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Showing posts with label MS Excel. Show all posts
Showing posts with label MS Excel. Show all posts

Wednesday, 18 June 2025

Excel number formatting on trim

I was recently trying to trim a page number from a journal title in some imported text data, to log in my articles database. I wanted Excel to automatically recognise the imported data as a number, and it wouldn't. I wanted a one step auto-function, rather than me having to apply another step to the text clean-up.

Grr.

However, a quick DuckDuckGo search found a nifty formatting formula (Exceltip, 2014) which we can apply alongside a trim: we specify value in the function. Even better, if we are after a standard number format, we don't even need to specify exactly what type of value we want.

Our formula looks like this: =VALUE(LEFT([cell reference],[number of characters we want to trim])); so for my purposes, this was:

=VALUE(LEFT(Q3,4))

And I got my page range, formatted as a number, all in one step.

Result!


Sam

References:

Exceltip. (2014, October 20). Make LEFT Function recognize a number in Excel. https://www.exceltip.com/excel-text-formulas/make-left-function-recognize-a-number.html

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Wednesday, 19 February 2025

Changing image size in Excel print headers

There are some things which I do so regularly, I never need to write myself an instruction: the process is rehearsed again and again. Then there are other tasks which I do so rarely, that when I come to do them again, I have little recollection of how to do it.

While I have written before about using Excel for marking before (here), this particular post is on something slightly more technical: how to change the size of images which have been embedded into Excel print headers.

Why would we have an image in a header? Each instruction or feedback document which I pass to my students is 'led' with an organisational brand image. Not only does it make the documents look more professional, but it reminds students who is providing the training. It never hurts to do a bit more marketing! And when the organisation's branding changes, we need to be able to replace the old logos with the the new version. 

While inserting an image is pretty easy, adjusting the new image to show in the header at an appropriate size is more problematic. Hence the need for this post. 

OK. So there are two parts to the instructions. Firstly, we need to insert the raw image:

  1. Open the Excel workbook, and navigate to the sheet. Go to the Page Layout ribbon, and in the Page Setup section, click on the bottom-righthand corner expansion arrow
  2. In the Page Setup dialogue box, click on Header/Footer. Select your Header from the dropdown list
  3. In the Header dialogue box, click in the section containing your image (usually shown as "&[Picture]"). Click the image button. A message box will appear saying that "Only one picture can be inserted into each section of the header". Click replace


  4. A second message box may appear, saying "The service required to use this feature is turned off. Check your privacy settings". If this appears, click "Work offline"


  5. Now an insert file window will appear - navigate to where your desired logo image is stored, select the file, and click "Open"
  6. Click OK, and OK. 
Our new image should now be present. If we do to print preview, we should now see how it looks: and it may or may not be the right size. I tend to find that the images will be shouty-loud and huge in the print area, so usually want to down-sample them by at least 50%. And that brings us to the second part of the instructions, where we reformat the image size, as follows:

  1. In the Excel workbook, on the sheet you wish to adjust the header image size, go to the View ribbon. In the Workbook Views section, select the Page Layout view

  2. Click in the header area containing the image
  3. Go to the Header & Footer ribbon
  4. Select the Format Picture icon
  5. In the Format Picture dialogue box, change the image size to the desired percentage, and click OK


  6. Click out of the header and check the size (repeat to adjust)
  7. Once happy, change back to the Normal view
  8. Save.

I hope this is helpful!


Sam

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Monday, 30 December 2024

Concatenating a year date format

I use Excel to manage my course marking, attendance and student information. I have master spreadsheets set up where I try to automate background information as much as possible, so that use is pretty much a no-brainer. I would much rather throw some effort at working out how to enter a formula for an auto-updating date once, to that then the next time I roll over a spreadsheet for a new year, I don't have to remember to update a static date.

But one thing I had never managed to work out was how to get a date to update when it was formatted as a year, and concatenated into a page title. This was so a page title in a results spreadsheet would auto-update with the current year. I wanted this to show as:

Title of the paper, Semester 1 [current year]

The unbracketed elements of the title were easy, as this never changed. But I could never get the current year part to update: I either had to remember to update the four digits of the year manually, or I could get a full dd mmm yyyy date. But then I found myself with an hour spare, and found someone who had solved a similar problem (Bobbitt, 2023), which led me to how to format the title to suit me. Using a simple concatenate function, we enter the static text, then put in text([the cell location], "[and the date format we want])", as follows:

=CONCATENATE("Title of the paper: Semester 1", ",TEXT(N1, "YYYY"))

So easy once someone has shown us the way!


