![]() Insert a new column to the left of the Balance Due column. This will add a new column in between the Customer Name and Balance Due columns. First, highlight the Balance Due column, then right-click and select Insert Column. Now that the macro is recording, let’s begin our tasks. It’s important that you only perform the actions that you want the macro to do and nothing else from this point until you click on Stop Recording. Once you hit OK, the icon should change to indicate that the macro is recording your actions. Then add a shortcut key or description if you like, but these are not required. For readability, you may want to separate words with something like _ or. First, create a name for your macro, keeping in mind that you can’t use spaces. To start recording your first macro, click on the Record Macro button, and you will be presented with the options below. The highlighted commands on the Developer tab help you record and manage macros. Once you have the Developer tab, click on it and you will see options similar to those shown on the screen below. In the “Customize the Ribbon” area on the right, look in the “Main Tabs” list and check the Developer checkbox. (In macOS, click the Excel menu at the top of the screen and choose Preferences > Ribbon & Toolbar. Shimon Brathwaite/IDGĬheck the Developer checkbox to turn on the Developer tab in the Ribbon. Then, in the “Customize the Ribbon” area on the right, look in the “Main Tabs” list and check the Developer checkbox. Select Customize Ribbon from the left navigation bar. Click on the File tab at the far left of the Ribbon (highlighted in the screenshot above) and then, on the screen that appears, click Options at the bottom of the left column. This is not present by default, so we will need to add it. To create a macro, we’ll use the Developer tab in the Ribbon toolbar at the top of the Excel window. Note the File menu at the left end of the Excel Ribbon. In this example, we have been given seven customers to work with. Let’s suppose that we are responsible for taking customer names and balances and performing two tasks: first splitting the customer’s name into separate first and last names, and then highlighting everyone who has a balance due that is greater than zero. To help illustrate this process, I will use a small sample data set. After that, I will discuss how you can edit or write macros from scratch using VBA and provide some resources for self-learning. ![]() ![]() In this article, I will focus primarily on creating macros by recording them - the simplest and quickest method. So in addition to creating macros by recording them, you can also write them manually in VBA code. When you record a macro, Excel translates your actions into VBA code under the hood. You can even assign a keyboard shortcut to a macro, so you can run it with just a few keystrokes.Įxcel macros are based on Microsoft’s Visual Basic for Applications (VBA) programming language. Once you’ve recorded a macro, you can run it again at any time. You perform the sequence of steps you want to automate, and Excel tracks them all and saves them in the macro. To use a macro, you first need to record it. ![]()
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