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Download Excel App to Fill Out PDF Forms

Fill PDF Forms

Excel App to Fill Out PDF Forms

In an older article: Use Excel to populate PDF Form Fields, I presented a manual method to transport data between Excel and PDF forms, that can be used without a paid version of Adobe Acrobat.

If you have Adobe Acrobat Pro installed, then you can use an Excel App to Fill Out PDF Forms automatically, directly from Excel. Read More

Can’t Open Pivot Table Source file

Can’t Open Pivot Table Source…

Like a good Excel fan, I switched to Excel 2016 to try the new version.

While working on a Dashboard for a client, with a lot of Pivot Tables and charts in it, at some point, after moving some pivot tables and charts into other sheets, within the same workbook, I received this unexpected error message – Can’t Open Pivot Table Source:

Cannot Open Pivot Table Source file

Can’t Open Pivot Table Source file

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Excel CRM Tool for Personal Use

If you’re looking for a Client Relationship Management tool,

you can try the Excel CRM. The lite version has 3 modules active: Contacts, Organizations and Calendar, these are the most popular.

Download Excel CRM: Excel CRM lite.xslm

The full version has a lot more modules, as you will see on the opening page. Each module has it’s corresponding User Form:

Contacts User Form:

Excel CRM Contacts Form

Contacts Form

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Dynamic Hyperlinks in Excel

Dynamic Hyperlinks in Excel to navigate between Worksheets

Adding a hyperlink to a specific worksheet or cell is an easy thing to do. But what if you need the hyperlink to be dynamic, no matter if you insert or delete sheets, change the order of sheets?
Or, if you start from a template sheet, and keep adding sheets, you need to have dynamic hyperlinks in the template sheet, that “knows” which is the next or previous sheet, without manually adjusting all hyperlinks.

Few things you should know:

You have multiple options to create a hyperlink (without VBA):

  1. you can add a hyperlink to a cell, by right clicking that cell and selecting Hyperlink from right click menu;
  2. add a hyperlink to a shape, by right clicking that cell and selecting Hyperlink from right click menu; (very similar to adding a hyperlink to a cell)
  3. add a hyperlink in a cell using the Excel Hyperlink Function.

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Use Excel to Create Mass Letters

Summary:

This article describes how to create mass letters from Excel, using a Microsoft Word Document as the letter template and a Map between Excel Defined Names and Word Document Bookmarks.

Thoughts…

Starting from the example described in this article, there are numerous things that can be done: if we setup the same bookmarks in Multiple Word Documents, and if we use a multi-select dialog box to open and fill all those selected documents, we can create A SET of different documents for each recipient! Of course, all letters can be attached to an email and sent to that recipient email.

Most of the times,

It should be obvious you first need to create an Excel Table containing the name, physical address, email address, and other pertinent information that is to be inserted into the letter/email of all your intended recipients.

To create a letter for all recipients from your table, a Mail Merge will be all you need. But there are many scenarios where you need flexibility:

  •  you may want to create a letter for only 1 recipient, without going through all Mail Merge steps;
  • or you need to select a range of rows and create letters for all selected rows,
  • or, you may want to filter the table for different criteria, and create letters just for visible rows,
  • Create Letter for each row in table.

The following will cover all these scenarios, the letters will be saved as PDF files. Read More

Add New Controls to Excel UserForm

Add New Controls to Excel UserForm

In this article, you will find code for adding new controls to an Excel User Fom, for adding items to comboboxes and to create an array of values from a range of cells.

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Linear Interpolation In Excel

Unfortunately,

Excel does not provide a function for linear interpolations. If your data table has a low granularity (you have only units, not sub – units), and you need precise results, you have to create your own linear interpolation formula. You will find in this article an excel formula, and a User Defined Function (UDF) for Linear Interpolation in Excel. Read More

Excel Table Tennis ScoreBoard

Here is a ScoreBoard View:

This one is dedicated to all Table Tennis fans 🙂 , hope they will find this Excel Table Tennis ScoreBoard useful.

I’ve built this application for our table tennis team, High-Tech, you will find us in the list of teams and players 🙂

The Excel Table Tennis ScoreBoard will work in Excel 2007, 2010 and excel 2013, on 32-bit and 64-bit versions, not tested in Excel 2003. (forget about this version, there are many new excellent features in the newer versions) Read More

Autoexpand Excel Tables on Protected Sheets

Autoexpand Excel Tables on Protected Sheets

Scenario:

An important feature of Excel Defined Tables, the autoexpanding functionality, is lost when the worksheet is protected. On a protected worksheet, when you type anything under the last row, the table will not automatically expand to include the new row, as you might expect. The decision to protect the sheet is not easy when you need both protection and autoexpansion capabilities for an Excel Table.

Most likely, Microsoft engineers are well aware of this limitation, but until they come up with a solution to this problem, you can try my solution. The solution involves a little Visual Basic programming, but fortunately for you, I have taken care of the programming part.

Using the Worksheet_SelectionChange event,

we can detect what cell is selected by a user, and then we can decide if we need to unprotect (or not) the worksheet. Read More

Hide Excel Sheets if Macros are not Enabled

Scenario:

If your workbook contains macros designed to assist you or your users in typing data, or you have UDF’s – User Defined Functions for specific calculations, then if the users do not enable macros after opening the file, your codes are useless…

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