How to Create Custom Shortcut Keys in Excel? (Easy Guide)

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Are you tired of navigating through countless menus and ribbons in Microsoft Excel to access the functions you use most often? Do you wish there was a way to streamline your workflow and save time? Look no further! In this comprehensive guide, we’ll walk you through the step-by-step process of creating custom shortcut keys in Excel, empowering you to work more efficiently and effectively.

Identifying Frequently Used Functions

To make the most of custom shortcut keys, it’s essential to identify the functions you use most often in Excel. Consider the following common tasks:

• Formatting cells: Bold, italic, underline, or change font color
• Inserting elements: Charts, tables, or pivot tables
• Data manipulation: Sort, filter, or create formulas
• Navigation: Moving between worksheets or specific cells

Make a list of the functions you find yourself using repeatedly, as these will be prime candidates for custom shortcut keys. Don’t forget to include any specialized functions specific to your work, such as custom macros or frequently used formulas.

Accessing the Options Menu

To begin creating your custom shortcut keys, you’ll need to access the Options menu in Excel. Follow these steps:

1. Click on the “File” tab in the top-left corner of the Excel window.
2. Select “Options” from the bottom of the left-hand menu.
3. In the Excel Options window, click on the “Customize Ribbon” tab on the left side.

Customizing the Ribbon

Before we create our custom shortcut keys, it’s helpful to understand how to customize the ribbon in Excel. This allows you to group your frequently used functions together for easy access. Here’s how:

1. In the “Customize Ribbon” tab, locate the “Main Tabs” section on the right side.
2. Click the “New Tab” button to create a new tab on the ribbon.
3. Right-click on the newly created tab and select “Rename” to give it a meaningful name, such as “Custom Functions.”
4. Select the new tab and click the “New Group” button to create a group within the tab.
5. Right-click on the new group and select “Rename” to give it a descriptive name, like “Formatting” or “Data Analysis.”
6. In the “Choose commands from” drop-down menu on the left side, select “All Commands.”
7. Scroll through the list of commands and select the desired function, then click “Add” to move it to your custom group.
8. Repeat steps 6-7 for each function you want to include in your custom group.

By organizing your frequently used functions in custom groups on the ribbon, you can quickly access them without having to search through the default Excel menus.

Creating Custom Shortcut Keys

Now that you have your frequently used functions organized in a custom group on the ribbon, it’s time to assign custom shortcut keys to them:

1. In the “Customize Ribbon” tab, locate your custom group and select the function you want to assign a shortcut to.
2. Click the “Customize” button below the “Main Tabs” section.
3. In the “Customize Keyboard” window, click in the “Press new shortcut key” field and press the desired key combination for your shortcut. For example, “Ctrl+Shift+B” for bold formatting.
4. If the key combination is already assigned to another function, Excel will display “Currently assigned to” below the field. You can choose to override the existing assignment or select a different key combination.
5. Click the “Assign” button to allocate the shortcut key to the selected function.
6. Repeat steps 2-5 for each function you want to assign a custom shortcut key to.

When selecting your shortcut key combinations, consider the following tips:

• Use a consistent prefix, such as “Ctrl+Shift,” to avoid conflicts with Excel’s default shortcuts.
• Choose intuitive key combinations that are easy to remember and reflect the function they represent. For example, “Ctrl+Shift+C” for inserting a chart or “Ctrl+Shift+F” for applying a filter.
• Avoid using single-letter shortcuts, as they may interfere with typing or other common actions.

Here’s a table with some suggested shortcut key combinations for common functions:

Feel free to customize these suggestions based on your personal preferences and the specific functions you use most often.

Testing Your Custom Shortcut Keys

After assigning your custom shortcut keys, it’s crucial to test them to ensure they work as intended:

1. Close the “Excel Options” window by clicking “OK.”
2. Create a new workbook or open an existing one.
3. Select a cell or range of cells.
4. Press your assigned shortcut key combination to verify that the corresponding function is executed correctly.
5. Repeat step 4 for each custom shortcut key you created.

If any of your shortcut keys don’t work as expected, return to the “Customize Keyboard” window and double-check your assignments. Make sure there are no conflicts with existing shortcuts and that you’ve assigned the correct key combinations to the desired functions.

Using VBA to Create Custom Shortcut Keys

You can also use VBA (Visual Basic for Applications) to create custom shortcut keys in Excel. VBA provides the OnKey method, which allows you to assign a macro or a specific set of instructions to a particular key combination.

