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NEXT-LEVEL

EXCEL
MACROS
Save 200+ hours a year across all kinds of common tasks in Excel and beyond!
ABOUT THIS GUIDE
Background
If you want to work more efficiently in Excel, this guide is for you! It contains 52 macros that make Excel easier, faster, and
more powerful, benefiting new and seasoned users across all kinds of roles and industries. These may save you a few
seconds dozens of times a day, or over an hour a couple times a year, or anything in between. A common theme you’ll find is
automating as many repetitive steps as possible – big and small – and reusing as much thinking as possible using shortcuts,
defaults, and saved settings. This aligns with our mantra “Think once, Apply often, and Refine when needed.”

All 52 macros are included in the XLEV8 Excel Add-in, along with hundreds of others. Learn more at
https://excelevate.co/wp/home/xlev8-add-in/

Why use this guide


This guide was designed for three reasons: 1) let you know there’s a better way to use Excel, 2) give you ideas to enhance
your Excel knowledge, and 3) give you ways to save a lot of time in Excel (potentially 200+ hours a year!). You may have
others you find are helpful – we’d love to hear about them!

How to learn more


We offer training on Excel (including these macros!), efficiency, and related topics, and share insights via our blog, social
media, and a weekly newsletter. To learn more, visit our website at https://excelevate.co/wp/
HOW THIS GUIDE WORKS
Icon definitions
Utility (scale of 1-5) – this is a general scale of how often you’d be likely to use the macro. The higher the
rating, the more frequently you’re likely to use it.

Complexity (scale of 1-5) – this is a general sense of how complex the macro is to use. The higher the
rating, the more complex it might be to learn and master.

Estimated time saved (seconds) – this is a conservative estimate of the time you’d save each time you run
the macro. Keep in mind that many macros can perform multiple functions, so your mileage may vary.

Shortcut type – centralizes/combines several actions Bulk type – automates repetitive, high-volume
in one menu/step, saving a few seconds at a time. tasks, saving large amounts of time each run.

Category – this is the (color-coded) category the macro best fits in. It might be helpful to review other
macros in the same category. Note that some macros may fit in multiple categories.
Keyboard Shortcut(s) – this denotes the default keyboard shortcut(s) for the macro when using the XLEV8
Excel Add-in. Note that you can easily set your own keyboard shortcuts for any macro in the add-in!
INDEX
01. Toggle Cell Highlight 19. Insert Counter Formula 37. Note Merge
02. Toggle Number Format 20. Comment Picker 38. Wrap If Error
03. Search Macros 21. Swap Values / Flip Values 39. Wrap Round
04. Sheet Action Picker 22. Auto Column Widths 40. Export Sheet As
05. Copy Special Picker 23. WP Stamp / WP Ref / Set Format Default 41. Toggle Formulas Values
06. Paste Special Picker 24. Modify Fields 42. Named Range Picker
07. Filter Picker 25. Run Browser Steps 43. List Cell Errors
08. Search Recent Files 26. Data Validation Picker 44. Unpivot Table
09. Select To Bottom / Select To Right 27. Zoom Picker / Toggle Zoom 45. Field Max Lengths
10. Search Cells 28. Select Picker 46. Create Subfolders / List Contents
11. Show Cell References 29. Toggle Lookup 47. Remove Indirect
12. Formula Picker 30. Email Picker / File Email Messages 48. Create Mapped File
13. Misc Picker 31. Reverse Sign 49. Bulk Sheet Update
14. Sort Picker 32. Refresh PowerPoint Slides 50. Save Sheets To PDF / Other Files
15. Conditional Formatting Picker 33. Bulk Edit Appointments / Contacts 51. Summarize Sheets
16. Toggle Borders 34. Toggle Cell Tracker 52. Setup Project Files
17. Insert Picker 35. Find Replace Picker
18. Delete Picker 36. Print Picker
01. TOGGLE CELL HIGHLIGHT
5/5 1/5 3 sec Shortcut Formatting Ctrl+Shift+Y
Description
You highlight cells all the time, right? Here’s a way to
leverage your five favorite colors in one shortcut. It loops
through your defined favorite cell fill colors for all selected
cells, based on the fill color of the top-left selected cell. This
offers six shortcuts in one (including the no fill color option)!

Why use it
It’s easier and quicker than using the mouse and allows you
to configure your favorite fill colors to use over and over.

Who it’s for


Users of all types will find this helpful.

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02. TOGGLE NUMBER FORMAT
5/5 2/5 3 sec Shortcut Formatting Ctrl+Shift+N
Description
Very similar to fill colors, you can easily set your five favorite
number formats! This one loops through your defined
favorite number formats for all selected cells, based on the
number format in the top-left selected cell. No need to
memorize five different keyboard shortcuts – this offers six
shortcuts in one (including the general number format)!

Why use it
It’s easier and quicker than using the mouse and allows you
to configure your favorite number formats to use over and
over.

Who it’s for


Users of all types will find this helpful, especially those that
frequently work with numbers or dates.

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03. SEARCH MACROS
5/5 2/5 5 sec Shortcut Navigation Ctrl+Shift+W
Description
Imagine being able to run hundreds of macros with a couple
of keystrokes – that’s what this does! It shows an auto-
complete search box that can be used to find and run any
add-in macro, including custom macros and macros in the Run hundreds of macros Include workbook
active workbook. It lets you set/unset keyboard shortcuts with suggestive search
Set/unset
macros

and define favorite macros to filter your searching. It also keyboard shortcuts

shows details and a link to the help page for each macro.

