Microsoft Word/Excel Tips

horizontal rule

INDEX OF MICROSOFT WORD/EXCEL TIPS

MS WORD TIPS

 

Squeeze document overflow onto the last page

Redefine a style to match direct formatting

Rearrange table rows using the keyboard

Control the colours used to track changes

Change one type of section break to another

 

MS EXCEL TIPS

 

Counting text entries in Excel

Hide items in a PivotTable's page field's selection list

Preview how an Excel spreadsheet will look as a Web page

Displaying text vertically in a cell

Easily pad text with space to improve readability

 

MS WORD TIPS

 

Squeeze document overflow onto the last page
If you need to create a document that must adhere to a certain page count, it can be awkward to achieve that perfect length.

Your main concern is to present the information thoroughly and succinctly.  However, when you complete your document, you'll sometimes find that the text runs a few lines longer than anticipated, causing you to exceed your page-count limitations.

Instead of cutting text from your document, use Word's Shrink To Fit feature.  Open the document you'd like to shrink and then select File | Print Preview from the menu bar.  As an alternative, click the Print Preview button on the Standard toolbar.  Then, in Print Preview mode, click the Shrink To Fit button on the Print Preview toolbar.  Word automatically adjusts your document fonts proportionally to reduce the document length by one page.  If you're unhappy with the results, simply press [Ctrl]Z to undo the action
 Return to top
Redefine a style to match direct formatting
When you creating styles for a document or template, you usually need to fine-tune them a few times to perfect them.  However, you don't need to go back and modify your document's text each time you modify one of its styles.

When you modify a style, Word applies your changes to all the text that uses that style.

Start, display the Styles And Formatting task pane by clicking the Styles And Formatting button on the Formatting toolbar.  Next, select any text that uses the formatting elements you wish to apply to the existing style.  Use the Styles And Formatting task pane's Pick Formatting To Apply list to locate the style you wish to redefine.  Hover the pointer over the style's name, click the dropdown arrow that appears to its right and then choose Update To Match Selection from the resulting dropdown list
 Return to top
Rearrange table rows using the keyboard
When you create a table in Word, you may find that after you have finished, you would like to rearrange the order of the table's rows.  You can do so by selecting the table row to be moved and then dragging it to the new location.

However, you may find it much more convenient to move table rows using the keyboard.  To do so, first select the rows you want to move.  If you want to move only one row, simply click in it - there's no need to select the entire row.  Next, hold down the [Alt][Shift] keys and use the [Up Arrow] and [Down Arrow] keys to move the row(s) to the desired position.

You can also use this keyboard shortcut to move one or more paragraphs in your document.
 Return to top
Control the colours used to track changes
The Track Changes feature helps you keep track of all revisions made to your document.  You can turn the Track Changes feature on and off by double-clicking on the TRK icon in the status bar, or by choosing Tools/Track Changes from the menu bar, or by pressing [Ctrl][Shift]E.

By default, Word uses a different colour to track the changes that each user makes to a document.  Although you cannot assign a specific colour to each individual user, you can assign the same colour for all users. You can also assign specific colours for specific types of changes. When the revision itself is more important than knowing who made it, this technique can make tracked changes much easier to read through.

Regardless of the colours you assign, you can still find out who's responsible for any tracked change by hovering the mouse pointer over it to reveal the reviewer's name in a ToolTip.

To modify the colour assignments for the Tracked Changes feature, choose Tools/Options from the menu bar and click on the Track Changes tab.  Select the desired revision colour from each available Colour dropdown list.  The By Author option assigns a unique colour to each user, whereas the individual colour options stay the same regardless of which user is making the changes.

Remember that you can also adjust the display for insertions, deletions, and formatting changes to distinguish these different types of changes with their own unique revision marks.

When you have finished, click OK to return to your document.

NB.  The changes you make on the Track Changes property sheet stay in effect for all documents you access using that particular computer. If you want other users to see tracked revisions the same way you do, they will need to apply the same settings in the Track Changes property sheet.
 Return to top
Change one type of section break to another
By using section breaks to divide a document into sections, you can apply unique page layout formatting to individual portions of your document.  When troubleshooting your document's layout, you may need to change one type of section break to another.

For example, you might want to prevent a new section from starting on a fresh page by changing it from a Next Page section break to a Continuous section break.

To change the break from one type to another, you do not need to delete the existing break and insert a new one. Instead, choose View/Normal to switch to Normal view.  Next, position the insertion point AFTER the section break you want to change.  Choose File/Page Setup from the menu bar, and then click on the Layout tab. In the Section panel, choose the desired break type from the Section Start dropdown list and click OK.
 Return to top

 

MS EXCEL TIPS

Counting text entries in Excel

If you've ever tried to perform a simple count, such as the number of names in a list, you may have been frustrated by the results.

 

For example, say you have a series of names in cells B2:B8. In cell B16, you enter the formula:

 

 =COUNT(B2:B15)

 

Instead of the expected answer of 7, the formula returns 0.  This is because Excel's COUNT function only counts numeric values.  To count any entry, regardless of type, you must use the COUNTA function. For example, the formula:

 

=COUNTA(B2:B15)

 

 returns the number of name entries. Note that COUNTA counts any non-blank cells in the specified range, so a cell will be counted even if just displays an error message.

 Return to top
Hide items in a PivotTable's page field's selection list
In a PivotTable, a page field is a dropdown list that lets you filter the PivotTable to show only the data associated with the selected field item.

For example, if a PivotTable's page field is Country, you can filter the PivotTable to show just the data pertaining to France. Then, selecting Germany from the dropdown list alters the PivotTable to reflect the data associated with Germany.

If you want to prevent items from appearing in the page filter's dropdown list, right-click on the page field's label.  Then, select Field Settings from the menu bar.  Select the items you want to hide in the Hide Items list box and then click OK.

By default, data associated with the hidden page field items is ignored from the PivotTable's totals.
 Return to top
Preview how an Excel spreadsheet will look as a Web page
Excel works with HTML files, making it easy to save a worksheet as a Web page.

Before you go through the steps to convert an Excel worksheet to a Web page, you can get a quick preview of how it will look. To do so, simply choose File/Web Page Preview from the menu bar and an HTML version of your worksheet is opened in your browser.
 Return to top
Displaying text vertically in a cell
Sometimes you may feel that a worksheet layout would benefit from having text displayed vertically instead of horizontally.

For example, say you have created a complex reference table and one row label caption could apply to many adjacent rows.  You can save space and make the table easier to read by merging the label cells into one narrow, tall cell and then displaying the caption text vertically.

To display such text, select the appropriate cell and choose Format/Cells from the menu bar. Then, switch to the Alignment tab. Finally, click on the preview text box on the left side of the Orientation panel and click OK.
 Return to top
Easily pad text with space to improve readability
If you want to add space between your data and a cell's borders, don't resort to adding space characters to the data.  Instead, apply an indented text format to the cell.

Excel lets you indent from the cells right, top, and bottom borders. Note that the top and bottom indent options are only available if you're using vertical text orientation (see tip above).

You can add or remove indents using buttons on the Formatting toolbar.  Alternatively, select the cells containing the data you want indented and choose Format/cells from the menu bar.  Next, click on the Alignment tab and select the appropriate indent alignment option from the Horizontal or Vertical dropdown list.  Finally, set the number of spaces you want the text indented in the Indent text box and click OK.
 Return to top

 

Sandy Pratt is a director of 4-consulting, click here to view his profile.

horizontal rule

4-consulting 138 East Trinity Road, Edinburgh, EH5 3PR 
Telephone: 0131 551 1035

Copyright © 2008 4-consulting