Instructor for this course

The course is presented in five parts.

First, the course relates earlier course of Top 5 Excel Skills 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 to 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 … 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

Course Key Concepts: Macro, VBA, Objects, Properties, Methods, Developer tab, Debugging, Message box, For Next Loop.

Learning Objectives

  • Discover and understand VBA macro as 4th Gen of Excel modeling techniques.
  • Identify 3 elements of a VBA macro.
  • Recognize when to build a VBA macro and when not to.
  • Discover 5 elements of a VBA environment.
  • Explore 5 steps required to build a reporting generating “Bot”.
  • Discover and understand 4 best practices of building a VBA macro.
Last updated/reviewed: May 25, 2022

2 Reviews (13 ratings)Reviews

Anonymous Author
Was always a bit unfamiliar with VBA and this course gives a good introduction to some of the relevant concepts. Also provides examples of times when not to use macros, which is also something I found useful.
Anonymous Author
VBA has always seemed nebulous to me, but this class helped me understand it more than any other VBA CE course I've taken. I still need more work...


Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  0:32Introduction to Excel Magic 2: Building Your Own Report Generating “Bot”
  1:54Hierarchy of Excel Techniques
  1:10Instructor Introduction
  1:29Comparison with Other Similar Courses
  0:30What You will Get from This Course?
  3:10VBA Basics
  12:08VBA Environment
How to build a "Bot" to automatically generate 30
  1:30Challenge: Generating 30 reports for 30 locations
  4:57Building your own “Bot” to generate reports - Step 1
  6:50Building your own “Bot” to generate reports - Steps 2 to 4
  7:14Building your own “Bot” to generate reports - Step 5
  2:22Building your own “Bot” to generate reports - Step 6
  1:15How effective is this "Bot"?
Actual Cases to AVOID using macros
  8:03When there is a better way: above 4th Gen!
  3:05When the whole process does NOT make sense in the first place!
VBA Best Practices
  2:54How to activate the macro?
  1:32Add notes for your codes
  1:06Add message box and make bite-sized macros
  0:26Next Course and Q&A
  1:04:06Excel Magic 2: Building Your Own Report Generating “Bot”
  PDFSlides: Excel Magic 2: Building Your Own Report Generating “Bot”
  PDFExcel Magic 2: Building Your Own Report Generating “Bot” Glossary/ Index
  XLSMWorkbook: Session 10 - Reporting Bot