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*Excel 2016 for Mac brings lots of welcome improvements to the workhorse spreadsheet but also leaves out useful tools. Moving to the cloud: Like the other apps in the latest Mac Office suite.
*VBA (Visual Basic for Applications) is the programming language of Excel and other Office programs. 1 Create a Macro: With Excel VBA you can automate tasks in Excel by writing so called macros. In this chapter, learn how to create a simple macro.
I have created an Excel-workbook with a VBA form in it for saving information in a new sheet every time you use the form. It works brilliant on my PC, but on my friends Mac it doesn’t work at all. I’ll add the code here and if there’s anyone out there with a good answer please let me know how to make this work on a Mac.
At Parallels, we love sharing our customers’ success stories! Recently, Tim Goldstein, a leading business intelligence analyst, database architect, and senior developer specializing in the Microsoft SQL server tool set, implemented a more agile development process with Parallels Desktop for Mac. Goldstein’s new process has been a great success and proven Parallels Desktop to be a developer’s “Swiss Army Knife” of productivity! Below are a few quotes from Goldstein himself regarding how Parallels Desktop has helped him stay ahead of the competitive landscape in his personal business:
“Parallels allows me to run a full development environment on Windows, including SQL Server, Analysis Services Server, Visual Studio, and SQL Management console simultaneously with El Capitan. I am running this on an 11-inch MacBook Air with 8 GB of RAM and a two-core i7 processor.”
Not only is the Microsoft SQL Server Management Studio a crucial weapon in a developer’s tool kit but Goldstein leverages success by additionally using Microsoft Visual Studio, CorelDRAW, and Notepad++.
Above: “Windows 10 running Microsoft SQL Server, SQL Management Studio (SSMS), SQL Data Tools (a.k.a. Visual Studio) with an SSIS package, and working on an infographic for my speaking/training topic of “Engaging Technical Workers, Getting Business and Technical Staff Communicating” in CorelDRAW.”
Goldstein has additionally leveraged Parallels Desktop to save money for his business. He’s achieved this by not having to own multiple computers to complete his work as a senior developer. Thanks to his love of technology and the people who have helped him have such a great IT career, Goldstein, a Certified High Performance Coach, is simultaneously speaking, training, and mentoring executives on how to understand the mind of the technical worker. He can help you reach your next level just like Parallels Desktop has helped him reach his! In his own words:
“For my personal business in training executives to understand their technical workforce and training geeks to better handle the soft side of interviews, I work entirely on a Mac. Parallels has been a wonderful solution and a much easier company culture to deal with than competitors.”
Connect with Tim Goldstein via LinkedIn here, or check out his personal website here.
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Are you facing a repetitive clean up of fifty tables in Word? Do you want a particular document to prompt the user for input when it opens? Are you having difficulty figuring out how to get your contacts from Microsoft Outlook into a Microsoft Excel spreadsheet efficiently?
You can perform these tasks and accomplish a great deal more by using Visual Basic for Applications (VBA) for Office—a simple, but powerful programming language that you can use to extend Office applications.
This article is for experienced Office users who want to learn about VBA and who want some insight into how programming can help them to customize Office.
The Office suite of applications has a rich set of features. There are many different ways to author, format, and manipulate documents, email, databases, forms, spreadsheets, and presentations. The great power of VBA programming in Office is that nearly every operation that you can perform with a mouse, keyboard, or a dialog box can also be done by using VBA. Further, if it can be done once with VBA, it can be done just as easily a hundred times. (In fact, the automation of repetitive tasks is one of the most common uses of VBA in Office.)
Beyond the power of scripting VBA to accelerate every-day tasks, you can use VBA to add new functionality to Office applications or to prompt and interact with the user of your documents in ways that are specific to your business needs. For example, you could write some VBA code that displays a pop up message that reminds users to save a document to a particular network drive the first time they try to save it.
This article explores some of the primary reasons to leverage the power of VBA programming. It explores the VBA language and the out-of-the-box tools that you can use to work with your solutions. Finally, it includes some tips and ways to avoid some common programming frustrations and missteps.
Note
Interested in developing solutions that extend the Office experience across multiple platforms? Check out the new Office Add-ins model. Office Add-ins have a small footprint compared to VSTO Add-ins and solutions, and you can build them by using almost any web programming technology, such as HTML5, JavaScript, CSS3, and XML.When to use VBA and why
There are several principal reasons to consider VBA programming in Office.Automation and repetition
VBA is effective and efficient when it comes to repetitive solutions to formatting or correction problems. For example, have you ever changed the style of the paragraph at the top of each page in Word? Have you ever had to reformat multiple tables that were pasted from Excel into a Word document or an Outlook email? Have you ever had to make the same change in multiple Outlook contacts?
