Excel Developer Setup Guide

Overview

To setup a proper development environment for Excel the following steps should be taken:

1. Download and Install Microsoft Office

Flowchart

flowchart LR subgraph install[Installation] download[Download Office] insiders[Join Inisider Program] update[Update Office] download --> insiders --> update end subgraph config[Configure] enableDev[Enable Developer Tab] customizeRibbon[Customize Ribbon] personalWB[Create PERSONAL.xlsb] addRefs[Add External References] addMacros[Add Custom Macros and Modules] assignHotKeys[Assign Keyboard Shortcuts] document[Document Personal Macros] enableDev --> customizeRibbon --> personalWB --> addRefs --> addMacros --> assignHotKeys --> document end subgraph extras[Install AddIns and Tools] installAddIns[Install Excel Addins] installTools[Install External Tools] installAddIns --> installTools end subgraph backup[Backup with Version Control] exportVBA[Export VBA Code] git[Backup with Git] exportVBA --> git end install --> config --> extras --> backup

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Appendix: Links and References

• 2022-09-04
• Excel
• VBA

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Jimmy Briggs jimmy.briggs@jimbrig.com | 2022