Maximize Excel: Intro to Macros Part 1

CPE Credit: 2 hours
  
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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.


Topics Covered

• Making sense of the Enable Content prompt related to macros in Excel.
• Uncovering macro-related commands within Excel’s user interface.
• Automating a repetitive task, such as formatting a set of phone numbers consistently.
• Utilizing the Relative References setting for creating Excel macros to be played back on any cell versus specific cells.
• Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
• Recording a contact info macro.
• Deciphering and managing Excel’s macro security prompts.
• Converting .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
• Understanding how macros are used in Excel, along with the risks and benefits associated with them
• Learning the risks and frustrations of using merged cells in Excel worksheets.
• Learning how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.

• Define how to create general-use macros with the Relative Reference setting for Excel’s Macro Recorder.
• Recall actions you can take if you make a mistake while recording a macro.
• Define how to use the Record Macro feature.