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CRM Notes For Printing

This document provides instructions for several labs related to Excel: Lab 1 focuses on creating a table to assign grades based on percentage of quota achieved using a VLOOKUP formula. Lab 2 instructs how to activate a specific worksheet. Lab 3 discusses how to transfer data from a user form to a worksheet, including validating date entries and populating combo boxes. Lab 4 covers creating charts, specifically setting categorical and value axes and the legend. Lab 5 discusses dashboard design tips like removing grids and freezing panes. Lab 6 has no content and directs the user to refer to a textbook.

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Tan Yan Ting
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18 views4 pages

CRM Notes For Printing

This document provides instructions for several labs related to Excel: Lab 1 focuses on creating a table to assign grades based on percentage of quota achieved using a VLOOKUP formula. Lab 2 instructs how to activate a specific worksheet. Lab 3 discusses how to transfer data from a user form to a worksheet, including validating date entries and populating combo boxes. Lab 4 covers creating charts, specifically setting categorical and value axes and the legend. Lab 5 discusses dashboard design tips like removing grids and freezing panes. Lab 6 has no content and directs the user to refer to a textbook.

Uploaded by

Tan Yan Ting
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Lab 1

Add Computational Field Grade


Create the table Criteria for Grade some distance away from the List of Sales Rep.

For example:
Criteria for Grade

% of Quota Grade
0% F
60% D
70% C
80% B
90% A

Create Grade Column next to %Quota and click on the cell below it → Formulas →
Insert Function.

Set Category to All → Select a function → V-Lookup → Ok

%Quota Grade
62.50% D
94.55% A

For Function Arguments:


Lookup_value = the cell below grade column (the value you are intending to change
using vlookup)

Table-Array → Use the Criteria for Grade Table (From % Of Quota to A)

Col_index_num: 2 (as there are two columns in the table to be used)

Watch the two videos in Lab 1


Lab 2

Worksheets(“Summary”).Activate = Sets the current worksheet “Summary” as the


active sheet.

Lab 3
To display UserForm, on the button you click on, Enter the code UserForm1.Show

To send data to Worksheet for Storage (E.g. Customer Sales Data) → Activate the
sheet that you want to send to first. → Worksheets(“CustomersInfo”).Activate

Then you check if row is empty: NextRow =


Application.WorksheetFunction.CountA(Range(“A:A”)) + 1

Transfer data to worksheet: Cells(NextRow, 1) = txtName.Text


Cells(NextRow, 2) = txtAddress.Text
….

IF Function works like this: IF [optYes(as an example)] Then ……. End If.

To clear the controls for next entry and set focus to Name→ txtName.Text = “”……..
then txtName.SetFocus

To make sure UserForm close after you click close → Use the following code
Unload UserForm1 and then set main worksheet to be visible →
Worksheets(“Main”).Visible = True
Important for Lab 3 Combo Boxes

To show error message if day is 29 and above for Feb:

If IsDate(ComboBox1.SelText & "/" & ComboBox2.SelText & "/" &


ComboBox3.SelText) = False Then
MsgBox "Invalid date"
End If

To display Day options (1 to 31):

For I = 1 To 31
ComboBox1.AddItem(I)
Next I

To Display Months:
ComboBox2.AddItem(“Jan”)

To Display Year (10 Year Range):

For I = Year(Now) To Year(Now) – 10 Step – 1


ComboBox3.AddItem(I)
Next I
Lab 4

X-Axis Values → Axis(Categories) → Categorical Datas


Y-Axis Values → Values
Legend Series → Used to add data in x-axis to compare values

To create dashboard and remove grids → View → Gridlines → Remove

To ensure textbooks does not move or size with cells → Right click on the textbox →
Format shape → Properties → Don’t move or size with cells

To allow scrolling, and ensure the top stay swhere it is → View → Freeze Pane

Lab 6
Just read from your textbook.

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