Excel Macro – Make Your Complex Tasks Automated

The Excel Macro…What is that?

• A macro is a series of commands and functions that can be run whenever you need to perform the task.
• Macros can automate complex tasks and reduce the number of steps required to complete tasks that you perform frequently.
• The easiest way to create an Excel macro is to have Excel records the actions and then store these actions as a macro.
• Macros can be played back or modified at any time.

To record a macro

• From the Tools menu, point to Macro and click on Record New Macro.
• From the Record Macro dialog box displayed, enter a name for the macro in the Macro name: text box.

• The default description is displayed in the Description: text box, and contains the date and user name. If required, change it.
• To begin recording, click OK.
• Perform the actions you want the macro to record. Actions can be any combinations of Excel commands.
• To stop recording, from the Tools menu, point to Macro and click on Stop Recording.

To assign a shortcut key to the macro

• From the Tools menu, point to Macro and click on Macros.
• From the Macro dialog box displayed, select the macro name (if recorded before) to which you want to assign a shortcut key.

• Click the Options button to display the Macro Options dialog box.
• Type a letter into the Ctrl+ text box. This combination key will be used to invoke the macro.
• Click OK to return to the Macro dialog box.
• Click on the Cancel button to close.

To run a macro using the Tools Macro command

• From the Tools menu, point to Macro and click on Macros.
• From the Macro dialog box displayed, click on the name of the macro you wish to run in the Macro name: list box.
• Click the Run button.Note: If you wish to edit or delete a macro, just click on the particular button.

To run a macro using the assigned shortcut key

• Press Ctrl+?, with ? is the letter which you assigned.

To create a button and assign an Excel macro to it

• If the Forms toolbar is not display, right click on any toolbar that is visible and from the pop-up menu that is displayed select Forms.
• To create a button, click the Button icon on the Forms toolbar.

• Then, click and drag the mouse to the intended button size.
• When release the mouse button, the Assign Macro dialog box will be displayed.

• Click on the Record button and the Record Macro dialog box will be displayed.
• Enter a name for the macro in the Macro name: text box.
• Click on the OK button.
• Record your macro in the normal way, and click on the button and select Edit Text from the pop-up menu.
• To run the macro, simply click on the button.

To change a button name

• Double click on the button to highlight the button name.
• Type in a new name and click on any worksheet cell to deselect the button.

To delete a button

Click on button and press the Delete key.