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Using Macros and Visual Basic for Applications (VBA) with Excel

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Presentation on theme: "Using Macros and Visual Basic for Applications (VBA) with Excel"— Presentation transcript:

1 Using Macros and Visual Basic for Applications (VBA) with Excel
Microsoft Excel 2010 Chapter 10 Using Macros and Visual Basic for Applications (VBA) with Excel

2 Objectives Use passwords to assign protected and unprotected status to a worksheet Use the macro recorder to create a macro Execute a macro and view and print code for a macro Customize the Quick Access Toolbar by adding a button Understand Visual Basic for Applications (VBA) code and explain event-driven programs Using Macros and Visual Basic for Applications (VBA) with Excel

3 Objectives Add controls, such as command buttons, options buttons, and check boxes to a worksheet Assign properties to controls Use VBA to write a procedure to automate data entry into a worksheet Review a digital signature on a workbook Using Macros and Visual Basic for Applications (VBA) with Excel

4 Project – Green Valley Conservation Group
Using Macros and Visual Basic for Applications (VBA) with Excel

5 General Project Guidelines
Determine the actions you want to automate, and plan the steps to create a macro Create the first user interface Determine properties for controls in the user interface Establish the Visual Basic code needed for each control Create the second user interface Evaluate the completed user interface through testing Using Macros and Visual Basic for Applications (VBA) with Excel

6 Unprotecting a Password-Protected Worksheet
Click the Unprotect Sheet button (Review tab | Changes group) to display the Unprotect Sheet dialog box Type the password in the Password text box Click the OK button to unprotect the worksheet Using Macros and Visual Basic for Applications (VBA) with Excel

7 Unprotecting a Password-Protected Worksheet
Using Macros and Visual Basic for Applications (VBA) with Excel

8 Click the File tab to display the Backstage view
Displaying the Developer Tab, Enabling Macros, and Saving a Workbook as a Macro-Enabled Workbook Click the File tab to display the Backstage view Click the Options command to display the Excel Options dialog box Click the Customize Ribbon tab to display the Customize Ribbon tools Click the Developer check box in the Main Tabs list to select the Developer tab for display on the Ribbon Using Macros and Visual Basic for Applications (VBA) with Excel

9 Click the OK button to display the Developer tab on the Ribbon
Displaying the Developer Tab, Enabling Macros, and Saving a Workbook as a Macro-Enabled Workbook Click the OK button to display the Developer tab on the Ribbon Click the Macro Security button (Developer tab | Code group) to display the Trust Center dialog box Click the ‘Enable all macros’ option button to select it Click the OK button to close the dialog box and enable macros Using Macros and Visual Basic for Applications (VBA) with Excel

10 Click the File tab to display the Backstage view
Displaying the Developer Tab, Enabling Macros, and Saving a Workbook as a Macro-Enabled Workbook Click the File tab to display the Backstage view Click the Save As command to display the Save As dialog box When the Save As dialog box is displayed, click the ‘Save as type’ button to display a list of file types Click Excel Macro-Enabled Workbook in the ‘Save as type’ list to select the appropriate file type Click the Save button to save the workbook as an Excel Macro-Enabled Workbook file Using Macros and Visual Basic for Applications (VBA) with Excel

11 Displaying the Developer Tab, Enabling Macros, and Saving a Workbook as a Macro-Enabled Workbook
Using Macros and Visual Basic for Applications (VBA) with Excel

12 Displaying the Developer Tab, Enabling Macros, and Saving a Workbook as a Macro-Enabled Workbook
Using Macros and Visual Basic for Applications (VBA) with Excel

13 Converting Names to Proper Case
Using Macros and Visual Basic for Applications (VBA) with Excel

14 Recording a Macro Click the Use Relative References button (Developer tab | Code group) so that the macro uses relative cell references when selecting cells Click the Record Macro button (Developer tab | Code group) to display the Record Macro dialog box Enter the desired name and shortcut key, select the desired store location, and enter the desired description Click the OK button to begin recording the macro and change the Record Macro button to the Stop Recording button Perform the desired actions to add to the macro Click the Stop Recording button (Developer tab | Code group) to stop recording the worksheet activities Using Macros and Visual Basic for Applications (VBA) with Excel

15 Recording a Macro Using Macros and Visual Basic for Applications (VBA) with Excel

16 Setting the Macro Security Level to Medium
Click the Macro Security button (Developer tab | Code group) to display the Trust Center dialog box Click the ‘Disable all macros with notification’ option button Click the OK button to close the dialog box Using Macros and Visual Basic for Applications (VBA) with Excel

17 Setting the Macro Security Level to Medium
Using Macros and Visual Basic for Applications (VBA) with Excel

18 Opening a Workbook with Macros and Executing a Macro
Open the desired workbook containing a macro Click the Enable Content button in the Security Warning bar to open the workbook with macros enabled Click the desired macro’s shortcut key to run the macro Using Macros and Visual Basic for Applications (VBA) with Excel

