Estimating With Excel For The Small Contractor YouTube

 
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Old 02-11-2013, 03:04 PM   #41
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Re: Estimating With Excel For The Small Contractor YouTube


Wow, that video series is very well done. Thank You!
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Old 02-11-2013, 07:06 PM   #42
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Re: Estimating With Excel For The Small Contractor YouTube


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Wow, that video series is very well done. Thank You!
Thank you,I'm glad you liked it.

Rich
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Old 02-15-2013, 07:24 PM   #43
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Re: Estimating With Excel For The Small Contractor YouTube


Thank you so much for those videos. You are fantastic.
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Old 02-15-2013, 09:48 PM   #44
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Re: Estimating With Excel For The Small Contractor YouTube


hdung

I am glad that you are learning something from the videos.

My early experiences with the computer felt like this.

Rich

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Old 02-17-2013, 12:00 PM   #45
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Re: Estimating With Excel For The Small Contractor YouTube


great new vids Richard
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Old 02-17-2013, 03:32 PM   #46
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Re: Estimating With Excel For The Small Contractor YouTube


thanks a bunch for the videos. I decided to try it on my 2011 mac version and 20 hrs later I have something I think I can start using.

we have been trying an online program called jetstream but I think we can be faster creating our own workbook. Plus I can save a bunch of money each year.

you mentioned that you learned on your own via videos and blogs etc.

what is your top resources for getting help? if others could chime in here that would be great too.

I think the hardest part is knowing what the terminology is to look up.

as an example...I want my subtotal column only to show up if there is data in the cost column it gets its info from. this will prevent printing $ - when there is no data to give. Make sense?

About your system. On your estimate letter you have the totals auto fill. Do you then have to type the "description of work" or is it possible to have that auto fill from you EWS?
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Old 02-17-2013, 07:57 PM   #47
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Re: Estimating With Excel For The Small Contractor YouTube


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Originally Posted by MHROHIO View Post
thanks a bunch for the videos. I decided to try it on my 2011 mac version and 20 hrs later I have something I think I can start using.

we have been trying an online program called jetstream but I think we can be faster creating our own workbook. Plus I can save a bunch of money each year.

you mentioned that you learned on your own via videos and blogs etc.

what is your top resources for getting help? if others could chime in here that would be great too.

I think the hardest part is knowing what the terminology is to look up.

as an example...I want my subtotal column only to show up if there is data in the cost column it gets its info from. this will prevent printing $ - when there is no data to give. Make sense?

About your system. On your estimate letter you have the totals auto fill. Do you then have to type the "description of work" or is it possible to have that auto fill from you EWS?
what is your top resources for getting help?

I use ExcelisFun, it is a college course taught completely on YouTube. There over a 1000 videos on Excel.
I did the video series because so many of the videos I see are learning a feature or a tool in Excel. Like how to write a formula. I did not find anything where the video taught you how to build a complete workbook that had application to the way I run my business.

I also just Google my problem. I have found other YouTubes that explain a situation better than ExcelisFun. I have found the Excel for Dummies (with a Google search are usually very helpful.

as an example...I want my subtotal column only to show up if there is data in the cost column it gets its info from. this will prevent printing $ - when there is no data to give. Make sense?

This sounds like a time to use the IF function. I don't understand it and haven't used it yet. Here is a video If Examples part 2. I couldn't find part 1. That is a problem with Excelisfun. I think it is poorly organized and so many of the examples are taught in the abstract.

I did my videos with simple formulas in context. (Hopefully)

About your system. On your estimate letter you have the totals auto fill. Do you then have to type the "description of work" or is it possible to have that auto fill from you EWS?

You can put anything you want in the Estimate letter from the EWS.

I went to the Estimate letter, in cell A16 I pressed = and then went to EWS and highlighted the appropriate cell in this case F15.



Here is a picture of the EWS.



Then fill down.



I usually don't do that. My EWS is where I write out all the steps of the process and assign a hour value to that job. Attach sill plate, lay joists, install blocking, insulate band joist, install rim joists, install plywood. In the Estimate letter you may just want to say Build Subfloor with Engineered Truss System.

As with all these videos. This is how I work and how my brain understands how to do a estimate. Your business is different and you may price a subfloor by the SF. Or kitchen countertop in your case.

Rich
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Old 02-17-2013, 08:30 PM   #48
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Re: Estimating With Excel For The Small Contractor YouTube


Thanks for the answers.
We must have similar brains. I detail it out and then simplify it for the client, well most of them.
A good portion of my work now requires several pages, I still think this system will work well.
This week I hope to build my version of the cost tracking.
This has been real helpful to me and I already know some others that I will be sharing this with.
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Old 02-17-2013, 08:37 PM   #49
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Re: Estimating With Excel For The Small Contractor YouTube


You are welcome.
Maybe you will share it with me when you are done.
I want to learn from others too. Sometimes someone sees thing with a totally different paradigm. Suddenly it is like "Why didn't I ever see that, it was right under my nose."

