Excel Accountant : Macros Part 1

3.8 (19)

David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)

Before starting this self study program, please go through the instructional document.

Overview

  • What is a Macro?2 mins
  • Center Across Selection14 mins
  • Creating an Icon for Our Macro29 mins
  • What are the Risks?33 mins
  • What is the Personal Macro Workbook?38 mins
  • Running the Contact Info Macro52 mins
  • Planning to Automate a Repetitive Task60 mins
  • Accounting Report Macro: Filtering64 mins
  • Recording a Page Footer Macro84 mins
  • Text to Columns/Number Format99 mins

Course Description

Excel expert David Ringstrom, CPA, takes you step-by-step through the process of creating and using macros—one of Excel’s most powerful features. In this comprehensive presentation, he introduces the concept of Excel macros as well as the Visual Basic for Applications (VBA) macro. David also explains step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After completing this course, you’ll be equipped to use macros immediately. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Would Be Interested in This Course: Practitioners who wish to learn how to create and use macros, which will enable them to become more efficient in Excel. 

Topics Covered:

  • Making sense of the Enable Content prompt related to macros in Excel.
  • Uncovering macro-related commands within Excel’s user interface.
  • Automating a repetitive task, such as formatting a set of phone numbers consistently.
  • Utilizing the Relative References setting for creating Excel macros to be played back on any cell versus specific cells.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Recording a contact info macro.
  • Deciphering and managing Excel’s macro security prompts.
  • Converting .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Understanding how macros are used in Excel, along with the risks and benefits associated with them.
  • Learning the risks and frustrations of using merged cells in Excel worksheets.
  • Learning how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.

Learning Objectives

  • To define how to create general-use macros with the Relative Reference setting for Excel’s Macro Recorder.
  • To recognize when to use the Hide and Unhide commands in an Excel Personal Macro Workbook.
  • To identify how to apply Visual Basic for Applications (VBA) macros in Excel.

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Senior Accountant
  • Entrepreneurial Accountant
  • Staff of Accounting Firm

Testimonial

3.8

(19)
26%
26%
47%
0%
0%

KI

Highly effective

JS

Appreciated the way he went over everything twice.

LD

Very effective presentation.

JO

We do a lot of manual work in Excel in our firm and learning macros will definitely help become more efficient.

JT

Quite satisfactoroy.

MP

Good