Data Science Data Analysis Macro Function in Microsoft Excel | Automate Repetitive Task

Macro Function in Microsoft Excel | Automate Repetitive Task

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This article we will talk about the Macro. It is a function in microsoft excel which basically do is automate the repetitive task. To describe macros functionalities let imagine someone work in a bank, and each week he gets a report from the database that provide him update on consumer loan. The data represents like amount of loan, term or length, interest rate, income of the consumer, and the purpose for the loan etc. So when he gets the data from the database each week, he has to make a lot of certain changes before reporting. So those tasks are certainly some repetitive tasks that is required to be taking care of. Thus here come the macros in microsoft excel that can be helpful to automate the repetitive tasks.

Creating Macro

To create a macro we need to add developer tab to the ribbon of Microsoft excel. The way to do that we need to go to file menu and then ‘options’. On the pop up window we have customize ribbon. So the right hand side we will be able to check ‘developer’. It will add a tab to the ribbon in microsoft excel. So now we are good to go for creating macros.

Macro Function in Microsoft Excel | Automate Repetitive Task
Enabling Developer option in excel ribbon
Macro Function in Microsoft Excel | Automate Repetitive Task
Excel ribbon after enabling developer option

Now we can start recording macro just clicking on the record macro button. On pop up window we will select a name for it, and also give it a proper description that will help to remember the purpose of the macro for later use cases. Now by clicking ok our macro will able record every click event until we stop the recording.

Recording Changes | Automate Repetitive Task

So after enabling recording the function is capable of capturing every mouse interaction in excel. Now if we change any design or configuration in the file such as changing font-family, formatting header row, or changing currency format and so on, macro is capable to capture such events and can implement these recorded functionalities to other similar excel documents. So after making changes in certain configuration in the file we will stop recording by clicking the specific button. Now we will be able to see the ‘Macros’ option to the left next of the record option. Here we will be able to see available macros. The pop up window from ‘Macros’ will allow us to run macros and also provide functionalities to edit macros.

So if we edit the macros then we should save the edited code file as ‘macro-enabled workbook’ format. Because this allows the macros to be saved in a file. Now if we want to automate the above tasks for another similar file then all we need to open the file and go to developer tab then click on the macros option. From the popup window we will chose the macros that we want to implement and then click the run option. This will automate the processes that we have done for our previous excel file. See available tutorial that describe the steps to follow.

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