Change macro location of a custom button in ribbon - excel

It is possible to change the "location" of the macro that runs when clicking on a custom button that was added to the ribbon?
Let me explain the situation:
I'm starting from a template (let's say template.xltm, so my temporary file is template01) , which contains that ribbon code.
I save that template-sheet into the file I want, let's say file1.xlsm.
Now I want to click that button again in the ribbon, the code should be run from the file1.xlsm macro (that has the same function name) and not from that template file (template.xltm).

Adding the macro to the ribbon should be enough as the macro will run on the file it was activated from rather then the file it is stored in.
I have a whole bunch of different macros that I use regularly and needed quick and simple way to access it so I designated a workbook for my macros and created a custom tab with buttons for all macros I need.

Related

Is there a way to share a Excel VB Macro as a tool for all future workbooks?

I made a VB script that re-formats data exported to excel from a website so that it is compatible with a geocoder. As of now every export I have to go in, past the VB code run it and save the changes. I am wondering if there is a way to make the VB code available as a tool for all workbooks so it is just a matter of opening the xls file clicking a button and saving it?
To expand a little on BigBen's comment:
Open the Excel file with your code in. Open a new blank Workbook. Open up the VBA Editor (Alt-F11).
Drag the module which contains your code to the new workbook (in the left-hand navigator pane). You should see it add to this new Workbook.
Save you new workbook as MyFunctions (or whatever name you fancy) but choose the "Excel Add-in (*.xlam)" file type. You should see a new file appear in your folder as MyFunctions.xlam.
Back in Excel, from the File menu, choose Options (right at the bottom). And then Add-Ins from the left-hand list. At the bottom will be a drop-down box "Manage: Excel Add Ins". Hit Go...
You'll a list of the add-ins that your Excel knows about: some will be checked (that is they will be loaded at start-up) and some not.
Choose Browse, and navigate to wherever you saved MyFunctions.xlam. And double click on it. You may get a security warning (as your addin doesnt have a digital signature) but just go ahead and enable it (as you wrote the code: this is not blanket advice!). Close Excel (this remembers your choices).
When you next open Excel you should see your add-in file open in the VBA Editor, and your macros and UDFs available in whatever worksheet you are using.

macro in right click menu for all workbooks

I wrote several macro with SAP scripting and other features.
For few of my macros, i need to select a cell, and then run the macro.
All these macros are stored in a add in, hence all my macros are available on every workbook.
I would like to share my addin with my colleagues but I would like to make the macros available from the right click menu.
All pieces of code found here and elsewhere indicate to have a piece of code located in "thisworkbook" tab. Hence the custom right click menu is only available on a specified workbook.
Is it possible to have my macro stored in my add-in accesibble from right click menu for all workbook that I open/use ? like the macro ribbon ?
thank you

Turning Custom Ribbon Tab into Add-In

I am trying to turn a custom ribbon button I made into an add-in that others can use for any worksheet in Excel. I followed this StackExchange post on making a custom ribbon tab to make the ribbon button, and I have it successfully working within one workbook (one Excel Macro Enabled file).
How can I export the ribbon tab XML along with the VBA callback module so another user can use this in their Excel installation?
Thanks!
There are a few ways to do it. The simplest one is to put your .xlsm file in a known start-up folder like XLSTART.
To find the folders' location, in Excel:
Go to File > Options > Trust Center
Click Trust Center Settings...
Go to Trusted Locations
Put your file in one of the listed XLSTART or STARTUP locations.
The locations look something like this C:\Program Files\Microsoft Office\Root\Office<XX>\XLSTART\ for the whole computer, or like C:\Users\<User>\AppData\Roaming\Microsoft\Excel\XLSTART\ for the user.
When you restart Excel the file should be loaded automatically.
In addition: Saving your file as a .xlam will also make it behave as an add-in, and will not show the worksheet. You can find some information about the file type choice here Excel: Book or Addin.

