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Juniors 2020 Computer Science: Creating Macros To Automate Routine Tasks in

This document provides instructions on creating macros in Excel to automate routine tasks. It defines a macro as a set of computer instructions that tell the computer what to do when activated by an event. The document explains how to record a macro by recording keystrokes, set security settings to allow macros to run, save a recorded macro, edit a saved macro, and run macros in different ways. It recommends macros as a way to automate repetitive tasks that can be done through a keyboard and mouse.

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Cinthia Meza
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42 views

Juniors 2020 Computer Science: Creating Macros To Automate Routine Tasks in

This document provides instructions on creating macros in Excel to automate routine tasks. It defines a macro as a set of computer instructions that tell the computer what to do when activated by an event. The document explains how to record a macro by recording keystrokes, set security settings to allow macros to run, save a recorded macro, edit a saved macro, and run macros in different ways. It recommends macros as a way to automate repetitive tasks that can be done through a keyboard and mouse.

Uploaded by

Cinthia Meza
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 11

CREATING MACROS

TO AUTOMATE ROUTINE TASKS IN


EXCEL (advanced)

Juniors 2020
Computer Science

1
Topics Included:
• Demonstrations.
• What is a macro?
• Security settings to allow macros to run.
• How to record (and save) a macro.
• How to run your saved macro.
• How to edit a saved macro.
• Special macros:
– auto_open
– auto_close
– etc.
• Help and additional resources.
2
Other Uses Of Macros
• MS/Outlook,yahoo or gmail (eMail)
– Abort SEND if email SUBJECT line is empty.
– Customize your auto-signature with time, date, etc.
– Auto-reply to spam to remove from mailing list
• Malicious macros
– Delete or move files, send emails, dial the phone, etc.
• Anything you can do with your keyboard and
mouse can be done with a macro, automatically.

3
What Is A Macro?
• A macro is a set of computer instructions
• (a mini-computer program),
• activated by an event,
• that tells the computer what to do.
– Macros are often written (or “coded”) in a computer programming
language called Visual Basic For Applications (VBA),
a specialized subset of Visual Basic (VB).
– A macro can be a simple single instruction
(like coloring selected text red)
or, it can be several thousand lines of complicated code
(like building a stock price chart)
– A macro can also involve decisions and branches
• For example: If selected text is blue,
Then color it red;
Else, color it blue.
4
Security Settings To Allow Macros
• Launch Excel, Word, or other Microsoft Office application.
• Click - - - Tools | Macro | Security.
• Set your security level to medium.
– Affects all Microsoft Office applications (Word, Excel, etc.)
– Might need to restart the application before setting takes effect.
• You can digitally sign your macros.
– You, and other people who might use your macros can change their
security setting to recognize your signature and allow macros signed
by you to run without further prompting.

• Caution:
– The “undo” command does not always work with macros.
(Before you run a macro be sure that you really want to.)
5
How To Record A Macro
(i.e., How To Record Keystrokes)

• Launch Excel, Word, or any other MS/Office


application.
• Click - - - Tools | Macro | Record New
Macro.(depending on your Excel version).
• Select a place to store it:
– Global: - - - Available to all documents, or
– Local: - - - - Restricted to the current document.
• Option: May assign a shortcut key (Control + __ ).
• Click OK to begin recording keystrokes.
• IMPORTANT: When done recording, remember to
6
click ”STOP RECORDING”.
Running A Saved Macro
• There are many ways to run / launch a saved macro.
• Here are just a few:
– Select - - - Tools | Macro | Macros (depending on your Excel
version)…
– Use shortcut key(s) - - - (Control + __ or Control + Shift + __ ).
– Create a button (or other control) for it on your document.
– Program it to be auto-activated by an event or timer.
– Create a new button in one of your toolbars.
– Create a menu item for it on an existing, or new,
drop-down menu.
– Add it to a right-click menu (a context-sensitive menu) triggered
by a right-click event.
– Tie it to another event such as
• Moving the cursor
• Selecting a different cell (in Excel)
• Opening a file 7
• Having no activity for a specified time period
Editing A Saved Macro
• Launch Excel, Word, or any other Office
application.
• Open the document containing the macro
that you want to edit.
• Click - - - Tools | Macro | Macros …
• Select the macro that you want to edit.
• Click Edit.

8
Conclusion
• You can use macros to automate
routine tasks in Excel, Word, or
any other Microsoft Office application.
• The easiest way to create a macro
is to record keystrokes and then edit
(fine tune) the recording.
• The easiest ways to run a macro are to:
– Assign it to a new button on your toolbar, or
– Assign it to a fast path on your keyboard, or
– Click - - - Tools | Macro | Macros …
• If you can do it with a keyboard and mouse,
then you can automate it with a macro.
9
Answer the following questions
1)Define the term MACRO.
2)What is a malicious macro?
3)Describe the acronym VBA.
4)Why do you think you need to change the
security settings while working with macros?
5)Write the steps to record a new Macro in
Excel.
6)Name 3 ways to run a saved macro.
7)In your own word ,what does the term
10
automate refers to?
EMAIL
Send me the answers of these questions in
a Microsoft Word document.Attach the file
and send it back to the following email
addresses:
raf_eflores@yahoo.com or at
espptx2017@gmail.com
Thanks.Mr Flores

11

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