This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.
- What is VBA & Writing your First VBA Macro in Excel
- Understanding Variables, Conditions & Loops in VBA
- Using Cells, Ranges & Other Objects in your Macros
- Putting it all together – Your First VBA Application using Excel
- My Top 10 Tips for Mastering VBA & Excel Macros
Introduction to Excel VBA
Everyone has a language. My mother tongue is Telugu. But I also speak Hindi, English and Cutish (that is the language my 2 year old kids speak). You may be fluent in English, Spanish, French, German or Vietnamese.
Just like you and I, Excel has a language too, the one it can speak and understand. This language is called as VBA (Visual Basic for Applications).
When you tell instructions to Excel in this VBA language, Excel can do what you tell it. Thus enabling you to program Excel so that you can automate a boring report, format a big&ugly chart, clean-up some messy data or just play some random noises.
What is a Macro then?
A macro is nothing but a set of instructions you give Excel in the VBA language.
Writing Your First Macro
Note: If you are new computer programming, watch our Introduction to Programming Video before proceeding.
In order to write your first VBA program (or Macro), you need to know the language first. This is where Excel’s tape recorder will help us.
Tape Recorder?!?
Yes. Excel has a built-in tape recorder, that listens and records everything you do, in Excel’s own language, ie VBA.
Since we dont know any VBA, we will use this recorder to record our actions and then we will see recorded instructions (called as code in computer lingo) to understand how VBA looks like.
Our First VBA Macro – MakeMeRed()
Now that you understand some VBA jargon, lets move on and write our very first VBA Macro. The objective is simple. When we run this macro, it is going to color the currently selected cell with Red. Why red? Oh, red is pretty, bright and awesome – just like you.
This is how our macro is going to work when it is done.
6 steps to writing your first macro
If you do not see Developer ribbon, follow these instructions.
Excel 2007:
1. Click on Office button (top left)
2. Go to Excel Options
3. Go to Popular
4. Check “Show Developer Tab in Ribbon” (3rd Check box)
5. Click ok.
Excel 2010:
1. Click on File Menu (top left)
2. Go to Options
3. Select “Customize Ribbon”
4. Make sure “Developer tab” is checked in right side area
5. Click ok.
Step 1: Select any cell & start macro recorder
This is the easiest part. Just select any cell and go to Developer Ribbon & click on Record Macro button.
Step 2: Give a name to your Macro
Specify a name for your macro. I called mine MakeMeRed. You can choose whatever you want. Just make sure there are no spaces or special characters in the name (except underscore)
Click OK when done.
Step 3: Fill the current cell with red color
This is easy as eating pie. Just go to Home ribbon and fill red color in the current cell.
Step 4: Stop Recording
Now that you have done the only step in our macro, its time to stop Excel’s tape recorder. Go to Developer ribbon and hit “stop recording” button.
Step 5: Assign your Macro to a button
Now go to Insert ribbon and draw a nice rectangle. Then, put some text like “click me to fill red” in it.
Then right click on the rectangle shape and go to Assign Macro. And select the MakeMeRed macro from the list shown. Click ok.
Step 6: Go ahead and play with your first macro
That is all. Now, we have linked the rectangle shape to your macro. Whenever you click it, Excel would drop a bucket of red paint in the selected cell(s).
Go ahead and play with this little macro of ours.
Understanding the MakeMeRed Macro Code
Now that your first macro is working, lets peek behind the scenes and understand what VBA instructions are required to fill a cell with red.
To do this, right click on your current sheet name (bottom left) and click on View code option. (You can also press ALT+F11 to do the same).
This opens Visual Basic Editor – a place where you can view & edit various VBA instructions (macros, code) to get things done in Excel.
Understanding the Visual Basic Editor:
Before understanding the MakeMeRed macro, we need to be familiar with VBE (Visual Basic Editor). See this drawing to understand it.
Viewing the VBA behind MakeMeRed
- Select Module 1 from left side area of VBE (called as Project Explorer).
- Double click on it to open it in Editor Area (top right, big white rectangle)
- You can see the VBA Code behind MakeMeRed
If you have followed the instructions above, your code should look like this:
Sub MakeMeRed()
'
' MakeMeRed Macro
'
With Selection.Interior
.Pattern = xlSolid
.PatternColorIndex = xlAutomatic
.Color = 192
.TintAndShade = 0
.PatternTintAndShade = 0
End With
End Sub
So much for a simple red paint!!!
Well, what can I say, Excel is rather verbose when it is recording.
Understanding the MakeMeRed VBA Code
Lets go thru the entire Macro code one line at a time.
