Spreadsheet Models for Managers

Getting Access to Spreadsheet Models for Managers

If Spreadsheet Models for Managersyou use Excel to model businesses, business processes, or business transactions, this course will change your life. You’ll learn how to create tools for yourself that will amaze even you. Unrestricted use of this material is available in two ways.

As a stand-alone Web site
It resides on your computer, and you can use it anywhere. No need for Internet access.
At this Web site
If you have access to the Internet whenever you want to view this material, you can purchase on-line access. Unlimited usage. I’m constantly making improvements and you’ll get them as soon as they’re available.

To Order On Line

Order "Spreadsheet Models for Managers, on-line edition, one month" by credit card, for USD 69.95 each, using our secure server, and receive download instructions by return email.
Order "Spreadsheet Models for Managers, on-line edition, three months" by credit card, for USD 199.00 each, using our secure server, and receive download instructions by return email.
Order "Spreadsheet Models for Managers, downloadable hyperbook edition" by credit card, for USD 199.00 each, using our secure server, and receive download instructions by return email.

To Order by Mail

Make your check payable to Chaco Canyon Consulting, for the amount indicated:
  • For the download: USD 199.00
  • For access online for three months: USD 199.00
  • For access online for one month: USD 69.95
And send it to:
Chaco Canyon Consulting
700 Huron Avenue, Suite 19C
Cambridge, MA 02138

To use the course software you’ll need some other applications, which you very probably already have. By placing your order, you’re confirming that you have the software you need, as described on this site.

Spreadsheet Models for Managers

Add-ins, versions, & collaboration 4/10
Session Links
  • When you collaborate with others, you want to swap workbooks
  • If you use worksheet functions from add-ins, and your Excel versions differ:
    • The add-in filenames can be different for different versions
    • When they differ, you get an “external link” notification upon loading
  • To fix this, re-link the workbook from your partner’s add-in to yours
  • Excel has a (somewhat cumbersome) way to do this
    • It warns you upon loading, or
    • Data>Connections>Edit Links (Excel 2007-10) or Edit>Links… (Excel 2011)
  • We provide a convenient way to do this for our add-in: Change SMM Link

In this course, we encourage you to collaborate with others. When you do, you’ll often want to swap workbooks back and forth. That’s fine. But a problem arises when the workbooks you swap use worksheet functions that are found in add-ins — in particular, when they’re found in our add-in. This problem isn’t specific to our add-in — it arises from the way Excel workbooks store information about the formulas in cells.

When one of those formulas uses a function found in an add-in, the information about how to connect to that function includes the add-in’s filename. If that add-in is not in the standard place on your computer, you get an “external link” notification when you load the file.

Here’s where it gets a little messy. Even if you’ve installed the add-in in the standard place on your computer, the different versions of Excel store their add-ins in different places. This means that when you try to load a workbook into Excel 2007+, and that workbook uses a function from an add-in, and that workbook was last modified in Excel 2011, you’ll get a “change links” notification when you load. It doesn’t happen when you move from one Windows version to another, or when you move from Windows to the Mac. It happens only when you move from the Mac to a Windows version.

Luckily, it’s not fatal. All you have to do is follow Excel’s instructions to change the links. But it’s a burden, and an annoying one at that.

So we recommend that when you get that notification, just cancel out of the dialog and use the command Formulas>SMM>Menu>Change SMM Links (Excel 2007, 2010, and 2013) or SMM>Change SMM Links (Excel 2011). Of course, this works only if the offending links are the links to our add-in. For other links, you must use the standard Excel commands.

Whether you use our command or Excel’s, when a Mac user sends a later version of the workbook back to a Windows collaborator, he or she will have to fix the links again, either by invoking our command or by using Excel’s command, to translate the links back to the version they used before you changed them.

Last Modified: Wednesday, 27-Apr-2016 04:15:26 EDT

Avoid Unnecessary Spaces in Formulas

The space character, in many cases, doesn’t change the value of a formula. For instance, these two formulas return the same value:

  • =A1 + 2
  • =A1+2

Some people think that well-placed spaces make formulas easier to read. Although that might be true, the practice is both inconvenient and extremely dangerous. More

Keyboard Power Tips

Excel’s online help, and many of the how-to books you can buy, provide long lists of keystroke shortcuts for carrying out specific operations, such as inserting rows, selecting regions, or deleting columns. And they are useful.

But the true power of the keyboard comes not from using these particular commands. Rather, it comes from learning combinations that are useful for particular situations that you encounter frequently.

For instance, there’s no command for deleting the rows that contain the selected cells, but there is a combination:

  • Shift+Space selects the rows that contain the selection.
  • Ctrl+- deletes the now-selected rows.

And so, Shift+Space Ctrl+- deletes the rows containing the selection.

Learning a vast array of keystroke commands is probably less useful than learning the keystroke combinations that do exactly what you need to do most often.