Microsoft Excel 2007 Templates, Forms and Macros
2.0 hours

Course overview
This session will enable you to create standardised workbooks that include data and formatting and simple macros to automate your tasks.

Who should attend
Delegates should feel confident in the topics covered in the Getting Started module.

Learning outcomes
At the end of the module, you will be able to:
• Create and edit templates including data and formatting and locked cells to demonstrate effective use of this feature
• Employ validation features necessary to accept dates and displays error messages to ensure accuracy of input
• Create a form, selecting from available form controls, to provide an effective means of controlling data entry
• Automate repetitive actions by assigning macros to keystrokes or drawing objects to maximize efficiency

Course contents
Creating templates
Understanding templates
Creating and editing templates
Creating a workbook template including data, conditional formatting, and locked cells

Validating data
Setting up data validation
Validation criteria
Input messages
Error alerts

Saving templates
Saving templates
Understanding template file locations

Using templates
Creating a new workbook based on a template

Editing templates
Locating a template
Opening and editing a template

Creating forms
Inserting form controls, e.g. list boxes, combo boxes, edit boxes, and labels
Form control properties

Recording macros
Recording simple macros for repetitive actions and keystrokes
Running macros
Assigning macros to keystrokes
Assigning macros to drawing objects

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