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Excel Setup Tips from the Experts
I made a checklist of the Excel settings I change when installing a new version of Excel. Next, I asked a few other Excel experts to share their setup checklists. See which Excel option settings we recommend, and which VBA settings we usually adjust before working with macros.
When installing a new version of Excel, there are many options and settings
that can be adjusted.
Here's what I, and a few other Excel experts recommend, when you're setting
up Excel on a new laptop, or installing a new version of Excel.
Thanks to Dick Kusleika, Jon
Peltier, Richard, and Doug
Glancy for their suggestions.
Here are the experts' suggestions for changing the Excel Options. You might prefer
different settings, so adjust this list to suit your own preferences
To open the Excel Options window,
- Click the File tab, at the top left of the Excel window
- Click the Options link, at the bottom left
- User Interface>Show Mini Toolbar on selection: uncheck
- User Interface>Show Quick Analysis options on selection: uncheck
- When creating>Include this many sheets: 1
- Startup>Show the Start screen when this application starts: uncheck
- Use GetPivotData functions for PivotTable references: uncheck
- Editing>After pressing enter, move selection: uncheck
- Editing>Allow editing directly in cells: uncheck
- Cut,Copy>Show Paste Options button when content is pasted: uncheck
- Cut,Copy>Show Insert Options buttons: uncheck
- Display>Show this number of Recent Workbooks: 50
- General>Provide feedback with animation (2016): uncheck
- General>Ask to update automatic links: uncheck
- General>Edit Custom Lists: Add
your own custom lists for sort and fill -- download the sample file
for a few examples
- Show the Developer tab
- Click Import/Export, click Export all customizations. On new computer,
Import customization file.
- Click Trust Center Settings
- Macro Settings>Trust access to the VBA project object model: check
Excel VBA Options
Here are the experts' suggestions for changing the Excel VBA Options.
To open the Excel VBA Options window,
- In Excel, press Alt+F11 on the keyboard, to open the Visual Basic
- Click the Tools menu, then click Options
- Code Settings> Auto Syntax Check: uncheck
- Code Settings> Require Variable Declaration: check
- Code Settings> Tab Width: 2
- Windows Settings> Procedure Separator: uncheck
Editor Format Tab
On this tab, you can change the font settings for the text in the code window.
Font and Size
These settings affect all the text types.
- For the Normal Text, I use Consolas (Western) font, with the size set to 14
Code colors can be set individually for each text type
- Select one of the text types in the list, then choose its foreground, background and indicator colours.
- You can see a preview in the Sample window, at the right.
- Form Grid> Grid width and height: 3 points
- Dockable> Immediate Window: uncheck
- Dockable> Locals Window: uncheck