Why use it
It’s a quick way to run and find macros and set keyboard
shortcuts for the ones you used most. It’s effectively a
keyboard shortcut for hundreds of macros.
Set/unset favorite
Who it’s for macros (helps filter)
Find macro details and
Users of all types will find this helpful. Heavy Excel users will support URLs
find it helpful for being super efficient (avoiding the mouse),
and casual users will find it helpful for finding macros to run.
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04. SHEET ACTION PICKER
5/5 2/5 5 sec Shortcut Navigation Ctrl+Shift+S
Description
Want to fly through the sheets in your workbook? This Enter 1-2 characters to run
macro lets you jump to the first sheet, last sheet, previously common sheet actions

selected sheet, or search them all with auto-complete.


Create a link-driven table of contents. Insert, delete, move, Special actions like adding
rename, copy, hide, or unhide sheets with shortcuts. It’s the a Table of Contents

Swiss army knife for sheet actions. Like all pickers (many in
this guide!), you can save your default action over and over!

Why use it
It makes it much easier and quicker to run sheet-related
commands that are spread all across Excel menus and take
several steps to complete.

Who it’s for


Users of all types will find this helpful as sheet navigation and
maintenance are extremely common. The more sheets you Save your default action over
and over to run quicker
work with, the more time you’ll save with it.
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05. COPY SPECIAL PICKER
5/5 2/5 5 sec Shortcut Copying and Pasting Ctrl+Shift+C
Description
Ever wanted to copy the raw, unformatted contents of your Enter 1-2 characters to run
cell? How about copying the formula as text? Or copying the common copy actions

selected range as an image? Or copying the range address,


sheet name, or file name/path? Or copying the entire
Special actions like copying
workbook itself? This macro offers several clever copy- the selection as an image
related actions that would take several steps without it. And
remember, you can set your default to run over and over.

Why use it
It makes it much easier and quicker to run copy-related
commands that are spread all across Excel menus and take
several steps to complete.

Who it’s for


Users of all types will find this helpful as copying and pasting
is such a common action in Excel. The more you work with Save your default action over
data, the more time this is likely to save you. and over to run quicker

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06. PASTE SPECIAL PICKER
5/5 2/5 5 sec Shortcut Copying and Pasting Ctrl+Shift+V
Description
Ever wanted to paste just values, unique values, raw text, Enter 1-2 characters to run
common paste actions
formulas, formats, comments, or data validation from one
shortcut? How about column widths or links to the copied
cell(s)? How about transposing those options? Or easily
pasting saved content over and over? This macro offers
several clever paste-related actions in one place. And Special actions like pasting
unique values
remember, you can set your default to run over and over.

Why use it
It makes it much easier and quicker to run paste-related Save your favorite values/
formulas to paste quickly
commands that are spread all across Excel menus and take
several steps to complete.

Who it’s for


Users of all types will find this helpful as copying and pasting
is such a common action in Excel. The more you work with Save your default action over
data, the more time this is likely to save you. and over to run quicker

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07. FILTER PICKER
5/5 2/5 5 sec Shortcut Filtering and Sorting Ctrl+Shift+F
Description
Would you find it helpful to filter to selected values (or filter Enter 1-2 characters to run
them out)? How about easily filtering dates or numbers? Or common filter actions

blanks/zeroes in or out? Do you wish you could save your


favorite filter criteria to reuse over and over? This macro Save your favorite filter/
sort values to apply quickly
offers all of those options and more! And remember, you can
set your default to run over and over.

Why use it
It makes it much easier and quicker to run filter-related
commands that are spread all across Excel menus and take
several steps to complete.

Who it’s for


Users of all types will find this helpful as filtering is such a
common action in Excel. The more you work with data, the Save your default action over
more time this is likely to save you. and over to run quicker

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08. SEARCH RECENT FILES
5/5 2/5 30 sec Shortcut Navigation Ctrl+Shift+O
Description
Have you ever found yourself searching endlessly for files?
Maybe you weren’t paying attention to where you saved
them – it happens. This macro will save you a ton of time
Search your Excel files
and frustration! It allows you to search the file name and file with suggestive search Specify how far back in
path with auto-complete, offering results as you type! With Search entire file paths time to search
or just the file name
just a couple of keystrokes, you can find just about any Excel
file within a few seconds!

Why use it
It helps you find Excel files you might otherwise spend
several minutes searching for, offering search suggestions as
you type.

Who it’s for


Displays the last date
Users of all types will find this helpful. The more files you Displays both the name modified and file size
& folder to help search
work with, the more time you’ll save and stress you’ll avoid.

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09. SELECT TO BOTTOM / SELECT TO RIGHT
Ctrl+Shift+B
4/5 1/5 5 sec Shortcut Navigation Ctrl+Shift+R
Description
Do you often work with data containing blank values? It’s
frustrating to select a column or row with blanks, right?
Enter these two macros. They select through the bottom
row or right column, and also toggle through two other
selection ranges – through the last adjacent row/column, and
through the last row/column used on the sheet. This speeds
up formatting, filling formulas, and setting filter ranges.

Why use it
It lets you quickly select ranges even if they contain blank Selects to the bottom (or
right), including blanks
values, so you can analyze them, apply formatting, fill
formulas, or set filter ranges.

