Ah, you thought I will let you go to the next decade without a “year in review” post? No so fast my friend, not so fast.
[This post is a bit long by our standards, but full of gooey excel goodness. So get a cup of coffee or choco and get going]
January 2009
The year 2009 has been pivotal in PHD’s life. It all started with a friendly email from Microsoft on Jan 1st telling me that PHD become an MVP. I felt wonderful knowing that. Even though the award meant little in terms of benefits, it is a great tribute to our little community and the passion we share here.
Later in the first week we wrote a post on how to make combination charts in excel. The discussion on combo charts continued throughout the year, so much that when I posted a holiday greeting card at the end of the year, Santhosh, one of our regulars said that they card looked like a combo chart.
Most importantly we have crossed the milestone of 2000 RSS subscribers in the Jan 2009. To celebrate that I posted one hundred excel tips. That was fun (plus Jo hated me for sitting in front of computer that long).
February
February is fun. I started off the month with an excel twitter client. Which became a wild hit on internet (ok, not so wild, but few of the other blogs in excel community did mention it. Also, JP, the rockstar VBA blogger at codeforoutlookandexcel made an add-in out of it)
Later in the month I got too excited to discover that you can use excel data filters to make a dynamic chart. By far the cheapest and easiest way to make a dynamic chart. We continued the discussion on dynamic charts for the rest of the year and posted several ways to make them.
March
I celebrated the one year anniversary of “conditional formatting rockstar” post by writing 5 more posts on excel conditional formatting. The series started with conditional formatting basics and went on to talk about how you can solve 4 most common problems using excel CF.
We also started writing about excel array formulas and continued that discussion off and on. Array formulas area fun and easy to write (once you have the basics right).
April
This has been a dull month what with my transfer from India to Sweden and sudden lack of internet connectivity. Despite all that we wrapped our first visualization contest on budget vs actual charts and posted some really excellent charting alternatives to the familiar problem.
PHD is also featured on Lifehacker for the Excel Formulas Errors – How to handle them? post.
May
We have proposed “Tweetboards” as an alternative to traditional dashboards and generated good bit of discussion in May. Later several readers emailed me their tweetboard implementations. Slowly tweetboards are spreading in the wild 😉
We also rounded up all the Excel 2007 Productivity Tips.
June
I have stared the Project Management using Excel series in this month with Project Management Gantt Charts. The 6+1 posts soon became legendary and helped me launch the project management templates. In total these posts had more than 200 comments, 150k page views in a short time.
June also was the best month PHD’s history as the blog got featured again on Lifehacker and Delicious home pages for the Excel Mouse Tricks post. Later that month we have rounded up all the techniques you can use to convert excel files to pdfs.
July
We focused on charting more and had the 14 skills you must have for making better charts. I have also written about the all too familiar sumif with multiple criteria problem and some formula solutions for it.
Later that month my post on Using Excel Goal Seek and Finding how much you need for retirement got mentioned in Lifehacker and fetched me a ton of new visitors.
August
Thanks to Aaron, who guest posted about excel waterfall charts in August. In august, I have turned my attention towards the pivot tables and wrote Excel Pivot Tables Tutorial. I have been playing with pivots off and on for a while and this post was my first serious attempt to explore the features. Later I wrote more about them and I am planning to explore pivot tables further in 2010.
In august, we have also crossed the 5000 RSS subscriber mark and celebrated it with a huge contest. Later that month I have wrapped up all the contest entries in the Excel Formulas – 29 tips post.
September
I have started the month with a discussion on Pareto Charts and how to make them in excel. Later that month I wrote about Excel Data Tables features. Both of these posts attracted a lot of discussion and helped me learn valuable new tricks in excel.
Later that month, on September 24th, I became a dad. My life has been the most wonderful and beautiful ever since.
October
In October we wrapped up the project management series with a Project Status Dashboards using Excel. Later that month I have launched the project management templates for excel product. I met several new customers and started to believe that I can make a living out of this blog.
November
In November, we started our most ambitious visualization challenge ever with the Zoho Sales Data Visualization challenge. We now have more than 30 excellent entries and I am waiting for Jan4th when we announce the voting for winner.
Also I have posted about the sumproduct formula and reviewed excel 2010.
December
We started the month with a discussion on using drawing shapes along with charts to make better dashboards. Later in the month I have written about making a quick thermo-meter chart and posted alternatives to compare targets using charts.
Finally I have released the free 2010 calendar excel for you to download and print copies.
To wrap up,
I liked this year thoroughly. Personally it has been nothing short of an exciting ride. We became parents, Jo got promoted, we purchased small piece of land (where we are going to build our dream house) and things couldn’t be better.
Blogwise, the year is equally exciting. I am extremely thankful to all of you for being there for me and encouraging me to learn and share. I met several new people thru this medium and made new friends.
I hope the year had been a memorable experience for you as well.
I sincerely wish you a prosperous new year 2010. Thank you.
PS: Those of you who visited the site yesterday must have seen the nagging “Database error”. I am sorry, but there was a problem when I moved the blog to a different server and the DB went down for almost 24 hours. Now it is up and running smoothly. Let me know if you see something funny.
