After the first test of the mega formula that will create content of our calendar, I spotted a problem:
Oops, it just repeats the first matching record
Some formula tweaking is in order. I’m also going to trim the length of the Post Type entry to 2 characters, so only FB or TW will appear, And the Image (column E) will be trimmed to the last 3 characters, so only the file type will be visible.
I will use the current row number ROW() – 5 (the number of rows before the entries start) to help count down the entry list. I’ve also replaced the “stop” label with “” with empty quotes. Now when there is no matching entry, nothing will appear.
Adjusting the rows captured using the ROW function
As I mentioned earlier, I’m trimming the Post Type entry to 2 characters using LEFT. I also decided to force those two characters to uppercase using UPPER. So the previous formula will be nested inside the LEFT and UPPER functions:
While it has been a long haul building this spreadsheet, now is not the time to stop. The next step will be adding the conditional formatting to this spreadsheet.
I offer Excel template design services and training. Feel free to send me an email – catharine@mytechgenie.ca
Now, I need to start to pull the post type, time of post and post content from the Content sheet. Starting with the post type (which resides in Column C), the following INDEX function in cell B6 will do the trick:
=INDEX(Content!$C$1:$C$1187,B5,1)
This index formula uses the value from B5 to find the entry in row 530. And yes, at this point that is only the first entry for the day.
Index and If function results
Now, I’ll use an IF statement to build the formulas you see in column C6:
=IF(ROW()<6+C$5,”yes”,”stop”)
At this stage in the process I usually use the IF statement to display a label. “Yes”, means there is matching data in the source sheet. “Stop” means there is no longer matching data. The test in column F shows the formula is working.
Now I’ve proven that the each formula works in turn, I can combine them into a larger “mega” formula. Don’t forget that when building these larger formulas you can; expand the formula bar and use Alt+Enter to force the formula to wrap for easier reading.
Like this:
=IF(ROW()<5+(COUNTIFS(Content!$E:$E,”>=”&B$4,Content!$E:$E,”<“&B$4+1)),
INDEX(Content!$C:$C,(MATCH(B$4,Content!$E:$E,0)),1),”stop”)
You’ll notice that I’ve also stopped referring to a specific range in column E/C and instead reference the entire column. It doesn’t make any difference to the result of this formula and makes it a bit simpler to read. Also the Row adjustment number changes from 6 to 5 as I play with the layout of the spreadsheet. Changing the layout includes reordering the data, so that the time of the post comes first and adding a column that shows the path to any images used in the post.
Here’s a shot of the results of that formula:
The formula is expanded to more columns Now I’m capturing more columns of data
You’ve undoubtedly spotted that only the first entry is being captured and repeated. I’ll adjust the formula to correct that problem in my next post.
I offer Excel template design services and training. Feel free to send me an email.
Continuing from my previous post, showing my process in designing a spreadsheet.
Its’ starting to look a little bit like a calendar
Here I’ve placed each Day/Date heading over 3 columns (later I figured out I needed 4). Its’ starting to look a little bit like a calendar.
One of the things making the design of this calendar a little more challenging is that each day has a different number of posts. Anywhere between 2-20 depending on the days activities (library author quizzes, anyone?). So my formula needs to account for a variable number of entries each day, I can’t simply copy 20 lines and call it done. So, how will I do that?
Finding where each day starts and the number of entries on that date
I’ve put the following formula into B5, it will find the row that each days’ entries begin on:
=MATCH(B$4,Content!$E1:$E1187,0)
Here the MATCH function does the trick of looking on the Content sheet (where my database lives) and counting down the rows to find the date that matches, then it returns the value of the rows counted.
In C5 I’m using the following formula to count the number of entries on that date:
=COUNTIFS(Content!$E$1:$E$1187,”>=”&B$4,Content!$E$1:$E$1187,”<“&B$4+1)
The reasoning behind using COUNTIFS this way is because when dates are entered in the content sheet, sometimes a time is entered as well. The time remains unseen because of the formatting applied to the date column. I need to ensure I get every entry regardless of whether a time is present or not. Using COUNTIFS to count in a range will do this.
I’ll continue with the design process in my next post.
I offer Excel template design services and training. Feel free to send me an email.
Creating a spreadsheet is a creative act. The choices made about data, formulas, layout and colour all contribute to communicating clearly. Communicating clearly and well is, in my book a creative process.
So, I thought I’d walk through my process in designing a spreadsheet to take information from what is essentially a database layout:
This database view works fine for an Excel Nerd like me.
Into this view, a classic calendar view of the same information:
A weekly calendar view of the same information.
I’m planning to use the calendar view to share a social media posting schedule, as the people I’m sharing with aren’t Excel savvy (and why should they be?). I create the posting schedule in Excel, because I can easily save it in .csv format and upload it to Google Calendar. However, sharing the Google Calendar has drawbacks too, and it is simpler to print out a weekly calendar showing the planned posts.
When I began this process, I had some things sketched out in my mind. I wanted to enter a date and see the week around it. I always want to see the posts for the date in the context of the posts for the days around it. I also want a consistent layout of days – Sunday to Monday. Having the starting day of the week change each time would make it harder for my viewers.
That means I’m going to need to dynamically generate the dates based on the day of the week of my starting date. You can see my first pass below:
Dynamically generating the date based on the day of the week
I labelled cell A1 WeekStart, this will help me remember the purpose of the contents of cell A1.
I’ve labelled the days of the week, and above them in row 2, given each day a number 1-7. The day numbers relate to the way the WEEKDAY function works. I’ll be using the mode where the week starts numbering 1 on Sunday. Later I’ll hide that row, but for now having it visible is helpful.
You can see that I’m stepping out the formula in rows 4 – 6. When I’m designing a spreadsheet, I’ll often step formulas out like this. It helps me avoid errors and makes each step clear. Later I’ll consolidate the steps.
In row 4, I’m calculating the following:
=(WEEKDAY(WeekStart,1))-B$2.
You can think of it as a way to calculate the number of days (+/-) from my start date. By the way, I chose to start with May 1, because it was on a Wednesday. That made sure I could test my formulas well, a Saturday or Sunday starting day would make testing harder.
Once I know I can count backwards and forwards from my starting date, I use the following formula:
=WeekStart-((WEEKDAY(WeekStart,1))-B$2)
The WEEKDAY function calculates the day number of the week. Here, it returns the number 4(Wednesday).
From the number 4 I subtract the value in row 2. This gives me the number of days to subtract from the WeekStart value. You can see the results in rows 5 and 6. Row 5 is simply the unformatted date value, since sometime I find visualizing the pure number easier.
This turned out to be a 5 part series! I hope you’ll find the next 4 parts interesting.
I’ll continue with the design process in my next post.
I offer Excel template design services and training. Feel free to send me an email – catharine@mytechgenie.ca
Among the many reasons I love Word Styles, is how it makes the Navigation Pane more powerful and easier to use.
Find Navigation Pane on the View Ribbon
Turn on the Navigation Pane by going to the View Tab, Show Group and checking the Navigation Pane check box.
Unformatted text on the page and in Navigation Pane
At this point, if your text is unformatted, the Navigation Pane will not look that useful. But, watch what happens when I add styles to the unformatted text.
Text Formatted with Styles appears both on the page and in the Navigation Page
Now the text appears in the Navigation Page in the same style hierarchy used in the document. Now I can use the Navigation Page to quickly move around the document by clicking on the text I want to jump to.
Text can be collapsed and expanded
If there is a lot of text, it can be collapsed and expanded using the triangle buttons.
The Navigation Pane can be used for more than navigation, it can also be used to reorder/reorganize text in the document. For example, perhaps I wish to move the section on the “The Adventures of Pinocchio” after “Aladdin”. I can do this easily by clicking on that heading in the Navigation Pane and dragging it below the heading I want it to follow.
Results of using the Navigation Pane to reorder my document
Not only is that heading moved but all the subtext beneath it is moved as well. Fast and easy document reorganization!
I offer Word template design services and training. Feel free to send me an email.
Featured image from oxana v
A few weeks ago the following request came to me: “I have also been told that there is a way to change and update several … in a bulk fashion, that would speed up the process when customizing many documents for a specific job.” Of course, I immediately started thinking about a process that would allow one to smoothly update a group of standard documents. For example; every time a new customer is being set up.
I reached for the INCLUDETEXT field in Word. In contrast to inserting a file (which takes the entire contents of a file), the INCLUDETEXT field allows you to specify text within a file, when that text has been identified by a bookmark.
The Plan
Set up a “CustomerInfo” source document. Then in my standard documents (target documents), I’d use the INCLUDETEXT field to link to the relevant pieces of information stored in the source document. Updating would be a breeze, simply change the information in the source and the next time the fields are updated in the target document all the correct information will appear. In this process, the Customer Information source document would:
Always have the same file name
Be stored in the same folder as the rest of the customer files. If this is not the case, then the field code in the target document will need to be adapted from my example.
The Source Document
Setting up the source document is pretty straightforward – I’d make a form detailing the information to be collected. However, bookmarks are too easy to delete when adding or updating information. I’d use content controls nested inside the bookmarks. This also takes advantage of tabbing from one control to another, making it faster to input and edit information. The controls can be grouped or placed in a table. But don’t use the Locking options when creating the control. Locking a control prevents the target document from updating.
The Target Document
I’d place the following field in the target document {INCLUDETEXT "{FILENAME \P}\\..\\source document filename" bookmark}
Replacing the source document filename with the Customer Information filename (including the docx extension) and the bookmark with the name of the bookmark from the source document.
The {FILENAME \P}\\..\\ portion of the field extracts the path & filename of the current file and clips off the filename (using \\..\\), which allows you to substitute the source document filename. Hat tip to MS Word MVP Paul Edstein for this clever solution.
Updating
The INCLUDETEXT field is classified as a “warm” field in Word. This means it does not update automatically, but requires user intervention. The user needs to select the field and press the F9 function key to update. If multiple fields are used in the same document, use Ctrl + A to select the entire document, then press F9 to update all fields.
There are macros to update all the fields as well, but the keyboard commands are just as straightforward. Depending on the workflow, I might write a macro to loop through all the documents in a folder and force updating.
I offer Word template design services and training. Feel free to send me an email.
Here is a scenario: A running total of numbers, updated daily. You want to capture the previous day’s total, as you can see in the picture below.
Looking for the Previous Day’s total in a column of numbers
I’m showing the answer in two steps here, in real life I’d make it into one formula.
The first step is to capture the row number of the previous day’s total. Finding it using the numbers in Column C would be way too complicated. But Column B has the kind of data we can use.
Using the formula =LOOKUP(2,1/(B2:B29<>0),ROW(B:B)) captures the row.
Finding the row number for the previous day’s value.
What the lookup formula is doing is starting by evaluating the numbers from B2:B29 looking for values that aren’t equal to zero.
This creates an array like this: {TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;TRUE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE;FALSE}
The TRUE values will equal 1 and the FALSE values equal 0.
This means when the formula divides 1 by those values, an array looking like this is created:
{1;1;1;1;1;1;1;1;1;1;1;1;1;1;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!;#DIV/0!}
Lookup can’t find 2 in the array, so it settles for the largest value in the array that is less than or equal to lookup_value.The ROW function tells it to return the row number from the array B2:B29.
The second step is to combine the row number with the column number and show the result using =INDIRECT("C"&D2)
And there you have it. A quick way of always finding the previous day (month, year, whatever).
Passing a spreadsheet around between organizations has a hidden problem; one that can easily make trouble. And the trouble comes, not from the spreadsheet, but from the default date setting on the computer.
Excel uses the default date setting to interpret the order of date information. Whether its’ Month-Day-Year or Day-Month-Year, or even Year-Month-Day, that information comes from the OS date settings. These are settings that we don’t often think about once we’ve set them. And typically, they are the same throughout an organization.
But take the spreadsheet you’ve designed, that uses Month-Day-Year into a Day-Month-Year organization, and all sorts of problems crop up.
The first problem is that you might not notice immediately; if July 6, turns into June 7 – that might not jump out at you as a problem. If you are lucky, you’ll spot something weird about the 12th of Month 21 …
So how do you nail down those dates so they can’t shift? One strategy is to break up your date entry into your preferred format, and then rebuild the date using the DATE function.
The syntax for the DATE function is =DATE(year, month, day)
Using the Date function to reassemble a date from separate cells
Here you can see the DATE function is building a date from the values in three separate cells: A3, B3 and C3 and the formula looks like this =DATE($C3,$B3,$A3)
Another advantage of this strategy is that Data Validation can be applied to these cells; ie the day column can be restricted to whole numbers between 1 and 31, the month column to whole numbers between 1 and 12 and the year column as well. In the sample file I’m using, the column holding the complete date (D) is hidden from the user. They will only see columns A thru C. The complete (and correct) date is referenced in formulas.
An alternate strategy would be to use the DATE function to extract the correct order from a whole date typed into a cell. In this case you would need to rely on the users to enter the date consistently regardless of their date system. I would recommend a custom date format be applied and a comment to tell the user what the required date format is. Breaking the date up avoids this reliance on the user’s compliance.
I’ve been showing you how to use PowerPoint to quickly create stencil and lace effects. Now, let’s look at creating duotone photos. In addition to making a photo look very modern, duotone is a useful technique for using less than stellar photos.
Cat in the Kitchen
While the cat might be photogenic, the background is not. I want to move from the photo above to the duotone below, which is suitable for adding a quote.
