Carefully perform the series of actions you wish to automate.Enter a shortcut key in the Shortcut Key.If you wish, enter a name for the macro in the Macro Name.Under the Developer tab, select Record Macro.With your desired keystrokes and mouse-clicks in mind, follow these steps to record your macro: You’re now ready to record your series of actions to create your macro. Then, select the check box beside Developer and then click.Under the Main Tabs list, select the Customize the Ribbon.Go to Excel > Preferences > Ribbon & Toolbar.In order to get it front and center, complete the following steps: As a default, Excel keeps the Developer tab hidden. How to Create a Macro in Excel – A Fool-Proof GuideĪlright, ready to cut to the chase? How exactly can you and your team start taking advantage of the Excel macro feature in hopes of improving productivity, efficiency, and morale? Check out the fool-proof step-by-step guide below.īefore you record a macro, you must ensure the Developer tab is visible on the ribbon. The macro can then be run and applied to any selected cells, meaning monotonous tasks really do become as easy as the click-of-a-mouse. An Excel macro can be tailored to help workers format names, color-coded report data, and customize formatting and presentation. This results in long completion times and a huge decline in morale for your tied-up workers.Ĭreating an Excel macro for projects like these helps keep your team moving forward while still staying on top of boring, yet mission-critical reports. The creation of these reports, on a repetitive basis, can be extremely tedious when done manually each time. Perhaps one of your team members creates daily, weekly or monthly reports for managers, customers or other staff members. When you think about it, this is a game-changer that’s super easy to implement. Productivity Game Changer: Working Smarter Not Harder with Excel Once you’ve created your macro, you can make tweaks and edits to ensure they work just the way you want them to. ![]() ![]() The best part about macros? They’re completely customizable. The creation of a macro is essentially a duplication of some specific set of mouse clicks and keystrokes, which gets recorded and saved to help you work smarter not harder. ![]() Can you think of something that you or one of your team members does repeatedly in Excel? Whether it’s data entry or calculations, creating a macro can help streamline team processes and seriously boost productivity.īasically, a macro lets you record an action or series of actions that can then be run repeatedly as needed. Creating a macro is hands-down the best possible way for users to automate repetitive tasks and get tedious work done more efficiently. What better place to start than by creating a macro in Excel. The Marvelous Macro: How Macros Make Your Life Easier If we put aside Excel’s tedious reputation, creating step-by-step guides for mastering Excel efficiency really is a no-brainer. However, the truth about Excel lies in the user’s commitment to making the most out of the feature-rich platform. It is misunderstood as the groan-inducing, spreadsheet monster with tricky-to-navigate features. A foolproof guide for increasing efficiency in ExcelĮxcel often gets a bad rap.
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