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Expanded Descriptions of Six Automated Demos
included with EZ-Format for Excel
and Screen Shots of all Menus and Dialogs
Default Formatting New Data Demo
Subtotaling Demo
Splitting Excel Worksheet Demo
Splitting EZ-Format Worksheet Demo
Apply Row Color Demo
Re-Using a Format Demo
Expanding the EZ-Format Toolbar
"Pause / Activate" Feature
Screen Shots of Menus and Dialogs
Download Free Trial
New Version 03/10/10
Automatic "Default Formatting New Data" Demo
In seconds go from raw unformatted data to an EZ-Format "default" formatted Excel worksheet. |
To make working with Excel data faster, easier and better
EZ-Format separates Excel data maintenance tasks from
Excel data formatting tasks and Excel data analysis tasks.
EZ-Format's fast Default Formatting is performed
on an automatic copy of the user's original Excel data.
Creating a Default Formatted Worksheet is the first step to quickly implementing additional Excel formatting features using EZ-Format.
The demo simulates switching to a virtually unformatted worksheet.
This data could be manually maintained data or data exported from a data base.
Excel Lists being formatted by EZ-Format should include all of the fields to be formatted.
Add all desired fields to the original Excel List prior to formatting with EZ-Format.
This includes EZ-Format created Reformatted-Dates and Aged-Dates and all EZ-Calc fields.
It is easier to manually maintain data when it is not subtotaled and only minimally formatted.
This Message Box appears on-top-of the above Excel List
after clicking the 'Formatting' Automatic Demo button.
From within the original unformatted "DemoData" worksheet the demo simulates clicking the
"F" - "Create Formats / Subtotals" icon on the EZ-Excel toolbar and then clicking the "Format
Data" option to default format an automatically created copy of the original Excel List Data!
EZ-Format always "Default Formats" an automatic copy of the user's
original data, even when immediately creating subtotals for the data.
This is the default EZ-Format created formatted worksheet
created from an automatic copy of the original unformatted data.
To go from Original Data to Default Formatted Data takes only several seconds.
After completing the automatic 'Default Formatting' demo there are a series of
steps that can be manually performed to experience additional EZ-Format features.
These steps are navigated by using the Next and Previous buttons shown above.
Manually performing these additional steps takes less than 10 minutes.
Formatting Features EZ-Format Automatically Performs
when "Default Formatting" the User's Original Data
• Note: The Excel List being formatted should begin in cell A1.
• Note: The Excel List being formatted can include column totals or subtotals.
• Asks for Title and Subtitle for the automatic page header.
• Note: Defaults to last Title and Subtitle used for the data being formatted.
• Makes automatic copy of original unformatted data to a new worksheet before formatting.
• Note: The original data and worksheet are never modified by EZ-Format.
• Note: Excel subtotals in the original data are removed from the automatic copy of the data.
• Creates Excel Styles for each field and applies Styles to the data.
Note: New Styles are created from Styles and cell formats of the first original data row.
• Creates column totals for fields with either column totals or subtotals in the original data.
• Replaces Excel SUM(...) formulas with Excel SUBTOTAL(9,...) formulas in column totals.
Note: SUBTOTAL(9,...) automatically adjusts when Excel Data Filteres are being used.
• Optimizes column widths between field descriptions and data.
• Automatically wraps Field Descriptions to narrow column widths.
• Adds cell borders to the data and turns off view grid-lines and print grid-lines.
• Adds user-modifiable background color to Field Descriptions and Totals.
Note: Set default color by right-clicking a cell in each row and selecting "Background Color".
• Formats worksheet for printing, switching between Portrait and Landscape orientation.
• Adds user-modifiable custom Page Header and Page Footer for printing.
• Creates Excel Data Filters for all fields in the worksheet.
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Additional EZ-Format Excel Formatting Features
beyond the Automatic "Default Formatting" Features
• Re-ordering one or more columns in a single step.
• Hiding columns not currently of interest, and temporarily viewing all hidden columns.
• Note: Delete columns from original data, not from an EZ-Format formatted worksheet.
• Changing Field Descriptions in the formatted worksheet, but not in the original worksheet.
• Sorting the worksheet data. Sorting by break fields is automatic when creating subtotals.
• Creating bolded and shaded subtotals with mixed Excel subtotal types at each break.
• Using standard Excel formulas to create subtotals for average and percent columns.
• Automatically dragging subtotal break field data values to higher level subtotal rows.
• Dragging reference data like 'Customer Name' to Subtotal Rows.
