Get Stock Quotes using Excel Macros [and a Crash Course in VBA]

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This is a guest post by Daniel Ferry of Excelhero.com.

Excel Stock Quotes - using VBA Macors to fetch live stock quotes from Yahoo Finance to ExcelHave you ever wanted to fetch live stock quotes from excel? In this post we will learn about how to get stock quotes for specified symbols using macros.

One method that has worked well for my clients can be implemented with just a few lines of VBA code. I call it the ActiveRange.

An ActiveRange is an area on a worksheet that you define by simply entering the range address in a configuration sheet. Once enabled, that range becomes live in the sense that if you add or change a stock symbol in the first column of the range, the range will automatically (and almost instantly) update. You can specify any of 84 information attributes to include as columns in the ActiveRange. This includes things such as Last Trade Price, EBITDA, Ask, Bid, P/E Ratio, etc. Whenever you add or change one of these attributes in the first row of the ActiveRange, the range will automatically update as well.

Sound interesting, useful?

In this post, you can learn how to use excel macros to fetch live stock quotes from Yahoo! Finance website. It is also going to be a crash course in VBA for the express purpose of learning how the ActiveRange method works so that you can use it yourself.

Download Excel Stock Quotes Macro:

Click here to download the excel stock quotes macro workbook. It will be much easier to follow this tutorial if you refer to the workbook.

Background – Understanding The Stock Quotes Problem:

The stock information for the ActiveRange will come from Yahoo Finance. A number of years ago, Yahoo created a useful interface to their stock data that allows anyone at anytime to enter a URL into a web browser and receive a CSV file containing current data on the stocks specified in the URL. That’s neat and simple.

But it gets a little more complicated when you get down to specifying which attributes you want to retrieve [information here]. Remember there are 84 discreet attributes available. Under the Yahoo system, each attribute has a short string Tag Code. All we need to do is to concatenate the string codes for each attribute we want and add the resulting string to the URL. We then need to figure out what to do with the CSV file that comes back.

Our VBA will take care of that and manage the ActiveRange. Excel includes the QueryTable as one of its core objects, and it is fully addressable from VBA. We will utilize it to retrieve the data we want and to write those data to the ActiveRange.

Before we start the coding we need to include two support sheets for the ActiveRange. The first is called “YF_Attribs”, and as the name implies is a list of the 84 attributes available on Yahoo Finance along with their Yahoo Finance Tag Codes. The second sheet is called, “arConfig_xxxx” where xxxx is the name of our sheet where the ActiveRange will reside. It contains some configurable information about the ActiveRange which our VBA will use.

All of the VBA code for this project will reside inside of the worksheet module for the sheet where we want our ActiveRange to be. For this tutorial, I called the sheet, “DEMO”.

Writing the Macros to Fetch Stock Quotes:

Adding VBA Code to Worksheets - Excel Stock Quotes

Press ALT-F11 on your keyboard, which will open the VBE. Double click on the DEMO sheet in the left pane. We will enter out code on the right. To begin with, enter these lines:

Option Explicit
Private rnAR_Dest As Range
Private rnAR_Table As Range
Private stAR_ConfigSheetName As String

Always start a module with Option Explicit. It forces you to define your variable types, and will save you untold grief at debugging time. In VBA each variable can be one of a number of variable types, such as a Long or a String or a Double or a Range, etc. For right now, don’t worry too much about this – just follow along.

Sidebar on Variable Naming Conventions

Variable names must begin with a letter. Everyone and their brother seems to have a different method for naming variables. I like to prefix mine with context. The first couple of letters are in lower case and represent the type of the variable. This allows me to look at the variable anywhere it’s used and immediately know its type. In this project I’ve also prefaced the variables with “AR_” so that I know the variable is related to the ActiveRange implementation. In larger projects this would be useful. After the underscore, I include a description of what the variable is used for. That’s my method.

In the above code we have defined three variables and their types. Since these are defined at the top of a worksheet module, they will be available to each procedure that we define in this module. This is known as scope. In VBA, variables can have scope restricted to a procedure, to a module (as we have done above), or they can be global in scope and hence available to the entire program, regardless of module. Again we are putting all of the code for this project in the code module of the DEMO worksheet. Every worksheet has a code module. Code modules can also be added to a workbook that are not associated with any worksheet. UserForms can be added and they have code modules as well. Finally, a special type of code module, called a class module, can also be added. Any global variables would be available to procedures in all of these. However, it is good practice to always limit the scope of your variables to the level where you need them.

In that vein, notice that the three variables above are defined with the word Private. This specifically restricts their scope to this module.

Every worksheet module has the built-in capability of firing off a bit of code in response to a change in any of the sheet’s cell values. This is called the Worksheet_Change event. If we select Worksheet from the combo box at the top and Change in the other combo box, the VBE will kindly define for us a new procedure in this module. It will look like this:

Adding Worksheet_Change Event

Private Sub Worksheet_Change(ByVal Target As Range)
End Sub

Notice that by default this procedure is defined as Private. This is good and as a result the procedure will not show up as a macro. Notice the word Target near the end of the first line. This represents the range that has been changed. Place code between these two lines so that the entire procedure now looks like this:

The Heart of our Excel Stock Quotes Code – Worksheet_Change()

Private Sub Worksheet_Change(ByVal Target As Range)

ActivateRange

If Worksheets(stAR_ConfigSheetName).[ar_enabled] Then

If Intersect(Target, rnAR_Dest) Is Nothing Then Exit Sub

If Target.Column <> rnAR_Dest.Column And Target.Row <> rnAR_Dest.Row Then

PostProcessActiveRange

Exit Sub

End If

ActiveRangeResponse

End If

End Sub

That may look like a handful but it’s really rather simple. Let’s step through it. The first line is ActivateRange. This is the name of another sub-procedure that will be defined in a moment. This line just directs the program to run that sub, which provides values to the three variables we defined at the top. Again, since those variables were defined at the top of the module, their values will be available to all procedures in the module. The ActivateRange procedure gives them values.

Next we see this odd looking fellow:

If Intersect(Target, rnAR_Dest) Is Nothing Then Exit Sub

All this does is check to see if the Target (the cell that was changed on the worksheet) is part of our ActiveRange. If it is the procedure continues. If it’s not, the procedure is exited.

The next line checks to see if the cell that was changed is in the first column or first row of the ActiveRange. If it is, the post processing is skipped. If the change is any other part of the ActiveRange, another sub-procedure (defined below) is run to do some post processing of the retrieved data, and then exits this procedure.

If the cell that changed was in the first column or the first row, the program runs another sub-procedure, called ActiveRangeResponse, which is also defined below. ActiveRangeResponse builds the URL for YF, deletes any previous QueryTables related to the ActiveRange, and creates a new QueryTable as specified in our configuration sheet.

That’s it. The heart of the whole program resides here in the Worksheet_Change event procedure. It relies on a number of other subprocedures, but this is the whole program. When a change is made in the ActiveRange’s first column (stock symbols) or its first row (stock attributes), ActiveRangeResponse runs and our ActiveRange is updated.

Understanding other sub-procedures that help us get the stock quotes:

So let’s look at those supporting subprocedures. The first is ActivateRange:

Private Sub ActivateRange()

stAR_ConfigSheetName = “arConfig_” & Me.Name

Set rnAR_Dest = Me.Range(Worksheets(stAR_ConfigSheetName).[ar_range].Value)

Set rnAR_Table = rnAR_Dest.Resize(1, 1).Offset(1, 1)

Worksheets(stAR_ConfigSheetName).[ar_YFAttributes] = GetCurrentYahooFinancialAttributeTags

End Sub

Again, all this does is give values to our three module level variables. In addition it builds the concatenated string of YF Tag Codes required for the URL. It does this by calling a function that I’ve defined at the very bottom of the module, called GetCurrentYahooFinancialAttributeTags.