Rich
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Old 02-17-2013, 08:37 PM   #50
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Re: Estimating With Excel For The Small Contractor YouTube


Quote:
Originally Posted by r4r&r View Post
There are many differences in how these two behave. Some may not be that significant while others are very significant.

One is the type of separators used in formulas. Excel allows the use of either a comma (,) or a semicolon ( whereas Calc only allows a semicolon. You can find a list of the differences at this link...

http://wiki.openoffice.org/wiki/Docu...Calc_and_Excel
People still use OpenOffice? LibreOffice is OO but much more developed. The issue you posted is non-existent with LO.
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Old 02-17-2013, 08:49 PM   #51
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Re: Estimating With Excel For The Small Contractor YouTube


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Originally Posted by Needles View Post
People still use OpenOffice? LibreOffice is OO but much more developed. The issue you posted is non-existent with LO.
LibreOffice is OO

I have never heard of it.

Thanks Good to know.

Rich
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Old 02-17-2013, 08:50 PM   #52
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Re: Estimating With Excel For The Small Contractor YouTube


Rich,
I will certainly share it with you. I am sure I would benefit more from your input than you would learn.

by the way, you don't don't happen to know the faster way to select the area where we enter a cell name like material_markup? I have to keep using the mouse and its slow. I know there is a faster way as I watched a video about naming. the mouse did not move and yet they selected the area to type into. this could save a ton of time building as well as filling out a workbook for a new client.
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Old 02-17-2013, 09:03 PM   #53
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Re: Estimating With Excel For The Small Contractor YouTube


You can find all of the keyboard shortcuts here...

http://office.microsoft.com/en-us/ex...001111659.aspx
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Old 02-17-2013, 09:19 PM   #54
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Re: Estimating With Excel For The Small Contractor YouTube


Quote:
Originally Posted by MHROHIO View Post
Rich,
I will certainly share it with you. I am sure I would benefit more from your input than you would learn.

by the way, you don't don't happen to know the faster way to select the area where we enter a cell name like material_markup? I have to keep using the mouse and its slow. I know there is a faster way as I watched a video about naming. the mouse did not move and yet they selected the area to type into. this could save a ton of time building as well as filling out a workbook for a new client.
This is from Excel Forum

I use the standard Windows keys for this.

1) Cursor to a cell
2) Press Alt+I, N, D and the Name window is open
3) Type your name and press ENTER


Ctrl F3 will do the same thing, but I still have to click on New to get the dialog box I want. It's faster to just use the mouse.

Maybe I am doing something wrong here.

Last edited by cargin2; 02-18-2013 at 06:17 AM.
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Old 02-18-2013, 12:31 AM   #55
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Re: Estimating With Excel For The Small Contractor YouTube


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LibreOffice is OO

I have never heard of it.

Thanks Good to know.

Rich
OpenOffice was StarOffice by Sun Systems. Then Oracle bought Sun. Oracle pretty much slowed on developement of OO and then stopped. Apache now is in control of developement of OO. A few years back some developers of Oracle OO decided to fork developement and created Libre Office.
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Old 02-18-2013, 05:27 AM   #56
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Re: Estimating With Excel For The Small Contractor YouTube


Excelisfun IF function part 1
http://www.youtube.com/watch?v=RgJyIBEGwHA
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Old 02-19-2013, 03:35 PM   #57
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Re: Estimating With Excel For The Small Contractor YouTube


Quote:
Originally Posted by MHROHIO View Post
as an example...I want my subtotal column only to show up if there is data in the cost column it gets its info from. this will prevent printing $ - when there is no data to give. Make sense?
There are several ways to go about this you can find some of them here...

http://office.microsoft.com/en-us/ex...005199879.aspx
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Old 02-20-2013, 07:50 PM   #58
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Re: Estimating With Excel For The Small Contractor YouTube


Wow Rich, long time, no see. It's really great to see your still slugging away with your adventures in Excel! (for anyone who is interested Rich and I go back years ago to FHB's Breaktime forum, he is as authentic, sincere, hardworking and decent a guy as you will ever meet).

I ran across this topic of yours here quite by accident this morning and now I've watched parts of five of your videos today (and geez, ya got twelve of them for 3 hrs of viewing!) I've subscribed to your YouTube channel so if you keep posting videos I'll keep checking on checking in.