• Changing height of subtotal rows to be 1.0, 1.25, 1.5, 1.75 or 2.0 the height of data rows.
• Resorting subtotaled data by the subtotal amounts of any subtotaled field in-order-to
rank subtotaled data in ascending or descending order.
• Setting a column to a fixed width rather than auto-sizing the column.
• Changing the automatically created and applied Excel Styles.
• Adding background color to an entire column.
• Adding Excel Conditional Formatting to only Detail Data.
• Adding Excel Conditional Formatting to only Subtotal Rows.
• Customizing the default Page Header and Page Footer.
• Changing background color of Field Description and Total rows.
• Saving the entire format of the EZ-Format created and formatted worksheet for subsequent
automatic re-use with new or updated data for the same set of original field descriptions.
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This concludes the Automatic "Default Formatting New Data" Demo
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Automatic "Subtotaling" Demo
This Demo Shows Creating Excel Subtotals Better Formatted for Viewing, Printing and Analysis |
EZ-Format automatically Sorts before Subtotaling.
EZ-Format allows mixing of Excel Subtotal Types
and the use of Excel Formulas at every Subtotal Break.
EZ-Format created Excel Subtotals are bolded and shaded.
The Subtotaling Demo starts by switching to a virtually unformatted worksheet.
This Message Box appears on-top-of the above Excel List immediately
after clicking the 'Subtotaling' Automatic Demo button.
From within the original unformatted "DemoData" worksheet the demo simulates clicking the
"F" - "Create Formats / Subtotals" icon on the EZ-Excel toolbar and selecting the "Subtotals"
option to first default format an automatically created copy of the original Excel List Data
before immediately creating better formatted and more analytically useful Excel Subtotals.
EZ-Format always "Default Formats" an automatic copy of the user's
original data, even when immediately creating subtotals for the data.
This EZ-Format created 'Default Formatted Worksheet' was created
in seconds from an automatic copy of the original unformatted data.
See "Formatting Features EZ-Format Automatically Performs ..." in the first
Automatic Demo for a list of the Excel formatting features contained in this worksheet.
This EZ-Format "Subtotal Fields" dialog is used to specify the Excel Subtotal Break Fields.
It displays on-top-of the automatically created 'Default Formatted Worksheet' shown above.
Subtotals can be created using either the user's original data or an EZ-Format created worksheet.
Up to six Excel Subtotal Break Fields can be specified.
Subtotal Break Fields are automatically sorted in Ascending or Descending order.
Sorting can be 'Case Sensitive' even though Excel Subtotals are never 'Case Sensitive'.
By default Subtotal Break Fields are automatically moved to the left in Break Field order.
The 'Level' and above at which 'Page Breaks' should be inserted can be optionally specified.
Existing Subtotals can be removed by clicking the 'Delete' button.
Additional Sort Fields beyond the Break Fields can be specified by clicking the 'Sort' button.
The 'Field for Ranking All Breaks' optionally specifies a Subtotal Break Field that
will be used for re-sorting the subtotaled data after the creation of the subtotals.
The EZ-Format "Sort" Dialog used to specify additional sort fields beyond the Subtotal Break Fields.
The data is always automatically sorted by the Subtotal Break Fields prior to creating subtotals.
The 'Sort' Dialog is only used to specify the additional Sort Fields.
Subtotal Break Fields are pre-filled and these sort fields cannot be changed.
The Subtotaling Demo ends with the creation of an EZ-Format
Subtotaled Worksheet created in seconds with only eight clicks.
The Subtotals are bolded and lightly gradient shaded.
Each Subtotal Break contains a count, two sums and one Excel Formula.
The State field value has been automatically dragged to the City Subtotal Rows.
The State and City fields have been automatically sorted and moved to the left.
Three Additional Examples of EZ-Format Subtotaling Features
not included in the Automatic "Subtotaling" Demo
Filtering Subtotaled Data
This EZ-Format created Subtotaled worksheet with the 'Name' field Excel Data Filter
set to 'Steve Smith' shows that EZ-Format automatically displays Subtotal rows
and the Grand Total row even though they do not contain the filter value.
Ranking Subtotaled Data
Four clicks Ranks the State and City Subtotaled worksheet by the 'Sales Amt' column.
All data has been automatically resorted by the State, City and Detail 'Sales Amts'.
Viewing Only the Excel Subtotals
Two clicks shows only the Subtotal Break Fields and Subtotaled Fields for both States and Cities.