19 Viewing and Printing a Macro’s VBA Code
Click the Macros button (Developer tab | Code group) to display the Macro dialog box When the Macro dialog box is displayed, click the name of the macro to view and print Click the Edit button to display the Microsoft Visual Basic Editor Click File on the menu bar to display the File menu Click the Print command to display the Print dialog box Click the OK button to print the macro code Click the Microsoft Visual Basic Editor Close button on the right side of the title bar to close the Visual Basic Editor window Using Macros and Visual Basic for Applications (VBA) with Excel

20 Viewing and Printing a Macro’s VBA Code
Using Macros and Visual Basic for Applications (VBA) with Excel

21 Click the desired macro to add
Adding a Button to the Quick Access Toolbar, Assigning the Button a Macro, and Using the Button Right-click anywhere on the Quick Access Toolbar to display the shortcut menu Click the Customize Quick Access Toolbar command on the shortcut menu to display the Customize the Quick Access Toolbar page of the Excel Options dialog box Click the ‘Choose commands from’ box arrow to display a list of commands to add to the Quick Access Toolbar Click Macros in the ‘Choose commands from’ list to display a list of macros Click the desired macro to add Using Macros and Visual Basic for Applications (VBA) with Excel

22 Click the Modify button to display the Modify Button dialog box
Adding a Button to the Quick Access Toolbar, Assigning the Button a Macro, and Using the Button Click the Add button to add the macro to the Customize Quick Access Toolbar list Click the Modify button to display the Modify Button dialog box Click the desired icon in the Symbol list to select it Click the OK button to assign the icon to the new command and to close the dialog box Click the OK button to close the dialog box Click the new button on the Quick Access Toolbar to run the macro Using Macros and Visual Basic for Applications (VBA) with Excel

23 Adding a Button to the Quick Access Toolbar, Assigning the Button a Macro, and Using the Button
Using Macros and Visual Basic for Applications (VBA) with Excel

24 Adding a Command Button Control to the Worksheet
Click the Insert button (Developer tab | Controls group) to display the Controls gallery Click the Command Button button in the ActiveX Controls area of the Controls gallery (column 1, row 1 of ActiveX area) to switch to Design mode Move the mouse pointer (a crosshair) to the desired location for the command button Drag the mouse pointer to draw the command button Release the mouse button to add the Command Button control with the default caption CommandButton1 Using Macros and Visual Basic for Applications (VBA) with Excel

25 Adding a Command Button Control to the Worksheet
Using Macros and Visual Basic for Applications (VBA) with Excel

26 Setting the Command Button Control Properties
With the Command Button control selected and Excel in Design mode, click the Properties button (Developer tab | Controls group) to open the Properties window for the Command Button control If necessary, when the Properties window opens, click the Alphabetic tab Click Caption in the Properties list, double-click the entry in the Caption box, and then type the desired caption Click ForeColor in the Properties list, click the ForeColor arrow, and then click the Palette tab to display a palette of colors to apply to the button text Using Macros and Visual Basic for Applications (VBA) with Excel

27 Setting the Command Button Control Properties
Select the desired color Click Font in the Properties list and then click the ellipsis button to display the Font dialog box When the Font dialog box appears, click the desired font, font style, and size Click the OK button to display the Command Button control Using Macros and Visual Basic for Applications (VBA) with Excel

28 Setting the Command Button Control Properties
Using Macros and Visual Basic for Applications (VBA) with Excel

29 Entering the New Data Button Procedure Using the Visual Basic Editor
Double-click the button to display the Microsoft Visual Basic Editor When the Microsoft Visual Basic Editor starts, if the Project Explorer window appears on the left, click its Close button If necessary, double-click the title bar of the Microsoft Visual Basic window to maximize it Click to the left of the letter P in the word Private on the first line and press the enter key to add a blank line before the Sub statement Position the insertion point on a blank line between the Sub and End Sub statements Using Macros and Visual Basic for Applications (VBA) with Excel

30 Entering the New Data Button Procedure Using the Visual Basic Editor
Enter the desired code Click the Close button on the right side of the Microsoft Visual Basic title bar to return to the worksheet Click the Close button on the right side of the Properties window to close the window Click the Design Mode button to return to Run mode Using Macros and Visual Basic for Applications (VBA) with Excel

31 Entering the New Data Button Procedure Using the Visual Basic Editor
Using Macros and Visual Basic for Applications (VBA) with Excel

32 Adding Form Controls to a User Interface
Click the Insert button (Developer tab | Controls group) to display the Controls gallery Click the Option Button button in the Form Controls area in the Controls gallery Drag the mouse pointer to the desired location Click the Check Box button in the Form Controls area in the Controls gallery Using Macros and Visual Basic for Applications (VBA) with Excel

