Having blazed a trail with email in Hotmail and later Outlook Web Access, in 2010 Microsoft launched the first version of the Office web applications, meaning you could run lightweight Word, Excel and PowerPoint in your browser, as a companion or even as an alternative to the full-fat desktop versions. A few years earlier, Google Docs released as an online word processor (and later, other types of productivity apps, rebranding as G Suite and now Google Workspace). There are pros and cons of the browser-only experience; you tend to sacrifice some functionality compared to the desktop applications in favour of ubiquitous availability, though web clients can be updated more easily and sometimes new features appear there first – as ToW #605 covered, with snoozing email. Check out What’s new in Excel for the web or look for the summary covering Visio, Forms, Words and more, here.
If you like being browser based rather than desktop bound
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Tag: Excel
597 – Pivot table filtering
Excel makes it easy to take a static table with rows of data arranged into columns that correspond to measures or fields – like sales of a product, or assignments of a relationship such as an export from a CRM system – and then represent the inherent hierarchy in a super-powerful fashion. If you haven’t really used Pivot Tables, the simplest way to get your head around what they can do is to try messing around with some real data, or use some relatively simple sample data to unearth the power within. Free sample data at Contextures is a good place to start – in fact, here’s one sample that has been turned into a Pivot table to get started with (just download it somewhere, open the Zip file and then open the example XLSX file within).
By showing the PivotTable field list (right-click on the table and you’ll see either show or hide field list at the bottom of the menu), you can easily drag things around to change the grouping order.
In our foodstuff example, we could have a different layout of fields and want to filter on City – but a quicker way to doing so is to just right-click on the name you want to focus on, and choose Filter > Keep Only Selected Items and it will quickly set the filter to just that name. |
593 – It’s a Date
On the Insert tab / Quick Parts, look under Field, then pick the doc property and format you’d like to show. It is worth pointing out that showing a date as 10/1/21 (or similar) is ambiguous given that a few hundred million people will expect it be month-day-year while many of the remaining 7 billion will assume the day comes first, with a couple of billion presuming the format should normally start with the year, such as yyyy-mm-dd (which is arguably the most sensible of all; and it sorts properly, too). A more daily usable short format like dd-mmm-yy (ie 13-Aug-21) should perhaps be the norm, especially when the date is appearing as text in a document. Pressing SHIFT+ALT+D in Word will insert the current Date as a field (so you can edit the format to remove ambiguity) and SHIFT+ALT+T inserts the current time too. In PowerPoint, both of these combos bring up the “Date & Time” dialogue to add the chosen content and format as plain text.
While in Excel, it’s worth learning the short cut key to insert the date and time – CTRL+; and SHIFT+CTRL+; respectively (no doubt there’s a reason why Excel has a different shortcut to other Office apps – some legacy of Lotus 1-2-3 perhaps?). OneNote fans will want to remember that SHIFT+ALT+D / T combo as it inserts the date/time into the notebook; really handy when taking notes of a phone call or similar. SHIFT+ALT+F puts both day and time, something that Word doesn’t offer. In both Desktop OneNote and users of the Windows Store version, it’s just plain text that gets added, so you’re on your own when it comes to formatting. OneNote pages will typically have a date & time showing under their title – on the Desktop version, it’s possible to change that so as to mark a page as having been recently updated. No such luck on the lame duck Store version.
At least when stalwarts insist on writing – or worse, saying – a short-form date as something like “ten one”, there’s more than half of each month where one number in the date could only mean “day” – starting with the thirteenth (as in, 8/13 can never by the 8th of a month, but 8/12 could be a few days before Christmas to Europeans, or the date when tweedy Americans start looking for grouse in the Yorkshire moors and Scottish Highlands). |
591 – An Excel Smörgåsbord
May the F4 be with you One of the neatest features in Office yet largely hidden; the F4 key repeats the last command without needing to faff about selecting the option from the menu. So what, you might say? Well, what if you’re formatting cells and want to repeat the same format over and over again – you could change one, then use the Format Painter option to apply that to select other cells, or possibly just apply the format you want, then select each additional cell in turn and press F4. One slight downside is that it only repeats the very last action, so changing a number format and then making it bold wouldn’t be easily repeatable since those are two actions. Still, there are so many uses for this “Magic Key no one knows about”. CTRL+y does the same thing in case you’ve got one of those annoying keyboards where the function keys do other things, you never know without looking if you’ll be pressing F4 or changing the system volume.