This concludes the Automatic "Subtotaling" Demo
Automatic "Splitting Excel Worksheet" Demo
Split an Excel worksheet for the selected data values in any non-numeric field. |
In this demo this Excel Worksheet will be Split for selected "Name Field" values.
The first step in splitting is to select at least one cell in the field to be used for splitting.
Note: If the Excel Worksheet is subtotaled the split worksheets will not be subtotaled.
In the automatic demo this description of the demo
displays on-top-of the Excel Worksheet shown above.
In the automatic demo the entire "Name" column has been automatically
selected and you will not see the following two actions:
(1) Selecting at least one cell in the field to be used for Splitting the worksheet data, and
(2) clicking the "S" icon on the EZ-Excel Toolbar and selecting the first option.
In addition to "Split Worksheet" the "S" icon menu options include:
Opening the Split Workbooks folder to view worksheets split to workbooks.
Deleting all Workbooks in the Split Workbooks folder after a confirmation.
Opening the Sample Workbook containing the EZ-Split Automated Demos.
Immediately filling blanks cells from above for the selected column.
Immediately filling blanks cells from above for all columns.
This EZ-Split selection dialog shows all values for the selected field.
Additional Splitting Dialog Options include:
Selecting "All" values or only selected values.
Hiding the Split-By column in Split Worksheets.
Excluding hidden rows in Split Worksheets.
Excluding hidden columns in Split Worksheets.
Creating a Separate Workbook for each Split-By Value Worksheet.
Appending the Date to the Name of the Split Workbooks.
Creating separate workbooks as "Read-Only" workbooks.
Converting Excel formulas to values in all Split Worksheets.
Filling blank cells in the Split Column from above as part of Splitting.
The "Splitting Excel Worksheet" Demo ends
with the creation of a new Excel Workbook.
The new Excel workbook contains one worksheet for each selected split-by value,
and each new worksheet contains only records for one value.
This concludes the Automatic "Splitting Excel Worksheet" Demo
Automatic "Splitting EZ-Format Worksheet" Demo
Split an EZ-Format created worksheet re-creating the identical subtotals. |
In this demo this EZ-Format Subtotaled Worksheet will be Split for selected "Name Field" values.
The first step in splitting is to select at least one cell in the field to be used for splitting.
Note: If the EZ-Format worksheet is subtotaled the split worksheets will be subtotaled.
In the automatic demo this description of the demo
displays on-top-of the EZ-Format Worksheet shown above.
In the automatic demo the entire "Name" column has been automatically
selected and you will not see the following two actions:
(1) Selecting at least one cell in the field to be used for Splitting the worksheet data, and
(2) clicking the "S" icon on the EZ-Excel Toolbar and selecting the first option.
In addition to "Split Worksheet" the "S" icon menu options include:
Opening the Split Workbooks folder to view worksheets split to workbooks.
Deleting all Workbooks in the Split Workbooks folder after a confirmation.
Opening the Sample Workbook containing the EZ-Split Automated Demos.
Immediately filling blanks cells from above for the selected column.
Immediately filling blanks cells from above for all columns.
This EZ-Split selection dialog shows all values for the selected field.
Additional Splitting Dialog Options include:
Selecting "All" values or only selected values.
Hiding the Split-By column in Split Worksheets.
Excluding hidden rows in Split Worksheets.
Excluding hidden columns in Split Worksheets.
Creating a Separate Workbook for each Split-By Value Worksheet.
Appending the Date to the Name of the Split Workbooks.
Creating separate workbooks as "Read-Only" workbooks.
Converting Excel formulas to values in all Split Worksheets.
Filling blank cells in the Split Column from above as part of Splitting.
The "Splitting EZ-Format Worksheet" Demo ends
with the creation of a new Excel Workbook.
The new Excel workbook contains one worksheet for each selected split-by value,
and each new worksheet contains only records for one value.
Note: If the EZ-Format worksheet is subtotaled the split worksheets will be subtotaled.
This concludes the Automatic
"Splitting EZ-Format Worksheet" Demo
Automatic "Apply Row Color" Demo
Apply Background Color of and Excel Conditional Format to the entire row. |
In this demo this EZ-Format Worksheet will have the Orange Background Color of the Conditional Format for the Sales Amt Field applied to the entire row if the Conditional Format is True.
The first step to "Applying Row Color" is to use EZ-Format to create an Excel Conditional Format.
In the automatic demo this description of the demo
displays on-top-of the EZ-Format Worksheet shown above.