Who it’s for


Users of all types will find this helpful. The more data you
work with (especially when it contains blank values), the
more time you’ll save and stress you’ll avoid.
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10. SEARCH CELLS
5/5 2/5 5 sec Shortcut Navigation Ctrl+Shift+X
Description
Sometimes when searching through cell values, it’s helpful to
see the matching results as you type. This macro does that!
Like the native Find and Replace dialog box, it can jump to
the first matching result. But wait, there’s more. It can also
highlight full or partial matches using conditional formatting! Search cells with
suggestive search
It’s often helpful to visually see matches, and this is a great, Highlight matches OR
jump to the first match
quick way to easily toggle highlighted matches on and off.

Why use it
It lets you easily search with auto-complete to see matches
as you type, jump to the first match, and highlight full or
partial matches, easily toggling them on and off.

Who it’s for


If you analyze a lot of data and find yourself searching
through it a lot, you’ll find this helpful, especially if you like to
search visually.
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11. SHOW CELL REFERENCES
3/5 3/5 20 sec Shortcut Navigation Ctrl+Shift+Z
Description
If you’re using Excel correctly, your files probably get a little
formula-happy, with references connecting cells all over.
Tracing the references back and forth can be challenging.
This macro helps immensely! It lets you display all the
references in a formula, search through them with auto-
complete, and jump to any of them (even opening closed Jump to any cell
reference and back again
files) and jump back to the original cell, all with one macro!

Why use it
It helps you review, troubleshoot, and navigate cell
references within a workbook or linked workbooks. Easily
jump back and forth with just a couple of keystrokes!

Who it’s for


If you build or review a lot of formulas, this is for you! You’ll Display or search through
all references in a formula
be able to navigate them faster than ever with so much
flexibility.
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12. FORMULA PICKER
3/5 2/5 15 sec Shortcut Editing and Structuring N/A
Description
Do you routinely enter the exact same formula over and over Enter 1-2 characters to run
again? Whether it’s short and easy or long and complex, common formula actions

typing them takes time and it’s easy to make mistakes. This
macro allows you to set your favorite formulas and insert
them in one step! It also contains several other formula-
related actions that are often spread out all over the native Several helpful formula
actions, including saving your
Excel menus. favorites to insert in one step

Why use it
It helps you quickly apply formula actions or leverage your
saved formulas to insert them quickly in one step.

Who it’s for


If you build a lot of formulas, especially similar ones over and
over, this is for you! You’ll be able to spend more time on Save your default action over
and over to run quicker
analysis, review, or something more valuable.
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13. MISC PICKER
4/5 2/5 5 sec Shortcut Editing and Structuring N/A
Description
Excel contains a lot of one-off commands that users struggle
to find. This macro brings many of them together in one Enter 1-2 characters to run
common Excel actions
place where you can quickly run them. Apply freeze panes
(to one or multiple sheets), toggle gridlines, replicate a new
window, hide or show columns/rows, group columns/rows,
toggle the clipboard pane, and more. Even if you set your Brings together several
default and use just one action, this can help save time. window, view, and other
commands in one menu

Why use it
This helps you run several stray commands more quickly. It’s
most commonly used for applying freeze panes and
hiding/grouping columns and rows.

Who it’s for


If you run a lot of the commands you see in the screenshot to
the right, this can consolidate them with one shortcut. Save your default action over
and over to run quicker

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14. SORT PICKER
3/5 2/5 5 sec Shortcut Filtering and Sorting N/A
Description
Like filtering, sorting is another valuable analysis tool. In
Excel, it takes more steps than it should, especially when you
sort by multiple levels. This macro offers options to quickly Enter 1-2 characters to run
sort multiple levels (including saved sort settings), sorting common sort actions

multiple ranges in one bulk step, sorting horizontally, and


even sorting your worksheets alphanumerically.

Why use it
It saves you several steps when sorting your data, especially
if you leverage saved settings or sort several different ranges
in one bulk step.
Save your default action over
and over to run quicker
Who it’s for
Users who commonly sort data will save time and find this
easier to apply multiple sort levels, especially for sorting
multiple sort ranges.
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15. CONDITIONAL FORMATTING PICKER
3/5 2/5 20 sec Shortcut Formatting N/A
Description
Conditional formatting is one of the best features in Excel for Enter 1-2 characters to apply
visual analysis – finding errors, exceptions, variances, helpful conditional formats

top/bottom values, duplicates, etc. This macro brings several


helpful options together that you can run quickly – native
formats and unique formats. You can also easily clear
conditional formats or even pause to toggle them off and on!

Easily pause, clear, or add


Why use it conditional formats in one step
It’s a really quick and easy way to apply conditional
formatting that would otherwise take several clicks or require
typing out long formulas.

Who it’s for


Users of all types will find this helpful for quickly analyzing Save your default action over
and identifying issues, as well as easily making their files and over to run quicker

looking polished and easy to read.


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16. TOGGLE BORDERS
3/5 2/5 5 sec Shortcut Formatting Ctrl+Shift+E
Description
Is anything more annoying than formatting borders in Excel?
It often takes tons of tiny button clicks to add a border!
That’s where this can save a lot of time. Set your five favorite
border styles – the sides, styles, even colors – and toggle
through them with one shortcut, updating any selected cells
based on the border format in the top-left cell. This offers six
shortcuts in one (including the no border option)!

Why use it
It’s easier and quicker than using the mouse and allows you
to configure your favorite border styles to use over and over.

Who it’s for


Users of all types will find this helpful, especially those who
often set up and update consumable reports.

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17. INSERT PICKER
3/5 3/5 3 sec Shortcut Editing and Structuring Ctrl+Shift+A
Description
Inserting is a really common action in Excel – so common
Enter 1-2 characters to run
that there’s an entire ribbon tab dedicated to inserting. But common insert actions

there are still other insert actions missing, and this macro
brings them together in one central place where you can
quickly run them. The most common actions are inserting
cells, rows, and columns, but you can also quickly insert
shapes, pictures, sheets, comments, tables, and more!
Brings together several insert
commands in one menu
Why use it
This helps you run several insert commands more quickly by
bringing them together in one menu, effectively offering
several shortcuts in one.

Who it’s for


Users of all types will find this helpful for making structural Save your default action over
updates and other insert actions. and over to run quicker

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18. DELETE PICKER
2/5 3/5 3 sec Shortcut Editing and Structuring Ctrl+Shift+D
Description
Deleting is a really common action in Excel, especially for
deleting cells, rows, and columns. This macro brings
together those and other delete actions in one central place. Enter 1-2 characters to run
common delete actions
Option E is especially helpful because it’s context-based, so if
you have cell(s) selected, the cell(s) are deleted. If you have
row(s) or column(s) deleted, the row(s) or column(s) are
deleted. Brings together several delete
commands in one menu

Why use it
This helps you run several delete commands more quickly by
bringing them together in one menu, effectively offering
several shortcuts in one.
Save your default action over
Who it’s for and over to run quicker

Users of all types will find this helpful for making structural
updates and other delete actions.

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19. INSERT COUNTER FORMULA
4/5 2/5 15 sec Shortcut Editing and Structuring N/A
Description
Inserting a formula that counts the number of items in a list
is a common task in Excel. The SEQUENCE dynamic array
function offers a counter formula that can grow dynamically
Inserts a dynamic counter
with the rest of your data. This macro lets you insert this formula in one step (grows
with the adjacent column)
dynamic counter formula in one step!

Why use it
This helps you complete a common Excel task very quickly –
adding a counter formula, and bonus – it updates
dynamically! Save your default maximum
row to run quicker
Who it’s for
Users who frequently manage data or use Excel for checklists
will find this helpful and save valuable time.

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20. COMMENT PICKER
3/5 2/5 3 sec Shortcut Editing and Structuring Ctrl+Shift+J
Description
Comments are a great way to add valuable documentation or Enter 1-2 characters to apply
review notes to your files. But they can be a little hard to helpful comment actions

work with. This macro brings all kinds of comment actions


together – inserting, editing, deleting, toggling, resizing,
copying, pasting, and even summarizing them in one central,
linked list with option F. Note that this works with legacy
Excel comments, which are now officially called “Notes.”
Consolidate and link comments
from all throughout your file
Why use it
This helps you run several comment commands more quickly
by bringing them together in one menu, effectively offering
several shortcuts in one.

Who it’s for


Users who frequently review files and follow up on review Save your default action over
comments will find this helpful for working with comments, and over to run quicker

especially centralizing them in one place with option F.


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21. SWAP VALUES / FLIP VALUES
3/5 1/5 15 sec Shortcut Editing and Structuring N/A
Description
Swapping values can be frustrating, whether it’s just a couple
of cells or a bunch. These two macros make it easier and
quicker. Swap values in two cells, two columns, or two rows
in one step. Or you can flip the values and reorder them in
one step.

Swap values or formulas in


one step (columns or rows)

Why use it
These two macros help you swap or flip values in cells,
columns, and rows very quickly and easily.
Flip values or formulas in one
step (columns or rows)
(like sorting)

Who it’s for


Users who frequently build and maintain files will find these
two macros helpful for swapping cells, rows, and columns in
one step.
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22. AUTO COLUMN WIDTHS
3/5 2/5 5 sec Shortcut Formatting N/A
Description
It’s a pain not being able to see everything in your cells,
right? No one likes to see a bunch of ##### values. This
gives you a flexible way to set or auto-fit column widths for Auto-fit or set the column width
for 1+ columns in 1+ sheets
just a couple columns or all used ones within just one sheet
or multiple sheets! Save your favorite setting without
entering anything to run even quicker the next time.

Why use it
It’s a quick and easy way to set or auto-fit column widths
across one or all columns in one or more sheets.

Who it’s for


Users of all types will find this helpful as updating column Save your default option
over and over to run quicker
widths is such a common action in Excel. The more you work
with data, the more time this is likely to save you.
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23. WP STAMP / WP REF / SET FORMAT DEFAULT
3/5 2/5 5 sec Shortcut Formatting N/A
Description
Labeling a sheet, such as “DRAFT” – including obvious
formatting to call it out – can be a pain. Why not save your
favorite phrase and formatting to apply in one step? The
same goes for references and cross-references. If your group
likes to format these in a consistent way, you can save that to Two separate settings for
easily reuse over and over again! And lastly, you can easily formatted “stamps” and
“references”
set a particular format and use it over and over again.

Why use it
Capture formatting to apply
These three macros offer ways to set specific formats or over and over (or set the WP
“stamps” very quickly and easily, combining several steps into Stamp and WP Ref options)

one.

Who it’s for


Users who frequently update or review workpapers and label
or format them will find these macros helpful for saving time
and ensuring consistent formatting.
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24. MODIFY FIELDS
3/5 5/5 60 sec Bulk Editing and Structuring N/A
Description
If you frequently run the same type of table-based report
over and over, then add or modify columns with new values,
formulas, or formatting, this macro can save you a lot of
time. You can specify the updates to make (whether 1, 100,
or more) using a settings sheet, and it will apply them in one
bulk step! Best of all, you can save those settings as a
template to reuse over and over again!
Specify the sheet and Specify the formulas, formats,
Why use it column to format and other settings to apply in
one bulk step
This macro can apply a lot of repetitive steps in one bulk
step, especially with reports like transaction lists and
accounting ledger details.

