Creating Macros

Word and Excel 2003

Administrative Support Network
Sharon Burks
March 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
To anchor the new toolbar, double click the toolbar. Dialog Box
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

PAGE DOWN

• 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
 Tips and Tricks for Excel 2003

PAGE UP

• 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
 Tips and Tricks for Excel 2003

SPACEBAR
• 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
 Tips and Tricks for Excel 2003

SPACEBAR
• 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
 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!

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