The document discusses using macros, controls, and Visual Basic for Applications (VBA) in Excel. It covers topics such as using the macro recorder to create macros, adding buttons and controls to worksheets, assigning macros to buttons, and writing VBA code for controls. The objectives are to use passwords and the macro recorder, customize the quick access toolbar, add and format controls, link controls to cells, and write VBA procedures for buttons. The chapter aims to help users design an interactive user interface for a workbook using macros and controls.

1. Microsoft
Excel 2013
Chapter 10
Using Macros, Controls
and Visual Basic for
Applications (VBA) with
Excel

2. Objectives
• 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
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 2

3. Objectives
• 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

4. Project – Waterfront Studios
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 4

5. Roadmap
• 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

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 6

7. Unprotecting a Password-Protected
Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 7

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 8

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 9

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 10

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 11

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 12

13. Converting Names to Proper Case and
Adding Extra Columns
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 13

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 14

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 15

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 16

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 17

18. Setting the Macro Security Level
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 18

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 19

20. Opening a Workbook with Macros and
Executing a Macro
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 20

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 21

22. Viewing and Printing a Macro’s VBA
Code
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 22

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 23

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 24

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 25

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 26

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 27

28. Using a Data Form to Enter Additional
Records
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 28

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 29

30. Adding Form Controls to a Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 30

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 31

32. Grouping Option Buttons in a User
Interface
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 32

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 33

34. Adding a Command Button Control to
the Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 34

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 35

36. Adding a Text Box Control to the
Worksheet
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 36

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 37

38. Formatting the Option Button Controls
for Contact Method
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 38

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 39

40. Formatting the Command Button and
Text Box Controls
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 40

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 41

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 42

43. Entering the Command Button
Procedures Using the Visual Basic Editor
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 43

44. Removing the Outline from the Group
Control
• 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
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 44

45. Removing the Outline from the Group
Control
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 45

46. Preparing and Protecting the Worksheet
and Saving the Workbook
• 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
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 46

47. Preparing and Protecting the Worksheet
and Saving the Workbook
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 47

48. Chapter Summary
• 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
Using Macros, Controls and Visual Basic for Applications (VBA) with Excel 48

49. Chapter Summary
• 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 49

50. Microsoft
Excel 2013
Chapter 10
Complete