Discovering and Implementing Excel Macros

Duration 60 Mins
Level Basic
Webinar ID IQW20I0912

  • Automating the cleanup of an accounting report in Microsoft Excel with a recorded macro
  • Recording a macro to automate using Center Across Selection
  • Weighing the risks versus benefits of using macros in Excel spreadsheets
  • Recording a macro to automate using Center Across Selection
  • Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar
  • Making sense of the Enable Content prompt related to macros in Excel
  • Adding clickable shapes to Excel spreadsheets as a visual means of launching Excel macros
  • Uncovering macro-related commands within Excel’s user interface
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook
  • Recording a macro to automate using Center Across Selection
  • Preserving macros by saving workbooks in the XLSM format versus the default XLSX format
  • Automating the cleanup of an accounting report in Microsoft Excel with a recorded macro

Overview of the webinar

You’ll learn the basics of how to use macros—one of Excel’s most powerful features—in this live webcast presented by Excel expert David Ringstrom, CPA. He introduces Visual Basic for Applications (VBA), which enables you to create time-saving macros and allows you to automate procedures commonly performed in Excel. David also explains how to use Excel’s Record Macro feature, Personal Macro Workbook, and more. After participating in this comprehensive session, you’ll be equipped to use macros immediately to speed up your work in Excel.

Who should attend?

Practitioners seeking to understand the concept of macros and gaining experience with VBA macros and the Record Macro feature.

Why should you attend?

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Faculty - Mr. David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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