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• Exploring the Excel Services REST API

  - by jamiet

  Over the last few years Analysis Services guru Chris Webb and I have been on something of a crusade to enable better access to data that is locked up in countless Excel workbooks that litter the hard drives of enterprise PCs. The most prominent manifestation of that crusade up to now has been a forum thread that Chris began on Microsoft Answers entitled Excel Web App API? Chris began that thread with: I was wondering whether there was an API for the Excel Web App? Specifically, I was wondering if it was possible (or if it will be possible in the future) to expose data in a spreadsheet in the Excel Web App as an OData feed, in the way that it is possible with Excel Services? Up to recently the last 10 words of that paragraph "in the way that it is possible with Excel Services" had completely washed over me however a comment on my recent blog post Thoughts on ExcelMashup.com (and a rant) by Josh Booker in which Josh said: Excel Services is a service application built for sharepoint 2010 which exposes a REST API for excel documents. We're looking forward to pros like you giving it a try now that Office365 makes sharepoint more easily accessible.  Can't wait for your future blog about using REST API to load data from Excel on Offce 365 in SSIS. made me think that perhaps the Excel Services REST API is something I should be looking into and indeed that is what I have been doing over the past few days. And you know what? I'm rather impressed with some of what Excel Services' REST API has to offer. Unfortunately Excel Services' REST API also has one debilitating aspect that renders this blog post much less useful than it otherwise would be; namely that it is not publicly available from the Excel Web App on SkyDrive. Therefore all I can do in this blog post is show you screenshots of what the REST API provides in Sharepoint rather than linking you directly to those REST resources; that's a great shame because one of the benefits of a REST API is that it is easily and ubiquitously demonstrable from a web browser. Instead I am hosting a workbook on Sharepoint in Office 365 because that does include Excel Services' REST API but, again, all I can do is show you screenshots. N.B. If anyone out there knows how to make Office-365-hosted spreadsheets publicly-accessible (i.e. without requiring a username/password) please do let me know (because knowing which forum on which to ask the question is an exercise in futility). In order to demonstrate Excel Services' REST API I needed some decent data and for that I used the World Tourism Organization Statistics Database and Yearbook - United Nations World Tourism Organization dataset hosted on Azure Datamarket (its free, by the way); this dataset "provides comprehensive information on international tourism worldwide and offers a selection of the latest available statistics on international tourist arrivals, tourism receipts and expenditure" and you can explore the data for yourself here. If you want to play along at home by viewing the data as it exists in Excel then it can be viewed here. Let's dive in.   The root of Excel Services' REST API is the model resource which resides at: http://server/_vti_bin/ExcelRest.aspx/Documents/TourismExpenditureInMillionsOfUSD.xlsx/model Note that this is true for every workbook hosted in a Sharepoint document library - each Excel workbook is a RESTful resource. (Update: Mark Stacey on Twitter tells me that "It's turned off by default in onpremise Sharepoint (1 tickbox to turn on though)". Thanks Mark!) The data is provided as an ATOM feed but I have Firefox's feed reading ability turned on so you don't see the underlying XML goo. As you can see there are four top level resources, Ranges, Charts, Tables and PivotTables; exploring one of those resources is where things get interesting. Let's take a look at the Tables Resource: http://server/_vti_bin/ExcelRest.aspx/Documents/TourismExpenditureInMillionsOfUSD.xlsx/model/Tables Our workbook contains only one table, called ‘Table1’ (to reiterate, you can explore this table yourself here). Viewing that table via the REST API is pretty easy, we simply append the name of the table onto our previous URI: http://server/_vti_bin/ExcelRest.aspx/Documents/TourismExpenditureInMillionsOfUSD.xlsx/model/Tables('Table1') As you can see, that quite simply gives us a representation of the data in that table. What you cannot see from this screenshot is that this is pure HTML that is being served up; that is all well and good but actually we can do more interesting things. If we specify that the data should be returned not as HTML but as: http://server/_vti_bin/ExcelRest.aspx/Documents/TourismExpenditureInMillionsOfUSD.xlsx/model/Tables('Table1')?$format=image then that data comes back as a pure image and can be used in any web page where you would ordinarily use images. This is the thing that I really like about Excel Services’ REST API – we can embed an image in any web page but instead of being a copy of the data, that image is actually live – if the underlying data in the workbook were to change then hitting refresh will show a new image. Pretty cool, no? The same is true of any Charts or Pivot Tables in your workbook - those can be embedded as images too and if the underlying data changes, boom, the image in your web page changes too. There is a lot of data in the workbook so the image returned by that previous URI is too large to show here so instead let’s take a look at a different resource, this time a range: http://server/_vti_bin/ExcelRest.aspx/Documents/TourismExpenditureInMillionsOfUSD.xlsx/model/Ranges('Data!A1|C15') That URI returns cells A1 to C15 from a worksheet called “Data”: And if we ask for that as an image again: http://server/_vti_bin/ExcelRest.aspx/Documents/TourismExpenditureInMillionsOfUSD.xlsx/model/Ranges('Data!A1|C15')?$format=image Were this image resource not behind a username/password then this would be a live image of the data in the workbook as opposed to one that I had to copy and upload elsewhere. Nonetheless I hope this little wrinkle doesn't detract from the inate value of what I am trying to articulate here; that an existing image in a web page can be changed on-the-fly simply by inserting some data into an Excel workbook. I for one think that that is very cool indeed! I think that's enough in the way of demo for now as this shows what is possible using Excel Services' REST API. Of course, not all features work quite how I would like and here is a bulleted list of some of my more negative feedback: The URIs are pig-ugly. Are "_vti_bin" & "ExcelRest.aspx" really necessary as part of the URI? Would this not be better: http://server/Documents/TourismExpenditureInMillionsOfUSD.xlsx/Model/Tables(‘Table1’) That URI provides the necessary addressability and is a lot easier to remember. Discoverability of these resources is not easy, we essentially have to handcrank a URI ourselves. Take the example of embedding a chart into a blog post - would it not be better if I could browse first through the document library to an Excel workbook and THEN through the workbook to the chart/range/table that I am interested in? Call it a wizard if you like. That would be really cool and would, I am sure, promote this feature and cut down on the copy-and-paste disease that the REST API is meant to alleviate. The resources that I demonstrated can be returned as feeds as well as images or HTML simply by changing the format parameter to ?$format=atom however for some inexplicable reason they don't return OData and no-one on the Excel Services team can tell me why (believe me, I have asked). $format is an OData parameter however other useful parameters such as $top and $filter are not supported. It would be nice if they were. Although I haven't demonstrated it here Excel Services' REST API does provide a makeshift way of altering the data by changing the value of specific cells however what it does not allow you to do is add new data into the workbook. Google Docs allows this and was one of the motivating factors for Chris Webb's forum post that I linked to above. None of this works for Excel workbooks hosted on SkyDrive This blog post is as long as it needs to be for a short introduction so I'll stop now. If you want to know more than I recommend checking out a few links: Excel Services REST API documentation on MSDNSo what does REST on Excel Services look like??? by Shahar PrishExcel Services in SharePoint 2010 REST API Syntax by Christian Stich. Any thoughts? Let's hear them in the comments section below! @Jamiet 

