Build your own Excel shortcuts. Keep using them every month.
Describe the job in plain English. Macro Wizard turns your instructions into VBA automation you can review, test, improve and save right inside the Assist Pro toolbar.
You know the steps you repeat: clean the export, check the amounts, flag the exceptions, rebuild the report. Turn that knowledge into a personal Excel tool and keep it ready for the next file.
Unlimited macro generation30 personal saved macrosCreate, edit and rerunIncluded in Assist Pro and the Pro+ bundle
Go from a good first prompt to a routine you can rely on.
Learn to define exact rules, review generated code, edit saved macros and test repeat runs. The dedicated learning guide brings the full workflow, controls, examples and troubleshooting together.
Write a stronger brief
Use exact sheet names, table headers, thresholds and output names. Compare weak prompts with copyable examples.
Refine and manage your macros
Choose Edit Last Macro, Save as New, Overwrite or Recycle with a clear understanding of what each does.
Test the result before saving
Check scope, row counts, amounts, known exceptions and repeat runs, then troubleshoot specific problems.
Use the sample workbook to build your first routine. Follow the steps at your own pace, then try another prompt.
Step 1 of 6
1. Download and make a copy
Download the practice workbook, save a working copy and open it in desktop Excel. The Accounting Demo sheet contains 500 sample records in AccountingDemoData. Its other tabs contain prompts and tips. Download practice workbook
2. Check your Excel setup
Confirm Assist Pro is installed and activated. If Macro Wizard cannot insert a macro, complete the one-time Excel setup below. See the Excel setting
3. Choose your first task
Start with cleaning, then try duplicate flags or a monthly summary.
Create a macro that cleans the AccountingDemoData table on the Accounting Demo sheet. Trim extra spaces, standardise text capitalization, convert valid text amounts to numbers and convert valid dates to Excel dates. Highlight values that cannot be converted. Do not delete any rows.
4. Create and review
Open the Assist Pro tab, choose Create Macro, paste your prompt and click Get Macro. Read the explanation and confirm the target is Accounting Demo / AccountingDemoData. Check for unintended deletion or overwriting before running.
5. Run, check and refine
Run on the copy. Confirm the source still contains 500 records. Check row counts, amounts, known exceptions and clean records. Review highlighted conversion failures. If the result needs work, describe the correction in Teach Assist Pro or use Edit Last Macro. Run it again and confirm it does not duplicate output.
6. Save it for next time
Once the result passes your checks, choose Save Last Macro and give it a useful name, such as Demo Export Cleaner. Choose an available personal slot and find it again under Saved Macros. You have just turned a repeated task into your own Excel tool.
This guide runs in your browser. Macro generation and testing happen in Excel.
One-time Excel setup
Allow Macro Wizard to access the VBA project.
If Macro Wizard cannot create or insert a VBA action, Excel may be blocking programmatic access to the VBA project. In Excel, open File → Options → Trust Center → Trust Center Settings → Macro Settings, then enable Trust access to the VBA project object model.
Close and reopen Excel, then try the workflow on a copy of a workbook.
Included in Assist Pro
Unlimited generation. Thirty personal macros.
Create, edit, test and rerun macros. Save up to 30 personal routines on Assist Pro or the Pro+ bundle.
