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Create Custom Functions

Microsoft Excel has over 200 built-in functions that perform a range of calculations including simple math, financial calculations, statistics and text manipulation.  Even with all the built-in functions, there are times when the function you need is not available.  So, what do you do? Answer, create your own!

Excel allows you to create custom functions that operate similar to Excel's built-in functions.  And get this, it's easy!

The following example converts a date value to the day of the week.  For instance, it will return "Sunday" if the date is a Sunday.

Let's get started...

  1. Open Microsoft Excel and open or create a workbook.
  2. Open the Microsoft Visual Basic Editor ("VBE") screen by pressing Alt + F11 or clicking the VBE icon on the Visual Basic toolbar.
  3. Add a "Module" to the VBAProject by selecting Insert Module from the VBE menu.  You should see a module added in the Project window.
  4. In the module window, enter the following code:
Function DOW(dDate as Date)
  nDOW = Weekday(dDate)
  Select Case nDOW
    Case 1
      DOW = "Sunday"
    Case 2
      DOW = "Monday"
    Case 3
      DOW = "Tuesday"
    Case 4
      DOW = "Wednesday"
    Case 5
      DOW = "Thursday"
    Case 6
      DOW = "Friday"
    Case 7
      DOW = "Saturday"
  End Select
End Function

(Hint: you can hightlight this code and copy it into the module instead of typing it.)

  1. Save the spreadsheet by selecting File Save from the menu or clicking on the disk icon on the toolbar.
  2. Return to the spreadsheet, select a cell and enter the following:
=DOW(today())
The cell should display the name of the day, for instance Monday.

Custom functions are often useful when:

  • Performing complex calculations
  • Using a series of "IF" statements
  • Accessing information in external databases or other spreadsheets
  • Entering long formulas in a cell is too cumbersome

Contact us today for additional information or assistance creating custom functions or Excel Add-ins for your organization.

 

 
       
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