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• Export to Excel from ASP.NET produces files unreadable with Excel Viewer

  - by MainMa

  Hi, I want to output some dynamic data from an ASP.NET website to Excel. I found that the easiest way which does not require to use Excel XML or to install Excel on server machine is to output data as a table and specify application/vnd.ms-excel type. The problem is when I do so and try to open the file in Excel Viewer, I receive the following error message: Microsoft Excel Viewer cannot open files of this type. Then nothing is opened. Even an easiest code such as: protected void Page_Load(object sender, EventArgs e) { Response.Clear(); Response.Buffer = true; HttpContext.Current.Response.AddHeader("content-disposition", "attachment; filename=Example.xls"); Response.ContentType = "application/vnd.ms-excel"; StringWriter stringWriter = new System.IO.StringWriter(); HtmlTextWriter htmlTextWriter = new System.Web.UI.HtmlTextWriter(stringWriter); dataGrid.RenderControl(htmlTextWriter); Response.Write("<html><body><table><tr><td>A</td><td>B</td></tr><tr><td>C</td><td>D</td></tr></table></body></html>"); Response.End(); } produces the same error. What can cause such behavior? Is it because the Viewer cannot read such files, but full Excel version can?

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• Excel Automation Addin UDFs not accesible

  - by Eric

  I created the following automation addin: namespace AutomationAddin { [Guid("6652EC43-B48C-428a-A32A-5F2E89B9F305")] [ClassInterface(ClassInterfaceType.AutoDual)] [ComVisible(true)] public class MyFunctions { public MyFunctions() { } #region UDFs public string ToUpperCase(string input) { return input.ToUpper(); } #endregion [ComRegisterFunctionAttribute] public static void RegisterFunction(Type type) { Registry.ClassesRoot.CreateSubKey( GetSubKeyName(type, "Programmable")); RegistryKey key = Registry.ClassesRoot.OpenSubKey( GetSubKeyName(type, "InprocServer32"), true); key.SetValue("", System.Environment.SystemDirectory + @"\mscoree.dll", RegistryValueKind.String); } [ComUnregisterFunctionAttribute] public static void UnregisterFunction(Type type) { Registry.ClassesRoot.DeleteSubKey( GetSubKeyName(type, "Programmable"), false); } private static string GetSubKeyName(Type type, string subKeyName) { System.Text.StringBuilder s = new System.Text.StringBuilder(); s.Append(@"CLSID\{"); s.Append(type.GUID.ToString().ToUpper()); s.Append(@"}\"); s.Append(subKeyName); return s.ToString(); } } } I build it and it registers just fine. I open excel 2003, go to tools-Add-ins, click on the automation button and the addin appears in the list. I add it and it shows up in the addins list. but, the functions themselves don't appear. If I type it in it doesn't work and if I look in the function wizard, my addin doesn't show up as a category and the functions are not in the list. I am using excel 2003 on windows 7 x86. I built the project with visual studio 2010. This addin worked fine on windows xp built with visual studio 2008.

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• EXcel VBA : Excel Macro to create table in a PowerPoint

  - by Balaji.N.S

  Hi friends, My requirement is I have a Excel which contains some data. I would like to select some data from the excel and open a PowerPoint file and Create Table in PowerPoint and populate the data in to it Right now I have succeeded in collecting the data from excel opening a PowerPoint file through Excel VBA Code. Code for Opening the PowerPoint from Excel. Set objPPT = CreateObject("Powerpoint.application") objPPT.Visible = True Dim file As String file = "C:\Heavyhitters_new.ppt" Set pptApp = CreateObject("PowerPoint.Application") Set pptPres = pptApp.Presentations.Open(file) Now how do I create the table in PowerPoint from Excel and populate the data. Timely help will be very much appreciated. Thanks in advance,

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• Create a linear trend line in Excel graphs with logarithmic scale

  - by Redsoft7

  I I have an Excel scatter chart with x and y values. I set the logarithmic scale in x-axis and y-axis. When I add a linear trend line to the graph, the line is not linear but appears like a curve. How can I make a linear trend line on a logarithmic-scaled chart? Sample data: x: 18449 22829 25395 36869 101419 125498 208144 2001508 14359478 17301785 y: 269,09 273,89 239,50 239,50 175,13 176,73 151,94 135,15 131,55 121,55

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• How To - Guide to Importing Data from a MySQL Database to Excel using MySQL for Excel

