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5/9/2001 - Archive

•  Rootsworks: Spreadsheets—Copying Formulas and Changing Cell Formats
•  Follow-Up On Korean War Repatriation Project

Rootsworks: Spreadsheets—Copying Formulas and Changing Cell Formats
When we last stalked Annie Tafel (in the 29 March Ancestry Daily News www.ancestry.com/library/view/news/articles/3635.asp), she was learning how to copy formulas with relative and absolute cell references. It was very helpful to her to be able to calculate approximate birth years from census information. As her spreadsheet grew, it became somewhat of a haystack, and the information that she was looking for, somewhat of a needle. What Annie came to realize was that she needed some help identifying values that were unusual, so that she could focus her attention on them. Today, we want to understand more about the power of copying formulas, and learn about cell formats.

Paste Special
Many of you are familiar with the COPY and PASTE options on the EDIT MENU. Few people are equally familiar with the PASTE SPECIAL option. If you copy anything, you've put it on the " windows clipboard." When you paste it, you are copying from the clipboard to the new cell. PASTE SPECIAL has three ways to change the information as you paste it back.

When you select PASTE SPECIAL, a dialog box pops up with eight options, two of which interest us. VALUES means that Excel will paste the values into the target cells as "literals" instead of "formulas." Literals can be copied all over the sheet and their values won't change. They can be TRANSPOSED (changed from rows to columns, see below) without changing either. FORMATS means that Excel will paste the format of the source cells without changing the values in the target cells. I often use the keyboard shortcut ALT-E,S,T to paste formats.

The OPERATION section will allow you to perform arithmetical operations on the source and target cells. I have never used this feature.

The third section, which is not labeled, contains TRANSPOSE. This feature will paste a row of numbers into a column, and vice versa. This is useful when you change your mind about the layout after you have already started. Format Basics
Many of you are already familiar with the FORMATTING TOOLBAR. In Excel, the VIEW menu has a TOOLBARS option. Excel installs with the STANDARD TOOLBAR loaded. I like to use VIEW/TOOLBARS to show the FORMATTING TOOLBAR as well. On that toolbar, you can change the font, font size, bold/italic/underline, justification (left, right, and center). You can also format numbers as currency or percentage, and change the number of decimals displayed. You can set up the borders, fill color (the color of the cell background), and font color. One of my favorite tools on this toolbar is the MERGE AND CENTER tool, which has a lowercase "a" with arrows pointing to the right and left. If you select several adjacent cells and then click on this tool, the cells are merged and the text in them is centered.

The Format Painter
One of the tools on the STANDARD TOOLBAR looks like a wet paintbrush, maybe a 4-inch wide job. This icon is the FORMAT PAINTER. The Help Text from Excel has this to say:

Copy formats from one cell or range to another 1. Select a cell or range that has the formatting you want to copy. 2. On the Formatting toolbar, click Format Painter. 3. Select the cell or range you want to copy the formatting to.

Tips

  • Continue copying: To copy the formatting in the selected cell or range to several locations, double-click the Format Painter button. As you select the targeted cells, the format will be copied into them. When you finish copying the formatting, click the button again.

  • Copy column widths: Select the heading of the column that is the width you want to copy, click the Format Painter button, and then click the heading of the column you want to copy the width to.

    Conditional Formatting
    One of my favorite features in Excel is CONDITIONAL FORMATTING. Found on the FORMAT MENU, this feature does just what it sounds like-- changes the format of a cell based on a condition that you specify. The user can change the font, fill color, border, bolding, and underlining using this option.

    WARNING: Specifying these conditions correctly takes practice. It's very easy to make the numbers blue for years before 1900 and red for years before 1800. It's more complicated if you want to make the numbers blue if they're more than 100 greater than the number to the left.

    I personally think that changing the FILL COLOR shows the information pattern more clearly than changing the font color.

    Genealogy Tie-In
    Spreadsheets are very useful for spotting patterns in sets of information. Making spreadsheets to organize rows and columns of information is a very powerful way to discover patterns and to identify holes in your research.

    Link Me Up
    (more stars is better)

    About.com ***
    www.businesssoft.about.com/compute/businesssoft/library/weekly/
    aa121300a.htm

    Karen Stille's example of Relative versus Absolute in Excel

    Learning Excel ****
    http://s9000.furman.edu/DD/labs/Excel/
    A course from Furman University that you can read online.

    Conditional Formatting **
    www.sharbrough.net/Excel%20-%20Conditional%20Formatting.htm
    I was astounding to see an article from my site come up 3rd on Google.

    Ask Mr Excel ***
    www.mrexcel.com/
    A series of articles about Excel use. If the pages weren't so ugly to look at, I'd give it 4 stars.

    What Else?
    Interested persons can view examples on my Web site (www.sharbrough.net/genarticles.htm). You can view the examples in Web format, or download the worksheet (a better way to see the formulas and try the examples).


    Beau Sharbrough is the president of GENTECH, the founder of the GENTECH and FGS Web sites, and a founder of the Lexicon Working Group. He would like to hear from you at beau@sharbrough.net, but due to the volume of e-mail received, he is unable to answer every e-mail message received. Please note that he cannot assist you with your individual computer problems. Visit Beau's Web site for information about speaking engagements. Beau is the father of two college-age girls and is a proud graduate of Texas A&M University.


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