Easy Financial Year Formula
To get the Australian financial year from a date you usually use an IF function based on the month number.
I recently learned a new hack from Matt Allington of Exceleratorbi.
You can add 184 to the date and then use the YEAR function. See table and formulas below.
The formula in cell B2 is
The formula in cell C2 is
Both formulas have been copied down.
A simple solution to a frustrating issue. Thanks Matt.
Selecting a column
To quickly select a column of data in a formatted table you have a couple of options.
Select a cell in the column and press Ctrl + Space Bar.
This will select the column of data. If you want the heading too, press it again.
You can also select multiple columns before using the shortcut.
This technique can take practice if your headings are in row 1.
If the heading starts in row 2 or below it is easier. See image below.
If you point to just above the heading row you will see a downward facing, black arrow. Click this once to select just the data. Click it again to include the heading.
When the heading row is in row 1 you need to do the same but make sure the column letter doesn’t highlight.
The image below is the correct arrow – this will select the column in the table only.
In the image below the arrow shown (because the column letter is highlighted) will select the whole column, not just the data in the table.
VBA If statement tip
When creating long VBA code it is common that the start of an If statement and the matching End If statement may not be visible on the same screen.
When scrolling around trying to understand your code it can be useful to include the If statement itself as a comment following on the same line as the End If command – see examples below.
If x=0 Then
'lots of code
If y =1 Then
'lots of code
End If 'If y =1 then
End If 'If x=0 Then
The apostrophe is used to specify the start of a comment – you can have a comment following a line of code.
This structure can assist when trying to identify which End If statement relates to which If statement.
Entering Date and Time in Excel
There are shortcuts to enter
- the current Date Ctr + ;
- the current Time Ctrl + Shift + :
There isn’t one to enter both.
You can use them in sequence to achieve a date and a time entry.
In sequence press
Ctrl + ;
Ctrl + Shift + :
The space separates the date and time and Excel will recognise the entry as a date and time.
Filtering blanks made easy
In Excel the “Blanks” option is usually at the bottom of the list. This slows down selecting it.
If you have a lot of entries you need to scroll all the way down to bottom of the list to choose it – see image below.
But the word “Blanks” is searchable, so if you type b in the Search box – your work is done – no scrolling required – see image below.
If your column contains text you might need to type in bla.
Columns in a Text Box
You learn something new every day.
Today I discovered that you can have columns within a text box.
If you right click the text box and choose Format Shape the Task Pane below should open on the right.
Click the third icon (Size and Properties) at the top and then open up the Text Box options.
The Columns button allows you to specify how many columns plus the gap between them.
Copy Across Shortcut
In the structure below let’s assume you want to copy the SUM formula from cell B5 to cell C5.
Obviously you could use copy and paste, but that would require a few keyboard presses or mouse clicks.
Given that we already have cell C5 selected we can use
Ctrl + Shift + >
This copies whatever is in the cell on the left to the current cell.
Word tip – increase font size
I recently found this keyboard shortcut for MS Word to increase the font size of the selected word(s).
To reduce the font size use
Make your headings bold.
This tip applies to tables and to the structures you use for charts.
Excel looks for the bold format when it reviews tables and layouts to figure out if your table has a headings row.
You can use Ctrl + Shift + L to add or remove the filter icons to a data table. There is also an icon on Data ribbon tab.
This will work more reliably if the headings are bold.
I use the following keyboard combination on the top left corner of the table.
Ctrl + Shift + right arrow (this selects all the headings)
Ctrl + b (this applies bold to the headings)
Ctrl + Shift + L (to turn on filters)
This combination can be done very quickly.
You can just use Ctrl + Shift + L within the table, but sometimes this applies the filter to the wrong row.
Press Enter and Stay in Current Cell
A trick to stay in the cell you are editing is to hold the Ctrl key down when you press Enter.
You Can Undo After You Save
I am amazed how few people know this.
Way back in Office 2007 Microsoft changed the Undo List so that it is NOT cleared whenever you save a file.
You can use Ctrl + z or the Undo icon to undo things you did before you saved the file.
If you close the file that obviously clears the Undo List.
Please let people know this as I find so many people in my training sessions do not know things have changed since Office 2003.
This applies to all MS Office apps.
Clear Borders In Excel
If you need to clear all the borders from a selected range use
Ctrl + Shift + _ (underline)
Make Excel VBA Pause
Sometimes when running a macro you need to make sure Excel has had time to do something before progressing.
This is typically in large models were it can take time (a few seconds) to do a specific task eg removing a filter or updating an external data source.
You can pause a macro to allow Excel to do something by using the Wait command.
Application.Wait (Now + TimeValue("0:00:02"))
The above code will pause the macro for 2 seconds.
