Instructor for this course
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Enrolled:
501
Duration: 1 Hour
Level: Foundational
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In this course Excel expert David Ringstrom, CPA, helps you get started with Excel's Macro Recorder. Most users are unaware of the automation possibilities that macros present, and so this course is designed to show you how to automate simple repetitive tasks in your daily work. The course focuses on Excel's Macro Recorder and storing macros in the Personal Macro Workbook for future use. You'll also learn how to create a shortcut on Excel's Quick Access Toolbar for one click access to your most frequently used macros.

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.

Topics covered in this Excel macros for beginers course include:

  • Learn what a macro is in Excel.
  • Use Excel's Macro Recorder to create simple macros without any programming knowledge required.
  • Determine when to use Relative References when using Excel’s Macro recorder.
  • Recover from making mistakes when recording macros.
  • Understand the nuances of Excel’s Personal Macro Workbook and why you may wish to use it.
  • Create an icon on your Quick Access Toolbar so that you can launch frequently used macros with a mouse click or keyboard shortcut.

Course Collections

This course is included in the following Course Collections:

Learning Objectives

  • Discover what an Excel macro is.
  • Recognize how to unhide and hide the Personal Macro Workbook in Excel as needed.
  • Identify actions to take when you make a mistake while recording a macro.

89 Reviews (250 ratings)Reviews

4
Member's Profile
I liked the visual that showed all the steps before we went through it together. Very helpful for someone who has never used macros. I would have liked to move through the demos a little faster. In a couple instances I found myself finishing the demo before the webcast so I would fast forward.
5
Member's Profile
I enjoy David's courses. They are interesting, thorough and have a great work flow. I like how he outlines what he is about to do through explaining the relevant issues and then demonstrates. I think that reinforces the learning.
5
Member's Profile
Excellent presentation informative and easy to follow instructions, i am impressed the way Mr.Ringstorm explained the the topic he made it very simple and clear. definitely going to take more courses with hum in the future Thanks
4
Member's Profile
I learned a lot about macros in this session. David explained the topic and demonstrated the steps very well and I look forward to extending my knowledge on the topic. I also would not mind doing another class with David.
5
Anonymous Author
Best class I have found covering this topic yet. Finally not just informative, but walks through process in detail and provided helpful examples to make daily tasks way easier. Centering across will save me so much hassle.
3
Anonymous Author
The course material was a little too basic even for an introductory course. However, the instructor made it easy to follow along with his actions. The PowerPoint slides were not very impactful and too busy.
5
Member's Profile
Easy to follow instruction. Creating onscreen example of how everything worked was most helpful. I am a visual person. Check the first section - begins over again instead of covering the last slide.
5
Member's Profile
Great course for someone who has never used macros before - very introductory but that's what I needed. Goes no further than explaining use of the record button.
5
Member's Profile
Great lesson. It gives insight into the basics of MACROs in Excel. Definitely worth recommending for those looking for automating some repetitive tasks in Excel.
5
Anonymous Author
Instructions were clear and uncomplicated. i liked that the instructor first told us what steps we were going to take and then demonstrated those steps.
5
Anonymous Author
Approach used with slides first before showing in Excel is very effective. Slides will also be a useful reference for the future.
4
Member's Profile
There was some repetition, but overall a useful course. I can think of several tasks I could automate using a macro in Excel.
5
Anonymous Author
Great introduction to what macros are about and how to use the basic functions. Will enroll in Parts II through IV as well.
5
Member's Profile
As a beginner, it was very basic and taught in a simple fashion just to grasp the concept of a macro...not over my head!!
5
Member's Profile
The visual step by step examples very helpful. Great class to learn basics and how to avoid errors when creating macros.
Anonymous Author
Good course, but it would have been so much better to see the actual Excel work rather than just looking at the slides.
4
Member's Profile
I think it's best if the illustrative examples are also moving, like a video. Then proceed to your live example.
5
Anonymous Author
Good pace, allows beginners time to follow the examples and learn by doing the steps along with the instructor.
4
Member's Profile
Instead of still screen shots, live action video while the instructor is explaining would be easier to follow.
4
Anonymous Author
The handouts provide step by step guidance and the demonstration allows viewers to see the macros in action.
4
Anonymous Author
Very simple beginners course for recording basic macros - best for those who have never used macros in Excel
5
Anonymous Author
Short and Sharp - very simple to understand. Also additional tips of use of status bar was good one.