Sam

References:

Bobbitt, Z. (2023, May 23). How to Concatenate Text & Date in Excel (With Example). Statology. https://www.statology.org/excel-concatenate-text-and-date/

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Friday, 8 November 2024

Phantom locked cells in Excel

Did you know it was Excel's 40th anniversary this year? Amazing! So what happens when you are working in a spreadsheet, and suddenly you notice a strange flicker on the page... and when you go to enter your next piece of data, the data won't enter into the cell?

I struck that problem earlier this year. I paused. I saved. I tried again. The data would still not enter.

I closed the spreadsheet. I reopened it. The data would still not enter.

I closed the spreadsheet. I shut down the PC. I restarted the PC, reopened the spreadsheet. The data would still not enter.

I noticed that, despite the fields where I was entering data being set to unlock, the locked cell icon on the toolbar looked like it was toggled on. But it shouldn't have been. I checked that the sheet was unprotected. It was. 

Sigh. I headed off to Microsoft Support and entered "Unlocked Excel cells locked even though sheet is unprotected" (here). I found a post where the title looked promising - You are unable to select unprotected cells in Excel - (Microsoft Support, 2020). But when I went to look at the page, it was basically telling me to manually unlock the cell.

Right. Perhaps I needed to assume that the cell, despite being unlocked, was actually locked, in order to fix it. 

So on the Home tab, I expanded the down arrow in the Fonts group, clicked the Protection tab, and then unticked the Protection tab. Click OK. And hoped it would all be good again.

It was :-)


Sam

References:

Microsoft Support. (2020, August 20). Unlocked Excel cells locked even though sheet is unprotected. https://support.microsoft.com/en-us/topic/you-are-unable-to-select-unprotected-cells-in-excel-0edc57a3-805c-40f9-f137-441a1ea405dc

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Monday, 28 October 2024

Deselecting multiple tabs in Excel

I had an interesting problem in Excel earlier this year, where I had selected multiple tabs in a workbook to change the tab colour, and suddenly found myself unable to deselect them again. I tried the standard thing, where I simply closed the workbook, and hoped to find - on reopening - that the problem had sorted itself out.

It hadn't.

So I did a search for "how to deselect multiple tabs in Excel". A great post by Excel Learner (2022) popped up, giving me very clear instructions for three methods to deselect those pesky worksheets.

Firstly, I could "press and hold the Ctrl key" and click those tabs I wanted "to deselect using [my left] mouse" button (Excel Learner, 2022). I did that, and the problem seemed to reverse, then stop. So whatever had occurred, that was a great fix for me.

Secondly, we can "press and hold the Shift key, and then use our mouse left key to click the first excel worksheet and the last excel worksheet, then all the worksheets between the start and the end worksheet will be selected" (Excel Learner, 2022).

Thirdly, we can "right-click any one worksheet in the excel workbook, and then click the Select All Sheets menu item in the popup menu list", and "all the worksheets in the excel workbook" will be selected. To "deselect them all, you can right-click any one worksheet and then click the Ungroup Sheets menu item in the popup menu list" (Excel Learner, 2022).

I hope one of those options works for you too!


Sam

References:

Excel Learner. (2022, July 31). How To Select/Deselect Multiple Or All Worksheets In Excel Workbook. https://www.excel-learner.com/how-to-select-deselect-multiple-or-all-worksheets-in-excel-workbook/

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Wednesday, 21 August 2024

An Excel Ctrl & End problem solved

I use shortcut keys a lot to navigate files. In Excel, two of my favourites are Ctrl & the Home key (which takes me to the first active cell in my spreadsheet), and Ctrl & End (which takes me to the end). Once I start getting quite a bit of data, those two shortcuts are amazingly helpful.

But. Every now and again I have a problem with where there must be some stray formatting in a cell which means that Ctrl & End takes me to somewhere far, far away in the spreadsheet. Earlier this year, in a 230 data row dataset with live columns to AC, Ctrl & End landed me in row WWH in a spreadsheet at row 270. WWH was definitely a few columns too distant for me.

So I highlit (ha, ha; like that new word?) the columns and used the clear tool on the Home Ribbon. Then Ctrl & Ended (another one!) again... but no. Still at WWH. I re-highlighted the problem columns and stepped through clearing formatting, contents etc one by one in the clear section, then tried again. Ctrl & End still took me out to column WWH.

