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Excel macros personal.xlsb disabled when export Act to Excel

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Copper Super Contributor
Posts: 109
Country: USA

Excel macros personal.xlsb disabled when export Act to Excel

Hi,

 

I typically export my opportunity forecast to excel for reporting to management.  I have built Excel macros to format the spreadsheets properly.

 

When I export the Act data to Excel, and Excel opens, the Personal.XLSB worksheet that contains my macros is not available in the macro selection tool in Excel.

 

Instead, I must save the Excel file, close Excel application completely, then reopen the file.  Once it reopens the Personal.XLSB worksheet appears in the Excel macro selection tool.

 

I understand this is not Microsoft support, but as it only occurs when exporting from Excel I thought it appropriate to ask here how to make the exported Excel file support macro's immediately upon exporting and skipping the save/close/reopen step, which takes longer than running the macro itself.

 

Act V21, Excel is Office 365 MSO 16.0.xxxxx (presumably the latest version).

 

Mike

Silver Contributor
Posts: 1,795
Country: United_Kingdom

Re: Excel macros personal.xlsb disabled when export Act to Excel

I don't think it is possible. The ACT add-in for Excel is basically a macro itself so while this is running it will not allow another to run.

 

You could use the ODBC linking to export the data but I would suggest that your work around is the best solution..