Formulas and Macros


Excel Formulas Excel Macros
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Excel Formulas

An Excel Formula is series of calculations based on values in cells on a spreadsheet. There are standard formulas like SUM and FIND supplied with Excel and you can create your own custom formulas to perform calculations. To see a list of the standard functions supplied with Excel click on Insert > Function. You will be presented with the following dialog box listing the available formulas and functions.

Insert Function Dialog Box

You can search for the available functions or select categories to view specific groups of functions. Any custom functions are listed here as well for use.

We have developed many custom formulas and functions for our clients. It may be a simple calculation based on an existing Excel formula or could be a complex statistical calculation that requires many intermediate steps to arrive at the correct result.

Contact Us  today to discuss any specific customs formulas or functions that you need developed

Excel Macros

An Excel macro is a set of instructions that can be triggered by a keyboard shortcut, toolbar button or an icon in a spreadsheet. Macros are used to eliminate the need to repeat the steps of common tasks over and over. Tasks such as standardised formatting, adding or removing rows and columns, protecting or unprotecting worksheets, selecting a range of cells, or creating a table of default information can all be performed via a Macro.

Excel Macros are either hand written in Visual Basic for Applications (VBA) or the more common way for most Excel users via the macro recorder within Excel. To start the macro recorder in Excel select Tools > Macro > Record new Macro. You will then be presented with the Record Macro dialog box

Record Macro Dialog

Standard Formatting Macro Example

Let's say that you regularly apply the same formatting to cells in your worksheets. Open a new workbook and following the steps below to create your first Macro.

Step 1 - Select Tools -> Macro -> Record New Macro. You will be asked to specify a Macro Name, call this Macro 'StandardFormat' and Click OK. This will set the Macro recorder to capture all commands and actions that you take.

Step 2 - Select Format -> Cells -> Font. This will present the Format Cells Dialog Box. Now simply specify the standard formatting for your worksheets and Click OK. For this sample we have specified the following, Font - Tahoma, Style - Bold, Size - 16, Color - Blue.

Step 3 - Select Tools -> Macro -> Stop Recording. This will stop the Recorder and save your Macro for later use.

Step 4 - Now lets run the Macro and Test that it performs the actions we require. Type in some basic Text to a Cell on the first worksheet. Then select that Cell and then Select Tools -> Macros. The following Macro selection box should be displayed.

Macro Selection Dialog 

Step 5
- Select the Macro 'StandardFormat' and then select Run to execute the Macro. After Clicking Run the text selected should automatically be formatted to the format you specified in Step 2 above.

Step 6 - That's it you have now created your first Macro. You can use that Macro on a single Cell or a Range of Cells to apply formatting as required.

For more Macros that you can create yourself review our previous Newsletters which contain many examples of basic Macros that can be developed quickly and simply.

Custom Excel Macros

We specialise in developing custom macros for our clients. It can be as simple as automating a series of calculations and converting some data or it could be a complete forms based application with command buttons and reporting.

Whatever your requirement if you need something automated within Excel then our team of consultants will be able to help. Contact Us  today to discuss your requirements.
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