Introduction to Excel Macros Part 2 (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

In this session Excel expert David H. Ringstrom, CPA helps you go beyond the Macro Recorder introduced in Introduction to Macros Part 1.

David will use the Macro Recorder to automate repetitive tasks using Excel's Goal Seek feature. This case study will involve expanding on recorded macros to solicit input from the user, and incorporate error handling for macros. The session will then make report macro discussed in Part 1 more interactive with a File Open prompt, error handling, file size scalability, and color coding of the amounts.

David will teach from Excel 2010, but his handouts include instructions for Excel 2003, 2007, and 2013 where applicable.

Publication Date: October 2013

Designed For
Practitioners that have some experience with macros, or that have attended David's Introduction to Excel Macros Part 1 webcast.

Topics Covered

  • How to use the Goal Seek feature in What If analysis.
  • Record a macro that automates the Goal Seek feature.
  • Customizable prompts that gather information from a user or inform them that the macro is complete.
  • Store data in variables for later use in your macros.
  • Use of If and Select Case statements to make decisions on the fly in your code.
  • Additional resources to expand your knowledge of automating tasks in Excel

Learning Objectives

  • Recognize where/how to acccess the various functions in Macro Recorder.
  • Identify what can cause errors in macros, and see how to incorporate error handling for such situations.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
A strong understanding of Excel macros. Recommended to participate in Excel Macros Part 1 Course.

Advance Preparation
None

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