Microsoft Office 2003 Creating Macros

Creating Macros Word and Excel 2003 Administrative Support Network Sharon Burks March 27, 2008

What is a Macro? Used for repetitive tasks Recording of key strokes It’s an action or set of actions that you can use to automate tasks

Why use macros? Increase productivity Less key strokes Place macros on toolbar No more searching for frequently used documents

Creating a Macro in Word 2003 From the Menu TOOLS MACROS RECORD NEW MACRO

Creating a Macro in Word 2003 Name the Macro Click TOOLBAR The Customize dialog box may open – click CLOSE

Creating a Macro in Word 2003 The Stop/Pause buttons will appear Begin recording your macro

Example Macro - Letterhead Navigate to the document In this example it is in the Templates, so FILE NEW ON MY COMPUTER Select the Document

Example Macro - Letterhead Document will open Click STOP to quit recording the macro Close the document

Summary – Creating Macro in Word 2003 Summary of Steps: Start the macro Navigate to the document, etc. Open the document Stop the macro Example

Running the Macro in Word 2003 To just run the macros: TOOLS MACRO MACROS

Running the Macro in Word 2003 To run the macros (continued): Select the macro Click RUN

Putting Macro on Toolbar Right click in the Toolbar Select Customize

Putting Macro on Toolbar The Customize Dialog Box will open

Putting Macro on Toolbar Select the TOOLBAR Tab Click NEW Name the new toolbar MACROS Click OK

Putting Macro on Toolbar A floating Toolbar will open Click the COMMANDS Tab Select Category MACRO Select the Command (Macro Name)

Putting Macro on Toolbar Click and drag the Command to the floating Toolbar Drop the Command on the Toolbar

Editing Macro on Toolbar Right Click on the new Toolbar Click in Name: Enter Name- no spaces Change button image: Select image

Anchoring Toolbar – Using Macro Double click on the floating Toolbar to anchor it To use, just Click the icon and the document will open.

Some recommendations for macros… Letterhead Fax Memo Labels Frequently used documents

Summary – Adding Macro to Toolbar Summary of Steps: Create the new Toolbar Add Macro to the Toolbar Edit Macro name and icon Anchor the Toolbar Example

Creating a Macro in Excel 2003 From the Menu TOOLS MACROS RECORD NEW MACRO (Same as Word 2003)

Creating a Macro in Excel 2003 Name Macro Select Personal Macro Workbook (to make it available whenever you use Excel) You can select to assign a shortcut key if you want Click OK

Creating a Macro in Excel 2003 The Stop/Pause button will appear Start recording of Macro by navigating to the document Select the document Click STOP

Summary – Creating Macro in Excel 2003 Summary of Steps: Start the macro Navigate to the document, etc. Open the document Stop the macro Example

Running the Macro in Excel 2003 To just run the macros: TOOLS MACRO MACROS

Running the Macro in Excel 2003 To just run the macros (continued): Select the macro Click RUN

Putting Macro on Toolbar in Excel 2003 Right click in Toolbar Select Customize The Customize Dialog Box will appear

Putting Macro on Toolbar in Excel 2003 Select the TOOLBAR Tab Click NEW Name the new toolbar MACROS Click OK

Putting Macro on Toolbar in Excel 2003 A floating Toolbar will open Click the COMMANDS Tab Select Category MACRO

Putting Macro on Toolbar in Excel 2003 Click, drag, and drop the Custom Button to the floating Toolbar

Putting Macro on Toolbar in Excel 2003 Right click in floating Toolbar Select Assign Macro

Putting Macro on Toolbar in Excel 2003 Select the Macro Click OK

Putting Macro on Toolbar in Excel 2003 To change icon: Right click on the icon Select Change Button Image Select new icon Close the Customize Dialog Box To anchor the new toolbar, double click the toolbar.

Summary – Adding Macro to Toolbar Summary of Steps: Create the new Toolbar Add Macro to the Toolbar Assign Macro Edit Macro name and icon Anchor the Toolbar Example

Tips and Tricks for Word 2003 To create a line, press the hyphen key 3 or more times, and then press ENTER. To create a thicker line, hold the SHIFT key down and press the hyphen key 3 or more times, and then press ENTER To center, left-align, or right-align a selected paragraph, press CTRL+E, CTRL+L, or CTRL+R To paste only text and not formatting, paste the text, click Paste Options, and then select KEEP TEXT ONLY.

Tips and Tricks for Excel 2003 To move 1 screen down in a worksheet – PAGE DOWN To move 1 screen to the right in a worksheet – ALT+PAGE DOWN To move to the next sheet in a workbook – CTRL+PAGE DOWN To select the current and next sheet in a workbook – CTRL+SHIFT+PAGE DOWN PAGE DOWN

Tips and Tricks for Excel 2003 To move 1 screen up in a workbook – PAGE UP To move 1 screen to the left in a workbook – ALT+PAGE UP To move to the previous sheet in a workbook – CTRL+PAGE UP To select the current and previous sheet in a workbook – CTRL+SHIFT+PAGE UP PAGE UP

Tips and Tricks for Excel 2003 In a dialog box, SPACEBAR performs the action for the selected button, or selects or clears a check box To select an entire column in a workbook – CTRL+SPACEBAR To select an entire row in a workbook – SHIFT+SPACEBAR To select the entire workbook – CTRL+SHIFT+SPACEBAR If the worksheet contains data, CTRL+SHIFT+SPACEBAR selects the current region. Pressing CTRL+SHIFT+SPACEBAR a second time selects the current region and its summary rows Pressing CTRL+SHIFT+SPACEBAR a third time selects the entire worksheet SPACEBAR

Tips and Tricks for Excel 2003 When an object is selected , CTRL+SHIFT+SPACEBAR selects all objects on a worksheet. To display the Control Menu for the Microsoft Excel window – ALT+SPACEBAR SPACEBAR

Recommended Websites Recommended websites for Word and Excel 2003: http://office.microsoft.com/en-us/excel/HP100738481033.aspx http://office.microsoft.com/en-us/word/HA102065941033.aspx?pid=CH101030941033#1 http://www.melfcomputing.com/Word-tips.htm http://www.melfcomputing.com/Excel-tips.htm

THANK YOU! This presentation will be posted on SharePoint for those who would like it.

Microsoft Office 2003 Creating Macros

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Microsoft Office 2003 Creating Macros