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

transcript

Macros For ReflectionsChristopher GuertinVAMC – West Palm Beach, FLChristopher.Guertin@VA.GOV

20th /June 2012

VETERANS HEALTH ADMINISTRATION

Objectives• Define what a Macro is• Tell the differences between VB and VBA• Be able to Create/Record/Edit a Macro• Be able to Import/Export a Macro• Explain when and why we would use a Macro in

Reflections• Understand basic code• Know where to go for more info/help

What is a Macro?• Macro (noun) Webster Dictionary• a single computer instruction that stands for a

sequence of operations • Sometimes referred to as: Macroinstruction

VB vs VBAVB – Visual Basic• Standalone• Can be used complied

into an executable and run outside the host

• Uses same syntax as VBA

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 VB4

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

What a Macro Can Do?• Automating almost anything• Run complex data/code• Manipulate data into more useable form• Passing Data Between Applications• Error Checking and Handling

Benefits of Macros for Reflections

• Easy to use and share• Change Screen Fonts, Color, Size• Assign Functions to Buttons, Keys, Mouse, Events• Allow User Input for Fileman Reports• Allow Fileman Reports to be Dynamic• Clean up “Dirty Data”• Complete Repetitive Tasks• Transfer Data to/from MS Office Products• No Programmer Access Required

Security• DO NOT put your username or password into a

macro to use as an AutoLogin• Code Entered is generally not considered Encrypted

Getting Started

Sample Reflections Screen

Where to find

Enable Macros in Reflections

•If the Macro Menu is not listed please follow step in word document

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

How to Record• Macro Start Recording

• Stop, Pause, Annotate

• Can Edit, Create button, Map to key

How to Edit Macro• Macro Macros Edit

Creating Macro• Macro Macros• Type in name under Macro Name:

• Open the saved Vista Reflections session

• There are two ways to run the macro:

1. By pressing the newly created button for macro

2. Alternative way is run macro from the Macro menu – Select Macro menu on the main

Vista screen– Select Macros submenu to open a

Macros screen– On Macros tab select the desired

macro and press Run button

• The macro will start running and may prompt user for input

Run Macro

Stopping a Macro• Macro Stop Macro• Ctrl+Break• Create a Button

Import Macro• Select Macro menu on the

main Vista screen• Select Macros… submenu

to open the Macros screen• On the Macros screen

select Macro File tab• Press Browse… button to

open Select a Macro File window

Import Macro (cont…)• On the Select a Macro

File screen select the desired macro (.rma file)

• Click OK button• Macro name will appear

in the Macro file name field on the Macros screen

• Press Import button to import macro

• Macro Visual Basic Editor (Alt+F11)

• In Visual Basic Editor– File Import File– Select .frm file– When highlighted click Open– Make sure the .frm and .frx are

in the same folder

Importing Forms

• In Project• Click + next to Form• The form you imported

should now display• Double click on the form

you added and it will appear

Importing Forms(cont.)

• Macro Visual Basic Editor (Alt+F11)

• Tools References

• Check Box– Checked Add– UNcheck Remove

• Click OK

Adding / Removing Object Libraries

Using Macros

Assigning Macro to Key• Setup Keyboard Map

Assigning Macro to Mouse Button

• Setup Mouse Map

Assigning to Button on Toolbar

• Right Click Tool Bar

• Setup Toolbars Customize New Button

• After Recording – Check – Create Button

Customizing Buttons

• Setup Events• Highlight Event Requested

– Click Properties to View/Edit– Or New to Create One

• Event Type:• Enabled• Text• Run this Event• Action

– Macro– Visual Basic

Event(cont.)

Save Vista Reflections Session

• Select File menu on the main Vista Reflections screen

• Select Save As… submenu to open the Save Settings screen

• On the Save Settings screen select the desired directory to save the session in (you will not be able to save the session in the default directory)

• Type the new file name for the session and press Save button (make sure the file extension is .r2w)

User Input

User Input• Wait for Input into Reflections

– Message Box to Help

• Input Box• User Form

Message Box

Input Box

User Input - form• Many Input boxes can be used or one user form• Default Values may be set

User Form• Could be a course

all by itself• Many Options

– Label– Text Box– Combo Box– List Box

User Form - WYSIWYG

• What You See Is What You Get

User Form – How the User Sees It

Examples

• Create Macro Change Column Size

Switch Column Size

Screen Capture to Text FileLogging On/Off

Prescription Fileman• Easy to Use Interface• Fileman Access Required• No Need to Know Fileman• Allow Direct to Excel • 2 Drugs• Drug + Allergy• Customizable output

Prescription Converter• Can Use Fileman to get data• Allows Rxs to be converted one at a time• Automate Complex Process• Saves Time Money• Offers Consistency• Can Send/Receive Data Directly from Excel

More Examples

• SharePoint• http://vaww.infoshare.va.gov/

sites/vapharmacyinformatics/WIKI/VBA/Home.aspx

Basic Code

Date Converter• Converts Date to Format Useable by VISTA

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

Expressions• Operators

– Arithmetic• +, -, *, /

– Comparison• >, < , =

– Concatenation• &, +

– Logical• And, Not, Or

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

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

VB Codes

Ascii Codes

Message Box Code Values

Functions• Format• Transmit• WaitForString• Ucase• Lcase

• Able to create your own– Allows for only one set of code(refer to it)

More Info

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

Good Habits• Create in Test Account if possible• Be careful and use checks when user will be creating

orders• Validate Data

Help File• Can be useful to learn Syntax and Concepts

Help File

Methods Properties Events

More Help• Pharmacy ADPAC Email Group• Attachmate Guide• Visual Basic Books / References• VBA Books• Google • SharePoint

The Present/Future• SharePoint Site

http://vaww.infoshare.va.gov/sites/vapharmacyinformatics/WIKI/VBA/Home.aspx

• Share Design Ideas• Integrate Fileman Routines• Macro Classes• Seamless Data Transfer to MS Office Products• VBA / Macro Education Series

– Reflections– MS Office

VBA – Adding to MS Office Products

• Office Button Options Popular – Show Developer Tab in the Ribbon

Questions

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

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