1. Macro theory
© EIT, Author Gay Robertson, 2019

2. What is a macro?
A Macro is a recorded set of instructions, which can be replayed
It can be used to repeat tasks so you do not have to re-enter the same thing over and over again it can be run from a button
Examples on what a macro can be used for:
Creating a table including multiple calculations
Formatting parts of the data on a worksheet
And many other things

3. When recording …
Every keystroke, every click of the mouse, every button press, every formatting change, EVERYTHING that you do (including errors you make and then correct)
Is recorded and will be replayed later, producing the same result every time

4. Developer toolbar
You may need to turn this toolbar on

5. File type needs to be changed …
So that a macro will attach to the workbook you need to change the file type

6. Recording a macro … Go to Developer tab, click on A macro needs a name
A macro can have a shortcut key
You decide where to store the macro
you key a description that is helpful

7. This will appear …
As long as you are recording, it should be showing Don’t close it
Carry out all the steps you want included in the automation
When complete click on
Status bar will show that you are no longer recording
Save the file to attach the macro

8. Running a macro … Go to Developer Toolbar, click on
Click on the macro you recorded
Click on Run
If the macro has problems, refer to your plan and see where you might have gone wrong.
You will notice that the screen flickers as the macro is running – this is normal

9. Adding a button … After you stop recording!
Go to Developer Toolbar, click on
Choose the button (Form Control)
Click and drag to an appropriate size for a button, in an empty cell or ona separate worksheet
Assign your macro
Edit the text to meaningful words

10. Let’s hope that helped! But, if it didn’t make much sense – I can go through this again!

11. Why would I use a macro?
In business, your workbooks will be generally a lot more complex and a lot larger than the little exercises you are working with

12. Why else?
If you have a worksheet that contains lots of calculations and requires you to produce complex information then design a macro or a series of macros to automate the processes