Instructor for this course
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In this course Excel expert David Ringstrom, CPA, builds on the Macro Recorder concepts he introduced in part 1 of this series. David shows how to create a macro that can automatically remove unwanted rows and columns from an accounting report.

David shows how to create a macro that can automatically remove unwanted rows and columns from an accounting report. He discusses nuances involved in saving workbooks that contain macros, and explains some of the risks of macros. He then uses a couple of simple macros to explain issues related to recording to macros that frustrate Excel users just starting out with the Macro Recorder.

Topics covered:

  • Decipher and manage Excel's macro security prompts.
  • Discover how to use Excel's Personal Macro Workbook.
  • Learn what a macro is in Excel, along with the risks and benefits.
  • See how to use Excel's Macro Recorder to create simple macros without any programming knowledge required.
  • Use the Text to Columns feature to eliminate unwanted text without retyping, or to separate text into separate columns.

David teaches from Excel 2010 but provides handouts with numbered steps that are specific to Excel 2003, Excel 2007, Excel 2010, Excel 2013, and 2016.

Course Series

This course is included in the following series:

4 CoursesExcel Efficiency: Macros

  1. Excel Efficiency: Intro to Macros Part 1
  2. Excel Efficiency: Intro to Macros Part 2
  3. Excel Efficiency: Intro to Macros Part 3
  4. Excel Efficiency: Intro to Macros Part 4

Learning Objectives

  • Identify how to disable a line of programming code
  • Discover how to adjust Excel's Macro Security Settings
  • Identify which rows in a spreadsheet are affected when you filter data

37 Reviews (102 ratings)Reviews

4
Member's Profile
Liked the materials and examples, but seemed not quite as useful as the first macro class. I appreciate the risks but feel too much time was placed on this between risks and again in telephone list clean up. Could have been more concise.
5
Anonymous Author
It was good to learn about the inadvertent errors one can make in recording macros. The one I particularly caught my attention was not using the mouse to select rows.
5
Anonymous Author
This another great course that anyone who wants to get better in Excel should include in their learning kit. David makes really easy to follow and replace his steps.
5
Member's Profile
I have used macros extensively, so the best thing I learned in this class was about custom filter options! What a great feature I didn't know about!
3
Anonymous Author
The material was great, but the videos buffered quite a bit. I had to exit out and restart the video multiple times. Great instructor though.
4
Member's Profile
Good course but this was a little more difficult to follow for me for some reason. Still well worth my time though!
5
Member's Profile
The instructor is fantastic. Good format. screens a little jumbled & hard to read, but I just listen to commentary.
5
Member's Profile
I like David's courses. Just finished Macros Part 1 - and will keep taking others of his prior to end-of-year.
5
Member's Profile
Better than expected. However, I would like to know which question I got wrong on the exam.
5
Member's Profile
The course is very well laid out, taking one step at a time. Cannot stop continuing.
5
Member's Profile
Great Class - learned so much - not just macros, but good excel tips in general.
5
Anonymous Author
Good information about macros, particularly about file types and macro settings.
5
Anonymous Author
The examples are helpful to understand how to apply the information presented.
4
Anonymous Author
Good course, could use some polishing to edit out mistakes made by presenter
4
Anonymous Author
Love the interactive examples. They really enhance the presentation.
5
Member's Profile
This series is progressing at a perfect pace for me.
5
Member's Profile
I like that keyboard shortcuts were also shown.
5
Anonymous Author
Information presented very clearly.
5
Anonymous Author
Effective and easy to understand.
5
Member's Profile
simple but effective presentation
5
Member's Profile
Very helpful tools and examples.
5
Anonymous Author
Great step-by-step instructions
5
Member's Profile
Good tips on refining macros
4
Member's Profile
Very clear instructions
5
Anonymous Author
Simple yet informative
5
Anonymous Author
Awesome questions
5
Anonymous Author
Some Cool stuff.
5
Member's Profile
Excellent tips
Member's Profile
Good overview
4
Anonymous Author
good overview
5
Anonymous Author
Great course
4
Member's Profile
Good review
5
Member's Profile
Good course
5
Anonymous Author
Fantastic!
5
Member's Profile
it is good
5
Member's Profile
Very good.
5
Member's Profile
Thanks!

Prerequisites

Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 ext. 106, or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Intro to Macros Part 2
  8:08Accounting Report
  10:35Saving Files that Contain Macros; Macro Security
  11:20Excel Macro Risks
  7:45Recording a Footnote Macro; Disabling Problem Lines of Code
CONCLUSION
  9:52Telephone List Clean-Up Macro; Closing Comments
Continuous Play
  55:57Excel Efficiency : Intro to Macros Part 2
SUPPORTING MATERIALS
  PDFSlides: Intro to Macros Part 2
  PDFIntro to Macros Part 2 Glossary/Index
  XLSXExcel Efficiency Intro to Macros Part 2-Excel 2007-2016
  CSVSales By Customer
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM