Introduction to Excel Macros: Part 2 (Completed)

Date: Thursday, October 17, 2019
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

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

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Who Should Attend
Practitioners who have some experience with Excel macros and wish to expand their knowledge of implementing them in order to work more efficiently in Excel.

Topics Covered

  • Discovering how to enable the Developer menu in Excel 2007 and later
  • Gaining an understanding of Excel's Goal Seek feature, which is useful in simplifying what-if analyses
  • Learning how to play back macros you've recorded so as to eliminate repetitive or tedious tasks
  • Using form controls to simplify data entry as well as control the input of other users
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features
  • Learning what to do if a Debug prompt appears
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later

Learning Objectives

  • Recognize and apply an enhanced understanding of Visual Basic for Applications (VBA) macros
  • List techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks
  • Implement Excel's Goal Seek feature


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
A basic understanding of Excel macros.

Advance Preparation
It is advised to have attended Macros part 1.

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