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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17 Responses to “Budget vs. Actual Profit Loss Report using Pivot Tables”

  1. Dau says:

    Good Work, Yogesh & Chandoo! Thanks.

  2. Abdul Kader says:

    Hi everybody,
    first sorry I am late to say something about this topic;actually I was waiting last part
    second I am not accountant I am an Engineer
    third """"Very Important""" the idea is not about Loss but I am sure it is profit
    Based on third it shows:
    1- How to use EXCEL
    2- How to use pivot TABLES
    3- How to collect and arrange DATA
    4- How to make reports

    Many Thanks

  3. UB says:

    Hi Yogesh and Chandoo,

    Thank you for sharing your knowledge!
    You guys are great!

  4. Alejandro says:

    thanks chandoo and yogesh, thanks for you lessons, are great!....i have a idea for a budget. I try to do it..... thanks for all

  5. SAUL ESPINOZA says:

    Thanks a lot for sharing the most powerful tool worldwide "knowledge"
    Warm greetings from Peru

  6. juanito says:

    Hi -
    This is a really great article because it's a simple and common thing you'd want to do with a pivot table but not at all obvious how to do it! So - muchas gracias to Chandoo and Yogesh!
    One thing - I couldn't get past the group error in the sample file. I would click on ungroup but it didn't seem to have any effect. I'd appreciate it if anybody has any pointers here.

    -Juanito

  7. Adam says:

    Hi Chandoo

    I am also having the group error. Can't seem to ungroup? Appreciate if you explain further on the steps required in order to get to calculated items.

    Many thanks and keep up the great work.

    Cheers
    Adam

  8. Catherine says:

    Hi Chandoo,

    I'm struggling resolving the problem depicted below:
    I have a set of data, with (among others) a "Region" field (can be APJ, EMEA, or AMS), and a "Country" field.
    Unfortunately, I need to group data by the following 4 Regions: APeJ, Japan, EMEA and AMS.

    I first tried to make a pivot with Region and Country in the rows (or columns), and then group Country data as per the above.
    Alas, as soon as I have a new Country that appear in my data set, my groupings are broken, and I have to redo the job of ungrouping, grouping etc.

    I thought I could try to use calculated item, by adding first a new column to my dataset concatenating Region_Country, and create an "APeJ" calculated item that would sum all the "APJ_*" and substract the "APJ_Japan", but again, no clue, as I can't find a way to use any wild card in those formulas.

    Given that I already found extremely helpful tips and tricks in your site that helped me manage that bunch of data, I'm pretty sure you'll have a bright idea on how I can solve that one!

    Thanks in advance for your lights!

    • Chandoo says:

      Hi Catherine...

      In such cases, I advice using an additional column in the data itself. You can set-up a grouping table else where with country in first column, region in second column. And then in the data, you can add an extra column and use VLOOKUP to fetch the region based on the country.

      Then feed this entire data (with extra column) to pivot table and use the extra column to group the data.

      • Catherine says:

        Hi Chandoo,

        Thank you for your prompt answer.
        I finally came to the same conclusion - after a rest 🙂 . I was probably too tired Friday evening (it was rather late), having spent hours in manipulating all my surveys data so as to pull rolling averages, make nice graphs and so on, and was trying to find a complex solution when there was a simple one.

        Thanks again,
        Catherine

  9. Tzu says:

    Hey,

    Great post!

    I for example have different database structure with the following fields :

    Date, Expense, Income, Sum (Income - Expense), Category (Sales, Cost of Goods and etc).

    Creating a P&L report for the whole year works great. Including gross margin % and etc.

    Though, creating P&L report by QTR/Month is becoming impossible since i get the following error : “This PivotTable report field is grouped. You cannot add calculated item to grouped filed.”

    Is there a solution for this kind of problem?
     

  10. klumsyboy says:

    Like Adam and Juanito, I also cannot ungroup.

    Would appreciate it if you can add a few more lines and a screenshot or two on where to put the mouse cursor to ungroup. 

  11. klumsyboy says:

    Hi,  I have figured out the ungrouping problem. One of the earlier steps was to group by month, if you pull the month back down to the column then right click and then select ungroup, then pull the month back up so you end up with just data source and budget/actual as the headings, then you can continue on.

  12. Kent Lau says:

    To solve the ungroup problem, my method is:
    Copy the "data" sheet to a whole new Excel workbook
    and directly work on Part 6.

    And since it is a fresh copy, Excel don't show me the "can't ungroup" problem. Hope this help.

    Thank you Yogesh for this wonderful tutorial.

    Kent, Malaysia

  13. felipe says:

    Just when i thought pivots were awesome i learn about inserting the calculated fields and that makes them more awesome. chandoo where have you been all my life.

  14. barrierone says:

    Hello - your P&L pivot version has really impressed my boss and would like to use it. I have applied it for a actual vs budget vs forecast model I have created. One problem. In your variance above the operating profit percent % variance shows 33.8% but I want it to show (0.01) point or the true diff from prior budget.

    I know I can add calculation to the side but boss would like to see it in pivot table.

    Please help
    Thanks

  15. barrierone says:

    I have a further query which may solve my above dilemma. Is it possible to add a column that calculates percent increase. So in the example above a new column would be added to show variance %.

    Any help would be appreciated.

    Thanks