  - by Javier Treviño

  Fetching data from a database to then get it into an Excel spreadsheet to do analysis, reporting, transforming, sharing, etc. is a very common task among users. There are several ways to extract data from a MySQL database to then import it to Excel; for example you can use the MySQL Connector/ODBC to configure an ODBC connection to a MySQL database, then in Excel use the Data Connection Wizard to select the database and table from which you want to extract data from, then specify what worksheet you want to put the data into.  Another way is to somehow dump a comma delimited text file with the data from a MySQL table (using the MySQL Command Line Client, MySQL Workbench, etc.) to then in Excel open the file using the Text Import Wizard to attempt to correctly split the data in columns. These methods are fine, but involve some degree of technical knowledge to make the magic happen and involve repeating several steps each time data needs to be imported from a MySQL table to an Excel spreadsheet. So, can this be done in an easier and faster way? With MySQL for Excel you can. MySQL for Excel features an Import MySQL Data action where you can import data from a MySQL Table, View or Stored Procedure literally with a few clicks within Excel.  Following is a quick guide describing how to import data using MySQL for Excel. This guide assumes you already have a working MySQL Server instance, Microsoft Office Excel 2007 or 2010 and MySQL for Excel installed. 1. Opening MySQL for Excel Being an Excel Add-In, MySQL for Excel is opened from within Excel, so to use it open Excel, go to the Data tab located in the Ribbon and click MySQL for Excel at the far right of the Ribbon. 2. Creating a MySQL Connection (may be optional) If you have MySQL Workbench installed you will automatically see the same connections that you can see in MySQL Workbench, so you can use any of those and there may be no need to create a new connection. If you want to create a new connection (which normally you will do only once), in the Welcome Panel click New Connection, which opens the Setup New Connection dialog. Here you only need to give your new connection a distinctive Connection Name, specify the Hostname (or IP address) where the MySQL Server instance is running on (if different than localhost), the Port to connect to and the Username for the login. If you wish to test if your setup is good to go, click Test Connection and an information dialog will pop-up stating if the connection is successful or errors were found. 3.Opening a connection to a MySQL Server To open a pre-configured connection to a MySQL Server you just need to double-click it, so the Connection Password dialog is displayed where you enter the password for the login. 4. Selecting a MySQL Schema After opening a connection to a MySQL Server, the Schema Selection Panel is shown, where you can select the Schema that contains the Tables, Views and Stored Procedures you want to work with. To do so, you just need to either double-click the desired Schema or select it and click Next >. 5. Importing data… All previous steps were really the basic minimum needed to drill-down to the DB Object Selection Panel  where you can see the Database Objects (grouped by type: Tables, Views and Procedures in that order) that you want to perform actions against; in the case of this guide, the action of importing data from them. a. From a MySQL Table To import from a Table you just need to select it from the list of Database Objects’ Tables group, after selecting it you will note actions below the list become available; then click Import MySQL Data. The Import Data dialog is displayed; you can see some basic information here like the name of the Excel worksheet the data will be imported to (in the window title), the Table Name, the total Row Count and a 10 row preview of the data meant for the user to see the columns that the table contains and to provide a way to select which columns to import. The Import Data dialog is designed with defaults in place so all data is imported (all rows and all columns) by just clicking Import; this is important to minimize the number of clicks needed to get the job done. After the import is performed you will have the data in the Excel worksheet formatted automatically. If you need to override the defaults in the Import Data dialog to change the columns selected for import or to change the number of imported rows you can easily do so before clicking Import. In the screenshot below the defaults are overridden to import only the first 3 columns and rows 10 – 60 (Limit to 50 Rows and Start with Row 10). If the number of rows to be imported exceeds the maximum number of rows Excel can hold in its worksheet, a warning will be displayed in the dialog, meaning the imported number of rows will be limited by that maximum number (65,535 rows if the worksheet is in Compatibility Mode).  In the screenshot below you can see the Table contains 80,559 rows, but only 65,534 rows will be imported since the first row is used for the column names if the Include Column Names as Headers checkbox is checked. b. From a MySQL View Similar to the way of importing from a Table, to import from a View you just need to select it from the list of Database Objects’ Views group, then click Import MySQL Data. The Import Data dialog is displayed; identically to the way everything looks when importing from a table, the dialog displays the View Name, the total Row Count and the data preview grid. Since Views are really a filtered way to display data from Tables, it is actually as if we are extracting data from a Table; so the Import Data dialog is actually identical for those 2 Database Objects. After the import is performed, the data in the Excel spreadsheet looks like the following screenshot. Note that you can override the defaults in the Import Data dialog in the same way described above for importing data from Tables. Also the Compatibility Mode warning will be displayed if data exceeds the maximum number of rows explained before. c. From a MySQL Procedure Too import from a Procedure you just need to select it from the list of Database Objects’ Procedures group (note you can see Procedures here but not Functions since these return a single value, so by design they are filtered out). After the selection is made, click Import MySQL Data. The Import Data dialog is displayed, but this time you can see it looks different to the one used for Tables and Views.  Given the nature of Store Procedures, they require first that values are supplied for its Parameters and also Procedures can return multiple Result Sets; so the Import Data dialog shows the Procedure Name and the Procedure Parameters in a grid where their values are input. After you supply the Parameter Values click Call. After calling the Procedure, the Result Sets returned by it are displayed at the bottom of the dialog; output parameters and the return value of the Procedure are appended as the last Result Set of the group. You can see each Result Set is displayed as a tab so you can see a preview of the returned data.  You can specify if you want to import the Selected Result Set (default), All Result Sets – Arranged Horizontally or All Result Sets – Arranged Vertically using the Import drop-down list; then click Import. After the import is performed, the data in the Excel spreadsheet looks like the following screenshot.  Note in this example all Result Sets were imported and arranged vertically. As you can see using MySQL for Excel importing data from a MySQL database becomes an easy task that requires very little technical knowledge, so it can be done by any type of user. Hope you enjoyed this guide! Remember that your feedback is very important for us, so drop us a message: MySQL on Windows (this) Blog - https://blogs.oracle.com/MySqlOnWindows/ Forum - http://forums.mysql.com/list.php?172 Facebook - http://www.facebook.com/mysql Cheers!

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• What does the Excel VBA range.Rows property really do?

