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.