Excel Expert Macros and Forms

Use Excel macros and form controls to reduce repetitive work. This course introduces the VBA environment and minor code edits alongside buttons, check boxes and dropdowns; it is a starting point for practical automation rather than a complete programming qualification.

View dates and fees

Level: Expert
Length: 4 hours
Public class size: Up to 10

Who this course is for

People already using Excel who need the particular skills covered in this outline

What you will work on

Create macros
Review VBA and understand modules
Compile and make minor edits to VBA code
Build forms with controls
Buttons, check boxes, dropdowns and scroll buttons
Set editing permissions
Assign calculations and macros to forms

Outline checked against the Excel Expert Macros and Forms booking page on 2026-09-11. Confirm any must-have feature or software version with us before registering.

Choose your starting point

A useful starting point is Excel Advanced Functions or comparable experience. This is a suggested learning path unless an explicit requirement is listed below.

Review the topics in Excel Advanced Functions to compare your current skills.

Browse the Excel course comparison or ask for help choosing a course.

What comes with the public course

90 days of course video access with class exercise files
A free retake of the same course for one year
A Power Concepts certificate of completion

Already registered? Use student sign-in for your account, or find course manuals and exercise files.

Excel course questions

What should I know before Excel Expert Macros and Forms?

A useful starting point is Excel Advanced Functions or comparable experience. This is a suggested learning path unless an explicit requirement is listed below.

Where can I check dates and fees?

Use the course booking links on this page to see the available sessions and their current prices. Check the session time zone, delivery format, currency and tax total before completing registration.

Can my team take this training together?

Contact Power Concepts to discuss a private session. Tell us the number of learners, their current experience, the work they need to do and the software versions they use so we can recommend a suitable scope.

What certificate does the course include?

The course includes a Power Concepts certificate of completion. It is not a vendor certification exam or a professional accounting qualification.

Dates and registration

Dates and fees: Excel Expert Macros and Forms

Choose a session on the booking site, then review the time zone, delivery details and final fee before registering.

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Understand a macro before depending on it

The published Macros and Forms course includes creating macros, reviewing VBA modules, making minor code edits and working with form controls. It is not described as a complete software-development programme.

Use a disposable practice workbook and understand what an action changes before running it on business data. Check your organisation’s macro policy and supported desktop Excel environment. If the goal involves a browser-only workflow, complex VBA development or production integration, confirm suitability before registering.

Set up desktop Excel before macro training

Macros require the appropriate desktop environment for the exercises. Open the supplied workbook through an approved location and follow your organisation’s security policy rather than disabling protections to make an example run. Excel for the web does not create, edit or run VBA macros.

The published Macros and Forms outline includes macros, modules, minor VBA edits and controls. Confirm your operating system and version before an online session, particularly if your everyday work happens in a browser rather than desktop Excel.

Bring a repeatable task to the macro course

Describe a task as a sequence you can perform manually, such as formatting a consistent report and exporting a copy. Identify the input, the expected output and the step that changes between runs. A process that cannot yet be explained is difficult to automate reliably.

The course’s published outline covers macro creation and minor code edits. If your goal involves substantial programming, error recovery or custom application design, ask for a scoped learning pathway rather than assuming one session covers a full VBA development programme.

Allow for testing as well as attendance

Use the exact Macros and Forms booking page for the current fee. When planning the learning budget, reserve a copy of the workbook and time to test the result with different inputs. A macro that works once during class still needs review before it is used on business data.

For a team enquiry, identify who will own the code and how changes are approved. Maintenance and handover can be more important than adding another automated step, and they should be included in the requested scope.

Record a task, then inspect its assumptions

Record a short, repeatable action in a practice workbook and inspect the generated result. Ask what happens if the active sheet changes, a row is added or the selected range is different. Recording captures actions; it does not automatically understand your business rule.

Macros and Forms includes macro creation and reviewing VBA modules. Choose a small safe task for the first exercise, then compare the recorded sequence with the steps you intended before applying it to a larger workbook.

Design a form around valid inputs

A form needs more than controls. Define what each input means, which values are acceptable and where the result should be recorded. A practice request form might use a dropdown for category and a checkbox for a clearly defined option, with visible feedback when required information is absent.

The published course covers buttons, check boxes, dropdowns, scroll buttons and assigning calculations or macros to forms. Confirm the exact control and operating system if you need a particular implementation; similar-looking controls can have different compatibility constraints.

Follow the organisation’s macro security policy

Use only exercise files from an expected source and keep a working copy separate from live data. If a file is blocked, ask the instructor or IT contact for the approved method of opening it. Do not change global security settings simply to remove a warning.

A useful training discussion distinguishes trusting a known exercise from authorising a production macro. Ask how code is reviewed, where trusted files belong and who approves later changes before distributing a workbook that runs automated actions.

Use exercises that expose assumptions

Practise a macro with more than one input. Change the number of rows, rename a sheet in a safe copy and test an empty dataset. Record the expected behaviour before running each test so a surprising result is easy to identify.

The learning objective is not to make deliberately broken examples work at any cost. It is to understand the assumptions, recognise when the macro should stop and know what information to give the person responsible for maintaining it.

Validate a data-entry form’s output

In a practice workbook, enter a complete record, one with a missing required field and one with an invalid value. Check what is written to the destination table in each case. A form should not create a partial row that later appears valid in a report.

The course includes forms and controls, but your requested workflow still needs a clear record structure. Specify whether staff are entering new records, editing existing ones or searching a log; those actions have different validation and maintenance requirements.