Developer Tab

Allows users to create VBA applications, design forms, create macros, import and export XML data, etc.

The Developer tab is one of the inbuilt2ManBetX登陆 这提供了对用户可用的高级功能和功能的访问。

Cover image

Have you ever worked on creating a macro (such as one which automatically copies and pastes all the data into a different worksheet) when you hit a roadblock; you are not able to find the tab required to build the macro?

我们肯定有。所以,不用担心!我们已经为您提供了覆盖,因为本文将演示如果默认情况下的Excel版本中的“选项卡”以及“开发人员”选项卡中的其他关键功能和功能,则如何启用它。

Developer tab - Why is it important?

Excel是金融专业人士使用的最宝贵的工具之一。它允许他们根据不同的参数对公司进行财务分析或build intricate financial modelsto help investors improve their investment portfolios and guide their decisions regarding financial markets.

想象您是financial modeling部门,明天是多家公司的收益发布日期。您能否应付Excel上的所有工作?绝对不!在巨大的压力下连续工作10-12小时不是开玩笑。这只会导致压力导致您拉动一整夜。这就是为什么使用它提供的各种简单但功能强大的工具有效地使用Excel并最大化其有效性很重要的原因。

但是,等等,开发人员选项卡甚至适合所有这些?您以为我们在幻想Excel的同时忘记了一切。好吧,我们实际上导致了它的强烈积累。*Clumsy drum roll!*它可以自动化您的重复工作!如果您激活标签并使用其提供的工具,则效率会穿过屋顶。

使用此类工具的一个示例是通过模仿键盘笔画和鼠标点击来开发宏观自动化的信息流。它还可以帮助您创建更高级的功能,例如启用UI的表单,构建应用程序并使用XML命令。

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    Developer tab - Adding it to the Excel Ribbon

    如果您正在研究第一个宏,那么尚未启用该标签的可能性很高。本教程将演示如何在您的2ManBetX登陆 /excel 365(适用于Windows):

    • 打开“开始”菜单,然后单击Excel图标,然后双击空白工作簿选项以创建空白工作簿。A screenshot of File menu in Excel
    • 单击文件,然后单击选项,以将自己导航到“自定义功能区”选项卡。在右侧,您将找到开发人员选项。勾选盒子,然后单击确定以关闭对话框。

    A screenshot of Customize Ribbon dialog box

    • 单击确定后,您将回到电子表格上。注意菜单栏的区别吗?现在,在Excel版本的功能区中可以看到“开发人员”选项卡。现在,这将成为默认设置,这意味着每当您打开Excel时,您都会在选项卡列表中找到“开发者”选项卡。看起来如下:

    Developer Tab

    Now there might be instances where you have to enable or disable the tab. Here's a quick shortcut for that:

    • Right-click on the Menu Bar and click on the Customize the Ribbon option.

    Customize the Ribbon to enable Developer tab

    • ta-da!您可以在右侧看到开发人员选项,只需取消选项,然后单击“确定”。“开发人员”选项卡将远离菜单列表。

    在“自定义功能区”对话框中禁用开发人员选项卡

    现在,您已经成功地添加了Excel中的标签,让我们通过其组件并理解它们。

    开发人员选项卡 - 不同的部分

    The Developer tab is made up of four different sections - each serving a different functionality. In this segment, we will go through section in detail.

    Code Section

    “开发人员”选项卡中代码组的屏幕截图

    The code section allows you to useVisual Basics for Application (VBA), an event-driven programming language that allows you to automate different tasks in Excel by creating macros and other functions. Clicking on the Visual Basics from the Developer tab will open a window that will allow you to write your own code to automate a task in Excel. You can also use the keyboard shortcut of Alt + F11 to open the VBA editor. But first, you need to add a module to write the code. A VBA module acts as a vessel for your code, keeping it intact.

    Excel中的VBA模块

    To add a module, simply follow the instructions below:

    • Click on Insert and select the Module option in the VBA editor window.插入VBA模块
    • This will open a new Module which can be renamed by clicking on the Name field in the module properties. Most VBA programmers prefer to add a prefix, say 'A_' before the descriptive name making it easier to understand what different modules intend to do. Example: A_CopyPaste.
    • The code below copies the data in the selected range, creates a new spreadsheet, renames it, and pastes the data in the desired cell. Just press F5, and it will run your code or click on Run > Run Sub/UserForm.

    A screenshot of VBA code and renaming a VBA module

    If you are not so proficient in coding, you can still record the task. Just click on the Record Macro in the tab, and it will pop up a dialog box where you can give the name as well as description to the macro. The assignment of the shortcut key allows you to run the macro directly, just like you do to copy data in a cell using Ctrl + C.

    Note:您不能覆盖已经现有的键盘快捷键,例如CTRL + C,因为它已经分配给Excel中的数据。相反,Excel将假设快捷方式CTRL + Shift + C运行宏。

    在Excel中记录宏观对话框

    Once you click on OK, it will indicate 'Stop Recording' in the developer tab. This means you are ready to record your first macro. Follow the instructions below to make your own macro that copy-pastes the data into a different spreadsheet:

    Stop Recording button to stop recording a macro

    • 使用CTRL + C从范围B3:F10中选择并复制细胞中的数据
    • Add a new spreadsheet and rename it to '2'.
    • 在新的电子表格“ 2”中选择单元格B3,然后使用CTRL + V粘贴数据。
    • 您可以使用键盘快捷键Alt + H + O + I格式化列大小,从而使您的列宽度自动调整。
    • 单击从“标签”停止录制。

    恭喜您记录您的第一个宏!You can review this code by going to Visual Basic and clicking on the dedicated module.

    A screenshot of VBA code

    不过,在运行它之前,我们建议您在关闭之前删除电子表格“ 2”,并将工作簿保存在桌面上。快速提醒您,您必须始终将文件保存为'Excel宏观启用的工作簿(*.XLSM),否则宏将无法运行。

    naming a macro-enabled workbook

    现在打开你的工作簿。单击宏的Developer tab or press Alt + F8, select your macro, and click Run.

    Macro dialog box in Excel

    You will see that your macro runs successfully. But wait, let's try it again. Click on Macros from the tab and run your macro. You won't get the desired result, but instead, it will display this error:

    VBA run-time error

    This error basically means that the VBA code could not find a particular object in our workbook. Below is the code for the macro that we had recorded to copy and paste the data into different spreadsheets. Notice the code lines "Sheets("Sheet2").Select and "Sheets("Sheet2").Name = "2"? These two codes are responsible for the error in our VBA code.

    VBA macro code responsible for an error

    On investigating the code and our workbook, we understand that we have already renamed the Sheet2 as "2," making it non-existent, and any subsequent spreadsheets will have a different name, say 'Sheet3', 'Sheet4', 'Sheet5' etc.

    因此,如果您需要再次运行宏,则需要在再次打开后关闭Excel并运行它。非常乏味,对吧?它没有最大程度地最大化我们的重复任务。因此,大多数VBA程序员和财务分析师都喜欢编写自己的代码或对代码进行记录以使其更具动态性,因此可以在不关闭宏观启用的Excel的情况下使用任何次数。

    Since macros are codes written in a programming language, they're susceptible to invading your privacy. Most of the macros have permissions to access different system files and folders and exhibit potential risk even to viruses. If you run a macro written by an unknown person, it can potentially delete all your important files on your desktop or even corrupt your operating system. Thus, Excel disables all the macros by default from a security point of view. The macros can be enabled via the security warning bar by following the below steps:

    • 您创建的大多数宏将是可信赖的来源,因此您可能不会收到安全警告。
    • 但是,您使用的任何第三方宏都将在打开后立即显示安全警告。

    Security warning due to third-party macro

    • Just click on the Enable Content button if you trust the source of the macro to turn it on. You won't receive a security warning the next time you open the file since it will be a trusted document.
    • If you do not wish to enable the macro in the workbook, just click on the 'X,' and it will close the security warning. However, if you try to run the macro again, it will ask you to reopen the workbook and enable the macros.

    在受信任的环境中工作的分析师还可以通过单击宏观安全性并选择“无线电”按钮以启用所有宏来避免安全警告。

    在Excel设置中启用所有宏

    Add-ins Section

    Add-ins are the programs that give additional functionality when attached to the Excel file. Once the add-ins areinstalled,他们在不同的工作簿中工作。

    开发人员选项卡中的附加组组

    Add-ins and Excel Add-ins allow web technologies to interact with the Office applications across different platforms. They are similar to Google extensions and were previously called Office Apps. They replicate the role of an assistant helping you with tasks that Office cannot do easily.

    For example, if you wish to pull the real-time live cryptocurrency data in your workbook, just click on Add-ins and navigate in the financial management section of the store. Click onCryptosheets, and it will add a tab at the end of your menu bar in Excel.

    Excel中的办公室加载窗口

    Analytical tools for statistics as well as automation add-ins can be included in the workbooks by clicking on Excel add-ins and marking ticks on the required tool packs.

    Excel add-ins dialog box

    Controls Section

    The controls section allows an individual to add customizable objects that interact with the data in user forms or documents. For instance, many online forms are devised with radio buttons that provide only a unique choice of option selection for the question by the user.

    You can find the controls section in the Developer tab of Excel. There are two categories of controls in Excel, i.e., "Form Controls" and "ActiveX Controls." Form controls are easier to use as compared to the ActiveX Controls, which are predominantly used in Excel VBA showing up as objects in our macro code.

    表格控件菜单在Excel中

    “开发人员”选项卡中有11种不同类型的控件。让我们探索不同的控件如何工作:

    • Check Box:复选框,也称为tick框或选择框,是一种控制工具,它使用小方框中的复选标记显示了选定的选项。复选框用于选择或取消选择单和/或多个给定选项。要在Excel中插入复选框,请按照以下步骤:
      1. Click on Insert in the Developer tab and select Check Box under Form Controls.
      2. To insert the Check Box, click on the cell where you need it.
      3. The next step is linking the Check box to the desired cell. Simply select format control by using mouse right-click on the checkbox.
      4. In the Control tab of the format control dialog box, select the radio button for Checked and link the cell reference for Check box, say $A$1 for this instance, and press OK. The value of Checked ensures that the checkbox has a tick whenever you open the workbook in the future.
      5. 要检查您的复选框是否链接到单元A1,请尝试打勾并取消盒子。您的复选框正在工作,如果在未插入盒子时滴答作用时,它在单元格A1中显示为true的值。
    • Command Button:命令按钮或按钮是用来画buttons that execute or run an assigned macro. If a workbook contains multiple macros, it can sometimes be inconvenient to run the desired macro from the Developer tab or by using Alt + F8 and, at such instances, creating a command button and assigning the macro to it eases the task for an Excel user.
    • 组合框: Combo box is an interactive tool that allows you to add items of your choice and select them via the drop-down list. The item can be selected by either typing in the text or by clicking on it from the drop-down list.
    • 图像控制:图像控件用于嵌入诸如JPEG或GIF之类的图片,使我们能够裁剪,移动和调整大小,同时让我们显示图片作为电子表格中数据的一部分。例如,在员工出勤电子表格上使用公司徽标和员工照片时。
    • Label: A Label in MS Excel is a descriptive text that gives information or instructions to the user regarding the data in different rows and columns of the Excel. Labels are not interactive by nature and display only the values that are assigned to them. For example, "WallStreetOasis."
    • List Box:像一个组合框一样,列表框允许您添加项目,并让您从许多值集中选择一个值。尽管功能相似,但它们的外观还是不同的。列表框可滚动,显示更多值,而不是一个值一个值。一个组合框将允许用户在框中写文本,而列表框不包含文本框来专门搜索项目。
    • 选项按钮: An option button, or also called the radio button, is a graphical control tool that accepts only a single response from the user from the several options in the set. Any attempt to select another option automatically deselects the previous one, meaning that option buttons are mutually exclusive, allowing only one response from the user. Example: Like a coin toss that will yield either a head or a tail, an option button will allow only one response from the user.
    • Scroll Bar: The scroll bar allows you to increase or decrease the value of the linked cell. You can easily navigate through a large list of items by using horizontal or vertical scroll bars as well as the up and down arrow. The interactive nature of the scroll bar allows a user to scroll for selecting the values from the given list rather than manually typing the value, thereby saving time for the user.
    • 自旋按钮:旋转按钮滚动条允许是相似的the user to make increments or decrements of value by clicking on the up and down arrow, respectively. This helps to quickly change a value or change a range of values such as number increments, date, or time.
    • 文本框:一个文本框允许用户插入文本。默认情况下,它仅允许您添加一行文本。但是,您可以对其进行修改以保存更多信息。根据您对其他用户的期望的输入类型,它可以是静态的或动态的。例如,您可以通过创建只能接受年龄为数字的用户表单来使文本框动态。任何字母响应都将被电子表格中内置的形式拒绝。
    • Toggle Button:使用一个切换按钮将Excel中的条件表示为是/否或用作ON/OFF开关。打开切换按钮时,它可以启用特定条件并在关闭时将其禁用。例如,可以使用一个切换按钮将行中隐藏和放置在电子表格,图表或图片中。
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    XML Section

    XML (Extensible Markup language) is a human- and computer-friendly format derived from Standard Generalized Markup Language (SGML) that is used for representing structured information. An XML tag identifies the data and stores it, as opposed to the HTML tag which is used to display the data.

    如果您已经从事HTML代码工作,则可能会意识到两个标签和<body>分别以网页的不同部分显示了文本。另一方面,不管该位置如何,XML标签允许您使用最适合应用程序的自我描述性标签或语言存储数据。例如,在记事本中,XML数据的一部分写为<phone> 212-877-298X </Phone>表示该元素是XML标签中所述的电话号码。</p> <p><img alt="XML group in Developer tab in Excel" data-entity-type="file" data-entity-uuid="dd18f9f9-5060-4f74-9a34-d3622c629a77" height="144" src="//www.yjhypon.com/files/inline-images/wall-street-oasis_resources-excel_web_developer-tab_xml-group.png" style="padding:20px" width="391" class="align-center" loading="lazy"></p> <p>For example, let's convert the data below into an XML data file:</p> <p><img alt="Sample data in Excel" data-entity-type="file" data-entity-uuid="81257df7-a633-4e32-8ddd-cae54d3a757b" height="299" src="//www.yjhypon.com/files/inline-images/wall-street-oasis_resources-excel_web_developer-tab_sample-data.png" style="padding:20px" width="535" class="align-center" loading="lazy"></p> <ul> <li>First, we need to create a schema, i.e., describe the structure of the XML document in applications such as Notepad.</li> <li>Add the following lines once you open the Notepad. You might notice that we have used the column names as our tags. However, you can use any name you want for the tags. Using the column name tags makes it easier to remember the data while referencing it in our dataset. Save the Notepad file as schema.xml.</li> </ul> <p><img alt="A sample XML schema" data-entity-type="file" data-entity-uuid="02f15790-7527-49f5-8a69-d93fca6e86ea" height="259" src="//www.yjhypon.com/files/inline-images/wall-street-oasis_resources-excel_web_developer-tab_xml-file.png" style="padding:20px" width="535" class="align-center" loading="lazy"></p> <ul> <li><span class="keyword_link"><a href="//www.yjhypon.com/excel-modeling-course-overview" target="_blank">2ManBetX登陆 </a></span>spreadsheet on which you are working. In the XML section of the Developer tab, click on the Source to open the XML Source task pane, which will be on the right side of your screen.</li> <li>Click on XML Maps to add your schema.xml file. Once you add the file, your screen will look like this. Click OK.</li> </ul> <p><img alt="XML Maps dialog box" data-entity-type="file" data-entity-uuid="69834616-3775-49c2-842e-757272582ce7" height="339" src="//www.yjhypon.com/files/inline-images/wall-street-oasis_resources-excel_web_developer-tab_xml-maps-dialog-box.png" style="padding:20px" width="815" class="align-center" loading="lazy"></p> <ul> <li>This will import the XML data that you can see in the XML source task pane. Now just drag the elements onto the worksheet (Row 11).</li> </ul> <p><img alt="XML Source task pane" data-entity-type="file" data-entity-uuid="4e251939-c5f6-4847-a999-90178b6ca2e4" height="211" src="//www.yjhypon.com/files/inline-images/wall-street-oasis_resources-excel_web_developer-tab_xml-source-pane.png" style="padding:20px" width="815" class="align-center" loading="lazy"></p> <ul> <li>Now go to the Developer tab and click on Import from the XML section. Again, select your schema.xml file, and click on OK. You will find that the data is imported into our spreadsheet.</li> </ul> <p>XML在MS Excel中几乎没有实用程序,除非您正在处理需要XML或对XML表有良好了解的其他应用程序。</p> <ul></ul> </div> </div> </div> <div class="field--item"> <div id="paragraph-id-19963"></div> <div class="section bg-mutted entity entity-paragraphs-item paragraphs-item-flexible paragraph paragraph--type--flexible paragraph--view-mode--default pt-4 pb-0" data-bg-color="#FFFFFF" style="background-color: #FFFFFF"> <div class="content"> <div class="panel-box panel-box--info"> <div class="field field-name-field-wso-paragraphs field--type-entity-reference-revisions field--label-hidden field--items"> <div class="field--item"> <div id="paragraph-id-19960"></div> <div class="entity entity-paragraphs-item paragraphs-item-two-columns paragraph paragraph--type--two-columns paragraph--view-mode--default"> <div class="content row"> <div class="column p-l-0 col-first col-sm-24 col-md-12"> <div class="field field-name-field-wsop-paragraphs-in-block 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class="formatted-text field field-name-field-wsop-rich-text field--type-text-with-summary field--label-hidden field--item"> <h3>Sign Up for our Free Excel Modeling Crash Course</h3> <p>Begin your journey into<span class="keyword_link"><a href="//www.yjhypon.com/courses/financial-modeling-prep/elite-modeling-valuation-certification" target="_blank">Excel建模with our</a></span>free<span class="keyword_link"><a href="//www.yjhypon.com/resources/excel" target="_blank">Excel建模</a></span>Crash Course.</p> <p><a class="btn btn-success" href="//www.yjhypon.com/courses/free-online-classes/excel-crash-course"><span class="text">Learn More</span></a></p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="field--item"> <div id="paragraph-id-17083"></div> <div class="entity entity-paragraphs-item paragraphs-item-wso-paragraph-rich-text paragraph paragraph--type--wso-paragraph-rich-text paragraph--view-mode--default"> <div class="formatted-text field 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