How to Create a Shortcut for Symbol Use in Excel

1. Make sure your Microsoft Excel security level is set to 'Low' or 'Medium.' On the 'Tools' menu, click 'Options.' In the 'Options' window, choose 'Macro Security' and click the 'Security Level' tab and set it to 'Medium' or 'Low.' If Excel is on 'High' security, then it won't allow your macro to run.
2. On the 'Tools' menu, hover over the 'Macro' option, and select 'Create New Macro.' (If you're using Excel 2007, go to the 'View' tab, click 'Macro,' and select 'Record Macro.'
3. Enter a name for your macro in the space provided. Make it something memorable and ensure that it begins with a letter. Do not make the macro name a cell reference--otherwise, it will create errors when run.
4. Enter a letter for your macro under 'Shortcut Key.' When you run your macro, you'll hold 'Ctrl' and press the key you provide in this box. You cannot use a number for the macro.
5. Choose where you want to store the macro. If you want to be able to use it with any workbook, choose 'Personal Macro Workbook.'
6. Enter a description for the macro. Be as concise as possible.
7. Click 'OK.' Now Excel is ready to record the macro. Carry out the steps needed to create your symbol or functions. Remember, the macro tool can record a number of functions in one round, so you can create complex routines to run with every step of the shortcut key.
8. Now that you're finished recording your Macro, click 'Stop Recording' in the Stop Recording toolbar. If you're using Excel 2007, click on the 'Macro' button in the 'View' ribbon, and select 'Stop Recording' from the drop-down menu.
9. Practice using the shortcut and make sure it works correctly. If it doesn't, go to 'Macros,' click on 'View Macros,' and click 'Edit' to make any necessary changes.