“The secret of getting ahead is getting started” – Mark Twain.
This post covers how to Create a Macro in Excel. Even if you have never created one before you will find this post simple to follow.
Let’s start by having a quick look at, what are Macros?
What are Excel Macros?
The term “Excel Macros” causes a lot of confusion. In a nutshell, Excel Macros refers to the programming language VBA that comes built-in to Excel.
When the terms Excel Macros or VBA are used they are referring to the same thing. Generally speaking, somebody new to VBA will use the term Macros and once they become familiar they use the term VBA.
What is VBA?
VBA is the programming language, Visual Basic for Applications. This language comes pre-installed with Excel. It is very powerful and allows you to extend the functionality of Excel.
VBA is also packaged with all other Microsoft Office application such as Microsoft Word, Access and Outlook.
In the following sections, we are going to create a Macro from scratch. By Macro we mean a Sub.
A Sub(short for Subroutine) is simply a collection of lines of VBA code that perform certain tasks. Any VBA application you create is a essentially collection of Subs.
So now we understand the background, let’s go ahead and create a macro.
Step 1 Make the Developer Tab Visible
The Developer Tab is normally visible by default on your ribbon. If not, you can make it visible using the following steps:
1. Right click on the ribbon. In the list that appears, select “Customize the Ribbon”
2. In the dialog that appears you will see a list of tabs on the right hand side. Ensure that “Developer” is checked on.
Step 2 Check Your Security Setting
The next step is to ensure your Macro settings are correct. On the Developer Ribbon, Click on the “Macro Security” button under the “Code” section.
You security settings should match the settings in the screenshot below
Step 3 Save as a Correct File Type
If you workbook has Macros then you must save it as a Macro Enabled Workbook. It is a good idea to do this in the beginning so as to avoid the potential lost of code.
Select File->Save As and choose “Macro Enabled Workbook” from the File type. Then click on Save.
Step 4 Enter the Visual Basic Editor
To enter the Visual Basic editor click on the Visual Basic icon on the Developer tab of the Ribbon. Alternatively you can press Alt + F11 on the keyboard
Step 5 Create a Module
Macros are stored in Modules so create a module.
Look in the VBA Project Window. If the window is not visible the select “View” ->”Project Explorer” from the menu (shortcut Ctrl key and R).
Select the workbook where you want to place the code. The workbooks will be in parenthesis beside “VBAProject”. Each open workbook will have an entry like this in the VBA Project window
Right click on the workbook where you wish to place the code. Select “Insert” and then “Module”.
a new module will appear:
When you double click on a Module in the VBA Project window the code of that module is displayed in the main code window. When a new module is created it normally doesn’t contain any code(note it may contain “Option Explicit” if you have this option turned on).
Step 6 Create a Macro
Type “Sub MyFirstMacro” in the main code window and press return. You should have the following
Step 7 Add Some Code to Your Macro
Use MsgBox “Hello World”. This will display a dialog with “Hello World” to the user
Step 8 Run Your Macro
To run your macro:
- Click anywhere inside the Macro
- Select Run->Run Sub/UserForm
Note: If the cursor is not inside a Macro then VBA will display a list of available Macros and ask you to select one to run.
You should get a dialog like this
This post showed you how to get up and running using VBA. It went through the steps for setting up correctly and ended with you running a macro.
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