Upload
kristin-harrison
View
169
Download
2
Tags:
Embed Size (px)
Citation preview
Chapter 10Using Macros, Controls
and Visual Basic for Applications (VBA) with
Excel
Microsoft
Excel 2013
• Use passwords to assign protected and unprotected status to a worksheet
• Use the macro recorder to create a macro
• Execute a macro and view and print code for a macro
• Customize the Quick Access Toolbar by adding a button
• Use a Data Form to add data to a Worksheet
Objectives
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 2
• Understand Visual Basic for Applications (VBA) code and explain event-driven programs
• Add controls such as command buttons, option buttons, and check boxes to a worksheet
• Assign properties to controls
• Review a digital signature on a workbook
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 3
Objectives
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 4
Project – Waterfront Studios
• Set protection and security
• Write macros
• Create the data form
• Design the user interface
• Set the control properties
• Write the Visual Basic code
• Test the user interface
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 5
Roadmap
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 6
Unprotecting a Password-Protected
Worksheet
• If necessary, tap or click the desired sheet tab to make it the active sheet
• Tap or click REVIEW on the ribbon to display the REVIEW tab
• Tap or click the Unprotect Sheet button on the REVIEW tab to display the Unprotect Sheet dialog box
• Type the Password in the Password text box• Tap or click the OK button to unprotect the
worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 7
Unprotecting a Password-Protected
Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 8
Displaying the DEVELOPER Tab, Enabling
Macros, and Saving a Workbook as a Macro-
Enabled Workbook
• Tap or click the FILE tab to display the Backstage view
• Tap or click Options in the left pane to display the Excel Options dialog box
• Tap or click the Customize Ribbon to display the Customize Ribbon tools
• Tap or click the Developer check box in the Main Tabs list to select the DEVELOPER tab for display on the ribbon
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 9
Displaying the DEVELOPER Tab, Enabling
Macros, and Saving a Workbook as a Macro-
Enabled Workbook
• Tap or click the OK button to display the DEVELOPER tab on the ribbon
• Tap or click the Macro Security button on the DEVELOPER tab to display the Trust Center dialog box
• Tap or click ‘Enable all macros’ to select the option button
• Tap or click the OK button to close the dialog box and enable macros
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 10
Displaying the DEVELOPER Tab, Enabling
Macros, and Saving a Workbook as a Macro-
Enabled Workbook
• Tap or click the FILE to display the Backstage view
• Tap or click the Save As tab to display the Save As gallery and then navigate to the location on which you want to save the workbook to display the Save As dialog box
• Tap or click the ‘Save as type’ arrow and then tab or click to select the file format
• Tap or click the Save button
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 11
Displaying the DEVELOPER Tab, Enabling
Macros, and Saving a Workbook as a Macro-
Enabled Workbook
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 12
Converting Names to Proper Case and
Adding Extra Columns
• Insert a blank column to the left of column that contains the text to be converted to move the column containing the names one column to the right
• In the desired cell, type =PROPER( and then tap or click the cell that contains the text to be converted
• Tap or click the Enter box to complete the formula and convert the name to proper case
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 13
Converting Names to Proper Case and
Adding Extra Columns
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 14
Recording a Macro to Reformat the Artist
Data Where First Name Appears First
• Tap or click the ‘Use Relative References’ button on the DEVELOPER tab so that the macro uses relative cell references when selecting cells
• Tap or click the Record Macro button on the DEVELOPER tab to display the Record Macro dialog box
• Enter the desired name and shortcut key, select the desired store location, and enter the desired description
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 15
Recording a Macro to Reformat the Artist
Data Where First Name Appears First
• Tap or click the OK button to begin recording the macro and change the Record Macro button to the Stop Recording button
• Perform the desired actions to add to the macro
• Tap or click the Stop Recording button on the DEVELOPER tab to stop recording the worksheet activities
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 16
Recording a Macro to Reformat the Artist
Data Where First Name Appears First
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 17
Setting the Macro Security Level
• Tap or click the Macro Security button on the DEVELOPER tab to display the Trust Center dialog box
• If necessary, tap or click the ‘Disable all macros with notification’ option button
• Tap or click the OK button to close the dialog box
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 18
Setting the Macro Security Level
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 19
