Editing Workbooks

Below are several Frequently Asked Questions and answers on the subject of Editing Workbooks in Excel.


How do I create an index page for my workbook?

How do I move or copy sheets in my workbook?

How do I delete a worksheet in my workbook?

How do I embed information from another office program to Excel?

How do I insert a worksheet in my workbook?

 

How do I create an index page for my workbook?
Keywords: Create Index Workbook
Posted May 18, 1996

If your workbook contains multiple sheets, you may want to create a table of contents or index page to navigate more easily. This can be done by creating buttons with assigned macros on the first worksheet in the workbook that would open the other sheets. You can also create a button with a macro that would allow you to jump back to the index sheet.

To begin:

  1. Make sure all sheet tabs have unique names (double-click on each sheet tab and change its name)
  2. Insert an Index sheet at the beginning (right-click on the first sheet tab and choose Insert - Worksheet)

To record a macro:

  1. From the Index sheet tab, choose Tools - Record Macro (make sure "Use Relative References" is shown with no check mark)
  2. Choose Record New Macro off the cascading menu
  3. You can also use the Visual Basic toolbar for shortcut commands

Give the macro a name:

  1. Give the macro a name (no spaces) like GotoSales
  2. Click the Options button making sure "This Workbook" and "Visual Basic" are selected
  3. Choose OK; this starts the macro recorder with a Stop Macro tool on its own toolbar

To assign a macro:

  1. Navigate to the sheet for the first of several macros (you'll have to re-do this several times)
  2. Select the sheet (you can also right-click on the sheet tab VCR buttons and choose the sheet tab name from the list)
  3. Press the Stop Macro button
  4. Record a new macro for each sheet tab (or look at the code generated on the new Module tab and copy it several times, editing the code by hand)
  5. To test, run the macro by going to any other sheet (from the menu bar choose Tools - Macro...- pick name from list - run).

Create buttons:

  1. Go back to the Index sheet and create a button for each macro
  2. Buttons are created using the button tool on the Drawing toolbar
  3. Select it and drag in your worksheet to create a button
  4. Hint: Hold down your Alt key as you draw the buttons and Excel will snap the edges of the buttons to the cell borders
  5. Pick the macros from the opened Attach Macro dialog box after you draw each button

Give the button a name:

  1. You can now right-click on the button, then left-click
  2. Select the button text to change it

For a professional look:

  1. On your Index tab, select the entire sheet (button between Row 1 and Column A)
  2. Color the cells light gray
  3. Choose from the menu bar Format - Cell - Patterns tab and select light gray (second row and second from the last from the right side)

If you would like to jump back to the Index sheet from each of the worksheets in your workbook:

  1. Create a macro from one of the sheets naming it Index
  2. Then create a button on one of the sheets assigning it the Index macro
  3. Copy the button to each sheet in your workbook by first selecting the button, and then using Ctrl C (to copy), moving to the desired worksheet and using Ctrl V (to paste).

How do I move or copy sheets in my workbook?
Keywords: Move Copy Worksheets Workbook
Posted May 18, 1996

There may be times when you need to rearrange the worksheets in your workbook to make it more convenient. At other times, you may need to move or copy a worksheet to another workbook. Whatever the need, moving or copying worksheets is an easy procedure.

To move or copy a worksheet within an existing workbook:

  1. Select the sheet to be moved or copied
  2. From the menu bar choose Edit - Move or Copy Sheet or right-click on the sheet's tab
  3. In the Move or Copy dialog box, choose the new destination for the worksheet in the Before Sheet list
  4. If a copy is needed instead of a move, click on the Create a Copy option
  5. Click OK or press Enter; Excel will move or copy the worksheet

To move or copy a worksheet to another workbook:

  1. Open the workbooks you want to move or copy sheets to and from
  2. Select the sheet to be moved or copied
  3. From the menu bar choose Edit - Move or Copy Sheet or right-click on the sheet's tab
  4. In the To Book box, select the destination workbook
  5. In the Before Sheet list, select where the sheet is to be inserted
  6. If a copy is needed instead of a move, click on the Create a Copy option
  7. Click OK or press Enter; Excel will move or copy the worksheet

To manually move sheets:

  1. Select the sheet tab to be moved
  2. Using the mouse, drag it to the desired location

To copy a sheet:

  1. Select the sheet tab to be copied
  2. Hold down the Ctrl key while dragging the sheet tab with the mouse to the desired location

If a worksheet is to be moved or copied to a different workbook, use the above manual instructions with both workbooks open on the screen.

How do I delete a worksheet in my workbook?
Keywords: Delete Worksheet Workbook
Posted January 18, 1996

To delete a worksheet in a workbook, select the sheet you want to delete. From the menu bar choose Edit - Delete Sheet. You can also right-click on the sheet tab and select the Delete command.

How do I embed information from another office program to Excel?
Keywords: Embed Information Program
Posted January 16, 1996

You can embed existing information from one office program to Excel by using the Copy and Paste Special... command.

Paste Special behaves differently when you're working in Excel to Excel and when you're working across applications.

To embed a selection from Word, PowerPoint or Access into Excel as an object, Select the information, Copy it to the clipboard, select the starting cell in Excel and choose Paste Special. Then choose "...Object" from the list.

How do I insert a worksheet in my workbook?
Keywords: Insert Worksheet Workbook
Posted January 18, 1996

To insert a new worksheet in a workbook, select the sheet that will be placed after the new one. If you want more than one sheet inserted, select the number of sheets you want to insert. For example, to insert two sheets before Sheet 2, select Sheet2 and Sheet3. From the menu bar choose Insert - Worksheet.

Shortcut: You can quickly and easily add blank worksheets to your workbook by using the keyboard. After selecting the appropriate worksheet(s), press Shift+F11. You can also right-click on the sheet tab and select Insert... then Worksheet.

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