Excel Macro Basics: Part 1
June 20th, 2019, 3:00 PM to 4:40 PM, ET

In Part 1 of this practical webinar, you will learn the concept of Excel macros, including the Visual Basic for Applications (VBA) macro. You will learn step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After participating is this webinar, you will be equipped to use macros immediately.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.

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:

  • Automate the cleanup of an accounting report in Microsoft Excel with a recorded macro
  • Record a macro to automate using Center Across Selection
  • Record a contact information macro
  • Streamline repetitive tasks by way of Excel’s Quick Access Toolbar
  • Compare Center Across Selection to Merged cells for centering text across two or more columns
  • Add clickable shapes to Excel spreadsheets as a visual means of launching Excel macros
  • Uncover macro-related commands within Excel’s user interface

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.

Excel Macro Basics: Part 2
June 21st, 2019, 3:00 PM to 4:40 PM, ET

In Part 2 of this practical webinar, Excel expert, David Ringstrom, CPA, takes you beyond the basics of using Excel’s Record Macro.

In this comprehensive presentation, you will learn how to enhance the code you’ve created by adding error-handling features and decision-making capabilities. You will also learn techniques and keyboard shortcuts to help you eliminate repetitive tasks and become more proficient with Excel macros.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.

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:

  • Choose the proper file workbook format to preserve macros within Excel workbooks
  • Explore Excel’s Goal Seek feature, which can be used to solve for a single missing input
  • Utilize the “Application.GetOpenFIleName” method to prompt users to select a file while a macro is running
  • Provide feedback to a user by way of the “MsgBox” method within a macro
  • Trigger and then resolve compile errors within Excel macros
  • Enable the hidden Developer menu in Excel to access additional functionality
  • Utilize the array of form controls available within Excel
  • Identify syntax errors within Excel macros
  • Use the “Workbooks.Open” method to open a specific workbook while a macro is running

Learning Objectives:

  • Apply an enhanced understanding of Visual Basic for Applications (VBA) macros
  • List techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks
  • Implement Excel’s Goal Seek feature

Excel Macro Basics: Part 3
June 27th, 2019, 3:00 PM to 4:40 PM, ET

In Part 3 of this practical webinar, Excel expert, David Ringstrom, shows you how to expand your ability to write programming code.

In this practical webinar, you will learn how to create a macro that can reset workbooks that have skewed scrollbars and a second macro that can be used to instantly unhide all worksheets in a workbook at once. You will go deeper into making decisions in programming code by comparing IF and SELECT CASE statements and also contrast three ways of creating loops in Excel: For Each, Do While, and Do Until. In addition, you will explore how to troubleshoot problematic loops in Excel, which in certain instances can cause Excel to crash.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.

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 Should Attend:

Practitioners with experience in writing or editing macros in Excel seeking to incorporate decision-making capabilities into Excel macros.

You will learn how to:

  • Write code that can loop through every cell within a specified area of a worksheet.
  • Debug and test macros by setting breakpoints within programming code.
  • Streamline programming code by using the With…End With statement.
  • Understand For Each Loops within Excel workbooks.
  • Make decisions in Excel by way of IF statements.
  • Display the Project Explorer and Properties windows within Excel’s Visual Basic Editor.
  • Return the underlying number for a color assigned to a worksheet cell for use elsewhere.
  • Explore three ways to cause a macro that’s running in Excel to halt.
  • Use a two-word macro to fix an annoying problem in Excel where the used range of Excel expands beyond your actual work area.
  • Consolidate data from multiple workbooks into a single worksheet by way of an Excel macro.
  • Contrast Do While and Do Until Loops.

Upon course completion, you will be able to:

  • Recall when to use the SELECT CASE function versus IF statements
  • Identify how macros respond differently based on conditions within your spreadsheets
  • Recognize how to apply Breakpoints to streamline working through sections of code

Excel Macro Basics: Part 4
June 28th, 2019, 3:00 PM to 4:40 PM, ET

In Part 4 of Excel Macro Basics, Excel expert, David Ringstrom, introduces the concept of Excel UserForms.

In this practical webinar, you will walk through the process of creating custom dialog boxes that can add interactivity in Excel and better manage a user’s actions. You will then build a custom printing interface dubbed “Plug and Print,” which allows you to pick and choose the worksheets to print from any workbook. You will also learn how to create a basic UserForm for prompting users to input data, including all the required fields. Finally, you will learn how to move module sheets and UserForms between workbooks and remove them from workbooks when they’re no longer needed.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar.

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 Should Attend:

Practitioners who want to build on their knowledge of Excel macros and learn how to create custom Excel interfaces with UserForms.

You will learn how to:

  • Create a UserForm, or custom dialog box, from scratch in Excel.
  • Remove unwanted UserForms and module sheets from Excel workbooks.
  • Trigger macros in Excel by way of CommandButtons added to UserForms.
  • Incorporate text boxes on UserForms to allow users to input data.
  • Create a macro to launch a UserForm.
  • Write an Initialize Event for a UserForm to set the initial state of controls on the form.
  • Place ListBoxes on UserForms to empower the user to make a single choice or multiple choices from a list.
  • Write an Initialize Event for a UserForm to set the initial state of controls on the form.
  • Integrate ComboBoxes on UserForms to create a combination input field and drop-down list for making selections.
  • Build a simple UserForm for data entry purposes in Excel.
  • Dress up UserForms with Frames as well as using Frames to isolate sets of OptionButtons.

Upon course completion, you will be able to:

  • Identify how to create macro buttons that enable you to display UserForms on demand
  • Recall how to create custom forms that allow you to better control a user’s actions
  • Define the benefits of using Visual Basic for Applications (VBA) macros

CPE Credit: Participants can earn up to 2 CPE credits in the Computer Software and Applications field of study for each webinar in this series.

100% Money-Back Cancellation and Refund Policies: If you are not satisfied with the webinar, we will provide you a full refund. For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Intermediate

Prerequisites: None

Advance Preparation: None

Instructional Method: Group-Internet based for the live webinar/QAS Self-Study for the recorded webinar

National Registry of CPE Sponsors: Clear Law Institute 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 the 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.learningmarket.org.

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.

Accounting Credits

CreditValueField of StudyFormat
CPE2 Computer Software & ApplicationsOn-Demand/Recording

Clear Law Institute 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.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

100% of attendees recommend this webinar

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