This is a tutorial about writing code in Excel spreadsheets using Visual Basic for Applications (VBA).
The advantages of Visual Basic: You can use the Excel Macro Recorder to build a code sample. Then you can change the sample code to a working one with a little time. You can find on the Internet and adapt a huge amount of VBA code for different tasks as VBA has a long history. You can test your ideas right in the Excel Visual Basic Editor. VB.NET examples for Excel add-in developers. How to develop plug-ins for Excel 2019, 2016, 2013, 2010, Excel 2003 - 2000 command bar buttons in Visual Basic.NET.
Excel is one of Microsoft’s most popular products. In 2016, the CEO of Microsoft said 'Think about a world without Excel. That's just impossible for me.” Well, maybe the world can’t think without Excel.
- In 1996, there were over 30 million users of Microsoft Excel (source).
- Today, there are an estimated 750 million users of Microsoft Excel. That’s a little more than the population of Europe and 25x more users than there were in 1996.
We’re one big happy family!
In this tutorial, you’ll learn about VBA and how to write code in an Excel spreadsheet using Visual Basic.
Prerequisites
You don’t need any prior programming experience to understand this tutorial. However, you will need:
- Basic to intermediate familiarity with Microsoft Excel
- If you want to follow along with the VBA examples in this article, you will need access to Microsoft Excel, preferably the latest version (2019) but Excel 2016 and Excel 2013 will work just fine.
- A willingness to try new things
Learning Objectives
Over the course of this article, you will learn:
- What VBA is
- Why you would use VBA
- How to get set up in Excel to write VBA
- How to solve some real-world problems with VBA
Important Concepts
Here are some important concepts that you should be familiar with to fully understand this tutorial.
Objects: Excel is object-oriented, which means everything is an object - the Excel window, the workbook, a sheet, a chart, a cell. VBA allows users to manipulate and perform actions with objects in Excel.
If you don’t have any experience with object-oriented programming and this is a brand new concept, take a second to let that sink in!
Procedures: a procedure is a chunk of VBA code, written in the Visual Basic Editor, that accomplishes a task. Sometimes, this is also referred to as a macro (more on macros below). There are two types of procedures:
- Subroutines: a group of VBA statements that performs one or more actions
- Functions: a group of VBA statements that performs one or more actions and returns one or more values
Note: you can have functions operating inside of subroutines. You’ll see later.
Macros: If you’ve spent any time learning more advanced Excel functionality, you’ve probably encountered the concept of a “macro.” Excel users can record macros, consisting of user commands/keystrokes/clicks, and play them back at lightning speed to accomplish repetitive tasks. Recorded macros generate VBA code, which you can then examine. It’s actually quite fun to record a simple macro and then look at the VBA code.
Please keep in mind that sometimes it may be easier and faster to record a macro rather than hand-code a VBA procedure.
For example, maybe you work in project management. Once a week, you have to turn a raw exported report from your project management system into a beautifully formatted, clean report for leadership. You need to format the names of the over-budget projects in bold red text. You could record the formatting changes as a macro and run that whenever you need to make the change.
Visual Basic for Applications is a programming language developed by Microsoft. Each software program in the Microsoft Office suite is bundled with the VBA language at no extra cost. VBA allows Microsoft Office users to create small programs that operate within Microsoft Office software programs.
Think of VBA like a pizza oven within a restaurant. Excel is the restaurant. The kitchen comes with standard commercial appliances, like large refrigerators, stoves, and regular ole’ ovens - those are all of Excel’s standard features.
But what if you want to make wood-fired pizza? Can’t do that in a standard commercial baking oven. VBA is the pizza oven.
Yum.
Because wood-fired pizza is the best!
But seriously.
A lot of people spend a lot of time in Excel as a part of their jobs. Time in Excel moves differently, too. Depending on the circumstances, 10 minutes in Excel can feel like eternity if you’re not able to do what you need, or 10 hours can go by very quickly if everything is going great. Which is when you should ask yourself, why on earth am I spending 10 hours in Excel?
Sometimes, those days are inevitable. But if you’re spending 8-10 hours everyday in Excel doing repetitive tasks, repeating a lot of the same processes, trying to clean up after other users of the file, or even updating other files after changes are made to the Excel file, a VBA procedure just might be the solution for you.
