Trigger macros the right way, in Excel CPE/CE Course

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Triggering Macros

Reviewed

February, 2024

Juan E. Galvan

Learning Objectives

To discuss the basics of macro
To describe how to trigger macros using buttons
To determine how to use temporary variables in macros
To explore control buttons in Excel.

Course Description

16% of the world population is using Excel. Ask any accountant in any field which software they use on a daily basis, and the most common answer will be Microsoft Excel. AICPA has also included Excel as the spreadsheet tool in the CPA Exam.

An Excel macro is an action or a set of actions that you can record, give a name, save and run as many times as you want and whenever you want. Macros help you to save time on repetitive tasks involved in data manipulation and data reports that are required to be done frequently.

For a macro to begin running it needs to be triggered. Generally, this is done by double-clicking on the name of the macro in the navigation pane of the database. And while that will work. It's not the best way for users to trigger a macro. A better option is to link the macro to some event in the interface that you've developed for your database.

Join this excel CPE webinar to learn how to trigger macros the right way, in Excel.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Overview

Introduction to macros

2 mins
Usage of Forms Control Button

7 mins
Usage of ActiveX controls

9 mins
Triggering a macro in an active sheet

15 mins
Writing various lines of code for cell formatting

25 mins

Webinar Qualifies For

0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
0.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
0.5 CPD Credit of Computer Software and Applications for CPA in Canada
0.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
0.5 CPD Credit for Chartered Accountant - ICAEW
0.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
0.5 CPD Credit for Chartered Accountants - Scotland
0.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
0.5 CPD Credit for CPA - Ireland
0.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
0.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

Additional Information

Duration

0.5 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

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Brian Carey, CPA (US)

Good material, lots of details for performing various tasks, I love the tips to make things more visually appealing.

Priyanka Solanki, Tax Professional

0.5 Credit

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Computer Software and Applications

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Triggering Macros

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Juan E. Galvan

Other Details

Additional Information

0.5 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Brian Carey, CPA (US)

Priyanka Solanki, Tax Professional

Subject Area

Unlimited Access Plan

Inclusions

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