- Sub MakeMeRed(): This line tells Excel that we are writing a new set of instructions. The word SUB indicates that the following lines of VBA are a sub-procedure (or sub-routine). Which in computer lingo means, a group of related instructions meant to be followed together to do something meaningful. The Sub-procedure ends when Excel sees the phrase “End Sub”
- Lines starting with a single quote (‘): These lines are comments. Excel will ignore anything you write after a single quote. These are meant for your understanding.
- With Selection.Interior: While filling a cell with Red color may seem like one step for you and I, it is in fact a lot of steps for your computer. And whenever you need to do a lot of operations on the same thing (in this case, selected cell), it is better to bunch all of them. This is where the WITH statement comes in to picture. When Excel sees With Seletion.Interior, Excel is going to think, “ok, I am going to do all the next operations on Selected Cell’s Interior until I see End With line“
- Lines starting with .: These are the lines that tell Excel to format the cell’s interior. In this case, the most important line is .Color = 192 which is telling Excel to fill Red color in the selected cell.
- End With: This marks the end of With block.
- End Sub: This marks the end of our little macro named MakeMeRed().
Few Tips to understand this macro better:
Once you are examining the macro code, here are a few ways to learn better.
- Change something: You can change almost any line of the macro to see what happens. For example, change .color = 192 to .color = 62 and save. Then come back to Excel and run your macro to see what happens.
- Delete something: You can remove some of the lines in the macro to see what happens. Remove the line .PatternColorIndex = xlAutomatic and run again to see what happens.
Download Example Workbook to learn VBA
Click here to download the example workbook with MakeMeRed Macro.
Excel 2003 Compatible Version here.
Play with the code & understand this better.
What Next – Understanding Variables, Conditions & Loops
In the part 2 of this tutorial, Learn about variables, conditions & loops – basic programming structures of VBA.
Do you write VBA Code? Share your experience?
Thanks to my college education & job experience. I am trained to be a programmer. So I find VBA quite intuitive and easy to use. But that may not be the case for many of you who latch on to VBA without any formal education.
I would like to know how you learn VBA and what experiences you had when you wrote that first macro. Please share using comments.
Join Our VBA Classes
We run an online VBA (Macros) Class to make you awesome. This class offers 20+ hours of video content on all aspects of VBA – right from basics to advanced stuff. You can watch the lessons anytime and learn at your own pace. Each lesson offers a download workbook with sample code. If you are interested to learn VBA and become a master in it, please consider joining this course.
28 Responses to “Team To Do Lists – Project Tracking Tools using Excel [Part 2 of 6]”
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Part 3: Preparing a project time line [upcoming] Part 4: Time sheets and Resource management [...]
the templates are great (I bought the combo).
What I'm missing is a way to have the project gantt chart and reporting with the data per resource, in such a way that I can also show the occupation per resource on an extended gantt chart.
So with hours entered per person per project or sub-activity, to show a gantt chart of how many hours/days a person spent on which project (or plans to spend).
[...] from: Team To Do Lists - Project Tracking Tools using Excel [Part 2 of 6] 25 Jun 09 | [...]
Hi Chandoo,
Funny I have a post on the value of MS project lined up which I will post when the current monster project I'm working on finishes and I get some free time!
I'm not sure this would help with any of the projects I've worked on, closing down a to do list seems like more effort than it's worth, but it might be useful for some things. I guessing it doesn't, but does the time stamp not update when you recalculate the work book?
keep up the good work!
Ross
@Ross.. Thanks for sharing your ideas... I think to do lists are a great way to keep up with project activities and ensure accountability from individual team members, when they are implemented right.
"I guessing it doesn’t, but does the time stamp not update when you recalculate the work book?"
Your guess is right. When you change the calculation mode to "iterative", excel takes care of the nittygritties and retains older values in circular references in formulas.
[...] Project Management in Excel [New Series] - Gantt Charts | To Do Lists [...]
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
Hi Chandoo,
The template give me lot of convenience to monitor the thing to do. It simple. Thank You
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
[...] make sure you have read the first 4 parts of the series - Making gantt charts [project planning], team todo lists [project tracking], project time lines chart [reporting] and Timesheets and Resource Management using Excel. Also [...]
Chandoo,
I really do not see any befit to this function in Excel unless it was somehow tied into some other chart. That is say a scheduled activities % complete is based on the to-do list.
The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless.
@Brian... Once you have a todo list up and running, it is easy to get metrics out of it. I didnt propose it as it might look a bit too micro-management-ish.
I am able to understand what you meant by "The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless."
Can you explain?
