Creating And Attaching Macros

Abstract

Product: Data Insight Tool

Creating And Attaching Macros.

• Macros automate certain procedures or calculations in Microsoft Excel.

• It is recommended that you research Macros in Microsoft Excel to understand their function, what they can do, and how they can be applied to your Data Insight Tool reports.

• It is recommended that you download the report from Data Insight Tool that you are going to use to create the Macro.

Relevant eLearning

Process

Create A Macro in Excel.

1. To create a macro in Excel, you must first enable the Developer tab in Microsoft excel. The process for enabling the Developer tab in Excel is different depending on your version of Microsoft Excel. In versions of Excel after 2007, access Excel options.

2. Select Customize Ribbon, and check Developer.

3. Select OK.

4. The developer tab is now available. Use the Record Macro function to record the Macro on your Excel Workbook.

5. When the Macro is recorded, save the workbook as a Macro enabled workbook.

Attach The Macro to A Report.

1. To attach the macro to a Data Insight Tool report, in Data Insight Tool, select the report, and select Attach/Replace Macro.

2. Select Choose file, and select the saved Macro enabled workbook.

3. Select Attach.

4. When the report is run and downloaded, the Macro is automatically run on the report.

Removing Macros.

1. To remove a Macro from a report in Data Insight Tool, select the macro enabled template, and select Remove Macro.

2. A notification appears, select Remove to remove the macro, or Cancel to leave the Macro.