K2’s Introduction to Excel Macros
Computer Software and Applications
4 CPE Credits
Upcoming Live Event Schedule
This course is part of an event and you must register for the associated event to participate.
Unlocking Insights with Excel and Analytics: Multi-State Conference for Accountants
September 24, 2024 | Seminar
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
- Create a macro in Excel using the Macro Recorder tool
- 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
- 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
- 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
- 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
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.
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
- Create a macro in Excel using the Macro Recorder tool
- 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
- 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
- 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
- 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
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.
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