The next subprocedure is ActiveRangeResponse:

Private Sub ActiveRangeResponse()

Dim vArr As Variant

Dim stCnx As String

Const YAHOO_FINANCE_URL = “http://finance.yahoo.com/d/quotes.csv?s=[SYMBOLS]&f=[ATTRIBUTES]”

vArr = Application.Transpose(rnAR_Dest.Resize(rnAR_Dest.Rows.Count – 1, 1).Offset(1))

stCnx = Replace(YAHOO_FINANCE_URL, “[SYMBOLS]”, Replace(WorksheetFunction.Trim(Join(vArr)), ” “, “+”))

stCnx = Replace(stCnx, “[ATTRIBUTES]”, Worksheets(stAR_ConfigSheetName).[ar_YFAttributes])

AddQueryTable rnAR_Table.Resize(UBound(vArr)), “URL;” & stCnx

End Sub

Notice that here we have variables defined at the top of this procedure and consequently their scope is limited to this procedure only. This means that we could have the same variable names defined in other procedures but those variables would not be related to these and would have completely different values.

Next notice that we have defined a constant. This is good practice, as it forces us to specify what the constant value is by naming the constant. I could have just used the value where I later use the constant, but then the question arises as to what is this value and where did it come from. Here I have named the value, YAHOO_FINANCE_URL, removing all doubt as to its purpose.

The next line is this:

vArr = Application.Transpose(rnAR_Dest.Resize(rnAR_Dest.Rows.Count - 1, 1).Offset(1))

and it deserves some explanation. Let me back up by saying that whenever we write or read multiple cells from a worksheet we should always try to do it in one go, rather than one cell at a time. The more cells involved the more important this is. Otherwise we pay a massive penalty in processing time. One of the best optimization techniques available is to replace code that loops through cell reads/writes and replace it with code that reads/writes all the cells at once. It can literally be hundreds to thousands of times faster.

Here we are interested in getting the list of all of the stock symbols in the first column of the ActiveRange. So how do we get them in one shot? We use something called a variant array. Notice that we defined vArr at the top of this procedure. A variant array is a special kind of variable that holds a list of values and it DOES NOT CARE what variable types those values are. This is important when retrieving data from a sheet because the data could be numbers, text, Boolean (True or False), etc. Variants are powerful, but they are much slower than other variable types, such as a Long for numeric data for example. However, in the case of retrieving or writing large chunks of data from/to a sheet the slight penalty of the variant is dwarfed by the massive increase in the speed of data transfer.

It’s very simple to retrieve range data (regardless of the size) into a variant array. All you do is:

v = range

where v is defined as a variant and range is any VBA reference to a worksheet range. And magically all of the values in that range are now in v. Note that v is not connected to the range. A change in any of v’s values does not propogate back to the range, and likewise a change to the range does not make it’s way to v all by itself. v will ALWAYS be a two-demensional array. The first dimension is the index of the rows, the second dimension is the index of the columns. So v(1,1) will refer to the value that came from the top left cell in the range. v(6,9) will hold the value that came from the cell in the range at row 6 and column 9.

For most circumstances this two-dimensional format is fine. But we are only retrieving one column of stock symbols. The procedure will still give us a two-dimensional array, with the column dimension being only 1 element wide. This is a shame because VBA has a wonderful function called Join that allows you in one step (no loop) to concatenate every element of an array into a string. You can even specify a custom string to delimit (go in-between) each element in the output string. The problem is that Join only works on single dimensioned arrays 🙁

But there’s always a way, right? We can use the Application.Transpose method on the 2-D array and presto we get a 1-D array. The rest of the line just specifies what range (the stock symbols) to grab.

The next two lines are:

stCnx = Replace(YAHOO_FINANCE_URL, "[SYMBOLS]", Replace(WorksheetFunction.Trim(Join(vArr)), " ", "+"))

stCnx = Replace(stCnx, "[ATTRIBUTES]", Worksheets(stAR_ConfigSheetName).[ar_YFAttributes])

Again a handful, but all we are doing here is replacing the monikers, [SYMBOLS] and [ATTRIBUTES] in the YAHOO_FINANCE_URL constant with the list of stock symbols (delimited by a plus sign) and the string of attributes.

