Microsoft Excel 2007 Microsoft Excel 2007 - Illustrated - Illustrated Automating Automating Worksheet Tasks Worksheet Tasks
Oct 28, 2014
Microsoft Excel 2007 Microsoft Excel 2007 - Illustrated- Illustrated
Automating Worksheet Automating Worksheet TasksTasks
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• Plan a macroPlan a macro
• Enable a macroEnable a macro
• Record a macroRecord a macro
• Run a macroRun a macro
• Edit a macroEdit a macro
ObjectivesObjectives
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• Use shortcut keys with macrosUse shortcut keys with macros
• Use the Personal Macro WorkbookUse the Personal Macro Workbook
• Assign a macro to a buttonAssign a macro to a button
ObjectivesObjectives
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Unit IntroductionUnit Introduction
• A A macromacro is a set of instructions that is a set of instructions that performs tasks in the order you performs tasks in the order you specifyspecify• Create macros to automate frequently Create macros to automate frequently
performed tasks that require a series of performed tasks that require a series of stepssteps
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Plan a MacroPlan a Macro
• Create macros for tasks that you Create macros for tasks that you perform on a regular basisperform on a regular basis• To create a macro, you record the To create a macro, you record the
series of actions in a special series of actions in a special programming languageprogramming language
• The sequence of actions is important, The sequence of actions is important, so a macro needs to be carefully so a macro needs to be carefully plannedplanned
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Plan a Macro (cont.)Plan a Macro (cont.)
• Macro planning guidelinesMacro planning guidelines• Assign the macro a nameAssign the macro a name• Write out the steps the macro will Write out the steps the macro will
performperform• Decide how you will perform the actionsDecide how you will perform the actions• Practice the steps you want Excel to Practice the steps you want Excel to
record and write them downrecord and write them down• Decide where to locate the description Decide where to locate the description
of the macro and the macro itselfof the macro and the macro itself
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Enable a Macro (cont.)Enable a Macro (cont.)
• Macro and virusesMacro and viruses• Macros can contain viruses which can Macros can contain viruses which can
damage your computerdamage your computer• Always disable macros if you are not Always disable macros if you are not
working with them.working with them.
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Recording a MacroRecording a Macro
• Use the Excel Macro Recorder to Use the Excel Macro Recorder to create a macrocreate a macro• Click the Record Macro button Click the Record Macro button • Name the macroName the macro• Enter the keystrokes and select the Enter the keystrokes and select the
commands you wantcommands you want• Click the Stop Recording buttonClick the Stop Recording button
• Each action you record is translated Each action you record is translated into program codeinto program code
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Recording a Macro (cont.)Recording a Macro (cont.)
Enter macro name here
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Running a MacroRunning a Macro• Once you record a macro, you should test Once you record a macro, you should test
it to make sure it runs properlyit to make sure it runs properly• Select the macro in the Macro dialog box, then Select the macro in the Macro dialog box, then
click Run to test itclick Run to test it
Listed macros appear here
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Editing a MacroEditing a Macro
• The program instructions of a macro, The program instructions of a macro, called called program codeprogram code, are , are automatically recorded in the Visual automatically recorded in the Visual Basic for Applications (VBA) Basic for Applications (VBA) programming languageprogramming language• Each macro is stored as a Each macro is stored as a modulemodule, or , or
program code container attached to the program code container attached to the workbookworkbook
• Edit a macro with the Visual Basic Edit a macro with the Visual Basic EditorEditor
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Editing a Macro (cont.)Editing a Macro (cont.)
Comment
Code window
Project Explorer with open module
Properties window
Macro program code
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Editing a Macro (cont.)Editing a Macro (cont.)
• Adding comments to Visual Basic Adding comments to Visual Basic codecode• You can explain macro code by adding You can explain macro code by adding
commentscomments• Comments are explanatory text added Comments are explanatory text added
to the lines of codeto the lines of code• A comment must be preceded by an A comment must be preceded by an
apostropheapostrophe
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Using Shortcut Keys Using Shortcut Keys with Macroswith Macros
• Assign a shortcut key combination to Assign a shortcut key combination to run a macrorun a macro• Reduces the number of steps it takes to Reduces the number of steps it takes to
run a macrorun a macro• Assign a shortcut key combination in Assign a shortcut key combination in
the Record Macro dialog boxthe Record Macro dialog box
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Using Shortcut Keys with Using Shortcut Keys with Macros (cont.)Macros (cont.)
Shortcut to run macro
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Using the Personal Using the Personal Macro WorkbookMacro Workbook
• Store commonly used macros in a Store commonly used macros in a Personal Macro WorkbookPersonal Macro Workbook• The Personal Macro Workbook is The Personal Macro Workbook is
always available no matter which always available no matter which workbook is openworkbook is open
• Created the first time you store a macroCreated the first time you store a macro
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Using the Personal Using the Personal Macro Workbook (cont.)Macro Workbook (cont.)
Click to store in new blank
workbook
Stores macro in active workbook
Click to store in Personal Macro Workbook
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Using the Personal Using the Personal Macro Workbook (cont.)Macro Workbook (cont.)
• Working with the Personal Macro Working with the Personal Macro WorkbookWorkbook• By default the Personal Macro By default the Personal Macro
Workbook is hidden as a precautionary Workbook is hidden as a precautionary measure so you don’t accidentally measure so you don’t accidentally delete anything from itdelete anything from it
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Assign a Macro to a buttonAssign a Macro to a button
• You can run a macro by assigning it You can run a macro by assigning it to a button on your worksheet. to a button on your worksheet.
• When you click the button the macro When you click the button the macro will run.will run.
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Assigning a Macro to a button Assigning a Macro to a button (cont.)(cont.)
Add text to label the button
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SummarySummary
• Use Excel Macro Recorder to create Use Excel Macro Recorder to create a macroa macro
• Run a macro to test itRun a macro to test it
• Use the Visual Basic Editor to edit a Use the Visual Basic Editor to edit a macromacro
• Use shortcut keys with macrosUse shortcut keys with macros
• Use the Personal Macro WorkbookUse the Personal Macro Workbook