Here’s an example of how you can use VBA to create a custom shortcut key:

1. Open your Excel workbook and press Alt+F11 to open the Visual Basic Editor (VBE).
2. In the VBE, go to Insert > Module to create a new module.
3. In the module, enter the following code:

Sub AssignShortcut()
    Application.OnKey "^+B", "BoldText"
End Sub

Sub BoldText()
    Selection.Font.Bold = True
End Sub

In this example, the AssignShortcut procedure uses the OnKey method to assign the key combination Ctrl+Shift+B (^+B in VBA syntax) to the BoldText macro. The BoldText macro simply sets the Bold property of the selected text to True, making it bold.

1. To run the AssignShortcut procedure and activate the custom shortcut key, go back to your Excel workbook and press Alt+F8 to open the Macro dialog box.
2. Select the AssignShortcut macro and click Run.

Now, whenever you press Ctrl+Shift+B in your Excel workbook, it will execute the BoldText macro and make the selected text bold.

You can customize the key combination and the macro code to suit your specific needs. Here are a few more examples:

' Assign Ctrl+Shift+I to italicize selected text
Application.OnKey "^+I", "ItalicText"

Sub ItalicText()
    Selection.Font.Italic = True
End Sub

' Assign Ctrl+Shift+U to underline selected text
Application.OnKey "^+U", "UnderlineText"

Sub UnderlineText()
    Selection.Font.Underline = xlUnderlineStyleSingle
End Sub

Remember to place these code snippets in a module within the Visual Basic Editor and run the respective procedures to assign the shortcuts.

To remove a custom shortcut key assigned using VBA, you can use the following code:

Application.OnKey "^+B"  ' Removes the Ctrl+Shift+B shortcut

This line of code removes the previously assigned shortcut key without specifying a macro, effectively disabling it.

By using VBA to create custom shortcut keys, you have even more flexibility and control over automating tasks and customizing your Excel experience.

Benefits of Custom Shortcut Keys

Before we dive into the nitty-gritty of creating custom shortcut keys, let’s explore why they are so beneficial:

1. Increased Productivity: By assigning shortcuts to frequently used functions, you can save valuable time and boost your overall productivity. Instead of clicking through multiple menus and ribbons, you can execute your desired action with a simple keystroke.
2. Personalized Workflow: Custom shortcut keys allow you to tailor Excel to your specific needs, making it easier to navigate and work with your preferred functions. You can create shortcuts for the tasks you perform most often, ensuring a seamless and intuitive workflow.
3. Reduced Mouse Dependency: With custom shortcut keys, you can minimize your reliance on the mouse, enabling you to work more efficiently using your keyboard. This is particularly useful for those who prefer keyboard navigation or want to reduce the risk of repetitive strain injuries associated with excessive mouse use.
4. Consistency and Standardization: If you work in a team or collaborate with others on Excel projects, creating a standardized set of custom shortcut keys can ensure consistency and efficiency across the board. By sharing your customizations, everyone can benefit from the same time-saving shortcuts.

Sharing Your Custom Shortcut Keys

If you work collaboratively with others in Excel, you may want to share your custom shortcut keys to ensure consistency and efficiency across your team:

1. In the “Customize Ribbon” tab, click the “Import/Export” button at the bottom.
2. Select “Export all customizations” and choose a location to save the exported file.
3. Share the exported file with your team members via email, a shared network drive, or a collaboration platform like Microsoft Teams or Slack.
4. Instruct your team members to open the “Excel Options” window and navigate to the “Customize Ribbon” tab.
5. Have them click the “Import/Export” button and select “Import customization file.”
6. Locate the shared exported file and click “Open” to import your custom shortcut keys.

By sharing your customizations, you can ensure that everyone on your team benefits from the streamlined workflow provided by custom shortcut keys. This promotes consistency, reduces training time, and enhances overall productivity.

Final Thoughts

Creating custom shortcut keys in Excel is a game-changer for anyone looking to optimize their workflow and boost productivity. By identifying your frequently used functions, customizing the ribbon, and assigning intuitive shortcut keys, you can navigate Excel with ease and efficiency. Remember to test your shortcut keys thoroughly, share them with your team, and regularly review and update them to ensure they continue to meet your evolving needs.

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Vaishvi Desai

Vaishvi Desai is the founder of Excelsamurai and a passionate Excel enthusiast with years of experience in data analysis and spreadsheet management. With a mission to help others harness the power of Excel, Vaishvi shares her expertise through concise, easy-to-follow tutorials on shortcuts, formulas, Pivot Tables, and VBA.