Quick start: Create a macro

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.

Suppose that every month, you create a report for your accounting manager. You want to format the names of the customers with overdue accounts in red, and also apply bold formatting. You can create and then run a macro that quickly applies these formatting changes to the cells you select.

How?

Before you record a macro     Make sure the Developer tab is visible on the ribbon. By default, the Developer tab is not visible, so do the following: Click the File tab, click Options and then click the Customize Ribbon category. Under Customize the Ribbon, in the Main Tabs list, click Developer, and then click OK.

Record a macro     In the Code group on the Developer tab, click Record Macro. Optionally, enter a name for the macro in the Macro name box, enter a shortcut key in the Shortcut key box, and a description in the Description box, and then click OK to start recording. Perform the actions you want to automate, such as entering boilerplate text or filling down a column of data. On the Developer tab, in the Code group, click Stop Recording.

Take a closer look at the macro     You can learn a little about the Visual Basic programming language by editing a macro. To edit a macro, in the Code group on the Developer tab, click Macros, select the name of the macro, and click Edit. This starts the Visual Basic Editor. See how the actions that you recorded appear as code. Some of the code will probably be clear to you, and some of it may be a little mysterious. Experiment with the code, close the Visual Basic Editor, and run your macro again. This time, see if anything different happens!

Next steps

• To learn more about creating macros, see Create or delete a macro.

• To learn about how to run a macro, see Run a macro.

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