What is VBA & Writing your First VBA Macro in Excel [VBA Crash Course Part 1 of 5]

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This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.

Introduction to VBA & Excel Macros - What are they & Writing your First Macro using Excel

  1. What is VBA & Writing your First VBA Macro in Excel
  2. Understanding Variables, Conditions & Loops in VBA
  3. Using Cells, Ranges & Other Objects in your Macros
  4. Putting it all together – Your First VBA Application using Excel
  5. My Top 10 Tips for Mastering VBA & Excel Macros

Introduction to Excel VBA

Everyone has a language. My mother tongue is Telugu. But I also speak Hindi, English and Cutish (that is the language my 2 year old kids speak). You may be fluent in English, Spanish, French, German or Vietnamese.

Just like you and I, Excel has a language too, the one it can speak and understand. This language is called as VBA (Visual Basic for Applications).

When you tell instructions to Excel in this VBA language, Excel can do what you tell it. Thus enabling you to program Excel so that you can automate a boring report, format a big&ugly chart, clean-up some messy data or just play some random noises.

What is a Macro then?

A macro is nothing but a set of instructions you give Excel in the VBA language.

Writing Your First Macro

Note: If you are new computer programming, watch our Introduction to Programming Video before proceeding.

In order to write your first VBA program (or Macro), you need to know the language first. This is where Excel’s tape recorder will help us.

Tape Recorder?!?

Yes. Excel has a built-in tape recorder, that listens and records everything you do, in Excel’s own language, ie VBA.

Since we dont know any VBA, we will use this recorder to record our actions and then we will see recorded instructions (called as code in computer lingo) to understand how VBA looks like.

Our First VBA Macro – MakeMeRed()

Now that you understand some VBA jargon, lets move on and write our very first VBA Macro. The objective is simple. When we run this macro, it is going to color the currently selected cell with Red. Why red? Oh, red is pretty, bright and awesome – just like you.

This is how our macro is going to work when it is done.

Demo of your first macro using Excel VBA - A button to make any cell red

6 steps to writing your first macro

I don’t see Developer Ribbon. Now what? 

If you do not see Developer ribbon, follow these instructions.

Excel 2007:

1. Click on Office button (top left)
2. Go to Excel Options
3. Go to Popular
4. Check “Show Developer Tab in Ribbon” (3rd Check box)
5. Click ok.

Excel 2010:

1. Click on File Menu (top left)
2. Go to Options
3. Select “Customize Ribbon”
4. Make sure “Developer tab” is checked in right side area
5. Click ok.

Step 1: Select any cell & start macro recorder

This is the easiest part. Just select any cell and go to Developer Ribbon & click on Record Macro button.

Recording a Macro using Excel Macro Recorder - Crash Course in Excel VBA

Step 2: Give a name to your Macro

Specify a name for your macro. I called mine MakeMeRed. You can choose whatever you want. Just make sure there are no spaces or special characters in the name (except underscore)

Click OK when done.

Step 3: Fill the current cell with red color

This is easy as eating pie. Just go to Home ribbon and fill red color in the current cell.

Step 4: Stop Recording

Now that you have done the only step in our macro, its time to stop Excel’s tape recorder. Go to Developer ribbon and hit “stop recording” button.

Stopping Excel's Macro Recorder - Excel VBA Crash Course

Step 5: Assign your Macro to a button

Now go to Insert ribbon and draw a nice rectangle. Then, put some text like “click me to fill red” in it.

Then right click on the rectangle shape and go to Assign Macro. And select the MakeMeRed macro from the list shown. Click ok.

Assigning Macros to Buttons - Excel VBA Crash Course

Step 6: Go ahead and play with your first macro

That is all. Now, we have linked the rectangle shape to your macro. Whenever you click it, Excel would drop a bucket of red paint in the selected cell(s).

Go ahead and play with this little macro of ours.

Understanding the MakeMeRed Macro Code

Now that your first macro is working, lets peek behind the scenes and understand what VBA instructions are required to fill a cell with red.

To do this, right click on your current sheet name (bottom left) and click on View code option. (You can also press ALT+F11 to do the same).

This opens Visual Basic Editor – a place where you can view & edit various VBA instructions (macros, code) to get things done in Excel.

Understanding the Visual Basic Editor:

Before understanding the MakeMeRed macro, we need to be familiar with VBE (Visual Basic Editor). See this drawing to understand it.