If you have a change that you have to make more than ten or twenty times, it may be worth automating it with VBA. If it is a change that you have to do hundreds of times, it certainly is worth considering. Almost any formatting or editing change that you can do by hand, can be done in VBA.Extensions to user interaction
There are times when you want to encourage or compel users to interact with the Office application or document in a particular way that is not part of the standard application. For example, you might want to prompt users to take some particular action when they open, save, or print a document.Interaction between Office applications
Do you need to copy all of your contacts from Outlook to Word and then format them in some particular way? Or, do you need to move data from Excel to a set of PowerPoint slides? Sometimes simple copy and paste does not do what you want it to do, or it is too slow. You can use VBA programming to interact with the details of two or more Office applications at the same time and then modify the content in one application based on the content in another.Doing things another way
VBA programming is a powerful solution, but it is not always the optimal approach. Sometimes it makes sense to use other ways to achieve your aims.
The critical question to ask is whether there is an easier way. Before you begin a VBA project, consider the built-in tools and standard functionalities. For example, if you have a time-consuming editing or layout task, consider using styles or accelerator keys to solve the problem. Can you perform the task once and then use CTRL+Y (Redo) to repeat it? Can you create a new document with the correct format or template, and then copy the content into that new document?
Office applications are powerful; the solution that you need may already be there. Take some time to learn more about Office before you jump into programming.
Before you begin a VBA project, ensure that you have the time to work with VBA. Programming requires focus and can be unpredictable. Especially as a beginner, never turn to programming unless you have time to work carefully. Trying to write a ’quick script’ to solve a problem when a deadline looms can result in a very stressful situation. If you are in a rush, you might want to use conventional methods, even if they are monotonous and repetitive.VBA Programming 101Using code to make applications do things
You might think that writing code is mysterious or difficult, but the basic principles use every-day reasoning and are quite accessible. Microsoft Office applications are created in such a way that they expose things called objects that can receive instructions, in much the same way that a phone is designed with buttons that you use to interact with the phone. When you press a button, the phone recognizes the instruction and includes the corresponding number in the sequence that you are dialing. In programming, you interact with the application by sending instructions to various objects in the application. These objects are expansive, but they have their limits. They can only do what they are designed to do, and they will only do what you instruct them to do.
For example, consider the user who opens a document in Word, makes a few changes, saves the document, and then closes it. In the world of VBA programming, Word exposes a Document object. By using VBA code, you can instruct the Document object to do things such as Open, Save, or Close.
The following section discusses how objects are organized and described.The Object Model
Developers organize programming objects in a hierarchy, and that hierarchy is called the object model of the application. Word, for example, has a top-level Application object that contains a Document object. The Document object contains Paragraph objects and so on. Object models roughly mirror what you see in the user interface. They are a conceptual map of the application and its capabilities.
The definition of an object is called a class, so you might see these two terms used interchangeably. Technically, a class is the description or template that is used to create, or instantiate, an object.
Once an object exists, you can manipulate it by setting its properties and calling its methods. If you think of the object as a noun, the properties are the adjectives that describe the noun and the methods are the verbs that animate the noun. Changing a property changes some quality of appearance or behavior of the object. Calling one of the object methods causes the object to perform some action.
The VBA code in this article runs against an open Office application where many of the objects that the code manipulates are already up and running; for example, the Application itself, the Worksheet in Excel, the Document in Word, the Presentation in PowerPoint, the Explorer and Folder objects in Outlook. Once you know the basic layout of the object model and some key properties of the Application that give access to its current state, you can start to extend and manipulate that Office application with VBA in Office.Methods
In Word, for example, you can change the properties and invoke the methods of the current Word document by using the ActiveDocument property of the Application object. This ActiveDocument property returns a reference to the Document object that is currently active in the Word application. ’Returns a reference to’ means ’gives you access to.’
The following code does exactly what it says; that is, it saves the active document in the application.
Read the code from left to right, ’In this Application, with the Document referenced by ActiveDocument, invoke the Save method.’ Be aware that Save is the simplest form of method; it does not require any detailed instructions from you. You instruct a Document object to Save and it does not require any more input from you.
If a method requires more information, those details are called parameters. The following code runs the SaveAs method, which requires a new name for the file.
Values listed in parentheses after a method name are the parameters. Here, the new name for the file is a parameter for the SaveAs method.Properties
You use the same syntax to set a property that you use to read a property. The following code executes a method to select cell A1 in Excel and then to set a property to put something in that cell.
The first challenge in VBA programming is to get a feeling for the object model of each Office application and to read the object, method, and property syntax. The object models are similar in all Office applications, but each is specific to the kind of documents and objects that it manipulates.
