Excel Essentials: Introduction to Macros Part I & II


Overview
In this session Excel expert David H. Ringstrom, CPA helps you get started with the most powerful feature in Excel by far: Visual Basic for Applications. Master the macro recorder, and then get a list of recommended resources to further your knowledge. In addition, you'll see how to create Visual Basic routines that make decisions, as well as how to create loops that repeat the same task a specified number of times. You'll also see how to create user forms in Excel, which allow you to create custom input screens. Finally, you'll get advice on ironing out problems in your programming code. David will focus primarily on Excel 2007 and later, but will answer questions specific to earlier versions. Alternate instructions for Excel 2003 and earlier are included in the handout where applicable.

Objectives
Recognize and utilize Visual Basic for Applications.
 
Emphasis

  • Understand the benefits and constraints of the macro recorder
  • Explore the Excel's programming environment, known as Visual Basic Editor
  • Learn how to incorporate a free tool into your spreadsheets that simplifies printing multiple worksheets
  • Discover how to have your macros at the ready, in any Excel file you choose
  • Get recommendations on additional resources to expand your knowledge of automating tasks in Excel
  • Use Select Case, If, and For statements in Visual Basic to create code that can make decisions on the fly
  • Transfer macros between workbooks
  • Create customizable prompts that gather information from a user or inform them that the macro is complete.
  • Learn how to create the Plug and Print tool that David shares in the Introduction to Macros class
  • Build user forms that collect data from users to be posted elsewhere in a spreadsheet
  • Learn debugging techniques such as breakpoints and compiling your code
  • Get recommendations on additional resources to expand your knowledge of automating tasks in Excel
Prerequisite
A basic understanding of Excel.
 
Preparation
No advance preparation required
 
Level of Knowledge
Basic/intermediate
 
CPE Credit
4 Hours
 
Delivery Method  
Group Internet Based
 
NASBA Field of Study
Computer Science

Author
David H. Ringstrom