Creating a macro may ultimately involve programming techniques but most macros are developed by recording the way you use standard Excel commands. This topic will show you how to create macros and give you examples of various macros that handle large amounts of information and interact with multiple files. You will also see how to activate a macro with commands, buttons, keystrokes or pictures.
Objectives of the Presentation
Macros can eliminate some of the drudgery associated with repetitive tasks, as well as open the door to powerful capabilities that you cannot perform with standard Excel techniques.
Join us as seasoned Excel coach Tom Fragale explains exactly what macros are and how to put them to work for you right now! You'll learn the best and fastest ways to create and modify time-saving macros with a minimum of effort, including:
- Recognizing situations ideal for creating macros
- How to create a macro by recording, and why this is usually the best way to create a macro
- Four ways to run a macro- keystroke shortcut, toolbar button, command, or graphic
- Ways to work with macro code (in the language called Visual Basic) created when you record command sequences
- How to use the step method to test a macro slowly
- Understanding when you need to add code to a macro and efficient ways to do it
- Ways to extend the power of macros to perform tasks you cannot achieve with standard Excel features
By seeing examples of how you can automate repetitive tasks-whether short or long-you'll be able to create tools that you can use to work more efficiently with Excel. Plus, a quick introduction to the world of Visual Basic will give you insight into how this programming feature broadens the scope of Excel usage.
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Why Should you Attend
Don't be afraid of macros - learn how to create and use them. When you find yourself repeating actions in Excel - whether it's a five-step sequence you use when formatting a certain cell type or the 30 steps you use when you sort, filter and print multiple worksheets once a week, the possibility exists that you can automate these actions in the form of a macro. Thereafter, you can perform these sets of actions with a simple keystroke combination, a button in a worksheet, or by using a button in the Quick Access toolbar.
Rationale for Using a Macro - Why?
Who will Benefit
Steps Used to Record a Short Macro
- Frequent Use of Lengthy Command Sequence
- Sort/Print/Re-Sort/Print Sequence
- Length Data Manipulation Need
How to Run (Play Back, Execute…) a Macro
- Naming the Macro
- Assigning a Keystroke Shortcut
- Storing the Macro
- Avoiding Pitfalls While Recording
- Keystroke Shortcut; Command
- Button in the Quick Access Toolbar
- Worksheet Picture or Clipart
Using the Step Method to Test a Macro Slowly
- Quick View
- Comments and Commands
- Editing Code
- Viewing Code as You Record a Macro
Using IF Logic in a Macro to Create Different Actions Based on Changing Conditions
Extend the Power of Macros to Perform Tasks You Cannot Achieve With Standard Excel ® Features
- Business owners
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody with large amounts of data
- Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive
- Financial Consultants
- IT Professionals
- Human Resource Personnel