Simplify Frequent Chores: Record A Simple Macro
Simplify Frequent Chores: Record A Simple Macro
Simplify Frequent Chores: Record A Simple Macro
back later. You can use a macro to record the sequence of commands you use to
perform a certain task. When you run the macro, it plays those exact commands back in
the same order, causing Excel to behave just as if you had entered the commands
yourself.
Macros are easy to create: you tell Excel to start recording, perform actions as you
normally do, and then tell Excel when you're done. Behind the scenes, Excel uses a
programming language called Visual Basic® for Applications (VBA) to record your
instructions. You don't have to know anything about programming or VBA to create and
use macros that will save you time and make your work easier.
This article shows you how to create and use a simple macro that formats a cell, then
change this macro to make it do even more. It also explains your options for storing
macros so that you can use them from any workbook.
Applying formats is a fairly simple macro example, but you can record macros to do
more complex tasks like retrieving and filtering external data, creating and customizing
charts, and more.
Let's say you work in a group that uses Excel to track accounts receivable. Every week
you and your co-workers each submit a report in which your manager expects to see
overdue amounts formatted so that they're easy to see: the numbers are bold and red
and the cells have red borders. Here's how to record a macro to apply these formats:
1. In the workbook where you track your accounts receivable, click one of the cells
you're going to format.
2. Point to Macro on the Tools menu, and then click Record New Macro.
3. In the Record Macro dialog box, type a name for the macro in the Macro name
box. Macro names must start with a letter and can include letters, numbers, and
underscore characters, but can't include spaces. You don't need to change the other
boxes:
When you click OK, the Stop Recording toolbar appears, and you're ready to
record. Until you stop the recording, every Excel command and keystroke will be
recorded in the macro, in the order in which they are entered.
4. Now format the cell the way your boss wants it flagged: click Cells on the
Format menu, click the Font tab, click Bold under Font style, click Red for Color, click
the Border tab, click Red for Color, click the border thickness you want, click Outline,
and then click OK.
5. To finish recording the macro, click the Stop Recording button:
Now you have a macro that can perform in a single operation all 12 mouse clicks that it
took to format the cell.
1. On the Tools menu, click Customize, and then click the Commands tab.
2. Under Categories, click Macros.
3. Drag the custom button to the toolbar where you want it.
4. On the Customize dialog box, click Modify Selection, and then click Assign
Macro.
5. In the Assign Macro dialog box, click the name of your macro, and then click
OK.
6. To change the appearance of the button, click Modify Selection again, point to
Change Button Image, and click one of the available images; or click Edit Button
Image and use the Button Editor to create your own image.
7. Click Close.