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Macros Creation Steps in Excel

An Excel macro is a recorded set of steps that can automate repetitive tasks. Macros save time by playing back a series of Excel actions without having to perform each step manually. The document discusses how to record a macro to import a CSV file, format the data to meet reporting requirements, and replay the macro to streamline an otherwise manual daily process. It provides basic instructions for enabling macros in Excel and recording a sample macro to demonstrate the process.

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dalal.urvi03
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25 views25 pages

Macros Creation Steps in Excel

An Excel macro is a recorded set of steps that can automate repetitive tasks. Macros save time by playing back a series of Excel actions without having to perform each step manually. The document discusses how to record a macro to import a CSV file, format the data to meet reporting requirements, and replay the macro to streamline an otherwise manual daily process. It provides basic instructions for enabling macros in Excel and recording a sample macro to demonstrate the process.

Uploaded by

dalal.urvi03
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Macros in Excel

What is an Excel Macro?

• Excel Macro is a record and playback tool that simply records your
Excel steps and the macro will play it back as many times as you want.
VBA Macros save time as they automate repetitive tasks. It is a piece
of programming code that runs in an Excel environment but you don’t
need to be a coder to program macros. Though, you need basic
knowledge of VBA to make advanced modifications in the macro.
Why are Excel Macros Used in Excel?

• There are certain things that we do on a daily basis, every working day.
• If there were some magical way of pressing a single button and all of our routine tasks
are done?
• Macro in Excel helps you to achieve that. In a layman’s language, a macro is defined as
a recording of your routine steps in Excel that you can replay using a single button.
• For example, you are working as a cashier for a water utility company. Some of the
customers pay through the bank and at the end of the day, you are required to
download the data from the bank and format it in a manner that meets your business
requirements.
• You can import the data into Excel and format. The following day you will be required
to perform the same ritual. It will soon become boring and tedious. Macros solve such
problems by automating such routine tasks.
Recording A Macro
You can use a macro to record the steps of:
• Importing the data
• Formatting it to meet your business reporting requirements.
What is VBA in a Layman’s Language?

• VBA is the acronym for Visual Basic for Applications. It is a


programming language that Excel uses to record your steps as you perform
routine tasks. You do not need to be a programmer or a very technical person to
enjoy the benefits of macros in Excel. Excel has features that automatically
generated the source code for you.
Excel Macro Basics

• Macros are one of the developer features. By default, the tab for developers is
not displayed in Excel. You will need to display it via customize report
• Excel Macros can be used to compromise your system by attackers. By default,
they are disabled in Excel. If you need to run macros, you will need to enable
running macros and only run macros that you know come from a trusted source
• If you want to save Excel macros, then you must save your workbook in a macro-
enabled format *.xlsm
• The macro name should not contain any spaces.
• Always fill in the description of the macro when creating one. This will help you
and others to understand what the macro is doing.
Step by Step Example of Recording Macros in Excel

• We will work with the following CSV file to write macros in Excel.
• We will create a macro enabled template that will import the above
data and format it to meet our business reporting requirements.
Enable Developer Option

• To execute VBA program, you have to have access to developer option


in Excel. Enable the developer option.
Step 1)Go to main menu “FILE”
Select option “Options.”
Step 2) Now another window will open, in that window do following things
• Click on Customize Ribbon
• Mark the checker box for Developer option
• Click on OK button
Step 3) Developer Tab
• You will now be able to see the DEVELOPER tab in the ribbon

Step 4) Download CSV


First, we will see how we can create a command button on the spreadsheet and execute the
program.
• Create a folder in drive C named Bank Receipts
• Paste the receipts.csv file that you downloaded
Step 5) Record Macro
• Click on the DEVELOPER tab
• Click on Record Macro as shown in the image below
• You will get the following dialogue window

• Enter ImportBankReceipts as the macro name.


• Step two will be there by default
• Enter the description as shown in the above diagram
• Click on “OK” tab
Step 6) Perform Macro Operations/Steps you want to record
• Put the cursor in cell A1
• Click on the DATA tab
• Click on From Text button on the Get External data ribbon bar
You will get the following dialogue window

• Go to the local drive where you have stored the CSV file
• Select the CSV file
• Click on Import button
You will get the following wizard
Click on Next button after following the above steps
Follow the above steps and click on next button

• Click on Finish button


• Your workbook should now look as follows
Step 7) Format the Data
• Make the columns bold, add the grand total and use the SUM function to get the
total amount.
Step 8) Stop Recording Macro
Now that we have finished our routine work, we can click on stop recording macro
button as shown in the image below
Step 9) Replay the Macro
• Before we save our work book, we will need to delete the imported data. We will do
this to create a template that we will be copying every time we have new receipts
and want to run the ImportBankReceipts macro.
• Highlight all the imported data
• Right click on the highlighted data
• Click on Delete
• Click on save as button
• Save the workbook in a macro enabled format as shown below
• Make a copy of the newly saved template
• Open it
• Click on DEVELOPER tab
• Click on Macros button
You will get the following dialogue window

• Select ImportBankReceipts
• Highlights the description of your macro
• Click on Run button
You will get the following data

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