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Excel macro for working with data files that have a header line - set up headings with filters and pane

Terry WoodsWeb Developer, specialising in WordPress
IT consultant and specialist in WordPress website management
I regularly work with small to medium sized data files (.csv or other delimited text format) and find Excel the handiest tool for editing them. In my case, they usually have headings in the first line.

I created a handy macro to make the headings easier to read and the data easier to deal with by simply turning on the automatic data filter, freezing the headings in a separate pane, and resizing columns to match the data. Here's how to set it up yourself (Written for Excel 2003):

1. Raw text data loaded into Excel

Here's a csv file opened in Excel, unformatted: Data file, unformatted

2. The end result

Here's the end result. You can't see it here, but when you have more than a page of data, the headers stay visible at the top of the screen: The end result

3. Creating the macro

To create the macro in Excel, we can't unfortunately easily copy and paste the code in, so we'll create an empty macro first:
Choose Tools -> Macro -> Record New Macro Tools -> Macro -> Record New MacroEnter the macro name "FormatHeadings", and choose a shortcut key (I like ctrl-h), and select to store the macro in "Personal Macro Workbook" (so that you can use the macro from any file you open), then click Ok Enter macro name, shortcut key, workbookA little pop up window will appear with a square stop button. Click the square stop button to stop the macro recording.Square stop recording buttonNow we need to edit the macro to put our code in. To do this we need to first unhide the Personal Macro Workbook. Click Window -> Unhide Window -> UnhideSelect PERSONAL.XLS and click Ok. PERSONAL.XLSYou should now be in the Personal Macro Workbook "PERSONAL.XLS". Choose Tools -> Macro -> Macros. Tools -> Macro -> MacrosSelect the macro you created from the list, and click Edit Edit your MacroA "Microsoft Visual Basic" editing window should open, with your macro shown Microsoft Visual Basic windowReplace all of the text between the "Sub ..." and "End Sub" lines (leave the sub and end sub lines themselves) with the following code:
' FormatHeadings Macro
                      ' Written 21/11/2008 by TerryAtOpus
                          Selection.Font.Bold = True
                          ActiveWindow.FreezePanes = True

Open in new window

Hit Ctrl-s or click the Save button to save your changes Click saveClose the "Microsoft Visual Basic" window.
Save the changes to your Personal Macro Workbook by clicking the Save button Save changes to PERSONAL.XLSChoose Window -> Hide to hide your Personal Macro Workbook Window -> HideAnd you're set to go! Hit ctrl-h (or the shortcut you chose) to format your headings!    
Terry WoodsWeb Developer, specialising in WordPress
IT consultant and specialist in WordPress website management

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