Seminar In-Depth

Course Description

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, “One day, I’ll learn how to write macros.” Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel.

Designed for those with little, if any, experience working with macros, this course teaches the fundamentals of creating and working with macros in Excel. In this seminar, you will learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

“Very helpful Excel Macro class for beginners.” L.C., CPA PA

 “I learned a tremendous amount during this course.” A. P., MA

Course Information

CPE Credit: Recommended for 4 hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – NOT a hands-on course

Prerequisites: None

Program level: Basic

Advanced preparation: None

Designed for: Accountants who want to learn how to write macros in Excel

Who should attend: Accountants in all facets of the profession seeking to extend Excel's functionality with simple, yet highly-effective, macros

Course Highlights

• Identify the basic steps necessary to create a Macro in Excel
• Define and describe the fundamental elements of writing macros in Excel, including Defining Macros, Accessing Macro Functionality, Naming Macros, Shortcut Keys, Storing and Deleting Macros, Absolute vs. Relative Cell References in Macros, and Macro Security
• Describe the usefulness of the Macro Recorder and list four key limitations of the Macro Recorder; additionally, describe how to modify the Quick Access Toolbar and the Ribbon to provide shortcuts to macros
• Describe when to use VBA to develop more sophisticated macros and define the nine key elements of macros written using VBA; describe how to work with the VB Editor and list the three key objects of the VB Editor user interface; describe how to copy macros and modules as well as how to delete them
• Describe how to establish variables in macros and the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE along with how to create the code necessary for each of these routines

Dates & Locations