Description

Master Excel Macros for Time-Saving Automation. This is the fifth and final installment in our 2024 webinar series. Dive into practical case studies, from beginner macros to advanced techniques, tailored for Excel users seeking to streamline tasks.

Excel macros provide a way to automate tasks in spreadsheets. The use of macros can save time and increase the accuracy with which repetitive actions are performed.

Three highly practical case studies steer this webinar from your very first macro to more practical macros which are both useful in themselves and a foundation of principles for you to extend to your own code.

This is the final part of 5 popular webinars in 2024 covering smart ways to efficiently use Microsoft Excel. This webinar will concentrate entirely on writing macros but it is not aimed at developers! It will suit reasonably experienced Excel users with an appetite to get started with or advance their macro skills.

The session will include:

• Introduction
• Orientation, terminology
• Case Study 1 – Recording your first macro
• (Create, locate, understand, rename, run & edit a simple macro)
• Case Study 2 – Understanding references and recording methods
• (Creating macros which can perform operations accurately around different locations in a spreadsheet)
• Case Study 3 – Creating a dynamic macro
• (Using variables so that your macros can interact with your spreadsheet)
• Debugging
• Q&A

The 5 webinars in the Write Better Excel series (in the order presented and the order of difficulty) are as follows:

Tips for Total Beginners
The Fundamentals
Handling Data
Charts & Sparklines
Introduction to Macros

If you have missed a webinar, you may well find it available in our On Demand section.

It is not required that attendees have attended webinars 1-4 before joining this webinar, however, mastery of Excel basics will be assumed.

Please note that the demonstration will be given using Excel for Office 365. However, the version of Excel used in the webinar itself is of very limited importance as the points made extend to all versions.

ORIGINAL BROADCAST DATE

15 October 2024

LEARNING OUTCOMES

Attendees will learn how to write, locate, edit and run a very simple macro. They will also learn two key principles (references and variables) which can be applied to the creation of their own more complex macros. Debugging will be briefly covered.

SUITED TO 

Anyone who has mastered the basics of Excel and wants to begin writing macros. Attendees should already understand the difference between absolute and relative references and be familiar with how to name ranges in spreadsheets. This session is not intended for specialist code developers.

PRESENTER

Richard Dams, BI Analyst

Richard worked in the City of London for 12 years trading in the fixed income derivative markets where he used Excel every day to make his trading decisions. He now works in business intelligence creating informative dashboards in Power BI.