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Macros For Reflections

Macros For Reflections. Christopher Guertin VAMC – West Palm Beach, FL Christopher.Guertin@VA.GOV. Objectives. Define what a Macro is Tell the differences between VB and VBA Record a Macro Edit a Recorded Macro Create a Macro Explain when and why we would use a Macro in Reflections.

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Macros For Reflections

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  1. Macros For Reflections Christopher Guertin VAMC – West Palm Beach, FL Christopher.Guertin@VA.GOV

  2. Objectives • Define what a Macro is • Tell the differences between VB and VBA • Record a Macro • Edit a Recorded Macro • Create a Macro • Explain when and why we would use a Macro in Reflections

  3. What is a Macro • Macro (noun) Webster Dictionary • a single computer instruction that stands for a sequence of operations • Sometimes referred to as: Macroinstruction

  4. VB vs VBA VB – Visual Basic VBA- Visual Basic For Applications Requires an Application Reflections Excel Word Access Is complied and run within inside the host only Uses same Syntax as VB • Standalone • Can be used complied into an executable and run outside the host • Uses same syntax as VBA

  5. Why use a Macro • Saves Times • Consistent Data • Easy to make both minor and major changes • Exportable / Importable • Multiple + Easier to use interfaces • Allows for User Input • Software Already Available

  6. What a Macro Can Do • Automating almost anything • Mouse, Keyboard, Options on Menu • Creating Dialog Boxes or User Forms • Passing Data Between Applications • Error Checking and Handling

  7. Benefits of Macros for Reflections • Examples: • Change Screen Fonts, Color, Size • Assign Functions to Keys • Allow User Input for Fileman Reports • Allow Fileman Reports to be Dynamic • Clean up “Dirty Data” • Complete Repetitive Tasks • Works well with Fileman • Transfer Data to/from MS Office Products • No Programmer Access Required

  8. Security • DO NOT put your username or password into a macro to use as an AutoLogin • Code Entered is generally not considered Encrypted

  9. Sample Reflections Screen

  10. Naming a Macro • Must start with letter • May Contain Numbers, Letters • May use an Underscore • 80 Character Max • No Special Characters or Spaces • Example: INPT_WORKLOAD_2011

  11. How to Record • Macro  Start Recording • Stop, Pause, Annotate • Can Edit, Create button, Map to key

  12. How to Edit Macro • Macro  Macros  Edit

  13. Creating Macro • Macro  Macros • Type in name under Macro Name:

  14. Assigning Macro to Key • Setup  Keyboard Map

  15. Assigning Macro to Mouse Button • Setup  Mouse Map

  16. Assigning to Button on Toolbar • Right Click Tool Bar • Setup  Toolbars Customize  New Button • After Recording – Check – Create Button

  17. Customizing Buttons

  18. Stopping a Macro • Macro  Stop Macro • Ctrl+Break • Create a Button

  19. Saving Macro • File  Save As

  20. Saving Tool Bars • Setup Toolbar…  Settings

  21. VBA – Adding to MS Office Products

  22. Customize Quick Access Toolbar • Customize Quick Access Toolbar  More Commands  Customize

  23. Adding / Removing Object Libraries • Tools  References

  24. User Input • Wait for Input into Reflections • Message Box to Help • Input Box • User Form

  25. Message Box

  26. Input Box

  27. User Form

  28. User Form • Could be a course all by itself • Many Options • Label • Text Box • Combo Box • List Box

  29. User Form - WYSIWYG

  30. User Form – How the User Sees It

  31. Date Converter • Converts Date to Format Useable by VISTA

  32. Format Date / Time • Format() • Format(expression[, format[, firstdayofweek[, firstweekofyear]]]) • strDate = Format(strDate, "dddd,mmm d yyyy") • Wednesday, Aug 3 2011 • MyStr = Format(strTime, "hh:mm:ss AMPM") • 05:14:03 AM

  33. Expressions • Operators • Arithmetic • +, -, *, / • Comparison • >, < , = • Concatenation • &, + • Logical • And, Not, Or

  34. Variables • Variables • Naming • Must start with letter • Can be up to 255 characters • Cannot contain a Space but can use underscore • Cannot contain Operators or Special Characters

  35. Variable Life • Should be declared • Procedure • Only for that Procedure • Automatically declared • Dim strDRUG as String • Private • All Procedures in the Module • Private strDRUG as String • Public • All Procedures in All Modules of Project • Public strDRUG as String

  36. VB Codes

  37. Ascii Codes

  38. Message Box

  39. Statements • If - Then • If – Then – Else • If – Then – ElseIf – Else • GoTo • Select Case

  40. Loops • For – Next • For Each – Next • Do While – Loop • Do – Loop While • While – Wend • Do Until – Loop • Do – Loop Until

  41. Comparison Operators

  42. Logical Operators

  43. Functions • Format • Transmit • WaitForString • Ucase • Lcase • Able to create your own • Allows for only one set of code(refer to it)

  44. Good Habits • ‘ Apostrophe • for comment(will not run) • Comment • Top: User, Date, Explain Function • After Code • Declare Variables at Top • TALLman Lettering • Use Error Handler • Try to make more universal

  45. Good Habits • Create in Test Account if possible • Be careful and use checks when user will be creating orders • Validate Data

  46. Switch Column Size • Create Buttons to Change Column Size

  47. Screen Capture to Text FileLogging On/Off

  48. Changing the Color of the Screen • Differentiate Screens • Allows users to easily change to preferred color scheme

  49. How to Run Macro • Macro  Macros • Select from list and click Run

  50. Run a Macro • Click on Button Created

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