Introduction to Excel Macros Part 2 (Video) (Course Id 2788)

• Who is this course for?
  This course is designed for CPAs, accountants, and other professionals seeking Continuing Professional Education (CPE), particularly those who use Excel and want to expand their skills in automating tasks with macros.

• What is this course about or what problem does this course solve?
  This course teaches participants how to record Excel macros, understand and edit the VBA code generated by Excel, and enhance automation using buttons, user input, and tools such as Goal Seek to reduce repetitive manual tasks.

• How can the knowledge from this course be used?
  The knowledge from this course can be used to automate routine Excel processes, manage macro-enabled workbooks, and troubleshoot macro issues using Excel’s built-in debugging and error-handling tools.

• Why is this course important to a CPA or Accountant?
  This course helps CPAs and accountants work more efficiently in Excel by automating repetitive tasks, improving consistency in spreadsheet processes, and making everyday data work faster and easier to maintain.

• When is this course relevant or timely?
  This course is relevant whenever professionals need to streamline Excel workflows, especially when dealing with repetitive spreadsheet tasks that can benefit from automation.

• How is a course like this consumed or used?
  This course is delivered as a QAS self-study video course where participants watch instructional demonstrations, review course material, and complete a final exam with a passing score of at least 70% to earn CPE credit.

Macros allow you to automate repetitive Excel tasks and reduce manual effort without having to write code from scratch. In this hands-on session, David Ringstrom, CPA and author of Excel for Dummies, shows how to record macros, understand and edit the VBA code Excel generates, and enhance macros with buttons and user input. You’ll learn how to automate tasks such as Goal Seek, save and manage macro-enabled workbooks, and troubleshoot issues using Excel’s built-in debugging and error-handling tools. The emphasis is on practical automation techniques that make everyday Excel work faster, more consistent, and easier to maintain.

David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Video - NASBA QAS - NASBA Registry - 2788

Course Learning Objectives

• Identify the menu tab that can be enabled to access additional tools related to macros.
• Identify the location of the Goal Seek command within Excel's menu.
• Compare the difference between objects and methods in an Excel macro.

Chapter 1 - Introduction to Excel Macros Part 2

Chapter 1 Review Questions

Key Terms