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KLOG means Knowledge Log.
KLOG is the term I use to differentiate my posts from BLOGs.
KLOG is always guaranteed to contain knowledgeable, well researched and immediately usable information.
Understanding Paste Special…

All of us use the Paste Special dialog. However, it is underused and/or misused quite often.

This happens because we have never taken the effort to understand what really is Paste Special. This article will help you understand and use Paste Special more clearly.

There are two types of Copy Paste (CP) at a broad level. CP within the same application and CP across applications. For examples copying cells from Excel and pasting them into PowerPoint is CP across documents.

Both of these work differently and we must understand them separately.

Let us take Excel as an example to explore Paste Special.

CP within the same application

What can you copy from Excel? Cells, Charts, Shapes, SmartArt and other objects.

Let us focus on Cells. What can a cell contain? Well, the list is longer than you think.

  1. Content (Formulas or values)
  2. Comments
  3. Formatting (manually done or conditional formatting)
    1. Formatting is also of two types – number formatting and other formatting (color, background, bold, borders, etc)
  4. Validations
  5. Width of the cell ( it is actually width of the COLUMN – because individual cells in a column can hot have different sizes)

Remember, we are talking about copy pasting WITHIN excel.

When you copy cells, EVERYTHING in it is copied – all the above items.
When you paste it somewhere else, EVERYTHING is pasted.
This is the default.

So what is special about Paste Special?

The word ‘special’ may sound as though Paste Special means paste something MORE than what would get pasted otherwise. But here is the paradox…

Paste Special = Paste something less than pasting everything!

Therefore, Paste Special asks you what you want to paste.

For example, if you choose Paste Special Values – it will paste values ONLY.

This “ONLY” is the key to understanding Paste Special.

Paste Values means Paste ONLY Values and DO NOT paste comments, formatting and validations.

Once you understand that Paste Special is a combination of DOING something and NOT doing something, you can use it effectively.

Common problem: Paste Special Values disturbs dates

I am sure you have faced this before.

You had data like this, with formulas in column C.

image

You copied it and chose Past Special – Values. Now what happens?

image

The date formatting goes away and you see numbers instead of dates. Why did this happen?

Now you know! It pasted values ONLY and DID NOT PASTE formatting.
Dates look like dates because they have been FORMATTED as dates. And we told Excel NOT to paste formatting. So dates show the underlying numbers.

Most users get frustrated with this outcome and manually reformat the dates. But that is not required.

The solution

Microsoft realized that Paste Special Values leads to this side effect and therefore, they provided a COMBINATION of Pasting Values and Number Formatting.

That is what you need to use in the Paste Special Dialog.

image

What if you have already pasted as Values and missed the chance to choose Values and Number formatting?

No problem. You can still change the paste setting as an after-thought. Notice the Paste Options SmartTag (that icon which we always ignored). Click on it and choose Values and Number Formatting.

image

 

Key learning

Paste Special within the same application means – Paste something lesser than All.

By the way, there is no COPY SPECIAL in Office. Copy always copies EVERYTHING.

Why? Because to get the ability to PASTE exactly what you want, you need to Copy EVERYTHING!

Quick Access Toolbar – Part 2

 

Commands which could not fit in Ribbon

This is a very common problem. You move from older version of Office to 2007 version. And you cannot find some familiar menu or toolbar button.

Many users think that Microsoft has removed that particular feature in the new version. In most cases this is not the case. The feature is very much there. But it could not fit into Ribbon. Therefore, you cannot find it in the ribbon.

Where do you find it then? In the CUSTOMIZE dialog.

Right click on the Ribbon or QAT to customize it.

image

Now you get two lists. Left side list shows available features, and right side list shows items already in the QAT. But wait. The list on the left side is filtered by default. It shows only Popular Commands.

We want ALL commands. So open the drop down and choose All Commands.

image

Now you can search for the command you want and then click on the Add button to add it to QAT.

You can also REMOVE unwanted commands from QAT using this dialog.

Rearranging the QAT buttons

While you are in this dialog, notice that items in QAT can be moved up and down to rearrange them.