Who it’s for


Users who frequently analyze, review, or reconcile data will
find this helpful.

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25. RUN BROWSER STEPS
3/5 5/5 900 sec Bulk Integrations N/A
Description
This is a huge one – it allows you to automate the steps you
perform on the web! Reports you run, forms you fill out, files Add pauses or skip steps
conditionally if needed
you upload, frequent actions you take – they can all be
automated with this macro! It leverages a settings sheet
where you specify the actions to take on the elements of the
page. Click links/buttons, fill in text values, select items,
upload files, or even extract data – all in one bulk step!
Automatically performs the
Why use it steps in Google Chrome!
Specify the action to
This macro can save an incredible amount of time, from a automate in your browser
minute or two to over an hour, depending on the number of (click, text, extract, etc.)

steps you’re automating.

Who it’s for


Users who frequently perform steps on the web with
software or websites will save a lot of time on frequently-
performed steps.
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26. DATA VALIDATION PICKER
2/5 2/5 15 sec Shortcut Editing and Structuring N/A
Description
Data validation is a key function to ensure you work with Enter 1-2 characters to apply
helpful data validation actions
quality data and don’t suffer from garbage-in-garbage-out.
This macro offers several options to add data validation
quickly, including your favorite custom options and the ability
to set up several different validations across your workbook
in one bulk step.

Save your favorite custom data


validation settings to run quickly
Why use it
This macro allows you to add all kinds of data validation
settings quickly and easily, even saving your favorite
validation settings. It’s a bunch of shortcuts in one!

Who it’s for


Users who build and maintain workbooks where data
Save your default action over
accuracy is crucial will find this helpful and efficient in and over to run quicker
applying such a valuable and underused Excel feature.
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27. ZOOM PICKER / TOGGLE ZOOM
3/5 1/5 5 sec Shortcut Navigation N/A
Description
Setting the zoom level just right can make a huge difference Enter 1-2 characters to apply
in making your file more readable. These two macros make helpful zoom actions

it easier to set the zoom level to your exact liking. Toggle


through five definable zoom levels, or with the Zoom Picker,
you can set the zoom level for multiple selected sheets at
one time!
Save your favorite zoom
levels to run quickly

Why use it
It helps you zoom quickly and easily with several shortcut
options, including the ability to set the zoom level across
multiple sheets in on step.

Who it’s for


Users of all types will find this helpful, especially those who
Save your default action over
want to maximize the data on the screen or who like to zoom and over to run quicker
in to better see the data.
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28. SELECT PICKER
3/5 2/5 5 sec Shortcut Navigation N/A
Description
Selecting cells is such a common action with Excel. This Enter 1-2 characters to apply
macro brings many common options together, including a helpful selection actions

couple of unique options in selecting the used cells, cells


matching values, individual cells (helpful for formatting), and
even shapes.

Unique options like


selecting used cells,
individual cells, or shapes

Why use it
It helps select cells in a variety of ways very easily and
quickly, which makes it that much easier to update, format,
sort, filter, or whatever you’re doing with your selection.

Who it’s for


Users that frequently work with data will find this helpful.
Save your default action over
and over to run quicker

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29. TOGGLE LOOKUP
4/5 2/5 20 sec Shortcut Editing and Structuring N/A
Description
Which is better – VLOOKUP, XLOOKUP, or INDEX/MATCH? If it
gets the job done, really it’s just preference. This macro lets
you easily toggle between them with a shortcut that converts
the formula and parameters between them. Use it to easily
update the formulas in older files, or use it to easily learn the
formula functions you aren’t familiar with.

Why use it
It quickly updates lookup formulas between VLOOKUP,
XLOOKUP, and INDEX/MATCH in one step.

Who it’s for


Users who frequently work with and update formulas
(especially lookup functions) will find this helpful, as will
users looking to learn new functions.
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30. EMAIL PICKER / FILE EMAIL MESSAGES
4/5 4/5 1,800 sec Bulk Integrations Ctrl+Shift+M
Description
If you haven’t seen how well Excel can integrate with
Export emails from your inbox Suggests email folders based
Outlook, you’re really missing out. Excel is a great tool to so you can easily and quickly on pre-defined rules or email
review and file them subject/folder similarity
help automate email actions because it has a familiar UI and
plenty of logic you can build in. With the Email Picker macro,
you can automate actions like sending, exporting, and even
filing emails, saving a tremendous amount of time (often 30+
minutes each run).

Why use it
These macros can save an incredible amount of time
automating the arduous task of managing emails. Several options to help automate
common email actions

Who it’s for


Users of all types will find these macros helpful for keeping a
clean inbox and sending repetitive messages with amazing
efficiency.
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31. REVERSE SIGN
5/5 1/5 3 sec Shortcut Editing and Structuring Ctrl+Shift+K
Description
You know what one of the most common errors in Excel is?
It’s displaying the right number with the wrong sign!
Reversing the sign with your values and formulas is a
common task, and this macro makes it that much easier, by
reversing the sign of any selected values or formulas in one
step! For formulas, the entire formula is wrapped in
parentheses and multiplied by -1 (or back to +1).

Why use it
It quickly reverses the values and formulas of any selected
cells, helping you save time and reducing errors.

