3-day Virtual Seminar

Macro Recording, Execution & Excel Workflow Automation

Overview

This webinar will train participants on how to use Macro Recording in Excel to automate real office workflows.

Participants will learn:

• how macros work
  
• how to record and execute macros correctly
  
• how to assign macros to buttons and shortcuts
  
• how to build automated reporting workflows
  
• common mistakes that cause macros to fail
  
• how to convert manual steps into repeatable automation

Focus will be on corporate reporting automation, ensuring outputs are consistent, fast, and professional.

Why you should Attend

• Are you wasting hours every week doing the same Excel tasks again and again?
  
• Do mistakes happen because of manual formatting or copying?
  
• Are you dependent on others for automation or VBA?
  
• Do you want to automate reports in a single click?
  
• Do you want to work faster than other professionals and stand out in Excel skills?

Areas Covered in the Session

What is a Macro & where it helps in corporate work

• Understanding Macro Recorder (how it captures steps)
  
• Enable Developer Tab & Macro Security settings

Recording first macro (example workflow)

• Running macros safely and correctly
  
• Run, step-by-step, stop, edit
  
• Storing macros properly
  
• This workbook vs Personal Macro Workbook
  
• Creating automation buttons
  
• Assign macro to shape/button
  
• Add macro to Quick Access Toolbar
  
• Macro-friendly workflow practices
  
• structured tables
  
• fixed ranges vs dynamic ranges
  
• Automating common office tasks:
  
• formatting report template
  
• cleaning raw export
  
• removing blanks, duplicates
  
• auto date stamp + file naming
  
• copy-paste values
  
• generate summary sheet
  
• reference errors
  
• workbook format issues (.xlsm)

Who Will Benefit

• MIS Executives / MIS Analysts
  
• HR / Payroll Executives
  
• Accounts & Finance Professionals
  
• Sales Coordinators / Sales Reporting Teams
  
• Operations & Admin Teams
  
• Data Entry / Back Office Teams
  
• Working Professionals using Excel daily
  
• Students preparing for corporate Excel roles