Time for an alternative. A bit of digging provided a great solution - and using short cuts, as follows (Kader, 2024):

  • Select the last active column in your spreadsheet
  • Key Ctrl, Shift & the Right Arrow to highlight all the 'live' columns
  • Key Ctrl & - (minus, and I used the number pad for this key) to delete cell contents
  • Key Ctrl & S to save

Close out. Reopen and try Ctrl & End again. 

And lo! I was at AC230 :-)


Sam

References:

Kader, E. (2024, February 12). [Solved!] CTRL+END Shortcut Key Goes Too Far in Excel (6 Fixes). Exceldemy. https://www.exceldemy.com/excel-ctrl-end-goes-too-far/

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Wednesday, 10 July 2024

Using Mround in Excel

When I am marking student's work, I use an Excel spreadsheet to record my impressions. I have written more fully why this is elsewhere (here), but largely it is because Excel, once set up and tested, consistently totals well, and I can use formulas to further simplify the process.

One of the simplifications is using MROUND. This is a function in Excel where the product of a cell is rounded to a particular number. A number of schools where I teach prefer results to be either half or quarter mark increments: so I use Excel to very slightly adjust marking sheet totals to fit with this schema by using MROUND in marking sheet total cells. We need the cell that we want to adjust, then how much to adjust to; for example:

  • where a quarter mark is required, use =MROUND(G18,0.25)
  • where a half mark is required, use =MROUND(G18,0.5)

We can combine a sum, or another function with MROUND. Take a simple subtraction, for example: 

  • Where a quarter mark is required, use =MROUND(G17-G18,0.25)
  • Where a half mark is required, use =MROUND(G17-G18,0.5)
Or a sum and an addition: 
  • =MROUND((SUM(G5:G18)+L10),"0.25")

The function MROUND uses Swedish rounding (though Microsoft Support notes a known bug where the products of 6.1 and 7.1 are treated differently; 2024).

We can even MROUND time (Bruns, 2013), which is handy:

  • =MROUND(G20,"0:15")

In addition, there is also a great list of Excel tips and tricks from Susan Harkins (2023), a power user who writes for TechRepublic. Check it out: we are bound to learn something new.

I hope this is useful!


Sam

References:

Bruns, D. (2013, January 18). MROUND Function. Excel Jet. https://exceljet.net/functions/mround-function

Harkins, S. (2023, November 28). 87 Excel Tips and Tricks: From Beginners to Pros. TechRepublic. https://www.techrepublic.com/article/excel-tips-every-user-should-master/

Microsoft Support. (2024). MROUND function. https://support.microsoft.com/en-us/office/mround-function-c299c3b0-15a5-426d-aa4b-d2d5b3baf427

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Monday, 27 May 2024

Excel tab name length

When I am marking, I use Excel to provide student feedback. This is because Excel adds up. I used to use Word using formulas, but as Word does not have an ability to protect cells in a table, it is far too easy to overwrite the formula (read more on that here). 

So in Excel, I use one Workbook for all student marking for a single assignment, and print each tab to pdf. I upload the pdf to our student learning platform. I have a master tab which I copy as a new worksheet, then enter each student's name into copied sheet's tab. I have a formula in the "Name" field of my worksheet which picks up the name I have put into the tab, and repeats it on the sheet (read more on how to do that here).

Now sometimes I run into a problem: Excel only allows a maximum of 31 characters (including spaces) as an Excel tab name. While usually this is not a problem, with group assignment work a list of names, even first names, can soon add up to more than 31. 

But there is an easy way to check our list of student names to see how many characters they add up to. We simply enter the following counting formula into a blank column on a worksheet which contains a list of the student names:

=LEN(cell)

Where we replace 'cell' with the cell reference we want a character count of, then we key Enter. And if the result is 32 or more, we need to shorten our tab name.

Too easy.


Sam

References:

Microsoft Support. (2024). Count characters in cells with Excel. https://support.microsoft.com/en-us/office/count-characters-in-cells-1be151d7-5b8f-4186-87b9-7b0318583163

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Wednesday, 24 April 2024

Excel subtotal if statements with autofilter

One of the many things I find Excel does well is counting and clustering data. So when I am trying to compare one data set against another, I am able, using the "CountIf" formula, to set up summary tables  at the top of worksheets, using formulae. Yes, while I know that pivot tables will do this for us, I tend to find these really clunky, and difficult to get working as I expect.

Ah, the joys of Excel. When it works, it works; and when it doesn't, we tear our hair out trying to work out what we need to redo so that what we have created returns the product we are seeking!

It is pretty easy to work out how to use autofilters, and to sum them (read here). However, trying to find out how to do a conditional countif formula sounds like it should be really easy; but I found it quite difficult to find. We could - for example, search for "Excel subtotal if statements" or "using If with autofilter in Excel", or "Subtotal with If statement", or "conditional Subtotal", or ...ad infinitum; but we will probably still find ourselves stuck for an applicable solution.

What we need to use is not CountIf, but CountIfs. I found out by accident how to construct CountIfs formulae: where, just like using multiple autofilters, we can permanently provide a range of conditionals for Excel to total. For example, if we enter 

=COUNTIFS($D$11:$D$611, "*"&$I3&"*",$E$11:$E$611,$K$2)

So let's look at how this works, element by element. First we have the function in red: "CountIfs". This allows us to count if certain conditions are met. Next we have the data ranges - which in this case are the columns where Excel looks for the data to count. Then there is the actual thing that Excel is going to look for, to count if Excel finds the comparison data.

  1. Excel will look at cell K2 and count only data which shows that in column E, AND 
  2. Further, Excel will only pick up that data which 'contains' the contents of cell 13. By contains, if cell I3 contained "when" it would count the contents of any cell which contained "when", "whenever" and "somewhen", but not "where". AND 
  3. Excel will only count those items in the first column, column D, which meet both those conditions.
I hope you find this useful!


Sam

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Friday, 22 March 2024

Fixing unintentionally linked Excel Wbooks

Have you ever opened an Excel spreadsheet or workbook to have the unexpected message appear "This workbook contains links to one or more external sources that could be unsafe", followed by the rather cryptic instruction that "If you trust the links, update them to get to latest data". While we puzzle over that, the message continues: "Otherwise, you can keep working with the data you have", followed by three option buttons: "Update", "Don't Update" and "Help".

And clicking the "Help" button does not really help. Hmm. 

It is OK when we know that our s/s has been deliberately linked to workbook. If not, it is one of those 'sigh and Google' moments: where we have a hazy recollection of copying a cell from another workbook, but cannot remember what the workbook was... or even worse, when we have NO idea at all how this can have happened. So we sigh, and Google "unlink Excel workbook".

We trawl through all the unhelpful rubbish, then finally recall that this is actually called "breaking a link" and that our search needs to refer to "an external reference in Excel" (Microsoft Support, 2015).

I have no idea how many times I must have done this. So I decided to include the set of instructions (Microsoft Support, 2015) on how to fix this small, but annoying problem.

So, thanks to Microsoft Support (2015) the instructions to repair are:

  • Go to the Data ribbon | Queries & Connections | Edit Links
  • In the Edit Links dialog box, under the "Source" list, click the link that we want to break (we can hold down the Ctrl key to select more than one link)
  • Then click the "Break Link" button.

Easy when we have instructions!


Sam

References:

Microsoft Support. (2015, August 7). Break a link to an external reference in Excel. https://support.microsoft.com/en-us/office/break-a-link-to-an-external-reference-in-excel-f1ca8b08-4f24-4af6-92e5-f4fdb1442748

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Friday, 1 September 2023

Comparing Excel lists

In my online courses, I try to limit myself to sending out two weekly emailers to ākonga (students), to guide their mahi for the week. To do that, I run a little handbook for each course, built up over time, so I don't forget key milestones, reminders, and other course-specific information. But to send those emails, I need an accurate mailing list. That sounds like it shouldn't be too hard, right?

However, at tertiary level, the first three weeks of each semester are tricky to manage as class lists fluctuate daily. Until the end of week 3, ākonga can withdraw, and get a refund on their fee, which I think is very sensible (and during the Covid pandemic, this was extended, which I thought was highly compassionate). You see, we have ākonga who: 

  • enrolled last year, thinking they would study next year, but their lives have changed in the intervening three months; 
  • didn't realise that the semester was underway, have enrolled late, and are now overwhelmed by how much they need to do to catch up; 
  • didn't realise that the semester was underway, have been ignoring emails, and now the catch-up study pressure is driving the need to withdraw; and 
  • didn't realise that the workload would take so much time away from their whānau and need to withdraw to restore their sanity.

This flow of ins and outs in the class lists requires daily checking of two institutional systems where I teach, and the keeping of my own spreadsheet. I get emails from ākonga who withdraw, and pass them straight onto the administrators, but there is still a lag between my list (immediate) and the system (likely two days behind). Sometimes ākonga withdraw via Student Services or through our administrators, then I am likely two days behind, still mailing ākonga who have already withdrawn. 

So each day I check that my spreadsheet matches the system, and as part of that, I use a matching function in Excel to spot the variances.

The matching function is very simple. In the function I enter the surname cell reference from my spreadsheet, and temporarily copy in the surname column from an institutional enrollment system Excel export, and compare, using:

=EXACT([Excel s/s surname],[copied out surname from system])

This returns a "TRUE" if a match, "FALSE" if not. By looking down my Excel sheet, I start working where the item first turns to FALSE, reconciling the two lists as I go.

Too easy.


Sam

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Monday, 27 February 2023

Excel formulas from concatenated data

If, like me, you have been trying for ages to create formulas from concatenated data in Excel, then this is the post for you! For those of you who are already glazing over, perhaps skip this post :-)

I use spreadsheets a lot for descriptive analysis of survey data, managing student information, and for marking. It is with marking in mind that I wanted to use a concatenate function for creating a summary page in an Excel workbook. 

I have a tab (sheet) for each student, named with the student name so it auto-fills the student name field (see here for how to do that). That name is repeated on a summary page which is a VLookup so I don't have to fill in the student ID number (and here for how to do that). On that page I wanted to also show a copy of the mark for each student so I could see them all in one place, at a glance.

Concatenate seemed the logical function to compile the formula, but I could never get it to activate. I tried Shift and Enter, but that didn't work. I postponed following up on it. I would periodically search, but my search terms were obviously not accurate enough.

But then, late last year, I found a solution, thanks to tbhesswebber (2013), who posted that "a dynamic formula" was needed for "a template that we copy each month, so when I change the name of the month and I change the year, it will refer to a different folder and/or a different month within the folder". I wanted the formula to refer to a different name for each new marking sheet that I created. Same process, different object.

The solution from tbhesswebber got quite complicated, but my takeaway was that I needed to use "=INDIRECT()" with my concatenate formula nested inside (2013). The concatenate function was: (a) the open quote mark to signify that this was a named tab in the workbook, "'"; (b) the student name of the tab in "Student's Full Name", B2; (d) the close quote mark to close the named tab, "'"; (d) and the sum cell in each tab, or F$1. Then all I needed to do was to enclose this in the INDIRECT element. My formula was:

=INDIRECT(CONCATENATE("'",B2,"'",F$1))

Thank you very much, tbhesswebber!


Sam

Reference:

tbhesswebber. (3 February 2013). Answer to Can I create a formula using concatenate?. https://www.excelforum.com/excel-formulas-and-functions/592520-can-i-create-a-formula-using-concatenate.html

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Wednesday, 25 January 2023

The thorny problem of Word marking sheets

In a previous shared office a colleague always looked for the EASIEST way to do things. He had a very disruptive and creative approach to simplification, one that really provoked thought. We often discussed marking: specifically how the grunt work could be taken out of it while ensuring we provided clear feedback to students on what could be done to improve future work (see my post here).

With my colleague's constant tinkering and prodding, I too was always considering 'better ways'. In those days we marked using Word rubrics, which - taken together - were (a) vague and (b) dangerous and (c) could lack consistent interpretation. Let's take the 'vague' part first.

Vague is what I see, particularly when we consider a rubric approach. What exactly does the following mean as a chunk for a presentation? 

A Grade
Presentation (20 marks). Verbal communication is clear, audible and highly effective. Seamless integration of visual aids/technology/ supporting materials. Ideas/opinions are conveyed fluently that intentionally stimulates critical discussion.

Of course, the B is also listed/specified. And the C. And D. The questions such a chunk as this inspires in me are:

  • How much is each element/sentence worth? Are they all worth 6.66 marks each? Or are some worth more?
  • Are there some elements which should have been listed, but haven't yet? What about the slide deck? What about pace? Volume? Length?
  • Are a quarter of the marks in the last sentence for ideas, for opinions, for stimulating and for critical discussion? Or are there other characteristics for a good presentation? How much discussion can we really create in a presentation...? Should discussion appear instead in an - unspecified - Q&A session?
  • Further, why would we then need to list what a B or a C or a D is? Doesn't it become obvious because we have listed the A, that the B, C, D, or E hasn't reached that standard? Aren't we wanting all students to aim for an A? Do we need to list what a D is - usually something pointless like "doesn't reach minimum standards" which surely is rather obvious?
  • And why, oh why, did we end up having to write SO MANY similar comments in the comments space? Many are repeated student to student... so surely they should be in the rubric?

OK. So let's consider dangerous. Word is not really an 'adding up' tool. We tend to manually add our marking up, which leads to easy mistakes. We can get Word to add up for us using formulas, but the table addition functions are less than ideal. In my experience, this: often stops working; must be manually refreshed; and others don't 'see' the sums as a formula, so they overtype the totals even when they are working. Why use a tool so obviously unsuited?

After a lot of thought and office conversations, I felt that a master check list dashboard would be ideal. That I could be marking a piece of work, and tick a box to have a particular comment appear on a marking sheet: effectively pick something already written. I was sure that someone out there must have already created something. We could just enter our percentages and go. Well, no. I found nothing over a summer of seeking.

My next thought was that I could contract a computing major who knew Access really well, who could create a pick list for me, and we could go from there: I could have a few master tables, a pick list on a form, and create a customised report, student by student, without having to manually tailor the marking feedback. I could create a comments bank from my own marking to begin our master list of "what was good" and what "needs improvement". For two semesters I sought a student to work on this as their capstone 300 hour project. However, despite having written a clear brief and having good connections to the computer science team, I had no takers. And I didn't know enough MS Access to go solo.

Then the need suddenly became urgent. The issue of consistent interpretation arose. I was leading a team of up to ten research supervisors who were all marking on the same paper. Marking results were initially variable using a standard Word feedback sheet. One person's 'B' comments were another marker's 'A'. I really needed a more consistent method, because the inconsistency was immediately visible between students. They talked to each other about their marking. And I needed it now.

Expediency drove the choice. I decided to have a crack at creating something in Excel, which I knew well. Maybe I could make a huge list of what would have been my Access check list dashboard, and we could tick the level which students achieved. If I set it up with cell protection and the right formula it would avoid addition errors: Excel adds. And if I only listed "A" comments, but with a range of grades where markers only needed to put an "X" into the relevant box in the relevant grade column, it might simplify the process.

So I had a go. I sat down with some experienced markers, and we brainstormed the contents of our rubrics and marking splits. We broke down all the marks for each area into even chunks, and created a comment that could be marked. Because there were so many items that we were could select, additional comments were minimised. I set up the sheets, and we ran some trials. We marked students both ways on a small assessment to check that the Excel marking would work out the same way (it did). We tweaked some statements that didn't quite work. Then we showed the students both the marking sheets, and asked them which one they preferred. The preference for the Excel version was overwhelming. So we rolled it out.

Moving forward five years, and the benefits of using Excel are huge. It speeds up marking; it reduces time in writing comments; it is clearer as a guide to students; there are no addition errors; and it creates consistency across markers.

Interestingly, lecturers who haven't used it think on first look that it is too 'specific'; too confining. However, once they try it, they tend find it makes marking much easier, and faster.

I too find it easier. I tweak these marking sheets each semester, so the wording gets better, the formulae better, the streamlining better. View a presentation sample marking sheet (as per the illustration) here.


Sam

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Wednesday, 12 October 2022

Column word count in Excel

Recently I have been analysing survey data which has been extracted from an online survey instrument into an Excel sheet. The analysis has proved very entertaining. However, there are some key elements of formula which I have needed some expert help with.

I often need a word count for comments, as one of many measures to attempt to establish what a 'quality' response is. I have worked this out in the past (and written about it here), and getting that information requires using formulas in Excel (or VBA if I knew how that worked!), but this time I needed something a little different.  

I needed to get a sum of all the text in column for checking where I had pulled multiple data sets off the original data, and wanted to validate the multiple data sets. My formula last time worked perfectly in rows, but wouldn't work to sum a column of words in Excel. Despite multiple Google searches, it took me quite some time to found a formula which kinda sorta worked. And, once I had the rudiments, I then had to do quite a lot of experimentation to get this to work properly

Do attached is a formula which sums the words in a single Excel column (the example below sums all words in column G, from row 12 to row 525):

=SUM(LEN(G12:G525)-LEN(SUBSTITUTE(G12:G525," ","")))
Now all I need to do is to find a formula which will allow me to change the value with a sub-total...


Sam

Reference: Microsoft Support (2022). Description of formulas to count the occurrences of text, characters, and words in Excel. https://docs.microsoft.com/en-us/office/troubleshoot/excel/formulas-to-count-occurrences-in-excel

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Friday, 5 August 2022

TextJoin function in Excel

Where we have simple requirements, Excel can be very useful for analysing, grouping and clustering survey data. However, to get the most out of the simple analysis which Excel does, being aware of some of the on board tools can certainly make a straight-forward job even more powerful.

For example, there are several ways to concatenate elements within a range. We can use a formula such as concatenate, or we can use the more streamlined version, TextJoin.

TextJoin allows us to collapse materials and show a spread of answers in one cell. It allows the formula to ignore any blanks in the formula and only concatenate those items which contain more than zero. This can be particularly useful if we are compiling a range of answers into one field. The image accompanying this post shows how all the fields are pulled into one, including specifying a delimiter: in this case, a space, and a comma.

A deliminator could be a hyphen, a line of text, or simply a space.

The structure of putting together a TextJoin function is as follows, with the formula first, and the example following:

=TEXTJOIN(delimiter, TRUE, Cell_range)

=TEXTJOIN(", ",TRUE,B3:B8)

This is a very useful formula.

Sam

References:

CFI. (2019). TEXTJOIN Function. https://corporatefinanceinstitute.com/resources/excel/functions/textjoin-function/

ExtendOffice. (2014). Concatenate Cells But Ignore Blanks. https://corporatefinanceinstitute.com/resources/excel/functions/textjoin-function/

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Friday, 22 April 2022

Hiding Zeros in Excel

Sometimes when working with Excel, we want to hide zeroes; particularly when working across multiple spreadsheets, with formulae.

It is surprisingly difficult to find out how to do this!

However, there is a wee number code which we can enter as a custom number type in Excel:

0;-0;;@

That format details what we have to specify in Excel as a custom format structure: what the format should do with positive numbers (as a number); then with negative numbers (as a minus number); then what it should do with zeros (ignore them); then, lastly, what it should do with text (show it as written).

So easy when we know how!


Sam

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Friday, 22 October 2021

Using VLookup in Excel

Do you have related data which you have to regularly - and manually - add to a marking sheet? I use Excel to mark, and need both the student name, AND the student ID number on each marking sheet. I use two formulas to prevent me having to repeatedly add data to worksheet fields.

I use one Excel workbook, and add a new tab - worksheet - for each student. I have written about how to enter the student name onto the worksheet here. But basically I paste each student name into the tab name, and have a formula in the worksheet name field, as follows:

=MID(CELL("filename",A1),FIND("]",CELL("filename",A1))+1,255)

The tab name then appears in the worksheet. Done.

However, I was still manually adding the student ID. So instead, I copied my semester list of student names (column A) and IDs (column B) into each marking workbook on a sheet named "Students", and, using a VLookup, have created a formula which appears in the Student ID field:

=VLOOKUP(C2,Students!A:B,2,TRUE)

Then I sorted the students into alpha-numeric order by name. NB: that is a very important step. The key data column in the VLookup must be in alphabetic order else the data association will appear to be randomly selected.

However, if for any reason we have another column that we want to sort on (such as a surname column instead of a first name column), we can change the last component of formula from 'TRUE' to 'FALSE' or '0' to avoid the sort, as:

=VLOOKUP(C2,Students!A:B,2,FALSE) if text, or =VLOOKUP(C2,Students!A:B,2,0) if a number

While I could have organised the VLookup so that my marking workbooks would refer back to my Master Excel workbook - i.e., not having to copy my list of students out into each marking workbook - I travel with my data. The drive letters change depending on where I am, and what device I am on. I would have been constantly having to repair my lost or broken links, so I decided it was better to have the data unlinked... and reduce problems.

Despite that small amount of double handing, I now have each student ID appearing once I create name each new marking sheet. One small piece of work done at the beginning of the semester saves double-handing for the remainder of my cohort marking.

Too easy.


Sam

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Friday, 6 August 2021

Marking rubrics and feedforward

It is that time of the year to appreciate the joys of assignment marking. I have explored this topic before (here), but we can always take another look.

I use a tick-box rubric created in Excel. I only need to put an "x" in the intersection between the grade and the element for the sheet to calculate the mark. I break down all the elements required for each section of the marking sheet which aligns with the learning outcomes. I have a small amount of space at the bottom of the marking sheet for comments (see the image attached). Thus there is very little writing to be done when marking each assessment. This means that once I get underway, my marking only takes a few minutes over the time it takes to read each assessment.

In my experience, individualised, tailored comments is where much of our time as markers is consumed. while we feel that is useful feedback to the student, annotating scripts causes the most angst - and gobbles up the most time - for markers.

As I mark electronically, I am able to save text which detailing common errors. In the past, I have tried using a comments bank, just cutting and pasting those comments on the script annotations where less able students miss the point. However, we still usually need to provide example specific to each student, which still adds time and complexity to the marking process.

Further, script annotations only show WHERE something is not quite right, not HOW MUCH is not right. A student going through their annotated script will not necessarily see the strengths of the work; only what the marker has identified as being 'wrong'. Not very developmental.

