How To Create Macros in Excel

Macros are a set or sequence of instructions that perform as and when required by the user. Initially, a macro is to be recorded. Then the macro is being executed in order to perform a set of a predefined set of commands in Microsoft Excel. Macros save a huge amount of time in performing a set of repetitive actions.

On the Developer tab, click Record Macro. Optionally, enter a name for the macro in the Macro name box, enter a shortcut key in the Shortcut key box, and a description in the Description box, and then click OK to start recording.

How to Create Macros in Excel Tutorial

Uses for macros in Excel

You may choose to use macros in Excel for a range of functions. Some of the most common uses for macro automation can include :

What is a macro in Excel?

A macro in Microsoft Excel is a script that allows you to automate processes to a single key. When creating a macro, you perform an activity within your spreadsheet which can comprise multiple steps. Microsoft Excel records the steps you take and allows you to bind them to a set of key presses. In the future, you can complete all the activities you recorded by using the keyboard shortcut.

How to create a macro in Excel

If youre interested in creating macros in your Excel documents, follow these steps:

1. Open the Developer tab

Click on the “Developer” tab at the top of the program to access the developer options. Microsoft Excel uses tabs to organize features of the program to make it easier for users. The “Developer” tab contains advanced options which allow for tasks such as automation and macro scripting.

2. Choose to record a macro

Look inside the “Code” group and choose “Record macro” from the options. This starts the prompt for creating your own macro. Look for an icon that shows a spreadsheet with a red recording dot in the upper left corner.

3. Provide macro details

Provide additional details before creating a macro to make it easier to access. Excel allows you to provide a name and description for your macro, which can help you identify it and remember its purpose. You may also choose which shortcut key starts the macro in the future, allowing you to choose a convenient or easy-to-remember option. Click “OK” after entering this information.

4. Perform your chosen actions

After clicking “OK,” complete the actions you plan to bind to your macro. Excel automatically records each action you take. The program also includes all actions you performed between starting your recording and completing it, so make sure you only perform those specific actions while it records.

5. Complete your macro and stop recording

Click on the “Stop recording” icon when you complete your last action. The button replaces the “Record macro” button at the top of the screen. Excel binds all actions you take during the recording to the new macro for future use.

6. Use your shortcut

Execute your macro to perform the recorded tasks quickly. You may execute your macro by entering the keyboard shortcut. You may also execute a macro using the “Macros” button in the Developer tab next to the button you used to record the macro.

Tips for creating macros in Excel

If youre interested in using macros in Microsoft Excel, consider using these tips:

Analyze common tasks

When determining which macros to create, its beneficial to focus on those functions you may use often and those with several steps. Assessing your usage may help you identify areas you can improve. If you have a process that requires multiple steps, it may be a good macro candidate.

Create many macros

When unsure about whether a macro would be beneficial, consider the benefits of using a macro for that function. Creating a macro can be a quick and simple process that may improve your overall workflow. This means that a macro may still have a net positive result on your efficiency and your ease of use with Excel.

Differentiate between relative and absolute references

When making a macro, you have the option to choose between absolute or relative references. A macro with an absolute reference can perform the tasks you complete in those exact cells. A macro with relative reference performs the tasks you completed, but it adjusts to account for beginning your macro in a different space than your first use. Both options can be useful, but the difference in application makes it important to choose the correct option for your specific macro.

Write your macros down

When creating multiple macros for your project, its beneficial to know what your macros are and what functions they perform. You may choose to note this information in a text file on your computer or on a piece of paper. This helps remind you of the shortcut keys for each macro so that you can use them more quickly than selecting them from the menu.

Stay specific

Excels built-in macro recording features can also help you remember which shortcuts apply to which actions. Choosing names and descriptions for your macros that clearly explain what they do can be beneficial when working on future projects. Effective naming allows you to remember what each macro is for so that you can choose the correct option when working with your spreadsheet.

Please note that none of the companies mentioned in this article are affiliated with Indeed.

FAQ

How do I create my own macro?

Record a macro with a button
  1. Click View > Macros > Record Macro.
  2. Type a name for the macro.
  3. To use this macro in any new documents you make, be sure the Store macro in box says All Documents (Normal. …
  4. To run your macro when you click a button, click Button.
  5. Click the new macro (it’s named something like Normal.

Why would you create a macro in Excel?

An Excel macro is an action or a set of actions that you can record, give a name, save and run as many times as you want and whenever you want. Macros help you to save time on repetitive tasks involved in data manipulation and data reports that are required to be done frequently.

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