Macros For Reflections Christopher Guertin VAMC – West Palm Beach, FL Christopher.Guertin@VA.GOV 20th /June 2012

Objectives Define what a Macro is Tell the differences between VB and VBA Be able to Create/Record/Edit a Macro Be able to Import/Export a Macro Explain when and why we would use a Macro in Reflections Understand basic code Know where to go for more info/help

What is a Macro? Macro (noun) Webster Dictionary a single computer instruction that stands for a sequence of operations Sometimes referred to as: Macroinstruction

VB vs VBA VB – VBA- Standalone Visual Basic VBA- Visual Basic For Applications Standalone Can be used complied into an executable and run outside the host Uses same syntax as VBA Requires an Application Reflections Excel Word Access Is complied and run within inside the host only Uses same Syntax as VB

Why use a Macro? Saves Times Consistent Data Easy to make both minor and major changes Exportable / Importable Multiple + Easier to use interfaces Allows for User Input Software Already Available

What a Macro Can Do? Automating almost anything Run complex data/code Manipulate data into more useable form Passing Data Between Applications Error Checking and Handling

Benefits of Macros for Reflections Easy to use and share Change Screen Fonts, Color, Size Assign Functions to Buttons, Keys, Mouse, Events Allow User Input for Fileman Reports Allow Fileman Reports to be Dynamic Clean up “Dirty Data” Complete Repetitive Tasks Transfer Data to/from MS Office Products No Programmer Access Required

Security DO NOT put your username or password into a macro to use as an AutoLogin Code Entered is generally not considered Encrypted

Getting Started

Sample Reflections Screen

Where to find If the Macro Menu is not listed please follow step in word document

Naming a Macro Must start with letter May Contain Numbers, Letters May use an Underscore 80 Character Max No Special Characters or Spaces Example: INPT_WORKLOAD_2011

How to Record Macro  Start Recording Stop, Pause, Annotate Can Edit, Create button, Map to key

How to Edit Macro Macro  Macros  Edit

Creating Macro Macro  Macros Type in name under Macro Name:

Run Macro Open the saved Vista Reflections session There are two ways to run the macro: By pressing the newly created button for macro Alternative way is run macro from the Macro menu Select Macro menu on the main Vista screen Select Macros submenu to open a Macros screen On Macros tab select the desired macro and press Run button The macro will start running and may prompt user for input

Stopping a Macro Macro  Stop Macro Ctrl+Break Create a Button

Import Macro Select Macro menu on the main Vista screen Select Macros… submenu to open the Macros screen On the Macros screen select Macro File tab Press Browse… button to open Select a Macro File window

Import Macro (cont…) On the Select a Macro File screen select the desired macro (.rma file) Click OK button Macro name will appear in the Macro file name field on the Macros screen Press Import button to import macro

Importing Forms Macro  Visual Basic Editor (Alt+F11) In Visual Basic Editor File  Import File Select .frm file When highlighted click Open Make sure the .frm and .frx are in the same folder

Importing Forms(cont.) In Project Click + next to Form The form you imported should now display Double click on the form you added and it will appear

Adding / Removing Object Libraries Macro  Visual Basic Editor (Alt+F11) Tools  References Check Box Checked Add UNcheck Remove Click OK

Using Macros

Assigning Macro to Key Setup  Keyboard Map

Assigning Macro to Mouse Button Setup  Mouse Map

Assigning to Button on Toolbar Right Click Tool Bar Setup  Toolbars Customize  New Button After Recording – Check – Create Button

Customizing Buttons

Event Setup  Events Highlight Event Requested Click Properties to View/Edit Or New to Create One

Event(cont.) Event Type: Enabled Text Run this Event Action Macro Visual Basic

Save Vista Reflections Session Select File menu on the main Vista Reflections screen Select Save As… submenu to open the Save Settings screen On the Save Settings screen select the desired directory to save the session in (you will not be able to save the session in the default directory) Type the new file name for the session and press Save button (make sure the file extension is .r2w)

User Input

User Input Wait for Input into Reflections Input Box User Form Message Box to Help Input Box User Form

Message Box

Input Box

User Input - form Many Input boxes can be used or one user form Default Values may be set

User Form Could be a course all by itself Many Options Label Text Box Combo Box List Box

User Form - WYSIWYG What You See Is What You Get

User Form – How the User Sees It

Examples

Switch Column Size Create Macro Change Column Size

Screen Capture to Text File Logging On/Off

Prescription Fileman Easy to Use Interface Fileman Access Required No Need to Know Fileman Allow Direct to Excel 2 Drugs Drug + Allergy Customizable output

Prescription Converter Can Use Fileman to get data Allows Rxs to be converted one at a time Automate Complex Process Saves Time Money Offers Consistency Can Send/Receive Data Directly from Excel

More Examples SharePoint http://vaww.infoshare.va.gov/sites/vapharmacyinformatics/WIKI/VBA/Home.aspx

Basic Code

Date Converter Converts Date to Format Useable by VISTA

Format Date / Time strDate = Format(strDate, "dddd, mmm d yyyy") Format(expression[, format[, firstdayofweek[, firstweekofyear]]]) strDate = Format(strDate, "dddd, mmm d yyyy") Wednesday, Aug 3 2011 MyStr = Format(strTime, "hh:mm:ss AMPM") 05:14:03 AM

Expressions Operators Arithmetic Comparison Concatenation Logical +, -, *, / Comparison >, < , = Concatenation &, + Logical And, Not, Or

Variables Variables Naming Must start with letter Can be up to 255 characters Cannot contain a Space but can use underscore Cannot contain Operators or Special Characters

Variable Life Should be declared Procedure Private Public Only for that Procedure Automatically declared Dim strDRUG as String Private All Procedures in the Module Private strDRUG as String Public All Procedures in All Modules of Project Public strDRUG as String

VB Codes

Ascii Codes

Message Box Code Values

Functions Format Transmit WaitForString Ucase Lcase Able to create your own Allows for only one set of code(refer to it)

More Info

Good Habits Apostrophe Comment Declare Variables at Top for comment(will not run) Comment Top: User, Date, Explain Function After Code Declare Variables at Top TALLman Lettering Use Error Handler Try to make more universal

Good Habits Create in Test Account if possible Be careful and use checks when user will be creating orders Validate Data

Help File Can be useful to learn Syntax and Concepts

Help File Methods Properties Events

More Help Pharmacy ADPAC Email Group Attachmate Guide Visual Basic Books / References VBA Books Google SharePoint

The Present/Future SharePoint Site Share Design Ideas http://vaww.infoshare.va.gov/sites/vapharmacyinformatics/WIKI/VBA/Home.aspx Share Design Ideas Integrate Fileman Routines Macro Classes Seamless Data Transfer to MS Office Products VBA / Macro Education Series Reflections MS Office

VBA – Adding to MS Office Products Office Button  Options  Popular Show Developer Tab in the Ribbon

Questions