Saving a Workbook That Contains Macros

Transcription

1 Procedures LESSON 64: RECDING A MACRO Adding the DEVELOPER Tab to the Ribbon box, click Customize Ribbon. 4. In the Customize the Ribbon list at the right, click to mark Developer. Setting the Macro Security Level 2. Click the Macro Security 3. In the Trust Center dialog box, under Macro Settings, verify that Disable all macros with notification is selected. 4. Click OK. Setting Trusted Locations box, click Trust Center. 4. Click Trust Center Settings. 5. In the Trust Center dialog box, click Trusted Locations. 6. Click Add new location. 7. In the Microsoft Office Trusted Location dialog box, specify the location of the trusted source in the Path text box or click Browse to navigate to the location. 8. Click the Subfolders of this location are also trusted check box. 9. Click OK. 10. Click OK to close the Trust Center dialog box. 11. Click OK to close the Excel Options dialog box. Saving a Workbook That Contains Macros 2. Click Save As. 3. Navigate to the location where you want to save the workbook. 4. In the Save As dialog box, click the Save as type dropdown arrow. 5. Click Excel Macro-Enabled Workbook (*.xlsm). 6. In the File name box, type the name of the file. 7. Click Save. Recording a Macro 1. Click the Record Macro button on the status bar. 2. Click the Record Macro 3. Click Record Macro. 4. In the Record Macro dialog box, specify the macro settings as desired. 6. Record the macro. 7. When you complete the recording, click the Stop Recording button on the status bar. 7. Click the DEVELOPER tab. 8. Click the Stop Recording Running a Macro Running a Macro from the Macros Dialog Box 2. Click the Macros 3. In the Macro dialog box, select the macro you want to run. 4. Click Run. 1

2 Adding a Macro to the Quick Access Toolbar box, click Quick Access Toolbar. 4. Click the Choose commands from drop-down arrow and click Macros. 5. From the list, click the desired macro. 6. Click Add. Editing a Macro 2. Click the Macros 3. In the Macro dialog box, select the macro you want to edit. 4. Click Edit. 5. In the Microsoft Visual Basic for Applications window, edit the macro code as desired. 6. Click FILE. 7. Click Close and Return to Microsoft Excel. Deleting a Macro 2. Click the Macros 3. In the Macro dialog box, select the macro you want to delete. 4. Click Delete. 5. In the confirmation box, click Yes. 6. Click Close. Copying Macros Between Workbooks 1. Make sure both workbooks are open. 2. Click the DEVELOPER tab. 3. Click the Visual Basic 4. In the Microsoft Visual Basic for Applications window, on the Standard shortcut menu, click the Project Explorer 5. Click and hold the module for the workbook containing the macros you want to copy and drag it on top of the module for the workbook you want to copy to. 6. Close the Microsoft Visual Basic for Applications window. 2

3 LESSON 65: USING FUNCTIONS Inserting a Function Insert Function box, search for the function or select a category. 4. In the Select a function box, 6. Complete the Function 2. Click the FMULAS tab. Function Library Group 3. Click the button of the desired function category. 4. From the menu, click the desired function. 5. Complete the Function Creating an IF Function Insert Function box, click the Or select a category drop-down arrow. 4. In the Select a function box, click IF. 6. Complete the Function Creating SUMIF, COUNTIF, AND AVERAGEIF Functions Insert Function box, in the Search for a function text box, type the name of the function. 4. Click Go. 5. In the Select a function list, Creating SUMIFS, COUNTIFS, AND AVERAGEIFS Functions Insert Function box, in the Search for a function text box, type the name of the function. 4. Click Go. 5. In the Select a function list, Using the TODAY and NOW Functions Using the TODAY Function 2. Type =TODAY(). 3. Press Enter. Using the NOW Function 2. Type =NOW(). 3. Press Enter. Using the TRANSPOSE Function Insert Function box, in the Search for a function text box, type transpose. 4. Click Go. 5. In the Select a function list, click TRANSPOSE. 3

