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Here is a sample of what you will find in lesson 1 of the downloadable Tutorial on Excel macros
Lesson 1 on Excel macros (VBA):
The Visual Basic Editor in Excel (VBE)
When you want somebody to do some work for you, you open your Email program and you send him a message in a language that he understands (English, Spanish, French...). When you want Excel to do some work for you, you open the Visual Basic Editor and you write the instructions in a language that Excel understands VBA (Visual Basic for Application).
You will develop, test and modify VBA procedures (macros) in the Excel Visual Basic Editor (VBE). It is a very user-friendly development environment. VBA procedures developed in the VBE become part of the workbook in which they are developed and when the workbook is saved the VBA components (including macros, modules, userforms and other components that you will discover in the next 32 lessons) are saved at the same time. So, when you send the workbook to the "Recycling Bin" the VBA procedures (macros) are destroyed.
Special note for users of Excel 2007: Until the 2007 versions of Excel the user did not need to install anything to work with macros in Excel. If you are using Excel 2007 see how to install the Visual Basic Editor for Excel from your Office CD.
IMPORTANT NOTE 1: There are no risks to your computer or to Excel in completing the task below. At any time if you feel uncomfortable, just close Excel without saving the workbook and try again later.
For users of Excel 1997 to 2006: The first thing that you need to do is to make sure that the security level of Excel is set at either "Low" or "Medium" so that you can use the macros (VBA procedures) that you develop. From the menu bar of Excel select "Tools" then "Macro" then "Security" and select "Medium".
For users of Excel 2007 to 2013: From the "Developer" ribbon click on the "Macro Security" button. Check the second level "Disable all Macros with Notification" and you are set.
Setting up the Visual Basic Editor in Excel (VBE)
The Visual Basic Editor is a program within Excel that allows you to communicate with Excel. We will open it and start by setting it up so that working within it becomes easy and efficient.
Print this page, open Excel and open a new workbook (Book1).
On your keyboard press the "ALT" key (left of the space bar) and hold, strike the "F11"key (the F11 key is at the top of your keyboard).You now see the Visual Basic Editor. Again press "ALT/F11" and you are back into Excel. Use the "ALT/F11" key to go from Excel to the VBA and back.
When you first open the VBE you will see is a window somewhat like the image below.
If there are any open windows within the VBE like in the image below click on the Xs to close them and see a gray rectangle filling up the bottom part of the screen like in the image above.
The Three Windows in the Visual Basic Editor
To be efficient when working with the VBE there should always be 3 windows showing like in the image below; the Project Window (1), the Code Window ( 2), and the Properties Window (3), arranged as in the image below. You can resize the windows by left-clicking where the red stars are, holding and moving sideways or up and down. We will study each of the three windows in lessons 2, 3 and 4 but first we will set them up in the VBE.
In the exercise below we will setup the 3 windows of the VBE.
Exercise 1 (Create your first macro and use it)
Remember that you will perform this task only once as each time you will open the VBE it will remain setup.
Step 1: Close all the windows that are open in the VBE to end up with this:
Step 2: Go to the menu bar "View" and click "Project Explorer". The result will be somewhat like the image below:
If the project window already appears as a column on the left side of the screen there is nothing else that you have to do for now. If the project window appears in the middle of the gray area like above, right-click in the white space in the middle of the project window and check "Dockable". Then click on the top blue bar of the Project window, hold and drag it left until the cursor (white arrow) touches the middle of the left side of the screen. When you let go of the mouse button the end result should be like shown in the image below. Congratulations you have setup the first major window of the VBE.
Step 3: Move your cursor on the line separating the project window and the gray rectangle. When it turns to two small parallel lines and arrows click, hold and move the lines sideways. Resize the two windows as you want them.
Step 4: Go back to the menu bar "View" and click "Properties Window". The Properties window will appear somewhat like in the image below.
If the Properties window is already located below the Project window there is nothing left to do. If it shows like in the image above, right-click in the white space in the middle of the Properties window and check "Dockable". Then click on the top blue bar of the Properties window and drag it left and down until the cursor (white arrow) touches the center of the bottom of the Project window. When you let go of the mouse button the end result should be as the image below. Congratulations you have setup the second major window of the VBE.
Step 5: Move your cursor on the line separating the project window and the properties window. When it turns to two small parallel lines and arrows click, hold and move the lines vertically. Resize the two windows as you want them.
Step 6: To add the code window to the setup, you just have to double click on the name of a component in the Project window (Sheet1, Sheet2, Sheet3 or ThisWorkbook) and its code window appears within the gray rectangle. You can maximize any Code window by clicking on its "Maximize" button .
The final result looks like the image below. The words "Option Explicit" might not be present in your Code window. We will address this issue later in the lesson on variables (Lesson 19). You might also have a VBAProject named FUNCRES.XLA or FUNCRES.XLAM in the project window. Forget about this project for now.
Step 6: Now go to Excel and close it. Re-open Excel, go to the VBE (ALT/F11) and you will see that the VBE setup persists. Congratulations, you are now ready to work in the Visual Basic Editor.
We will discover more about each of these three windows in lessons 2 (Project Window), 3 (Properties Window) and 4 (Code Windows).
Remember that you can use "ALT/F11" to navigate from Excel to the VBE and back.
Close the VBE and close Excel without saving anything.
We hope you have enjoyed this introduction to lesson 1
Next Lesson: The Project Window in the VBE of Excel