Opening a Workbook with Macros and
Executing a Macro
• Open the desired workbook containing a macro
• Tap or click the Enable Content button in the SECURITY WARNING bar to open the workbook with macros enabled
• Tap or click REVIEW on the ribbon
• Tap or click the desired macro’s shortcut key to run the macro
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 20
Opening a Workbook with Macros and
Executing a Macro
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 21
Viewing and Printing a Macro’s VBA
Code
• Tap or click the View Macros button on the DEVELOPER tab to display the Macro dialog box
• When the Macro dialog box is displayed, tap or click the desired macro in the Macro name list
• Tap or click the Edit button in the Macro dialog box to display the Visual Basic Editor
• Tap or click Print on the File menu to display the Print – VBAProject dialog box
• Tap or click the OK button (Print - VBAProject dialog box) to print the macro code
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 22
Viewing and Printing a Macro’s VBA
Code
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 23
Adding a Button to the Quick Access Toolbar,
Assigning the Button a Macro, and Using the
Button• Press and hold or right-click anywhere on the Quick Access
Toolbar to display the shortcut menu• Tap or click ‘Customize Quick Access Toolbar’ on the shortcut
menu to display the Customize the Quick Access Toolbar options in the Excel Options dialog box
• Tap or click the ‘Choose commands from’ arrow in the right pane to display a list of commands to add to the Quick Access Toolbar
• Tap or click Macros in the Choose commands from list to display a list of macros
• Tap or click the desired Macro in the Macros list to select it• Tap or click the Add button in the Excel Options dialog box to
add the macro to the Customize Quick Access Toolbar list
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 24
Adding a Button to the Quick Access Toolbar,
Assigning the Button a Macro, and Using the
Button• Tap or click the Modify button to display the Modify Button
dialog box
• Type the desired Macro in the Display name text Box
• Tap or click the OK button in the Modify Button dialog box to modify the display name of the button
• Tap or click the OK button in the Excel Options dialog box to close the dialog box
• Point to the desired Macro button on the Quick Access Toolbar to display the ScreenTip for the button
• Select the desired cell and then tap or click the desired Macro button on the Quick Access Toolbar to run the macro
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 25
Adding a Button to the Quick Access Toolbar,
Assigning the Button a Macro, and Using the
Button
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 26
Using a Data Form to Enter Additional
Records
• Press and hold or right-click anywhere on the Quick Access Toolbar to display the shortcut menu
• Tap or click ‘Customize Quick Access Toolbar’ on the shortcut menu to display the Quick Access Toolbar options in the Excel Options dialog box
• Tap or click the ‘Choose commands from’ arrow to display a list of commands to add to the Quick Access Toolbar
• Tap or click ‘Commands Not in the Ribbon’ in the Choose commands from list to display a list of commands that currently do not appear on the ribbon
• Scroll down to Form in the list, tap or click Form to select it, and then tap or click the Add button in the Excel Options dialog box to add the Form command to the Customize Quick Access Toolbar list
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 27
Using a Data Form to Enter Additional
Records
• Tap or click the OK button in the Excel Options dialog box to close the dialog box
• With the desired cell selected, tap or click the Form button on the Quick Access Toolbar to open the desired data form
• Tap or click the New button in the form to create a new record
• Enter the information for the first record into the form
• Tap or click the New button in the selected data form to add the information you just entered
• Save and close the workbook
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 28
Using a Data Form to Enter Additional
Records
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 29
Adding Form Controls to a Worksheet
• Tap or click the Insert Controls button on the DEVELOPER tab to display the Controls gallery
• Tap or click the Option Button button in the Form Controls area in the Controls gallery
• Drag the mouse pointer to the desired location• Tap or click the Insert Controls button on the
DEVELOPER tab to display the Controls gallery• Tap or click the desired control in the Form Controls
area in the Controls gallery• Using your finger or the mouse, drag the mouse
pointer to the desired location
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 30
Adding Form Controls to a Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 31
Grouping Option Buttons in a User
Interface
• Tap or click the Insert Controls button on the DEVELOPER tab to display the Controls gallery
• Tap or click the Group Box button in the Form Controls area in the Controls gallery
• Using your finger, stylus, or the mouse, drag the pointer so the Group Box control is in the desired location
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 32
Grouping Option Buttons in a User
Interface
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 33