Ctrl + Alt + F5 Not Working
The keyboard shortcut to Refresh All in Excel is
This refreshes all the data connections in the file in one step.
The problem is that on some systems (like mine) this conflicts with an Intel Graphics hot key.
To turn off the graphics hotkeys right click the Desktop and choose Graphics Options, then Hot Keys then Disable. See below.
Big thanks to StackOverflow for covering this issue – link below.
VBA to Clear a Filter
Using Excel’s built-in filtering can speed up your VBA code.
It is important if you are applying filters that you clear any existing filters before you apply a new filter. Otherwise the existing filters will usually affect a new filter you apply.
The line of code below will remove filters on Sheet1 (Sheet1 is the sheet code name that you see on the left side of the VBA screen – it may not be the sheet tab name).
If Sheet1.FilterMode Then Sheet1.ShowAllData
The .FilterMode property is True if a filter is in place on the sheet and False if not.
The .ShowAllData method will return an error if no filter is in place – hence the use of the If statement.
Instant Format in Excel
You may know the two keyboard shortcuts below for currency and percentage.
But what you may NOT know is a technique that has been around since the early versions of Excel.
The technique allows you to automatically apply these two formats after you type an entry.
It you type $1000 into a cell and press Enter. Excel will automatically apply the $ format to the cell. The $ sign will not display in the Formula Bar – see below.
If you type 2.5% into a cell. Excel will automatically apply the standard % format to the cell. The % sign will display in the Formula Bar – see below.
As I mentioned these are really old skills that have been lost over the years since we no longer have Excel manuals – shows my age.
Range Selection Tip and Trick
You know how when you press Enter you usually select the cell below? You can override that without changing a single setting.
When you select a range Excel can behave differently when you press the Enter key. Not many users know this trick.
Select the range B2:G2 in a blank sheet and press Enter. The cell selected will be the one on the right or back at the start of the range depending which cell was active when the range was selected.
Pressing Enter cycles through all the cells in the range.
This works for two dimensional ranges as well – in that case the cell below is selected until the bottom of the range is reached then the top of the next column within the range is selected.
This is handy for entering data into input ranges.
Let’s say range A2:D2 has basic links referencing the cell above so cell A2 has =A1 in it.
What if you wanted to change all those relative references to fixed references?
Select the range A2:D2 and then press these three keys in sequence
F2 F4 Enter
Repeat three times – job done!
F2 is the Edit command.
F4 converts a relative reference into a fixed reference.
Enter accepts the change.
You can often achieve very fast changes with keyboard techniques like this.
For example if a cell contains an email address or a web address but it isn’t recognised as a link, simply select the cell and press F2 then press Enter to convert it into a link.
If there is a column of them, just keeping pressing F2 and Enter to convert them all. You can become quite fast.
Marking cells Good-Bad-Neutral
Sometimes when you are reviewing a file against a printed report, you may need to identify when cell values are correct, wrong or close.
Consider using the built-in Styles Good/Bad/Neutral on the Home ribbon tab – see below.
These can be quicker than using the usual fill colour icon.
Remember they may not be useful for colour blind readers if you are sharing with other people.
Don’t forget once applied if you want to apply the same format to another cell press the F4 function key.
Once formatted you can sort or filter by colour – see right click options below.
Adding Values to Values
Let’s say you have an input cell that someone enters multiple values into eg
You may have many such cells.
Now let’s say you want to add 20 to all these cells but keep the original values that have been entered in those cells.
Paste Special to the rescue.
- Enter 20 in a blank cell and then copy the cell
- Select the cells you want to amend – you can hold the Ctrl key down to select multiple cells with the mouse
- Open the Paste Special dialog
- Click the options Values and Add – as per image below – then click OK – done!
The resulting formula will be something like
Find and Replace Tips, Tricks and Traps
The keyboard short for Find is Ctrl + f.
For Find & Replace it is Ctrl + h.
Always, I mean ALWAYS, select the range you are working with before you run Find and Replace.
If you have a single cell selected it will affect the whole sheet – maybe not what you want.
Leave the Dialog Open
In the old days we used to close the Find dialog. Now you can leave it open if you need to change things in multiple files or sheets. You can navigate around with the dialog left open.
When using Find if you want to select all the cells it has found, click in the bottom section of the Find dialog where the cells are listed and press Ctrl + a this will select all the cells at once.
Be aware that sometimes numbers won’t be found due to formatting. eg if you search for 1000 but you have used the comma format eg 1,000 then the number might not be found.
You might need to do two Finds, with and without commas.
Formulas vs Values
Click on the Options button to see these options.
The default Look in: setting for Find (unfortunately) is Formulas. See image below.
This means if a formula returns what you are looking for it won’t be found. You need to switch this Look in: setting to Values.