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, it will be hard to automate.

Furthermore, 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 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 and a summary report to export.

Pivot Table-related Tasks

Pivot tables are 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. This requirement is expected to be used in a wide range of industries. This will often use Macros to automate the Import or Export and reformat or arrange the information.

Final Reporting

Many people create a final report from the Excel data they are working on. The report often has a set format and can be repetitive. 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.

If you are interested in gaining advanced excel skills, you can find details of the training courses on our site. Click here for details of our Online Advanced Excel Course or Corporate Training.