14 Responses to “How to Add your Macros to QAT or Excel toolbars?”
We have only just got excel 2007 so this is helping me navigate my way through the differences cheers.
For Macro's i always add a Command Button, rename it something obvious, change the colour of it and finally add the following to its View Code section.
Application.Run "MAcro1"
This way anyone opening the file knows what to do if i ever win the lottery and dont make it in 🙂
Hi,
Good article. But I have this problem.
1) Customized QAT with a macro. Macro name = MacroX
2) Runs OK from original location (e.g. C:\TestLoaction1\TestFile.xls)
3) Copy past file to new location (e.g. C:\TestLoaction2\TestFile.xls)
Menu button now fails:
Cannot run the macro "C:\TestLoaction1\TestFile.xls'!MacroX' The macro may not be available in this workbook...
Of course the code is there, and macros are enabled.
Could get it to work after deleting and recreating macro custom buttons. So have to re-assign macro to QAT button every time I move the file?
If I put a form button on he worksheet and assign the macro to that, it's location independent.
Any ideas?
Thanks
@Ron
What you have said is correct
Macros within a worksheet are stored within the worksheet and hence follow it.
Macros referenced by a button in the QAT or elsewhere are locaed in a file and if that file is moved the linkages don't follow.
The easiest way around this is to store all your macros in a location that doesn't move and is in fact reloaded everytime that Excel starts and that is called the Personal.xlsx/b file.
These are refered to several time at Chandoo.org or have a read of
http://www.rondebruin.nl/personal.htm
or
http://office.microsoft.com/en-us/excel-help/deploy-your-excel-macros-from-a-central-file-HA001087296.aspx
In Excel 2003 and prior versions, a button added to the Toolbar maintained a DYNAMIC link to the file (e.g. Personal.xlsb) holding the assigned macro, such that if the file was relocated for any reason (by using Excel's native Save As command rather than just moving it via Windows Explorer), the link between the button and the file was updated.
I expected the same to occur with Excel 2007+, but alas, Microsoft in their infinite wisdom have removed another feature useful to advanced users (just as they did by removing the ability to design your own buttons)!!
So having just done some reorganisation of my files, I now have to remove and recreate every friggin macro button on my QAT (I have lots) - what a pain in the proverbial!!
Hi Hui,
Thanks for the help, that's really useful.
1) The macros I'm adding are for one specific Excel application, so I really wanted the macros to follow the file
2) I didn't want to have to pass other files around too and have users installing those - either Personal.xlsx/b or as an Add-In.
3) I realise now that the QAT additions will appear for other Excel workbooks in which I don't want the macros available.
So, it looks like I need to keep it local, by using a button on the worksheet. Unless you can suggest any way of adding to menus just for a specific workbook.
Thanks again for your help. Great site, so I'll be signing up for the emails.
Ron
I know I'm a little late jumping on this post, but wondering if anyone knows how to add a UDF to the QAT? I've saved my UDF in my personal workbook, but it does not show up in my list when I choose Macros when customizing my QAT. Suggestions? Thanks!!
@Cheryl: UDFs cannot be accessed like Macros. You can use them from other macros or from worksheet cells as formulas...
@David: If you save your macros file and then install it as an add-in then it will be always available for you.
The instructions work great when you are creating a new file, and it is still open. I find that I can't access macros after I've saved a file as an xlam and closed it. When I reopen the xlam, either by browsing to it, or by having it set to open as an addin using Excel Options, the macros are no longer available in the macros list when I go to edit the QAT. Any way around that?
[...] Add this macro as a button to Quick Access Toolbar [...]
I need to create a button that will run a macro. Once you click the button it needs to open up a browser asking you to select a report/file. Once you select the file, it will run the macro on the selected file and then save it as a new report with a name and the current date. I created the macro to sort/modify the report but I do not know how to do what I mentioned above. I hope this makes sense.
I'm having trouble adding a macro to the QAT. I've done everything up to step 5 but my macro isn't showing up. What am I doing wrong?
[...] Add Macros to Quick Access Toolbar (works in Excel 2003 & above) [...]
Hi,
Thank you for the explanation. Very useful for a recent switcher from office 2003 to office 2010.
My follow-up question is: in Excel (or ppt) 2010, can you customize the macro button that you put in the QAT?
In office 2003, once you chose the custom button for your Macro, you could then edit pixel by pixel the said button.
For instance, I've created 2 Macros in PPT that are converting all my slides to either English or French language, so I'd like one button to show EN and the other FR... that would be more meaningful that any of the possible "custom" office 2010 buttons
I read all the post and one important aspect to the QAT was never mentioned. That is, you have a macro driven worksheet that you want to share with other. You have customized the QAT with two icons to run the macros (VBA programs in reality). However, when the others receive the workbook, the icons are no where to be found. It's my understanding those "customized buttons" have been saved to an outside file, Excel.qat. QUESTION: Could one simply attach that file to your email, along with the worksheet, and tell the recipients to copy that file to correct location on their computer - C:\Users\\AppData\Local\Microsoft\Office|\
Would the customize macro buttons then appear in the worksheet and, more importantly, work? Thanks for your thoughtfulness and thanks for well written instructions Chandoo!
MortW