Microsoft
Excel 2010
Chapter 10
Using Macros and Visual Basic
for Applications (VBA)
with Excel
Objectives
• Use passwords to assign protected and
unprotected status to a worksheet
• Use the macro recorder to create a macro
• Execute a macro and view and print code for a
macro
• Customize the Quick Access Toolbar by adding a
button
• Understand Visual Basic for Applications (VBA)
code and explain event-driven programs
Using Macros and Visual Basic for Applications (VBA) with Excel
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Objectives
• Add controls, such as command buttons, options
buttons, and check boxes to a worksheet
• Assign properties to controls
• Use VBA to write a procedure to automate data
entry into a worksheet
• Review a digital signature on a workbook
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Project – Green Valley Conservation
Group
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General Project Guidelines
• Determine the actions you want to automate, and
plan the steps to create a macro
• Create the first user interface
• Determine properties for controls in the user
interface
• Establish the Visual Basic code needed for each
control
• Create the second user interface
• Evaluate the completed user interface through testing
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Unprotecting a Password-Protected
Worksheet
• Click the Unprotect Sheet button (Review tab |
Changes group) to display the Unprotect Sheet
dialog box
• Type the password in the Password text box
• Click the OK button to unprotect the worksheet
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Unprotecting a Password-Protected
Worksheet
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Displaying the Developer Tab, Enabling Macros, and
Saving a Workbook as a Macro-Enabled Workbook
• Click the File tab to display the Backstage view
• Click the Options command to display the Excel
Options dialog box
• Click the Customize Ribbon tab to display the
Customize Ribbon tools
• Click the Developer check box in the Main Tabs list
to select the Developer tab for display on the
Ribbon
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Displaying the Developer Tab, Enabling Macros, and
Saving a Workbook as a Macro-Enabled Workbook
• Click the OK button to display the Developer tab
on the Ribbon
• Click the Macro Security button (Developer tab |
Code group) to display the Trust Center dialog box
• Click the ‘Enable all macros’ option button to
select it
• Click the OK button to close the dialog box and
enable macros
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Displaying the Developer Tab, Enabling Macros, and
Saving a Workbook as a Macro-Enabled Workbook
• Click the File tab to display the Backstage view
• Click the Save As command to display the Save As
dialog box
• When the Save As dialog box is displayed, click the
‘Save as type’ button to display a list of file types
• Click Excel Macro-Enabled Workbook in the ‘Save
as type’ list to select the appropriate file type
• Click the Save button to save the workbook as an
Excel Macro-Enabled Workbook file
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Displaying the Developer Tab, Enabling Macros, and
Saving a Workbook as a Macro-Enabled Workbook
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Displaying the Developer Tab, Enabling Macros, and
Saving a Workbook as a Macro-Enabled Workbook
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Converting Names to Proper Case
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Recording a Macro
• Click the Use Relative References button (Developer tab |
Code group) so that the macro uses relative cell references
when selecting cells
• Click the Record Macro button (Developer tab | Code
group) to display the Record Macro dialog box
• Enter the desired name and shortcut key, select the desired
store location, and enter the desired description
• Click the OK button to begin recording the macro and
change the Record Macro button to the Stop Recording
button
• Perform the desired actions to add to the macro
• Click the Stop Recording button (Developer tab | Code
group) to stop recording the worksheet activities
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Recording a Macro
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Setting the Macro Security Level
to Medium
• Click the Macro Security button (Developer tab |
Code group) to display the Trust Center dialog box
• Click the ‘Disable all macros with notification’
option button
• Click the OK button to close the dialog box
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Setting the Macro Security Level
to Medium
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Opening a Workbook with Macros and
Executing a Macro
• Open the desired workbook containing a macro
• Click the Enable Content button in the Security
Warning bar to open the workbook with macros
enabled
• Click the desired macro’s shortcut key to run the
macro
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Viewing and Printing
a Macro’s VBA Code
• Click the Macros button (Developer tab | Code group) to
display the Macro dialog box
• When the Macro dialog box is displayed, click the name of
the macro to view and print