Ah: but then there is the thorny issue of whether student read the annotations that we have spent so much time doing. A former colleague of mine would, in reading student assignments, record his feedback to an MP3. He would detail in his feedback what the student could have improved, where they made errors, and where they got their best marks. He kept the sound file in the cloud, and would advise the students when he uploaded the mark and the marking rubric to Moodle, that if they would like his comments he would send them a link to the sound file. In four years, no one asked for the link; so he stopped recording and storing the sound files. He worked out early where his effort would best be focused, and so saved himself a lot of time.

What I do instead is to offer to review a draft per student a week before submission: that way, students get formative and timely feedback. Not only is summative feedback is less useful, as - usually - those learning outcomes have been fully examined, but well-organised students get a bonus for their ability to get on with the work early. It provides - if you will - feed-forward. I find about a third of students do this.

As a result, my marking is a breeze with the students who have had draft feed-forward. I now only supply the mark, and the marking rubric, to students. And the process is much faster than the other way around.


Sam

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Wednesday, 16 June 2021

Formatting times in Excel

I tend to suggest that my students use MS Excel to analyse their qualitative data transcripts. While Excel is not perfect, it has the advantage of being cheap, relatively easy to use, and a well-known and transportable format.

There are some tricky elements to working with Excel. One is that times entered into Excel have a nasty habit of turning from minutes counted (such as the duration of an interview) to clock time. If you are trying to total interview minutes, and the data keeps changing format, all totals have to be checked very, very carefully. In addition, since moving to Office 365, I have had problems with Excel's custom number formatting disappearing after updates.

As a result, it is worth detailing how to format time in Excel to get total minutes, as opposed to clock time. The instructions are

  • On the home ribbon in Excel, click the expansion arrow under the numbers section:

  • The dialogue box which appears will show number formats, and be selected on the General number type:



  • Change the number format to “Custom”, at the bottom of the list:



  • Under the Type heading, General is the default number format. Highlight this, as we are going to replace it:



  • Key the following format code into the Type box (thanks to Bigoceans, 2012):
    [h]:mm;@

  • Click OK.

Time should now add as interview time; in hours, minutes and seconds – no longer as clock time.


Sam

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Monday, 24 May 2021

Using bullet points in Excel

I have briefly inherited an on-campus course from another staff member, stepping into the breach during Covid-19 to each this course online. I don't want to change anything too much, as this paper will revert to the original staff member next year, when we are - hopefully - Covid-free.

One thing that continues to amaze me in tertiary education is how many staff still use MS Word table as a marking tool. And no, they don't use formulas to add marks; they manually add, and usually have both the total of marks AND the marks awarded in the same cell, so it cannot be added anyway.

When calculating marks, Word is not an effective or consistent tool. Just missing a cell's total on the list means that the total will probably be incorrect... and that can be hard to spot. As a result, I try to use Excel, because at least that is made for adding up things.

However, Excel is not made for formatting things. In this case, as a temporary measure for this one run-through, I decided to simply pull the rubric into an Excel spreadsheet. Most of the set up went pretty well, but I soon realised I had a problem with clearly showing each rubric element within each grade category.

For two reasons, I chose not to have elements in separate cells. These are: so that I can more easily change the font colour to highlight the standard which a student has achieved; and for alignment of the overall page, to keep it relatively consistent with the original. And the key aim was to keep the look the same.

Excel does not play nicely when it comes to line spacing, bullets, or hanging indents. in the end I had to give up on line spacing, and hanging indents, but I did manage to find out how to do bullets... after a fashion.

This is clunky, but works:

  • Enter the cell where we want a bullet
  • Copy the text we need from the Word document into Notepad to check that there are hard returns between each line
  • Then copy the text from Notepad into the Excel cell, pasting all lines after the first bullet
  • Move the cursor to the beginning of the first line in the cell
  • Key Alt & 7. This will give us a plain black bullet ("•")
  • Key the space bar to get a space
  • Then copy both characters ("• "), and paste in the front of each line of text in the cell
  • Rinse, repeat

The result is:

• A high level of understanding and insight of the client work presented, the issue(s) that arise and the theory supporting that work
• Sound critical analysis is evident resulting in clear and well-reasoned findings
• There is evidence of wider reading having been synthesised with course material

Blast that non-hanging indent!!

I do wish I could organise line spacing, and hanging indents. But having had a good look, these do not yet appear to be something that can be solved.

Ah, well. Small wins.


Sam


References:

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