"Chandoo"
What I mean is this. Lets say you have 10 task which are part of one activity/WBS that is in your schedule. One there are very few cases were many people would be assigned to complete this one scheduled activity with no direction being given who should what of the 10 task. It is poor management, and the task 90% of the time would not get done in a timely manner if say 4 people were responsible. Secondly, you are assuming all 10 task are independent of each other. You might need to do task 1 thru 3 before you can do task 4, and to do task 7 you might need to do 4 and 6. Thirdly, the time it would take to compile and then fill out the to-do-list even in limited applications is really not worth it.
I just see almost no applications why a team would need to inform others separate from the schedule that they have completed a task on a to-do list unless anyone of the 4 people could of completed that task.
My point is, there might be a few very limited applications for this type of list but this list would be worthless as a Project Management tool in every other case.
However, change this from a to-do-list to a document change log and it is perfect. Instead of to-do it is the documents name or summary of what changed in the document. The person is who edited the document, and the time stamp is when they checked it in. But I do not know why you would use excel when there is free software you can use commercially that is 10 times better that does document management.
I think using excel to do Project Management over a real Project Management application is a bad idea. Unless you are running a very small, simple project, the time and effort is a lot more to use excel compared to the cost of the Project Management software.
This comes back to my point, I love your site, however, just because you can do something in excel does not mean you should do it. To often the time it takes to use excel is wasted 10 times over from the cost of doing it in an application designed to for the specific application.
@Brian: The todo list mentioned here is meant to keep track of all the tasks for which detailed planning is not necessary but some sort of tracking is needed. These are not be confused with project activities (a la gantt chart).
I like your suggestion about using this as a document tracker. Pretty cool use.
Coming to your point about excel as a real project management tool, well, I have my views, but in a serious project environment, it would surely payoff to have a dedicated project management application.
[...] & tracking a project plan using Gantt Charts Team To Do Lists – Project Tracking Tools Project Status Reporting – Create a Timeline to display milestones Time sheets and Resource [...]
Chandoo,
Wonder how the timestamp column will maintain its previous data. Both Today() and Now() functions will update as and when the next timestamp happens.
[...] Preparing & tracking a project plan using Gantt Charts Part2: Team To Do Lists – Project Tracking Tools Part3: Project Status Reporting – Create a Timeline to display milestones Part4: Time sheets and [...]
I've combined this with the issue tracker since I like the automatic date stamp, but one thing I'm noticing is that I can't replicate the chart that goes along with the issue tracker because the cells that are referenced have the formula that inserts the time stamp instead of a the actual date value. All the dates of the last 30 days display 0 when they should have a value.
Is there a way around this?
I have edited the chart so that my team members can update the percentage completion of the assigned tasks. When the cell is updated, i would like the time stamp to update. How would I manipulate the formula to update whenever the drop-down list is changed?
[...] … ??? To Do List [...]
Excel is great however sometimes you need to get a better idea of what tasks each person on your team is working on at any given time. We've developed a web app that can do just that! Each person has a list of tasks, listed in the order they have to complete them.
HII,
I want to expand the database through excel where i am working on 11 cities as of now and i want to expand it upto 50 cities and hence forth the data related to it will also expand so i want to make it precise where i can get updates also that this work is required to be done at that particular day or date
Thanks for making all of this information available for free. I am currently using excel to track everything for the first time. I later plan to output our information here with a more visual presentation. Wish me luck!
Can some one point me out to some additional direction on the "Who Finished it?" column? Something more 'basic' for a newbie excel guy? lol I got everything else working on this tutorial but that column. I can't seem to recreate it and I know a lot of it is due to lack of knowledge with VB code. I'd like to recreate this column very much 🙁
Dear Chandoo,
Thanks for the team to do list, kindly let me know how to set the column who " finished it " from another work sheet
Hi Chandoo,
Unable to download it - can you please check the link and confirm.
Great inhisgt! That's the answer we've been looking for.
Hi Team,
I know u all are the best programmers in the world!!! that's I am here to rectify my issues. here is my question please ans me as soon as possible before 8-3-2017 its really urgent.
I have a project named the production tracker.
1) I require the user form which shows the names of the Associates which are linked to the different tracks. when the user is selected the particular track related details and dropdowns should appear.
2) I need to track the associate needs how much of the time to complete the particular task. with start stop and pause and resume timer.
3) It should display the daily count of the production and save the data to the another Excel file.
this production tracker should save all the data no matter how many people logs in into it.
Please help me for this it will be very appreciated.
you can directly email me on my mail ID: tusharkch694@gmail.com