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Excel 2003 Essential Training

Macro menus


From:

Excel 2003 Essential Training

with Mark Swift

Video: Macro menus

useful and one that we considered to be less useful. Here in this workbook I've recreated the more useful version of that macro and now let's look at assigning that macro to your menus, toolbars and your own custom menus. It's a lot easier than you'd think. Earlier, we assigned shortcut keys to our macros, so they're already at our disposal without having to go through the Macro menu. We could simply insert a row, type in a title, highlight some space here, and that second macro we put the Control+T shortcut, so let's do that, and viola, our macro takes effect. Now I'm going to delete that information so that we can do it again. Let's insert a row and put in QUARTERLY SALES as our title. Only this time we're going up to the Tools > Customize menu and as long as this menu is open, we have all kinds of options. Let's go to the Commands and we'll scroll down through our categories, you'll notice that these commands match very closely the menu bar that you see up in the main body of the application. Well if we go all the way down, you'll see we have Macros, and more importantly, New Menu. Let's drag a New Menu item up to our menubar. Now, as long as you have the Customize dialog open, you can modify your new menu and you can modify your new menu items. So if we right-click on New menu, we have our menu name, which we're going to change to My Macros, and we'll go to Macros and we'll create a Custom Button which we'll drag in and drop in our new menu, and again the Customize dialog is open so I can right -click and change the name. Notice the ampersand sign. You're going to want to leave that alone. I'm going to change this to Title Format, and we have some other options here. You can change the image. You can change the image to something fun or useful. In this case, I don't really see an image that's going to be very effective for my title format, so I'm going back in to Edit Button Image and it brings up a small editor. I can clear the image that I'm starting with, and taking a colored brush, go in and paint myself an entirely new image. This is working on a pixel level, so everything you're drawing is very, very tiny, and you don't have that many cells to work with. This is a preview of what that is going to look like and I think the giant T will cover me, so I'll say OK. At least it's somewhat meaningful and when I close, that menu becomes active. I can select a range, go up to My Macros and choose Title Format, and now the first time I run this command, because I didn't specify it earlier, it's going to ask me which macro I want to assign to this button, and then in the future, it's going to refer back to that macro repeatedly. That's fine for macros recorded within a spreadsheet. Let's take a look at recording macros more globally so that you can use them with any worksheet that you open.
Expand all | Collapse all
  1. 16s
    1. Welcome
      16s
  2. 22m 44s
    1. Spreadsheet uses
      1m 59s
    2. Toolbars and menus
      8m 53s
    3. Moving around
      8m 1s
    4. Getting help
      3m 51s
  3. 18m 43s
    1. Opening new workbooks
      5m 13s
    2. Entering data
      6m 12s
    3. Commenting and saving
      7m 18s
  4. 17m 31s
    1. Opening worksheets
      1m 55s
    2. Add and delete worksheets
      2m 23s
    3. Insert and delete cells
      3m 46s
    4. Worksheet data
      9m 27s
  5. 36m 0s
    1. Width and height
      6m 7s
    2. Numeric formats
      6m 1s
    3. Alignment of data
      3m 43s
    4. Naming cells and ranges
      5m 48s
    5. Naming constants
      1m 52s
    6. Creating lists
      5m 48s
    7. Autofilter
      4m 13s
    8. Designated lists
      2m 28s
  6. 11m 19s
    1. Print options
      5m 51s
    2. Printing and hiding data
      1m 58s
    3. Headers and footers
      3m 30s
  7. 21m 52s
    1. Creating formulas
      6m 30s
    2. Relative and absolute
      6m 1s
    3. External references
      6m 0s
    4. Named constants
      3m 21s
  8. 7m 47s
    1. Functions
      7m 47s
  9. 19m 6s
    1. Fonts and merging
      3m 52s
    2. Rotate and indent
      1m 47s
    3. Borders
      2m 41s
    4. Shading and format painter
      2m 30s
    5. Rename and color worksheet tabs
      1m 52s
    6. Working with pictures
      6m 24s
  10. 11m 31s
    1. Templates
      3m 45s
    2. Styles
      3m 55s
    3. Autoformat
      55s
    4. Smart documents
      2m 56s
  11. 13m 15s
    1. Chart terminology
      2m 23s
    2. Chart wizard
      5m 10s
    3. Formatting charts
      3m 22s
    4. Inserting images
      1m 42s
    5. Printing charts
      38s
  12. 5m 1s
    1. File search
      1m 51s
    2. Find and replace
      3m 10s
  13. 8m 19s
    1. Import from Word
      1m 17s
    2. Delimited data
      2m 53s
    3. Import from the web
      1m 49s
    4. Exporting data
      2m 20s
  14. 7m 54s
    1. Consolidation
      5m 12s
    2. 3D formulas
      2m 42s
  15. 5m 33s
    1. Multiple panes
      1m 12s
    2. More screen options
      4m 21s
  16. 13m 37s
    1. If
      2m 22s
    2. Time
      4m 16s
    3. Date and time
      2m 14s
    4. Lookup
      4m 45s
  17. 6m 55s
    1. Compare text
      3m 27s
    2. Concatenation
      1m 47s
    3. Special characters
      1m 41s
  18. 6m 10s
    1. Pivot tables
      6m 10s
  19. 16m 0s
    1. Recording a macro
      8m 43s
    2. Macro menus
      3m 45s
    3. Global macros
      3m 32s
  20. 11s
    1. Goodbye
      11s