In the automatic demo the Excel Conditional Format has already been created
for the Sales Amt Field and you will not see the following two actions:
(1) Right-Clicking in any Data Cell in the Sales Amt column, and
(2) opening the "Conditional Formatting" submenu and selecting the "Apply Row Color" option.
In addition to "Apply Row Color" the "Conditional Formatting" submenu options include:
"Conditional Formatting" to create and edit Conditional Formats for the entire column.
"Apply Conditional Filter" to display only rows for which the Conditional Filter is True.
"Apply Row Color & Font" to apply both Conditional Format properties to the entire row.
"Underline Description" to underline the Description of the Field used for the Row Color.
"Delete Conditional Format" to delete the Excel Conditional Format for the entire Column.
The "Apply Row Color" Demo ends with the
modified EZ-Format Worksheet shown below.
To remove the Row Color from the rows shown below right-click any cell in the Sales Amt
column, open the "Conditional Formatting" submenu and uncheck "Apply Row Color".
This concludes the Automatic "Apply Row Color" Demo
Automatic "Re-Using a Format" Demo
Go from raw data to identically-formatted feature-rich printer-ready Excel workbook in seconds. |
In this demo EZ-Format re-uses a previously saved Worksheet Format to
identically format a new or updated set of data for the same set of field names.
The first step to re-using a format is to switch to an unformatted Excel List.
In the automatic demo this description of the demo
displays on-top-of the EZ-Format Worksheet shown above.
In the automatic demo you will not see the following actions:
Clicking the "F" icon on the EZ-Excel Toolbar and selecting "Re-use a Worksheet Format".
Selecting the first Worksheet Format from the list displayed by EZ-Format.
Only formats for the exact set of fields in the identical order are displayed.
The original field descriptions and field order should not be changed after formats are created.
Field descriptions and field order can be changed in EZ-Format formatted worksheets.
New fields should be added to the original data, not to EZ-Format formatted worksheets.
The "Re-use a Worksheet Format" Demo ends with the
display of the automatically formatted worksheet shown below.
The following actions were not shown in the automatic demo.
To create or update an EZ-Format Re-usable Worksheet Format
click the "F" icon and select "Save This Worksheet Format".
Select one of the exsiting worksheet formats or the "Save As New Worksheet Format" option.
The checked Worksheet Format was used to create the current EZ-Format Worksheet.
This concludes the Automatic "Re-Using a Format" Demo
Expanding the EZ-Excel Toolbar
Click the "U" Utilities Icon and un-check "Short Toolbar" to always view the full EZ-Excel toolbar. |
The default short EZ-Excel toolbar on the left automatically expands in EZ-Format
formatted worksheets to include additional formatting and analysis options.
"Pause / Activate" Feature
Use the "P" - "Pause / Activate" icon on the EZ-Excel toolbar or the Desktop shortcut! |
This feature temporarily unloads EZ-Format without having to perform a complete uninstall.
Note: DPPI Excel Add-ins must be active in order to perform a complete uninstall.
Screen Shots of EZ-Format Menus and Dialogs
Use these Menus and Dialogs to access EZ-Format's Formatting and Analysis Features. |
EZ-Format Menu
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EZ-Format Toolbar
Format Menu
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EZ-Format Toolbar
Utility Menu
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Cell Right-Click
Menu
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Column Right-Click
Menu
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EZ-Format Toolbar
Pause / Activate Menu
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EZ-Format Toolbar
Split Worksheet Menu
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Total Type Submenu
on Cell Right-Click Menu
Conditional Formatting Submenu
on Cell Right-Click Menu
Subtotal Row Height Submenu
on Cell Right-Click Menu
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Field Description Change Dialog
Accessed by Double-Clicking Field Description
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Subtotal Fields Dialog
Accessed from EZ-Format Toolbar Format Menu
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Sort Dialog
Accessed from EZ-Format Toolbar Format Menu
and from the Sort Button in the Subtotal Fields Dialog
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EZ-Split Split Worksheet Dialog
Accessed from EZ-Format Toolbar Split Worksheet Menu
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Field Order Dialog
Accessed from Icon on the EZ-Format Toolbar
Used to Re-order Multiple Columns in One-Step.
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Titles and Print Setup Dialog
Accessed from the EZ-Format Toolbar Format Menu
and Optionally when Formatting New Data
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Company and User Dialog
Accessed from the EZ-Format Toolbar Format Menu
By default Company and User appear in Print Page Header.
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Global Settings Dialog
Accessed from the EZ-Format Menu
Used to Set Default Print Margins and Additional Global Properties.
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New Version 03/10/10
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