Adding a Command Button Control to
the Worksheet
• Tap or click the Insert Controls button on the DEVELOPER tab to display the Controls gallery
• Tap or click the Command Button button in the ActiveX Controls area of the Controls gallery to switch to Design mode
• Using your finger, a stylus, or a mouse, drag a box to place the control on the worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 34
Adding a Command Button Control to
the Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 35
Adding a Text Box Control to the
Worksheet
• Tap or click the Insert Controls button on the DEVELOPER tab to display the Controls gallery
• Tap or click the Text Box button in the ActiveX Controls area of the Controls gallery to switch to Design mode
• Using your finger, a stylus, or a mouse, drag the text box to place the control on the worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 36
Adding a Text Box Control to the
Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 37
Formatting the Option Button Controls
for Contact Method
• Press and hold or right-click the first option button control in the Contact by area to display the shortcut menu
• Tap or click Edit Text on the shortcut menu so you can edit the control text
• Delete the text in the control and type the replacement text
• Select the control(s) to resize
• Tap or click the Align Controls button on the DRAWING TOOLS FORMAT tab to display the alignment options
• Tap or click the desired alignment option
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 38
Formatting the Option Button Controls
for Contact Method
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 39
Formatting the Command Button and
Text Box Controls
• Select each of the command button controls and the text box control
• Tap or click the Control Properties button on the DEVELOPER tab to open the Properties window
• Select the desired properties and make the desired changes
• Close the Properties window
• Select the command buttons and the text box and use the Align button on the DRAWING TOOLS FORMAT tab set the desired alignment
• With the three controls still selected, use the arrow keys to move the controls as a group to the final location
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 40
Formatting the Command Button and
Text Box Controls
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 41
Recording User Input for Contact Method
to Another Location on the Worksheet
• Press and hold or right-click the control to link to display the shortcut menu
• Tap or click Format Control to display the Format Control dialog box
• If necessary, tap or click the Control tab to display the Control sheet
• Enter the desired cell in the Cell link box to enter the identity of the control in that cell
• Tap or click the OK button to close the dialog box
• Enter the formula (i.e. =INDEX(contact,$I$41) to return text rather than numbers
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 42
Entering the Command Button
Procedures Using the Visual Basic Editor
• With the command button selected and Excel in Design mode, tap or click the View Code button on the DEVELOPER tab to display the Microsoft Visual Basic Editor
• Tap or click the Object box arrow at the top of the window and then tap or click the name of the command button
• Enter the desired VBA code
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 43
Entering the Command Button
Procedures Using the Visual Basic Editor
Removing the Outline from the Group
Control
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 44
• If necessary, switch to the Visual Basic Editor
• Press CTRL+G to open the Immediate window
• Type activesheet.groupboxes.visible = false and then press the ENTER key to remove the box from around the group control
Removing the Outline from the Group
Control
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 45
Preparing and Protecting the Worksheet
and Saving the Workbook
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 46
• Tap or click FILE on the ribbon to open the Backstage view
• Tap or click Options to display the Excel Options dialog box
• Tap or click Advanced in the left pane to display the advanced options
• Tap or click the ‘Show page breaks’ and ‘Show a zero in cells that have zero value’ check boxes to deselect them
• Tap or click the OK button to close the dialog box
• Tap or click the Gridlines, Formula Bar, and Headings check boxes on the VIEW tab to deselect them
• Tap or click the Minimize the Ribbon button on the title bar to minimize the Ribbon
Preparing and Protecting the Worksheet
and Saving the Workbook
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 47
Chapter Summary
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 48
• Use passwords to assign protected and unprotected status to a worksheet
• Use the macro recorder to create a macro
• Execute a macro and view and print code for a macro
• Customize the Quick Access Toolbar by adding a button
• Use a Data Form to add data to a Worksheet
Chapter Summary
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 49
• Understand Visual Basic for Applications (VBA) code and explain event-driven programs
• Add controls such as command buttons, option buttons, and check boxes to a worksheet
• Assign properties to controls
• Review a digital signature on a workbook