33 Adding Form Controls to a User Interface
Using Macros and Visual Basic for Applications (VBA) with Excel

34 Grouping Option Buttons in a User Interface
Click the Insert button (Developer tab | Controls group) to display the Controls gallery Click the Group Box button in the Form Controls area in the Controls gallery Drag the mouse pointer so the Group Box control is in the desired location Using Macros and Visual Basic for Applications (VBA) with Excel

35 Grouping Option Buttons in a User Interface
Using Macros and Visual Basic for Applications (VBA) with Excel

36 Formatting the Option Button Controls
With Excel in Design mode, click the option button control to format Use the sizing handles to resize the option button Right-click the control to display the shortcut menu Click Edit Text on the shortcut menu so you can edit the control text Delete the text in the control and type the replacement text Select the control(s) to resize Click the Align button (Drawing Tools Format tab | Arrange group) to display the alignment options Click the desired alignment option Using Macros and Visual Basic for Applications (VBA) with Excel

37 Formatting the Option Button Controls
Using Macros and Visual Basic for Applications (VBA) with Excel

38 Recording User Input to Another Location on the Worksheet
Right-click the control to link to display the shortcut menu Click Format Control to display the Format Control dialog box If necessary, click the Control tab to display the Control settings Enter the desired cell in the Cell link box to enter the identity of the control in that cell Click the OK button to close the dialog box Using Macros and Visual Basic for Applications (VBA) with Excel

39 Recording User Input to Another Location on the Worksheet
Using Macros and Visual Basic for Applications (VBA) with Excel

40 Assigning Names to Cells
Select the cell to name Click the Name Manager button (Formulas tab | Defined Names group) to open the Name Manager dialog box Click the New button to open the New Name dialog box Enter the desired name Click the OK button to enter the cell name Click the Close button to close the dialog box Using Macros and Visual Basic for Applications (VBA) with Excel

41 Assigning Names to Cells
Using Macros and Visual Basic for Applications (VBA) with Excel

42 Assigning Names to Cells
Using Macros and Visual Basic for Applications (VBA) with Excel

43 Entering the Command Button Procedures Using the Visual Basic Editor
With the command button selected and Excel in Design mode, click the View Code button (Developer tab | Controls group) to display the Microsoft Visual Basic Editor Click the Object box arrow at the top of the window and then click the name of the command button Enter the desired VBA code Using Macros and Visual Basic for Applications (VBA) with Excel

44 Entering the Command Button Procedures Using the Visual Basic Editor
Using Macros and Visual Basic for Applications (VBA) with Excel

45 Removing the Outline from the Group Control
Switch to the Visual Basic Editor Press the CTRL+G keys to open the Immediate window Type activesheet.groupboxes.visible = false and press ENTER to remove the box from around the group control Using Macros and Visual Basic for Applications (VBA) with Excel

46 Removing the Outline from the Group Control
Using Macros and Visual Basic for Applications (VBA) with Excel

47 Preparing and Protecting the Worksheet and Saving the Worksheet
Click File on the Ribbon to open the Backstage view Click Options to display the Excel Options dialog box Click Advanced in the left pane to display the advanced options Click the Show page breaks and ‘Show a zero in cells that have zero value’ check boxes to deselect them Click the OK button to close the dialog box Click the Gridlines, Formula Bar, and Headings check boxes (View tab | Show group) to deselect them Click the Minimize the Ribbon button on the title bar to minimize the Ribbon Using Macros and Visual Basic for Applications (VBA) with Excel

48 Preparing and Protecting the Worksheet and Saving the Worksheet
Click the Protect Sheet button (Review tab | Changes group) to display the Protect Sheet dialog box Type the desired password in the ‘Password to unprotect sheet’ text box Verify the password when prompted Click the OK button to close the dialog box Click the Save button on the Quick Access Toolbar to save the workbook Using Macros and Visual Basic for Applications (VBA) with Excel

49 Preparing and Protecting the Worksheet and Saving the Worksheet
Using Macros and Visual Basic for Applications (VBA) with Excel

50 Chapter Summary Use passwords to assign protected and unprotected status to a worksheet Use the macro recorder to create a macro Execute a macro and view and print code for a macro Customize the Quick Access Toolbar by adding a button Understand Visual Basic for Applications (VBA) code and explain event-driven programs Using Macros and Visual Basic for Applications (VBA) with Excel

51 Chapter Summary Add controls, such as command buttons, options buttons, and check boxes to a worksheet Assign properties to controls Use VBA to write a procedure to automate data entry into a worksheet Review a digital signature on a workbook Using Macros and Visual Basic for Applications (VBA) with Excel

52 Microsoft Excel 2010 Chapter 10 Complete


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