Department of Agricultural Economics Extension

Excel Tips

Note: Important! Workaround to December 2014 Macro Issues


Each OSU Enterprise Budget is an Excel workbook with multiple worksheets within the workbook. To use a budget, you will need Excel 2007 (or a later version). Open Excel by clicking on the Excel icon.

To find out what version you have, Excel 2007 users will see a Microsoft Office Button on the upper left-hand corner of the screen. Click on it, and then click on Excel Options, Resources, and About. Excel 2010 users will see File on the upper left-hand corner of the screen. Click on it and then click Help.

Macro Settings:

Your computer may have a few settings to adjust before the enterprise budgets will function properly. For the macros to operate, the macro security must be set prior to opening a budget file.

In Excel 2007, click the Microsoft Office Button on the upper left-hand corner of the screen and then Excel Options. In Excel 2010, click on File on the upper left-hand corner of the screen and then Options.

Click Trust Center and then Trust Center Settings…
 

Click Macro Settings, choose Enable all macros, and click OK.

Open a budget file.
In Excel 2007, click the Microsoft Office Button (for Excel 2010, click File) on the upper left-hand corner of the screen, Open, locate the OSU Budgets (or the directory in which you copied the Enterprise Budgets) and then click on a selected file name.

Saving a Customized Budget
In Excel 2007, to save a customized budget, click the Microsoft Office Button on the upper left-hand corner of the screen, Save As, then Excel Macro-Enabled Workbook, and give the budget a new name so as not to replace the original budget template. Saving the file will preserve all customized information in all sheets for re-use.

Warning: In Excel 2007, do not save a 2007 Excel formatted budget file other than the highlighted option shown above. This will allow the software’s macros to perform as intended once reopened in Excel 2007.

Note: To save a 2010 Excel formatted budget file, click File on the upper left-hand corner of the screen, Save As, and give the budget a new name so as not to replace the original budget template. As with 2007, make sure the file is saved with .xlsm filename extension.

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