Book Image

Excel 2010 Financials Cookbook

By : Andre Odnoha
Book Image

Excel 2010 Financials Cookbook

By: Andre Odnoha

Overview of this book

<p>Excel is one of the mostused software tools in the world and just about every business has a copy somewhere. Despite its power and flexibility it is not always clear how to use it to perform some of the most important tasks in any business: organizing, analysing, and presenting financial information.<br /><br />Excel 2010 Financials Cookbook contains a rich collection of useful techniques for handling financial data in Excel. From integrating data from a variety of different sources, through organazing and analyzing financial data, to presenting it in a variety of graphical forms, this book has you covered.<br /><br />The book deals first with "normalizing" financial data -- that is, bringing data from a number of different sources into a single format where you can analyze them together. Then you'll learn techniques for managing and analyzing the data before discovering ways to present it graphically. The book then looks at Excel's built in features for financial analysis, and even shows how you can combine the built in features to build your own analysis functions.</p>
Table of Contents (14 chapters)
Excel 2010 Financials Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Providing customers with on-demand help by using VB macros and a user form


When providing customers or employees with financial data sheets, it is often necessary to provide them with instruction of further explanation of the information being presented. While some information can be entered directly onto the Excel worksheet, it might clutter up the view, or cause calculation issues. Adding cell comments is another way to provide information; however, cell comments are linked to specific cells, and may be missed by the customers or employees while using the worksheet.

In this recipe, you will learn to use VB macros and UserForm to provide your customers or employees with on-demand help regarding the information within your worksheet.

How to do it...

We will first create the UserForm that will contain the help information:

  1. 1. Open the Visual Basic Editor (VBE) by pressing Ctrl + F11 on your keyboard.

  2. 2. Within the VBE from the toolbar, choose Insert | UserForm, to add a blank UserForm:

  3. 3. From...