Macros: Part 2

Level: Basic

Available Durations:

  • 90 minutes
  • 100 minutes
  • 120 minutes
This topic is best presented in 90 minutes or more.

Description:

In Part 2 of Macros, Excel expert David Ringstrom, CPA, takes you beyond the basics of using Excel’s Record Macro feature. He shows you how to enhance the code you’ve created with the Record Macro feature by adding error-handling functions, decision-making capabilities, and interactive features. In addition, David presents techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks and become more proficient utilizing Excel macros.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Using the Workbooks.Open method to open a specific workbook while a macro is running.
  • Understanding syntax errors within Excel macros.
  • Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input.
  • Providing feedback to a user by way of the MsgBox method within a macro.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Choosing the proper file workbook format to preserve macros within Excel workbooks.
  • Viewing the programming code for recorded macros.
  • Triggering and then resolving compile errors within Excel macros.
  • Discovering the array of form controls available within Excel.
  • Utilizing the Application.GetOpenFIleName method to prompt users to select a file while a macro is running.

Learning Objectives/Why You Should Attend:

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

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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