In the first line of the code snippet, there is the Application object, Excel this time, and then the ActiveSheet, which provides access to the active worksheet. After that is a term not as familiar, Range, which means ’define a range of cells in this way.’ The code instructs Range to create itself with just A1 as its defined set of cells. In other words, the first line of code defines an object, the Range, and runs a method against it to select it. The result is automatically stored in another property of the Application called Selection.Visual Basic For Application Excel
The second line of code sets the Value property of Selection to the text ’Hello World’, and that value appears in cell A1.
The simplest VBA code that you write might simply gain access to objects in the Office application that you are working with and set properties. For example, you could get access to the rows in a table in Word and change their formatting in your VBA script.
That sounds simple, but it can be incredibly useful; once you can write that code, you can harness all of the power of programming to make those same changes in several tables or documents, or make them according to some logic or condition. For a computer, making 1000 changes is no different from making 10, so there is an economy of scale here with larger documents and problems, and that is where VBA can really shine and save you time.Macros and the Visual Basic Editor
Now that you know something about how Office applications expose their object models, you are probably eager to try calling object methods, setting object properties, and responding to object events. To do so, you must write your code in a place and in a way that Office can understand; typically, by using the Visual Basic Editor. Although it is installed by default, many users do not know that it is even available until it is enabled on the ribbon.
All Office applications use the ribbon. One tab on the ribbon is the Developer tab, where you access the Visual Basic Editor and other developer tools. Because Office does not display the Developer tab by default, you must enable it by using the following procedure:To enable the Developer tab
*
On the File tab, choose Options to open the Options dialog box.
*
Choose Customize Ribbon on the left side of the dialog box.
*
Under Choose commands from on the left side of the dialog box, select Popular Commands.
*
Under Customize the Ribbon on the right side of the dialog box, select Main Tabs in the drop down list box, and then select the Developer checkbox.
*
Choose OK.
Note
In Office 2007, you displayed the Developer tab by choosing the Office button, choosing Options, and then selecting the Show Developer tab in Ribbon check box in the Popular category of the Options dialog box.
After you enable the Developer tab, it is easy to find the Visual Basic and Macros buttons.
Figure 1. Buttons on the Developer tabSecurity issues
To protect Office users against viruses and dangerous macro code, you cannot save macro code in a standard Office document that uses a standard file extension. Instead, you must save the code in a file with a special extension. For example you cannot save macros in a standard Word document with a .docx extension; instead, you must use a special Word Macro-Enabled Document with a .docm extension.
When you open a .docm file, Office security might still prevent the macros in the document from running, with or without telling you. Examine the settings and options in the Trust Center on all Office applications. The default setting disables macro from running, but warns you that macros have been disabled and gives you the option to turn them back on for that document.
You can designate specific folders where macros can run by creating Trusted Locations, Trusted Documents, or Trusted Publishers. The most portable option is to use Trusted Publishers, which works with digitally signed documents that you distribute. For more information about the security settings in a particular Office application, open the Options dialog box, choose Trust Center, and then choose Trust Center Settings.
Note
Some Office applications, like Outlook, save macros by default in a master template on your local computer. Although that strategy reduces the local security issues on your own computer when you run your own macros, it requires a deployment strategy if you want to distribute your macro.Recording a macro
When you choose the Macro button on the Developer tab, it opens the Macros dialog box, which gives you access to VBA subroutines or macros that you can access from a particular document or application. The Visual Basic button opens the Visual Basic Editor, where you create and edit VBA code.
Another button on the Developer tab in Word and Excel is the Record Macro button, which automatically generates VBA code that can reproduce the actions that you perform in the application. Record Macro is a terrific tool that you can use to learn more about VBA. Reading the generated code can give you insight into VBA and provide a stable bridge between your knowledge of Office as a user and your knowledge as a programmer. The only caveat is that the generated code can be confusing because the Macro editor must make some assumptions about your intentions, and those assumptions are not necessarily accurate.To record a macro
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Open Excel to a new Workbook and choose the Developer tab in the ribbon. Choose Record Macro and accept all of the default settings in the Record Macro dialog box, including Macro1 as the name of the macro and This Workbook as the location.
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Choose OK to begin recording the macro. Note how the button text changes to Stop Recording. Choose that button the instant you complete the actions that you want to record.
*
Choose cell B1 and type the programmer’s classic first string: Hello World. Stop typing and look at the Stop Recording button; it is grayed out because Excel is waiting for you to finish typing the value in the cell.
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Choose cell B2 to complete the action in cell B1, and then choose Stop Recording.
*
Choose Macros on the Developer tab, select Macro1 if it is not selected, and then choose Edit to view the code from Macro1 in the Visual Basic Editor.
Figure 2. Macro code in Visual Basic EditorLooking at the code
The macro that you created sh

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