In this comprehensive on-demand webcast, you’ll learn even more about how to use Excel’s Record Macro feature from Excel expert David Ringstrom, CPA. He shows you how to enhance the code you’ve created with the Record Macro feature by adding error-handling functions, decision-making capabilities, and interactive features. In addition, David presents techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks and become more proficient utilizing Excel macros.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.  

Topics Covered:

  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Gaining an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learning how to play back macros you’ve recorded so as to eliminate repetitive or tedious tasks.
  • Using form controls to simplify data entry as well as control the input of other users.
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
  • Learning what to do if a Debug prompt appears.
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

 

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
  • Discover how to adjust Excel’s macro security settings.
  • Recognize which rows in a spreadsheet are affected when you filter data.
  • Explore how to enhance the use of Visual Basic for Applications (VBA) macros.
Last updated/reviewed: August 20, 2023

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesExcel Modeler Certification

  1. Excel Efficiency: VLOOKUP
  2. Excel Efficiency: Logic Functions
  3. Excel Efficiency: Filtering and Formatting Data
  4. Excel Efficiency: Intermediate Pivot Tables
  5. Excel Efficiency: Auditing Spreadsheets
  6. Excel Efficiency: Minimizing Worksheet Errors
  7. Excel Efficiency: Workbook Links
  8. Excel Efficiency: What-If Analysis in Microsoft Excel
  9. Excel Efficiency: Quick and Easy Financial Statements in Excel
  10. Excel Efficiency: Budget Spreadsheets
  11. Hands-On Excel: Waterfall Calculations
  12. Excel Efficiency: Table Feature
  13. Excel Efficiency: Intro to Macros Part 1
  14. Excel Efficiency: Intro to Macros Part 2
  15. Excel Efficiency: Excel Chart Speed Tips
  16. Excel Efficiency: Taming Large Spreadsheets
  17. Excel Efficiency: Internal Controls
66 Reviews (223 ratings)

Reviews

5
Anonymous Author
This course was an excellent dive into the programming language behind all of Excel and behind macros, specifically. The instructor was clear and moved at a steady, moderate pace so that it was easy to follow along. I would recommend this course for anyone interested in troubleshooting errors in running Macros and in building their own macros.

5
Anonymous Author
The instructor is very good and very encouraging. I never used macros before but taking this lesson inspired me to try a few and I am beginning to like it. I initially thought that macros are so complicated but the way the instructor presented this course made macros look easy.

5
Member's Profile
This course is a nice introduction to making macros smarter by integrating user inputs and error handling. (I'm not sure why filters are included in the list of topics covered and in the course objectives; filters are not a topic of this course.)

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
Intro to Macros Part 2 provides some great VBA code introduction. I especially like the Open File Name code. David also provides a lot of tips on how to avoid user error or confusion with various If statements and message boxes.

5
Anonymous Author
I really like the instructor and feel that he is thorough and makes the examples easy to follow as well as providing real world insight into things that are useful and that you would actually encounter as you work in Excel.

5
Member's Profile
Instructor Buildings up for finale of Macro3 Course.Filtered Date is easy to navigate.Slides are organized and great tools as reference during job .overall Good course if you are a newbie in the field

5
Member's Profile
Very thoughtful and thorough explanations makes it easy to understand that Macros are not that difficult. The sample macros provide useful tips on how to make sure you get it right.

5
Member's Profile
As always, Mr. Ringstrom does a masterful job at explaining how to do more in Excel. This course shows how to save time by using macros and some of the pitfalls along the way.

5
Anonymous Author
This has been a really good course to take. It has a lot of great golden nuggets that can be used on a daily basis. Perfect course to take to improve one's macro knowledge.

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!

5
Anonymous Author
As always, David's method of showing you what he's going to do, then doing it while explaining it makes learning Excel very easy to understand.

5
Anonymous Author
I always enjoy David's courses. He does a great job of breaking down some of Excel's more complicated functionality into digestible parts.

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
Anonymous Author
I liked that the slides had all the same information as the presentation. It made referencing back to the information easier.

5
Anonymous Author
This is very informative training. Advanced features and will be good for those who want to learn advanced Excel skills.

5
Member's Profile
Good introduction to coding. I definitely need to know more about this and can use some the guides for future audits.

5
Anonymous Author
I like the fact that David tells us what he is going to do and then shows us. This reinforces the learning process.

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
Anonymous Author
Overall training was very well executed, I don't see an immediate need for it currently. But maybe in the future.

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
Anonymous Author
Really helpful course for those of us beginning to learn how to use more advanced features of Excel and macros.

5
Anonymous Author
I really enjoyed this class, it takes the first class to a next level by leading you into actual macro writing.

5
Member's Profile
It taught me one of the What If analysis functions and showed me some tricks with VBA that I can use.

4
Member's Profile
A lot of VBA in this session. You may need to stop and back up to fully absorb all of the information.

5
Member's Profile
A good follow up to part one. Digs deeper into the actual code aspect of VBA. Very informative!

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
Very informative class on macros, thank you very much! Looking forward to the final part 3!

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
Great course. Good step by step procedures and examples for hands on learning.

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

5
Member's Profile
Lots of good information on coding and debugging the macros. Very helpful

5
Anonymous Author
This course was very interesting and hard. I learned more about macros .

5
Member's Profile
Very informative on macros and other shortcuts that are very helpful.

4
Anonymous Author
Love the interactive examples. They really enhance the presentation.

5
Member's Profile
great intro to coding. I would recommend the course and follow along.

4
Anonymous Author
This course effectively covered the stated learning objectives.

5
Member's Profile
Learning Macros with David is fun and easy!!!!!!!!!!!!!!!!!!!

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 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Excel Efficiency: Intro to Macros Part 2 7:52
  Macro Streamline Repetitive Tasks and Recording a Goal Seek Macro9:24
  Recording a Goal Seek Macros and Viewing Our Recorded Macro5:09
  View the Code as Recorded and Deconstructing the Goal Seek Macro10:52
  Adding a Macro Button and Make the Goal Seek Macro Interactive8:14
  Understanding InputBox and Revise the Code to Use a Variable8:38
  Dealing with Errors/Debug Prompt and Handling The Cancel Button8:03
  Handling Invalid Inputs and Error Handling6:57
  Understanding MsgBox5:10
  Stepping Through a Macro and Compile Errors9:30
  Syntax Errors, Confirm User Wants to Run Macro, Determine if User Clicked No and Prompt User to Choose a File13:19
  Determine if User Clicked Cancel, Opening the File the User Chose, Notifying User of Macro Completion ...9:04
CONTINUOUS PLAY
  Excel Efficiency: Intro to Macros Part 21:42:12
SUPPORTING MATERIALS
  Slides: Intro to Macros Part 2PDF
  Intro to Macros Part 2 Glossary/IndexPDF
  WorkBook: Excel Efficiency Intro to Macros Part XLSX
  Goal Seek FeatureXLSM
  Sales by CustomerXLSM
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam