Nov 29 2010

How to Use Your Personal Macro Workbook

For any of the repeating tasks that you do through macros, Excel provides a way to have those commonly used actions always available to you. Instead of copying the macros you use frequently to every workbook, Excel gives you use of a Personal Macro Workbook.


Quickly Create Your Personal Workbook
Follow these steps to create your own personal.xls file:

  1. Create a new personal.xls file in the XLStart folder.

    Navigate to C:\Program Files\Microsoft Office\Office 10\XLStart (default install location). The quickest way to create the new file is to right click in the folder and click New–>Text Document. Then just rename that file to Personal.xls.

  2. Select from the menu bar: Tools–>Macros–>Record New Macro
  3. The box below will appear and you will now be able to record a macro to your personal workbook. Select “Personal Macro Workbook”.
  4. PersonalWorkbook

Hiding and Unhiding the Personal Workbook
Hiding your personal workbook is as easy as selecting Window from the menu bar, clicking Hide and choosing the workbook you would like to hide. Unhiding is much the same way. Just select Window–>Unhide and then select the workbook you would like to unhide.

Using the Personal Workbook
You can use the personal workbook in multiple ways. You can use any of the macros saved to this workbook any time you open a spreadsheet. Just select Tools–>Macro–>Macros and choose the macro to run. All macros in your personal workbook will be preceded by “PERSONAL.XLS!”.

You can also assign shortcuts of your choice to the macros that you keep in your personal workbook (ie. ALT+SHIFT+L) to quickly run your macros without going to the menu bar. Adding shortcuts can be done by selecting the macro you want to run and choosing edit from the options at the right. You can then assign your shortcut in the settings for that macro.

Personal Workbook in VBA Editor

Personal Workbook in VBA Editor

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