In the final line of the procedure:

AddQueryTable rnAR_Table.Resize(UBound(vArr)), "URL;" & stCnx

we are running another subprocedure called, AddQueryTable and we are telling it where to place the new QueryTable and providing the connection string for the QueryTable, which in this case is the YF URL that we just built.

Nothing unusual happens in the AddQueryTable sub. It just deletes any existing AR related QueryTables and adds the new one according to the options in the configuration sheet.

The PostProcessActiveRange sub is interesting:

Private Sub PostProcessActiveRange()

If rnAR_Dest.Columns.Count > 2 Then

Application.DisplayAlerts = False

rnAR_Table.Resize(rnAR_Dest.Rows.Count).TextToColumns Destination:=rnAR_Table, DataType:=xlDelimited, Comma:=True

Application.DisplayAlerts = True

Worksheets(stAR_ConfigSheetName).[ar_LocalTimeLastUpdate] = Now

End If

End Sub

Processing Yahoo Finance Output using Query Table & Text-Import Utility:

As mentioned before the data from YF comes back as a CSV file. The QueryTable dumps this into one column. If you were only retrieving one attribute for each stock this would be fine as is. However, two or more attributes is going to result in unwanted commas and multiple attribute values squished into the first column of the QueryTable output. Unfortunately this is poor design by Microsoft, especially when you consider that the QueryTable does not behave like this when it is retrieving SQL data or opening a Text file from disk. You can actually specify this operation to be a text file and it will properly spread the output over all of the columns. To do so, you specify the disk location as being the URL of the YF CSV file, but as Murphy would have it, it’s unbelievably slow and pops up a status dialog as it slowly retrieving the CSV. Using the URL instruction instead of the TEXT instruction at the beginning of the connection string is incredibly fast in comparison, but dumps all of the data into the first column.

So what to do? We’ll just employ Excel’s built-in TextToColumns capability and bam, our data is where we want it.

Our finalized stock quotes fetcher worksheet should look like this:

Excel Stock Quotes - Final workbook - Demo

Download Excel Stock Quotes Macro:

Click here to download the excel stock quotes macro workbook. It will be much easier to follow this tutorial if you refer to the workbook.

Final Thoughts on Excel Stock Quotes

The ActiveRange technique is quite versatile. It can be implemented with other data sources such as SQL, or even lookups to other Excel files, or websites.

In this example it provides a nice way to easily track whatever stocks you may have interest in and up to 84 different attributes of those stocks. You can enable and disable the activeness of the ActiveRange on the fly. You can set the AR to AutoRefresh the data at periods that you set or to not refresh at all.

This is a basic implementation. For example, changing the AutoRefresh setting will have no effect until a new QueryTable is built. That won’t happen until you also add or change a stock symbol or add or change an attribute. An easy enhancement would be to add a little code to the arConfig_DEMO code module to respond to changes to the ar_AutoRefresh named range cell.

Another enhancement would be to eliminate the slight flicker of the update by moving the QueryTable destination to the arConfig_DEMO and then doing the TextToColumns with the destination set to the DEMO sheet. In an effort to simplify this tutorial I have left these easy enhancements as an exercise for you to implement.

Have a question or doubt? Please Ask

Do you have any questions or doubts on the above technique? Have you used ActiveRange or similar implementations earlier? What is your experience? Please share your thoughts / questions using comments.

I read Chandoo.org regularly and will be monitoring the post for questions. But you can also reach me at my blog:

Further References & Help on Excel Stock Quotes [Added by Chandoo]

This is a guest post by Daniel Ferry of Excel Hero.

Excel Hero is dedicated to expanding your notion of what is possible in MS Excel and to inspiring you to become an Excel Hero at your workplace. It has many articles and sample workbooks on advanced Excel development and advanced Excel charting.

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28 Responses to “CP024: Customize Excel to boost your productivity”

  1. Robert says:

    I think that the most useful customisation that I utilise frequently is some code I found that allows multiple items to be selected from a data validation list. For example one workbook we use lists the business drivers for a project. Another uses this technique to select the staff involved in a particular project. See http://blog.contextures.com/archives/2009/09/18/select-multiple-items-from-excel-data-validation-list/

  2. Sean Hyland says:

    Another terrific podcast Chandoo! Glad to hear that you, your family, friends and community are recovering well from HurHur.
    You did a great job of covering so many of the customization techniques that I use but one that I really like is the addition of those top portion of the quick access tool bar with items that I use often but are not standard to any of the tool bar options.

