Friday, November 22, 2024

Excel File Dialogs

There is a long list of built-in dialog boxes available in Excel. We can access and open those dialogs, and Windows dialogs too, with VBA code. In this post, we see how to launch and use file dialogs in Excel using VBA macros. We will see how to select a folder or file, and open or save a file (usually an Excel workbook). We also compare and discuss advantages and disadvantages of the different methods.


Wednesday, May 8, 2024

Excel Mind Maps

There are many tools to create mind maps available online. But guess what, we can also create mind maps in Excel using this simple macro. The macro adds a shape of the size of the selected range whenever some text is added to a cell/range. The following shapes are linked to the root shape, which is either the first one added or any other shape that has been set as root.


Thursday, February 22, 2024

Excel Email Management

We can use Microsoft Excel to send and extract/read emails via Outlook or even via some other email service such as Google mail. In this post we see how to do that. But wait, why would we want to do that in the first place? We can use the data in Excel to address the email to a particular group, and with specific information stored in Excel, or send multiple emails at once, schedule emails, track email status, etc.


Sunday, January 8, 2023

Excel CompareXLS Add-In

CompareXLS is an Excel Add-in that allows comparing workbook properties, worksheet properties and content, and datasets (columns, groups of cells, etc) in Excel. This Excel Add-in prompts three dialogs or user forms to choose two workbooks, two worksheets, or two datasets, respectively. The two worksheets or datasets can both belong to the same workbook or separate workbooks. Other options allow showing properties of the current workbook, worksheet, or selected range, as well as listing all worksheets in the workbook, sorting sheets alphabetically, or un-hiding all worksheets.


Sunday, August 14, 2022

Excel Simple Registration Userform

In a previous post we have seen how to create a simple registration system in Excel using ActiveX controls and VBA macros. In this post we see how to input the data through a Userform. Excel Userforms are very powerful and allow adding more control to the data entry process and the interaction with users. In this example we create a Userform to register employees into the system. The records are saved to the active worksheet, but could also be saved to a different file, or a DB. When using the same workbook, we may want to protect the workbook structure and/or worksheet altogether – see more about workbook protection here: Protect Selected Workbooks Excel VBA Macro


Monday, July 18, 2022

Excel Simple Flowchart Creator

In this post we see how to create a flowchart in Excel with data from a selected range. We can do that with just one click using VBA macros. It is a simple example to add and manipulate shapes in Excel programmatically. The macro loops through the cells in the selected range, and adds a shape for each cell and connectors between the shapes to show the process flow. This flowchart creator in Excel can easily be leveraged to change the orientation of the process flow or add other flows to the chart. An example of such is the Excel Org-Chart Creator app published earlier in this blog, which creates a chart from a range of data organized by tier and reporting levels. It is ideal to display the team or the organization structure.

Thursday, July 14, 2022

Excel Simple Registration Form Controls

In a previous post we have seen how to create a simple registration system in Excel using basic VBA macros. Such system consists of a registration form where users can enter the data (an onboarding form with the onboarding date, employee name, role, etc., in this example), and a registry that stores all the entries. In this post we see how to use form controls to create the registration form instead of using a range of cells. We will specifically be using ActiveX controls in Excel, which are programmable controls that allow to add functionality to the form.

 

Sunday, July 10, 2022

Excel Date Picker Add-In

Excel Date Picker is a simple Excel add-in that allows to quickly insert a date in a cell from a calendar pop up where you can easily navigate to pick the date. Excel Date Picker adds an item to the cell drop-down menu that appears when right-clicking the cell, which takes you to the calendar date picker. As simple and fast as that!

Monday, July 4, 2022

Excel Forex Currency Converter

In this post we learn to create a foreign exchange currency converter in Excel. We do not necessarily have to use macros to do so, but may need to code macros in some scenarios. First we need to get the current exchange rates from the internet. We can get that from a website through a web query, or scraping the data, or from an API. In this article we will see how to do it with a web query by either manually importing web data into a query table or using a macro to add the web query to a worksheet (which was already covered in this other post: Add Web Query To Worksheet).

Sunday, June 19, 2022

Excel Simple Registration System

This post showcases a simple but very useful registration system in Excel. It is a classic when learning Excel VBA, and consists of a registration form where users can enter some data, and a registry list that stores all the entries. As an example, we have an on-boarding registration system, but this could apply to any other registration process such as purchase order submission registration, invoicing, incidents, etc. In this example, the registration form is in the first worksheet and the registry in another worksheet, but it could all be in the same worksheet too.


Wednesday, January 6, 2021

Excel Forex Tester

Excel Forex Tester simulates trading in the Forex market using historical data. It allows to easily place market or pending orders, setup targets, and calculate profits. Additionally, this Forex Tester in Excel comes with a number of technical indicators, and can potentially be leveraged to plot customized indicators.

Excel Forex Tester simulates trading in the Forex market using historical FX data. Forex Tester backtesting in Excel is easy and customizable. FX data for various markets is also available.

Monday, December 28, 2020

Excel File Explorer

Excel File Explorer gives the opportunity to dig into a given directory and extract the whole hierarchy of folders and files into a worksheet. The result shows indented folder names, and the name and size of the files they contain.


Friday, September 18, 2020

Excel Service-Desk Manager

Excel Service-Desk Manager is a simple but powerful service incident management tool that can be customized and potentially leveraged for the overall service management cycle. Excel Service-Desk Manager allows to create, update and resolve incidents, setting the status, priority, assignment team, and fully tracking all changes. It comes with a dashboard and simple reporting table.

Tuesday, July 21, 2020

Excel Shift Roster Generator

Excel Shift Roster Generator helps create a work schedule or roster for pre-established shifts that rotate weekly for staff resources in a team or entire business. It requires defining work shifts start and end times according to the company and/or country policies, which will apply to the list of resources available. The roster displays colour-differentiated shifts along the calendar days for each resource available.

Friday, July 10, 2020

Excel User Authentication

Incorporate a user authentication form in Excel to let users login individually with name and password. This approach adds a level of restriction to spreadsheets on top of existing Excel workbook and worksheet protection options. Let’s see how it works.

Sunday, June 14, 2020

Excel Org Chart Creator

Create organizational charts in Excel with just one click using this Excel Org Chart Creator. Simple and easy to maintain with information in a table for names, tiers, and linkage to the structure. Try out the Excel Org Chart Creator and do not waste your precious time anymore updating diagrams for your team or department.

Sunday, May 24, 2020

Excel Timesheet Tracker

Excel Timesheet Tracker helps businesses monitor employee’s time spent on assigned tasks and sub-tasks. This version captures daily entries into a worksheet, where open items can be exported on demand.  Excel Timesheet Tracker is a simple but useful tool, and it can be adapted for weekly entries easily.


Saturday, May 9, 2020

Excel Survey Generator

Create instantly surveys adapted to your needs with Excel Survey Generator. Select from a wide range of response options and get a printable or presentation survey layout, also with the possibility to answer directly in the Excel spreadsheet. 


Sunday, April 26, 2020

Excel Mortgage Calculator

Planning to buy a new flat? Check this out first and easily calculate the mortgage payment, principal and interest with Excel Mortgage Calculator. Get instant visualization of the mortgage payments and amortization schedule.


Saturday, April 18, 2020

Excel International Calendar

Create easily and instantly a calendar for any given year with highlighted public holidays of the selected country using Excel International Calendar. In this article we will go through the main features and macros that make it work.