Excel Skills for Bus

Week
Practice

Week 6: Learning Objectives

Identify the Uses of Macros in Excel
Create Basic Macros to Automate Repetitive Tasks
Edit Macros to Extend their Functionality
Manage Macros Efficiently

Scenario
You have been asked to organise Invoicing and data management in Radmehr Accounting Services business

* Data Entry sheet is for entering data for each customer

* Table sheet is the data base for invoices
* Invoice Template sheet creates invoices for any selected invoice number

You will need to complete the following tasks on the above mentioned sheets to update the Table sheet and prepare the Invoice Template sheet for the invoicing process

1 Go to the Table sheet, convert it to a table and use Named Ranges on the columns
2 Provide required formulas for Total, Discount (5% Discount for more than 10 hours service), Total Amount Due and Total Revenue
 3 Go to the Data Entry sheet, enter Date: 2016-08-04, Customer Name: Rod Ltd, Hours of service provided: 22, and Fee: $50
4 Create a new macro called Transfer to transfer entered data from the Data Entry sheet to the Table sheet. (Hint: you will need to apply Use Relative References in some p
5 More hints about the macro: you can use Ctrl+Home and Ctrl+down arrow to go to the next available row. Invoice number should be based on the previous invoice numbe
6 Make sure before you stop recording the macro, you go back to the Data Entry sheet, delete the current data and prepare it for the next entry
7 Assign a button to the Transfer macro in the Data Entry sheet
8 Go to the Invoice Template sheet and provide all needed formulas based on the Invoice Number (Hint: use VLOOKUP when needed)
9 Create a new macro called Issue_Invoice, which should ask for an invoice number to issue an invoice, assign a button to the macro and place it in the Table sheet
10 Enter the following table in the Data Entry sheet one by one and use your Transfer macro to transfer them to the Table sheet

Date Customer Name Hours of Service Provided Fee per hour

8/10/2016 Loil Pty Ltd 30 $ 55.00
8/21/2016 King Pty Ltd 60 $ 52.00
8/29/2016 Siroos Pty Ltd 20 $ 54.00
9/1/2016 Behrooz Pty Ltd 9 $ 51.00

11 Issue invoices for the last 2 customers, make a copy of them and change the sheet name to the invoice number
12 Make sure that you save your file properly to be able to have the macros active when you re-open them

Well done! Don't forget to save your workbook.

Excel Skills for Business: Intermediate II
Week 6: Macros
Practice Challenge
will need to apply Use Relative References in some parts of your macro)
mber should be based on the previous invoice number
 Data Entry
Date

Customer Name
Hours of Service Provided
Fee per hour
Invoice Number Date Customer Name Hours of Service Provided

100 8/1/2016 Sami Pty Ltd 20

101 8/2/2016 King Pty Ltd 8
Fee per hour Total Discount Total Amount Due
$ 50.00
$ 51.00
Total Revenue
Radmehr Accounting Services
Customer:
Invoice Number:
Invoice Date:

Service Hours Rate per Hour Total

Total
Less 5% Discount (For more than 10 hours service)
Total amount due