Customizing Excel with a "To Values" Button: Automating a Common Workflow
Tired of repeating the same steps in Excel just to convert formulas to values? This blog shows how a custom “To Values” button can automate the task with a single click—saving time and simplifying file sharing. Learn how AI-assisted development made it easy to build.
Aug 19, 2025

In business environments where spreadsheets power critical analysis and reporting, efficiency matters. Yet even widely used tools like Microsoft Excel still require multiple steps for basic actions—especially when converting formulas to static values. This seemingly minor friction becomes a productivity bottleneck when performed repeatedly.

A common use case illustrates the issue: after preparing a report in Excel, users often need to remove formula references before sharing the file externally. Without simplification, this process requires copying a range, navigating to “Paste Special,” and selecting “Values”—a repetitive, multi-step task that doesn't belong to the default Ribbon.

To streamline this process, a simple yet powerful solution was implemented: a custom “To Values” button added directly to Excel’s Ribbon interface. This button automates the entire process in a single click—converting selected formulas into values instantly, without altering formatting or requiring extra navigation.

The customization process was guided by AI-assisted development using an intelligent assistant. The assistant provided a step-by-step walkthrough for enabling Excel's Developer tab, offered the VBA macro required to execute the action, and detailed instructions for creating a custom Ribbon button to house the functionality. The macro itself was designed to overwrite the selected range with its evaluated values, removing external references and simplifying file sharing.

The macro worked as intended on the first try, and the assistant even provided alternative methods for achieving the same result using different Excel command flows.

This experience highlights two important insights:

  • Excel customization doesn't need to be complex. With the right guidance, even routine enhancements can be implemented in minutes—saving hours over time.
  • AI-powered development accelerates automation. Reliable, context-aware code suggestions reduce friction and empower teams to tailor tools like Excel to their unique workflows.

Empowering users with tailored tools ultimately leads to smoother collaboration and improved efficiency—particularly when repetitive tasks are simplified through automation. For organizations looking to enhance Excel workflows, even small customizations like this “To Values” button can deliver outsized impact.

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