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Introduction
Excel has so many features and it is unlikely that anybody has mastered the
majority of these features or even knows what they are.
Excel also provides alternative ways of accomplishing a task and multiple
ways to invoke a function.
Macros extend this capability by allowing a user to predefine a series of
functions in order to complete a task.
The goal of this session is not to learn how to construct a macro. Instead,
this session will demonstrate some of the macros Ive developed over several
years to get an appreciation for what macros will do.
If there is interest in learning how to construct macros, Im happy to share.
Frankly, it takes a little instruction and a lot of practice and investigation to
be good at writing macros.
Skill Levels
You can pass certain tasks to another staff member who has few Excel skills but is
responsible for monitoring the data.
You can run it yourself without having to remember all of the steps of the process.
Once you verify it works, you can have confidence that it completed all of the steps.
You can pull data from multiple databases (e.g. general ledger, student,
payroll, Kronos, etc) to assemble a report or series of reports.
Quickly process a large number of transactions.
You can use other data, not currently stored in a database, to supplement
the report or translate data (e.g. if a is true and b is false, translate or group
an item differently).
4/3/2015
Demonstrate:
Allow user to indicate what data will be retrieved for each column
Retrieve the information from the Bplus database
Merge data with projections stored in separate sheets of workbook
Get separate totals for cash and accrual entries
Populate totals in pre-defined report structure
Demonstrate:
4/3/2015
Other examples
Requisitions to approve
Each board authorization for purchases is recorded. Additionally, each requisition, or
group of requisitions, related to each purchase is recorded. The macro does the
following:
Retrieves all requisitions in my queue for approval
Determines if the requisition is related to an approval already approved by the board.
If approved and the authorization has not been exceeded, it appears in green on the report.
If in the list for approval but the board date has not yet occurred, it appears in red on the report.
If not in the list, it is shown in a separate category on the report for my assistant to follow-up with
the requester.
Demonstrate:
Other examples
Local Property Tax Distributions
The monthly transmittal information from our property tax payments is recorded in
the spreadsheet.
For St. Louis County, settlements for prior year protests are withheld from current
year distributions
The TaxRateHistory tab shows the fund breakdowns for tax rates over the years and
will be used to allocate the tax revenue by fund.
The Key/Object sheet has the appropriate account number information to code the
revenue.
We added additional accounts to separately track:
Delinquent amounts by year.
Prior year settlements by year
When the macro runs, it creates the appropriate journal entry that we upload into
our finance system.
Demonstrate:
4/3/2015
Other examples
Tax Recoupment
As the State Tax Commission reduces valuations for prior years, re-compute
the tax rate ceiling for each year and determine the one-year recoupment
amount.
Demonstrate
Other examples
Index of information
In preparation for my current assignment, I reviewed a lot of information and looked
for a way to organize the data. I couldve used Evernote, but was more familiar with
Excel and created a macro.
As I identified key requirements or deadlines, I copied them to a cell in a spreadsheet
and placed tags (index items) that would later allow me to quickly retrieve the item.
For deadlines, I also added a tag related to the month due.
When the macro is run, a list of tags is created, sorted and displayed in a dialog box
for me to choose.
When I choose an item, I get a list of items where that tag was used. See top right of
dialog box.
When I choose one of those items, I get the full text of the item in the larger box on
the bottom right.
Demonstrate:
Review Deadlines and Requirements
Run the macro and show the full text.
Other examples
Mileage Chart
Each of the district buildings is listed along the top of a sheet and also to the
far left.
The physical address is recorded next to each (below the column heading and
to the right of the row heading)
The macro goes through each combination of buildings and makes a call to a
Google Maps API which returns the distance between the two physical
locations. It is surprising how you can google Excel macro followed by
something like google maps distance to find a solution that you might not
think Excel can solve.
Demonstrate:
Other examples
Facilities Projects
The District annually updates a list of facilities needs
A macro creates individual spreadsheets for each school/department with
projects unique to them
The principal or department manager can add new items to the list and
indicate the top 5 priority items.
When the individual spreadsheets are returned, they are place in a separate
folder. Another macro updates the master spreadsheet.
Demonstrate:
Run some extracts and look at the files
4/3/2015
Other examples
File Directory
The macro will search a specified drive for user-defined types of files (e.g.
Word documents, Excel, pictures, videos, etc.)
Lists all folders at or below the specified drive location
Lists all files with file attributes
The macro can use this to identify identical files in multiple locations on the
network so they can be consolidated (same name, date modified and size)
The macro can copy a file to another location.
The macro can delete a file or group of files.
The macro can create or delete folders.
Demonstrate:
Run macro to identify folders and files
Other examples
Paycheck Calculator
Enter your payroll information and let the macro compute your net pay.
Demonstrate
Tax rate tables and other factors
Change some of the factors
Run macro to compute net pay
Other examples
Personal Leave Calendar
Creates a calendar of all days for any given year.
As leave is taken, I place the cursor over the absence date and invoke the
macro. It asks what type of leave and then colors it appropriately. I also need
to record the number of hours.
When done, I can select the AddTimeUsed button which will invoke a macro
to total the absences and restate my balances.
In cell A68, I can change the view from Days to Hours
Demonstrate:
4/3/2015
Questions?