How to Share Excel Data with Word Documents

Microsoft Excel is tightly integrated with MS Word. There are several ways to share data that you create in Excel with a Word Document. In this lesson I demonstrate how to copy part of an Excel worksheet and then paste it into a Word document. Here are the techniques that I cover in this short Excel Video Lesson:

  • Paste as a Word Table
  • Paste as a Picture
  • Paste Special as a different type of Picture
  • Paste a Link between the Excel and Word documents – to update the latest sales figures

This is the first in a series of videos where I demonstrate how easy it is to share information between the different programs in the Microsoft Office Suite.

You can see a list of “The 50 Best Tips for Word 2007” by following this link.

You can view and download this video – for free – at the iTunes Store. I invite you to subscribe to my podcast, “Danny Rocks Tips and Timesavers.”

Learn how to “Master Excel in Minutes – Not Months!”

Prevent Duplicate Cell Entries with Excel Data Validation

Unfortunately, it is much too easy for a data entry clerk to assign duplicate account numbers. And this is a disaster waiting to happen. To prevent this from happening, use Excel’s Data Validation tool. In this short video lesson, I show you how to use the =COUNTIF() function in the Data Validation dialog box to ensure that only unique account numbers can be assigned to your customers.

I also show you how to extend the range of cells that contain this data validation rule: You use the Paste Special – Validation command.

This is one of “The 50 Best Tips for Excel 2007.” Click here to purchase the DVD using my secure shopping cart.

Learn how to “Master Excel in Minutes – Not Months!”

Video Tour My DVD – The 50 Best Tips for Excel 2007

I invite you to join me on a four minute, seven second video tour of my new instructional DVD, “The 50 Best Tips, Tricks & Techniques for Excel 2007.”

This DVD is different. If you want to learn Excel and you are pressed for time (and who isn’t these days?) this is the DVD for you. I give you over 5 1/2 hours of focused video instruction. The average length of each video lesson is 6 1/2 minutes! So you can find the topic that you want, learn it, and put it into practice at home or at work in under 10 minutes!

As a bonus, I include the 50 Excel worksheets that I used to create and film the video lessons. Now you can practice the tips to master your new Excel skills!

Follow this link if  you want to see the complete list of the 50 video lessons on my DVD.

Are you ready to purchase “The 50 Best Tips for Excel 2007?” Follow this link to enter the online bookstore for The Company Rocks. This is a secure shopping site. And, I guarantee that you will be satisfied with your purchase. If you are not satisfied with your purchase, I will refund you money – no questions asked!

Sincerely,

Danny Rocks

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Use the Transpose Feature to Change the Orientation of Data Imported into Excel

I am working through the special requests that viewers have sent me. In this lesson, I show you how to:

  • Use Data – Get External Data – to import a simple delimited text file.
  • Use Copy – Paste Special – Transpose – to make a copy of the imported data that is now “vertically oriented.” i.e. The field entries run down the column rather than across the rows.
  • Use the Data – Text-to-Columns feature to break an “address block” (City, State, Zip Code) that is one cell into three distinct cells. This is a terrific time saver!

Now available for purchase: My DVD “The 50 Best Tips, Tricks, and Techniques for Excel 2007”

Over 5 1/2 hours of training. Each video lesson focuses on one tip and averages 6 minutes.

Now available from the online store at www.thecompanyrocks.com

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My New DVD – The 50 Best Tips for MS Excel 2007 is now on sale

50 Best Tips fo MS Excel

New! Now available from the online store at www.thecompanyrocks.com

Do you ever have one of those “A-ha” moments? You know – those moments when everything falls into place. When everything becomes crystal clear. When you finally “get it!”

Well, here is your opportunity to experience 50  “A-ha” moments. Here is a great way for you to learn “The 50 Best TIps, Tricks, and Techniques for Microsoft Excel 2007.”

I spent almost three months filming these short Excel training videos. I worked hard to create this DVD in order to make it easy for you to learn how to remain productive at work while learning to use the new Excel 2007 interface.

