Excel Macros to Automate IR Office Tasks
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Presenter(s):
Polly Prewitt-Freilino, Mount Holyoke College
Requirements:
Laptop required
Software required: Microsoft Excel (version 2010 or later)
Prerequisites:
To participate in this workshop, an attendee will need to:
1. Have Excel 2010 or later with VBA enabled on their laptop; no prior VBA or macro building experience is required.
2. Have knowledge/experience in constructiong formulas in Excel (including experience with COUNTIFS, SUMIFS, AVERAGEIFS, and VLOOKUP).
*Please note: in order for the workshop to begin on time and cover all material as described, participants are expected to arrive at the workshop with all software and supplemental materials pre-loaded on to their laptops.
Description:
Microsoft Excel macros can greatly increase the productivity of the institutional research (IR) office. Participants will learn to use formulas, cell references, and Visual Basic for Applications (VBA) to enhance the production and deployment of IR functions, including data preparation and custom report generation for different individuals and groups. Intended outcomes include: understanding the use of VBA for automating tasks; troubleshooting broken code and formula errors; and adapting automation to IR-related projects. Participants receive a reference workbook with hands-on examples of sample code to enhance the efficiencies of their own IR offices.
Intended Learning Outcomes:
Participants in this workshop will:
1. Learn how to enable, record, edit, and run automated processes in Excel.
2. Utilize macros to automate the creation of customized reports to individuals or groups.
3. Generate calculated columns or re-code data sets.
4. Create macros that will automatically update maps and charts with new information.
5. Automate the distribution of customized reports to secure file sharing services or to email accounts.
6. Contemplate how to leverage technology to increase the efficiency of the IR office.
Presenter(s):
Polly Prewitt-Freilino, Mount Holyoke College
Requirements:
Laptop required
Software required: Microsoft Excel (version 2010 or later)
Prerequisites:
To participate in this workshop, an attendee will need to:
1. Have Excel 2010 or later with VBA enabled on their laptop; no prior VBA or macro building experience is required.
2. Have knowledge/experience in constructiong formulas in Excel (including experience with COUNTIFS, SUMIFS, AVERAGEIFS, and VLOOKUP).
*Please note: in order for the workshop to begin on time and cover all material as described, participants are expected to arrive at the workshop with all software and supplemental materials pre-loaded on to their laptops.
Description:
Microsoft Excel macros can greatly increase the productivity of the institutional research (IR) office. Participants will learn to use formulas, cell references, and Visual Basic for Applications (VBA) to enhance the production and deployment of IR functions, including data preparation and custom report generation for different individuals and groups. Intended outcomes include: understanding the use of VBA for automating tasks; troubleshooting broken code and formula errors; and adapting automation to IR-related projects. Participants receive a reference workbook with hands-on examples of sample code to enhance the efficiencies of their own IR offices.
Intended Learning Outcomes:
Participants in this workshop will:
1. Learn how to enable, record, edit, and run automated processes in Excel.
2. Utilize macros to automate the creation of customized reports to individuals or groups.
3. Generate calculated columns or re-code data sets.
4. Create macros that will automatically update maps and charts with new information.
5. Automate the distribution of customized reports to secure file sharing services or to email accounts.
6. Contemplate how to leverage technology to increase the efficiency of the IR office.