This course covers how to create a custom function (sometimes called an UDF or user-defined function) in Excel. A custom function is a calculation that the user creates and names. This custom function is then stored in Excel and can recalled when it is needed. In this course, we will be using the Visual Basic Editor and using a couple of VBA keywords; however, this is NOT a VBA or programming course. You will create a couple of different custom functions and then see how to create an Add-ins file so that these functions can be used in all your workbooks.

Learning Objectives
  • Recognize how to find and access the Visual Basic Editor.
  • Identify the components of custom functions and how to use them.
  • Recognize how to create, save and remove custom functions.
  • Recognize the implications of creating custom functions and how they work.
Last updated/reviewed: November 21, 2024
Prerequisites
Course Complexity: Intermediate
Should have a basic understanding of an IF statement. Be aware of your company’s policy on macros. A Custom function is not a macro but some companies treat custom functions as if it they are macros and automatically disable them.
Version: Versions 2010 through Excel 2019 and Microsoft 365 are covered. Some screenshots may differ depending upon the Excel version being used. Users with earlier versions of Excel should NOT take this course. The screenshots in this course, with a few exceptions, are based on Microsoft 365 with updates through November 5, 2024.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview
Course Syllabus
COURSE MATERIAL
  Creating Custom Functions in Excel (Text Based Course)PDF
REVIEW AND TEST
  REVIEW QUESTIONquiz
 FINAL EXAMexam