Maximize Excel: Intro to Macros Part 2

CPE Credit: 2 hours

In Part 2 of Intro to Macros, Excel expert David Ringstrom, CPA, takes you beyond the basics of Excel’s Record Macro feature and explains how to enhance the code you’ve created by adding error-handling features, interactive features, and decision-making capabilities. You’ll learn how to filter based on cell contents, simplify what-if analysis, play back recorded macros, and much more.
 
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

• Discovering how to enable the Developer menu in Excel 2007 and later.
• Gaining an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
• Learning how to play back macros you’ve recorded so as to eliminate repetitive or tedious tasks.
• Using form controls to simplify data entry as well as control the input of other users.
• Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
• Learning what to do if a Debug prompt appears.
• Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
• Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
• Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

 
Learning Objectives:

• Define how to adjust Excel’s macro security settings.
• State the purpose of Excel’s Goal Seek feature.
• Define the benefits of adding error-handling features to macros.

 
Course Number: 
DR1901
NASBA Field of Study: 
Computer Software and Applications
Level: 
Basic
Presenter:
David Ringstrom
Prerequisites: 
None
Advanced Preparation: 
None