Topic Wiki

For cool Excel spreadsheet template to keep track of all Credit Card stuff, see here
« Last edited by shoobi on November 12, 2015, 11:24:07 PM »

Author Topic: Excel Help and Problems  (Read 145498 times)

Offline jose34

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: Aug 2016
  • Posts: 1825
  • Total likes: 79
  • DansDeals.com Hat Tips 1
    • View Profile
Re: Excel Help and Problems
« Reply #1410 on: July 06, 2020, 03:12:13 AM »
Very Impressed with https://exceljet.net/.
Explains formulas in text and has some videos.
Very clean interface and easy to learn from.   

Offline yoruel

  • Dansdeals Platinum Elite + Lifetime Silver Elite
  • *****
  • Join Date: May 2013
  • Posts: 684
  • Total likes: 2
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: New York
Re: Excel Help and Problems
« Reply #1411 on: August 04, 2020, 10:49:52 AM »
Is there a way to use ctrl f, on multiple open sheets?
If I don't know which sheet the information is in

Online cgr

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Aug 2017
  • Posts: 2915
  • Total likes: 594
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1412 on: August 04, 2020, 10:59:21 AM »
Is there a way to use ctrl f, on multiple open sheets?
If I don't know which sheet the information is in
I'm assuming you mean workbooks (to search multiple worksheets within the same workbook just click on Options and select Workbook instead of Sheet).
There's no built in excel functionality to search across multiple workbooks so assuming you don't want to go the VBA route, you can search the folder instead of the file. This will isolate the file containing your desired text and while it won't give you the cell location you can then search within that particular Workbook for the cells containing the data desired.

Offline CountValentine

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Mar 2013
  • Posts: 9065
  • Total likes: 2509
  • DansDeals.com Hat Tips -1
  • Gender: Female
    • View Profile
  • Location: Poland - Exiled
  • Programs: DAOTYA, DDF Level 3, 5K Lounge
Re: Excel Help and Problems
« Reply #1413 on: August 16, 2020, 10:38:59 PM »
On a couple of files the save box shows when I close the file even if no changes were made.
I can open and close right away and it will ask to save instead of closing right away. Any ideas?
You're so far up Trump's a** you can see Giuliani's feet.  HT Baruch

Offline Yo ssi

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Aug 2019
  • Posts: 3377
  • Total likes: 1024
  • DansDeals.com Hat Tips 38
  • Gender: Male
    • View Profile
  • Programs: @myi so list them as Dan does!
Re: Excel Help and Problems
« Reply #1414 on: August 17, 2020, 12:39:43 AM »
On a couple of files the save box shows when I close the file even if no changes were made.
I can open and close right away and it will ask to save instead of closing right away. Any ideas?
It only happens to specific files? Maybe there's a function like current time that reruns every time it's opened.

Offline CountValentine

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Mar 2013
  • Posts: 9065
  • Total likes: 2509
  • DansDeals.com Hat Tips -1
  • Gender: Female
    • View Profile
  • Location: Poland - Exiled
  • Programs: DAOTYA, DDF Level 3, 5K Lounge
Re: Excel Help and Problems
« Reply #1415 on: August 17, 2020, 08:20:56 AM »
Maybe there's a function like current time that reruns every time it's opened.
It is a formula that uses current date that is the issue. If I delete them it will save without asking.
Here is the odd part. This only started to happen after I moved everything over to my new computer. The same file on my old computer will save without asking if no changes are made.
Any way to fix this?
Old computer uses Office Pro 2016
New computer uses Office Pro Plus 2016
ETA: I start a new file and put =TODAY() in the first cell. If I open and close it will ask to save instead of closing right away.
« Last Edit: August 17, 2020, 08:32:53 AM by CountValentine »
You're so far up Trump's a** you can see Giuliani's feet.  HT Baruch

Offline aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 12122
  • Total likes: 6521
  • DansDeals.com Hat Tips 11
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: Excel Help and Problems
« Reply #1416 on: August 17, 2020, 09:28:01 AM »
It is a formula that uses current date that is the issue. If I delete them it will save without asking.
Here is the odd part. This only started to happen after I moved everything over to my new computer. The same file on my old computer will save without asking if no changes are made.
Any way to fix this?
Old computer uses Office Pro 2016
New computer uses Office Pro Plus 2016
ETA: I start a new file and put =TODAY() in the first cell. If I open and close it will ask to save instead of closing right away.

