Saturday, August 11, 2012

DXFert: An Example VBA Add-In with Custom Ribbon

I implemented this project in Excel 2010.  Only the Ribbon modifications are likely to be version dependent (unless you go way, way back).  The form and macro in this project should work in any version of Excel.  

To use the macro launchmyForm(control as IRibbonControl)without the Ribbon buttons, such as you would need to do in an earlier version of Excel, you will need to either change

   launchmyForm(control As IRibbonControl) to launchmyForm() 

or 

write another macro that calls launchmyForm(someDummyObject).

You can download DXFert here to see an example (my previous post explains how to install an Excel Add-In in Excel 2010).  In this post, I am going to walk through the building blocks of the project.  Except for Excel, everything you need for this project is freely available for download.

What You Will Need to Develop Your Own Similar Project
  1. Excel 2007 or later.
  2. DXF file format documentation from AutoDesk
  3. CustomUI Editor Tool from Open XML Developer
  4. A program to allow you to test your DXF output (if that's what you're going for), such as DWG TrueView.
Overview

You need to 
  1. create a UserForm within a macro-enabled workbook (*.xlsm)
  2. write a one-liner macro that invokes the UserForm
  3. create a Ribbon interface which references the one-liner macro, and, finally,
  4. save the project as an Add-In (*.xlam) and activate it.
Creating the UserForm

If you don't have the developer tab available to you,...why ever not?  Turn the silly thing on!  (See here for instructions.)  To learn about developing user forms in Excel generally, there are lots of examples on the web, but I'll just give you a few key pieces of code that were important in my project.

Here's the code I used to open a file SaveAs dialog to help the user indicate the name and path for the file that the results will be exported:


This should work in very early versions of Excel all the way up to the present (version 2010) and probably future versions as well.  My main beef with it is there is a lack of control.  I would like it to complain about the selection of a file which already exists, but if I really wanted to I could include that complaint in my macro code right before I follow through with the export (which I didn't do—but you can, if you wish).

When you want to terminate the form (either by cancelling or after successful completion), you'll want use something like this:


You can learn a lot about the DXF format by looking at my code in the download.  (Hint:  If you have the Add-In added, you don't need to open up the file separately to see the code.  Just go to the Visual Basic Editor (button on the developer tab) and locate the user form DXFout_Form.  Right-click it and choose View Code.)  See page 143 of the AutoDesk's DXF format documentation for a description of the fields in the polyline Entity.

The one-liner code which the Ribbon will call is pretty easy:


The Ribbon expects to pass this control parameter to the subroutines it calls, whether you need to use the parameter or not.

Create the Ribbon Interface

I overcomplicated this my first few tries at it.  Which is what a lot of people on the internet do.  If you want your add-in to have its own ribbon elements, you create those elements using CustomUI Editor (referred to above) within a regular *.xlsm file.  When you are ready to finalize it as an Add-In you just save it as an add-in and activate it.  The same custom UI that showed up in the original *.xlsm file, will then show up all the time.  No fuss, no muss.  No Workbook_AddinInstall() code, no SetCustomUI(longComplicatedXMLString), no nothing, it just works!  You do have to look at a bit of XML code, mind you.

But first, close down your *.xlsm file and open up CustomUI.  Open up your *.xlsm file from within CustomUI.  Go to the Insert menu and select Office 2010 Custom Part and, likewise, Office 2007 Custom Part.  Now it is time for something ugly.  Here is the xml code I used in my project:

For 2010 (customUI14):



For 2007 (customUI):



If you look at the <mso:button> tag you'll notice the launchMyForm bit.  That's the name of the procedure that is to be called.  One parameter is passed, namely, the a reference to the ribbon control that called the subroutine.

Save As an Add-In

At any point, you can turn your *.xlsm project into an Add-In.  (You can even continue editing it while it is an Add-In.)  Go to File, Save As, and select Excel Add-In from the file type options in the SaveAs dialog box.  My previous post talks about installing and activating an Excel Add-In.
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