Maximize Excel: Intro to Macros Part 1
Presented by David H. Ringstrom, CPA
 

Duration: 100 minutes
 
Step-by-step, Excel expert David Ringstrom, CPA, shows you how to create and implement macros—one of Excel’s most powerful features—in this comprehensive presentation. David introduces the Visual Basic for Applications (VBA) macro, explains how to use the Record Macro feature and the Personal Macro Workbook, manage Excel’s macro security prompts, and more. After participating is this webcast, you’ll be equipped to begin utilizing macros immediately.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
 
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.
 
Who should attend:
Practitioners who wish to learn how to create and use macros, which will enable them to become more efficient in Excel.
 
Topics typically covered:
 
• Automating the cleanup of an accounting report in Microsoft Excel with a recorded macro.
 
• Uncovering macro-related commands within Excel’s user interface.
 
• Comparing Center Across Selection to Merged cells for centering text across two or more columns.
 
• Recording a macro to automate using Center Across Selection.
 
• Navigate Excel menus entirely by keyboard shortcuts.
 
• Creating a Quick Access Toolbar icon to enable running macros with a single mouse click or keystroke.
 
• Weighing the risks versus benefits of using macros in Excel spreadsheets.
 
• Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
 
• Recording a contact info macro.
 
• Utilizing the Relative References setting for creating Excel macros to be played back on any cell versus specific cells.
 
• Adding clickable shapes to Excel spreadsheets as a visual means of launching Excel macros.
 
• Preserving macros by saving workbooks in the XLSM format versus the default XLSX format.
 
Learning objectives:
• State how to create a Visual Basic for Applications (VBA) macro in Excel.
• Define how to use the Record Macro feature.
• List actions you can take if you make a mistake while recording a macro.
 
 
 
Level:
Basic

 
Instructional Method:
Group: Internet-based
 
NASBA Field of Study:
Computer Software & Applications (2 hours)
 
Program Prerequisites:
None
 
Advance Preparation:
None