    Thank again Chandoo for the terrific website! It definitely is helping to make me awesome in Excel.

  3. Angelo says:

    I customise excel toolbars by inserting an icon and dragging it to the appropriate area.

  4. Bruno says:

    I prefer not to customize (too much).. I use Excel on a work pc, on two pc's at home, and sometimes on other PC's (even on different languages). I've found that if I keep the most "standard" look, I manage to get around on any pc, whatever the language pack.

    The only thing I do is "pinning" the most used files on the Windows taskbar. And even then I sometimes forget what I placed where, and look it up manually anyway...

  5. Jim Peterkin says:

    Hi, Chandoo. Thanks for the complete review of customizations. I use most of the items you mention, such as Options to set the default font to “old” Arial rather than Cambria. I’ve also adapted the QAT, adding a button to Repeat last action as well as ones to close the current workbook and the Excel application. Lastly, I developed a personal Add-in that contains macros and changes the ribbon (via Microsoft’s Custom UI editor) to rearrange buttons for functions I always use and adds a new ribbon tab with buttons for my personal macros. For example, one of my most frequently used macros deletes all rows below and columns to the right of a selected cell and resets the Excel used range value for the worksheet (helpful for when I press Ctrl-End).

  6. Nick says:

    Thank you again for another great podcast! I always learn something from your podcast/Blog/site. I can't believe I never bothered to look at setting the number of sheets excel creates when you open a New workbook. That will save me time everyday!

    I usually create a Personal Macro set to use, as well as creating some custom ribbon and toolbar sets to make my most needed functions handy (I even include some personal macros in these toolbars.) I also spend some time creating some themes to match the Company reporting colors so that my work can easily be incorporated into company communications.

    Thanks for helping me be awesome at Excel everyday!

  7. Mike says:

    Hi Chandoo - excellent podcast. At the moment I only use the quick access tool bar to add not standard icons. But now I have several techniques that I am going to try. Thanks

  8. target says:

    excellent podcast!! not enough users maximise their productivity by making Excel more comfortable to work with!!

    I use many of the techniques already mentioned (personal macro book, customised QAT/ribbon, etc) but but, instead of adding lot's of buttons I find it's better learn and use the relevant keyboard shortcuts instead of adding buttons for all those functions you use all the time (avoid button overload!!).

    Far better to add buttons for functions you don't use often and that are difficult to find/use in their regular guise

    I also use a default 'dashboard' workbook that has hyperlinks to a handful of files I use regularly.

    also maybe worth mentioning creating default workbook/worksheet 'styles' - to do this create a workbook with the formats you want (fonts, page setup, # of sheets, etc) and save it to your excel start folder with the name BOOK (use SHEET for the sheet template). From then on all new books/sheets will have the same basic formatting

  9. Oxidised says:

    Thanks for the podcast Chandoo, glad you are recovering from the typhoon experience.
    Here at work we created 2 template files, a "simple" one and a "large" one. We often have to put together engineering calculations and having these templates makes it so much faster. The simple one has a cover page (used for tracking revisions) and then a sheet set out in our standard format. The large one has the same cover page, then a contents page that has macro buttons to jump to any of the 10 tabs set up in it. And yes, we often use 5-10 tabs when doing our calculations! This makes the navigation much easier and means we can get on with calcs and not have to spend time formatting.

    Thanks and enjoy, Oxi

  10. Filder says:

    Hi Chandoo – I liked this episode. So far I only use quick access bar to add icons for Macros, special paste etc.. Looking forward to explore some of the techniques shared by you. Thanks

  11. Jo says:

    Thanks for the podcast. There's a couple of things I'll have to try.

    I've set up a default workbook that's saved to my excel start directory that contains:
    * corporate colours and fonts
    * a cover sheet
    * modified and expanded cell styles
    * default table and pivot table styles
    * custom page setup settings

    Another thing I've tried is creating chart templates which saves a bit of time.

