Christopher Guertin VAMC – West Palm Beach, FL [email protected] 1.

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Macros For Reflections

Christopher GuertinVAMC – West Palm Beach, [email protected]

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Define what a Macro is Tell the differences between VB and

VBA Record a Macro Edit a Recorded Macro Create a Macro Explain when and why we would use

a Macro in Reflections

Objectives

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Macro (noun) Webster Dictionary a single computer instruction that

stands for a sequence of operations Sometimes referred to as:

Macroinstruction

What is a Macro

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VB – Visual Basic

Standalone Can be used complied

into an executable and run outside the host

Uses same syntax as VBA

VBA- Visual Basic For Applications

Requires an Application

Reflections Excel Word Access

Is complied and run within inside the host only

Uses same Syntax as VB

VB vs VBA

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Saves Times Consistent Data Easy to make both minor and major

changes Exportable / Importable Multiple + Easier to use interfaces Allows for User Input Software Already Available

Why use a Macro

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Automating almost anything Mouse, Keyboard, Options on Menu

Creating Dialog Boxes or User Forms Passing Data Between Applications Error Checking and Handling

What a Macro Can Do

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Examples: Change Screen Fonts, Color, Size Assign Functions to Keys Allow User Input for Fileman Reports Allow Fileman Reports to be Dynamic Clean up “Dirty Data” Complete Repetitive Tasks Works well with Fileman Transfer Data to/from MS Office Products No Programmer Access Required

Benefits of Macros for Reflections

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DO NOT put your username or password into a macro to use as an AutoLogin

Code Entered is generally not considered Encrypted

Security

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Sample Reflections Screen

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Must start with letter May Contain Numbers, Letters May use an Underscore 80 Character Max No Special Characters or Spaces

Example: INPT_WORKLOAD_2011

Naming a Macro

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Macro Start Recording

Stop, Pause, Annotate

Can Edit, Create button, Map to key

How to Record

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Macro Macros Edit

How to Edit Macro

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Macro Macros Type in name under Macro Name:

Creating Macro

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Setup Keyboard Map

Assigning Macro to Key

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Setup Mouse Map

Assigning Macro to Mouse Button

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Right Click Tool Bar

Setup Toolbars Customize New Button

After Recording – Check – Create Button

Assigning to Button on Toolbar

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Customizing Buttons

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Macro Stop Macro Ctrl+Break Create a Button

Stopping a Macro

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File Save As

Saving Macro

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Setup Toolbar… Settings

Saving Tool Bars

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VBA – Adding to MS Office Products

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Customize Quick Access Toolbar More Commands Customize

Customize Quick Access Toolbar

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Tools References

Adding / Removing Object Libraries

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Wait for Input into Reflections Message Box to Help

Input Box User Form

User Input

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Message Box

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Input Box

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User Form

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Could be a course all by itself Many Options

Label Text Box Combo Box List Box

User Form

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User Form - WYSIWYG

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User Form – How the User Sees It

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Converts Date to Format Useable by VISTA

Date Converter

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Format() Format(expression[, format[, firstdayofweek[, firstweekofyear]]])

strDate = Format(strDate, "dddd, mmm d yyyy") Wednesday, Aug 3 2011

MyStr = Format(strTime, "hh:mm:ss AMPM") 05:14:03 AM

Format Date / Time

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Operators Arithmetic

+, -, *, / Comparison

>, < , = Concatenation

&, + Logical

And, Not, Or

Expressions

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Variables Naming

Must start with letter Can be up to 255 characters Cannot contain a Space but can use

underscore Cannot contain Operators or Special

Characters

Variables

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Should be declared Procedure

Only for that Procedure Automatically declared Dim strDRUG as String

Private All Procedures in the Module Private strDRUG as String

Public All Procedures in All Modules of Project Public strDRUG as String

Variable Life

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VB Codes

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Ascii Codes

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Message Box

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If - Then If – Then – Else If – Then – ElseIf – Else GoTo Select Case

Statements

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For – Next For Each – Next Do While – Loop Do – Loop While While – Wend Do Until – Loop Do – Loop Until

Loops

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Comparison Operators

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Logical Operators

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Format Transmit WaitForString Ucase Lcase

Able to create your own Allows for only one set of code(refer to

it)

Functions

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‘ Apostrophe for comment(will not run)

Comment Top: User, Date, Explain Function After Code

Declare Variables at Top TALLman Lettering

Use Error Handler Try to make more universal

Good Habits

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Create in Test Account if possible Be careful and use checks when user

will be creating orders Validate Data

Good Habits

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Create Buttons to Change Column Size

Switch Column Size

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Screen Capture to Text FileLogging On/Off

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Differentiate Screens Allows users to easily change to

preferred color scheme

Changing the Color of the Screen

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Macro Macros Select from list and click Run

How to Run Macro

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Click on Button Created

Run a Macro

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From a Macro you can Load a User Form-Auto-Populate Fields Then Send User Input back to Original Macro

Code Behind the User Form

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The Code will start running and user input will be requested as needed

Macro has Started

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Many Input boxes can be used or one user form

Default Values may be set

User Input

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Many Input boxes can be used or one user form

Default Values may be set

User Input

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The user input is captured and then added to the Fileman routine

The user input is then used

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The routine appears to be done but more actions are preformed in the background

May have a final stop to allow it to be aborted

The routine is run

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What is happening Behind the Scenes

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The Results from the Macro

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Shawn Toy Created an Amazing Add-In for Excel that will allow text that wraps to be flattened out

http://vaww.infoshare.va.gov/sites/vapharmacyinformatics/WIKI/FileMan/FileMan_TextCapture_Tools.aspx

From .TXT to Excel

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Add-In FileMan Tools File Import Interm

How to use Add-In

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Easy as 1, 2, 3

Delimited Data

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The header will confirm when it was run and what user input was entered

The data can be copied over to a new sheet or the top part can be deleted to make the headers active

The Final Results

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Can be useful to learn Syntax and Concepts

Help File

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Help File

Methods Properties Events

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Pharmacy ADPAC Email Group Visual Basic Books / References VBA Books Google SharePoint (Future)

More Help

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SharePoint Sitehttp://vaww.infoshare.va.gov/sites/vapharmacyinformatics/WIKI/

VBA/Home.aspx

Share Design Ideas Integrate Fileman Routines Seamless Data Transfer to MS Office

Products VBA / Macro Education Series

Reflections MS Office

The Future

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Questions