Excel Macro – Make Your Complex Tasks Automated


The Excel Macro…What is that?

  • A macro is a series of commands and functions that can be run whenever you need to perform the task.

  • Macros can automate complex tasks and reduce the number of steps required to complete tasks that you perform frequently.

  • The easiest way to create an Excel macro is to have Excel records the actions and then store these actions as a macro.

  • Macros can be played back or modified at any time.


    To record a macro

  • From the Tools menu, point to Macro and click on Record New Macro.
  • From the Record Macro dialog box displayed, enter a name for the macro in the Macro name: text box.

    Record macro dialog box


  • The default description is displayed in the Description: text box, and contains the date and user name. If required, change it.
  • To begin recording, click OK.
  • Perform the actions you want the macro to record. Actions can be any combinations of Excel commands.
  • To stop recording, from the Tools menu, point to Macro and click on Stop Recording.


    To assign a shortcut key to the macro

  • From the Tools menu, point to Macro and click on Macros.
  • From the Macro dialog box displayed, select the macro name (if recorded before) to which you want to assign a shortcut key.

    Macro dialog box


  • Click the Options button to display the Macro Options dialog box.
  • Type a letter into the Ctrl+ text box. This combination key will be used to invoke the macro.
  • Click OK to return to the Macro dialog box.
  • Click on the Cancel button to close.


    To run a macro using the Tools Macro command

  • From the Tools menu, point to Macro and click on Macros.
  • From the Macro dialog box displayed, click on the name of the macro you wish to run in the Macro name: list box.
  • Click the Run button.Note: If you wish to edit or delete a macro, just click on the particular button.


    To run a macro using the assigned shortcut key

  • Press Ctrl+?, with ? is the letter which you assigned.


    To create a button and assign an Excel macro to it

  • If the Forms toolbar is not display, right click on any toolbar that is visible and from the pop-up menu that is displayed select Forms.
  • To create a button, click the Button icon on the Forms toolbar.

    Forms toolbar Button icon


  • Then, click and drag the mouse to the intended button size.
  • When release the mouse button, the Assign Macro dialog box will be displayed.

    Assign MAcro dialog box


  • Click on the Record button and the Record Macro dialog box will be displayed.
  • Enter a name for the macro in the Macro name: text box.
  • Click on the OK button.
  • Record your macro in the normal way, and click on the button and select Edit Text from the pop-up menu.
  • To run the macro, simply click on the button.


    To change a button name

  • Double click on the button to highlight the button name.
  • Type in a new name and click on any worksheet cell to deselect the button.


    To delete a button

  • Click on button and press the Delete key.

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