Is one using autosave and/or onedrive?
Feelings don't care about your facts

Offline CountValentine

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Mar 2013
  • Posts: 9065
  • Total likes: 2509
  • DansDeals.com Hat Tips -1
  • Gender: Female
    • View Profile
  • Location: Poland - Exiled
  • Programs: DAOTYA, DDF Level 3, 5K Lounge
Re: Excel Help and Problems
« Reply #1417 on: August 17, 2020, 09:44:23 AM »
Is one using autosave and/or onedrive?
Not onedrive as that was uninstalled. How would I check for autosave? There are files without using the date that work fine.
You're so far up Trump's a** you can see Giuliani's feet.  HT Baruch

Offline aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 12122
  • Total likes: 6521
  • DansDeals.com Hat Tips 11
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: Excel Help and Problems
« Reply #1418 on: August 17, 2020, 11:07:49 AM »
Not onedrive as that was uninstalled. How would I check for autosave? There are files without using the date that work fine.
I have an icon in the quick access toolbar, but I use 365 with Onedrive. maybe autosave will help.
Feelings don't care about your facts

Offline thaber

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2008
  • Posts: 3058
  • Total likes: 172
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1419 on: August 27, 2020, 11:29:32 PM »
I need to be on top of multiple legal entities, each of which has its own quirks as far as filing deadlines, etc.
there's expensive Entity Management System software out there, but there's got to be an easy way in excel or access to do this.
Anyone have ideas?

Online cgr

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Aug 2017
  • Posts: 2915
  • Total likes: 594
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1420 on: August 27, 2020, 11:38:56 PM »
I need to be on top of multiple legal entities, each of which has its own quirks as far as filing deadlines, etc.
there's expensive Entity Management System software out there, but there's got to be an easy way in excel or access to do this.
Anyone have ideas?

I might be able to help you with this (I do VBA coding in excel) but I don't understand what you need done so I can't really say...

Offline thaber

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2008
  • Posts: 3058
  • Total likes: 172
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1421 on: August 27, 2020, 11:45:04 PM »
I might be able to help you with this (I do VBA coding in excel) but I don't understand what you need done so I can't really say...
I need to track the following for a couple dozen legal entities (corporations and such):
Name/Formation Date/State ID/ Federal ID/ Bank Account/ yearly city filing/ yearly state payment/ biyearly state filing/ yearly irs extension/ yearly irs filing/
the first 5 fields are static, easy enough in excel, the rest need annual checkboxes/reminders
A nice perk would be if the org chart (which entities are involved in which other ones) was somehow represented.

Online cgr

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Aug 2017
  • Posts: 2915
  • Total likes: 594
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1422 on: August 28, 2020, 10:22:28 AM »
I need to track the following for a couple dozen legal entities (corporations and such):
Name/Formation Date/State ID/ Federal ID/ Bank Account/ yearly city filing/ yearly state payment/ biyearly state filing/ yearly irs extension/ yearly irs filing/
the first 5 fields are static, easy enough in excel, the rest need annual checkboxes/reminders
Doable but you'd need to either have the sheet run in the background once a day to give you the reminders, or open it every now and then to trigger the reminders (could be via a popup dialogue box or it could send you an email but you'll need to open it for it to trigger).

A nice perk would be if the org chart (which entities are involved in which other ones) was somehow represented.
In all my years working in finance I've yet to come across a really good way to do this. I've worked with lists, charts, graphs, etc and if it's not a simple setup where each company has just one parent and there's no common-ownership situations, it's confusing.

Offline thaber

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2008
  • Posts: 3058
  • Total likes: 172
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1423 on: August 28, 2020, 11:16:43 AM »
Doable but you'd need to either have the sheet run in the background once a day to give you the reminders, or open it every now and then to trigger the reminders (could be via a popup dialogue box or it could send you an email but you'll need to open it for it to trigger).
In all my years working in finance I've yet to come across a really good way to do this. I've worked with lists, charts, graphs, etc and if it's not a simple setup where each company has just one parent and there's no common-ownership situations, it's confusing.
Thank you for your help. I assume macros are the way to go for reminders?

Online cgr

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Aug 2017
  • Posts: 2915
  • Total likes: 594
  • DansDeals.com Hat Tips 4
    • View Profile
Re: Excel Help and Problems
« Reply #1424 on: August 28, 2020, 12:32:24 PM »
Thank you for your help. I assume macros are the way to go for reminders?
Correct.