MS Excel - Macros

EL AbquinaTech Ops PHwww.techopsph.com

This is not a programming class (but

we will teach a bit of code)

INTRODUCTION

If you want to eliminate repetitious command sequence or data manipulation tasks, MACROS will help as it is the automation capability of MS Excel.

A single instruction that expands automatically into a set of instructions.In computer science; it is described as a RULE or PATTERN

MACROS

Be familiar with features like:

• Create Macros by Recording• Expand macros for multiple tasks• Making macros available to all workbooks• Launch Macros by Keystroke or Toolbar• Learn VBA environment and edit code• Debug and Testing via Step-mode or split

screens• Do Loops and If commands

GETTING STARTED

• Let us know when it is appropriate to use macros

• Prepare our exercise files

Let us make sure you have MACROS in your

computer

The idea of MACROS

• Any sequences of actions can be turned into a MACRO.

• Record and Store that, so can be used in the future by doing a single click or action

• WHy Macros?

• To automate your work, and save you precious time!

Macro Example

• Open Exercises

Before starting…Security Concerns

• Security issues about macro usage;– File extension is .xlsx– Macro enabled files are .xlsm

• File > Options > Trust Center > Trust Center Settings…

• Go To Trusted Locations

RECORDING A MACRO

Option1: In the status bar (beside “Ready”).– Right click and check Macro Recording

Option2: Under VIEW Tab, there is a MACROS button, then Record Macro…

RECORDING A MACRO

• Choose A Macro Name• Make a Short-Cut Key• Store Macro in– This Workbook– New Workbook– PERSONAL Workbook

• Description

RECORDING A MACRO - Watchout

• Almost ANYTHING you do can be recording (even scrolling, clicking cells,) except for CANCEL, etc./

• After testing/running a macro, we cannot UNDO the actions– Stay away from DELETE data

RECORDING A MACRO - VBA• When you create a MACRO, you create a “small program”• Under Macros > View Macros– The small program in the language called VBA or VISUAL

BASIC for APPLICATIONS

• The more you do recording, you will get to learn about

• Later we will learn about simple codes, Function and Module

RUNNING A MACRO

• Here we will discuss how to Execute, Play Back, etc.

• There are 3 ways to run a Macro– Keystroke– Toolbar– Object

MACROS Tool

• Under VIEW Tab > Macros

KEYSTROKE

KEYSTROKE

PLAYBACK RIBBON

• You can add a button in the QUICK ACCESS TOOLBAR (Excel 2007/2010)

PERSONAL MACRO WORKBOOK

• This is a repository of MACROS you create that can be ran on ALL WORKBOOS that you might open.

USING VBA

• Visual Basic For Applications– Read code: Select Macro then EDIT– Press F11

USING VBA - Components

RECORDING A MACRO IN STAGES

• Knowing the stages of recording will make you familiar if you should need to do any change.

TIP

• Whenever you record, always look for the code by pressing F11

• This will get you familiar on how you make some alterations

2ND SESSION

CREATING NON RECORDED VBA CODE

• ABSOLUTE and RELATIVE• FOR LOOP• DO LOOP• INTERACTIVE

ABSOLUTE and RELATIVE

• Macros are recorded that relative to the initial selected cell in the worksheet

The concept of repetition is within

macros.

FOR LOOP• The concept of repetition is

enabled using macros.

DO LOOP• DO WHILE or DO UNTIL

INTERACTIVE

• A macro that pauses and asks for input from the user

Macro Project – Converting a Mailing List into a Database List

• Scoping• Partial• Testing – Press F8• Together• Joining• Stream-lining

PERSONAL MACRO WORKBOOK – ADVANCED

Conclusion

Assignment

Thank You