What's an Excel macro?
Excel macros are Visual Basic programs
that software developers (like Systems2win)
and power users (perhaps your team leader)
use to greatly extend the functionality of Microsoft Excel
How do you know if a workbook has macros?
1. When you open the file,
you might see this 'Security Warning' dialog
2. The file extension will NOT be .xlsx
(It might be .xlsm, xlsb, or .xls. Learn more)
To use any Excel workbook that contains any macros,
there are a few things that you need to know...
How to set up your computer
to allow you to enable macros
1) Macro Settings
Excel > File or Office Button > Options > Trust Center > Trust Center Settings button > Macro Settings
Select Disable All Macros With Notification.
These changes will take effect when you restart Excel. (after setting up your Trusted Locations)
Bookmark = Trusted
2) Trusted Locations
You will want to define at least 1 folder as a Trusted Location,
and most users will want to mark as Trusted Locations
ALL of the most popular folder(s) where you store most working documents
that you create from your Systems2win templates.
Video: How to set up
- To avoid the Security Warning dialogs explained in the next section
- To avoid the Protected View security warning
Excel > File or Office button > Options > Trust Center >
Trust Center Settings button > Trusted Locations
Add New Location
If anything is confusing, watch the brief training video.
These changes will take effect when you restart Excel.
If you are using Firefox
You should change your browser settings to ask you where to save files.
(rather than just saving them in your default Downloads folders, which should NOT be defined as a Trusted Location)
Firefox: Tools > Options General Tab > Downloads > Always ask me where to save files
Internet Explorer and Google Chrome will always ask you where you want to save your downloads.
No extra setup is required.
When you have finished setting up your computer
for Macro Settings and Trusted Locations
Complete the Final Test to complete your installation.
Never save a macro-enabled workbook as xlsx
When Excel asks you to choose a file format,
But do NOT choose the default Excel Workbook (.xlsx) — which will strip all macros!
Bookmark = enable
How to enable macros in a workbook
that is not a Trusted document...
and your computer has already been set up with the Disable All Macros With Notification setting...
(as recommended above)
Office 2010 or 2013
In the Security Warning bar,
In the Security Warning bar,
If the Security Warning bar fails to appear,
Bookmark = dialog
If you see this dialog, it means one of 2 things...
Dialog: Macros must be enabled
to use Systems2win templates.
1) You need to enable macros
(as taught above)
2) You saved your file without macros
Excel > File or Office button > Save As
you can save your file in any file format
EXCEPT FOR the default file format (.xlsx),
which strips all macros
To recover your data from from a file saved without macros...
Copy and paste your data from your ruined file to a fresh template
More troubleshooting in the Installation Setup FAQ's
If Excel asks you to manually enable each macro...
When opening an Excel file...
If it asks you to manually enable each macro...
then someone must have changed
the follow default settings,
which will need to be changed back
to the way Excel is usually delivered...
Excel > File > Options > Trust Center > Trust Center Settings button > Addins > all checkboxes must be unchecked