You should consider using VBA if you need to:
- Automate repetitive tasks
- Create easy ways for users to interact with your spreadsheets
- Manipulate large amounts of data
Developer Tab
To write VBA, you’ll need to add the Developer tab to the ribbon, so you’ll see the ribbon like this.
To add the Developer tab to the ribbon:
- On the File tab, go to Options > Customize Ribbon.
- Under Customize the Ribbon and under Main Tabs, select the Developer check box.
After you show the tab, the Developer tab stays visible, unless you clear the check box or have to reinstall Excel. For more information, see Microsoft help documentation.
VBA Editor
Navigate to the Developer Tab, and click the Visual Basic button. A new window will pop up - this is the Visual Basic Editor. For the purposes of this tutorial, you just need to be familiar with the Project Explorer pane and the Property Properties pane.
First, let’s create a file for us to play around in.
- Open a new Excel file
- Save it as a macro-enabled workbook (. xlsm)
- Select the Developer tab
- Open the VBA Editor
Let’s rock and roll with some easy examples to get you writing code in a spreadsheet using Visual Basic.
Example #1: Display a Message when Users Open the Excel Workbook
In the VBA Editor, select Insert -> New Module
Write this code in the Module window (don’t paste!):
Sub Auto_Open()
MsgBox ('Welcome to the XYZ Workbook.')
End Sub
Save, close the workbook, and reopen the workbook. This dialog should display.
Ta da!
How is it doing that?
Depending on your familiarity with programming, you may have some guesses. It’s not particularly complex, but there’s quite a lot going on:
- Sub (short for “Subroutine): remember from the beginning, “a group of VBA statements that performs one or more actions.”
- Auto_Open: this is the specific subroutine. It automatically runs your code when the Excel file opens - this is the event that triggers the procedure. Auto_Open will only run when the workbook is opened manually; it will not run if the workbook is opened via code from another workbook (Workbook_Open will do that, learn more about the difference between the two).
- By default, a subroutine’s access is public. This means any other module can use this subroutine. All examples in this tutorial will be public subroutines. If needed, you can declare subroutines as private. This may be needed in some situations. Learn more about subroutine access modifiers.
- msgBox: this is a function - a group of VBA statements that performs one or more actions and returns a value. The returned value is the message “Welcome to the XYZ Workbook.”
In short, this is a simple subroutine that contains a function.
When could I use this?
Visual Studio Code Read Excel File
Maybe you have a very important file that is accessed infrequently (say, once a quarter), but automatically updated daily by another VBA procedure. When it is accessed, it’s by many people in multiple departments, all across the company.
- Problem: Most of the time when users access the file, they are confused about the purpose of this file (why it exists), how it is updated so often, who maintains it, and how they should interact with it. New hires always have tons of questions, and you have to field these questions over and over and over again.
- Solution: create a user message that contains a concise answer to each of these frequently answered questions.
Real World Examples
- Use the MsgBox function to display a message when there is any event: user closes an Excel workbook, user prints, a new sheet is added to the workbook, etc.
- Use the MsgBox function to display a message when a user needs to fulfill a condition before closing an Excel workbook
- Use the InputBox function to get information from the user
Example #2: Allow User to Execute another Procedure
In the VBA Editor, select Insert -> New Module
Write this code in the Module window (don’t paste!):
Sub UserReportQuery()
Dim UserInput As Long
Dim Answer As Integer
UserInput = vbYesNo
Answer = MsgBox('Process the XYZ Report?', UserInput)
If Answer = vbYes Then ProcessReport
End Sub
Sub ProcessReport()
MsgBox ('Thanks for processing the XYZ Report.')
End Sub
Save and navigate back to the Developer tab of Excel and select the “Button” option. Click on a cell and assign the UserReportQuery macro to the button.
Now click the button. This message should display:
Click “yes” or hit Enter.
Once again, tada!
Please note that the secondary subroutine, ProcessReport, could be anything. I’ll demonstrate more possibilities in example #3. But first...
How is it doing that?
This example builds on the previous example and has quite a few new elements. Let’s go over the new stuff:
- Dim UserInput As Long: Dim is short for “dimension” and allows you to declare variable names. In this case, UserInput is the variable name and Long is the data type. In plain English, this line means “Here’s a variable called “UserInput”, and it’s a Long variable type.”
