A new tool: Trusted Document Manager

Hi everyone!

I have just published a new tool today, Trusted Document Manager. This little tool enables you to manage your list of trusted documents. Currently, Excel only allows you to either leave the list intact, or delete the entire list. This means all of your currently trusted documents become untrusted again so you have to enable macro’s on all of them once again. The tool allows you to remove just one file, remove an entire folder or even an entire drive. Also it offers to possibility to remove files which no longer exist from the list.

This is what the tool looks like:

ScreenshotOfTrustedDocManager

Enjoy!

Regards,

Jan Karel Pieterse
www.jkp-ads.com

RefTreeAnalyser goes 64 bit (and full circle)

Hi all,

Some of you will be aware of my “killer” product called RefTreeAnalyser.
It is a tool which makes it easier to navigate the precedents and dependents of a cell.

Let me tell you the tale of how this tool has gone full circle.

The original tool was written in VBA. I decided I wanted more protection of my intellectual property so I ported the code to a VB6 dll. All was fine.

Along came Excel 2010 64 bit and the trouble started. First I thought, hey, lets port this thing to a .NET solution. In between paid work (which -luckily- is rare) I started re-writing the code so VB.NET would stop complaining. Quite some time passed. Think years rather than months. Not very many people have 64 bit Excel you know. But it more or less worked. On my system.

Then Excel 2013 arrived, with a new “App” model built on Javascript. I decided a further investment in learning all the intricacies of deploying .NET Office add-ins was a waste of my time. Apps are the next bee’s knees for Office.

So now what? I know VBA. I decided to port the tool back to VBA. But 64 bit office prevents me from using the treeview control from the common controls library. Step 1 involved building an all-VBA treeview. Thank you Peter Thornton, couldn’t have done it without you :-)

Once that treeview was reliable enough, porting the RefTreeAnalyser back from VB6 to VBA was relatively straightforward. And we’re full circle.

I’m looking for beta tester. Any takers?

If so, send me an email (address at the bottom of each page of my website)

Regards,

Jan Karel Pieterse
www.jkp-ads.com

An MSForms Treeview 2: Ready for beta testing

Hi everyone,

Some time ago I announced I was working on “An MSForms Treeview” replacing the Common Controls Treeview with an all-VBA counterpart.

This home-made treeview control will work on any Office version as of Office 2000, including 32 and 64 bit Office. I expect it will even work on MAC Office, but I’m still waiting for test results.

Peter Thornton (thank you Peter!) jumped in on the project enthusiastically and really made a difference adding all sorts of usefull stuff and optimising the code for performance.

Now we’re ready for beta testing.

Please visit this page of my website for a description of the control and a download file which includes a demo userform implementing the treeview classes we built:

An MSForms (all VBA) treeview

Tell us what you think of it (oh, and please report bugs too!).

Regards,

Jan Karel Pieterse
www.jkp-ads.com

An MSForms Treeview

If you have ever used the Treeview control from the “Additional controls” section, then you know what a versatile control this is to show hierarchically organized data.

There are a couple of problems with this Treeview control:

  1. Compile errors due to a difference in how the control libraries are registered in 32 bits Windows’ System32 and 64 bit Windows’ SysWOW32 folders. If you distribute a file that was saved in 64 bit Windows, containing one of the “Microsoft Windows Common Controls 6.0” (The Treeview control is one of them) and with the reference set to “mscomctl.ocx”, people using 32 bit Windows will almost certainly have problems. At best it could entail removing both the control and the reference and replacing both, but at worst the user’s Excel can crash when trying to load the file and run the app.
  2. The standard Treeview control, like all non built-in ActiveX controls, cannot be used in 64 bit versions of Office.

Especially the second point convinced me it is time to develop a custom-made Treeview “control”, that only uses the native Office forms controls. I started building this a couple of weeks ago and after some time I tricked Peter Thornton into helping me with it :-)

The screenshot below shows both our new Treeview (left) and the Windows one (right) side-by-side:

Not bad, right?

Both Treeviews allow for checkboxes:

And both allow icons (windows Treeview not shown here):

You can also edit a node:

And expand and collapse nodes and navigate the tree using your arrow keys.

