How to insert a macro in Excel

You can watch a video tutorial here.

Macros in Excel are programs that are written in a language called VBA (Visual Basic for Applications).  These programs are written to automate tasks in Excel, particularly those that are performed repeatedly.  Macros are usually saved with a workbook and if the workbook has the extension .xlsm, then it has a macro associated with it. A macro in a workbook can be run from an option on the Developer menu, but it can also be assigned to a button in the worksheet or on the ribbon.

Option 1 – Insert a macro into a worksheet

Step 1 – Select the form control

  • Go to Developer > Controls
  • Expand the Insert menu
  • Select the Button (Form Control)

Step 2 – Draw the button

  • The cursor changes into a drawing tool
  • Draw a box on the worksheet

Step 3 – Assign the macro

  • The Assign macro box opens
  • Select the ‘Revenue’ macro
  • Click OK

Step 4 – Name the button

  • Double-click on the name on the button
  • Type the new name

Step 5 – Check the result

  • The button is displayed on the worksheet
  • Click the button to run the macro

Option 2 – Add it to a custom group on the ribbon

Step 1 – Open the Excel Options box

  • Go to File > Options

Step 2 – Create a new group

  • Select Customize Ribbon
  • Select the Home option
  • Click on New Group

Step 3 – Open the Rename box

  • Select the new group
  • Right-click and select Rename from the context menu

Step 4 – Name the group

  • Select a symbol for the group
  • Type the name ‘Macros’
  • Press OK

Step 5 – Choose the Macros list

  • Under Choose commands from select Macros

Step 6 – Assign the macro

  • Select the ‘Revenue’ macro
  • Click Add
  • The macro is added to the custom group
  • Click OK

Step 7 – Check the result

  • The macro is added to the ‘Revenue’ group on the Home ribbon
  • Click the button to run the macro