  - by RBarryYoung

  OK, I am finishing up an add-on project for a legacy Excel-VBA application, and I have once again run up against the conundrum of the mysterious range.Rows(?) and worksheet.Rows properties. Does anyone know what these properties really do and what they are supposed to provide to me? (note: all of this probably applies to the corresponding *.Columns properties also). What I would really like to be able to use it for is to return a range of rows, like this: SET rng = wks.Rows(iStartRow, iEndRow) But I have never been able to get it to do that, even though the Intellisense shows two arguments for it. Instead I have to use one of the two or three other (very kludgy) techniques. The help is very unhelpful (typically so for Office VBA), and googling for "Rows" is not very useful, no matter how many other terms I add to it. The only things that I have been able to use it for are 1) return a single row as a range ( rng.Rows(i) ) and 2) return a count of the rows in a range ( rng.Rows.Count ). Is that it? Is there really nothing else that it's good for? Clarification: I know that it returns a range and that there are other ways to get a range of rows. What I am asking for is specifically what do we get from .Rows() that we do not already get from .Cells() and .Range()? The two things that I know are 1) an easier way to return a range of a single row and 2) a way to count the number of rows in a range. Is there anything else?

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• Working with PivotTables in Excel

  - by Mark Virtue

  PivotTables are one of the most powerful features of Microsoft Excel.  They allow large amounts of data to be analyzed and summarized in just a few mouse clicks. In this article, we explore PivotTables, understand what they are, and learn how to create and customize them. Note:  This article is written using Excel 2010 (Beta).  The concept of a PivotTable has changed little over the years, but the method of creating one has changed in nearly every iteration of Excel.  If you are using a version of Excel that is not 2010, expect different screens from the ones you see in this article. A Little History In the early days of spreadsheet programs, Lotus 1-2-3 ruled the roost.  Its dominance was so complete that people thought it was a waste of time for Microsoft to bother developing their own spreadsheet software (Excel) to compete with Lotus.  Flash-forward to 2010, and Excel’s dominance of the spreadsheet market is greater than Lotus’s ever was, while the number of users still running Lotus 1-2-3 is approaching zero.  How did this happen?  What caused such a dramatic reversal of fortunes? Industry analysts put it down to two factors:  Firstly, Lotus decided that this fancy new GUI platform called “Windows” was a passing fad that would never take off.  They declined to create a Windows version of Lotus 1-2-3 (for a few years, anyway), predicting that their DOS version of the software was all anyone would ever need.  Microsoft, naturally, developed Excel exclusively for Windows.  Secondly, Microsoft developed a feature for Excel that Lotus didn’t provide in 1-2-3, namely PivotTables.  The PivotTables feature, exclusive to Excel, was deemed so staggeringly useful that people were willing to learn an entire new software package (Excel) rather than stick with a program (1-2-3) that didn’t have it.  This one feature, along with the misjudgment of the success of Windows, was the death-knell for Lotus 1-2-3, and the beginning of the success of Microsoft Excel. Understanding PivotTables So what is a PivotTable, exactly? Put simply, a PivotTable is a summary of some data, created to allow easy analysis of said data.  But unlike a manually created summary, Excel PivotTables are interactive.  Once you have created one, you can easily change it if it doesn’t offer the exact insights into your data that you were hoping for.  In a couple of clicks the summary can be “pivoted” – rotated in such a way that the column headings become row headings, and vice versa.  There’s a lot more that can be done, too.  Rather than try to describe all the features of PivotTables, we’ll simply demonstrate them… The data that you analyze using a PivotTable can’t be just any data – it has to be raw data, previously unprocessed (unsummarized) – typically a list of some sort.  An example of this might be the list of sales transactions in a company for the past six months. Examine the data shown below: Notice that this is not raw data.  In fact, it is already a summary of some sort.  In cell B3 we can see $30,000, which apparently is the total of James Cook’s sales for the month of January.  So where is the raw data?  How did we arrive at the figure of $30,000?  Where is the original list of sales transactions that this figure was generated from?  It’s clear that somewhere, someone must have gone to the trouble of collating all of the sales transactions for the past six months into the summary we see above.  How long do you suppose this took?  An hour?  Ten?  Probably. If we were to track down the original list of sales transactions, it might look something like this: You may be surprised to learn that, using the PivotTable feature of Excel, we can create a monthly sales summary similar to the one above in a few seconds, with only a few mouse clicks.  We can do this – and a lot more too! How to Create a PivotTable First, ensure that you have some raw data in a worksheet in Excel.  A list of financial transactions is typical, but it can be a list of just about anything:  Employee contact details, your CD collection, or fuel consumption figures for your company’s fleet of cars. So we start Excel… …and we load such a list… Once we have the list open in Excel, we’re ready to start creating the PivotTable. Click on any one single cell within the list: Then, from the Insert tab, click the PivotTable icon: The Create PivotTable box appears, asking you two questions:  What data should your new PivotTable be based on, and where should it be created?  Because we already clicked on a cell within the list (in the step above), the entire list surrounding that cell is already selected for us ($A$1:$G$88 on the Payments sheet, in this example).  Note that we could select a list in any other region of any other worksheet, or even some external data source, such as an Access database table, or even a MS-SQL Server database table.  We also need to select whether we want our new PivotTable to be created on a new worksheet, or on an existing one.  In this example we will select a new one: The new worksheet is created for us, and a blank PivotTable is created on that worksheet: Another box also appears:  The PivotTable Field List.  This field list will be shown whenever we click on any cell within the PivotTable (above): The list of fields in the top part of the box is actually the collection of column headings from the original raw data worksheet.  The four blank boxes in the lower part of the screen allow us to choose the way we would like our PivotTable to summarize the raw data.  So far, there is nothing in those boxes, so the PivotTable is blank.  All we need to do is drag fields down from the list above and drop them in the lower boxes.  A PivotTable is then automatically created to match our instructions.  If we get it wrong, we only need to drag the fields back to where they came from and/or drag new fields down to replace them. The Values box is arguably the most important of the four.  The field that is dragged into this box represents the data that needs to be summarized in some way (by summing, averaging, finding the maximum, minimum, etc).  It is almost always numerical data.  A perfect candidate for this box in our sample data is the “Amount” field/column.  Let’s drag that field into the Values box: Notice that (a) the “Amount” field in the list of fields is now ticked, and “Sum of Amount” has been added to the Values box, indicating that the amount column has been summed. If we examine the PivotTable itself, we indeed find the sum of all the “Amount” values from the raw data worksheet: We’ve created our first PivotTable!  