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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7 Responses to “Project Dashboard + Tweetboard = pure awesomeness!!!”

  1. Dan Murray says:

    I would like to see actual hash-tagged DM tweets go out to the specific information consumers. That would be an interesting way to communicate the key daily data to interested parties.

    A Twitter-like secure application like Yammer might be a good fit with this.

    For example, how about daily tweets to selected user groups (secure) that would display sales, bookings, cash receipts, cash disbursed and a second version that would show the same info for MTD, QTD or YTD figures.

  2. Aires says:

    @Dan, it would be great. I did not taught about implementing it on this dashboard because twitter is blocked to the whole intranet here. However, there's a discussion here about how can we send these tweets to blackberries (probably through e-mail) automatically. (I'd like to see this implemented on a jabber restricted network as well, but here it'll probably not happen)

    The wrap-up versions you mentioned doesn't apply to my particular scenario, but on a sales tweetboard it would be a great tool indeed - choosing who will receive which message according to hashtags. I'll think on something, thanks for the advice. 🙂

    (Ah, btw, I'm Fernando... 🙂 )

  3. Chandoo says:

    @Dan: That is a fun idea. Instead of tightly integrating twitter functionality with a dashboard, i think it would be cool if we have a "tweet this" button that users can click after selecting a range of cells. We can easily show a dialog with the concatenated output of the selected cells and ask user to edit the text and eventually "send to twitter".

    For eg. you can select the annual sales figure cell and click on "tweet this" button upon which a dialog will show the value. Then you can pre-pend it something like "DM @boss look at our sales this year: "

    @Aires.. thanks once again.

  4. Wow it looks really good. Not sure though how much the tweet facility would help in real world project management, but certainly having a dashboard on a project should be a key deliverable when learning how to manage a project

    The other use of this is during the software development life cycle especially when you have parallel streams of development and testing going on. Using a dashboard is a quick way for everyone on the team to see where the project is at and how it all fits together.

    Regards

    Susan de Sousa
    Site Editor http://www.my-project-management-expert.com

  5. Sue says:

    Hi Chandoo,
    I purchased the project management toolkit but the dashboard shown above with the imbedded scroll bars. Is it included in the project pack??
    Thanks

    Sue

  6. XLCalibre says:

    The gantt chart section of this dashboard is similar to one I have recently created: http://xlcalibre.com/hr-dashboard-gantt-chart-traffic-light-reportIt has a similar approach with scroll bars, but has a couple of additional features. I've tried to incorporate a traffic light report element, and also allow the timescale to adjusted so that can view it by days, weeks or months.I really like the other tables that you've incorporated, I may well try to replicate them to improve my version!

  7. I am a monitoring and evaluation consultant in international development, and one of the services I offer is to help non-profits and foundations develop performance dashboards.  I often advise them to develop dashboards for ongoing programs, rather than for one-time or pilot projects, because of the time involved.  I am trying to find out from a few people how long it takes you to develop a project management dashboard, and to what extent the indicators vary from one project to the next.

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