• Click the Edit button to display the Microsoft Visual Basic
Editor
• Click File on the menu bar to display the File menu
• Click the Print command to display the Print dialog box
• Click the OK button to print the macro code
• Click the Microsoft Visual Basic Editor Close button on the
right side of the title bar to close the Visual Basic Editor
window
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Viewing and Printing
a Macro’s VBA Code
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Adding a Button to the Quick Access Toolbar,
Assigning the Button a Macro, and Using the Button
• Right-click anywhere on the Quick Access Toolbar to
display the shortcut menu
• Click the Customize Quick Access Toolbar command
on the shortcut menu to display the Customize the
Quick Access Toolbar page of the Excel Options dialog
box
• Click the ‘Choose commands from’ box arrow to
display a list of commands to add to the Quick Access
Toolbar
• Click Macros in the ‘Choose commands from’ list to
display a list of macros
• Click the desired macro to add
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Adding a Button to the Quick Access Toolbar,
Assigning the Button a Macro, and Using the Button
• Click the Add button to add the macro to the
Customize Quick Access Toolbar list
• Click the Modify button to display the Modify Button
dialog box
• Click the desired icon in the Symbol list to select it
• Click the OK button to assign the icon to the new
command and to close the dialog box
• Click the OK button to close the dialog box
• Click the new button on the Quick Access Toolbar to
run the macro
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Adding a Button to the Quick Access Toolbar,
Assigning the Button a Macro, and Using the Button
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Adding a Command Button Control
to the Worksheet
• Click the Insert button (Developer tab | Controls
group) to display the Controls gallery
• Click the Command Button button in the ActiveX
Controls area of the Controls gallery (column 1, row 1
of ActiveX area) to switch to Design mode
• Move the mouse pointer (a crosshair) to the desired
location for the command button
• Drag the mouse pointer to draw the command
button
• Release the mouse button to add the Command
Button control with the default caption
CommandButton1
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Adding a Command Button Control
to the Worksheet
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Setting the Command Button Control
Properties
• With the Command Button control selected and Excel
in Design mode, click the Properties button
(Developer tab | Controls group) to open the
Properties window for the Command Button control
• If necessary, when the Properties window opens,
click the Alphabetic tab
• Click Caption in the Properties list, double-click the
entry in the Caption box, and then type the desired
caption
• Click ForeColor in the Properties list, click the
ForeColor arrow, and then click the Palette tab to
display a palette of colors to apply to the button text
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Setting the Command Button Control
Properties
• Select the desired color
• Click Font in the Properties list and then click the
ellipsis button to display the Font dialog box
• When the Font dialog box appears, click the
desired font, font style, and size
• Click the OK button to display the Command
Button control
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Setting the Command Button Control
Properties
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Entering the New Data Button Procedure
Using the Visual Basic Editor
• Double-click the button to display the Microsoft
Visual Basic Editor
• When the Microsoft Visual Basic Editor starts, if the
Project Explorer window appears on the left, click its
Close button
• If necessary, double-click the title bar of the
Microsoft Visual Basic window to maximize it
• Click to the left of the letter P in the word Private on
the first line and press the enter key to add a blank
line before the Sub statement
• Position the insertion point on a blank line between
the Sub and End Sub statements
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Entering the New Data Button Procedure
Using the Visual Basic Editor
• Enter the desired code
• Click the Close button on the right side of the
Microsoft Visual Basic title bar to return to the
worksheet
• Click the Close button on the right side of the
Properties window to close the window
• Click the Design Mode button to return to Run
mode
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Entering the New Data Button Procedure
Using the Visual Basic Editor
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Adding Form Controls to a User Interface
• Click the Insert button (Developer tab | Controls
group) to display the Controls gallery
• Click the Option Button button in the Form Controls
area in the Controls gallery
• Drag the mouse pointer to the desired location
• Click the Insert button (Developer tab | Controls
group) to display the Controls gallery
• Click the Check Box button in the Form Controls area
in the Controls gallery
• Drag the mouse pointer to the desired location
