Excel Macro Basics: Part 1
April 27th, 2017, 1:00 PM to 2:40 PM, ET

In this comprehensive webcast, Excel expert David Ringstrom, CPA, introduces you to Visual Basic for Applications (VBA) macros—one of Excel’s most powerful features.

You’ll learn how to use Excel’s Record Macro feature to automate repetitive tasks and create your own keyboard shortcuts for Excel features. In addition, David demonstrates how to manage macro security prompts, how to use Excel’s Personal Macro Workbook, and how to convert .XLS workbooks to the up-to-date .XLSX format.

After participating in Part 1 of Excel Macro Basics, you’ll be equipped to begin using macros immediately to speed up your work in Excel.

Who Should Attend:

Practitioners seeking to understand the concept of macros and gaining experience with VBA macros and the Record Macro feature.

Topics Typically Covered:

  • Convert .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Decipher and manage Excel’s macro security prompts.
  • Discover how to use Excel’s Personal Macro Workbook.
  • Learn how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.
  • Learn the risks and frustrations of using merged cells in Excel worksheets.
  • Understand how macros are used in Excel, along with the risks and benefits associated with them.

Learning Objectives:

  • Apply Visual Basic for Applications (VBA) macros in Excel.
  • Define how to use the Record Macro feature.
  • Apply the Hide and Unhide commands in an Excel Personal Macro Workbook as needed.

To register for just this part of the webinar series, please click here.

Excel Macro Basics: Part 2
April 28th, 2017, 2017, 1:00 PM to 2:40 PM, ET

In Part 2 of Excel Macro Basics, Excel expert David H. Ringstrom, CPA, guides you beyond the basics of Excel’s Record Macro feature. He demonstrates how to enhance the code you’ve created by adding error-handling features, interactive features, and decision-making capabilities.

In addition, David explains how to:

  • Filter based on cell contents.
  • Simplify what-if analysis with Excel’s Goal Seek feature.
  • Play back recorded macros to eliminate repetitive tasks.
  • Create simple macros with the Record Macro feature… and more.

Who Should Attend:

Practitioners who would like to expand their knowledge of using Excel macros to speed up their work in Excel.

Topics Typically Covered:

  • Add error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypass filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Discover how to enable the Developer menu in Excel 2007 and later.
  • Gain an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learn how to play back macros you’ve recorded so as to eliminate repetitive or tedious tasks.
  • Learn how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.
  • Learn the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.
  • Learn what to do if a Debug prompt appears.
  • Understand the nuances of assigning keyboard shortcuts to macros in Excel and avoid superseding shortcuts for built-in features.
  • Use form controls to simplify data entry as well as to control the input of other users.

Learning Objectives:

  • Recall what to do if a Debug prompt appears.
  • Apply Excel’s Goal Seek feature.
  • Define the benefits of adding error-handling features to macros.

To register for just this part of the webinar series, please click here.

David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation, as well as in his detailed handouts.

Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

Credit values for your jurisdiction are for one session of this multiple session webinar.
You will receive credit for each session that you attend.

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In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

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