Automatically Format an Excel File

Do you open the same type of Excel file every day, and make a few standard formatting changes, before you start to use it?

One of my clients was getting tired of manually formatting a daily list of customer information, and asked for some help. I suggested that she record a macro while formatting the file, and run the macro each day, when the new file arrives.

Other people in her company were in the same situation, so I set up a workbook with some fake data, and made a video, to show them the steps. I included a few Excel tips too, like using the F4 key to repeat the last action, and adding a button to the Quick Access Toolbar.


Watch the Record and Run a Macro video

If it’s something that you’d like to learn, or share with a co-worker (so they’ll stop asking you for help!), you can watch this short Excel video tutorial.