In this tutorial, you will learn how to create a macro in Google Sheets.
How To Create A Macro In Google Sheets
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Repeating the same tasks over and over can cost the user a lot of time. Fortunately, Google Sheets allows you to create macros that automate your most common processes. Macros are basically a set of instructions that tell Google Sheets what to do.
Creating a macro is as simple as performing the manual process once while Google Sheets keeps track of each step. Afterward, you can call the same set of instructions any time.
In this guide, we’ll show you how to create a macro in Google Sheets, and we’ll give you some examples of how they can be used.
How To Record A Macro to Automate Tasks In Google Sheets
Here’s how to record a macro to automate tasks in Google Sheets.
Step 1
First, select the spreadsheet where you want to record your macro. Before you create the macro itself, we suggest doing a practice run of each step you want to add to the macro.
In the current example, we want to create a macro that adds a currency formatting to column D and inserts a pie chart that breaks down the distribution of each credit card service in the given list of transactions.
Step 2
Once you are ready to record, click on Extensions > Macros > Record macro.
Step 3
You will see a pop-up dialog at the bottom of the sheet that indicates that Google Sheets is now recording a new macro.
Step 4
Perform the steps you want to add to the macro and click on the Save button.
Step 5
A new dialog box will appear that will give you the option to name your new macro as well as set up an optional keyboard shortcut.
Click on Save to proceed.
Step 6
You should now be able to see your recorded macro under Extensions > Macros.
Step 7
Click on Extensions > Macros > Manage macros to access the list of recorded macros for the current project.
Users can click on the Edit script option to reveal the Apps Script code generated by Google Sheets.
Step 8
The Apps Script project will appear in a new tab. Users familiar with Apps Script can remove certain actions from the script or even modify existing steps.
Click on the Save icon in the toolbar to save any modifications.
Summary
This guide should be everything you need to create a macro in Google Sheets.
You may make a copy of this example spreadsheet to test it out on your own.