Using macros in Excel 2003

Given that computers are supposed to save time and make life easier, it can seem as if we spend a lot of our computer time doing the same tasks over and over again, whether it's signing off a letter, changing the formatting of a Word document or sorting cells in a spreadsheet.

The solution is to get your computer to perform a set of tasks automatically when you enter a prompt, which you can do by creating a macro. Macros help make your computer work the way you want it to and can be great time savers. The best news of all is that they are easy to set up using tools built into Office programs such as Word and Excel, as well as other software.

Complete this phrase

Anyone who uses Word on a regular basis will be familiar with the prompts that the software occasionally offers as you type; these will appear as a word or phrase displayed above the cursor. This is the calling card of the AutoText feature, one of the simplest and most handy macros already present in Office, which recognises a long word or phrase as you start to type it and offers to complete the rest of it for you.

All you have to do to complete the phrase is press the Return key when the prompt appears. Many common phrases are already included in the AutoText list, such as 'Dear Sir or Madam' and 'Best wishes'. It's also easy to add your own phrases if you find yourself writing the same text often.

To do this, click on the Insert menu and select AutoCorrect from the options listed, then select AutoText in the submenu. Type the phrase you want to add into the text box at the top of the window and click on the Add button. The next time you start to write the phrase, Word will offer to complete it for you.

Use AutoCorrect Option

Word also checks your spelling and grammar as you type. When the program finds a word that it thinks is incorrectly spelt, it will underline the text with a red wiggly line. The green wiggly lines under your text flag up grammatical errors.

If Microsoft Word is not highlighting spelling errors in this way, you can activate this feature in the Options menu. Click on the Tools menu and select Options. Click on the Spelling and Grammar tab and check the box marked 'Check spelling as you type' and make sure there are no ticks in the box marked 'Hide spelling errors in this document'.

If you find that Word is flagging up the same mistyped words frequently, you can set the program to correct these words automatically using the AutoCorrect tool. Right-click on that word when Word underlines it in green, and select AutoCorrect from the menu that appears and select the correct spelling. Word will then always correct that word for you.

You can also add words to the AutoCorrect list by selecting AutoCorrect from the Tools menu and, under the AutoCorrect tab, entering the incorrect spelling of the word you wish Word to correct in the box labelled Replace and the correct spelling in the box marked With. Click on Add then OK to add your entry.

AutoCorrect also works in Excel. You can make additions to the list of misspelt words AutoCorrect will put right by selecting AutoCorrect from the Tools menu and following the same steps.

Create a formatting Macro

You can also create your own macros from scratch to change the formatting of text in Word, for example. Both Word and Excel feature a tool that allows you to 'record' a macro, in other words you can show Word or Excel exactly what you want it to do by actually doing it. The software will remember this and perform these tasks automatically when prompted next time.

To record a macro in Word, open a document containing text that you want to apply changes to. Click on the Tools menu and select Macros, then select the Record New Macro option. A dialogue box will appear on screen. Enter a name for the macro in the text box marked Macro name. Choose something that describes the task you're asking Word to perform so you'll know exactly what the macro does.

You should also ensure that the drop-down menu labelled Store macro in is set to All Documents (Normal.dot). This will ensure that you can use the macro in all Word documents. If you don't select this option, you may see an on-screen security message when you try to open a new Word document, and the program may disable the macro.

Just below the Macro name box you'll see two buttons, one marked Keyboard and another marked Toolbars. These let you assign a keyboard shortcut to activate the macro or add it to a toolbar.
If you want to assign a keyboard shortcut to a macro click on the Keyboard button and in the dialogue box that appears, enter the keystroke combination you want to use - Ctrl+8, for example - in the text box marked Press new shortcut key.

You can do this just by pressing these buttons in the sequence you want to use them in. If there is already an action assigned to that keystroke combination, the text under the box will alert you. Now click on Assign.

Alternatively, you can create a toolbar button by clicking on the Toolbar instead of the Keyboard button. In the dialogue box that appears, click on the entry listed in the Commands menu, (this will have a name like Normal.NewMacros.Macro10, but don't worry about this for now) hold down the mouse button and drag and drop the icon onto a toolbar to create a button for the macro. Right-click on it and in the text box marked Name in the menu that appears, type in a new name.

Record breakers

Once you've created a keyboard shortcut or a toolbar button, the cursor will change to an arrow with a small cassette next to it. This shows that Word is now recording what you do. A small floating toolbar will also appear on screen with a stop and a pause button on it.

You won't be able to select any text with the mouse in this mode because the text you're using to record your macro may not be the same as the text you'll want to use the macro on in future.

You can still select text if you really need to by holding down Shift and pressing the arrow keys, but only do this if you will be selecting exactly the same amount of text every time you run the macro. If you want to select all the text in a document, press and hold the Ctrl button and press A.
Now perform the formatting tasks you want Word to execute every time you run the macro - you might want to change the font or indent paragraphs - and when you've finished, click on the Stop button in the floating toolbar.

It might not look like anything has happened, but Word has recorded the changes you've made to the format of the document. To check your macro has been created, either try the keyboard shortcut or toolbar button you assigned, or go to the Tools menu, select Macro and then the Macros option. A window will appear with a list of macros, and the one you've just created should be listed here. Things are a little different when you create macros in Excel. You can still access the Record new macro tool by selecting Macro from the Tools menu, but the dialogue box that appears only gives you the option of assigning a keyboard shortcut to the macro.

Select a key to use in combination with the Ctrl key and enter this in the box to the right of Ctrl+ in the dialogue box. Make sure you select the Personal Macro Workbook option from the drop-down menu labelled Store macro in this dialogue box.

The process of recording is exactly the same as in Word. If you want to use a toolbar button to run the macro in Excel, though, you'll need to do this after you've created the macro. Right-click on the toolbar you want to add the button to and select Customize.
Now click on the Commands tab and scroll down to Macros in the Categories menu. Drag and drop the Custom Button icon onto the toolbar and click on the Modify selection button in the Customize dialogue box. Select Assign macro from the menu then click on the macro you wish to assign to the toolbar button and press OK.

Image fixes on the double

We've concentrated on macros in Word and Office but you can use macros in other software such as Paint Shop Pro. Image-editing software macros can be useful if you want to apply the same effect on a batch of photos or apply the One Step Photo Fix to all your pictures for quick image editing, for example.

To do this, open a photo in Paint Shop Pro and click on the File menu. Click on Script, then Start recording. Click on the Enhance Photo button and select One Step Photo Fix. Click on File, Script, then Save Recording. Give it the name Batch Photo Fix and click on Save then close the photo.

To use the macro, click on File, then Batch and then Process. To select all the files in a folder, go to that folder in the top part of the window and press Ctrl+A. Click on Browse in the Script section and select the Batch Photo Fix macro. This will apply the One Step Photo Fix to all of the images selected.

In Save options, change Type to JPEG, then click on Browse to select a folder to save the images to or create a new one using the middle icon. Click on Start to adjust all of the pictures. A window will appear showing the progress of the job. When it has finished all of your photos will be in the new folder ready for printing.

Get Cracking

Macros are a great way of automating repetitive tasks and saving you time when using a whole range of programs. If you receive a macro from someone else via email you should be wary of running it on your computer for security reasons, as these files can be used to spread viruses.

Stick to creating and running your own macros, though, and there's no reason to miss out on the advantages on offer. You can create a macro to automate just about any task in Word or Office. The only limit is your imagination.

13 Lucky Tips for MS Word 2003

1. Date
To stop Word from adding today's date to any year you type, changing, say, 'Letter 2004' to 'Letter 2004-08-22', go to the Insert menu, click on AutoCorrect and select AutoText in the next menu. Untick the box marked 'Show Autocomplete Suggestions'. If you want to use an AutoText shortcut in future, type the abbreviation and press F3.

2. Add places
Add a folder to the Places Bar in Word 2002's Open and Save boxes to help you find files quickly. Find the folder you require in Windows Explorer, highlight it and then click on the Tools menu. Now click on the option marked 'Add to My Places'. If you are a Word 2000 user, you can download a Microsoft add-on to customize the Places Bar here.

