Excel Data Entry Tips

Embed Size (px)

Citation preview

  • 7/27/2019 Excel Data Entry Tips

    1/6

    Page 1Copyright 2005 CNET Networks, Inc. All rights reserved.

    For more downloads and a free TechRepublic membership, please visit http://techrepublic.com.com/2001-6240-0.html

    Version 1.0

    November 21, 2005

    Control Excel data entry with these fivepowerful tips

    The tips contained in this document originally appeared in TechRepublic's Microsoft Office Suite newsletter. Helpyour users increase productivity by automatically signing up for TechRepublic's free Microsoft Office Suitenewsletter, featuring Word, Excel, and Access tips, delivered each Wednesday.

    By Mary Ann Richardson

    Hide cells in Excel to make data entry easierYou can use Microsoft Excel's split pane feature to edit or compare values in large spreadsheets. However, thesplit-pane method involves some scrolling before you can line up the values with their corresponding labels. Aquicker method uses shortcut keys to hide the cells you don't need to see (see Figure A). For example, at theend of a semester you wish to compare the students' final grades which are listed in Column P with their nameslisted in Column A. Follow these steps:

    1. Click and drag the mouse to select columns B through O.2. Press [CTRL][0].

    After viewing the grades, you can "unhide" the cells by selecting columns A and P and pressing[CTRL][SHIFT][0].

    This method will also work when comparing or editing data across rows. For example, if you want to comparemonthly income shown in row 100 whose labels are listed across row 4, follow these steps:

    1. Click and drag the mouse to select rows 5 through 99.2. Press [CTRL][9].

    Pressing [CRTL][SHIFT][9] unhides the rows.

    Figure A

    http://nl.com.com/MiniFormHandler?brand=techrepublic&list_id=e056http://nl.com.com/MiniFormHandler?brand=techrepublic&list_id=e056
  • 7/27/2019 Excel Data Entry Tips

    2/6

    Control Excel data entry with these five powerful tips

    Prevent Excel users from scrol ling outside data areaDo you find that users frequently scroll outside the data range and onto blank areas of their worksheet? You cancreate a macro that will automatically prevent them from moving outside the used range on a worksheet. Followthese steps:

    1. Activate the worksheet.2. Right-click the sheet name tab on which you want to limit scrolling and select View Code.3. Enter the following code (see Figure B):

    Pri vat e Sub Worksheet _Act i vat e( )Me. Scrol l Ar ea = Range( Me. UsedRange, Me. UsedRange( 2, 2) ) . Addr ess

    End Sub

    4. Press [Alt][Q] and save the workbook.

    Each time you activate the worksheet, this macro will run automatically to prevent scrolling outside the usedrange.

    When you need to enter data outside the used range, you will need to reset the scroll area. You can create ashortcut key that activates a macro to do just that. Follow these steps:

    1. Press [Alt] [F11]2. Select Insert | Module and enter the following code at the prompt:

    Sub ResetScr ol l Ar ea( )Act i veSheet . Scr ol l Ar ea =' 'End Sub

    3. Press [ALT][Q]4. Press [ALT][F8] and Select ResetScrollArea.5. Click Options and assign a shortcut key.

    Figure B

    Page 2Copyright 2005 CNET Networks, Inc. All rights reserved.

    For more downloads and a free TechRepublic membership, please visit http://techrepublic.com.com/2001-6240-0.html

  • 7/27/2019 Excel Data Entry Tips

    3/6

    Control Excel data entry with these five powerful tips

    Enter Excel data in multiple worksheets simultaneouslyWhen you have a Microsoft Excel workbook that contains the same data on two or more worksheets, you couldtype the data first on one sheet, and then copy it on to the others. But a better method would be to use Excel'sGrouping function. For example, suppose you are setting up your grade and attendance worksheets for the newsemester. You will need to list each student's name on each worksheet. Follow these steps:

    1. Press [Ctrl] while clicking the sheet name tabs of the Attendance and Grades worksheets.2. Type the name of each student on the Attendance worksheet. As the data is typed, it will automatically be

    entered on the Grades worksheet.3. Right-click on any Sheet Name tab and select Ungroup Sheets.

    Be sure to ungroup your worksheets before entering data that is not common to both worksheets.

    Figure C

    Page 3Copyright 2005 CNET Networks, Inc. All rights reserved.

    For more downloads and a free TechRepublic membership, please visit http://techrepublic.com.com/2001-6240-0.html

  • 7/27/2019 Excel Data Entry Tips

    4/6

    Control Excel data entry with these five powerful tips

    Increase Excel data entry accuracy with drop-down listsGiving users the option to select data from lists rather than type it manually can help eliminate many data entryerrors. But you don't need to create the actual lists to ensure accuracy.

    After users enter an item once, Microsoft Excel automatically includes it in a drop-down list of entries that userspreviously typed in the column.

