Excel - Assign a button to a macro Tutorial

In this video, you will learn how to assign a button to a macro in Excel.
The video demonstrates how to create a custom group on the ribbon and add the macro to it.
It also shows how to add the same macro to the Quick Access Toolbar.
This knowledge will help you efficiently implement macros in Excel and enhance your productivity.

2:49
4049 views

Available in Microsoft365

Objectifs :

This video aims to guide users on how to connect a macro to a button in Excel and make it accessible from both the Ribbon and the Quick Access Toolbar. It provides step-by-step instructions for customizing the Ribbon and adding macros effectively.

Chapitres :

Introduction to Macros in Excel
In this final video, we will learn how to hook a macro up with a button in Excel. This process will allow us to make the macro available in two locations: a custom group on the Ribbon and the Quick Access Toolbar.
Creating a Custom Ribbon Group
To start, we will create a custom group on the Ribbon. Follow these steps: - Click on 'Options' and select 'Customize Ribbon'. - Ensure that the 'Developer' option is checked. - Click on 'New Group' to create a new group. - Rename this new group to 'My Macros'. This custom group will house our macro for easy access.
Adding the Macro to the Custom Group
Next, we will add the macro to our newly created group: - In the customization options, choose 'Commands from Macros'. - Select the 'FillDaysRelativeR' macro stored in your personal workbook. - Click 'Add' to include it in the group. - To rename the macro, click 'Rename' and change it to 'Fill Days'. - You can include spaces in display names for clarity. - Replace the default icon with a more recognizable calendar icon. - Click 'OK' to finalize the changes. Now, the macro button is ready to use, and clicking it will execute the macro.
Adding the Macro to the Quick Access Toolbar
To make the macro even more accessible, we will add it to the Quick Access Toolbar: - Click on 'File' and then 'Options'. - Select 'Quick Access Toolbar'. - Again, choose 'Commands from Macros' and find your personal workbook. - Click 'Add' to include the macro in the toolbar. - Rename it by clicking 'Modify' and set it to 'Fill Days'. - Choose the same grid icon for consistency. - Click 'OK' to save the changes. The macro is now available on the Quick Access Toolbar, and clicking it will execute the macro seamlessly.
Conclusion
In this video, we have successfully learned how to implement macros in Excel by connecting them to buttons on both the Ribbon and the Quick Access Toolbar. This enhances productivity and provides quick access to frequently used macros. Remember, there is always more to learn about macros and their capabilities in Excel.

FAQ :

What is a macro in Excel?

A macro in Excel is a sequence of instructions that automate repetitive tasks, allowing users to perform actions quickly and efficiently without manual input.

How do I add a macro to the ribbon in Excel?

To add a macro to the ribbon in Excel, go to the Developer tab, click on 'Customize Ribbon', create a new group, and add your macro from the list of commands.

What is the purpose of the Quick Access Toolbar?

The Quick Access Toolbar provides a convenient way to access frequently used commands in Excel, allowing users to customize it according to their preferences.

Can I rename a macro button in Excel?

Yes, you can rename a macro button in Excel by selecting the button, clicking 'Rename', and entering your desired name.

How do I change the icon of a macro button?

To change the icon of a macro button, select the button, click 'Modify', and choose a new icon from the available options.

Where are macros stored in Excel?

Macros are typically stored in the Personal Workbook, which allows them to be accessible across all Excel workbooks.

Quelques cas d'usages :

Automating Data Entry

Using macros to automate repetitive data entry tasks in Excel can significantly reduce time spent on manual input, improving overall efficiency in data management.

Creating Custom Reports

Macros can be utilized to generate custom reports by automating the process of data aggregation and formatting, allowing users to quickly produce professional-looking documents.

Streamlining Data Analysis

By implementing macros, analysts can automate complex calculations and data manipulations, leading to faster insights and more accurate results.

Enhancing Workflow Efficiency

Incorporating macros into daily workflows can help teams streamline processes, reduce errors, and ensure consistency in task execution across various projects.

Customizing User Interfaces

Macros can be used to customize the Excel interface by adding buttons to the ribbon or Quick Access Toolbar, making frequently used functions easily accessible for users.

Glossaire :

Macro

A macro is a set of instructions that automate tasks in software applications, such as Excel. It allows users to perform repetitive tasks quickly and efficiently.

Ribbon

The ribbon is a user interface element in Microsoft Office applications that contains tabs, groups, and commands for easy access to various features and tools.

Quick Access Toolbar

The Quick Access Toolbar is a customizable toolbar in Microsoft Office applications that provides quick access to frequently used commands.

Developer Tab

The Developer Tab is a section in the Microsoft Office ribbon that provides access to advanced features, including macro creation and management.

Personal Workbook

The Personal Workbook is a hidden workbook in Excel that allows users to store macros and make them available across all Excel workbooks.

Icon

An icon is a graphical representation of a command or function in software applications, used to make it easier for users to identify and access features.

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and make it available in two places:

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in a custom group, on the ribbon,

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that I will create on the Developer tab, that I'll call My Macros,

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and up here, on the Quick Access Toolbar.

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First of all, I'll create a custom group for the developer tab:

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I click the File tab;

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Options; Customize ribbon;

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and then I make sure Developer is checked.

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I click New Group, and here's our new group!

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I click Rename, and call it My Macros.

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Now let's find the macro and add it to this custom group:

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I go over here, and choose Commands from macros;

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I select the FillDaysRelativeR macro, that's stored in

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my personal workbook, and click Add.

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Here it is! It's now in the group, and I want to rename it.

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I click Rename, and call this Fill Days.

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You can have spaces in display names.

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While I'm at it, I'll replace its rather cryptic icon

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with this icon that looks a little bit like a calendar.

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I click OK; click OK again; and here's my macro button

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in my custom My macro group.

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I click it, and it works!

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Now I'll show you how to add the same macro to

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the Quick Access Toolbar, so it'll be up here next to Redo.

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Click File;

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Options,

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and this time click Quick Access Toolbar.

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Again, I choose Commands for macros,

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and here's the macro in my personal workbook;

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click Add;

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to rename it, click Modify; call it Fill Days,

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and choose the same grid icon.

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I click OK, and click OK again.

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Now here it is up on the Quick Access Toolbar!

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I click it, and of course it works great again.

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Now you've got a pretty good idea about how to implement macros in Excel.

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Of course, there's always more to learn.

Mandarine AI: WHAT YOU SHOULD KNOW

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