Excel Macros for Beginners – Part 4 -Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXM4DR

macros

Description:
In Part 4 of his series on macros, expert David Ringstrom introduces the concept of UserForms in Excel. Step-by-step, David walks you through the process of creating custom dialog boxes that can add interactivity in Excel and better manage a user’s actions. He then builds a custom printing interface that he dubbed “Plug and Print,” which allows you to pick and choose the worksheets to print from any workbook. The presentation also teaches you how to create a basic UserForm for prompting users to input data, including all the required fields. Finally, you’ll see how to move module sheets and UserForms between workbooks, as well as how to remove them from workbooks when they’re no longer needed.

Topics Covered:

  • Dressing up UserForms with Frames as well as using Frames to isolate sets of OptionButtons.
  • Testing the Plug and Print UserForm to see how additional worksheets appear automatically in the list of sheets that can be printed.
  • Creating a macro to launch a UserForm.
  • Triggering macros in Excel by way of CommandButtons added to UserForms.
  • Contrasting Option Buttons to CheckBoxes on UserForms for allowing a single selection from two or more choices.
  • Moving module sheets or UserForms from one workbook to another.
  • Incorporating a new feature that enables you to pick and choose the worksheets to print from any workbook—no programming knowledge or experience required.
  • Creating a UserForm or custom dialog box from scratch in Excel.
  • Adding CheckBoxes to UserForms to enable users to make selections.
  • Adding label controls to UserForms to add captions or display instructions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast
Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast

Prerequisites: Practitioners that have some experience with macros, or that have attended David’s Excel for Beginners Part 1  and Part 2 courses.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: January 2019

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 46 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the aspect of the Properties Window that allows you to change the wording that appears at the top of a Frame control.
  • Identify the property that allows you to specify or ignore one or more items within a ListBox.
  • Describe how to move module sheets or UserForms from one workbook to another.

 

Description:
In Part 4 of his series on macros, expert David Ringstrom introduces the concept of UserForms in Excel. Step-by-step, David walks you through the process of creating custom dialog boxes that can add interactivity in Excel and better manage a user’s actions. He then builds a custom printing interface that he dubbed “Plug and Print,” which allows you to pick and choose the worksheets to print from any workbook. The presentation also teaches you how to create a basic UserForm for prompting users to input data, including all the required fields. Finally, you’ll see how to move module sheets and UserForms between workbooks, as well as how to remove them from workbooks when they’re no longer needed.

Topics Covered:

  • Dressing up UserForms with Frames as well as using Frames to isolate sets of OptionButtons.
  • Testing the Plug and Print UserForm to see how additional worksheets appear automatically in the list of sheets that can be printed.
  • Creating a macro to launch a UserForm.
  • Triggering macros in Excel by way of CommandButtons added to UserForms.
  • Contrasting Option Buttons to CheckBoxes on UserForms for allowing a single selection from two or more choices.
  • Moving module sheets or UserForms from one workbook to another.
  • Incorporating a new feature that enables you to pick and choose the worksheets to print from any workbook—no programming knowledge or experience required.
  • Creating a UserForm or custom dialog box from scratch in Excel.
  • Adding CheckBoxes to UserForms to enable users to make selections.
  • Adding label controls to UserForms to add captions or display instructions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast
Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast

Prerequisites: Practitioners that have some experience with macros, or that have attended David’s Excel for Beginners Part 1  and Part 2 courses.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: January 2019

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 46 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall the aspect of the Properties Window that allows you to change the wording that appears at the top of a Frame control.
  • Identify the property that allows you to specify or ignore one or more items within a ListBox.
  • Describe how to move module sheets or UserForms from one workbook to another.

 

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