Macro button under customized ribbon tab tries to open old Excel file

I created a custom ribbon tab on my Excel like Excel_app_v1.xlsm, and a button under this ribbon tab is connected to a macro. So when I click this button, the macro does some table importing applications.
The first strange thing is that I created this ribbon tab and the button for only this Excel file, but the ribbon tab and the button appear in all other Excel files, even if the original Excel file Excel_app_v1.xlsm is not open.
The second problem is that I created a second version of my previous Excel file with "Save-as" option. So the new Excel file is like Excel_app_v2.xlsm. When I click the button under the ribbon tab, it opens the first Excel file Excel_app_v1.xlsm, even if it is not open. I deleted the first Excel file, but then I got an error like "Couldn't find the Excel_app_v1.xlsm on the path".
So obviously the macro button under the customized ribbon tab is linked to the first Excel file, but I couldn't find the menu option to change this. I added ThisWorkbook before all the sheet expressions in the vba code, but it didn't solve the problem. The button-click is still trying to open the old excel file.
The VBA code is below. The button is linked to the Sub ImportTable. Firstly it asks the user if the user wants to continue with the process. It opens the previous Excel file right after clicking on the button, at the same time as the Message Box appears.
Sub ImportTable()
Application.ScreenUpdating = False
YearMonth = ThisWorkbook.Sheets("tab1").Cells(11, 2).Value
' The Macro button opens the previous Excel file before clicking Yes or No on the message box
answer = MsgBox("Warning! Brings the newest source file. You want to continue?", vbYesNo + vbQuestion, "")
If answer = vbYes Then
RunSASCodeViaBatFile ' Another Sub which runs bat file to run a SAS-code. But it doesn't matter. Because the problem happens before I click on Yes or No.
InsertSASFileIntoExcel
Else ' Nothing happens if clicking No on the Message Box
End If
End Sub
The clue to fixing this quickly was posted below by roncruiser, with one slight twist.
Everyone on the web seems to feel that PERSONAL.XLSB is the key here — nope. In fact, playing with that file only confounded me for even longer. Here's what I did instead:
Right click the Ribbon and select Customize The Ribbon;
Navigate to the offending macros that you've installed with buttons;
Find and click on Import/Export;
Export your custom buttons (the macros will go right along just fine);
Open that resulting file, and edit out the offending references to the other file that's causing you so much grief — example:
<mso:button idQ="x1:HideRows_0_EA10D6" label="HideRows" imageMso="_3DPerspectiveDecrease" onAction="!HideRows" visible="true"/>
I took out everything after idQ-"x1... up to the actual name of the macro. I also took out the same external reference found in onAction="... Take everything up to the bang mark.
Save this under whatever name you wish, but with the same extension (for my setup, it was called ExportedCustomizations.exportedUI (yes, that long an extension));
Repeat the first few steps here, but this time import your edited file.
Voila, all is golden.
No messing around with wiping out existing work and starting all over. Worked a charm for me, so a big tip o' The Hat to roncruiser for the clue.
Just to confirm what sumgain have write above.
It works perfectly just do as he said : remove the part after the "x1:" that refers to a specific workbook until the begining of the maccro's name.
example :
When you export your custom ribbon with the maccro attached to it it will be write like below :
idQ="x1:C:_FolderName_Filename.xlsm_Fill_Formulas_Cells"
THen you remove the part mentionned and it will become like that :
idQ="x1:Fill_Formulas_Cells"
Same for onAction keep only the Maccro Name
Then it will works perfectly as long as you the maccro's name in the workbook stay consistent if you modified the Macros name then you have to modified it in the exportedUI file.
Then when you will reload the new file you can check in the Excel Options customize ribbon on the customize button if you put the pointer on you will see "Maccro: Name of your maccro"
And not the path of the file the maccro was from.
No need to use custom UI editor or any other things such as personnal maccro at least for that and if you are not bother to have custom ribbon in all of your woorkbook.
As well it is obvious but still good to remind it, you need to have the maccro in the workbook this procedure is just there to call the maccro that are associate to the workbook, it doesn't contain the code of the maccro.
Cheers
Romain
Does this still work? I have done this in the past with success but can't seem to get it to work now.
I export the file, edit it and import it back in.
it appears to work, but when i close the Ribbon options pane, my custom buttons disappear.
Same exact thing happened to me. There's a way to get around this.
By default, when you create a macro in Excel and run that macro through a custom ribbon button, that ribbon button macro works only in the workbook that contains it.
To get around this and have the button macros work in all workbooks, you'll need to create a Personal Macro Workbook. Then any macros that you store in your personal workbook on a computer become available to you in any workbook whenever you start Excel on that same computer.
Create a Personal Macro Workbook
To get the same ribbon button macros to work on another computer, you'll need to copy the Personal Macro Workbook to another computer and store it in the XLSTART folder. The link above has all the information you'll need.
Note: Delete the old ribbon button macros. Make sure you create new ribbon button macros that reference the macros from your Personal Macro Workbook.

Non-portable Excel VBA macro behavior

I'm using Excel 2010 and adding a small VBA macro to a spreadsheet. (The purpose of the macro is to take the data on the active sheet and export it to a CSV file, but that's tangential to the question.) The macro determines the output path for the file using ThisWorkbook.Path. I also added a custom button to the Quick Access Toolbar to activate the macro.
After getting a working algorithm in place in my experimental spreadsheet (Test.xlsm, stored in one path), I made a copy of the spreadsheet in another path and renamed it to _Database.xlsm. Then I opened _Database.xlsm and ran the macro. To my surprise, the file was written to the original path, not the new one. And looking down at the Windows toolbar, I saw that Excel had opened the original file over in its original path as well.
After a lot of jiggering around with code tweaks, checking properties and such I finally found that I could prevent this by opening the copied spreadsheet, removing the Quick Access Toolbar button, re-adding it, and then saving the file. My questions are:
Why isn't the macro "independently portable" along with the spreadsheet? I.e. why does the copy maintain this kind of tie to the original sheet?
Is there a way I can create or modify the macro to make it portable in that sense?
If you want a toolbar/button to travel with a file (ie. not always link back to the original version) then you need to add it to the file itself, not to the QAT. The QAT only "knows" about the actual file you linked the button to.
It might be better to add the macro to your Personal Macro Workbook and then just have it operate on the ActiveWorkbook.
However, if you want to distribute it to other users, you can keep the macro in the "database" workbook and add a custom ribbon part. See: http://www.rondebruin.nl/win/s2/win001.htm

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