    For example, to access the list of vendors previously typed in the Vendors column of an Orders spreadsheet,

    follow these steps:1. Select the cell under the Vendors column for the next order.2. Press [Alt] and the down arrow (see Figure D).3. Select the vendors name from the list, and press [Enter] or [Tab] to move to the next cell.

    If the vendors name is not on the list, users must type it manually. Excel will include the name the next timesomeone accesses the list.

    Figure D

    Page 4Copyright 2005 CNET Networks, Inc. All rights reserved.

    For more downloads and a free TechRepublic membership, please visit http://techrepublic.com.com/2001-6240-0.html

  • 7/27/2019 Excel Data Entry Tips

    5/6

    Control Excel data entry with these five powerful tips

    Create a list box in Excel to ensure data entry accuracyA list box makes it easier for Microsoft Excel users to avoid errors. For example, a State field requires users toknow the two-letter abbreviation for each state. To ensure accuracy, let users select from a list.

    To create a list for the State field cells, follow these steps:

    1. Select all the cells in the State column.2. Go to Data | Validation.

    3. On the Settings tab, select List from the Allow drop-down list.4. In the Source text box, enter the allowable entries separated by commas as follows: NJ, NY, PA, DE, etc.5. Select the In-cell Dropdown check box (see Figure E).6. Click OK.

    Figure E

    When users move to a cell in the State column, Excel displays a drop-down arrow. Clicking the arrow reveals alist of allowable states users can select for that cell (see Figure F). If users attempt to type an entry that's not onthe list, Excel displays an error message.

    Figure F

    Page 5Copyright 2005 CNET Networks, Inc. All rights reserved.

    For more downloads and a free TechRepublic membership, please visit http://techrepublic.com.com/2001-6240-0.html

  • 7/27/2019 Excel Data Entry Tips

    6/6

    Control Excel data entry with these five powerful tips

    Additional resources TechRepublic's Downloads RSS Feed

    Sign up for ourDownloads Weekly Update newsletter

    Check out all of TechRepublic's free newsletters

    Get the most from your Excel charts with these five tips

    75 essential Excel tips

    Anatomy of Excel data analysis: Sorting and filtering information

    Quickly import data into Excel with these techniques

    Anatomy of an Excel formula: Use built-in functions to calculate answers

    Anatomy of an Excel Workbook: Build a foundation for success by mastering user fundamentals

    Master Excel 2003 Date and Time functions

    Create advanced Excel 2003 formulas

    Version historyVersion: 1.0Published: November 21, 2005

    Tell us what you think

    TechRepublic downloads are designed to help you get your job done as painlessly and effectively as possible.Because we're continually looking for ways to improve the usefulness of these tools, we need your feedback.Please take a minute to drop us a line and tell us how well this download worked for you and offer yoursuggestions for improvement.

    Thanks!The TechRepublic Downloads Team

    Page 6Copyright 2005 CNET Networks, Inc. All rights reserved.

    For more downloads and a free TechRepublic membership, please visit http://techrepublic.com.com/2001-6240-0.html

    http://techrepublic.com.com/5155-22-0.xmlhttp://techrepublic.com.com/5155-22-0.xmlhttp://nl.com.com/MiniFormHandler?brand=techrepublic&list_id=e072http://nl.com.com/acct_mgmt.jsp?brand=techrepublic&return_to=http://techrepublic.com.com/http://techrepublic.com.com/5138-10877-5960641.htmlhttp://techrepublic.com.com/5138-1035-729230.htmlhttp://techrepublic.com.com/5138-10877-5931205.htmlhttp://techrepublic.com.com/5138-10877-5920332.htmlhttp://techrepublic.com.com/5138-10877-5841656.htmlhttp://techrepublic.com.com/5138-10877-5839862.htmlhttp://techrepublic.com.com/5138-10877-5798347.htmlhttp://techrepublic.com.com/5138-10877-5796855.htmlmailto:[email protected]?subject=Download_Feedback:_Five_Excel_data_entry_tipsmailto:[email protected]?subject=Download_Feedback:_Five_Excel_data_entry_tipshttp://techrepublic.com.com/5138-10877-5796855.htmlhttp://techrepublic.com.com/5138-10877-5798347.htmlhttp://techrepublic.com.com/5138-10877-5839862.htmlhttp://techrepublic.com.com/5138-10877-5841656.htmlhttp://techrepublic.com.com/5138-10877-5920332.htmlhttp://techrepublic.com.com/5138-10877-5931205.htmlhttp://techrepublic.com.com/5138-1035-729230.htmlhttp://techrepublic.com.com/5138-10877-5960641.htmlhttp://nl.com.com/acct_mgmt.jsp?brand=techrepublic&return_to=http://techrepublic.com.com/http://nl.com.com/MiniFormHandler?brand=techrepublic&list_id=e072http://techrepublic.com.com/5155-22-0.xmlhttp://techrepublic.com.com/5155-22-0.xml