  12. Desk Lamp says:

    My Quick Access toolbar is jampacked with macros:

    - Save all open spreadsheets
    - Backup the active workbook to another folder. Useful if I'm making big changes to the spreadsheet that i might want to revert later.
    - Copy & Paste special values. Why click two buttons when you can click one?
    - Set my preferred number formatting
    - Format graphs in company colours
    - Apply red/green conditional formatting for growths data. 0% growth is white, 20% growth is green, -20% growth is red
    - Format and apply settings to pivot tables as I like them. E.g. Tabular format, no retained items, no style, etc
    - Sort items in a pivot filter. Standard Excel capability only lets you sort items if they are in rows or columns not in a filter
    - Delete all custom styles. It amazing how many junk styles spreadsheets can accrue, especially when copying in data from other spreadsheets
    - Resize and reposition all comments. I swear comments have a mind of their own, constantly moving to bizarre places.
    - Print in a Userform all external links and whether the links are active. Including those in name manager and in pivot tables that don't show up in the 'Edit links' window.
    - Print in a Userform all HIDDEN name manger names. As a company we need to be careful about what is exposed when we publish spreadsheets.

    These (and more I've not mentioned) save me countless hours during a normal working week!

  13. Thanks for a great podcast. Really useful tips on customisation. The tip on only one sheet instead of three - using that now myself.

    Personally I use customisation for two main purposes. Quick access to functions I use regularly – to state the obvious – but also some functions I use so infrequently I may not be able to quickly find them when I need them. Forms, for example.

    And if I ever need to use a function or command that I have recently learned or used in a new or different way, I add that to the Quick Access Ribbon.

  14. Shah says:

    Hi Chandoo,

    On top all those customization you've mentioned, I also use the Custom UI Editor for Microsoft Office to create my own Ribbon menu buttons in Excel 2007 and hide the default ones. With the help of macros of course, this makes Excel looks and behave like an App.

    Try that to impress your boss !

  15. Ken says:

    Chandoo,

    Until recently, I had only created custom VBA to solve specific problems related to work. I usually placed a shortcut in a new ribbon. Now I am going to use some of the tips that you mentioned to customize one ribbon for all of the common items that I use (like filter, sort, number format, etc.)

    Thank you.

  16. samtheman says:

    Hi Chandoo,

    I really like your podcast. I will appreciate if you continue to do podcast in the future.
    Regarding my customize of excel, I usually keep lot of commands in Quick Access Toolbars (QAT), esp, insert/delete sheet row, insert/delete sheet column,copy, cut, format copying, paste, paste special, paste value, Font color, Fill color, camera tool and open recent file etc. Also I click on click on Developer tab so that it is visible on my tabs.
    When I was studying MBA, I used to do add-ins of Analysis Toolpak but I have not used that Toolpak since I completed MBA.

    Thanking you,

    Sam

  17. Uriel says:

    Hi Chandoo,

    I really like your page and it's the first time I listen your podcast and it's great!!. I use a lot the Quick Access Toolbar and also use personal macros for rutine task and for look-and-feel in corporate colors, but after listen you I will try to costumize the ribbon and also I will work with themes and styles.

    Thanks to inspire us!!.

    Regards from Mexico.
    Uriel

  18. Ahmed says:

    Thank you Chandoo, very useful.
    I have done 3 things to customize my excel,
    Created a new tab and put in it all my frequently used commands.
    Recorded all my repeated activities as macros and I am running this everyday.
    Added the commands I use very very frequently (including the recorded macros) to the QAT.
    Thank you again

  19. Dave says:

    Hi Chandoo,

    Great podcast. I usually do the following to customize my Excel:
    1) I use custom themes and chart & slicer templates
    2) Custom macros in QAT and Ribbon for repetitive tasks
    3) Keep generic VBA routines in a module for use when needed for specific workbooks, I can just copy it into the target workbook.
    Thanks,
    Dave

  20. Jennifer David says:

    Hi Chandoo,
    I have been using the quick access toolbar and it is great for having frequently used features all in one place. As well as macros and those less commonly known features, such as select visable cells when working with hidden rows/columns. The list of all commands available to add to the toolbar is mind numbing.
    I did not know about adding your own tab to the ribbon. I have already begun contructing my own.
    Thank you for the wonderful information.

