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Once the data is imported, stop recording the macro.With the macro recording, import the data file like you normally would.Open the Excel Template file containing our “FormatData” macro.The process of opening this file and importing it can be easily made into a macro as well: C:\Data\data.csv is always the most recent data). Hypothetically, assume our source data file, data.csv, is produced by an automated process which always saves the file to the same location (e.g. While the recording action used in this article will likely fit most needs, more highly customized actions or conditional actions would require you to edit the source code. Of course, you can edit this code or even create new macros entirely inside of the code window. The window that opens displays the source code that was recorded from our actions when creating the macro. To view the code that makes our macro run, from the Macros dialog click the Edit button. Once you have saved the file as a template, go ahead and close Excel.īefore covering how we can apply this newly recorded macro, it is important to cover a few points about macros in general: Alternately, you can save the file as a legacy template (XLT) file, which will allow macros to be run. It is important to note that if you save this as a standard template (XLTX) file then macros will not be able to be run from it. With the data now cleared (but the macros still included in the Excel file), we want to save the file as a macro enabled template (XLTM) file.

To do this, select all cells and delete them.

However, before we do that, we first need to clear all the existing data so that it is not embedded in our template (the idea being every time we use this template, we will import the most up-to-date data). In order to use our newly recorded macro, we have to save our Excel Workbook in a macro enabled file format.

Since we are satisfied with the results, stop the recording of the macro.Ĭongratulations – you have just created an Excel macro.