Who it’s for


Users who frequently work with and update formulas will
find this helpful.

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32. REFRESH POWERPOINT SLIDES
2/5 5/5 900 sec Bulk Integrations N/A
Description
PowerPoint is an awesome application for presenting
valuable information. But it can take a long time to put Update hundreds of slides
automatically in one bulk step
together files with a lot of content. This macro can save you
a tremendous amount of time by automatically updating the
slides based on the source content (text, tables, charts, etc.).
Simply list out the slides/items to refresh and the source file,
sheet, and range, and the slides all update in one bulk step!

Why use it
This macro can save an incredible amount of time by
updating slides automatically. This ensures accuracy and Specify PPT file settings and
slides/items to update
gives you more time for analysis and crafting your narrative.

Who it’s for


Users who frequently present data, such as financial or
operational figures, or support those who do present, will
save a lot of time making repetitive PowerPoint updates.
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33. BULK EDIT APPOINTMENTS / BULK EDIT CONTACTS
1/5 4/5 300 sec Bulk Integrations N/A
Description
Ever wanted to easily import or export a list of appointments
Leverage formulas to quickly
or contacts into Outlook? These two macros make it very build events and reuse files
easy to leverage the power of Excel to quickly build or update
a list of items to import to Outlook in one bulk step. Need to
share, update, or backup appointments or contacts? You can
easily export them as well!
Import, update, export, and delete
appointments in one bulk step

Why use it
These macros can save an incredible amount of time by
importing, updating, exporting, or deleting Outlook
appointments or contacts in one bulk step.

Who it’s for


Users who keep their calendars and contacts updated (or
would benefit from doing so) will find these very helpful and Import, update, export, and
delete contacts in one bulk step
efficient.
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34. TOGGLE CELL TRACKER
4/5 2/5 15 sec Shortcut Navigation N/A
Description
Identifying the selected cell, column, and row isn’t super
obvious in Excel. This macro helps you identify them with
highlights/fill colors driven by conditional formatting. The
best part is that it moves along as you select different cells!
Easily toggle conditional
Toggle it on and off as needed and impress your friends! formatting that highlights the
active cell, column, and row as
you move to help identify them

Why use it
It helps identify the selected cell, column, and row, and can
easily be toggled on and off in one step.

Who it’s for


Users of all types will find this helpful, especially those who
might have a little trouble seeing.

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35. FIND REPLACE PICKER
3/5 4/5 10 sec Shortcut Editing and Structuring N/A
Description
Find and replace is a great feature within Excel (and other
apps). To make it even better, use this macro for two key
improvements. First, you can save your favorite find/replace
sets to run in one step. Second, you can apply multiple
find/replace sets in one step with a reusable settings sheet.
That approach works even better when you link the contents Save your favorite
find/replace sets to
to inputs like dates. quickly apply

Why use it
It lets you quickly apply find/replace sets with minimal effort
and reduces the risk of errors.

Who it’s for Save your default action over


and over to run quicker
Users who frequently make find/replace updates to their files
will find this helpful to save time and cut down on errors.

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36. PRINT PICKER
4/5 3/5 30 sec Shortcut Formatting Ctrl+Shift+P
Description
Printing can be a frustrating experience in Excel. It may not Enter 1-2 characters to apply
helpful print settings
be as common as it was just a few years ago, but it’s still a
task we do enough (physical and PDF printing) that it’s worth
being more efficient. This macro brings together several
print commands in one place but even better is the ability to
save your favorite print layouts. And best of all, it can update Apply common print
print settings across multiple sheets in one bulk step! commands for one or
multiple sheets

Why use it Save your favorite print


It’s a really quick way to apply all your print settings in one styles to apply all the
settings in one step
step, whether you’ve selected one sheet or several!

Who it’s for


Users of all types will find this helpful, especially those who
update or review workbooks that end up being printed Save your default action over
physically or digitally. and over to run quicker

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37. NOTE MERGE
3/5 2/5 10 sec Shortcut Editing and Structuring N/A
Description
Merging cells is generally a very bad idea, especially within
your tabular data set. Used in the right places – such as on
an instructions sheet – it can be quite helpful. This macro
will apply merge cells, wrap the text, and align the text to the
left and top, all in one step – great for those long notes in
your documentation and notes that you don’t have hidden in
cell comments.

Why use it
It lets you quickly apply common formatting to your notes Merge cells, wrap the text,
and documentation – merging, wrapping lines, and aligning and apply top-left alignment
in one step – helpful for
to the top-left in one step. instructions and long notes.

Who it’s for


Users who include instructions or other visible notes in their
files will find this helpful.

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38. WRAP IF ERROR
3/5 2/5 5 sec Shortcut Editing and Structuring N/A
Description
If you use formulas that often result in errors, you likely know
how helpful the IFERROR function can be. It’s such a
common task to add this to your formula. This macro can
speed that up by wrapping the formulas in all selected cells
with IFERROR, and it prompts you for the value to use when
there is an error.

Why use it
It lets you quickly apply the IFERROR function to one or more
selected cell formulas, including the value when there is an
error.
Automatically wrap formulas for
selected cells with IFERROR(),
Who it’s for including the error value.
Users who build or maintain lots of formulas will find this
helpful to quickly apply a valuable function.

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39. WRAP ROUND
3/5 2/5 5 sec Shortcut Editing and Structuring N/A
Description
Numbers make up the vast majority of data in Excel.
Rounding them is a common way to ensure they display
correctly. This macro can speed up rounding by wrapping the
formulas in all selected cells with ROUND, and it prompts you
for the number of decimals to use.

