1. 11. Visual Basic Macro Recorder

2. Open Excel

3. Click File -> Save As

4. Save As a Excel Macro-Enabled Workbook

5. Click File -> Options

6. Click Customize Ribbon

7. Tick Developer

8. Click OK

9. Select Developer menu

10. Macro Recorder A job may require you to do the same repetitive task every day in Excel You can make Excel complete some of these tasks automatically by recording a macro All you have to do to repeat the action is to click a button

11. Formatting Cells If you are creating tables of results you may need to format them in a particular way e.g. font, border, background Rather than doing each step repeatedly we can record the actions once, and then make Excel repeat them

12. Type in this table of information

13. Highlight these cells

14. Click Record Macro

15. Macro name: Format Table Shortcut key: Ctrl+o

16. Click OK

17. Every action we take from now on will be recorded until we click Stop Recording

18. Right-click with mouse and select Format Cells

19. Click Font and select Times New Roman, Bold, Size 14 and Colour Dark Blue

20. Click Border and then the Double Lines

21. Select Top and Bottom borders

22. Click OK

23. Click Stop Recording

24. Click Visual Basic

25. Select Module 1

26. Excel has recorded all of the tasks which you have just completed, and written a program

27. You can make changes to this program by typing into the script

28. Click Close

29. Type in the following table

30. Highlight the new table

31. Press Ctrl + o This is the shortcut key we assigned to our macro

32. The macro is run and all of the tasks are completed automatically

33. Challenge Go into Visual Basic editor Change the Font Name to “Verdana” Change the Font Style to “Italic” Change the Font Size to 12 Save and Close the Visual Basic editor Select the table again and press Ctrl+o to reformat the table

34. Trial and Error The best way to learn specific commands in Visual Basic is to use the Macro Recorder You can look at the code that is generated and then try to make some changes

35. Stock Screener By using some creativity you can create complex programs using Visual Basic In the following example we will download data from Yahoo Finance, and then filter it to find companies with a low P/E ratio

36. Select Sheet 2

37. Click Record Macro

38. TypeMacro name: StockScreener Shortcut key: Ctrl + l

39. Click OK

40. Click Data -> Import From Text

41. Type in the following web address http://finance.yahoo.com/d/quotes.csv?s=MSFT+GOOG&f=snpryv

42. Click Open

43. Click Cancel if any passwords are requested

44. Click Next

45. The original data is separated by commas so tick Comma

46. Click Next

47. Click Finish

48. Click OK

49. Click Cancel if any password is requested

50. Imports the data which we asked for

51. Select cell A1

52. Select Insert -> Insert Sheet Rows

53. Type in the following headings

54. Select Column D

55. Click Data -> Filter

56. Click on Dropdown box, then Number Filters -> Less Than …

57. Choose PE less than 20 and click OK

58. Filters data to show companies with a P/E less than 20

59. Click Developer -> Stop Recording

60. Click Visual Basic

61. View the code for the stock screener

62. We can edit which companies we want to download by changing the ticker symbols

63. Replace MSFT+GOOG with AXP+DIS+GE+KO+MCD+PFE

64. Click Save and Close

65. Select Sheet 3

66. Press Ctrl+l to run macro with new companies

67. Shows which companies have a P/E under 20

68. Challenge Create a new sheet Edit the Visual Basic code to download information for the following tickers: – INTC – JNJ – JPM – KO – XOM Change the filter criteria to select companies with a dividend yield less than 3