Handy, but not particularly impressive.  It’s likely that we need a little more insight into our data than that. Referring to our sample data, we need to identify one or more column headings that we could conceivably use to split this total.  For example, we may decide that we would like to see a summary of our data where we have a row heading for each of the different salespersons in our company, and a total for each.  To achieve this, all we need to do is to drag the “Salesperson” field into the Row Labels box: Now, finally, things start to get interesting!  Our PivotTable starts to take shape….   With a couple of clicks we have created a table that would have taken a long time to do manually. So what else can we do?  Well, in one sense our PivotTable is complete.  We’ve created a useful summary of our source data.  The important stuff is already learned!  For the rest of the article, we will examine some ways that more complex PivotTables can be created, and ways that those PivotTables can be customized. First, we can create a two-dimensional table.  Let’s do that by using “Payment Method” as a column heading.  Simply drag the “Payment Method” heading to the Column Labels box: Which looks like this: Starting to get very cool! Let’s make it a three-dimensional table.  What could such a table possibly look like?  Well, let’s see… Drag the “Package” column/heading to the Report Filter box: Notice where it ends up…. This allows us to filter our report based on which “holiday package” was being purchased.  For example, we can see the breakdown of salesperson vs payment method for all packages, or, with a couple of clicks, change it to show the same breakdown for the “Sunseekers” package: And so, if you think about it the right way, our PivotTable is now three-dimensional.  Let’s keep customizing… If it turns out, say, that we only want to see cheque and credit card transactions (i.e. no cash transactions), then we can deselect the “Cash” item from the column headings.  Click the drop-down arrow next to Column Labels, and untick “Cash”: Let’s see what that looks like…As you can see, “Cash” is gone. Formatting This is obviously a very powerful system, but so far the results look very plain and boring.  For a start, the numbers that we’re summing do not look like dollar amounts – just plain old numbers.  Let’s rectify that. A temptation might be to do what we’re used to doing in such circumstances and simply select the whole table (or the whole worksheet) and use the standard number formatting buttons on the toolbar to complete the formatting.  The problem with that approach is that if you ever change the structure of the PivotTable in the future (which is 99% likely), then those number formats will be lost.  We need a way that will make them (semi-)permanent. First, we locate the “Sum of Amount” entry in the Values box, and click on it.  A menu appears.  We select Value Field Settings… from the menu: The Value Field Settings box appears. Click the Number Format button, and the standard Format Cells box appears: From the Category list, select (say) Accounting, and drop the number of decimal places to 0.  Click OK a few times to get back to the PivotTable… As you can see, the numbers have been correctly formatted as dollar amounts. While we’re on the subject of formatting, let’s format the entire PivotTable.  There are a few ways to do this.  Let’s use a simple one… Click the PivotTable Tools/Design tab: Then drop down the arrow in the bottom-right of the PivotTable Styles list to see a vast collection of built-in styles: Choose any one that appeals, and look at the result in your PivotTable:   Other Options We can work with dates as well.  Now usually, there are many, many dates in a transaction list such as the one we started with.  But Excel provides the option to group data items together by day, week, month, year, etc.  Let’s see how this is done. First, let’s remove the “Payment Method” column from the Column Labels box (simply drag it back up to the field list), and replace it with the “Date Booked” column: As you can see, this makes our PivotTable instantly useless, giving us one column for each date that a transaction occurred on – a very wide table! To fix this, right-click on any date and select Group… from the context-menu: The grouping box appears.  We select Months and click OK: Voila!  A much more useful table: (Incidentally, this table is virtually identical to the one shown at the beginning of this article – the original sales summary that was created manually.) Another cool thing to be aware of is that you can have more than one set of row headings (or column headings): …which looks like this…. You can do a similar thing with column headings (or even report filters). Keeping things simple again, let’s see how to plot averaged values, rather than summed values. First, click on “Sum of Amount”, and select Value Field Settings… from the context-menu that appears: In the Summarize value field by list in the Value Field Settings box, select Average: While we’re here, let’s change the Custom Name, from “Average of Amount” to something a little more concise.  Type in something like “Avg”: Click OK, and see what it looks like.  Notice that all the values change from summed totals to averages, and the table title (top-left cell) has changed to “Avg”: If we like, we can even have sums, averages and counts (counts = how many sales there were) all on the same PivotTable! Here are the steps to get something like that in place (starting from a blank PivotTable): Drag “Salesperson” into the Column Labels Drag “Amount” field down into the Values box three times For the first “Amount” field, change its custom name to “Total” and it’s number format to Accounting (0 decimal places) For the second “Amount” field, change its custom name to “Average”, its function to Average and it’s number format to Accounting (0 decimal places) For the third “Amount” field, change its name to “Count” and its function to Count Drag the automatically created field from Column Labels to Row Labels Here’s what we end up with: Total, average and count on the same PivotTable! Conclusion There are many, many more features and options for PivotTables created by Microsoft Excel – far too many to list in an article like this.  To fully cover the potential of PivotTables, a small book (or a large website) would be required.  Brave and/or geeky readers can explore PivotTables further quite easily:  Simply right-click on just about everything, and see what options become available to you.  There are also the two ribbon-tabs: PivotTable Tools/Options and Design.  It doesn’t matter if you make a mistake – it’s easy to delete the PivotTable and start again – a possibility old DOS users of Lotus 1-2-3 never had. We’ve included an Excel that should work with most versions of Excel, so you can download to practice your PivotTable skills. Download Our Practice Excel File Similar Articles Productive Geek Tips Magnify Selected Cells In Excel 2007Share Access Data with Excel in Office 2010Make Excel 2007 Print Gridlines In Workbook FileMake Excel 2007 Always Save in Excel 2003 FormatConvert Older Excel Documents to Excel 2007 Format TouchFreeze Alternative in AutoHotkey The Icy Undertow Desktop Windows Home Server – Backup to LAN The Clear & Clean Desktop Use This Bookmarklet to Easily Get Albums Use AutoHotkey to Assign a Hotkey to a Specific Window Latest Software Reviews Tinyhacker Random Tips Revo Uninstaller Pro Registry Mechanic 9 for Windows PC Tools Internet Security Suite 2010 PCmover Professional Ben & Jerry’s Free Cone Day, 3/23/10 New Stinger from McAfee Helps Remove ‘FakeAlert’ Threats Google Apps Marketplace: Tools & Services For Google Apps Users Get News Quick and Precise With Newser Scan for Viruses in Ubuntu using ClamAV Replace Your Windows Task Manager With System Explorer