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Excel 2003 Essential Training
4h 9m Beginner Mar 18, 2004

Viewers: in countries Watching now:

Excel 2003 Essential Training with Mark Swift is a movie-based workshop for users who are new to working with spreadsheets, or those wanting to improve their skills. This workshop begins with a basic overview of the application and quickly advances to cover useful formulas, functions, techniques for enhancing spreadsheets, charts, and much more. Exercise files accompany the training, allowing you to follow along and learn at your own pace.

Subjects:
Business Spreadsheets
Software:
Excel
Author:
Mark Swift

Macro menus

useful and one that we considered to be less useful. Here in this workbook I've recreated the more useful version of that macro and now let's look at assigning that macro to your menus, toolbars and your own custom menus. It's a lot easier than you'd think. Earlier, we assigned shortcut keys to our macros, so they're already at our disposal without having to go through the Macro menu. We could simply insert a row, type in a title, highlight some space here, and that second macro we put the Control+T shortcut, so let's do that, and viola, our macro takes effect. Now I'm going to delete that information so that we can do it again. Let's insert a row and put in QUARTERLY SALES as our title. Only this time we're going up to the Tools > Customize menu and as long as this menu is open, we have all kinds of options. Let's go to the Commands and we'll scroll down through our categories, you'll notice that these commands match very closely the menu bar that you see up in the main body of the application. Well if we go all the way down, you'll see we have Macros, and more importantly, New Menu. Let's drag a New Menu item up to our menubar. Now, as long as you have the Customize dialog open, you can modify your new menu and you can modify your new menu items. So if we right-click on New menu, we have our menu name, which we're going to change to My Macros, and we'll go to Macros and we'll create a Custom Button which we'll drag in and drop in our new menu, and again the Customize dialog is open so I can right -click and change the name. Notice the ampersand sign. You're going to want to leave that alone. I'm going to change this to Title Format, and we have some other options here. You can change the image. You can change the image to something fun or useful. In this case, I don't really see an image that's going to be very effective for my title format, so I'm going back in to Edit Button Image and it brings up a small editor. I can clear the image that I'm starting with, and taking a colored brush, go in and paint myself an entirely new image. This is working on a pixel level, so everything you're drawing is very, very tiny, and you don't have that many cells to work with. This is a preview of what that is going to look like and I think the giant T will cover me, so I'll say OK. At least it's somewhat meaningful and when I close, that menu becomes active. I can select a range, go up to My Macros and choose Title Format, and now the first time I run this command, because I didn't specify it earlier, it's going to ask me which macro I want to assign to this button, and then in the future, it's going to refer back to that macro repeatedly. That's fine for macros recorded within a spreadsheet. Let's take a look at recording macros more globally so that you can use them with any worksheet that you open.

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