Step by step for simple Macros

Hello Cora,

Hope you enjoyed your Microsoft Excel Advanced course with Best STL.

Thank you for your question regarding creating macros.

Create a Macro Step by Step

Since a macro is to be used to automate a process, first choose a process you are currently performing which is repetitive and time consuming. Then before creating your macro plan each step of the recording process. Following this procedure will help eliminate recording errors or making unnecessary steps.

Good practice is to make two extra copies of your file then create your macro on one file then test it thoroughly on both copy files. Once you are satisfied that it works perfectly then you can copy the code into the original file for later use.

To create a macro:

1. Select the worksheet where you want to begin recording the macro.
2. On the View ribbon, in the Macros group, click the Macros drop-down arrow and select Record Macro to open the Record Macro dialog box OR
3. On the Developer ribbon, in the Code group click Record Macro.
4. In the Record Macro dialog box, in the Macro Name text box, type a name for the macro. (Rules: must start with a letter, no spaces, no special characters, underscore is allowed)
5. In the Shortcut Key text box, enter a letter to add a shortcut key for the macro if desired.
6. From the Store Macro In drop-down list, select the location where the macro will be saved.
7. In the Description text box, add a description of the macro.
8. Click OK to begin recording the macro.
9. Perform the tasks you want to record in the macro.
10. Stop the recording – to do this:
• Click the Stop Recording button on the Microsoft Office Window Frame.
• On the View tab, in the Macros group, click Stop Recording.
• On the Developer ribbon in the Code group, click Stop Recording.
11. From the File menu, choose Save As, and from the Save As drop-down list, choose Excel Macro Enabled Workbook which uses the .xlsm file extension to save the macro along with the workbook.


I hope this resolves your question. If it has, please mark this question as resolved.

If you require further assistance, please reply to this post. Or perhaps you have another Microsoft Office question?

Have a great day.
Regards,

Rodney
Microsoft Office Specialist Trainer