K2's Introduction to Excel Macros - New

Monday, October 25 2:00pm - 5:30pm

(Check-In 1:45pm)

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4.00 Credits

Member Price $140.00

Price will increase by $20 on 10/18

Non-Member Price $205.00

Price will increase by $20 on 10/18

Overview

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, “One day, I’ll learn how to write macros.” Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel.

 

Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

Highlights

 

Prerequisites

None

Designed For

Business professionals seeking to extend Excel’s functionality with simple, yet highly-effective, macros

 

Objectives

 

  • Create a macro in Excel using the Macro Recorder tool
  • Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  • Identify the usefulness of the Macro Recorder and list four key limitations of the Macro Recorder; additionally, modify Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  • List the nine key elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor;  manage macros through copy/paste and delete processes
  • Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE

Preparation

None

Notice

Instructional delivery method: Group-live demonstration and discussion – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

 

Leader(s):

Leaders

Lawrence McClelland

Lawrence A. (Mac) McClelland, MBA, JD Associate, K2 Enterprises Carriere, Mississippi mac@k2e.com

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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Non-Member Price $205.00

Member Price $140.00