Are you tired of entering data into excel by hand? Automation is the answer! Excel automation can be done in several ways, and the benefits are tremendous. This blog post will discuss how excel automation can increase efficiency and make your life easier.
Although many businesses have Microsoft Excel, they aren't aware of how to use Excel automation. Automation using Excel Macros will provide businesses with a convenient process that will save time and, therefore, money. Having the capability to standardise document formats means the possibilities are endless with Excel automation.
What Can You Use Excel Automation For?
Excel automation can be used to save time when updating excel documents. A macro could update excel with the most recent information from a database, such as prices or company data.
As a Visual Basic for Applications (VBA) code, the macro will live within the document. With the ability to manipulate it, it can become an invaluable tool that can be used to:
- Manipulate text and data
- Create new documents
- Apply the correct formatting and style
- Communicate with a variety of data sources – from text files to databases.
There are many excel automation tools that can be used to help you out. It is essential to decide what purpose each tool will serve before purchasing it, though.
The Excel VB Macro Recorder is one way that data entry tasks can be automated. It works by recording keystrokes and mouse movements to discover and understand your Macros - all while you're working in your excel spreadsheets.
Considerations When Using Excel Automation & Macros
Before you dive headfirst into using Excel Macro, you must consider the implications of using this feature and think about the security risks of enabling macros you've downloaded from the internet.
Firstly, you must be aware that the VBA code must be manually modified if you want to move the data from one worksheet to another.
Secondly, you will want to ensure that you have set precise instructions before fully automating the tasks. You don't want to come back onto the spreadsheet, and the columns have been destroyed!
To ensure this doesn't happen, it's a good idea to research how to use macros thoroughly. Once you're fully aware of the process, have a few practice runs before implementing it within the business.
It's essential to be aware of the changes that will occur within excel automation. Before using macros and excel automation tools - make sure your IT specialist knows how they work! This way, if something does go wrong, there won't be any further complications.
MS Excel Automation Examples
One Excel automation example is using macros to format excel documents automatically. For instance, formatting a spreadsheet containing financial information may require specific columns or cells to be formatted differently than others.
This can save time and money by allowing users to avoid manually making changes on an excel document after being updated with new data.
The automation of macros is beneficial for businesses that do a lot of data entry. By recording your keystrokes and mouse movements automatically, your sheet can be automated in minutes.
To make this excel automation tool even more productive, it's possible to edit your recorded code within Visual Basic Editor or Excel itself. This way, you can ensure that excel automation is set up correctly and working in the way you want it to.
Here are some Excel Automation examples demonstrating the specific ways in which businesses can utilise this tool:
- Preparing and automating customer reports from the collected data – e.g. information sourced from questionnaires or scanned barcodes.
- Merging data to create custom lists – a way of preparing the data to be imported into another system.
- A way of creating custom spreadsheet templates
- Creating budget plans and forecasts – key within the financial industry.
Macro excel automation has a wide variety of uses, so try harnessing its power! Automation can never be underestimated for businesses, especially when looking to increase efficiency with excel documents.
How To Record Macros On Screen
So you're ready to start using excel automation and recording excel macros. The first step is to use the Excel VB Macro Recorder, which can be found within your Developer tab in excel:
This excel macro recorder will begin automatically when it detects that a new workbook has been opened or an existing excel file has been opened.
- Go on Microsoft Excel
- Click on preferences on the toolbar
- Click on the ribbon tab
- In the customise the ribbon tab, select the Developer box before clicking save.
Once you have completed these steps, you can do the following:
- Click on Record Macro on the Developer tab
- A box will appear, and within this Macro name box, enter a name – make sure you don't put any spaces.
- Select where you will want to save your macro – if you only require it to be saved in that particular workbook, save it under 'This Workbook'. Alternatively, select 'Personal Macro Workbook' if you want to use it on any computer.
- In the Description box that appears, describe what the macro does – this is invaluable if multiple people access the document.
- Click OK – this will start the recording
- Perform the actions you want.
- Click on the Developer tab and select Stop Recording
Conclusion: Automating Tasks Using MS Excel Macros
So there you go. Those are just some of the use cases for Microsoft Excel automation - a tool that can be utilised when you want to automate processes within your business.
The benefits that come with it aren't limited by the industry that you're in. Although it is a simple process, when you get the hang of it, you may require Excel help and may want to hire Excel specialists from time to time – which is where we come in.
In conclusion, excel automation is a great way to increase efficiency in the workplace. Although it can be time-consuming when initially setting up excel macros, once completed, you will have an efficient process that saves you money and time in the future.