Estimating With Microsoft Excel
Table of Contents
Introduction |
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ABOUT
THE AUTHOR vii
ACKNOWLEDGMENTS ix
FOREWORD
xi
INTRODUCTION 1
CHAPTER
ONE Spreadsheets
Basics and Not-So-Basics 4
Getting Started 4
What You Need to Have 5
Conventions in This Book 6
Finding Help 6
Undoing Mistakes 6
Using
Workbooks 7
Adding and Deleting Worksheets 8
Naming a Worksheet 9
Moving a Worksheet 9
Moving the Cursor 9
Selecting a Block of Cells 10
Selecting Noncontiguous Cells 10
Naming
Cells and Cell Ranges 10
Formatting Cell for Currency and for Percentage 11
More on Names 11
Finding Information in a Table 15
Entering Series of Data and Text 16
Formatting Cells 17
Moving and Copying the Contents of Cells 18
Changing the Width of Rows and Height of Columns 18
What's
Next 19
CHAPTER TWO
Overview of a Computerized
Spreadsheet Estimate 20
Cost
Breakdown Summary Sheets 20
Typical Cost Breakdown Summary Sheets 20
Using the Cost
Breakdown Summary Sheet
for Cost Control 23
Detail
Sheets 24
What-if Scenarios 24
Repair Shop Phenomenon 25
Detail Sheet Format 27
Databases
27
Typical Spreadsheet Estimating 27
A Better Way to Use Spreadsheets to
Estimate 28
Start by Creating Your Own Cost Breakdown
Summary Sheet 28
CHAPTER THREE
Setting up a Cost Breakdown
Summary Sheet 18
The AutoSum Function 31
Writing Formulas 32
Copying Formulas to Other Cells 34
The Now Function 35
Formatting the Date 36
Formatting for Currency 36
Increasing or Decreasing the Number of Zeros
Behind the Decimal 37
Paste Special 39
The
Paste Special Operators 39
Paste Special/Transpose 39
Sorting Data 42
Summarizing
the Chapter 43
CHAPTER FOUR
Creating Detail Sheets 44
Extending Item Costs 44
VLOOKUP
45
Data Validation 51
CHAPTER FIVE
Linking 55
The IF
Function 56
Viewing the Formulas in Cells 57
Linking
58
Method One 59
Method Two 59
Hyperlink
60
CHAPTER SIX
More on Formulas and Functions 66
Estimating
Concrete 67
Factoring Waste 68
Rounding Numbers 69
VLOOKUP Revisited 70
Using the Match Function 72
List Validation 74
Calculating
Rebar for Footings and Foundations 76
Custom Formatting 77
Estimating
Permit Fees 78
Protecting Cells from Accidental Erasure 81
Working with Variables 81
Connection
and Impact Fees 82
Adding Comments to Cells 84
Roofing
85
Starter Strip 88
Roofing Labor 89
Sub-Bid Methods 90
What-if Scenarios 91
CHAPTER SEVEN
Loan Interest and Builder's Margin 92
Construction
Loan Interest 92
Origination Fees 93
Construction Loan Interest 93
Builder's
Margin: Profit and Company Overhead 96
Circular References 98
CHAPTER EIGHT
Automating Spreadsheets with Macros 101
Creating a
Macro 102
Running Macros 104
The Shortcut Method of Running Macros 106
Creating Macro Buttons 106
Editing Macro Buttons 107
Creating Your Own Macro Buttons 107
Creating Custom Toolbar Icons 109
Changing Icon Images 111
Creating Custom Menu Items 113
Editing
Macros in Visual Basic for Applications 115
Visual
Basic for Application 117
Looking Ahead 117
CHAPTER
NINE
Integration: Using Excel with
Other Programs 118
Other
Applications 118
Exporting
Data 120
Copying Text and Objects 122
Object
Linking and Embedding 123
Understanding Embedded Objects 124
Understanding Linked Objects 126
Conclusion
131
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