Why use it
It lets you quickly apply the ROUND function to one or more
selected cell formulas, including the number of decimals to
use.
Automatically wrap formulas
for selected cells with ROUND(),
Who it’s for including the # of decimals
Users who build or maintain lots of formulas will find this
helpful to quickly round numbers to display them as
intended.
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40. EXPORT SHEET AS
3/5 2/5 60 sec Shortcut Editing and Structuring N/A
Description
Saving Excel data to import into other applications is a
common task, whether it’s in .xlsx, .csv, .txt or other formats. Automatically applies the range
This often causes issues as users save the wrong data range, to export based on the used
range and headers on/off
the wrong file type, the wrong file name, or to the wrong
location. This macro solves for those issues by making it easy
to save the right range, the right file type, and a consistent
file name/folder by saving your defaults to use over and over.

Why use it
It lets you quickly save a sheet in a variety of formats with a
consistent name and location, saving time and cutting down
on errors.

Who it’s for


Users who leverage Excel to maintain data that is imported to Save settings as defaults for
other applications will find this helpful in saving time and quickly applying over and over
again and centralizing files
reducing errors.
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41. TOGGLE FORMULAS VALUES
4/5 3/5 60 sec Bulk Editing and Structuring N/A
Description
If your Excel files have a lot of formulas and don’t recalculate
instantly, you’ll love this. It allows you to quickly toggle Specify the sheets/columns to
formulas and values in your tabular data. Specify which toggle between formulas and values

sheets and columns to toggle, and formulas will convert to


values, leaving the top data row as a formula to easily
convert them back to formulas. This can greatly speed up
the calculations in your workbook!

Why use it
It lets you quickly toggle tabular formulas to values and back
again, allowing you to calculate formulas much more quickly.

Who it’s for


Users who work with large workbooks containing lots of Leaves the formula in the top
row of data, values for other
formulas will find this extremely helpful for calculating rows, speeding up calculations

formulas much more quickly.


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42. NAMED RANGE PICKER
3/5 3/5 30 sec Shortcut Editing and Structuring N/A
Description
Named ranges are a hidden gem in Excel. They make it easier
to work with formulas, especially if automating tasks with
macros. This macro allows you to perform many named Enter 1-2 characters to
manage named ranges
range actions very quickly – setting a static or dynamic
named range, searching through all named ranges with auto-
complete, and adding several named ranges in one bulk step.
Add, edit, and find
named ranges quickly

Why use it
It lets you quickly apply and use one or more named ranges,
making it easier to work with formulas.

Save your default action over


Who it’s for and over to run quicker
Users who work with large amounts of data and formulas will
find this helpful for easily adding a valuable Excel feature to
their files.
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43. LIST CELL ERRORS
4/5 3/5 30 sec Bulk Editing and Structuring N/A
Description
Cell errors can be frustrating, but what’s worse is when they
are hiding all over your workbook and you’re not even aware
of them. This macro lists them all in one place – the sheet,
range, and error type, and a handy link to quickly review and
fix them. Use it any time you inherit a file or just before
sharing one to ensure you’ve addressed any errors. Includes links to easily
review and fix errors

Why use it
It lets you quickly see where any errors are in your workbook
and navigate to fix them.
List all the cell errors in your
file in one bulk step

Who it’s for


Users who work with large workbooks or a lot of formulas
will find this helpful for easily addressing errors or ensuring
there are no errors.
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44. UNPIVOT TABLE
3/5 1/5 60 sec Bulk Editing and Structuring N/A
Description
A common, frustrating Excel task is moving data that is
spread across many columns to a vertical style where those
columns are stacked (also known as “unpivoting”).
Unpivoted data is much easier to use with formulas, filters,
etc. This macro helps you unpivot very quickly by specifying
Specify the number of
the number of header rows and columns. You can even save header rows/columns

that entry as a default for one less step the next time. Transposes your data to
stack it vertically instead
of across columns
Why use it
It lets you quickly unpivot data spread across columns to a
vertical approach, making it more usable for formulas,
filtering, and more.

Who it’s for


Users who work with lots of data and need to analyze and
summarize that data in an unpivoted structure will find this
helpful.
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45. MAX FIELD LENGTHS
2/5 2/5 60 sec Shortcut Editing and Structuring N/A
Description
Need to know how much space your data is taking up
(character counts)? This is a common requirement when
importing data to databases or configuring applications. This
macro can automatically tell you the maximum length for all
the fields in your selected sheets. This helps you configure
the database/application or determine which fields may
need to be cut down to meet data requirements.

Why use it Lists out columns, the


header label, and the max
It lets you quickly determine the maximum field length for field length in each column
the columns in one or more sheets.

Who it’s for Optionally, it can highlight


fields with a value past a
Users who maintain databases or applications and frequently certain length
import new data will find this helpful when there are text
length requirements involved.
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46. CREATE SUBFOLDERS / LIST DIRECTORY CONTENTS
3/5 3/5 300 sec Bulk Editing and Structuring N/A
Description
Need to create a bunch of folders at once for dates,
locations, people, etc.? The Create Subfolders macro can Specify the parent folder
path and the new folder
create hundreds of them in seconds! Best of all, it leverages name to create in bulk
the power of Excel to build the list quickly with formulas, Leverage formulas in Excel
to build the list quickly and
copy/paste, find/replace, and filtering. The List Directory reuse over and over

Contents macro can list out all the folders and files within a
hierarchy, which can often help build the new folders.

