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Excel Guide

How to Create a Macro in Excel: A Step-by-Step Tutorial

Discover the steps to create an Excel macro, enabling you to automate repetitive tasks and save valuable time. The instructions in this guide are specific to Microsoft Excel 2016, although the process for recording macros in other versions remains quite similar.

Before you Start

Preparing to Record

To initiate the macro recording process, there are preliminary actions to take.

Selecting the Worksheet

Begin by opening the worksheet in which you intend to record the macro. Ensure that this worksheet is where you'll execute the actions you wish to record.

Determining the Macro Trigger

Decide how you'd like to activate the macro. You have options such as using a keyboard shortcut, clicking a button, or running the macro from the Macro dialog box.

Recording the Macro

Once the groundwork is set and the trigger is determined, you can proceed to record the macro.

Initiating the Macro Recorder

Access the "View" tab on the Excel ribbon and select "Macros" in the "Show" group. This action will open the Macro dialog box. Within this box, click the "Record Macro" button.

Naming the Macro

In the Record Macro dialog box, assign a name to your macro. Choose a name that's easy to remember since it will be the trigger for the macro. Additionally, you can allocate a keyboard shortcut and provide a brief description for the macro.

Commencing the Recording

After naming your macro, click "OK" to start the recording. Excel will capture all the actions performed on the worksheet.

Ending the Recording

Once the macro recording is complete, return to the "View" tab on the Excel ribbon and select "Macros" in the "Show" group. Open the Macro dialog box and click the "Stop Recording" button.

Executing the Macro

Now that the macro is recorded, it can be executed at any time to perform the same set of actions. There are three ways to do this:

  • Using a Keyboard Shortcut: If you've assigned a keyboard shortcut to the macro, trigger it by pressing the assigned keys simultaneously, for instance, Ctrl+Shift+R.
  • Using a Button: If you've linked a button to the macro, activate it by simply clicking the button.
  • Through the Macro Dialog Box: Access the "View" tab on the Excel ribbon, click "Macros" in the "Show" group to open the Macro dialog box. From there, select the desired macro and click "Run" to execute it.