Excel Macros

Course Details


Friday, August 16, 2019

5:00am – 7:00am
(Registration: 4:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




What does one do when a setting, shortcut or command is not available in Excel? Create a macro, of course. Macros allow Excel users to extend the capabilities of Excel and create shortcuts and commands.

Become familiar with the recorder to create a macro that applies a built-in format setting. Then, write a macro in the Visual Basic editor to provide a shortcut to a favorite Excel function. Also, discover how to add macros to the Quick Access Toolbar to easily execute them in the future.

This course demonstrates exercises using Excel for Windows.

Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.

Materials are provided as an ebook.


  • Macro recorder
  • Visual basic editor
  • Quick access toolbar


  • Identify the steps to record a macro.
  • Recall how to display the Developer ribbon tab.
  • Determine the process for adding a macro to the Quick Access Toolbar.

Designed For

Accountants and business professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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