How to record a Macro to automate repetitive tasks

If you have tasks in Microsoft Excel that you do repeatedly, you can record a macro to automate those tasks. A macro is an action or a set of actions that you can run as many times as you want. When you create a macro, you are recording your mouse clicks and keystrokes. After you create a macro, you can edit it to make minor changes to the way it works.

In this example we demonstrate how you can create a macro that inserts the company’s letter head and is available in every workbook (Personal Macro Workbook) 

Applies To: MS Excel 2003, 2007 and 2010 

  1. Open Microsoft Excel
  2. Select any cell
  3. Select View, Macros (Macros group), and Record Macro. Then Enter as below

tip1

4.  Select Ok

5.  Select View, Macros (Macros group), and Use Relative References (So that macro can run in any cell on the particular worksheet)

6.  Type your company letter head including any formatting   e.g.

Sage Alchemex
4 Derby Place, Derby Downs
University Road, Westville, 3629, Durban, RSA
www.alchemex.com

 7.  Repeat step five.

8.  Select View, Macros (Macros group), and Stop Recording

9.  If you select any cell in any workbook/worksheet and press CTRl + SHIFT + L, the macro will execute

10.  Alternatively you can select as:  View, Macros (Macros group), and View Macros. Then select as below

 tip2

 

If you have any suggestions for an Excel Tips & Tricks topic, or you would like help with a particular function, please email enablement@alchemex.com and yours could be the next Tip of the Week.

Alchemex provides examples of MS Excel procedures for illustration only, without warranty expressed or implied, including but not limited to the implied warranties of merchantability and/or fitness for a particular purpose. The MS Excel procedures on this web site are provided “as is” cannot be guaranteed that they can be used in all situations