3-Hrs Virtual Seminar on Excel Macros : A Complete Guide from Beginner to Intermediate Levels

Master Macros Top Features like Visual Basic for Applications, Record Macro & Excel’s Personal Macro Workbook to Eliminate Repetitive Tasks.

Instructor :
David Ringstrom

Webinar ID:
2388

Date: 10 November 22, THU

Start Time: 10 a.m. PT

Duration: 3 Hrs

What you will learn

  • Define how to adjust Excel’s macro security settings
  • State purpose of Excel’s Goal Seek feature
  • Recall the benefits of adding error-handling features to macros
  • How to prevent macros from being discarded from workbooks when saving
  • Define how to adjust Excel’s macro security settings.
  • State the purpose of Excel’s Goal Seek feature.
  • Recall the benefits of adding error-handling features to macros
  • Identify how to prevent macros from being discarded from workbooks when saving.
  • Recall how the Unhide command is used 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.

Course Description

If you want to learn how to create and implement macros—one of Excel’s most powerful features—this presentation is designed just for you.

Excel expert David Ringstrom, CPA, introduces you to the concept of:

  • Excel macros as well as to the Visual Basic for Applications (VBA) macro.
  • How to use the Record Macro feature and Excel’s Personal Macro Workbook.

Next David takes you beyond the basics of using Excel’s Record Macro feature. He shows you:

  • How to enhance the code you’ve created with the Record Macro feature by adding error-handling functions
  • Decision-making capabilities, and interactive features.
  • In addition, David presents …

If you want to learn how to create and implement macros—one of Excel’s most powerful features—this presentation is designed just for you.

Excel expert David Ringstrom, CPA, introduces you to the concept of:

  • Excel macros as well as to the Visual Basic for Applications (VBA) macro.
  • How to use the Record Macro feature and Excel’s Personal Macro Workbook.

Next David takes you beyond the basics of using Excel’s Record Macro feature. He shows you:

  • How to enhance the code you’ve created with the Record Macro feature by adding error-handling functions
  • Decision-making capabilities, and interactive features.
  • In addition, David presents techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks and become more proficient utilizing Excel macros.

David demonstrates every technique at least twice:

  • First, on a PowerPoint slide with numbered steps
  • Second, in the Microsoft 365 (formerly known as Office 365) version of Excel.

David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Why you should attend

  • Identify how to prevent macros from being discarded from workbooks when saving.
  • Recall how the Unhide command is used 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…
  • Identify how to prevent macros from being discarded from workbooks when saving.
  • Recall how the Unhide command is used 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.
  • Define how to adjust Excel’s macro security settings.
  • State the purpose of Excel’s Goal Seek feature.
  • Recall the benefits of adding error-handling features to macros.

Areas Covered

  • Discovering how to use Excel’s Personal Macro Workbook.
  • Automating the cleanup of an accounting report in Microsoft Excel with a recorded macro.
  • Recording a contact information macro.
  • Automating a repetitive task, such as formatting a set of phone numbers consistently.
  • Recording a macro to automate using Center Across Selection.
  • Deciphering and managing Excel’s macro security prompts.
  • Converting .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Understanding how macros are used in Excel, along with the risks and benefits associated with them.
  • Learning the risks and frustrations of using…
  • Discovering how to use Excel’s Personal Macro Workbook.
  • Automating the cleanup of an accounting report in Microsoft Excel with a recorded macro.
  • Recording a contact information macro.
  • Automating a repetitive task, such as formatting a set of phone numbers consistently.
  • Recording a macro to automate using Center Across Selection.
  • Deciphering and managing Excel’s macro security prompts.
  • Converting .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Understanding how macros are used in Excel, along with the risks and benefits associated with them.
  • Learning the risks and frustrations of using merged cells in Excel worksheets.
  • Learning how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.
  • Using the Workbooks.Open method to open a specific workbook while a macro is running.
  • Understanding syntax errors within Excel macros.
  • Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input.
  • Providing feedback to a user by way of the MsgBox method within a macro.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Choosing the proper file workbook format to preserve macros within Excel workbooks.
  • Viewing the programming code for recorded macros.
  • Triggering and then resolving compile errors within Excel macros.
  • Discovering the array of form controls available within Excel.
  • Utilizing the Application.GetOpenFIleName method to prompt users to select a file while a macro is running.

Who is this course for

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel…
  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Instructor Profile

Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. David’s mantra is “Either you work Excel, or it works you,” so...

Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well.

David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements.

David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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