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Excel Finesse: Macros

David H. Ringstrom, CPA Keynote Speaker at Ijona Skills. He is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

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Overview

The Excel expert David Ringstrom, CPA, takes you beyond the basics of using Excel's Record Macro feature. David explains how to enhance the code you've created with the Record Macro feature by adding error-handling functions, decision-making capabilities, and interactive features. Step-by-step, he demonstrates techniques, features, and keyboard shortcuts to help you eliminate repetitive tasks and become more proficient utilizing Excel macros.

Why should you attend?

Practitioners who have some experience with Excel macros and wish to expand their knowledge of implementing them in order to work more efficiently in Excel.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. David draws attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Areas Covered in the Session:

  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Gaining an understanding of Excel's Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learning how to play back macros you've recorded so as to eliminate repetitive or tedious tasks.
  • Using form controls to simplify data entry as well as control the input of other users.
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
  • Learning what to do if a Debug prompt appears.
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

Who can Benefit:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

Webinar Id: ISDHR003

Duration: 90 mins

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