And, the Excel 2007 interface is really quite different.

So different, that many long-time Excel users just give up on it and return to the tried and true Excel 2003 program.

And that is too bad. Because, Excel 2007 allows you to perform so many business tasks faster and better. But … first, you must get over “the initial learning curve” to understand how to navigate in Excel 2007.

This DVD makes it easy for you to learn how to use Microsoft Excel 2007 – guaranteed!

In selecting the 50 Best Tips for Excel 2007, I wanted to include tricks that all Excel users could put to use – now! I include tips at the Introductory, Intermediate and Advanced levels.

Each lesson is short – five to six minutes on average – and focused on just one topic. Each lesson on the DVD is self-contained – I teach you how to solve one problem per lesson.Overall, the DVD contains 5 1/2 hours of training on Excel 2007!

This DVD is available exclusively from the SkillPath Seminars bookstore. They are offering it for sale at the introductory price of $49.95 Here is a link to the demonstration / order now page.

I am proud of this product. I know that you will gain some new insights into how to get the most out of Excel 2007. I welcome  your feedback. Please drop me a note  – danny@thecompanyrocks.com Or … add your comments below for all readers to share.

Thank you for your support!

Danny Rocks

Use =INDIRECT() Function to Connect 2 Pick-From Lists in Excel

This video is in response to a viewer who wants to join two columns containing Data Validation “Pick-from” lists. She knew that there was a Formula that could perform this, but she didn’t know how to accomplish this.

I promised to create this Excel video lesson to show her how – using the =INDIRECT() Function.

Here are the steps to follow in this lesson:

  1. Create lists for each group you want to be able to select from. Division and then in Departments (Sales, Marketing, etc.)
  2. Name each of these lists. Use either the NAME BOX or “Insert – Name – Create” (Select the Label and the Values).
  3. For the 1st Column – Division – use “Data – Validation” and in the “Allow” drop-down, choose “List.”
  4. Use the F3 shortcut to bring up the Named Range Dialog Box. Select “Division.” Type in a message for the Screen Tip and click OK.
  5. For the 2nd Column – the one whose “Pick-from” list will be based on the Values from the 1st Column (Division), we start with “Data – Validation” and in “Allow” choose “List.”
  6. Here is where we use the =INDIRECT() Function in the “Refers To” box. Click to select the cell in the Same Row in the 1st Column. Note: Be sure to make the Cell Reference Relative so that the formula can be copied down the column.
  7. I created the Validations in the Top Cell in each Column. Use Copy, Paste Special, Validation to apply the “Pick-from” validation to the remaining cells.

This is not a “Perfect” solution. As you can see, when you change the value in the first drop-down list, the value in the second list remains in place. What does change, however, is the list of values now available in the second drop-down list – waiting for you to make your selection!

Looking for a specific Excel Video Lesson? – Index of all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

I Have 21 Excel Videos Rated 5-Stars on YouTube

YouTube Logo

YouTube Logo

Here is a listing of my 21 Excel Video Lessons that are rated “5-Stars” on YouTube.

I hvae organized the videos by category. The First Hyperlink will take you to to the videos on this site. The “indented” Hyperlink will take you to the videos on my YouTube site –  DannyRocksExcels.

I hope that you find a few tips to save you time or answer a question. I welcome your feedback. Enjoy!

Pivot Tables

“What-if” Analysis

Consolidation and SubTotals

Filter & Sort Lists in Excel

Financial Functions in Excel

Logical & Lookup Functions in Excel

Text Functions

Formula Auditing

Formatting and Conditional Formatting

Paste Special Options

Excel Charts

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

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Calculate Data in Excel and Present it in PowerPoint

You can’t beat MS Excel when it comes to organizing, calculating & graphing data. However, when it comes to presenting data – especially to a large gathering of people –  then MS PowerPoint is the best choice.

