Introduction to Excel Macros Part 1

Author: David H. Ringstrom

CPE Credit:  3 hours for CPAs

In this session Excel expert David Ringstrom, CPA helps you get started with one of Excel's most powerful features. David will introduce you to the concept of macros in Excel, which are a means of automating repetitive tasks. 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. Excel's Macro Recorder feature is easy to get started with, but those unaware of its nuances will quickly become frustrated with its vagaries. David will show you the ins-and-outs so that you can get started with automating your own repetitive tasks today.

David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Publication Date: October 2015

Designed For
Practitioners seeking to understand the concept of macros, as well as anyone looking for experience with Excel's Macro Recorder.

Topics Covered

  • Create custom icons and keyboard shortcuts for macros that you create.
  • Decipher and manage Excel's macro security prompts.
  • Discover how to use Excel's Personal Macro Workbook.
  • Learn the risks and frustrations of using merged cells in Excel worksheets.
  • Learn what a macro is in Excel, along with the risks and benefits.
  • See how to use Excel's Macro Recorder to create simple macros without any programming knowledge required.
  • Use the Text to Columns feature to eliminate unwanted text without retyping, or to separate text into separate columns.

Learning Objectives

  • Identify how to prevent macros from being discarded from workbooks when saving.
  • Recall how to use the Unhide command to locate and manage Excel's Personal Macro Workbook.
  • Define how to create general use macros with the Relative Reference setting for Excel's Macro Recorder.


Instructional Method

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites

Advance Preparation

Registration Options

Regular Fee$59

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