Quick start: Create a macro (2024)

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If you have tasks in Microsoft Excel that you do repeatedly, you can record a macro to automate those tasks. A macro is an action or a set of actions that you can run as many times as you want. When you create a macro, you are recording your mouse clicks and keystrokes. After you create a macro, you can edit it to make minor changes to the way it works.

Suppose that every month, you create a report for your accounting manager. You want to format the names of the customers with overdue accounts in red, and also apply bold formatting. You can create and then run a macro that quickly applies these formatting changes to the cells you select.

WindowsMac

How?

Quick start: Create a macro (1)

Before you record a macro

Macros and VBA tools can be found on the Developer tab, which is hidden by default, so the first step is to enable it. For more information, see Show the Developer tab.

Quick start: Create a macro (2)

Quick start: Create a macro (3)

Record a macro

  1. In the Code group on the Developer tab, click Record Macro.

  2. Optionally, enter a name for the macro in the Macro name box, enter a shortcut key in the Shortcut key box, and a description in the Description box, and then click OK to start recording.

    Quick start: Create a macro (4)

  3. Perform the actions you want to automate, such as entering boilerplate text or filling down a column of data.

  4. On the Developer tab, click Stop Recording.

    Quick start: Create a macro (5)

Quick start: Create a macro (6)

Take a closer look at the macro

You can learn a little about the Visual Basic programming language by editing a macro.

To edit a macro, in the Code group on the Developer tab, click Macros, select the name of the macro, and click Edit. This starts the Visual Basic Editor.

See how the actions that you recorded appear as code. Some of the code will probably be clear to you, and some of it may be a little mysterious.

Experiment with the code, close the Visual Basic Editor, and run your macro again. This time, see if anything different happens!

Next steps

How?

Quick start: Create a macro (7)

Before you record a macro

Make sure the Developer tab is visible on the ribbon. By default, the Developer tab is not visible, so do the following:

  1. Go to Excel > Preferences… > Ribbon & Toolbar.

  2. In the Customize the Ribbon category, in the Main Tabs list, select the Developer check box, and then click Save.

Quick start: Create a macro (8)

Record a macro

  1. On the Developer tab, click Record Macro.

  2. Optionally, enter a name for the macro in the Macro name box, enter a shortcut key in the Shortcut key box, and a description in the Description box, and then click OK to start recording.

  3. Perform the actions you want to automate, such as entering boilerplate text or filling down a column of data.

  4. On the Developer tab, in the Code group, click Stop Recording.

Quick start: Create a macro (9)

Take a closer look at the macro

You can learn a little about the Visual Basic programming language by editing a macro.

To edit a macro, in the Developer tab, click Macros, select the name of the macro, and click Edit. This starts the Visual Basic Editor.

See how the actions that you recorded appear as code. Some of the code will probably be clear to you, and some of it may be a little mysterious.

Experiment with the code, close the Visual Basic Editor, and run your macro again. This time, see if anything different happens!

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Quick start: Create a macro (2024)
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