The information in this article applies to:
- Microsoft Excel for Windows, versions 5.0 and 5.0c
- Microsoft Excel for Windows 95, version 7.0
- Microsoft Excel 97 for Windows
- Microsoft Excel for NT, version 5.0
- Microsoft Excel for the Macintosh, versions 5.0, 5.0a
- Microsoft Excel for the Power Macintosh, versions 5.0, 5.0a
SUMMARY
In Microsoft Excel, you can automatically set the summary properties of a
workbook by running a Visual Basic for Applications macro. The macro will
alter the information that appears in the Summary Info window (Microsoft
Excel versions 5.x) or the Summary tab of the Properties dialog box
(Microsoft Excel for Windows 95, version 7.0, and Microsoft Excel 97).
The first sample macro in this article sets the following summary
items:
Title
Subject
Author
Keywords
Comments
If you are running Microsoft Excel for Windows 95, version 7.0, or
Microsoft Excel 97, use the second macro to update these items as well:
Category
Manager
Company
MORE INFORMATION
Microsoft provides examples of Visual Basic for Applications procedures for
illustration only, without warranty either expressed or implied, including,
but not limited to the implied warranties of merchantability and/or fitness
for a particular purpose. The Visual Basic procedures in this article are
provided 'as is' and Microsoft does not guarantee that they can be used in
all situations. While Microsoft support engineers can help explain the
functionality of a particular macro, they will not modify these examples to
provide added functionality, nor will they help you construct macros to
meet your specific needs. If you have limited programming experience, you
may want to consult one of the Microsoft Solution Providers. Solution
Providers offer a wide range of fee-based services, including creating
custom macros. For more information about Microsoft Solution Providers,
call Microsoft Customer Information Service at (800) 426-9400.
To run the sample macros included in this article
- In a new workbook, point to Macro on the Insert menu, and then click
Module.
In Microsoft Excel 97, click the Tools menu, point to Macro, and
click Visual Basic Editor. Then, click Module on the Insert menu.
- In the inserted module, enter the following sample macros:
'This macro prompts the user for information
'about the document and enters that information
'in the Summary tab of the Properties dialog box
'(or in the Summary Info Window in 5.0).
Sub SetSummaryProperties1()
'Dimension the variables for the field entries
Dim wb_title As String, wb_subject As String
Dim wb_author As String, wb_keywords As String
Dim wb_comments As String
'Prompt the user for the information to be entered on
'the summary page
wb_title = InputBox("Enter a Summary title:")
wb_subject = InputBox("Enter a subject:")
wb_author = InputBox("Enter the author's name:")
wb_keywords = InputBox("Enter some keywords" & _
" for this document:")
wb_comments = InputBox("Enter any comments about the document:")
'Update the Summary tab with the information
'that was gathered in the input boxes
With ActiveWorkbook
.Title = wb_title
.Subject = wb_subject
.Author = wb_author
.Keywords = wb_keywords
.Comments = wb_comments
End With
End Sub
'This macro prompts the user for more information
'about the document and enters that information
'in the Summary tab of the Properties dialog box.
Sub SetSummaryProperites2()
'Dimension variables
Dim wb_manager As String, wb_company As String
Dim wb_category As String
'Prompt the user for summary information
wb_manager = InputBox("Enter the name of your manager:")
wb_company = InputBox("Enter your company name:")
wb_category = InputBox("Enter a category for this workbook:")
'Update the Summary tab with the information
'that was gathered in the input boxes.
With ActiveWorkbook
.BuiltinDocumentProperties("Manager") = wb_manager
.BuiltinDocumentProperties("Company") = wb_company
.BuiltinDocumentProperties("Category") = wb_category
End With
End Sub
- To run the macros, click Macro on the Tools menu. (In Microsoft
Excel 97, click the Tools menu, point to Macro, and click Macros.)
Select the SetSummaryProperties1 macro or the SetSummaryProperties2
macro, and click Run.
To view the updated items, use the appropriate procedure for your version
of Microsoft Excel:
- If you are using Microsoft Excel version 5.0, click Summary Info on
the File menu.
- If you are using Microsoft Excel for Windows 95, version 7.0, or
Microsoft Excel 97, click Properties on the File menu, and then
click the Summary tab.
REFERENCES
For more information about changing summary properties, click Answer
Wizard on the Help menu, and type:
how do I change file properties
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