Excel 2019 Bible

Chapter 48: Creating Custom Excel Add-Ins

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5. Select the Lock Project for Viewing check box.


6. Enter a password (twice) for the project.


7. Click OK.

Creating the add-in

To save the workbook as an add-in, follow these steps:

1. Switch to the Excel window, and activate your workbook.


2. Choose File ➪ Save As.


3. Select Microsoft Excel Add-In (*.xlam) from the Save as Type drop-down list.


4. Enter a name for the add-in file and then click Save. By default, Excel saves the
   add-in in your AddIns directory, but you can choose a different directory if you
   like.

Installing the add-in

Now it’s time to try the add-in. Make sure the XLSM version of the workbook is not open

and then follow these steps:

1. Choose File ➪ Options ➪ Add-Ins.


2. Select Excel Add-Ins from the Manage drop-down list and click Go. The Add-Ins
   dialog box appears.


3. Click the Browse button, and locate and select the change case.xlam add-in
   that you just created. Click OK. The Add-Ins dialog box displays the add-in in its
   list. Notice that the information that you provided in the Show All Properties panel
   appears here.


4. Click OK to close the dialog box and open the add-in.

When the add-in is installed, you can access it by pressing Ctrl+Shift+C. Another option is

to add a new item to your Quick Access toolbar or to the Ribbon.

See Chapter 8, “Customizing the Excel User Interface,” for information about customizing Excel’s user

interface.