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Ravi's plan is that when users click the Add Customer button in the range D3:E3, the Customers worksheet opens and Excel adds a new, blank record to the Customer table, where users can insert the new customer information. Record a macro to automate the Add Customer button as follows:

Enable all macros in the workbook (if necessary), and then display the Developer tab on the ribbon.
Record a macro stored in this workbook using Add_Customer as the name of the macro.
While recording the macro, display the Customers worksheet.
Also, while recording the macro, add a new blank record to the end of the Customer table.
Stop recording the macro.
Assign the Add_Customer macro to the Add Customer button and then run the Add_Customer macro to make sure it inserts a new record at the bottom of the Customer table on the Customers worksheet

User Jianfeng
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2 Answers

2 votes

Final answer:

The question asks how to record and assign a macro in Excel to add a new customer record to a table. The macro, 'Add_Customer', should be recorded to automate the display of the Customers worksheet and insertion of a new record. The macro is then assigned to a button and tested.

Step-by-step explanation:

The subject of the question is creating and applying macros in Microsoft Excel to optimize tasks. This task involves recording a macro named Add_Customer that, when triggered, automatically navigates the user to the Customers worksheet and appends a new blank record to the bottom of a table. Here are the steps you would follow to achieve Ravi's plan:

  • First, enable all macros in the Excel workbook through the Trust Center Settings.
  • Display the Developer tab by customizing the ribbon to include it.
  • Click 'Record Macro' on the Developer tab, and give the macro the name Add_Customer, ensuring that it's stored in the current workbook.
  • Select the Customers worksheet to make it the active sheet.
  • Insert a new blank row at the bottom of the Customer table, which is typically done by selecting the next available row and using the 'Tab' key, or by selecting the table and using Excel's table tools to add a new row.
  • Stop recording the macro after the blank record is added.
  • Assign the recorded macro to the Add Customer button by right-clicking the button, selecting 'Assign Macro', and then choosing Add_Customer.
  • Test the macro by clicking the Add Customer button to confirm that a new blank record is added to the Customer table.

By recording a macro that performs these actions, users can more efficiently manage customer data within an Excel workbook.

User Ollien
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7 votes

Final answer:

The question entails creating an Excel macro named Add_Customer that opens the Customers worksheet and adds a new blank record to the Customer table when a button is clicked. This process involves enabling macros, recording the macro while performing the necessary actions, and assigning it to the button.

Step-by-step explanation:

The question revolves around the use of macros in Microsoft Excel to automate tasks. Specifically, the task is to record a macro for adding a new blank record in the Customer table on the Customers worksheet whenever a button is clicked. Here's a step-by-step explanation:

  1. First, ensure macros are enabled in the workbook. This may require changing the macro security settings through the Trust Center.
  2. Show the Developer tab on the Excel ribbon. This can be done by customizing the ribbon in Excel options and checking the Developer tab.
  3. Start recording a macro by clicking on 'Record Macro' in the Developer tab. Name the macro Add_Customer and store it in the current workbook.
  4. Select the Customers worksheet to make it active during the macro recording.
  5. Add a new blank record to the Customer table by selecting the table and using the tab key to navigate to the last cell in the last row, then pressing Tab again to create a new record.
  6. Stop recording the macro by clicking on 'Stop Recording' in the Developer tab.
  7. Assign Add_Customer macro to the Add Customer button by right-clicking on the button, selecting 'Assign Macro', and choosing the Add_Customer macro.
  8. Lastly, test the macro by clicking the Add Customer button to ensure it adds a new record to the Customer table as intended.
User Assad Ullah Ch
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