Instructor for this course
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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: February 18, 2019

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesCertified Excel Modeler

  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
  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

45 Reviews (128 ratings)Reviews

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.
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
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
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
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.
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
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
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
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
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
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
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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  7:52Introduction to Excel Efficiency: Intro to Macros Part 2
  9:24Macro Streamline Repetitive Tasks and Recording a Goal Seek Macro
  5:09Recording a Goal Seek Macros and Viewing Our Recorded Macro
  10:52View the Code as Recorded and Deconstructing the Goal Seek Macro
  8:14Adding a Macro Button and Make the Goal Seek Macro Interactive
  8:38Understanding InputBox and Revise the Code to Use a Variable
  8:03Dealing with Errors/Debug Prompt and Handling The Cancel Button
  6:57Handling Invalid Inputs and Error Handling
  5:10Understanding MsgBox
  9:30Stepping Through a Macro and Compile Errors
  13:19Syntax Errors, Confirm User Wants to Run Macro, Determine if User Clicked No and Prompt User to Choose a File
  9:04Determine if User Clicked Cancel, Opening the File the User Chose, Notifying User of Macro Completion ...
CONTINUOUS PLAY
  1:42:12Excel Efficiency: Intro to Macros Part 2
SUPPORTING MATERIALS
  PDFSlides: Intro to Macros Part 2
  PDFIntro to Macros Part 2 Glossary/Index
  XLSXWorkBook: Excel Efficiency Intro to Macros Part
  XLSMGoal Seek Feature
  XLSMSales by Customer
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM