Archive for April 30th, 2007

Posted on Apr 30th, 2007

Yes, there is a "Secret" to using Excel.

But what does that mean? Is this a gimmick? No, it’s honest to goodness advice from a computer training consultant. Be patient, read this page, and you will be a much stronger Excel user in the next 3 minutes. If I have only 5 minutes to give anyone an Excel tutorial, I would teach them the "Secret".

I was amazed when I learned what I call the "Secret" to Excel. I was amazed that Microsoft hadn’t placed the feature as an icon on one of their toolbars. I was amazed that all of the "real" books I owned regarding Excel failed to mention the "Secret". Finally, in an Excel reference book, I found the "Secret" to Excel somewhere on page 350. The "Secret" had been buried so deeply in the book no one would ever read, see, or use the "Secret".

A Brief History Lesson.

When you inherit someone’s "old" spreadsheet you need to analyze the formulas of the spreadsheet to see what they are doing. Even if the spreadsheet is one you created, you may have created the spreadsheet so long ago that you have forgotten what formulas you used.

Over the years Excel has improved its quality control features for analyzing formulas. But even today, 95% or more of all users research their spreadsheet formulas the old fashioned way. They click on a cell to see if it’s a formula. Then they study the formula. Then they might click on another cell to see if it’s a formula. And do the same thing over and over again.

Checking formulas with the mouse-click method is slow, tedious, and not thorough. It’s a bad process. But that’s the way over 95% of all Excel users research their spreadsheets. But there’s a much better way. It is the "Secret" to using Excel.

Life with Excel spreadsheets when using the “Secret”

After using the "Secret" the spreadsheet makes sense again. I can remember all of my formulas. Since I can’t use pictures in this article, read this next passage carefully:

Learning the "Secret" to Excel helps you display all your formulas not as numbers but as logical text. You can see the logic of every single formula on your spreadsheet.

The "Secret"

The "Secret" to using Excel is a keystroke command named CTRL gravé. This is pronounced "control gra-vay". (Gra rhymes with the word pa, and vay rhymes with the word bay).

Because I can’t use pictures in this article, I need to write some steps for you. Don’t skim over these steps, do them. You’ll be glad you did. (It’s really quite simple, it’s a CTRL gravé.)

First, open up an Excel spreadsheet file that has formulas in it.

Second, using your Windows (non-Apple) keyboard, look to the lower left hand corner of the keyboard.

Third, hold down the CTRL key with any finger.

Fourth, locate the number 1 key towards the upper left hand corner of the keyboard.

Fifth, find the key one key left of the number 1. It has the symbols ` and ~. The first symbol, the ` is called a gravé.

Sixth, still holding down the CTRL key, tap the gravé key.

Seventh, see that all your formulas now have logical text. So instead of saying 150, a cell might display =a1+a2

CTRL gravé is a toggle. Do it once to see your formulas in the spreadsheet. Do it again to display the numbers again.

Do you remember how when you were little you learned how to read at age 4, 5, or 6? Wasn’t it fun beginning to understand what all those neat symbols meant on the white paper? It was like discovering some secret code the grownups used.

That’s what the “Secret” to Excel is like. Every time someone gives you a spreadsheet, just use the “Secret” on the spreadsheet to understand its logic. You’ll enjoy this technique so much you’ll start showing it to your friends.

Best wishes from Chicago, IL USA.

To see the "Secret" to Excel training video, go to http://TheWorldsShortestExcelBook.com Read the first page to find the 5 minute training video on the "Secret". You can also sign up for Richard’s free Excel courses delivered to you once a week.

Richard Kraneis is an author of Excel e-books and training videos. If you need on-site advanced Excel training for your company, please visit http://www.techspectrum.com/AET.html for further information. Thank you.

Posted on Apr 30th, 2007

What is installation in the language of technology?  Installation has server and client sides. 

  • Server side - Installation creates security environment (logins) on MS SQL Server or MSDE, creates system database - DYNAMICS and then company databases.  All these tasks are performed by Microsoft Great Plains Utilities 
  • Workstation side - workstation installation copies the client side application, installs current version of MDAC (we need SQL ODBC driver - please check documentation on ODBC DSN setup), registers the application.  If you plan to run Great Plains Utilities from the workstation to create server side (see above) - you need to check Install Client and Server Components

What is following implementation?  Implementation requires combination of technological and accounting skills

  • System Setup - you should refer to GP documentation.  In general setup consists of Company information, General GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee classes to name a few
  • Master Records - you should either use integration tools, such as Integration Manager, SQL queries or have users to type in all your GL Accounts, Customers, Vendors, Employees .
  • Beginning Balances - this is recommended approach - you place aside the old accounting application for querying the historical data and enter beginning balances  in Great Plains GL, AR, AP, SOP, POP, Payroll.  When you have balances in the system you are ready to use it in production
  • Historical Data conversion - this is optional, in order to do historical data conversion you need to know basic Great Plains tables structure (Setup->Tools->Resource Description->Tables Structure).  This is similar to surgery - so you probably need outside consultant to help you.  If the volume of historical data is small - you can deploy Great Plains Integration Manager and then post the records in the modules.
  • User Training - we are just listing this item - it is up to you to decide on the way to train your users
  • Using Two Systems in Parallel - this is recommended.  You should print the reports from both systems during this test period and compare the results
  • Customization - typical areas of customizations: Invoice form, Crystal Reports, pulling info from multiple databases, including Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Dexterity forms and logic customization, integration with CRM, RMS and other business systems, web publishing from Great Plains tables, EDI with your suppliers, SQL Data Transformation packages

Do I need consultant?  We strongly recommend you to use consultant in the following cases

  • You have identified the need for Great Plains Dexterity customization
  • You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
  • You are doing migration from Great Plains Accounting to Microsoft Great Plains
  • You have to create a lot or ReportWriter Modified Great Plains Reports
  • You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued
  • Your Great Plains has more than 20 users in this case the mistake may lead to serious business problems
  • You don’t have support for your old Great Plains - then you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck with installation,  implementation, upgrade and if you have issues or concerns – we are here to help!  If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies – USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, Florida, New York, Georgia, Washington, Minnesota, Colorado, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.  You can contact Andrew: andrewk@albaspectrum.com