Really its great to see your diligence and determination to learn Excel and its perhaps ever better to see the example you're setting for wanting to share what you've learned with others.

Like I said I haven't watched everything yet (but I will over the next few days) and while I can see you're using Cell Names now I have to ask you have you gotten in to Cell Protection or is that coming up? I skipped around the series so I might have missed it.

Quote:
Originally Posted by cargin2 View Post
I don't use Word anymore. Everything is done in Excel.
I'm not sure I agree with that line of thinking. For all the power and tools in Excel its still hard to make a good looking document especially when you're dealing with text. Why link a good looking Word document to pull the data from your Excel workbook?

While I am (as you might remember I primarily work using FileMaker a database tool for Mac, Windows & iOS) but when I do have to work in the spreadsheet world for pro forma business planning, analysis, charting, and modeling I'll work in Excel but even then I'll open the finished Excel workbook in Apple's iWork Numbers to create a really good looking document. Numbers while okay for a lot of users just doesn't have the number crunching toolset that Excel has, not even close, but it does beat Excel when you want to put a nice dress on the pig.

Just as I can't imagine someone saying they estimate in Word I can't see why anyone would create correspondence, proposals, and contracts in Excel.

The best lesson learned in your video series in not necessarily "here's how to build an estimate worksheet" but "here is how l learned to use Excel." I often see people groveling around the internet forums looking for a "free" estimate (Excel) worksheets they can use but they never learn how to use Excel. While there are some pretty decent free workbook templates out there I can remember years ago in the JLC forums there was this one particular estimating workbook that was going around that was full of bad code and bad math and if a user didn't know anything about Excel they wouldn't have known it was worthless and using it would hurt them rather than help them.

Again it was great seeing this. Keep it up!
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Old 02-20-2013, 10:01 PM   #59
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Re: Estimating With Excel For The Small Contractor YouTube


Hi Jerrald

I haven't been hiding. I been at Breaktime Classic ever since BT crashed and burned. But I mostly stay in the photo threads posting pictures of old buildings and sky and scenery things.

Thanks for all the compliments. I have followed some of your comments over at JLC, but I can never seem to get permission to post over there with my current name, Cargin2. Cargin was my screen name at BT but then Delphi wanted a new name for BTC. I want to keep one name. Anyway JLC seems to be closed to me right now. That's okay.

I have had File Maker ( upon your recommendation) open several times with my finger over the free trial button and then I decided I don't have the time to commit to learn a new system. Like I have said several times, I am a slow learner. Pounding my head on the keyboard is a pretty good image of my computer skills. But I really think a Data Base is what I really need to develop the system I have in mind.

Why link a good looking Word document to pull the data from your Excel workbook? I don't know how to do that. I didn't even know you could do that.

now I have to ask you have you gotten in to Cell Protection or is that coming up?

No, I have not covered that in any of the videos yet. Still just building.

My Excel skills (and my math skills) are pretty limited. I just teach the basics in these videos. Add, subtract, multiply and divide. And some organization. I teach how to use roundup and that's about it. Because that's all I need to use.

I am just learning Data Validation and VLookup. Sometimes I go on a learning spurt and other times I just run the business, work in the field and try to stay ahead of it all.

DW wants to do some interior projects so that will limit my monitor time. Plus I just bought a new bridge camera and I need to go to YouTube and learn how to use it.

I did the videos because most handyman and small contractors only need the basics to run their business. I would go on the Excel forum and I didn't understand what they heck they were talking about. Most of the YouTube videos on Excel taught a concept in the abstract. I just thought I could help the guys who opened up Excel and then said "Now what do I do? I don't have a clue where to start. Screw this I'll just go back to my calculator and hand write my invoices."

I am thankful to all the people who share their knowledge through forums or through YouTubes. I just wanted to give back. I didn't expect it to become a stickey here at CT.

I just wanted to build a system where I had all the information about the job in one folder. It works well for the little jobs we do. Decks, roofs, windows and doors. We stay real busy doing the little jobs.

I often see people groveling around the internet forums looking for a "free" estimate (Excel) worksheets they can use but they never learn how to use Excel.

I have seen that too. When I have given my workbook to someone I suspect that it ends up unused somewhere or corrupted because they didn't understand how to use Excel. I know unprotected cells. But I am not selling anything.

Good to see you again.

Rich
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Old 02-26-2013, 11:36 PM   #60
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Re: Estimating With Excel For The Small Contractor YouTube


Thank you Rich for your tutorial videos!

I don't need to estimate jobs as of yet being that I am an employee... but I did get enough of an understanding of the functions to create a time card sheet (In OO Calc).

http://i1140.photobucket.com/albums/...ps5eb91900.jpg

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