- Dim Answer As Integer: declares another variable called “Answer,” with a data type of Integer. Learn more about data types here.
- UserInput = vbYesNo: assigns a value to the variable. In this case, vbYesNo, which displays Yes and No buttons. There are many button types, learn more here.
- Answer = MsgBox(“Process the XYZ Report?”, UserInput): assigns the value of the variable Answer to be a MsgBox function and the UserInput variable. Yes, a variable within a variable.
- If Answer = vbYes Then ProcessReport: this is an “If statement,” a conditional statement, which allows us to say if x is true, then do y. In this case, if the user has selected “Yes,” then execute the ProcessReport subroutine.
When could I use this?
This could be used in many, many ways. The value and versatility of this functionality is more so defined by what the secondary subroutine does.
For example, maybe you have a file that is used to generate 3 different weekly reports. These reports are formatted in dramatically different ways.
- Problem: Each time one of these reports needs to be generated, a user opens the file and changes formatting and charts; so on and so forth. This file is being edited extensively at least 3 times per week, and it takes at least 30 minutes each time it’s edited.
- Solution: create 1 button per report type, which automatically reformats the necessary components of the reports and generates the necessary charts.
Real World Examples
- Create a dialog box for user to automatically populate certain information across multiple sheets
- Use the InputBox function to get information from the user, which is then populated across multiple sheets
Example #3: Add Numbers to a Range with a For-Next Loop
For loops are very useful if you need to perform repetitive tasks on a specific range of values - arrays or cell ranges. In plain English, a loop says “for each x, do y.”
In the VBA Editor, select Insert -> New Module
Write this code in the Module window (don’t paste!):
Sub LoopExample()
Dim X As Integer
For X = 1 To 100
Range('A' & X).Value = X
Next X
End Sub
Save and navigate back to the Developer tab of Excel and select the Macros button. Run the LoopExample macro.
This should happen:
Etc, until the 100th row.
How is it doing that?
- Dim X As Integer: declares the variable X as a data type of Integer.
- For X = 1 To 100: this is the start of the For loop. Simply put, it tells the loop to keep repeating until X = 100. X is the counter. The loop will keep executing until X = 100, execute one last time, and then stop.
- Range('A' & X).Value = X: this declares the range of the loop and what to put in that range. Since X = 1 initially, the first cell will be A1, at which point the loop will put X into that cell.
- Next X: this tells the loop to run again
When could I use this?
The For-Next loop is one of the most powerful functionalities of VBA; there are numerous potential use cases. This is a more complex example that would require multiple layers of logic, but it communicates the world of possibilities in For-Next loops.
Maybe you have a list of all products sold at your bakery in Column A, the type of product in Column B (cakes, donuts, or muffins), the cost of ingredients in Column C, and the market average cost of each product type in another sheet.
You need to figure out what should be the retail price of each product. You’re thinking it should be the cost of ingredients plus 20%, but also 1.2% under market average if possible. A For-Next loop would allow you to do this type of calculation.
Real World Examples
- Use a loop with a nested if statement to add specific values to a separate array only if they meet certain conditions
- Perform mathematical calculations on each value in a range, e.g. calculate additional charges and add them to the value
- Loop through each character in a string and extract all numbers
- Randomly select a number of values from an array
Now that we’ve talked about pizza and muffins and oh-yeah, how to write VBA code in Excel spreadsheets, let’s do a learning check. See if you can answer these questions.
- What is VBA?
- How do I get set up to start using VBA in Excel?
- Why and when would you use VBA?
- What are some problems I could solve with VBA?
If you have a fair idea of how to you could answer these questions, then this was successful.
Whether you’re an occasional user or a power user, I hope this tutorial provided useful information about what can be accomplished with just a bit of code in your Excel spreadsheets.
Happy coding!
Learning Resources
- Excel VBA Programming for Dummies, John Walkenbach
A bit about me
I'm Chloe Tucker, an artist and developer in Portland, Oregon. As a former educator, I'm continuously searching for the intersection of learning and teaching, or technology and art. Reach out to me on Twitter @_chloetucker and check out my website at chloe.dev.
Office Add-ins run inside an Office application and can interact with contents of the Office document using the rich JavaScript API.
