Macros: Part 4

Level: Advanced

Available Durations:

  • 90 minutes
  • 100 minutes
  • 120 minutes

This topic is best presented in 90 minutes or more.

Description:

If you’d like to learn even more about Excel macros, this course by expert David Ringstrom, CPA, is just what you need. Step-by-step, David walks you through the process of creating custom dialog boxes that can add interactivity in Excel and help you better manage a user’s actions. He builds a custom printing interface that he dubbed “Plug and Print,” which allows you to pick and choose worksheets to print from any workbook. The presentation also teaches you how to create a basic UserForm for prompting users to input data, including all the required fields. In addition, David shows you how to move module sheets and UserForms between workbooks, as well as how to remove them from workbooks when they’re no longer needed.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Office 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:

  • Incorporating a new feature that enables you to pick and choose the worksheets to print from any workbook—no programming knowledge or experience required.
  • Placing ListBoxes on UserForms to empower you to make a single choice or multiple choices from a list.
  • Creating a macro to launch a UserForm.
  • Dressing up UserForms with Frames as well as using Frames to isolate sets of OptionButtons.
  • Contrasting Option Buttons to CheckBoxes on UserForms for allowing a single selection from two or more choices.
  • Adding label controls to UserForms to add captions or display instructions.
  • Building a simple UserForm for data entry purposes in Excel.
  • Triggering macros in Excel by way of CommandButtons added to UserForms.
  • Creating a UserForm, or custom dialog box, from scratch in Excel.

Learning Objectives/Why You Should Attend:

  • State the method in Visual Basic for Applications that would display a UserForm.
  • Recall the aspect of the Properties Window that allows you to change the wording that appears at the top of a Frame control.
  • Identify the property that allows you to specify or unspecify one or more items within a ListBox.

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 the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
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