Why use it
They let you quickly build a lot of folders – a mind-numbing
task that takes a lot of time and causes many mistakes. Use
these to automate that task and prevent errors.

Who it’s for


Users who often create many folders repetitively or need to
know the contents of folders will find these two macros to be
very helpful.
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47. REMOVE INDIRECT
3/5 3/5 300 sec Bulk Editing and Structuring N/A
Description
The INDIRECT function is way underused among Excel users,
but it can be incredibly helpful at times for building dynamic
references across sheets and files. However, it’s volatile and
recalculates every time there’s a file change, so it’s not
always the best long-term solution. This macro helps you
easily convert your references to direct references for any
selected cells very quickly in one bulk step!

Why use it
It converts any INDIRECET references to their direct reference
equivalent in all selected cells, in one bulk step. Converts the INDIRECT
reference for all selected
cells in one bulk step

Who it’s for


Retains the same
Users who work with several sheets and files and need to underlying reference but
makes it not volatile
reference them with the INDIRECT function will find this
helpful for quickly changing those to direct references.
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48. CREATE MAPPED FILE
3/5 4/5 300 sec Bulk Editing and Structuring N/A
Description
Specify mapped fields, Specify the input sheet,
Excel is often used as a facilitator to move data from one fixed values, or formulas output sheet, and output
to fill in the output sheet file settings
system to another. Generally, there are some in-between
steps to map the columns between the two. This macro
helps you define those mappings and use them over and
over again, creating the structure needed for importing,
reporting, or other process steps. It supports mapped fields,
fixed values, and formulas to build the output file.

Why use it
It allows you to quickly reformat a report from one system
into the structure needed to import or use in another system Leverages source data
(above) to map to the
or process. output sheet/file

Who it’s for


Users who leverage Excel to maintain data that is imported to
other applications will find this helpful in saving time and
reducing errors.
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49. BULK SHEET UPDATE
2/5 4/5 900 sec Bulk Multiple Sheets N/A
Description
Working with Excel files containing a lot of sheets can be Apply all kinds of other
sheet-related settings in
frustrating, especially if you need to make changes to all or one bulk step

most of them. This macro allows you to make all kinds of


sheet-related changes in one bulk step! Insert new ones,
rename or reorder existing ones, change the visibility, zoom,
layout, and more. Best of all, you can reuse those settings
over and over if you make changes repetitively.

Why use it
It saves a lot of time making common updates to multiple
sheets by applying them in one bulk step based on the
settings you specify, which can easily be reused.

Who it’s for Insert new or rename/


Users who work with files containing several sheets will find reorder existing sheets in
one bulk step
this helpful for updating them efficiently.

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50. SAVE SHEETS TO PDF / SEPARATE FILES
3/5 4/5 900 sec Bulk Multiple Sheets N/A
Description
Saving multiple sheets from your Excel file to separate Excel Use formulas to build the
list quickly and link to
or other files can take a lot of time. This macro makes it easy inputs for quick updates

to save multiple sheets to one or more PDF or other file


formats. Just specify which sheets to save and the file
path/name. For PDF files, it will automatically combine
sheets in the same PDF file if desired. Use the settings over
and over again to save even more time.

Why use it
It saves a lot of time saving separate files from the sheets in
your file, and also reduces the risk of errors. It works well
with other macros, such as emailing those new files in bulk.
Automatically groups
Save multiple sheets to
sheets with the same file
separate or combined PDF files
Who it’s for name specified

Users who work with files containing several sheets will find
this helpful for saving those sheets to separate PDF or other
file types.
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51. SUMMARIZE SHEETS
3/5 3/5 900 sec Bulk Multiple Sheets N/A
Description
Many reports are built with separate sheets for each
location, department, region, etc. While that’s helpful for
organizing the data, it’s a pain to compare across them. This
macro automatically builds two summary sheets that allow
you to compare values from all of those sheets, greatly aiding Change reference column to
dynamically update data
in reviews of completeness and accuracy. It also helps you Side-by-side sheet
summarizes sheets on the
easily jump back and forth amongst those sheets! top, displaying all rows

Why use it
It gives you the ability to easily compare values across similar
sheets, making reviews much easier and quicker.

Change reference row to


Who it’s for dynamically update data
Row-by-Row sheet
Users who work with multiple locations, departments, summarizes sheets on the
regions, etc. with data spread across sheets will find this very side, displaying all columns

helpful for reviewing that data in one central spot.


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52. SETUP PROJECT FILES
3/5 4/5 900 sec Bulk Editing and Structuring N/A
Description
If you work on/with a lot of similar projects, clients, or
prospective clients, there are likely many steps you perform
that can be automated. This macro can set up folders on
Automatically set up
your hard/could drive and email, optionally copy and rename project folders on
your template files, and even optionally update content computer, cloud, or email

within those template files (such as dates, project names,


etc.)!

Why use it
It can save a lot of time and reduce errors on the repetitive
steps performed with setting up folders and files related to Optionally, automatically
copy and rename template
new projects, clients, and prospective customers. files for each new project

Who it’s for


Project managers, customer service managers, sales/pre- Optionally, automatically
update content within your
sales professionals, and others will find this very helpful for template files

setting up files related to new projects/clients they take on.


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Written by Derek Henry, CPA, CFE
www.excelevate.co
© 2023 Excelevate Consulting, LLC, all rights reserved.
Excel, PowerPoint, and Outlook are registered trademarks of Microsoft Corporation.

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