Macros are a function of Microsoft Excel that enable you to automate repetitive tasks. In essence, they make you much more efficient and eliminate human error.

A Macro enables you to record an Excel process. You can then put a button that will repeat the task, by simply pushing the button. Anyone working in Finance or with Data should learn how to use Macros in Excel.


Macros are recorded using VBA or Visual Basics. This is a programming code that you can also choose to learn. However, this is a complex code to learn and for most people simply allowing Excel to record the Macro, using its easy to use macro function will be enough.

Why Use Macros in Excel?

The importance of the task and process can vary. We see simple processes automated, but also complex tasks with significant outputs. There must, however, be repetition in the process to ensure that the macro can be used. If the task changes at times, this will make it hard to automate.

Here are some examples of how you may choose to use macros.

Data Management

Macros can be used to cleanse data. Most people who work with large amounts of data will need to clean up the formats and change the data. This means that Macros could be used to change large amounts of data to a format that you like. This removes everyday Excel tasks.

Creating Summaries

Use Macros to link and provide totals across an entire workbook. This is common that a process needs a summary sheet and will require the same process. Other tasks could be creating a table of contents, creating a summary report to export.

Pivot Table related Tasks

Pivot tables are so powerful for analysis, creating summary totals and data manipulation. However, if you create Pivot tables or Pivot charts for your work there can be solutions to help. Many people automate the creation of Pivot Tables and Pivot Charts for their data. Macros are the best way to achieve this.

Exporting / Importing Data

Many people export data in a variety of formats. This process can be repetitive and this can use valuable time. It is common that this requirement will be used in a wide range of industries. This will often use Macros to automate the Import or Export, as well as reformatting or arranging the information.

Final Reporting

Many people create a final report from the data that they are working on in Excel. The report often has a set format and it can be a repetitive task. This can use your time at work. Many organisations will automate this take. Again Macros are the best way to ensure that the reports are consistent.

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