How to add your own Macros to Excel Ribbon [quick tip]

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Do you know that in Excel 2010 you can create your own Ribbon tabs and add anything to them, including your own macros? Today, we are going to take a look at this useful feature and learn how to add your own macros as buttons to Excel Ribbon.

Add your own macros to Excel Ribbon - How to

Steps to Add your own macros to Excel Ribbon [Excel 2010]

Step 1: Go to Excel Options to create a new ribbon

The first step is simple. Click on File menu and go to Excel Options. From here, click on Customize Ribbon.

Customize Ribbon > Add a New Ribbon - Excel options

Step 2: Add a Ribbon for your macros, Add your macros

This step is even simpler. Just create a new tab, add new groups as needed and add your macros. To add macros,

  • Choose macros from the leftside area, then select all your personal macros and add them to your own ribbon.

Add your own macros to Excel Ribbon - how to  - Step 2

Bonus tip: You can also change or set icons for your macros. So that they look awesome on your new ribbon.

Step 3: Click ok and be done!

Really there is no step 3. Just click ok and play with your new ribbon.

Things to keep in mind while creating new ribbons

With Excel 2010, Microsoft introduced the capability to create and customize ribbon. While this is a powerful feature, it does have some gotchas. Keep these in mind while adding new ribbons or customizing existing ones.

  • When you add a group or tab, excel doesn’t ask you for a name. Make sure you click on “rename” button to change the name to something you remember.
  • You cannot add commands to an existing excel defined group. You can however add groups to existing ribbons.
  • The ribbon and QAT customizations you do are local to your installation of excel only.
  • However, you can export the customizations and import them to other computers.

Do you use Customized Ribbons in your Excel?

Even though this is a very powerful feature, I have not used it much as most of what I do is found on regular ribbons. However, for those of you frequently accessing a set of features, you can add all of these (and any personal macros) to a custom ribbon and get rid of everything else. It looks clean and saves a lot of mouse travel.

What about you? Do you use customized ribbons? Have added macros to them? Please share your experience using comments.

Add VBA & Macros to your Skills Ribbon

Do you know that you can join our online VBA Classes and learn how to create powerful macros from scratch? Our online VBA Class is a step by step program aimed to teach you all the basics and advanced macro programming so that you can save time, look awesome and get things done faster. Click here to join us today.

Online VBA & Macros Classes from Chandoo.org

References to Learn More

Ribbon & Quick Access Toolbar help us find what we want and do. That said, they are not the easiest interfaces for those of us migrating from menus & t0olbar world (read Excel 2003 or earlier). Do not worry, we have a lot of helpful material on these topics. Check out,

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23 Responses to “Displaying Text Values in Pivot Tables without VBA”

  1. sam says:

    Its possible to display up to 4 text values.

    Have a look at the screen shot of an example that I had posted way back at the EHA and figure out how its done !

    http://tinypic.com/r/muzywk/6

  2. ruve1k says:

    With Excel 2010 you can use Conditional Formatting to apply custom number formats which can display text. (In older versions you can only modify text color and cell background color, but not number formats.) Using CF allows for an even larger number of different display values.

  3. soumya says:

    Hey,
    Thanks, this helps. But how do you do it for multiple values where there is a huge amount of non repeating  text? 

  4. [...] Pivot Tables take tables of data and allow the user to summarise and consolidate the data at the same time. This is a great and very fast method of analysis but is restricted to handling mathematical functions on the value field resulting in numerical summaries. – read more [...]

  5. […] Read more here: Displaying Text Values in Pivot Tables without VBA […]

  6. Jon Gali says:

    There is a very good way actually for handling text inside values area.
    First you create a special column on the very left side and call it ID, and put unique ID (numbers only), and then create a pivot table with:

    Row Labels and Column labels as you like, and in the Values labels use the unique ID number.

    Move the unique ID number (copy paste) somewhere to the right and use vlookup to load the data you need using the ID as reference.

    It is a bit longer way but for me it works perfectly to combine values as you like in any moment.

    hope helps.

    Regards,

    Jon

  7. Linda says:

    Thank you! I finally understand pivot tables thanks to your clear, concise explanations and examples.

  8. Danzi says:

    Good Day. This is exactly what i have been looking for. However when i try it on my pivot table or even when i try to recreate this exercise using the sample worksheet, i get this error:

    "Microsoft Excel cannot use the number format you typed. Try using one of the built-in number formats."

  9. Hiren says:

    pls. help in table there is name, pan. amount. i have to make pivot table for example
    NAME PAN AMOUNT
    MR.X AAAAC1254T 500.00
    MR.Y AAABR1258C
    MR.A CFVDE2458T
    MR.Z AAVCR12548C
    MR.X AAAAC1254T
    MR.Z AADCD245T

  10. Hiren says:

    pls. help in table there is name, pan. amount. i have to make pivot table for example
    NAME PAN AMOUNT
    MR.X AAAAC1254T 500.00
    MR.Y AAABR1258C 1000
    MR.A CFVDE2458T 2000
    MR.Z AAVCR12548C 5451
    MR.X AAAAC1254T 45564
    MR.Z AADCD245T 4500
    how to get pivot tabe so i get PAN no. against Name.

  11. Letitgo says:

    I found an easy way to get text values in pivot table.

    I create an other worksheet in wich each cell has a formula that copy the pivot table. The trick is that the formula does a lookup for the numbers in the pivot table.

    The formula looks like that:
    =IF(ISNUMBER(table!A1);VLOOKUP(table!A1;Code!$A$1:$B$65;2);IF(ISBLANK(table!A1);" ";table!A1))

    Code is a worksheet where there is a liste of text /numbers correspondance.

    As a bonus The new sheet is easier to format

    Additional trick:
    In my case, i encoded differents codeid with a power(2, codeId-1) so that summing then is equivalent to concatenate them.

    1-A
    2-B
    4-C
    8-D

    yields :

    5 - AC
    14 - BCD

  12. Tushar says:

    Hi
    I want to ask if pivot can display dates in pivot field. As in a column i have customers and in row different items i want to know there last purchase date. anyone help in this??

  13. Tushar says:

    Hello Guys, Need your help
    I am doing some analysis of the cycle time of the product i.e how much time a product takes from manufacturing to the central warehouse.
    I have batch numbers for the product and against them i have to pull out the diff. dates
    Like the base date is from where the manufacturing start. So i have the batch number,against it's manuf. date. Now i have to pull out the date when it was quality released.
    I have the quality released data but the data have duplicates, like i will have two dates or may be three for the same batch. So my main objective is to pull out the date which is latest among them.

    BATCH NO. DATE of Mfg. DATE of Quality release
    A1 12/4/2014 (HERE I HAVE TO PULL value)

    Next Sheet
    BATCH NO. DATE of Quality Release
    A1 14/5/2014
    a2 23/5/2016
    A1 12/5/2014
    A1 13/6/2014

    From this sheet i have to pull up the latest date format of date here is dd/mm/yyy

    TIA

  14. […] needed to present text instead of counts in a pivot table value column. Here is an excellent resource for Excel manipulation, in addition to an overview of pivot […]

  15. Kyrene says:

    This is great thank you.

  16. Rabiul says:

    Wow!!! Excellent!! It helped me a lot.

  17. I am developing training tracking sheet for 200 employees with training completed date. Each employee will be attending 25 courses. How to indicate actual dates in pivot table value field.

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