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This page purpose's is to introduce an Excel macro called "Quik2Code" with instructions to install and to provide use cases with examples.
Introduction
A research concept is can be viewed as a collection of data elements with controlled vocabularies applied. At CDISC, we use the CDISC Controlled Terminology for identifying controlled vocabularies. To perform this task, a metadata developer often needed to cross-reference multiple spreadsheets; and, manually transcribe codelist contents by either re-typing or copy-and-pasting data. This mode of operation is not only tedious, but error-prone to typographical errors.
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The following describes the steps to install Quik2Code on a Microsoft Windows PC:
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A. Create folder and place Quik2Code Excel macro file - Using File Explorer, on the C: drive, create a CDISC folder, i.e., C:\CDISC
- Place the Excel macro file <<ct_picker.xlsm>> file quik2code.xlsm in it
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B. Add CDISC folder as a trusted folder for launching Excel macro - Open Excel
- Select File | Options. The Excel Options dialog box appears
- Select Trust Center on the left pane
- Click Trust Center Settings... The Trust Center dialog box appears
- Select Trusted Locations on the left pane
- Click Add new location... The Microsoft Office Trusted Location dialog box appears
- Type or browser to C:\CDISC as Path
- Click OK:
- The Microsoft Office Trusted Location dialog box closes
- C:\CDISC appears on the list of paths under Trusted Locations
- Click OK to close the Trust Center dialog box
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C. Create a customize Excel ribbon for Quik2Code (assuming Excel 2010 and 2013 versions) - Download this <<Excel this Excel UI customization file>>file and place it into C:\CDISC folder
- Repeat Steps B1, B2 to bring back the Excel Options dialog box, if it is not already showing
- Select Customize Ribbon
- Click Import/Export at the lower right corner of the Excel Options dialog box
- Select the Import customization file option. The File Open dialog box appears
- Browse to the Excel UI customization file saved in Step C1
- Click Yes when prompted to replace ribbon
- An entry labeled CDISC (Custom) appears on the right side of the Excel Options dialog box
- Expanding the node will reveal Function (Custom)
- Expanding again will reveal Quik2Code
- Click OK to close the Excel Options dialog box
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D.Verify Quik2Code Install - Select the ribbon labelled "CDISC" from the top menu
- Click the Quik2Code icon
- The CDISC Controlled Codelist spreadsheet appears and may obstruct Quik2Code. If so, minimize the CDISC Controlled Codelist spreadsheet
- The Quik2Code's user interface appears
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