3. Turn off fast save
Fast saves aren't much faster than normal saves and instead of properly saving your document, Word just appends anything you have added to the text to the end of the file. Nothing is ever deleted from the document file, so it can end up being huge. It's best to turn off fast saves by going to the Tools menu, clicking on Options, then on the Save tab and removing the tick from the 'Allow fast saves' checkbox.

4. No mouse styles
If you often write the same style of documents in Word, you may be aware of the Styles option, which can reduce the time you spend formatting a document. You can assign a keyboard shortcut to a style so that you don't have to use the mouse to find it by going to the Tools menu, then Customize, then pressing Keyboard and selecting Styles from the list on the left.

5. Follow style
If your styles naturally follow one another, say a particular text style always follows a particular headline style, you can cut down further on the time required to select them by going to the Format menu, and selecting Style. Choose the relevant style and click on Modify, then choose another from the box marked 'Style for following paragraph'.

6. Repeat find
To find a piece of text, press F3, enter the text you're looking for in the text box and press Enter. You don't need to keep the box open to find other instances of this text, however. Click on Cancel, and notice that the double arrows at the bottom of the right-hand side scroll bars have turned blue. Clicking on one of them will take you to the next place this text occurs, either forwards or backwards through the document, depending on which button you click.

7. AutoCorrect
AutoCorrect allows you to change text automatically as you type it, which can be handy for correcting frequently mistyped words. Click on the Tools menu, then on AutoCorrect and enter a piece of text in the left-hand column. Whenever you type it, it will be replaced by the text in the same row in the right-hand column of the dialogue box.

8. Select lots of text
It can be very difficult to select more than a few paragraphs of text at once using only the mouse, particularly if you have a fast PC, as the text will shoot past before you notice. But you can select large amounts of text easily by clicking where you want your selection to start, then navigating to the end of the intended selection using the mouse wheel or scroll bars. Then just hold down Shift and click again to select the block of text.

9. Saving grace
If you are working on several documents at once, you can save them all without closing Word in the process. Just hold down Shift and click on the File menu. You will see a new option Save All. There is also an option to Close All if you want to do so without closing Word.

10. Simple formatting
If you're going to create a number of documents that are similar in appearance, it's best to use styles to format text rather than applying the formatting yourself. This ensures that you can change it easily throughout the documents, if you need to. You can, however, use the Format Painter to copy the formats from one paragraph and apply it to another. Select the Format Painter button from the Word toolbar and click on the portion of text you want to copy a format from. Now drag the pointer over the selection you want to apply the formatting to.

11. Scraps
You can create 'scraps' in Word, which are small blocks of text from a document. Highlight some text in an open document and drag it to the Desktop, and you will see it appear as a document scrap. You can arrange and rename your scraps on the Desktop, and simply drop them back into Word documents as you need them. The scraps can be pasted into most other applications too.

12. Snappy corrections
Instead of using the spell checker once you've finished writing a document, you can correct words as you type. Right-click on a red-underlined word, and Word will show you a menu of replacements it thinks are suitable. This also works for green-underlined phrases that Word thinks are not grammatically correct. Right-clicking them will again open a menu with suggested replacements.

13. Microsoft Word 2003/XP shortcut keys
Most of us spend more time using Microsoft Word than any other Office application, so make use of our handy guide to Word's shortcut keys and cut down the time you spend hunting for what you want among the many menus and toolbars.View full list of Microsoft Word Keyboard Shortcuts.

Inserting an Excel XP worksheet into a Word XP document without opening Excel

It can be very handy to insert an Excel worksheet into your Word document, especially for business reports, and other documents that might have spreadsheets in them. To do this, simply:

  1. Click on the Insert Microsoft Excel Worksheet button in the Word toolbar (the little grid with the Excel logo in it).
  2. When the drop-down menu appears, select the number of cell you wish to insert.
  3. Once the cells are in your document, you can size them, and add the appropriate information to them.

If you do not have the Insert Microsoft Excel Worksheet button on your toolbar you can add it by simply:

  1. Clicking on the Tools menu in toolbar.
  2. Clicking on Customize.
  3. Once the Customize dialog box is open, click on the Commands tab.
  4. Under Categories, click on Insert.
  5. Under Commands, scroll down to Insert Microsoft Excel Worksheet, and click and drag it to the location of your choice on your toolbar.
  6. You will now have this button in your toolbar

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