4 LESSON 66: WKING WITH ABSOLUTE REFERENCES AND USING FINANCIAL FUNCTIONS Using Absolute References want to enter the reference. 2. Type $ before the referenced cell s column letter and row number to specify the dimensions as absolute. Using Mixed References want to enter the reference. 2. Type $ before the referenced cell s column letter or row number to specify the dimension as absolute. Enabling Iterative Calculations box, click Formulas. 4. In the Calculations options group, click Enable iterative calculation. Using Financial Functions Insert Function box, click the Or select a category drop-down arrow. 4. Click Financial. 5. In the Select a function box, 2. Click the FMULAS tab. Function Library Group 3. Click the Financial button. 4. From the menu, click the desired function. 5. Complete the Function 4

5 LESSON 67: CREATING AND INTERPRETING FINANCIAL STATEMENTS Loading the Analysis ToolPak Add-On box, click Add-Ins. 4. In the Manage box, make sure Excel Add-ins is selected and click Go. 5. In the Add-Ins dialog box, click the Analysis ToolPak check box. Calculating a Moving Average Analysis Group 2. Click the Data Analysis 3. In the Data Analysis dialog box, in the Analysis Tools list, click Moving Average. 4. Click OK. 5. In the Moving Average dialog box, set options as desired. Charting the Break- Even Point with a Line Chart Analysis Group 3. Click the Insert Line Chart 4. From the gallery, click the desired line chart style. Using Goal Seek to Perform What-If Analysis Data Tools Group 2. Click the What-If Analysis 3. From the menu, click Goal Seek. 4. In the Goal Seek dialog box, in the Set cell box, specify the location of the input variable you know. 5. In the To value box, specify the value of the input variable you know. 6. In the By changing cell box, specify the location of the value you want to adjust. 5

6 LESSON 68: CREATING SCENARIOS AND NAMING RANGES Creating a Scenario Using the Scenario Manager Data Tools Group 2. Click the What-If Analysis 3. From the menu, click Scenario Manager. 4. In the Scenario Manager dialog box, click Add. 5. In the Add Scenario dialog box, in the Scenario name text box, type a name for the scenario. 6. In the Changing cells box, specify the cells where you will change the input data that causes the scenario to change the value in the results cells. 7. In the Comment section, enter the desired comment. 9. In the Scenario Values dialog box, enter values for each of the changing cells. 10. Click OK. 11. In the Scenario Manager dialog box, click Show. Naming Ranges 1. Select the cell or range you want to name. 2. On the formula bar, click in the Name box. 3. Type the name for the range and press Enter. Creating a Scenario Summary Data Tools Group 2. Click the What-If Analysis 3. From the menu, click Scenario Manager. 4. In the Scenario Manager dialog box, click Summary. 5. In the Scenario Summary dialog box, in the Result cells, specify the cells that contains the results you want to summarize. 6

7 LESSON 69: FINDING AND FIXING ERRS IN FMULAS Correcting Formula Errors 1. Click the cell containing the error triangle. 2. Click the Error Checking shortcut 3. From the menu, click the desired action you want to take to correct the error. 2. Click the cell containing the error triangle. 3. Click the FMULAS tab. 4. Click the Error Checking 5. In the Error Checking dialog box, review the error and click the desired option for correcting it. Showing Formulas 1. Click the FMULAS tab. 2. Click the Show Formulas Evaluating Individual Formulas 1. Click the cell containing the formula. 2. Click the FMULAS tab. 3. Click the Evaluate Formula 4. In the Evaluate Formula dialog box, click Evaluate to step through the first part of the formula. 5. Continue to click Evaluate to step through remaining parts of the formula. 6. Click Close. Using the Watch Window 1. Click the FMULAS tab. 2. Click the Watch Window 3. In the Watch Window, click Add Watch. 4. In the Add Watch dialog box, specify the cell(s) whose formula you want to watch. 5. Click Add. Tracing Precedents and Dependents 1. Click the FMULAS tab. 2. Click the Trace Precedents button to trace the cells referred to by the formula. Or, click the Trace Dependents button to trace the cell whose value depends on the value in another cell. 3. To remove the trace arrows, click the FMULAS tab. 4. Click the Remove Arrows 7