---
title: "Creating And Attaching Macros"
slug: "creating-and-attaching-macros"
updated: 2024-03-01T09:41:46Z
published: 2024-03-01T09:41:46Z
canonical: "documentation.infinite.com/creating-and-attaching-macros"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

[Video](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/01gCreatingAndAttachingMacros.mp4)

[Video](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/01hRemovingMacros.mp4)

## 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.