The 50 Best Tips

The 50 Best Tips Series

However, too many people simply re-type their Excel data into PowerPoint. This wastes time and it is not the most effective way to present the data.

In this video lesson, I demonstrate five ways to Paste, Link, and Embed Excel data in PowerPoint:

Here are the steps to follow in this video lesson:

  1. In Excel, select and copy the data to the clipboard.
  2. In PowerPoint, select the slide to receive the data and Right Mouse Click to “Paste.”
  3. Look to the lower right-hand corner of the pasted data and click the Paste Options Menu.
  4. Paste Option – Keep Text Only. You can move and re-size the Text Box. You can edit and format any text entry.
  5. Paste Option – Picture of Table. You can move and re-size the picture. The Picture Toolbar is activated. This allows you to format the picture. You can not edit individual values – you only have a “picture” of your Excel data.
  6. Paste Option – Table. This is the Default option. Each entry is in it’s own cell. You can choose Rows and Columns to format, insert or delete.
  7. Paste Option – Excel Table (Entire Workbook) – With this option you actually “Embed” the Excel application. Double-click on the data to activate Excel. Make any changes you desire.
  8. Edit-Paste Special – Link. With this option you create a “live link” to the source data in Excel. Any changes to the Excel file are reflected on the PowerPoint slide. Be careful to keep the Excel file and the PowerPoint file in the same directory to prevent “losing the link.”

Find the Excel Video Lesson that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now availabe to purchase. I invite you to visit my online bookstore for more details.

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How to Prepare Your Zip Codes for Mailing Labels

Clients call me up in a panic. “Danny, we are sending out a direct mail piece and Excel has screwed up our Zip Codes – they only contain 4 numbers! The Post Office can’t deliver the mailing piece this way. Can you help us?”

Yes I can!

The problem is not with Excel. The problem is not choosing the correct formatting for the Columns / Fields that contain Zip Codes or Postal Codes.

At the risk of jeopardizing some lucrative consulting fees, I will demonstrate how to solve this problem in this short Excel Video Tutorial.

Here are the steps to follow in this Excel Video Lesson:

  1. When you have control over your data, pre-format your Zip Codes column using the “Formant Cells, Number, Special, Zip Code” format.
  2. If your data contains cells with both 4 and 5 digit Zip Codes, use this formula:
  3. =IF(A2<=9999, 0&A2, A2)
  4. Now, you will see some cells formatted as “Text” – aligned to the Left side of the cell and other cells formatted as “Numbers” – aligned to the Right side. Take the next step:
  5. First, Copy the data (the cells w/ the =IF() Function) and choose Paste Special, Values to return the results of the formulas.
  6. With the cells still selected choose, Data, Text-to-Columns and choose “Fixed Length.” After previewing your data, choose the “Format as Text”  button and Finish the Wizard.

Find the Excel Training Video that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now availabe to purchase. I invite you to visit my online bookstore for more details.

Paste Special Saves You Time – Explore Your Options

I love the Paste Special options in Excel (and Word and PowerPoint.) They save me time. They help to ensure that I am always referring to the latest data. And they help me to be more productive. What’s not to like?

In this video lesson, Danny will demonstrate how to get the most out of each Paste Special option.

Here are the steps to follow in this video lesson:

  1. When you want to copy the “results” of a formula and not the actual formula, choose “Edit, Paste Special, Values.”
  2. If you want to copy the “source formatting” as well as the Values, choose “Edit, Paste Special, Values and Number Formatting.”
  3. To change the orientation (from Vertical to Horizontal, e.g.) choose “Edit, Paste Special, Transpose.”
  4. To ensure that your copied data remains current, choose “Edit, Paste Special, Paste Link.”
  5. You can also use the Paste Special Dialog Box to choose Paste Special “Formats” and “Comments.”
  6. Experiment with Paste Special Add, Multiply, Subtract & Divide.

Find the Excel Training Video that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now availabe to purchase. I invite you to visit my online bookstore for more details.

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