Understanding Excel Visual Basic Editor - Crash Course in Excel VBA

Viewing the VBA behind MakeMeRed

  1. Select Module 1 from left side area of VBE (called as Project Explorer).
  2. Double click on it to open it in Editor Area (top right, big white rectangle)
  3. You can see the VBA Code behind MakeMeRed

If you have followed the instructions above, your code should look like this:

Sub MakeMeRed()
'
' MakeMeRed Macro
'
With Selection.Interior
.Pattern = xlSolid
.PatternColorIndex = xlAutomatic
.Color = 192
.TintAndShade = 0
.PatternTintAndShade = 0
End With
End Sub

So much for a simple red paint!!!

Well, what can I say, Excel is rather verbose when it is recording.

Understanding the MakeMeRed VBA Code

Lets go thru the entire Macro code one line at a time.

  • Sub MakeMeRed(): This line tells Excel that we are writing a new set of instructions. The word SUB indicates that the following lines of VBA are a sub-procedure (or sub-routine). Which in computer lingo means, a group of related instructions meant to be followed together to do something meaningful. The Sub-procedure ends when Excel sees the phrase “End Sub”
  • Lines starting with a single quote (‘): These lines are comments. Excel will ignore anything you write after a single quote. These are meant for your understanding.
  • With Selection.Interior: While filling a cell with Red color may seem like one step for you and I, it is in fact a lot of steps for your computer. And whenever you need to do a lot of operations on the same thing (in this case, selected cell), it is better to bunch all of them. This is where the WITH statement comes in to picture. When Excel sees With Seletion.Interior, Excel is going to think, “ok, I am going to do all the next operations on Selected Cell’s Interior until I see End With line
  • Lines starting with .: These are the lines that tell Excel to format the cell’s interior. In this case, the most important line is .Color = 192 which is telling Excel to fill Red color in the selected cell.
  • End With: This marks the end of With block.
  • End Sub: This marks the end of our little macro named MakeMeRed().

Few Tips to understand this macro better:

Once you are examining the macro code, here are a few ways to learn better.

  • Change something: You can change almost any line of the macro to see what happens. For example, change .color = 192 to .color = 62 and save. Then come back to Excel and run your macro to see what happens.
  • Delete something: You can remove some of the lines in the macro to see what happens. Remove the line .PatternColorIndex = xlAutomatic and run again to see what happens.

Download Example Workbook to learn VBA

Click here to download the example workbook with MakeMeRed Macro.
Excel 2003 Compatible Version here.
Play with the code & understand this better.

What Next – Understanding Variables, Conditions & Loops

In the part 2 of this tutorial, Learn about variables, conditions & loops – basic programming structures of VBA.

Do you write VBA Code? Share your experience?

Thanks to my college education & job experience. I am trained to be a programmer. So I find VBA quite intuitive and easy to use. But that may not be the case for many of you who latch on to VBA without any formal education.

I would like to know how you learn VBA and what experiences you had when you wrote that first macro. Please share using comments.

Join Our VBA Classes

We run an online VBA (Macros) Class to make you awesome. This class offers 20+ hours of video content on all aspects of VBA – right from basics to advanced stuff. You can watch the lessons anytime and learn at your own pace. Each lesson offers a download workbook with sample code. If you are interested to learn VBA and become a master in it, please consider joining this course.

Click here to learn more and Join our VBA program.

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13 Responses to “Using pivot tables to find out non performing customers”

  1. David Onder says:

    To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales).  Now I can show more than one year, I can summarize - I can do many more things with it.  ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format.  Much easier in my opinion.

    David 

    • Chandoo says:

      Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.

  2. Martin says:

    David, I was just about to post the same!
    In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
     
    Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
     
    Rgds,

  3. JMarc says:

    Chandoo,
    If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :  =IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))
     This formula will sum the sales from Selected Year to 2012.

    JMarc

  4. Elias says:

    If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
     
    Regards

  5. RichW says:

    I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
    Change the helper column to:
    =IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
    And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.

  6. Kevin says:

    Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
     
    Cheers

  7. Kevin says:

    Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious?  I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
     
    Thanks again

  8. Kevin says:

     
    worked it out thanks...
    when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated 
     
    Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.

  9. Bermir says:

    Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula

    =2000+MATCH(1000000,E5:P5)

    will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.

    • Bermir says:

      Somewhat longer but perhaps a bit more solid (with the column titles in row 4):

      =RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)

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