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• excel rows,find if include,low and high

  - by Malin Pedersen

  Link to full-size image For what is marked in orange: As mentioned in the example in the picture it says "headphones". I would like it to search through all the lines in column A, to find something that has that name in it, then it should count the number of people, and come out with the number (in how many) the "middle price" I want it to take the price of B (depending on where it found it called headphones) and take the average price of it. In secured, as I would like it to count how many of them (from the number, or from the beginning) that have "secured" as "no" and "yes." I would like to use this on several things. For what is marked in pink: Where would I find the average price of all the goods, and what the name of the particular item is? Same with the highest and lowest price. How can I do this?

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• Excel INDIRECT function and conditional formatting - highlighting a row

  - by Ehryk

  I'm having an issue with conditional formatting using the INDIRECT function. I'm doing something similar to Using INDIRECT and AND/IF for conditional formatting , but the only answer there isn't working for me. Basically, I want to highlight rows where B is not blank and F is blank. INDIRECT will work for ONE of the conditions, but = AND(INDIRECT("B"&ROW()) > 0, INDIRECT("F"&ROW()) = "") does not work at all. The answer in the question points to replacing the references with relative ones, so I'm thinking this should work: = AND ($B2 > 0, $F2 = "") But it does not, nor does ISBLANK($F@) or ISEMPTY($F2) (the cell contains a formula that sometimes will return "", I want the row highlighted in these cases but only when something is in column B). Am I missing something about relative references? Why doesn't INDIRECT work with AND/OR?

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• Excel - working in a bank

  - by Einsteins Grandson

  I am supposed to go to an interview to a bank for just supporting managers in projects. It's a part-time job and the thing is that bank uses Excel for everything. Modifications of tables of really lot of data... What can I expect to find in the test of Excel? I have some books that are around 1000 pages thick but I don't have time and also don't feel like reading everything that's in them. These are the books that I have: http://www.amazon.com/Excel-2010-Bible-John-Walkenbach/dp/0470474874/ref=sr_1_1?ie=UTF8&qid=1347571864&sr=8-1&keywords=excel+bible http://www.amazon.com/Excel-2010-The-Missing-Manual/dp/1449382355/ref=sr_1_1?ie=UTF8&qid=1347571884&sr=8-1&keywords=Excel+2010+The+Missing+Manual http://www.amazon.com/Microsoft-Excel-2010-In-Depth/dp/0789743086/ref=sr_1_1?ie=UTF8&qid=1347571904&sr=8-1&keywords=Microsoft+Excel+2010+In+Depth So, anybody knows a good online tutorial or a book that would contain the basics and was not that much thick? ;-) Thanks so much!!!

