Microsoft Office Excel 2013 Advanced

Course 01 - Automating Worksheet Functionality

Slide 1

Course 01: Automating Worksheet Functionality

Update Workbook Properties

Create and Edit a Macro

Apply Conditional Formatting

Add Data Validation Criteria

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Slide 2

Topic A: Update Workbook Properties

• Workbook Properties

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Slide 3

Workbook Properties

The workbook

properties can be

changed to make the

workbook more

distinctive and easier

to locate.

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Slide 4

Topic B: Create and Edit a Macro

• Macros Icon

• Record Macro Dialog Box

• Naming Macros

• Visual Basic for Applications

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Slide 5

Macros Icon

The Macros icon is located

on the VIEW tab.

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Slide 6

Record Macro Dialog Box

Name the macro

Set the shortcut key

Save the macro

Describe the macro

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Slide 7

Naming Macros

Macro names must start with

a letter, can contain numbers

and underscores, but cannot

contain spaces. Macro names

should not conflict with other

names that Excel might use.

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Slide 8

Visual Basic for Applications

Visual Basic is the

programming language

used for macros.

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Slide 9

Topic C: Apply Conditional Formatting

• Conditional Formatting

• Conditional Formatting Rules Manager

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Slide 10

Conditional Formatting

Conditional formatting allows

the user to format data that

meets the specified conditions

to make it stand out.

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Slide 11

Conditional Formatting Rules Manager

Set the type of conditional

formatting from the Conditional

Formatting drop-down list.

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Slide 12

Topic D: Add Data Validation Criteria

• Data Validation

• The Data Validation Dialog Box

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Slide 13

Data Validation

The Data Validation icon is

located on the FILE tab.

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Slide 14

The Data Validation Dialog Box

The data validation settings,

input message, and error alerts

are set in the Data Validation

dialog box.

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Slide 15

Reflective Questions

1. Which of these automation tools do you think will be most important or useful

to you? Why?

2. How does using workbooks make business easier? Will these automation tools

make the process of building and maintaining workbooks easier for you?

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Slide 16

Course 01 Review: Automating Worksheet Functionality

Update Workbook Properties

Create and Edit a Macro

Apply Conditional Formatting

Add Data Validation Criteria

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Review Questions:

1. What is a macro?

A. The opposite of a micro

B. A feature that ensures that your worksheet is saved before being closed

C. A series of instructions that are executed automatically with a single

command

D. None of the above

2. In what type of code, or language, does Excel save macros?

A. VB.NET

B. Visual Basic for Applications (VBA) code

C. Java

D. XML

3. Which of the following is a valid way to create a macro?

A. You can write a macro from scratch, like writing program code

B. You can have Excel record the actions you perform

C. Both A and B

D. None of the above

4. ____________ formatting sets a specific format for cells or a range of cells based

on criteria that you set.

A. Provisional

B. Advanced

C. Conditional

D. None of the above

5. What feature restricts the input type of a value based on a specific set of criteria?

A. Conditional formatting

B. Data conditioning

C. Data validation

D. Formula validation

6. Due to the large amount of files you have for projects, you like to use keywords to

search for them. Where in Excel would you put keywords to search for when looking

for a file?

A. File – Options – Keywords

B. Hidden in Cell A1

C. Under Range Names

D. Under workbook properties

7. True or False: Visual Basic is a programming language used to call macros to run.

A. True

B. False

Answer Key:

1. C

A macro is a series of instructions that are executed automatically with a single

command.

2. B

Excel saves macros as Visual Basic for Applications (VBA) code.

3. C

You can create a macro by writing a macro from scratch, like writing program

code or by having Excel record the actions you perform.

4. C

Conditional formatting sets a specific format for cells or a range of cells based on

criteria that you set.

5. C

Data validation restricts the input type of a value based on a specific set of

criteria.

6. D

Under workbook properties is where you can put keywords, categories, as well

as titles and many other fields.

7. B

False. Visual Basic is the programming language that is used to write and edit

macros.