How to Add your Macros to QAT or Excel toolbars?

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Ok, so you have written a shiny new macro to solve all the problems. The macro, solveWorldProblemsAndMakeSomeCoffee() sits nicely in your personalmacros.xlam file somewhere in C drive. You have also installed the macro as an add-in so that it is always available.

But wait!!!

How do you run your sWPAMSC everyday in the morning?

(ok, wake up now!!!, that is short for solveWorldProblemsAndMakeSomeCoffee())

One way is to,

  1. Right click on sheet name
  2. Select View Code
  3. Navigate to the VBA Project corresponding to your personalmacros.xlam file
  4. Yawn!
  5. Open the module with sWPAMSC
  6. Run the macro

Macros in Excel Quick Access Toolbar / QAT - How to - Excel Productivity TipBut, shouldn’t this be faster and smarter than that?

Well, it is. You can add your macro to Quick Access Toolbar so that you can run it with just a click (or by pressing a shortcut).

Here is how you can add macros to Quick Access Toolbar (Excel 2007 Version):

  1. First write your macro and save the workbook as an excel add-in.
    Save excel workbook as add-in
  2. Now, install the add-in by going to Office Button > Excel Options > Add-ins
  3. Now, right click on QAT and select Customize
    Customize Quick Access Toolbar - Excel 2007
  4. Select Macros from “choose commands…” option.
    Modify QAT to Add Macros - Step 1
  5. Now, select the macro you want to add to QAT and then press Add button
    Modify QAT to Add Macros - Step 2
  6. This will add your macro to QAT with default icon. You can change the icon using Modify button.
    Modify Macro Icon - Customizing QAT
  7. That is all.

Here is how you can add macros to toolbars in Excel 2003:

  1. First write your macro and save the workbook as an excel add-in.
  2. Go to Tools > Customize
  3. Now, click on New button to create a new toolbar.
    Add new toolbar - Excel 2003
  4. Give it a name. Now your new toolbar will show up in Excel 2003 UI.
  5. Go to Commands tab and select Macros from left. Now drag the smiley icon from right to your new empty toolbar.
    Add Macro button to Excel 2003 toolbar
  6. You have added a new button to your toolbar. Now click on it.
  7. Excel will prompt you to assign a macro to that button. Select the macro from the list shown (it includes the macros in your add-in file).
  8. That is all.

Now go solveWorldProblemsAndGetSomeCoffee()

How do you customize your QAT / Toolbars ?

Customizing quick access toolbar can be a very productive thing to do. I used to have a bunch of macros added to QAT for quickly accessing them when I was working.

What about you? How do you customize QAT or toolbars? Do you add macros? Share your experience using comments.

More tips on Excel Productivity & Customization:

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15 Responses to “A Gantt Chart Alternative – Gantt Box Chart”

  1. Kenjin says:

    That's a great idea.
    Maybe the planned End Date should be highlight more.
    I don't know how it would look like (nor how to do it yet), but what if instead of finishing the bold line to the best case End Date, it finishes to the realistic End Date?

  2. ross says:

    The idea is ok, I think other project management tools have this, already? Maybe not.

    Gantt charts in my view are about the signal most unless thing in the world, theres no way you can look at one thats more that a little complex and understand what it's telling you. I'm going to write a diatribe on project management at some point, its one of my pet areas I think!! 😉

    The issue I have with this chart Chandoo, is that Tasks need to be linked to each other, so they should inherit the uncertainty, which would mean the as you moved down chart the lines would be miles apart for later tasks, and you might have to add lots of lines for subsequent tasks to cover the various outcome of it's parents.

    Having said that, for the high level board summary, it's a nice way to go, it it appeals to the management 😉

    thanks Chandoo, great post.

    Ross

  3. Cyril Z. says:

    Whoooa !!! That's a very clever idea Chandoo. I really love it.
    I think i'll update my gantt project sheet with that idea soon (remember my template ?)
    @ross : you can link start date to the end date of the previous task in your data. The only problem I still se is to which end date (real ? planned ? best ?) in order to have average amount of information.

    If best end date, you'll tend to increase uncertainty at the end of chain, although if you link to real end date, uncertainty will be decreased too much, leading in both cases to wrong management direction.

    Maybe planned till the task is finished then real will do the job ?

  4. Vijesh says:

    Hey chandoo, this looks good and this would definite add value in production planning / scheduling. Uncertainity in finishing a task is very high in production scheduling and this could give an insight or a bird eye view of possible shipments we can have....

  5. PK says:

    I've always been frustrated by the limitations of gantt charts. Will definitely use this, I've always struggled with how to succinctly communicate the uncertainty of certain tasks without confusing stakeholders.

  6. Andy says:

    I like this, I think it's a very effective way of showing how a timeline can change and which parts of a project need close attention.
    @Cyril / @Ross: I would intially link the the start date to the planned end date of the previous task, with the chart updating when a task has been completed to reflect the true end date.

    Or what about giving a drop-down selection box to allow the user to see the chart based on planned/best-case/worst-case end dates?

  7. Eric says:

    Like the idea. Have found that Excel is more flexible than MS Project for graphical solutions. The "Best Case"\"Worst Case" metrics are theoretically appealing but once the project and\or phase commences their reliability diminishes. A chart like the above that showed Planned Start, Planned End, Replan End Start, Replan End Date, Number of Replans the Start and End Dates, and Actual would provide an active, actionable view of each task\phase. It would also highlight the areas which are riskiest.

  8. Bob says:

    It is always amazing how flexible excel can be.

    My question is how would the chart show a scenario where the date moved up? If a task is dropped or the duration of the task is significantly reduced by applying more people or machinery to the task, the dates will move up.

    The gantt chart has been around for a long time, but it is still quite useful to show progress.

    Cheers,
    B

  9. Shyam says:

    I like the idea but seems bit complicated in case of long projects involving numerous activity.

    Also, reading and explaining is required hence not feasible where plans are just send to audience for approval.

    Cheers
    SY

  10. Peter says:

    Great idea Chandoo,

    When I was reading this idea regarding delivery dates, another thought popped into my mind, how can you show the uncertainty with MONEY!!

    In this case, applies to cost management or even a normal budget, you think?

    Would Box Chart and Gannt Chart help to understand the best case, middle case and worst case when money is spend or planned with these three risks are involved?

    I imagine that this chart could help people who write their budgets get a better understanding of risks affecting their spending.

    Peter

  11. Matthew Galman says:

    Chandoo,

    I like it. How would you display an entry once it has been completed (actual)?

    Thank you,

    Matt

  12. Phil says:

    From what you have shown so far I think that this box Gantt chart is awesome! I think that this could be an extremely useful tool.

    I can't wait to learn how to make my own charts in Excel.

    Will the methods that you are going to teach us work in 2003 as well?

  13. [...] Firday, we proposed a new chart for showing project plans. I chose an ugly name for it and called it Gantt Box [...]

  14. TommyZ says:

    You need to read Eli Goldratt's Critical Chain. The uncertainty you are looking for should be accounted for in a project buffer. Not at each task level.

    Further you should spend time understanding Agile Development. This would have you plan only in 1-3week iterations. This allows you to embrace changes to work not yet started, and for your customer to re-direct your course at regular intervals (after each iteration) throughout your project. keyword search: Agile Scrum

    These items will show you that you are solving a tracking problem for something that you can entirely avoid!

  15. […] Chandoo.org’s  Gantt Box Chart. […]

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