About this lesson
Learn to record basic Excel macros to automate your actions (instead of doing them manually).
Multiple versions of this lesson are available, choose the appropriate version for you:
Download the ‘before’ and ‘after’ Excel workbooks from the video tutorial and try the lesson yourself.Macros.xlsx
10.7 KB Macros - Completed.xlsm
17.7 KB Macros - Extra Practice.xlsx
12.2 KB Macros - Extra Practice Completed.xlsm
Recording basic Excel macros to automate actions.
When to use
Excel contains a powerful language called VBA that can be used to script actions to happen. Recording macros is the first step in this process, and is very useful for automating repetitive steps.
Expose the Developer tab (if it is not on your ribbon)
- Right click any command on the ribbon and choose “Customize Ribbon”
- Click the box next to Developer tab in the list on the right
- Click OK to return to Excel and activate the Developer tab
- Practice the steps you will go through, as the macro recorder will record your mistakes!
- Be aware that the macro will do EXACTLY the same thing EVERY time it runs (this can be modified, but it involves learning to program)
Recording a Continuity Schedule Roll Forward macro
- On the developer tab, click “Record Macro”
- Give the macro a name (no spaces) and add a capital letter in the Shortcut box (like R) if desired
- Choose to place the macro in ThisWorkbook
- Select a range of cells with data in them, right click, and choose Copy
- Select a cell (the “destination”), right click, and choose PasteSpecial > Values
- On the Developer tab click “Stop Recording”
Running the macro
- Delete the values in the cells you pasted into the “destination” range
- Run the macro in any one of three ways:
- Press CTRL+SHIFT+R (or whatever letter you chose) to run the keyboard shortcut
- Press Alt+F8 to run the macro from the macro dialog
- Go to the Developer tab and choose to Insert a Form Control Button on the worksheet (it will prompt you to connect a macro to it). You can then click the button to run the macro
Lesson notes are only available for subscribers.