Layouts and Tabs Now, Windows has lots of tricks for arranging application windows side by side, especially if you have multiple monitors; there’s a particularly shiny new way of doing it in Windows 11 with Snap Layouts. In the context of Excel, that’s OK if you’re using two spreadsheets side by side and you might want to reference or copy data between them, but Excel has its own window-handling functions that could be more useful.
The Synchronous scrolling feature means Click on the Arrange All menu option to automatically distribute the open Excel windows, optionally confining the process to just the windows from the active workbook. Transpose data with paste It’s a fairly common exercise to take a load of data that’s in one format and want to represent it differently; there is a useful Transpose feature that takes data from columns and paste it back as a row, or vice versa. One useful scenario could be when you want to take the names of everyone who got an email or meeting request and put them in a tabular format.
Now you have a list of addresses on their own row, and without the “;”s, but they do have a leading space ahead of all but the first one. It might be quick to correct each line in turn, and there’s always the TRIM function which could be used to tidy stuff up through formulae.
When you’re happy, remove the original line that had the text in columns, leaving just the separate email addresses on their own rows. Now, snacks just make you hungry, don’t they? |
587 – New Line please
As well as the QWERTY keyboard layout, a few things were carried over to the modern computer from the typewriter – the backspace and tab keys and the carriage return key. Purely mechanical typewriters had an end-of- Early computer systems aped the same approach of the line feed (ie the paper being shuffled up one line) and the carriage return (going back to the left side), as being separate activities and they were given specific control codes – so CR, LF and CR+LF are still things. For some time, consternation still applied as Windows considered that CR + LF needed to be noted to really start a new line, whereas the Unix fraternity simply thought that LF was all you needed. It is possible to hack the registry so Notepad acts Unixsy should you need it to. In most applications, if you want to start a new line, you’d just press Return or Enter (in effect, the same thing, though not always the case). Pedants would say that ENTER doesn’t mean you necessarily need a new line, you’re just committing some data you’ve typed, redolent of the old terminal where you might be submitting a form rather than typing in free text. Applications perform sometimes completely different actions when you press a modifier key like CTRL or ALT, and ENTER. In Word, CTRL+ENTER starts a new page, ALT+ENTER repeats the last typing action. In Outlook, CTRL+ENTER sends the current email and ALT+ENTER – like the same keystroke normally does when looking at a file in Windows Explorer – shows the properties of the current message. In Excel, CTRL+ENTER has some other meanings, notably it completes the entry of data into a cell, without moving the selection to the next cell along or to the line below (depending on config). SHIFT+CTRL+ENTER can be used to create a powerful but quite complex array formula. ALT+ENTER also has a useful trick for formatting text in-cell, alongside some tips to control cell text formatting.
Another way of editing text in an existing cell; select it and the text will be displayed in the formula bar, but only the first line, unless you have the formula bar expanded out, by clicking the down-arrow on the right.
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548 – A-List listings
Lists gives an easy way of creating, sharing and managing lists of custom You should be able to see Lists from the menu on Office 365 web apps – start Just like sharing forms or doing task management, there are often numerous ways to do the same thing – and in days of yore, that would have meant several competing and incompatible technologies, encouraged to fight it out with each other to try to ensure that the best one wins. Nowadays, with a more collegiate mindset, consistent ways of doing things show up in different user experiences – like To-Do and Outlook, StickyNotes and more. Expect deeper integration across other apps in due course The new Lists experience is essentially just a great UI built on top of a mature back-end; SharePoint Lists, which have evolved over the last 10+ years, allowing the definition of custom columns and rules to validate data entry. One new frontier is to integrate the new Lists UI into Teams; if you have ability to administer a Team,
Have a play with Lists and think about how your team could use them in place of spreadsheets. Microsofties: There’s an internal story about how Lists came about, and looking forward to where it’s likely to go in the future.
Check out Paul Thurrott’s excellent introduction to Lists. And there’s even a Lists Look Book. |
542 –Excel Special Paste
As an example, if you took the small table below and wanted to copy and paste the calculated values on row 4, you’d need to deal with the fact that the formula will change – offsetting the D and the 2 reference to wherever you paste it (eg if you pasted the copy into E4, the formula would be =E2-E3) – normally, a powerful and useful function, but a potential nuisance.
An older UI for selecting the options is available if you click on the Paste Special… command at the bottom of the pop-out, or by pressing CTRL+ALT+V to pop out the Special dialog. One of the more particularly useful features of Paste Special in Excel is the Transpose option – if you select and Copy a row of data then Paste / Transpose it, the data is rearranged as a column (and vice versa). Great news in many cases, but if you want to paste cells and keep the original formulae (without resorting to using absolute references formula references using $ in the formula itself, eg setting =$D$2-$D$3), there are no default options to transpose the orientation of the cells but not change the formulae. One trick if you ever find yourself in this position, is to bulk change the formulas so they won’t get modified when you paste the cells; do a Find & Replace to change = to something like #=. After pasting and transposing, reverse the process to restore the formula
It’s an edge case but could save you lots of time if you need to do it. For most of us, getting to grips with shortcut keys in Excel would make things more productive – as well as numerous combos of CTRL-something, there are simple keys (like pressing F4, which repeats the very last command … so if you’ve just coloured a cell yellow, move the cursor to another cell and hit F4 to make that one yellow too… if you’re doing very repetitive things, this can save so much time). There are also more complex sequences; press the ALT key in Excel (and other Office apps, too) to see the key combos that A little bit of legacy/history – press ALT-E then S to jump to the Paste Special menu – why E? Even though it’s long gone, really old versions of Excel had an Edit menu, and the commands on any menu – in any application – that have an underscore under a letter (like Paste Special) are highlighting the key you can press to jump to that command. So ALT E / S used to be the combo to get Paste Special circa Excel 2003, and it still exists today. |
Tip o’ the Week 485 – Excel and the Web
A recent tweet from @msexcel showed a simple video on how to grab data from a website – highlighting a capability that’s been in Excel for years but has been refreshed and made a lot easier to use.
Once you’ve tagged the source data, clicking on the icon to the left of the data point will show a pop up with the background detail, or you can reference the fields within formulae to display or manipulate the data values.
See more detail on using the Stock quotes functionality, here. |
Tip o’ the Week 483 – mobile OCR and Office
Near OCR functionality is also pervading the slew of freely available Office apps for Android tablets, phones and even Chromebooks, and similar versions for iPad and iPhone. A recent addition to the iOS version of Excel is the ability to scan a table of printed data and use OCR plus a bit of tweaking, to import the data into the spreadsheet. See more here. The same functionality was first made available on Android a couple of months earlier …
Then the OCR goes to work and tries to lay out the data as closely as possible to its source – obviously, your accuracy will be improved by having a well-lit and clear original document, and you’ll get to tweak the contents in context of seeing the OCR’d data and the scan at the same time, before committing to insert it. |
Tip o’ the Week 417 – Resolving aliases in bulk
This might be a very old-Microsoft culture thing, but alias names have always![]() Before enlightenment, Microsofties were emailed simply by sending to alias@microsoft.com – and still are, so even if the primary mail address is forename.surname@microsoft.com, you could still mail them at forenams@microsoft.com, or whatever their alias is.
In a company with a handful of people, it was easy to remember such a name for when you wanted to drop them an email, but with hundreds of thousands of mail addresses, you might need more room – when Exchange Server came out in 1996, it supported 64 characters in the alias name, though oddly, Microsoft has never embraced longer than 8-character aliases. Back in the day, your mailbox was a folder on a Xenix server, then an MS Mail postoffice, and the folder names were restricted by the 8.3 filename format. There are probably too many legacy systems that also have an employee name represented by their 8-letter alias, and it still kinda works. Aliases – and the cultural phenomenon of calling people not by their name, but by their alias… eg “we had a billg review” – were a central part of the 1995 Douglas Coupland book, Microserfs.
But the true “alias” lives on, even if the Skypey “Contact Card” UI in Outlook does its best to not show you what someone’s alias is (but you can usually still get to Open Outlook Properties, which shows you the traditional Outlook address book view, with alias in the very top section). Lots of reports from Microsoft’s internal systems will refer to an employee using their alias name, so it often helps if you can decipher an alias into the person behind it. Resolving an alias to a name one-at-a-time is all very well, but when looking at a column of alias names in some spreadsheet, it’s a bit of a palaver to turn each of the FORENAMS into something meaningful. Bulk alias resolver in Excel Fear not, worthy reader, for a solution is to hand.
This can be handy if you’re building Excel reports and want to add names to a table instead of aliases – you could sort the list of aliases alphabetically, run them through the resolver, and then reference the table with a VLOOKUP formula so you could hide the column of aliases from your report and show instead the derived real names. |