditure and sales forecasts can change unexpectedly and everybody in the team must know about the changes so that necessary action can be taken on time.
You can use conditional formatting with named ranges to track changes. This is a useful way of tracking changes and can give you a visual idea about the direction of the changes - both in the positive and negative directions. The 'track changes' feature in the review tab can also help track changes in an Excel worksheet.
The training video demonstrates both the methods.
Tracking changes in Excel worksheet data is truly important in a collaborative environment. Budgets, expenditure and sales forecasts can change unexpectedly and everybody in the team must know about the changes so that necessary action can be taken on time.
You can use conditional formatting with named ranges to track changes. This is a useful way of tracking changes and can give you a visual idea about the direction of the changes - both in the positive and negative directions. The 'track changes' feature in the review tab can also help track changes in an Excel worksheet.
The training video demonstrates both the methods.
Labels:
named ranges,
track changes,
track changes in Excel
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