CP024: Customize Excel to boost your productivity

Posted on October 30th, 2014 in Chandoo.org Podcast Sessions , Learn Excel - 28 comments

In the 24th session of Chandoo.org podcast, let’s customize Excel so we become productive.

CP024: Customize Excel to boost your productivity

What is in this session?

Each of us use Excel in our own way. And yet, we all end up using the same Excel. That is not fair. Shouldn’t the Excel of an accountant be different from Excel of a teacher?

In this podcast, lets understand some of the powerful & useful ways to customize Excel so that we can do our work better. Tune in only if you are serious about productivity.

You can get Excel Customization Handbook free. Listen to the podcast for instructions.

In this podcast, you will learn,

  • Announcements
  • Why customize Excel?
  • Customization options:
    • Excel Options
    • Quick Access Toolbar
    • Excel Ribbon
    • File menu / back stage view
    • Themes, styles & templates
    • Personal Macros
  • Closing thoughts & Bonus give away instructions

Listen to this session

 

Sneak-peek at our ready to use dashboard templates

In the podcast, I spoke about my upcoming product – Ready to use Dashboard Templates. They are releasing on 13th of November (Thursday), 2014. Meanwhile, take a sneak-peek at them.

Click on the images to enlarge.

Ready to use Excel Dashboard Templates from Chandoo.org example 1Ready to use Excel Dashboard Templates from Chandoo.org example 2Ready to use Excel Dashboard Templates from Chandoo.org example 3
Ready to use Excel Dashboard Templates from Chandoo.org example 4Ready to use Excel Dashboard Templates from Chandoo.org example 5Ready to use Excel Dashboard Templates from Chandoo.org example 6

Links & Resources for customizing Excel:

Customizing Excel Options & File menu

Customizing QAT & Ribbon

Working with Personal Macros

Related Podcasts

Transcript of this session:

Download this podcast transcript [PDF].

How do you customize Excel to stay awesome?

In the podcast, I revealed all my favorite ways to customize Excel. Now its your turn.

Go ahead and speak-up. Tell me how you customize Excel to maximize its potential. Please share your tips & suggestions in the comments area.

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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