Posts Tagged ‘excel’

Tips for Topic Notes

Tuesday, June 4th, 2013

I have just preparing a quote for an on-line training client. The quote is a MindManager map which is exported to Word. The process reminded me of few tips I could give you about using Topic Notes.

Topic Notes Menu Bar

  1. Use the Next and Previous notes buttons to check out the next paragraph or chapter of document.
  2. Table tool is good for getting control over column width and placing images with text wrapping around it.  These tables export to Word and the Web.
  3. When you add an image notice notice the Insert option at the bottom left of the file explorer view. Click it and you get the choice to Insert and Link. This means whenever you open, refresh or export a map the latest version of the image will be used.  You can save snapshots of a spreadsheet or project plan when you update it.  Then the image will be updated in the map.
  4. The Format Painter was added a couple of versions ago.
  5. These are tools for Tablet PC users.  You can sketch in the ink section of the Topic Note and convert it to an image in the “text” note.  Or write in ink and convert to text.

Do you have any tips for using Topic Notes?

Using the new Mindjet for Windows – AutoCalc Function

Monday, October 8th, 2012

Mindjet 11 for Windows now includes an AutoCalc function. This allows you to perform a few statistical rather than mathematical operations on the topic properties of subtopics and display the results in the topic properties of the parent topic (easier to see below!). You can display the sum, average, count, maximum and minimum values.

You cannot perform arithmetic functions e.g. price x quantity or price + tax or price – discount. Use the Mindjet Spreadsheet or Insert Excel Range to display these type of calculations.

The basics are:

  • Create a parent topic and the subtopics the calculation is to be based on.
  • Apply AutoCalc to the parent topic, create the value and calculation type.
  • Edit the subtopic properties to add values and see the result.
  • Add more properties and edit value names if required.

The map below expands graphically on the above:

Using Mindjet's AutoCalc Function
"Download Download Using Mindjet's AutoCalc map

Excel Spreadsheets and Ranges in MindManager Web Exports

Friday, July 24th, 2009

Yesterday I was training a client team. They had already been using MindManager to create a series of internal web sites for sharing information within their multi-national group, suppliers and clients, They had created a new web export template to suit their purpose and produced some elegant web pages linked to different sources of information. One area in where they reached the “It’s not doing what I really want” limit was the handling of spreadsheet information. Here are some suggestions that arose from that discussion, many of which I have tried previously and some which may be relevant to other file types e.g. Word and PowerPoint.


The Standard Link

Add a hyperlink to the spreadsheet file in the topic or in the topic text. There are more options in a topic link e.g. adding an argument which opens a specific worksheet in the spreadsheet. The standard link to a file will take a copy of the spreadsheet and place it in the Linked Documents folder of the web export. You can create a web link to a networked version of the spreadsheet with read only rights. Thus web site users will see the current data.

Advantages:

  • Easy to do
  • The original is not accessed by the user. They can do what ifs on the spreadsheet.

Disadvantages:

  • Excel has to be loaded and the file opened which takes time.

The Excel Range

In MindManager 7 and 8 you can add an Excel range to a topic. This works well when viewing the map in MindManager. The data is refreshed every time the map is opened and can be refreshed with F5 at any time. Data can be placed in relationship to other information on the map e.g. sales data next to a list of outstanding invoices.

Advantages:

  • Works if you are using a clickable image export. You see a snapshot of the spreadsheet ranges in the map.

Disadvantage:

  • In other web export you see nothing except for a Data Container marker i.e. the spreadsheet was here but MindManager does not handle it in this export :( !


The Cut and Paste

You can cut and paste a spreadsheet range in to the topic notes. This creates a table.

Advantages:

  • Easy to do.
  • Information appears when the web page is loaded.

Disadvantages:

  • Formatting is not the same and in my experience cell heights get larger. For ranges more than 4 x10 cells the post paste editing required to tidy up makes this unacceptable.


The Excel Web Export

Use the Excel “Save as Web Page” option. There are several options when doing this but the principles are that you either create web page which is a static snapshot of a range or whole spreadsheet or a more interactive web page which permits e.g. changing data and data sorting. Use a hyperlink in the map to point at this HTML file

Advantages:

  • The data owner can republish the Excel web page after each update or save (an automated option in the publication process) of the spreadsheet.
  • The formatting of your spreadsheet is reproduced
  • The web page loads quickly
  • The publisher can create several views of the spreadsheet for different users and save them as individual pages e.g. for an improvement process monitor: Completed actions, over due actions, department X actions

Disadvantages:

  • The Excel web page is external to the MindManager web export i.e. the content does not appear inside the export page template. I suggest you use the open in new web page option in the Hyperlink. Workaround: You could post export paste the Excel HTML into a “blank” web page created during the export but I really wish Mindjet which allow HTML snippets to be added to topic notes!

Do you have any better strategies?

MindManager Add Ins and other related software

Tuesday, June 9th, 2009

This is work in progress. I am compiling a map of the MindManager add ins and related software. There are many more to be added to the map but I thought there were enough now to share with you.

Click the map to see the full size clickable image map.

Please add your suggestions by commenting on this post.

MindManager Year Planner for 2009 created with Excel

Saturday, January 10th, 2009

I normally post something to help MindManager Users plan for the new year. I struggled to find something and then I thought about getting the whole year on a map!

It was a challenge but on the way I discovered a useful way of cutting and pasting from Excel. If you structure your spreadsheet like this you can create the dates quickly in Excel and then paste to MindManager.

The first column becomes the main topic. Offset the content of the next column by one row and it becomes a subtopic. The third column creates seven sub-subtopics.

The good thing about Excel is you can quickly create these groups by starting a series e.g. 1, 2 and then dragging it down to fill to 7.

The third column was formed by combining columns 4 and 5.

I then pasted the first three columns on to the map. Hey presto the year appeared.

The organigram format created a compact map to the second level. Increase the level of detail to see the days in a week, month or year.

Download the MindManager map and the Excel 2007 spreadsheet.

It would be interesting to hear if anyone finds these of use.