Help with Excel

[Mitch]

Hi Everyone,

I have been messing with a macros for a spread sheet and have lost my edit button on the toolbar. Is there anyway to get it back? I really, really, really miss it!

Thanks in advance


Mitch

[Amy McCray]

On a Mac, go to Tools - Customize - Commands - Edit; then drag "Edit" to the toolbar where you want it.

The Windows-based unit is already asleep for the night. Can check that one in the morning if you need.

Amy

[Mike Labbe @ GTP]

Good morning

One way to do this in windows:

-Right click on any of the other toolbars and click CUSTOMIZE (at the very bottom)

-Put a check next to "Worksheet Menu Bar" and click close

Best regards
Mike

PS: It's also possible that it is physically there, but dragged to the edge of the screen. You can drag the various bars around, or to a different line, if you have them overlapping. This is something that can easily done in error.

[EllenAtHowards]

OK, we've solved that problem. How about THIS one? When I type in the date of last purchase on my Really Really Good Customers list as 12/06, which should give me Dec-06, it gives me Dec-07. Any fix for that?

[BILL WARD]

Ellen-- the OBVOUS quick-fix---put in 12/5!!!

havent actually heard this problem----excel must have a bitch-board??

[B. Newman]

Ellen, I found that very thing yesterday - if you've already formatted the cell to the type of date you want (12/06 verses Dec 06, or December 15, 2006) then to keep 12/06 from defaulting to Dec 6 since we are now in 07, type in the full year 12/2007 or Dec 2007.

That oughta do it. It did for me anyway.

[Mike Labbe @ GTP]

or try 12/31/06 :) (a fully qualified date) It may be seeing 12/6 as December 6th in the current year.

You might be dealing with some kind of script issue, too. Did you write a script that is managing this data?

See you at WCAF!

Mike

PS: I know you have LifeSaver. The POS will do most of this reporting internally, as it is collecting statistics as you sell product. There is a tips thread in the computer forum that explains how you can create reports of the top volume clients, limit it to a date range, generate mailing labels for them, etc.

[Mike Labbe @ GTP]

oops, Betty beat me to it :)

[B. Newman]

oops, Betty beat me to it :)

:faintthud:




(not that I "beat" you to it, but that I knew something in the "tech" forum!)

[Mitch]

Thanks Amy, Mike, et al
I will try to fix it tonight. The problem computer is at home - I will let you know how it goes. Mike, you may be right about me dragging it some place where I can't see it.

Mitch

[EllenAtHowards]

I know that Lifesaver will do those things, but I send out "Thank You $$ Off" Cards to all who spend more than $200 with me (working out to about 5% off) and I need to keep track of what dollar amount cards I have sent and how many frames they have bought. You know me.... Compulsive List Maker...

[Mike Labbe @ GTP]

How do I filter my customer database and export it to an outside program?

This example gives you a way to export the info right from LifeSaver, and then save the results in another file. The other file would need to have a column/field added for the dollar amount you sent and the date of the last mailing. (Alternate way is to put that in the lifesaver comment field, and let the built in "last mailed" field track when you did the mailing.)


optional example
To establish a temporary "Filter" for all customers who have...
a) been in from 1/1/2005 - 12/31/2006
b) and have spent more than $200
c) and have had at least 2 orders:

From the main menu:
-Click CUSTOMERS
-Click FILTER
-Pick INCLUDE -> select LAST PURCHASE -> FROM: (1/1/2005) -> TO: (12/31/2006)
-Pick INCLUDE -> select TOTAL PURCHASE -> FROM: $200 -> TO: $99999
-Pick INCLUDE -> select NUMBER OF ORDERS -> FROM: 2 -> TO: 99999
-Click OK

Note: Filters can be set up for any number of parameters. By city, alphabet range, category, city, state, zip range, etc You can also tell it to filter only the top X amount, or even to omit other records with certain (any of the above) conditions.


To print these filtered records to mailing labels

From the main menu:
-Click CUSTOMERS -> LABELS -> OK


Or, if you prefer to export them to a file for use in an external program

From the main menu:
-Click CUSTOMERS
-Click EXPORT
-Click the fields you wish
-OK
-Specify the output filename
-Load it up in your Word, Excel, Access, etc and go to it.

After you're done, be sure to remove the temporary FILTER you previously established

From the main menu:
-Click CUSTOMERS -> FILTER -> RESET

That was kinda fun :)
Mike

[Mitch]

I now have my edit button back. I tried everyones advice but nothing worked. When I found the worksheet menu bar it was already checked, as I clicked on it the whole bar disappeared. I rechecked the box and the bar reappeared but still without the edit button. I then started looking for the edit button on the other tool bars - I finally found it in the built in menus catagory. I then drug it to the worksheet menu bar and discovered I now had two edit buttons............Another lesson in being careful what you ask for! I did drag one back and all is right with the world (and my excel).

Thank you all.

Mitch