Excel - Using Macros to Automate Repetitive Tasks and Processes

On Demand Webinar

Webinar Details $219

  • Rated:
  • Webinar Length: 100 Minutes
  • Guest Speaker:   Mike Thomas
  • Topic:   Business Administration, Business Skills, Human Resources, Taxation and Accounting, Software
  • Credit:   ATAAA 1.5, ATAOP 1.5, ATATX 1.5, CPE 2.0
All Access Membership

Do you find yourself repeatedly performing the same actions or tasks in your spreadsheets? Do you have a time-consuming Excel-based process that you want to automate?
Do you want to control how Excel acts when a file is opened, closed, saved or printed?

If the answer to any of those questions is "Yes", it’s time to learn how to create a macro.

In short, a macro allows you to automate Excel, allowing you to spend more time on other things!

In this session you will learn how to create and edit macros, create macros that can be re-used across multiple files and create macros that run automatically based on an event such as opening or closing a file.

Why you should attend
Being able to create and edit a macro is one of the must have skills for Excel Power Users. Having this knowledge will save you, your colleagues and your customers hours of time by allowing you to automate any Excel-based task or process. If you've never created macros before, this webinar is for you.

Learning Objectives:

•    Using the Macro Recorder to create a macro
•    Saving a file as a macro enabled Excel workbook
•    Running a macro
•    Creating a button to run a macro
•    Editing a macro
•    Using the Personal Macro Workbook - to make macros available to all files
•    Creating a macro that run automatically when a file is opened

Who should attend
This webinar gets you started with macros. It's aimed at intermediate-to-advanced users of Excel and is relevant to all industries and job roles.

The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of the application too.

  1. Introduction
  2. Each Month 00:02:05
  3. Macro Recorder 00:03:39
  4. VBA (Visual Basic for Applications) 00:04:48
  5. Agenda 00:06:54
  6. 01-17 .CSV 00:11:59
  7. Sales.xlsm 00:12:47
  8. Dashboards.xlsx 00:40:36
  9. How to Create a Button on to the Spreadsheet 00:47:46
  10. Assigning a Keyboard Shortcut 00:53:40
  11. Renaming the Macro 01:01:26
  12. Understanding VBA 01:04:13
  13. PDF Handout 01:12:56
  14. How to Change the Code in VBA 01:15:09
  15. Writing Codes 01:23:57
  16. The Personal Macro Workbook 01:24:47
  17. Presenter Closing/Attendee Questions 01:37:54
  18. Presentation Closing 01:44:43
  • .XLSM 00:12:52, 01:25:43
  • .XLSX 00:45:06
  • Cell 00:30:52
  • CSV 00:13:51
  • Customize Ribbon 00:19:03
  • Developer Menu 00:18:46, 00:23:56
  • Keyboard Shortcut 00:29:20, 00:53:40
  • Macro 00:02:03, 00:17:20, 00:22:57, 00:43:14
  • Macro Recorder 00:03:47, 00:13:34
  • Pivot Table 00:42:55
  • Text to Columns Wizard 00:42:26
  • VBA 00:04:49, 00:15:05, 00:57:21, 01:04:13
  • Workbook 00:29:42

.CSV: Comma-Separated Value files are text files where each field of data is separated by a comma. This is an effective means to export data from QuickBooks that you, in turn, wish to analyze in Excel.

.XLSM : The .XLSM file extension signifies a Macro-Enabled Excel Workbook. Such workbooks may contain programming code that can automate repetitive tasks in Excel. If prompted, do not enable macros in .XLSM workbooks of unknown provenance because viruses and malware are sometimes transmitted by tricking users into opening such workbooks.

.XLSX: A file with the. xlsx file extension is a Microsoft Excel Open XML Spreadsheet (XLSX) file created by Microsoft Excel. You can also open this format in other spreadsheet apps, such as Apple Numbers, Google Docs, and OpenOffice.

Cell: In spreadsheet applications, a cell is a box in which you can enter a single piece of data. The data is usually text, a numeric value, or a formula. The entire spreadsheet is composed of rows and columns of cells.

Customize Ribbon: The ribbon in the Microsoft Office programs can be customized to meet individual needs. It ispossible to create custom tabs and custom groups that contain frequently used commands.

Developer menu: Turn on the Developer tab in Excel if you want to create a macro, export and import XML files or insert controls.

Keyboard Shortcut: A keyboard shortcut is a series of one or several keys that invoke a software program to perform a preprogrammed action. This action may be part of the standard functionality of the operating system or application program, or it may have been written by the user in a scripting language.

Macro: One or more lines of programming code that automate tasks. The Macro Recorder allows users to automate tasks without seeing the underlying programming code.

Macro Recorder: A feature in Excel that allows you to transcribe actions you take in Excel into programming code.

Pivot Table: A report creation tool in Excel that enables you to quickly summarize lists of data into summary reports by clicking checkboxes and dragging fields onscreen.

Text to Columns Wizard: An Excel feature which allows users to separate data from a single column within an Excel spreadsheet into two or more columns, or to remove unnecessary data from within a column.

VBA - Visual Basic for Applications : Visual Basic for Applications is a computer programming language developed and owned by Microsoft. With VBA you can create macros to automate repetitive word- and data-processing functions, and generate custom forms, graphs, and reports. VBA functions within MS Office applications; it is not a stand-alone product.

Workbook: In Microsoft Excel a workbook is a collection of one or more spreadsheets, also called worksheets, in a single file.

Guest Speaker

  • Mike Thomas

ATAAA Credit

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ATAOP Credit

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ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.