Why would you want to do that? Two reasons:

Firstly, you can group related commands by rearranging them. There is even a group separator available in the left side list. Separator is always the first item in the left side list.  Here is how a grouped QAT looks like.

image

Secondly, you may want to rearrange commands so that you get convenient keyboard shortcuts for them.

Using Keyboard shortcuts Alt 1 to 9 for QAT

Office 2007 shows you keyboard shortcut keys on top of Ribbon and QAT commands. Just press and release the ALT key on your keyboard. Now watch how each item gets a letter or number.

QAT items always get numbers. First nine entries on QAT always get numbers 1 to 9.

image

So you have 9 predictable shortcuts – reserve them for the 9 most important and common actions you perform in the product. When we add items to QAT, we do not always add them in priority order. That is when the rearrange feature of QAT comes in handy.

One additional thought. If you use some features commonly across Office products, then arrange them to have SAME shortcut keys across products. This way, you will work even more efficiently.

What more can you add to QAT?

QAT is turning out to be a very long topic. But it is also a very useful feature. So let me complete all the possible scenarios. You never know which one will be relevant to your specific needs.

Open the Customization dialog and open the “Choose Commands From” dropdown.

That will give you an idea of all the items you can add to QAT. Do not miss the MACROS option. This is how your custom macros can be accessed in a single click. If you add a macro to QAT, the “Modify” button gets enabled. Use this button to change the icon of your macros so that you can easily identify them.

Unlike earlier version, you can no longer edit the icons. But it is not really a problem. The collection of symbols offered is sufficiently large.

image

In addition, you can add any items from the Office File menu to the QAT.

Some good candidates here are the print preview, quick print, save as PDF, Document Inspector, Mark as Final…

Finally, here is one great thing which often goes completely unnoticed…

The QAT can be specific to a document!

Customizing QAT for a document

Yes. This is possible. You can have a special set of QAT buttons which can be bundled with your document.

How do you do that? Well it is simpler than you thought!

Open your document. Go to Customize dialog. Notice the dropdown on top of the QAT items list called “Customize Quick Access Toolbar”. By default it shows For All Documents. Now open the drop down and choose your document. The QAT list will become empty. Now add items to QAT as usual.

That’s it.

When you finish customization, click Ok.

Notice that the global QAT items still remain, but the document specific items are added to it.

If you switch to another document, the document specific buttons go away automatically.

How do you know which items are document specific? They will have a small border around them.

image

Which items to make document specific?

Well it depends upon what kind of document you are making and what is special about using it.

But here are some suggestions:

If you are sending a document to someone for reviewing, provide New Comment, Next comment, Previous comment buttons along with it.

If your document contains multiple charts and pivot tables, add chart / pivot related commands to it.

 

Well that is how you use QAT. And this is only the beginning. When you use it actively, I am sure you will find more innovative ways for yourself.

Older Custom Toolbars workaround

This is a rare but important use of QAT. Suppose you had created custom toolbars using older versions of Office. When you migrate to Office 2007, the custom toolbar buttons are NOT added to QAT. Instead they become groups in Add-ins tab. This is cumbersome for most users because they have to click twice to access a custom toolbar button. The workaround is simple. Right click on individual items of your custom toolbar, which is now in Add-Ins tab and add it to QAT. That’s it.

Notes for IT Pros

QAT can be customized by per application, per user profile, per document basis.

The application specific QAT configuration is stored in
userprofiledirectory\Local Settings\Application Data\Microsoft\Office

The file extension is .QAT

Outlook keeps multiple QAT files. One each for mail editing UI, Calendar editing, task editing and so on.

Document specific QATs are of course inside the document package in the userCustomization directory.

Remember. QATs are part of Local Settings. Therefore you will NOT get them while roaming.

Base QATs can of course be controlled using Group Policy. Which means a particular set of users (or all users) can be helped by providing a pre-customized QAT to make their life easier.

Do you use the Quick Access Toolbar in Office 2007?

Quick Access Toolbar (QAT) is the custom toolbar available in Office 2007 (Word, Excel, PowerPoint and Outlook – while editing mail messages)

Many of us never notice it and realize its importance.