We built the custom Treeview using just two class modules. Using it in your project will require nothing more than copying the two classes and adding a bit of plumbing to your userform: some code and an empty frame which will hold the Treeview and possibly a frame with pictures for the icons.

We’re currently doing some cleaning up (like removing obsolete debugging stuff, adding comments and the like), so the “control” is not quite ready to be released to the outside world. Keep an eye on this blog, once we’re done we’ll post here.

Well, what do you think, is this useful or what? What functionality would be critical for you? Let us know!

Regards,

Jan Karel Pieterse

Excel 2013, SDI and modeless userforms

Hi Everyone,

With Excel 2013 we also got new document windowing in Excel; Microsoft decided to make Excel behave the same as Word:

from MDI:

Excel 2010 MDI interface showing two workbooks
The Excel 2010 MDI interface

to SDI:

Excel 2013 SDI interface showing two workbooks
The new SDI interface of Excel 2013

This causes havoc when one shows a modeless userform which should stay on top of all Excel windows:

Excel 2013 SDI can cause a userform to disappear
Excel 2013 SDI can cause a userform to disappear

I’ve devised a way to prevent this problem and written an article about how this was done.

Enjoy!

Regards,

Jan Karel Pieterse

www.jkp-ads.com

 

 

 

Use an Excel chart to show a time snapshot and trace a path

These Excel charts were inspired by Hans Rosling’s TED presentation on Religion and Babies (http://www.ted.com/talks/hans_rosling_religions_and_babies.html). He is absolutely great at engaging the viewer with his ability to bring data to life.

One of the things he did in his presentation was show the equivalent of an Excel bubble chart. He showed how different countries measured over the years. He also created a trail showing how a country progressed over time.

I decided to do the same with an Excel bubble chart – and implement both capabilities, i.e., the time snapshot and the time trail tracing the path, without any VBA code! The example I used was data from one of a series of seminars I had taught to healthcare executives (check this to know more about it). They participated, in teams, in a real-time, interactive, web-based simulation. In the simulation each team made decisions about how much of their limited resources to invest in (1) product development and operations and (2) marketing and sales. Their profitability depended both on their own decision and also their competitors. The simulation typically lasted 10 to 12 periods. The scroll bar in each chart controls the period shown or the latest period, as appropriate. The checkboxes control which teams have their performance history traced in the chart.

While I implemented the solution in Excel 2010, it should work in Excel 2007 and Excel 2003, though, in all fairness, I haven’t verified the older versions.

For a version in a page by itself (i.e., not in a scrollable iframe as below) visit http://www.tushar-mehta.com/publish_train/data_visualization/9e%20Bubble%20Chart%20by%20Period.shtml

Tushar Mehta

Working With Circular references in Excel

Have you ever experienced the dreaded “Circular reference warning” popping up when you opened an Excel file or entered a formula?

Excel detects a circular reference when a chain of calculations visits the same cell more than once. Many users get (very) confused by this message and have no idea what it is about. I’ll tried to demystify that message in a new article:

Working with Circular references in Excel

The article contains these chapters:

Types of circular references

Simplistically speaking there are only a few types of circular references to discern:

Deliberate circular references

Accidental circular references

Calculation settings

If you want to work with circular references, the calculation settings of Excel are very important. This page gives you some pointers!

Properly setting up circular references

Whereas I am no fan of using circular references, they can be beneficial to your model and really solve the problem you are trying to solve. So here is some advice on how to properly work with them.

Reasons why circular references may not be detected

This page shows a couple of reasons why circles are not detected.

Enjoy!

Regards,

Jan Karel Pieterse

www.jkp-ads.com

Creating an Excel Mashup

Following up on my previous posts sharing my initial Excel mashups (http://www.dailydoseofexcel.com/archives/2012/01/29/excel-mashup-2/ and http://www.dailydoseofexcel.com/archives/2012/01/25/excel-mashup-1/), this post shares the details of how I created the second mashup. It assumes a basic familiarity with C-style syntax, asynchronous processing, and callback functions.

For a version in a page by itself (i.e., not in a scrollable iframe as below) visit http://www.tushar-mehta.com/publish_train/data_visualization/15a%20Excel%20Mashup.shtml

Tushar Mehta