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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27 Responses to “9 Box grid for talent mapping – HR for Excel – Template & Explanation”

  1. Robert Clark says:

    Great stuff! I can understand how to add a slicer to the pivot table, but how do you implement the departmental selector on the 'Filter' formula scheme?

  2. Claus Andersen says:

    Just saw this on your Youtube channel, and it’s areat idea...!

    An easy way to overcome the "ugliness" of pivot tables and get it to look nice (in the format of the Output sheet), would be to simply build a sheet with the nice map at the top, a pivot underneath it and a slicer next to formatted map and then reference each of the 9 cells in the formatted map to the “related” cell in the Pivot.

    Keep up the good work!

    /Claus

  3. Madison Fry says:

    Hi Chandoo,

    This is great! Curious how to make additional columns operate the same as the Department column (ex. have a "manager column") that would allow you to sort a 9 box by manager, area, or team in addition to department?

    Feel free to email me if needed! mfry01@minnetronixmedical.com

    Happy New Year

    Madison Fry

    • Ed says:

      I am curious about the smae thing. I would like to populate the 9 box with other views as well by adding additional columns. IE., I would like to add location, region, etc. Thank you.

  4. Matt says:

    This is great, thank you!

  5. Al says:

    How can i see the whole data set of all the teams in the output table. Need a formula that will pick up all the employees

  6. Heather says:

    Hello,
    Love the template. Thank you. Question - the drop down to pick a department on the Output tab does not seem to work on the downloadable template. Am I doing something incorrectly?
    Thank you!

    • Chandoo says:

      Hi Heather... Thank you. I am using Excel 365 to make the calculations. If you are using an older version of Excel, then the drop-down filter won't work.

  7. Rose says:

    Hi
    I was able to follow your 9 box grid and modified based my needs. However, you tutorial did not show how to you create the filter for the "Pick a department. Can you kindly share how to create that filter that updated the grid. Thank you.

  8. Rose says:

    I am working on this project but I am struggling with the data validation for the department. I copy the worksheets data entry and output as the managers want to see different tabs for each managers.
    I updated the source reference for each tab but It does not update the grid based on the new source. The list was updated but it does not populate the grid based on the performance and potential listed.
    In addition the hyperlink Update Data and View Talent Map no longer works. Can you please help me.

  9. Emmanuel Jose Vasquez says:

    I keep getting this error message in the pivot table:

    This formula is invalid or incomplete: 'The expression is not valid or appears to be incomplete. Please review and correct the expression.
    The following syntax error occurred during parsing: Invalid token, Line 1, Offset 14, ‘.

  10. Hi, I used your 9-box excel template with excel 365. First off, thank you so very much. It is incredibly helpful!! My only question is that the boxes aren't big enough for all of the employees (specifically the middle which we call 'Core Employee'). Is there a way to make the boxes larger? Even though it is in excel, I am not able to increase row height (like I normally do in a speadsheet). Any ideas? Thanks again, Jody

  11. Prish says:

    Hi Chandoo,

    Thanks for the great content. Re. 9 box grid, pls advise how do I increase the size of the box to accommodate more names?

  12. Nabil says:

    Merci Chandoo pour le modèle proposé,
    j'ai une question et un souhait est il possible de développer davantage ce modèle en insérant la photo de chaque employé.

  13. Leah says:

    Hi Chandoo!

    Great tutorial and tool, thank you! Your tutorial didn't include how to create additional filters on the "Output" tab. Could you please share how you did it?

  14. Geno says:

    Can this be done exactly in google sheets?

  15. Joanne says:

    Hi Chandoo,
    Thanks for the video it was really helpful. Is there any way to multi select the dropdown to display multiple or all departments rather than just one at once?

  16. Dana says:

    Hello Prish

    I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is?

    Many thanks

  17. Dana says:

    Hello Jody, I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is? Many thanks

  18. Connie Richards says:

    Is there a way to change the 9 box wording descriptions, i.e. Work Horses, to our own internal langauge?

  19. Zee says:

    Hi Chandoo, this is awesome and has worked perfectly. Due to a big organisation the 9 box grid on the output file is too small. I tried adjusting using the row/width ribbon under the format ribbon however it doesn't seem to work. Is there an easier way to adjust this?

    Thanks!

  20. Huy Nghi?a says:

    When I drag the formula, it doesn't work, and the order I use with the data changes. In the beginning, the order is it is " candidates," " potential," and " performance," but when it goes to another column, it is " Potential," Performance," and "Candidates."Can you help me? Thank you very much, sending love from vietnam

  21. Lucia says:

    Hi- I am working on the 9 grid project and I am trying to expand the box since I have over 100 names on a few of the columns. How do I do that?

  22. Zara says:

    Hi, Thank you this is great stuff and really useful.

    As well as department as demonstrated on your clip, how can I display all candidates on the grid at once?

    Many thanks in advance

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