Try this and see how it improves the way you work…

First of all, NOTICE the QAT.

Initially it is placed in a not so prominent place, just next to the File menu (Office button).

image

It has three buttons – Save, Undo and Redo.

What is the benefit of QAT ?

It offers single click access to these buttons (and more buttons which you can add).

Why is this important?

Because Office 2007 ribbon is based upon Tabs. Each Tab (like Home, Insert) contains various buttons within it. ONLY ONE TAB can be active at a time. Therefore, if you want to click an item in Home tab, and currently some other Tab is open, then you need TWO clicks.

In earlier version of Office, once you have a toolbar active, all buttons were always available for a single click operation. This may sound like a disadvantage of the new Ribbon. But it is not. (I wont go into details of why not. Just trust me).

Now, most of us know the keyboard shortcut keys for Save (Ctrl S) and for Undo (Ctrl Z). The third button is called Redo (Ctrl Y), but it is a rarely used functionality. You must learn to use REDO. It is like “Repeat Last Action”. Try it consciously and you will see how often we need to repeat last actions.

Now, these three buttons on the QAT are fairly useless because we use keyboard shortcuts to access them most of the time.

Then why are they given there? The answer is simple … IT IS A DEMO of what you can do with QAT.

You are not just supposed to use these three buttons, but you are supposed to add your own stuff there.

Practically any button / feature you see on the ribbon can be added here.

Which items to put on QAT? Short answer = Commonly used features which you need single click access for.

How to use QAT?

Firstly, start noticing which features you are using often. Then right click on that item and choose “Add to Quick Access Toolbar”. Now the item will be there at its original place AND on the QAT.

image       image

Which items can you add to QAT?

Here is a classic example of how we underutilize things by default.

The documentation just says, right click on any item and add it to QAT.

Most of us try it, it works and then we think we know it now.

But this is NOT all… there are some extremely useful items you desperately need, but you will never end up adding them to QAT…

Why? Not because it is technically impossible, but because you never thought of doing it!

Let me explain…

Do you remember the good old Standard toolbar in older versions of Office?

It had commonly used buttons like Print and Print Preview. All of us have used those. But in Office 2007, these buttons are not available on the Ribbon by default. We have to open the Office File menu and then choose them from Print – Quick Print / Print Preview…

Now if you need them often, what should you be doing? Adding them to QAT… sounds obvious!

But if I had not explicitly mentioned this here, you would probably never thought of right clicking on these options… Why? Because these are in a Drop Down Menu. Subconsciously our brain somehow thinks that only items which are on Ribbon (which is a broader toolbar really) are the only ones which can be added to QAT.

There are more such useful items which can be added to QAT…

Dialog Launchers

This is another tricky thing which confuses people when they move to Office 2007.

We are familiar with many common dialogs like File – Page Setup, Format – Paragraph.

Office 2007 does not have File – Page Setup dialog. This often frustrates users.

Of course, the dialog is very much there. But the way you launch it is rather cryptic.

Here is how you get the Page Setup dialog in Word and Excel 2007.

Click on that small little arrow icon in the right bottom corner of Page Setup group.

Not very intuitive I would say. But never mind, Now that you know about it, you will never forget it.

image

Now that you know about it, you will start noticing this icon in many other places in the Ribbon.

One very cryptic one is the Office Clipboard icon, at the corner of the Paste group in Home Tab.

Now here is the best part… you can right click on this Dialog Launcher and add it to QAT.

Bottom-line: You can and you should add your favourite dialog launchers to QAT. 

Drop-Downs

There are many dropdown items in Ribbon. For example: Font, Font Size, Border, Alignment and so on.

Can you add these to QAT? Yes of course. But there is more to it.

Some Drop Down items add the full dropdown to QAT. For example, you can add the entire Font Drop Down to QAT, but you cannot add just one particular Font to QAT.

That may sound obvious. But the reverse situation is not so obvious.

For example, the Borders dropdown can be added to QAT. In addition, INDIVIDUAL type of border, which is a separate item from the drop down, can ALSO BE ADDED to QAT.

