Microsoft Office 2003 Creating Macros

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

description

Training presentation created by me to explain how to create macros in MS Office 2003

Transcript of Microsoft Office 2003 Creating Macros

Page 1: Microsoft Office 2003 Creating Macros

Creating MacrosWord and Excel 2003

Administrative Support NetworkSharon BurksMarch 27, 2008

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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

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Why use macros?

• Increase productivity• Less key strokes• Place macros on toolbar

– No more searching for frequently used documents

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WORD 2003

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Creating a Macro in Word 2003

From the Menu • TOOLS• MACROS• RECORD NEW

MACRO

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Creating a Macro in Word 2003

• Name the Macro• Click TOOLBAR• The Customize

dialog box may open – click CLOSE

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Creating a Macro in Word 2003

• The Stop/Pause buttons will appear• Begin recording your macro

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Example Macro - Letterhead

• Navigate to the document

• In this example it is in the Templates, so– FILE– NEW– ON MY

COMPUTER

• Select the Document

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Example Macro - Letterhead

• Document will open

• Click STOP to quit recording the macro

• Close the document

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Summary – Creating Macro in Word 2003

Summary of Steps:• Start the macro

• Navigate to the document, etc.

• Open the document

• Stop the macro

Example

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Running the Macro in Word 2003

To just run the macros:• TOOLS• MACRO• MACROS

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Running the Macro in Word 2003

To run the macros (continued):• Select the macro• Click RUN

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Putting Macro on Toolbar

• Right click in the Toolbar

• Select Customize

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Putting Macro on Toolbar

• The Customize Dialog Box will open

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Putting Macro on Toolbar

• Select the TOOLBAR Tab

• Click NEW• Name the new

toolbar MACROS

• Click OK

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Putting Macro on Toolbar

• A floating Toolbar will open

• Click the COMMANDS Tab

• Select Category MACRO

• Select the Command (Macro Name)

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Putting Macro on Toolbar

• Click and drag the Command to the floating Toolbar

• Drop the Command on the Toolbar

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Editing Macro on Toolbar

• Right Click on the new Toolbar

• Click in Name: Enter Name- no spaces

• Change button image: Select image

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Anchoring Toolbar – Using Macro

• Double click on the floating Toolbar to anchor it

• To use, just Click the icon and the document will open.

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Some recommendations for macros…

• Letterhead• Fax• Memo• Labels• Frequently used documents

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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

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EXCEL 2003

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Creating a Macro in Excel 2003

From the Menu • TOOLS• MACROS• RECORD NEW

MACRO

(Same as Word 2003)

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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

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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

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Summary – Creating Macro in Excel 2003

Summary of Steps:• Start the macro

• Navigate to the document, etc.

• Open the document

• Stop the macro

Example

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Running the Macro in Excel 2003

To just run the macros:• TOOLS• MACRO• MACROS

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Running the Macro in Excel 2003

To just run the macros (continued):• Select the macro• Click RUN

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Putting Macro on Toolbar in Excel 2003

• Right click in Toolbar

• Select Customize

• The Customize Dialog Box will appear

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Putting Macro on Toolbar in Excel 2003

• Select the TOOLBAR Tab

• Click NEW• Name the

new toolbar MACROS

• Click OK

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Putting Macro on Toolbar in Excel 2003

• A floating Toolbar will open

• Click the COMMANDS Tab

• Select Category MACRO

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Putting Macro on Toolbar in Excel 2003

• Click, drag, and drop the Custom Button to the floating Toolbar

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Putting Macro on Toolbar in Excel 2003

• Right click in floating Toolbar

• Select Assign Macro

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Putting Macro on Toolbar in Excel 2003

• Select the Macro

• Click OK

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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 BoxTo anchor the new toolbar, double click the toolbar.

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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

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Tips and Tricks for Word 2003

• To create a line, press the hyphen key 3 or more times, and then press ENTER.

o 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.

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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

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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

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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

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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

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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

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THANK YOU!

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