Instructor for this course
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Excel expert David Ringstrom, CPA, takes you step-by-step through the process of creating and using macros—one of Excel’s most powerful features. In this comprehensive presentation, he introduces the concept of Excel macros as well as the Visual Basic for Applications (VBA) macro. David also explains step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After completing this course, you’ll be equipped to use macros immediately. 

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:

  • Making sense of the Enable Content prompt related to macros in Excel.
  • Uncovering macro-related commands within Excel’s user interface.
  • Automating a repetitive task, such as formatting a set of phone numbers consistently.
  • Utilizing the Relative References setting for creating Excel macros to be played back on any cell versus specific cells.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Recording a contact info macro.
  • Deciphering and managing Excel’s macro security prompts.
  • Converting .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Understanding how macros are used in Excel, along with the risks and benefits associated with them.
  • Learning the risks and frustrations of using merged cells in Excel worksheets.
  • Learning how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.

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 create general-use macros with the Relative Reference setting for Excel’s Macro Recorder.
  • Recognize when to use the Hide and Unhide commands in an Excel Personal Macro Workbook.
  • Identify how to apply Visual Basic for Applications (VBA) macros in Excel.
Last updated/reviewed: February 11, 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

121 Reviews (353 ratings)Reviews

5
Anonymous Author
David is very good. I will take more of his courses. His way of presentation is very helpful where he will start with specific instruction/steps and then he will demonstrate it. I always thought macro is very complicated but David made it simple. Right after taking this course (in fact while taking this course), I was able to create at least three macros that save me time at work.
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
David Ringstrom's courses are very thorough and this one is no exception. He gives many examples and explains each one as if it's the first one so the repetition sticks. The examples he provides are ones that most people will find useful.
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
Easy to follow course. I would prefer that he skip the powerpoint parts and jump straight into the macros (it doubles the length in most cases). It is informative, but it does not get into any VBA. I assume that is in future parts.
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.
5
Anonymous Author
My favorite Excel instructor. Shows the steps prior to taking them, makes it easy to follow, pace is easy to follow. I have already used the macro recorder but this course showed me many things I did not know.
5
Member's Profile
Have not done much work with Macros, thought it too technical a subject, but this was an excellent beginning course and provided some very practical examples on how powerful and simple the Macro can be.
5
Member's Profile
Good teaching to build the foundation, macros are tricky to first time users and this helped me understand alot of the little mistakes I did not know before. Looking forward to the next 2 macro lessons!
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.
4
Member's Profile
Interesting course, and the videos are well done. I would suggest reviewing the order you have your clips listed. It seems like some are our of order and a couple of the clips end at odd places.
5
Member's Profile
Very helpful, I liked that the topic was overviewed by the speaker with pictures and numbered steps and then demonstrated. Easy to follow along with the instructor and apply hands on.
5
Member's Profile
I wish I had have taken this course a long time ago. It would have saved me much time! The presenter was very knowledgeable and engaging. It is well worth the time to take this course.
5
Anonymous Author
This course is a great introduction for Macro novices like myself. Notes from this course will serve as valuable reference material as I move on to more Macro classes.
5
Member's Profile
instructor makes too many typing errors which can be distracting. Also he repeated some steps over and over...especially about the icon for the recorder at the bottom.
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
Anonymous Author
I like that the course was clear and concise. It was also nice that there was preview of the tasks that he was going to do before actually executing the example.
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
Member's Profile
Great intro to macros. This course explained what a macro is, and a couple different ways to record them as well as examples of when they are useful.
5
Member's Profile
Lots of really good information on creating the macros and creating shortcuts. The phone number clean-up is spot on for what I need, great example.
5
Member's Profile
И как всегда, великолепный курс от Дэвида! Все актуально и все интересно!
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
Member's Profile
Great comprehensive instruction to the macro recorder function. Love Davids courses but wish they could be condensed slightly.
5
Anonymous Author
This is the first time I have ever used a macro. I found the course easy to understand and moved at just the right pace.
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
Anonymous Author
I liked the fact David told us what he was going to do and then showed us. This helped focus and reinforce the learning.
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.
5
Member's Profile
A very good outline of the steps to create and manage macros. It opens the door to some pretty powerful stuff in Excel!
5
Member's Profile
Very informative class on intro to creating macros! Since I am relatively unfamiliar with macros, this helped a lot.
5
Member's Profile
Good Refresher course by a knowledgeable instructor for those who don`t deal with it every day or are the novice.
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.
5
Member's Profile
Loved it. Many thanks. Definitely will be looking for areas to build macros into my workflow now.
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
Member's Profile
Very good teaching technique; explains goal and steps and then shows actual execution of steps.
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
Good introduction to Macros and found it useful especially with the quick access to the Macros
4
Anonymous Author
Great introduction to macros. The tips about relative references in macros are very helpful.
4
Member's Profile
Good introduction to macros. Could provide more info on the text of the macros themselves.
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.
4
Member's Profile
Great intro to macros. A little repetitive but that reinforced what was being taught.
5
Anonymous Author
Glad to find out about the Personal Macro Workbook and other aspects of Excel macros.
5
Member's Profile
Great for beginners to macros and VBA. Thank you, David, for producing this content.
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.
3
Member's Profile
Can't say what it would take to make this work for me. Impossible to follow.
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.
5
Member's Profile
I thought I was an advanced excel user but I learned a few new tricks!
5
Member's Profile
Great refresher course on macros. Easy to follow and very applicable.
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
Very thorough review of how to get started with macros in Excel.
3
Anonymous Author
Easy to understand for someone without a lot of macro knowledge.
5
Member's Profile
Easy to follow, David did a great job explaining macro basics.
5
Member's Profile
Learned lots of new info that I can use in my job right away.
5
Member's Profile
This was excellent, I had no idea how much Excel could do.
3
Member's Profile
works for what i need to renew my cpa and cia licenses.
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
Member's Profile
The instructor was thorough and very easy to follow.
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
5
Anonymous Author
Guidance was clear and it was well presented.
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

Course Complexity: Foundational

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 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
  4:03Introduction to Excel Efficiency: Intro to Macros Part 1
  6:45Introduction to the Macro Recorder
  7:07Merge Cells and Center Across Selection
  8:50Other Ways to Run Macros and Automating Center Across Selection
  10:40Manually Running Our New Macro, Creating an Icon for Our Macro and What are the Risk?
  5:45What is the Personal Macro Workbook?; Deleting a Macro
  8:13Merge Cells and Center Across Selection
  8:16Running the Contact Info Macro, Re-recording with Relative References and Playing Back the Re-Recorded Macro
  7:26Planning to Automate a Repetitive Task; Accounting Report Macro: Clean-Up and Filtering
  10:43Accounting Report Macro: Text to Columns and Stop Recording; Creating a Clickable Shape
  10:21Saving Workbooks That Contain Macros, Macro Security Notification Prompt and Recording a Page Footer Macro
  7:55Viewing the Page Footer Macro, Editing the Page Footer Macro and Creating a Phone List Clean-Up Macro
  5:33Phone List Macro: Find and Replace, Text to Columns/ Number Format and Running the Phone List Clean-Up Macro
CONTINUOUS PLAY
  1:41:47Excel Efficiency: Intro to Macros Part 1 Full Video
SUPPORTING MATERIALS
  PDFSlides: Intro to Macros Part 1
  PDFIntro to Macros Part 1 Glossary/Index
  XLSXWorkbook: Excel Efficiency Intro to Macros Part 1
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM