5. Use macros and add-ons

In this section: 5.1 Automate tasks with macros 5.2 Do more with add-ons

5.1 Automate tasks with macros

Excel:  Individual messages

Sheets:  Macros and Google Apps Script

Excel 2013 and 2010

Automate repetitive tasks with macros in Sheets. Or, if you need custom functions, menus or windows, you can create them with Google Apps Script. Record a macro: In Sheets, open a spreadsheet. At the top, click ToolsMacrosRecord macro. At the bottom, select the type of cell reference to use: Use absolute references—When you run the macro, it will only do tasks on the exact cells you select. For example, if you start in cell B1 (recording starts when you place your cursor) and then click cell D1 and bold it, the macro will always bold cell D1. Use relative references—When you run the macro, it will do tasks on the cell you select and work you do on other cells. For example, if you start in cell B1 and add a formula and then click cell D1 and bold it, the macro will always add the formula and then move 2 cells to the right and bold that cell. Complete the task you want to record. When you’re done, click Save. Name the macro. (Optional) Create a custom shortcut for the macro. Click Save. Click ToolsMacrosyour macro to run a macro. Create a script: Click ToolsScript editor. Create your script. For more information, see Overview of Google Apps Script.

5.2 Do more with add-ons

Excel: Add-ins

Sheets: Add-ons

Excel 2013   Excel 2010

Use ready-made add-ons to do more with Sheets. Here’s a few things that you can do: Use the Data connector for Salesforce to connect with Salesforce. Use Supermetrics to connect with MySQL and Oracle. Use Copper CRM Custom Report Builder to integrate Copper CRM data. Use Greenhouse Report Connector to integrate Greenhouse recruiting data. Download add-ons: Click Add-onsGet add-ons. (Optional) To see a description of the add-on, point to it or click on it for a full description. Click the add-on that you want to install and click Free. If needed, review the access message and click Allow.

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