This course is designed for those interested to learn the basics of creating report generating bots, making file paths dynamic, communicating with users, activating the macro, and adding a message box. Read more.
Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Students (secondary or post secondary)
- Office workers
- Professionals, and Managers
Requirements:
- Should have taken Top Five Excel Skills – How To Break The Vicious Cycle
- Basic Excel knowledge such as being able to open one Excel file and connect to external data files, etc.
The course relates to the earlier course of Top Five Excel Skills – How To Break The Vicious Cycle to drive the concept home: Building your own “Bot” is your ticket to full automation in Excel Modeling!
Next, the course brings the topic of what is a VBA macro and let students consider when and when not to build a macro.
Third, we illustrate 6 required steps to build your own report generating “Bot”, including:
- Define the file path to make file path dynamic
- Create a message box to communicate with users
- Use For, Next, and Loop for iteration
Fourth, the course illustrates 4 real cases that should not require building a VBA macro. These are cases from some VBA courses that are still teaching obsolete Excel skills.
Last, the course explores best practices in building VBA macros. They include:
- How to activate the macro
- Add notes for your codes
- Add a message box
Our Promise to You
By the end of this course, you will have learned to create report generating bots.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about automated report generation.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction | 00:00:00 | ||
| Course Resources | 00:00:00 | ||
| Recap Of Prior Excel Course: Top 5 Excel Skills | 00:00:00 | ||
| Hierarchy Of Excel Techniques | 00:00:00 | ||
| Author | 00:00:00 | ||
| How This Course Is Compared With “Other Similar Courses”? | 00:00:00 | ||
| What You Will Get From This Course? | 00:00:00 | ||
| Section 2 - VBA Macro Introduction | |||
| VBA Basics | 00:00:00 | ||
| VBA Environment | 00:00:00 | ||
| Section 3 - How To Build A "Bot" To Automatically Generate 30 Or More Reports? | |||
| Challenge: Generating 30 Reports For 30 Locations | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Step 1 | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Steps 2 To 4 | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Step 5 | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Step 6 | 00:00:00 | ||
| How Effective Is This "Bot"? | 00:00:00 | ||
| Section 4 - Actual Cases To Avoid Using Macros | |||
| When There Is A Better Way: Above 4th Gen! | 00:00:00 | ||
| When The Whole Process Does Not Make Sense In The First Place! | 00:00:00 | ||
| Section 5 - VBA Best Practices | |||
| How To Activate The Macro? | 00:00:00 | ||
| Add Notes For Your Codes | 00:00:00 | ||
| Add Message Box And Make Bite-Sized Macros | 00:00:00 | ||
| Section 6 - Conclusion | |||
| Takeaways | 00:00:00 | ||
| Next Course | 00:00:00 | ||
About This Course
Who this course is for:
- Students (secondary or post secondary)
- Office workers
- Professionals, and Managers
Requirements:
- Should have taken Top Five Excel Skills – How To Break The Vicious Cycle
- Basic Excel knowledge such as being able to open one Excel file and connect to external data files, etc.
The course relates to the earlier course of Top Five Excel Skills – How To Break The Vicious Cycle to drive the concept home: Building your own “Bot” is your ticket to full automation in Excel Modeling!
Next, the course brings the topic of what is a VBA macro and let students consider when and when not to build a macro.
Third, we illustrate 6 required steps to build your own report generating “Bot”, including:
- Define the file path to make file path dynamic
- Create a message box to communicate with users
- Use For, Next, and Loop for iteration
Fourth, the course illustrates 4 real cases that should not require building a VBA macro. These are cases from some VBA courses that are still teaching obsolete Excel skills.
Last, the course explores best practices in building VBA macros. They include:
- How to activate the macro
- Add notes for your codes
- Add a message box
Our Promise to You
By the end of this course, you will have learned to create report generating bots.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about automated report generation.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction | 00:00:00 | ||
| Course Resources | 00:00:00 | ||
| Recap Of Prior Excel Course: Top 5 Excel Skills | 00:00:00 | ||
| Hierarchy Of Excel Techniques | 00:00:00 | ||
| Author | 00:00:00 | ||
| How This Course Is Compared With “Other Similar Courses”? | 00:00:00 | ||
| What You Will Get From This Course? | 00:00:00 | ||
| Section 2 - VBA Macro Introduction | |||
| VBA Basics | 00:00:00 | ||
| VBA Environment | 00:00:00 | ||
| Section 3 - How To Build A "Bot" To Automatically Generate 30 Or More Reports? | |||
| Challenge: Generating 30 Reports For 30 Locations | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Step 1 | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Steps 2 To 4 | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Step 5 | 00:00:00 | ||
| Building Your Own “Bot” To Generate Reports - Step 6 | 00:00:00 | ||
| How Effective Is This "Bot"? | 00:00:00 | ||
| Section 4 - Actual Cases To Avoid Using Macros | |||
| When There Is A Better Way: Above 4th Gen! | 00:00:00 | ||
| When The Whole Process Does Not Make Sense In The First Place! | 00:00:00 | ||
| Section 5 - VBA Best Practices | |||
| How To Activate The Macro? | 00:00:00 | ||
| Add Notes For Your Codes | 00:00:00 | ||
| Add Message Box And Make Bite-Sized Macros | 00:00:00 | ||
| Section 6 - Conclusion | |||
| Takeaways | 00:00:00 | ||
| Next Course | 00:00:00 | ||
Course Review
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