  21. Jay says:

    Chandoo,
    I mainly use the personal macros. There are a few charts that I update frequently, this requires that I keep the old data and change the range of the chart. Changing the range causes Excel to pick all new colors for my chart. So, one macro reverses this issue.

    Thanks for sharing your awesomeness.

  22. Jorge Supelano says:

    My customization:

    I have three add-ins: Macabacus light for shortcuts (free), XL Campus to work with lots of tabs and the Tableau reshaper add-in (free), to reshape tables in database form.

    I have created and copied macros for:
    Clean formats
    Search and select constants
    Format as constant (I used to do financial modeling)
    Trace dependents simultaneously
    Center across selection (not used anymore since it's in one of the Add-ins)
    Search and select blanks cells
    Select cell A1 in every sheet (before closing the file)
    Protect and unprotect sheets and workbook

    Almost all macros have shortcuts and a dedicated tab in the ribbon.

    As for Excel options themselves:
    Automatic calculations
    Error tracking disabled
    Cursor stays in same cell when Enter is pressed

    And I used to have a Financial modeling template as a predefined sheet where different formats and styles were pre-established

  23. Ravinder Pal Chopra says:

    Dear chandoo

    Thanks for the excellent podcast. I regularly visit your website and have listened to all your podcast which are very informative. I customise my toolbar by using a quick access and inserting icons in toolbar.

  24. Erich says:

    i used all of you suggestions, but have refrained from pinning files to the Recent Workbook List. It bothered me that this pinned files also took over the keybord shortcuts for the last opened files. If I press ALT-F+1, i want to open the last used file, not the file i pinned first.

    I missed a very powerful Excel customization option in your podcast, which i use every day and saves me hours: custom keyboard shortcuts. There are two of them:

    1. Assign a Key combination to a macro (e.g. "Ctrl-Shift-V" for my VBA-procedure "PasteSpecial_Values")
    -> Open the Macro-dialog (Alt-F8) and go to Options, set the key...

    2. Assign a Key combination even to F-Keys (e.g. "F5" for "my_favorite_Macro")
    -> Open VBA-Editor (Alt-F11), go to any Module in your Personal.xlsb and add this code:

    Sub auto_open()
    Application.OnKey "{F5}", "my_favorite_Macro"
    End Sub

    There is no quicker way to call your macro!

  25. Wouter Naert says:

    Hi Chandoo, very excellent podcast.

    I use the quick access toolbar to link my VBA macro's and at the moment I'm experimenting on adding a personal ribbon tab with personal ribbon buttons. I use a Custom UI Editor to do this, it let me link macro's to the buttons used in the personal ribbontab.

    This way for a project dashboard I can add the buttons necessary there and they are attached to the file. So other people opening the file have the same ribbon tab. Looking professional and to quote 'awesome' ;-).

  26. Jackie says:

    Thanks for your prodcast.

    I customize my excel in the ribbon. This allows to feature the items I need

  27. Chris Triplett says:

    Hi Chandoo,

    Would you please link me to your Excel Customization Handbook? I am sure that this will help me in a huge way!

  28. Zee says:

    Hi Chandoo!
    I would love an Excel Customization Handbook! Here is my tip:

    To recreate the CTRL-HOME functionality on Excel for Mac copy and paste the following code into your personal macro workbook. I assigned my code to the hotkey Option-Cmd-G and now it's like I have a "Home" button on my Mac!
    ----------
    Sub GoHome()
    '
    ' GoHome Macro
    ' Simulates Ctrl-Home on a PC
    '
    ' Keyboard Shortcut: Option+Cmd+g

    If ActiveSheet.Type = xlWorksheet Then
    With ActiveWindow
    .ScrollRow = 1
    .ScrollColumn = 1
    .ActivePane.VisibleRange.Cells(1).Select
    End With
    End If

    End Sub

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