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K2’s Introduction to Excel Macros

Course - K2's Introduction to Excel Macros

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Major Topics

  • Getting started with Excel macros by using the Macro Recorder
  • Fundamentals of writing VBA code
  • Saving and sharing macros
  • Getting started with User-Defined Functions

Learning Objectives

  1. Create a macro in Excel using the Macro Recorder tool
  2. Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  3. Identify the usefulness of the Macro Recorder and list four critical limitations of the Macro Recorder; additionally, modify Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  4. List the nine essential elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
  5. Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE

Course Description

You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, “One day, I’ll learn how to write macros.” Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA).

This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel’s Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

Compliance Information

Intended Audience

Business professionals seeking to extend Excel’s functionality with simple yet highly effective macros

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

4 Credits

Published Date

November 2, 2022

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

Overview

You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, “One day, I’ll learn how to write macros.” Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA).

This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel’s Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

Course Details

  • Getting started with Excel macros by using the Macro Recorder
  • Fundamentals of writing VBA code
  • Saving and sharing macros
  • Getting started with User-Defined Functions

  1. Create a macro in Excel using the Macro Recorder tool
  2. Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  3. Identify the usefulness of the Macro Recorder and list four critical limitations of the Macro Recorder; additionally, modify Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  4. List the nine essential elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
  5. Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE

Intended Audience — Business professionals seeking to extend Excel’s functionality with simple yet highly effective macros

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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