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Adding Form Controls to a User Interface
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Grouping Option Buttons
in a User Interface
• Click the Insert button (Developer tab | Controls
group) to display the Controls gallery
• Click the Group Box button in the Form Controls
area in the Controls gallery
• Drag the mouse pointer so the Group Box control
is in the desired location
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Grouping Option Buttons
in a User Interface
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Formatting the Option Button Controls
• With Excel in Design mode, click the option button control
to format
• Use the sizing handles to resize the option button
• Right-click the control to display the shortcut menu
• Click Edit Text on the shortcut menu so you can edit the
control text
• Delete the text in the control and type the replacement text
• Select the control(s) to resize
• Click the Align button (Drawing Tools Format tab | Arrange
group) to display the alignment options
• Click the desired alignment option
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Formatting the Option Button Controls
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Recording User Input to Another
Location on the Worksheet
• Right-click the control to link to display the
shortcut menu
• Click Format Control to display the Format Control
dialog box
• If necessary, click the Control tab to display the
Control settings
• Enter the desired cell in the Cell link box to enter
the identity of the control in that cell
• Click the OK button to close the dialog box
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Recording User Input to Another
Location on the Worksheet
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Assigning Names to Cells
• Select the cell to name
• Click the Name Manager button (Formulas tab |
Defined Names group) to open the Name
Manager dialog box
• Click the New button to open the New Name
dialog box
• Enter the desired name
• Click the OK button to enter the cell name
• Click the Close button to close the dialog box
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Assigning Names to Cells
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Assigning Names to Cells
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Entering the Command Button
Procedures Using the Visual Basic Editor
• With the command button selected and Excel in
Design mode, click the View Code button
(Developer tab | Controls group) to display the
Microsoft Visual Basic Editor
• Click the Object box arrow at the top of the
window and then click the name of the command
button
• Enter the desired VBA code
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Entering the Command Button
Procedures Using the Visual Basic Editor
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Removing the Outline
from the Group Control
• Switch to the Visual Basic Editor
• Press the CTRL+G keys to open the Immediate
window
• Type activesheet.groupboxes.visible
= false and press ENTER to remove the box
from around the group control
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Removing the Outline
from the Group Control
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Preparing and Protecting the Worksheet
and Saving the Worksheet
• Click File on the Ribbon to open the Backstage view
• Click Options to display the Excel Options dialog box
• Click Advanced in the left pane to display the
advanced options
• Click the Show page breaks and ‘Show a zero in cells
that have zero value’ check boxes to deselect them
• Click the OK button to close the dialog box
• Click the Gridlines, Formula Bar, and Headings check
boxes (View tab | Show group) to deselect them
• Click the Minimize the Ribbon button on the title bar
to minimize the Ribbon
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Preparing and Protecting the Worksheet
and Saving the Worksheet
• Click the Protect Sheet button (Review tab |
Changes group) to display the Protect Sheet
dialog box
• Type the desired password in the ‘Password to
unprotect sheet’ text box
• Verify the password when prompted
• Click the OK button to close the dialog box
• Click the Save button on the Quick Access Toolbar
to save the workbook
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Preparing and Protecting the Worksheet
and Saving the Worksheet
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Chapter Summary
• Use passwords to assign protected and
unprotected status to a worksheet
• Use the macro recorder to create a macro
• Execute a macro and view and print code for a
macro
• Customize the Quick Access Toolbar by adding a
button
• Understand Visual Basic for Applications (VBA)
code and explain event-driven programs
Using Macros and Visual Basic for Applications (VBA) with Excel
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Chapter Summary
• Add controls, such as command buttons, options
buttons, and check boxes to a worksheet
• Assign properties to controls
• Use VBA to write a procedure to automate data
entry into a worksheet
• Review a digital signature on a workbook
Using Macros and Visual Basic for Applications (VBA) with Excel
51
Microsoft
Excel 2010
Chapter 10 Complete