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• Real Excel Templates I

  - by Tim Dexter

  As promised, I'm starting to document the new Excel templates that I teased you all with a few weeks back. Leslie is buried in 11g documentation and will not get to officially documenting the templates for a while. I'll do my best to be professional and not ramble on about this and that, although the weather here has finally turned and its 'scorchio' here in Colorado today. Maybe our stand of Aspen will finally come into leaf ... but I digress. Preamble These templates are not actually that new, I helped in a small way to develop them a few years back with Excel 'meistress' Shirley for a company that was trying to use the Report Manager(RR) Excel FSG outputs under EBS 12. The functionality they needed was just not there in the RR FSG templates, the templates are actually XSL that is created from the the RR Excel template builder and fed to BIP for processing. Think of Excel from our RTF templates and you'll be there ie not really Excel but HTML masquerading as Excel. Although still under controlled release in EBS they have now made their way to the standlone release and are willing to share their Excel goodness. You get everything you have with hte Excel Analyzer Excel templates plus so much more. Therein lies a question, what will happen to the Analyzer templates? My understanding is that both will come together into a single Excel template format some time in the post-11g release world. The new XLSX format for Exce 2007/10 is also in the mix too so watch this space. What more do these templates offer? Well, you can structure data in the Excel output. Similar to RTF templates you can create sheets of data that have master-detail n relationships. Although the analyzer templates can do this, you have to get into macros whereas BIP will do this all for you. You can also use native XSL functions in your data to manipulate it prior to rendering. BP functions are not currently supported. The most impressive, for me at least, is the sheet 'bursting'. You can split your hierarchical data across multiple sheets and dynamically name those sheets. Finally, you of course, still get all the native Excel functionality. Pre-reqs You must be on 10.1.3.4.1 plus the latest rollup patch, 9546699. You can patch upa BIP instance running with OBIEE, no problem You need Excel 2000 or above to build the templates Some patience - there is no Excel template builder for these new templates. So its all going to have to be done by hand. Its not that tough but can get a little 'fiddly'. You can not test the template from Excel , it has to be deployed and then run. Limitations The new templates are definitely superior to the Analyzer templates but there are a few limitations. Re-grouping is not supported. You can only follow a data hierarchy not bend it to your will unless you want to get into macros. No support for BIP functions. The templates support native XSL functions only. No template builder Getting Started The templates make the use of named cells and groups of cells to allow BIP to find the insertion point for data points. It also uses a hidden sheet to store calculation mappings from named cells to XML data elements. To start with, in the great BIP tradition, we need some sample XML data. Becasue I wanted to show the master-detail output we need some hierarchical data. If you have not yet gotten into the data templates, now is a good time, I wrote a post a while back starting from the simple to more complex. They generate ideal data sets for these templates. Im working with the following data set: <EMPLOYEES> <LIST_G_DEPT> <G_DEPT> <DEPARTMENT_ID>10</DEPARTMENT_ID> <DEPARTMENT_NAME>Administration</DEPARTMENT_NAME> <LIST_G_EMP> <G_EMP> <EMPLOYEE_ID>200</EMPLOYEE_ID> <EMP_NAME>Jennifer Whalen</EMP_NAME> <EMAIL>JWHALEN</EMAIL> <PHONE_NUMBER>515.123.4444</PHONE_NUMBER> <HIRE_DATE>1987-09-17T00:00:00.000-06:00</HIRE_DATE> <SALARY>4400</SALARY> </G_EMP> </LIST_G_EMP> <TOTAL_EMPS>1</TOTAL_EMPS> <TOTAL_SALARY>4400</TOTAL_SALARY> <AVG_SALARY>4400</AVG_SALARY> <MAX_SALARY>4400</MAX_SALARY> <MIN_SALARY>4400</MIN_SALARY> </G_DEPT> ... <LIST_G_DEPT> <EMPLOYEES> Simple enough to follow and bread and butter stuff for an RTF template. Building the Template For an Excel template we need to start by thinking about how we want to render the data. Come up with a sample output in Excel. Its all dummy data, nothing marked up yet with one row of data for each level. I have the department name and then a repeating row for the employees. You can apply Excel formatting to the layout. The total is going to be derived from a data element. We'll get to Excel functions later. Marking Up Cells Next we need to start marking up the cells with custom names to map them to data elements. The cell names need to follow a specific format: For data grouping, XDO_GROUP_?group_name? For data elements, XDO_?element_name? Notice the question mark delimter, the group_name and element_name are case sensitive. The next step is to find how to name cells; the easiest method is to highlight the cell and then type in the name. You can also find the Name Manager dialog. I use 2007 and its available on the ribbon under the Formulas section Go thorugh the process of naming all the cells for the element values you have. Using my data set from above.You should end up with something like this in your 'Name Manager' dialog. You can update any mistakes you might have made through this dialog. Creating Groups In the image above you can see there are a couple of named group cells. To create these its a simple case of highlighting the cells that make up the group and then naming them. For the EMP group, highlight the employee row and then type in the name, XDO_GROUP?G_EMP? Notice the 10,000 total is outside of the G_EMP group. Its actually named, XDO_?TOTAL_SALARY?, a query calculated value. For the department group, we need to include the department name cell and the sub EMP grouping and name it, XDO_GROUP?G_DEPT? Notice, the 10,000 total is included in the G_DEPT group. This will ensure it repeats at the department level. Lastly, we do need to include a special sheet in the workbook. We will not have anything meaningful in there for now, but it needs to be present. Create a new sheet and name it XDO_METADATA. The name is important as the BIP rendering engine will looking for it. For our current example we do not need anything other than the required stuff in our XDO_METADATA sheet but, it must be present. Easy enough to hide it. Here's what I have: The only cell that is important is the 'Data Constraints:' cell. The rest is optional. To save curious users getting distracted, hide the metadata sheet. Deploying & Running Templates We should now have a usable Excel template. Loading it into a report is easy enough using the browser UI, just like an RTF template. Set the template type to Excel. You will now be able to run the report and hopefully get something like this. You will not get the red highlighting, thats just some conditional formatting I added to the template using Excel functionality. Your dates are probably going to look raw too. I got around this for now using an Excel function on the cell: =--REPLACE(SUBSTITUTE(E8,"T"," "),LEN(E8)-6,6,"") Google to the rescue on that one. Try some other stuff out. To avoid constantly loading the template through the UI. If you have BIP running locally or you can access the reports repository, once you have loaded the template the first time. Just save the template directly into the report folder. I have put together a sample report using a sample data set, available here. Just drop the xml data file, EmpbyDeptExcelData.xml into 'demo files' folder and you should be good to go. Thats the basics, next we'll start using some XSL functions in the template and move onto the 'bursting' across sheets.

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• How do you scale a pictureLink object in Excel 2010

  - by vzczc

  In Excel 2007 it is possible to scale a pictureLink object (created with the Camera Tool) using the following VBA code. With ActiveWorkbook.Sheets(sht).Pictures(name) .ShapeRange.ScaleWidth scaleValue, msoTrue .ShapeRange.ScaleHeight scaleValue, msoTrue .top = top .left = left End With This code places the picture correctly in 2010, but the scaleValue is ignored. The 2010 Excel documentation is patchy on this subject. The same code works fine in Excel 2007.

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• Excel: Make conditional formatting static

  - by Martin

  Is there any way to convert conditional formatting to static formatting in Excel? I'm trying to export a range of a Excel Sheet to a new Workbook, with identical appearance but no formulas, links, etc. The problem here is that I have conditional formatting that relies on calculations outside exported range. I've tried saving the workbook to .html, oddly enough the formatting shows in IE but not when reopening it in Excel.

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• OpenXML - using Excel sheet as template vs. a "real" Excel template

  - by marc_s

  Does anyone have any good answer what kind of difference there is between using some arbitrary pre-formatted Excel 2007 *.xlsx file as a template, loading it in my C# app, and filling up some of its cells with data using the Microsoft OpenXML SDK versus creating specific Excel templates (*.xltx) files and using those as basis for my "data filling" exercise Do I loose something when I don't use the Excel templates (*.xltx)? If so - what do I loose?

