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Introduction to Excel Macros Part 1 (Not Available)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

In this session first part of a two part series, Excel expert David Ringstrom, CPA will introduce you to the concept of macros in Excel, which are a means of automating repetitive tasks.

He'll also show how to fix an annoying Excel problem that can only be fixed by way of a macro. Much of Part 1 of this series focuses on mastering Excel's Macro Recorder, while Part 2 gives you some hands on experience with editing and writing programming code in Excel.

Publication Date: August 2013

Designed For
Practitioners who may benefit from working more effectively in Excel.

Topics Covered

  • Learn what a macro is in Excel, along with the risks and benefits.
  • Use a two-word macro to fix an annoying problem in Excel where the used range of Excel expands beyond your actual work area.
  • Learn the risks and frustrations of using merged cells in Excel worksheets.
  • Discover an alternative to merged cells in Excel, which you can in turn automate with a macro.
  • See how to use Excel's Macro Recorder to create simple macros without any programming knowledge required.
  • Learn how to add clickable icons for macros that you record on to Excel's Quick Access toolbar.
  • Discover how to use Excel's Personal Macro Workbook.
  • Enable a hidden button on Excel's Status Bar that makes it much easier to record macros.
  • Learn how to play back macros that you've recorded so as to automate repetitive or tedious tasks.
  • Quickly clean-up accounting data by way of Excel's Text to Columns feature.
  • Learn the nuances of Macro-Enabled workbooks in Excel 2007 and later.

Learning Objectives

  • Recognize how to access the features in Excel's Macro Recorder
  • Identify short-cut keys that can be assigned to a macro



Instructional Method

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
A basic understanding of Excel

Advance Preparation

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