So true
The first step is to crop the picture as closely as possible.
Just the handsome face here – no clutter
But unfortunately, once enlarged you see the photo is a little blurry. This won’t be a problem going forward and it shows how this technique can cope with less than perfect photos.
Going to Picture Corrections: Brightnesswas set to 65% Contrastto 100%
Picture Color: Saturationwas set to zero.
The Adjusted Photo
There is a bit of guesswork here, as I had to bring up Brightness enough to wash out the dark corner of the chair the cat is on, yet leave as much detail as possible. You’ll note that this brings out a lot of light spots on the pupils as well.
Why not just Recolorthe picture to Black and White? In this case, I felt that recoloring removed too much detail from the photo. In the case of a different photo, recoloring might be the quickest and easiest method. I’d definitely try it first and see if I liked the results.
I’ve drawn a rectangle and filled it with a bright colour for contrast, this has been placed under the photo.
Now I can make the white portion of the photo transparent, by selecting Picture Tools>Format>Color>Set Transparent Color and clicking on a white portion of the picture.
The black portion of the photo remains.
What’s also hard to see in the above picture is that the photo has a lot of small grey artifacts in the borders of the fur. This is exactly what we added in when making the lace picture earlier, but here it is unwanted. An additional step is required for this photo (again for some photos it might be unnecessary).
But before I do that – I’m going to use the Ink command and touch up the pupils to remove some of the glints. Ink is only available in Office 365.
Showing Glint repair using ink tool.
After filling in the glints on the pupils, I grouped the ink layer with the photo. Then I copied and pasted the photo (and ink layer) as a picture. PowerPoint remembers all the photo editing done to a picture (which is why the Reset command works) and applies those steps cumulatively. I want to start fresh and apply the Recolor command to strip out the grey artifacts without losing a lot of detail. After recoloring the photo to 25% Black and White I set the White color to transparent
The same photo, but now with a crisper look
Again, I grouped the photo with bright background rectangle, pasted it as a picture and this time set the black portion as transparent. This is similar to the photo stencil.
Photo with transparent cat
In the final step, set a gradient fill in your chosen colour scheme to colour the duotone.
Setting the background of the slide to colour the duotone
The main elements of this technique are applicable to a number of photo effects. Try them out and see what you get!
This post is originally from 2018 If you want help with the newest and classic features in PowerPoint drop me a line at catharine@mytechgenie.ca
In a previous post, I discussed making a Button Bar Chart. That whole process really inspired me to think about simplified charts for presentations.
Which got me thinking about Waffle Charts.
Note how the smallest group stands out
Waffle charts are excellent for looking at data sets where the smallest numbers are the important ones. You can use colour (as I have above) to make those numbers stand out.
But oddly, I don’t see people using a lot of waffle charts in their presentations. And there is no template for a waffle chart in Excel.
You can find some interesting ideas about building Excel waffle charts for dashboard purposes and I recommend this article to you: Interactive Waffle Charts in Excel
However, I was looking for something different. Something that wouldn’t have me counting and colouring cells manually (shudder).
Building the Waffle
I chose to build the waffle chart using a series of conditional formatting rules. The first step was creating the formula to count the cells of the waffle.
Counting the cells in a 100 grid waffle
In case the picture is a bit small, the formula used here is:
=(MOD(ROW()+8,10)*10)+(COLUMN()-2)+1
This uses the row and column position of the cell to count from 1 to 100 in a 10 by 10 grid.
I then built on that base formula with this monster formula:
The formula checks the position number of the cell generated by the base formula and sees if it is less than or equal to the number of values in each category in column A. It then returns the value of the category in each cell.
Because I wanted to put symbols in the cell like these examples.
Talking Heads waffle chartBombs waffle chart
I took that monster formula and made it into a named formula.
This made building the conditional formatting rules much easier to do(simply because the conditional formatting dialog is so cramped).
Lastly, I built a series of conditional formatting rules to change the background colour of the cell based on the value returned by the formula. For the waffles using symbols, the rule formats the colour of the font, instead of the background.
A couple of additional pointers
To create a perfect grid, switch the view in Excel to Page Layout View. Page Layout View uses the same measurement scale for both row height and column width. Set your measurements here.
For the symbol waffles, use the File> Options>Advanced> Display Options for this worksheetand turn off the display of gridlines. That way when you copy the waffle, the gridlines will be invisible.
This post is originally from 2018. If you want help with the newest and classic features in Excel & PowerPoint drop me a line at catharine@mytechgenie.ca
