How to Record a Macro in Excel

Step 1: Open a new Excel Workbook. 

Step 2: Turn on the Developer Tab on the ribbon (The Developer tab is by default hidden).

To personalize the ribbon, do the following, Anywhere on the ribbon, use the right mouse button to choose (by clicking) Customize the ribbon.

 

Step 3: Place a check in the Developer checkbox by selecting Customize the ribbon from the menu. Click “OK”.

Step 4: The developer tab has been added to the ribbon. To configure a macro, on the Developer tab, go to Code group and click Record Macro.

 

Step 5: You’ll see the Record Macro dialogue box.  

Give your macro a name and specify the shortcut that will run it. Click “OK.”

Things to remember

The macro name should start with a letter and contain no space, symbol, or punctuation marks.

  • Shortcut key(optional): The shortcut key must be unique, for example, it shouldn’t be ctrl+v which is for paste
  • Description: This is useful for you and the user for understanding the purpose of the macro.

Give the macro its name, shortcut key, and description.

Note: Every step you perform from now on will be recorded by the macro. For Example, We added some sample data in Book 1.

sample data 

Let’s now change the header’s format and add some colors.

changing the header’s format 

Step 5: Once you are done, go to the developer tab and click stop recording. The macro has recorded the steps.

all activities are recorded.

How to Configure Macros in Excel

An action or collection of actions can be recorded, named, stored, and executed as many times as necessary and whenever desired using an Excel macro. We can automate repetitive data manipulation and reporting processes that need to be done repeatedly by using macros. You can record a macro and save it with any name to run it whenever you open the workbook that contains this macro.

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