Excel Macro is a record and playback tool that simply records your Excel steps and the macro will play it back as many times as you want. VBA Macros save time as they automate repetitive tasks. It is a piece of programming code that runs in an Excel environment but you don’t need to be a coder to program macros. Though, you need basic knowledge of VBA to make advanced modifications in the macro. Show
In this Macros in Excel for beginners tutorial, you will learn Excel macro basics:
Why are Excel Macros Used in Excel?As humans, we are creatures of habit. There are certain things that we do on a daily basis, every working day. Wouldn’t it be better if there were some magical way of pressing a single button and all of our routine tasks are done? I can hear you say yes. Macro in Excel helps you to achieve that. In a layman’s language, a macro is defined as a recording of your routine steps in Excel that you can replay using a single button. For example, you are working as a cashier for a water utility company. Some of the customers pay through the bank and at the end of the day, you are required to download the data from the bank and format it in a manner that meets your business requirements. You can import the data into Excel and format. The following day you will be required to perform the same ritual. It will soon become boring and tedious. Macros solve such problems by automating such routine tasks. You can use a macro to record the steps of
What is VBA in a Layman’s Language?VBA is the acronym for Visual Basic for Applications. It is a programming language that Excel uses to record your steps as you perform routine tasks. You do not need to be a programmer or a very technical person to enjoy the benefits of macros in Excel. Excel has features that automatically generated the source code for you. Read the article on VBA for more details. Excel Macro BasicsMacros are one of the developer features. By default, the tab for developers is not displayed in Excel. You will need to display it via customize report Excel Macros can be used to compromise your system by attackers. By default, they are disabled in Excel. If you need to run macros, you will need to enable running macros and only run macros that you know come from a trusted source If you want to save Excel macros, then you must save your workbook in a macro-enabled format *.xlsm The macro name should not contain any spaces. Always
fill in the description of the macro when creating one. This will help you and others to understand what the macro is doing. Step by Step Example of Recording Macros in ExcelNow in this Excel macros tutorial, we will learn how to create a macro in Excel: We will work with the scenario described in the importance of macros Excel. For this Excel macro tutorial, we will work with the following CSV file to write macros in Excel. You can download the above file here Download the above CSV File & Macros We will create a macro enabled template that will import the above data and format it to meet our business reporting requirements. Enable Developer OptionTo execute VBA program, you have to have access to developer option in Excel.
Enable the developer option as shown in the below Excel macro example and pin it into your main ribbon in Excel. Step 1)Go to main menu “FILE” Select option “Options.” Step 2) Now another window will open, in that window do following things
Step 3) Developer Tab You will now be able to see the DEVELOPER tab in the ribbon Step 4) Download CSV First, we will see how we can create a command button on the spreadsheet and execute the program.
Step 5) Record Macro
You will get the following dialogue window
Step 6) Perform Macro Operations/Steps you want to record
You will get the following dialogue window
You will get the following wizard Click on Next button after following the above steps Follow the above steps and click on next button
Step 7) Format the Data Make the columns bold, add the grand total and use the SUM function to get the total amount. Step 8) Stop Recording Macro Now that we have finished our routine work, we can click on stop recording macro button as shown in the image below Step 9) Replay the Macro Before we save our work book, we will need to delete the imported data. We will do this to create a template that we will be copying every time we have new receipts and want to run the ImportBankReceipts macro.
You will get the following dialogue window
You will get the following data Congratulations, you just created your first macro in Excel. SummaryMacros simplify our work lives by automating most of the routine works that we do. Macros Excel are powered by Visual Basic for Applications. How do I create a macro in Excel from scratch?Writing a Macro from Scratch. Choose the Macro option from the Tools menu, then choose Macros from the resulting submenu. ... . In the Macros In box (at the bottom of the dialog box), select where you want your new macro stored.. In the Macro Name box, type a descriptive name you want assigned to the macro you are writing.. How do I write a VBA macro from scratch?So now we understand the background, let's go ahead and create a macro.. Step 1 Make the Developer Tab Visible. ... . Step 2 Check Your Security Setting. ... . Step 3 Save as a Correct File Type. ... . Step 4 Enter the Visual Basic Editor. ... . Step 5 Create a Module. ... . Step 6 Create a Macro. ... . Step 7 Add Some Code to Your Macro. ... . Step 8 Run Your Macro.. How to create a macro?When you have a repetitive series of tasks to perform, you can record those tasks as a macro.. Place the cursor where you want to start recording the macro.. Click the Record Macro button. ... . Give the macro a name. ... . Click the Keyboard button.. Press the keyboard shortcut keys that you want to use. ... . Click Assign.. Click Close.. How do I create a macro and automate my Excel spreadsheet?Select the Developer tab, then click the Record macro icon/button. 3. Enter the keystrokes that perform the task you are automating, then click the Macro Stop icon/button.
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