Microsoft Office 2003 Creating Macros

Creating MacrosWord and Excel 2003

Administrative Support NetworkSharon BurksMarch 27, 2008

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

Why use macros?

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

– No more searching for frequently used documents

WORD 2003

Creating a Macro in Word 2003

From the Menu • TOOLS• MACROS• RECORD NEW

MACRO

Creating a Macro in Word 2003

• Name the Macro• Click TOOLBAR• The Customize

dialog box may open – click CLOSE

Creating a Macro in Word 2003

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

Example Macro - Letterhead

• Navigate to the document

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

COMPUTER

• Select the Document

Example Macro - Letterhead

• Document will open

• Click STOP to quit recording the macro

• Close the document

Summary – Creating Macro in Word 2003

Summary of Steps:• Start the macro

• Navigate to the document, etc.

• Open the document

• Stop the macro

Example

Running the Macro in Word 2003

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

Running the Macro in Word 2003

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

Putting Macro on Toolbar

• Right click in the Toolbar

• Select Customize

Putting Macro on Toolbar

• The Customize Dialog Box will open

Putting Macro on Toolbar

• Select the TOOLBAR Tab

• Click NEW• Name the new

toolbar MACROS

• Click OK

Putting Macro on Toolbar

• A floating Toolbar will open

• Click the COMMANDS Tab

• Select Category MACRO

• Select the Command (Macro Name)

Putting Macro on Toolbar

• Click and drag the Command to the floating Toolbar

• Drop the Command on the Toolbar

Editing Macro on Toolbar

• Right Click on the new Toolbar

• Click in Name: Enter Name- no spaces

• Change button image: Select image

Anchoring Toolbar – Using Macro

• Double click on the floating Toolbar to anchor it

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

Some recommendations for macros…

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

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

EXCEL 2003

Creating a Macro in Excel 2003

From the Menu • TOOLS• MACROS• RECORD NEW

MACRO

(Same as Word 2003)

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

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

Summary – Creating Macro in Excel 2003

Summary of Steps:• Start the macro

• Navigate to the document, etc.

• Open the document

• Stop the macro

Example

Running the Macro in Excel 2003

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

Running the Macro in Excel 2003

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

Putting Macro on Toolbar in Excel 2003

• Right click in Toolbar

• Select Customize

• The Customize Dialog Box will appear

Putting Macro on Toolbar in Excel 2003

• Select the TOOLBAR Tab

• Click NEW• Name the

new toolbar MACROS

• Click OK

Putting Macro on Toolbar in Excel 2003

• A floating Toolbar will open

• Click the COMMANDS Tab

• Select Category MACRO

Putting Macro on Toolbar in Excel 2003

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

Putting Macro on Toolbar in Excel 2003

• Right click in floating Toolbar

• Select Assign Macro

Putting Macro on Toolbar in Excel 2003

• Select the Macro

• Click OK

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.

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

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.

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

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

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

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

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

THANK YOU!

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