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• Dynamic Column lookup with different pages in excel

  - by CinCity

  I have a multi page spread sheet in excel that needs to read information dynamically from columns on other pages and have these values show up on a main page. This is the formula I'm using: =IF(VLOOKUP($B:$B,'CP01'!$B:$BN,3,FALSE)="r","r", IF(VLOOKUP($B:$B,'CP01'!$B:$BN,3,FALSE)="a","a","")) CP01 is a sheet in the excel file and instead of look at the specific sheet I want it to look at all of the sheets in the file. Is there a way to do this as an excel formula or with excel-VBA? Edit: I also tried CP* (* being a wildcard character) and it didn't work. Edit2: Is there a way to match the value where the 'CP' is placed with its a other columns value?

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• Excel crashes when opening Excel files from Internet Explorer

  - by Rob

  I have been running into some issues when opening Excel files from Internet Explorer, generally the first document or two will open fine but after that trying to open a file will cause Excel and Internet Explorer to crash to the desktop without any notifications being given. This doesn't happen for users who are running Excel 2007, but for users with Excel 2003 it may or may not happen to them. The files in question are Excel XML files and Internet Explorer 6 and Excel 2003 are being use. At this time it would not be possible to upgrade Internet Explorer, but it would be able to upgrade to Excel to version 2007 if that would resolve the issue. Overdue Update: We recently upgraded to Firefox at the office which has rendered this error a non-issue; however, it is still unresolved from the standpoint that we haven't been able to come up with an explanation to the issue. Since IE6 is still installed on the systems, a fix to the problem (or explanation of why it's happening) would be appreciated.

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• Excel crashes when opening Excel files from Internet Explorer

  - by Rob Z

  I have been running into some issues when opening Excel files from Internet Explorer, generally the first document or two will open fine but after that trying to open a file will cause Excel and Internet Explorer to crash to the desktop without any notifications being given. This doesn't happen for users who are running Excel 2007, but for users with Excel 2003 it may or may not happen to them. The files in question are Excel XML files and Internet Explorer 6 and Excel 2003 are being use. At this time it would not be possible to upgrade Internet Explorer, but it would be able to upgrade to Excel to version 2007 if that would resolve the issue. Overdue Update: We recently upgraded to Firefox at the office which has rendered this error a non-issue; however, it is still unresolved from the standpoint that we haven't been able to come up with an explanation to the issue. Since IE6 is still installed on the systems, a fix to the problem (or explanation of why it's happening) would be appreciated.

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• Automation at GUI or API Level in Scrum

  - by Sani Parwani

  I am a Automation Engineer. I use QTP for Automation. I wanted to know couple of things. In a scrum Project which has 2 weeks of work, how can complete automation be done in that time frame (talking only about the GUI Level)? Similarly, how can API Level of automated testing be accomplished, especially inside a single sprint? And what exactly is API level testing? How to begin with API Testing? I assume QTP is not the tool here certainly.

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• Free libraries to work with Excel

  - by Danil Gholtsman

  I got some excel files, I need to read data from it and upload data to some database (I need to use firebird, but whatever). Right now I use <QAxObject> from Qt and code look like QAxObject* excel = new QAxObject("Excel.Application"); //pointer to excel //excel->setProperty("Visible", false); QAxObject* workbooks = excel->querySubObject("WorkBooks"); //get pointer to booklist workbooks->dynamicCall("Open (const QString&)", QString("C:\\databases\\test.xls")); //opening file, getting pointer to booklist QAxObject* workbook = excel->querySubObject("ActiveWorkBook"); QAxObject* worksheets = workbook->querySubObject("WorkSheets"); etc. The problem is that this way on users PC there must be installed Excel. Is there exists some free C++ libraries to work with *.xls, *.xlsx files without Excel installed?

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• Exporting to excel from Delphi without having excel

  - by AJM

  I'm looking to export data to excel from Delphi without having to own a copy of excel, is this possible? N.B. CSV will not do.

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• java development of products and automation development

  - by momo

  I'm a java developer working on j2ee development, on real products (not inhouse tools). I found another job to work on development of test automation frameworks / continuous integration. is development of test automation frameworks will affect my skill set ?is it considered to be less reputed and less needed? (the reason im confused is that the new role salary is higher).. do you think I should give up this offer and continue seeking a development role within the domain technolgies (java / j2ee) ?

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• Excel workbook event order and usage when closing Excel

  - by mas_oz2k1

  Given the following workbook events: BeforeClose BeforeSave Please tell me: - The firing order in the case of multiple workbooks alreay opened (wb1, wb2 and wb3 are opened in this order) and the user closes Excel. You can assume all 3 needs saving. - What happen if user cancels one of the saving operations say wb2? Note: Please provide link or sample .net code of event usage. ( I have the msdn event definition links already no need to post t them again)

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• Macros in Excel 2010 hangs

  - by Ahmad

  I have a spreadsheet with several macros. Generally, when previously using Excel 2007, a user clicks a button and everything works as expected (calculations, some email sending & file I/O). Typically, the expected run-time is about 90 seconds. The spreadsheet is a xlsm file created with Excel 2007. With Excel 2010 however, the same user process results in a non-responsive excel and forces us to kill excel from the task manager. Some note that I have gathered so far in trying to debug this issue: When monitoring CPU usage, it seems that Excel does start the macro. CPU usage increases as expected to about 47% for a few seconds. Excel.exe than drops to 0% usage and I now have a non-responsive Excel (even after 1 hour). If I set debug break points across modules and different functions and step through the code (after clicking the button) , the process works as expected albeit much slower. To add, there were no exceptions. I am at a complete loss as to what the issue may be. I initially thought it may be the add in that is being used but that was debunked by point 2. This seems to be a very odd situation. I can provide more information if required, but I'm at wits end about the root cause could be. I need help in diagnosing and resolving this issue.

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• How do you update an Excel file (Data Refresh and update formulas) WITHOUT opening the file?

  - by Alex

  I have an Excel file that want to update and save automatically with out having to open it or manually interact with. Manually, I open the file up and hit data refresh which goes and does a SQL query and then hit F9 for the formulas to update and then I just close/save. (I then would mail the file out to people using a perl script or use SAS JMP to run some numbers/charts and also mail them out. Basically I need to script some things which require the XLS file to be updated.)

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