Most of us would have missed that one!

image   

Here is how the QAT would look if you added the entire Borders dropdown and the All borders item from the drop down. It may be a good idea to add the base dropdown AND the most commonly used item from it as shown here.

Another place where this type of combination is very useful is in the Align and Distribute drop down.

image

 

There is more to QAT …

But let us leave that for the next post.

Start using this much for now…

How to overcome the 65k (or 1 million) row limit and analyze data in Excel?

This problem has been haunting people for a very long time.
The recent increase of the row limit to 1 million+ rows may have solved the problem. But sooner or later you are bound to have data which exceeds this limit as well. So what we need is a better approach which works across Excel versions.

Here I am assuming that you don't want to scroll through thousands of rows but you want to create a Pivot Table to analyze the data.

Here is the summary of steps involved.

  1. Split data into multiple sheets.
  2. Create a named range for each block of data
  3. Save the Excel file
  4. Create and ODBC data source based upon the Excel file.
  5. Open a new, blank Excel file
  6. Create Pivot Table based upon the Excel ODBC data source
  7. Edit the query manually and create a UNION based select query which combines all the blocks of data
  8. Make a pivot table directly (don't try to get the data into Excel sheet, because it will not fit).
  9. Pivot table has no row limit!
How is the Office 2007 product?

This question is very frequently asked to me. As everyone knows how much I like Office, everyone wants to know what I feel about Office 2007.

   

Here are my views:

  1. Needless to say, it is a great product.
  2. There is completely new interface (menus and toolbars) for Word, Excel, PowerPoint and Outlook editors.
  3. The interface for base Outlook, InfoPath, Visio, Project, Publisher is still similar to earlier version.
  4. Initially, say for few days, you may feel out of place because you will not find the usual menus and toolbars. But soon you will get used to it. Nevertheless, it is a negative aspect.
  5. However, this negative aspect has a huge positive side to it. In older versions of Office, there were too many menus and toolbars and dialogs. These went on increasing with every version. Nobody really noticed most of them... simply because it was too difficult to notice them! Therefore, many great and useful things were never used by the world. In Office 2007 all those nice things have been brought to the surface. Therefore, you are bound to find many useful gems while you work.
  6. While working on Office 2007, it is a good idea to keep thinking what you want to do currently, and then look at the menu options and click on the most logical one. At any point, there is only ONE TOOLBAR. Now it is called a Ribbon. And surprisingly all relevant options will be available there. Once you consciously follow this method, you will start becoming more productive very quickly.
  7. There are lot of new features added in Office 2007. However, while you use it, don't worry about what is new in 2007. Worry about what is new (and useful) to you.
  8. Finally, the most important thing is this....
    You will need to rethink every action you are currently habituated to. Because, unless proved otherwise, there is a better, more elegant way of doing it. Just find the right way and change your (mostly bad) habits. That is called productivity!

More details on this topic later....

Do post your feedback.

Welcome to my KLOG

Well, I am starting to write again after a gap of 3 years. As some of you may know, I used to write a weekly column in Express Computers for over 6 years (700+ articles). It stopped in 2002.
Some recent articles can be found at
www.expresscomputeronline.com/techforum.shtml

Now I am back. Well, thousands of people write 'blogs'. I did not jump into the bandwagon. Now I am starting off but with a twist.

I will be writing Knowledge Log - KLOG. (Don't know if someone has coined this term already!). What does that mean? It means the same thing my articles were known for earlier.

Each piece posted here will be based upon the following principals:

  1. The content is well researched and tried and tested to maximum possible extent.
  2. The purpose is to simplify technology and make it possible to use it fully.
  3. The approach will be practical, common sense based and easy to understand
  4. The objective will be to reduce the readers some effort of evaluating and trying out the topic in question.
  5. The content will try to focus on highly useful but often ignored functionality in the related technology

When I used to write every week, it was a great thing because it kept me on my toes. Now I hope to get back into top gear to make that happen again.

Your feedback is most welcome.

Dr. Nitin Paranjape


 

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