Under the hood, an Office Add-in is just a web app that you can host anywhere. Using a manifest.xml
file, you tell the Office application where your web app is located and how you want it to appear. The Office application takes care of hosting it within Office.
Step 1: Get set up
Follow the instructions to Create an Office Add-in using any editor to install the necessary prerequisites, and use Yo Office to create a new add-in project. The following table lists the project attributes to select in the Yeoman generator.
Option | Value |
---|---|
New subfolder | (accept the default) |
Add-in name | Outlook Add-in |
Supported Office application | (select Outlook) |
Create new add-in | Yes, I want a new add-in |
Add TypeScript | No |
Choose framework | Jquery |
Use Visual Studio Code to develop your Office Add-in!
Visual Studio Code is a great tool to help you develop your custom Office Add-ins regardless if they are for Outlook, Word, Excel, PowerPoint and run in the web clients, Windows clients, iOS clients or on macOS!
Getting started
Open the project in Visual Studio Code by entering the following on the command line from within the same folder where you ran the generator:
Open the manifest.xml
file that was created by Yo Office and locate the SourceLocation
node. Update this URL to the URL where you will host the Add-in.
Tip: If you are using an Azure Web App as the host, the URL will look something like https://[name-of-your-web-app].azurewebsites.net/[path-to-add-in]
. If you are using the self-hosted option listed above, it will be http://localhost:3000/[path-to-add-in]
.
Debugging your Office Add-in
VS Code does not currently support client-side debugging. To debug your client-side Add-in, you can use the Office web clients and open the browser's developer tools and debug the Add-in just like any other client-side JavaScript application.
If you are using Node.js or ASP.NET Core for server-side logic that supports your Office Add-in, refer to the Debugging page to configure VS Code for debugging either of these runtimes.
Install the Add-in
Office Add-ins must be installed, or registered, with the Office application in order to load. This is done using the manifest.xml
file you modified earlier.
Side loading Mail Add-ins
Excel Viewer Visual Studio Code
Mail Add-ins can be installed within the Outlook Web App. Browse to your Outlook Web App and login. Once logged in, click the gear icon in the top-right section and select Manage add-ins:
On the Manage add-ins page, select the + icon and then select Add from a file.
Locate the manifest.xml
file for your custom Add-in and install it, accepting all prompts when installing it.
Once that's done, select an existing email and you will see a horizontal bar below the email header that includes the Add-in:
Next try creating an email, click the Add-ins or Apps menu item to get the Task Pane to appear:
Select the Add-in and see it appear in the Task Pane:
Deploying Add-ins to the Office 365 Tenancy's App Catalog
All Office Add-ins (including Mail Add-ins) can be installed from your Office 365 tenancy's App Catalog site. Log in to your Office 365 portal. In the left-hand navigation, towards the bottom, select the Admin / SharePoint option:
Visual Studio Office Add In
From the SharePoint Admin Center, select the Apps option in the left-hand menu and then select the App Catalog. On the App Catalog page, select the Apps for Office option and upload the manifest.xml
file.
Install Content & Task Pane Add-ins in Word / Excel / PowerPoint
Depending on the type of Add-in you created, you can add it to one of the Office applications. Task Pane and Content Add-ins can be installed in Word, Excel & PowerPoint. Mail Add-ins can be installed in Outlook.
To install an Add-in within an Office application, select the Insert tab and click the Office Add-ins button, as shown here using the Excel Web App:
Visual Studio Code Excel Add-in
Using the Office Add-ins dialog you can select Add-ins you've uploaded to your Office 365 tenancy's App Catalog (listed under My Organization) or acquire Add-ins from the Office Store.
Next steps
Visual Basic And Excel Tutorial
Check out the other pages on the VS Code site to find out how you can leverage more capabilities of the editor when creating custom Office Add-ins:
Visual Studio Code Excel Vba
- Language Overview - You can write Office Add-ins in many languages. Find out what VS Code has to offer.
- User Interface - Just starting out with VS Code? This is worth reviewing.
- Basic Editing - Learn about the powerful VS Code editor.
Common questions
Can I create an Office Add-in with the generator and use VS Code regardless of the language or client-side framework?
Excel Visual Studio Add In
Yes, you can. You can use pure HTML, Angular, Ember, React, Aurelia... anything you like!
Can I use TypeScript to create my Office Add-in?
Absolutely, VS Code has great support for TypeScript!