4
Anonymous Author
The instructor took time to explain the concept first before showing it practically on the excel.
5
Member's Profile
New to macros, this was a good introduction - will have to practice getting the language correct.
5
Anonymous Author
End of automating center across selection sound is the beginning, not what the screen is showng
5
Anonymous Author
This a really great course. I would recommend it to anyone who does the same tasks every month.
4
Member's Profile
It is big help but quite confused on some parts since we are already using Excel 2016 already.
4
Anonymous Author
Great introduction to macros. The tips about relative references in macros are very helpful.
5
Member's Profile
Very well introduction to Macros, which is usually daunting for most of the accountants.
4
Anonymous Author
Great to learn how to automate repetitive things we do in every excel sheet we work with.
5
Anonymous Author
Glad to find out about the Personal Macro Workbook and other aspects of Excel macros.
5
Member's Profile
Excellent overview of macro basics. Can't wait to start using this functionality.
4
Member's Profile
I like the speaker; he is easy to follow. The screens are very well presented.
5
Member's Profile
Really helpful for introducing Macro which I didn't have any idea before.
5
Anonymous Author
This course is at the right pace to learn the basic steps to add a macro.
4
Member's Profile
I disliked the test. The test was hard. Anyone that wants to learn Macros
5
Member's Profile
I thought I was an advanced excel user but I learned a few new tricks!
5
Member's Profile
I like to see all the steps and then watch you do the steps on excel.
5
Member's Profile
I'm not very familiar with macros and this course explained it well.
5
Member's Profile
I really like the labelled examples. Great way to clarify the steps.
5
Member's Profile
Easy to follow, David did a great job explaining macro basics.
5
Anonymous Author
This was a very good course that was presented well.
4
Anonymous Author
Good overview and refresher of the basics of macros.
5
Anonymous Author
Great slides and easy to follow. Highly Recommend!
4
Anonymous Author
Good information, things are different on a Mac.
3
Anonymous Author
Instructor is precise and easy to understand.
5
Anonymous Author
well presented, it simplifies learning Macros
Member's Profile
Nice simple introduction to recording macros.
4
Member's Profile
great examples which I could use immediately
5
Member's Profile
Great course! Very informative and helpful.
4
Member's Profile
Ready to move on to the next part of macros
5
Member's Profile
Great information. It will be very useful.
5
Member's Profile
Really a good start for understanding Macro
5
Member's Profile
easily understandable, clear explanation.
4
Anonymous Author
Very helpful to get started with macros.
5
Member's Profile
Very clear and thorough presentation.
5
Anonymous Author
excellent information. easy to follow.
4
Anonymous Author
good course for basic intro to macros
5
Member's Profile
Very practical and presented well.
4
Member's Profile
He is very clear in his explanations
5
Anonymous Author
Very useful and easy to understand.
4
Anonymous Author
good reminders and tips for macros
5
Member's Profile
Effective introduction to macros
5
Anonymous Author
Great class - learned so much.
5
Member's Profile
Thorough introduction to macros
5
Anonymous Author
Great course. Well presented.
4
Anonymous Author
Thought it was a good course.
4
Member's Profile
Great tips on creating Macros
5
Anonymous Author
The tutor is very informative
4
Anonymous Author
Simple intro. Straighforward.
5
Anonymous Author
Like this training very much
5
Anonymous Author
Very effective presentation.
5
Member's Profile
Content was very thorough.
5
Anonymous Author
Much better than expected!
5
Member's Profile
Very easy to understand
5
Member's Profile
effective presentation
5
Member's Profile
Good intro to macros
5
Anonymous Author
awesome and helpful
5
Member's Profile
Good introduction.
5
Anonymous Author
Clear and concise
4
Member's Profile
Good information
5
Member's Profile
Good Excel tips!
5
Member's Profile
Helpful intro.
5
Member's Profile
Good refresher
5
Anonymous Author
Love the info
Member's Profile
Very helpful
4
Member's Profile
good class
5
Anonymous Author
helpful
4
Member's Profile
nice

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course.

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 .

2 QuestionsCourse Questions and Answers

User picture

Hi, I'm working on a macro and trying to add to my macro commands to identify and delete empty text files in Excel 10. Any suggestions? Thanks

Member's Profile

You can adapt the macro that gets discussed in this thread:

http://www.xtremevbtalk.com/excel/323419-delete-empty-folders-zero-kb-files.html

Course Syllabus
INTRODUCTION AND OVERVIEW
Intro to Macros Part 1
  7:52Automating Center Across Selection
  11:31Running a Macro, Creating a Shortcut
  10:19Personal Macro Workbook; Deleting Macros
  8:06Macro Recorder Shortcut; Contact Info Macro
CONCLUSION
  4:45Relative References in Macros; Closing Comments
Continuous Play
  52:40Excel Efficiency : Intro to Macros Part 1
SUPPORTING MATERIALS
  PDFSlides: Intro to Macros Part 1
  PDFIntro to Macros Part 1 Glossary/Index
  XLSExcel Efficiency Intro to Macros Part 1-Excel 2003
  XLSXExcel Efficiency Intro to Macros Part 1-Excel 2007-2016
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM