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Project #1 - Inserting and Formatting Text

This document provides an overview of Project #1 which involves using Excel's Macro Recorder tool to add and format headers and a title for an expense list. It includes instructions on recording a macro, running a macro, and editing the macro code. There are also positive reviews of the instructor's courses and their teaching philosophy focuses on applying skills to real-life business situations through exercises.

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Jithin Franciz
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
74 views

Project #1 - Inserting and Formatting Text

This document provides an overview of Project #1 which involves using Excel's Macro Recorder tool to add and format headers and a title for an expense list. It includes instructions on recording a macro, running a macro, and editing the macro code. There are also positive reviews of the instructor's courses and their teaching philosophy focuses on applying skills to real-life business situations through exercises.

Uploaded by

Jithin Franciz
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Master Microsoft Excel Macros and VBA

Project #1 – Inserting and Formatting Text


Author: Kyle Pew (Microsoft Certified Trainer – MCT)

Course Reviews
“This is a great course. I love how the lessons are only about 4 minutes each. It makes it possible to
learn a lot in a short amount of time. It seems targeted to new learners but it also makes for a
great review even if you are familiar with Microsoft Office… 5 stars!” - Wendy

“Great visual over the shoulder presentations by a very articulate instructor. The simple tips on Word
and PowerPoint alone were well worth taking the course. What I learned will not only save time, but
will end much of the frustration I have experienced with PDF's. Recommend the course.” – Bill

“These presentations are very well put together. The instructor keeps you engaged and is easy to
follow.” - Karen

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Contents
Project #1 - Overview .............................................................................................................................................................. 3
Using the Macro Recorder ...................................................................................................................................................... 3
Running a Macro ..................................................................................................................................................................... 4
Editing a Macro (VBE) ............................................................................................................................................................. 4
Level Up by doing it yourself! ............................................................................................................................................. 4
Instructor BIO: ......................................................................................................................................................................... 6

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Project #1 - Overview
During this project you will utilize Excel’s Macro Recorder tool to add and format headers for a simple list in Excel.

Using the Macro Recorder


Excel’s Macro Recorder tool is the fastest way to create automation in Excel. Upon
activating the Macro Recorder, Excel will record your actions within the application,
writing down each step you take in Visual Basic for Applications (VBA) code. All you
need to do is click RECORD MACRO, fill in the options, and start recording any Excel
commands that will would like to automate

VIEW – MACROS – RECORD MACRO

• MACRO NAME
o Up to 255 Characters
o No Space or Special Characters (@, #, $, &)
o Don’t Start your Macro Name with a numeric value
• Short-Cut Key
o You can use CTRL + a character or CTRL + SHIFT and a character
o Stay away from using short-cut keys already used by Excel as
this will over-ride the default before and will run your macro
instead
• STORE MACRO IN
o This Workbook: Storing Macro here will give you access to the
macro in this workbook, the workbook you are creating the
macro in
o Personal Macro Workbook: Storing the Macro here will give you access to the macro in any workbook
on your system
o New Workbook: This creates a new workbook at time of creating the macro and the macro will be
available if that workbook is open
• Description: Leave some notes behind for yourself and any co-workers that may use your macro

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Running a Macro
There are many ways to run Macros from within Excel. Below are a few ways you can run Macros.

• Use a Shortcut Key: The shortcut key is created when you first create the Macro
• Create a Button on the Worksheet: Buttons can be added to a worksheet and then tied to a Macro
o You can find the COMMAND BUTTON control on the developer tab within Excel
• Add a button on the Quick Access Toolbar

Editing a Macro (VBE)


In order to edit Macros that you have created using the Macro Recorder tool you
must open the Visual Basic Editor window.

VIEW – MACROS – VIEW MACROS – EDIT

The Visual Basic Editor or VBE window is where all the code that the Macro
Recorder wrote is stored. The code is stored in an object called a MODULE.

Level Up by doing it yourself!

A co-worker has given you an Excel document that contains raw data, a list of expense records. The list contains several
pieces of data but is missing the headers for each of it’s columns and a Worksheet title. Each time you receive one of
these documents you have to add the headers and the worksheet title manually. You decide to automate the adding of
the column headers and worksheet title by creating a Macro using Excel’s Macro Recorder tool.

RECORD THE MACRO

1. Download and open the file: InsertingAndFormattingText.xlsx provided in this lecture


2. Observe the records on the worksheet titled EAST RECORDS the list contains data about expenses but is missing
the appropriate headers and a Worksheet title
3. Record yourself, using the Macro Recorder tool, add the headers and the worksheet title
4. Goto VIEW—MACROS – RECORD MACRO
5. Call the Macro “AddHeaders”
6. Add the following headers to the list in ROW 3
a. Division
b. Category
c. Jan
d. Feb
e. Mar
f. Total Expense
7. Add a worksheet title in CELL C1, “EAST EXPENSE REPORT”
8. Format the headers and the worksheet title
9. Stop Recording – VIEW – MACROS – STOP RECORDING

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ADD A BUTTON TO RUN MACRO

1. Add a button to the QUICK ACCESS TOOLBAR that runs your Macro
2. Test the Macro with the button on the RUN WITH BUTTON worksheet

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Instructor BIO:

Kyle is a Microsoft Certified Trainer (MCT) and a certified Microsoft


Office Master Instructor and has been teaching and consulting for the
past 10+ years on various computer applications, including;

1. Microsoft Office Suite 1997, 2000, XP, 2003, 2007, 2010, 2013
1. Excel, Word, PowerPoint, Outlook, Access and Visio
2. SharePoint End-User 2007, 2010, 2013
3. VBA (Excel and Access)
4. Adobe Suite
1. Photoshop, Illustrator, InDesign
5. Maya (Modeling and Animation)
6. Unity3d (Game Design)
7. HTML, CSS and JavaScript
8. Crystal Reports

Kyle is a graduate of the San Francisco Art Institute in the Media Arts and Animation Program. He has
worked as a Game Designer for Electronic Arts, designing on games such as Nerf N-Strike, Nerf N-
Strike Elite, both for the Wii, and a Sims 3 Expansion Pack for the PC.

Kyle has facilitated courses that range from 1-on-1 interactions to large scale groups of 100+
participants, including; live in person classes, webinar style classes online and live online full courses.
He is consistently ranked top in reviews for each of the courses he teaches.

What Students have said about Kyle:

• "Kyle was off the chart "GOOD""


• "ONE OF THE BEST COURSES THAT I'VE HAD... (IN 12+ YEARS)."
• "Awesome trainer because I'm computer "stupid" and he helped me understand it."
• "Kyle Pew is very knowledgeable and presented information with exceptional skill."

In his 10+ years of training (corporate training, 1-on-1 consulting and college courses), Kyle has
taught 1000's of courses and 10's of thousands of students all the while maintaining a high level of
delivery and satisfaction from the student he has taught.

Teaching Philosophy:

Kyle believes that student’s best learn through the application of real-life business situations through
exercises. Allowing students to guide the class with their specific situations allows for the quickest
and easiest adaptation to new technology and skills.
Check out my Udemy profile for more information and more courses.
https://www.udemy.com/user/kyle-pew/

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