How to Record and Run a Macro in 4 Easy Steps
- Have basic Excel knowledge
Learn how to harness the power of automation in Excel by recording a Macro in 4 easy steps!
- How to record and run a macro
- When and why macros don’t always work
- Why macros can save time, reduce errors and automate basic tasks
- Why macros can also be very dangerous and what to be careful of when using macros
- Anyone who wants to learn how Macros in Excel are recorded and run
- Recording a Macro
- Enabling the Developer Tab
- Step 1: Clicking Record
- Step 2: Recording your Macro
- Step 3: Clicking Stop and Saving your Macro
- Step 4: Running Your Macro
- Where to use a Macro?
- Create a Macro Example - Formatting a Report
- Create a Macro Example - Filtering Data
- Where to from here?
- Test your Excel macros knowledge!
- Bonus Lecture: User Defined Functions Intro
- Bonus Lecture: User Defined Functions Walkthrough
- Introducing the Excel Object Model
Matthew is an entrepreneur, engineer, CFA® charterholder, trainer and Excel addict with a love for finance, data science, process optimisation, data visualisation and building businesses.
As a qualified engineer, Matthew has consulted to five of the largest South African banks and numerous corporates and parastatals on a number of technology, dashboard, strategy, risk, training, financial modelling and process re-engineering engagements. He has provided Excel and Financial Modelling training to four of the largest banks in South Africa, and runs regular, highly rated in-house and public Excel, VBA, Financial Modelling and Dashboards training courses. With practical insight and a broad client base, Matthew has never been rated less than 5 out of 5 for subject matter expertise.