Excel Magic 2: Building Your Own Report Generating “Bot”

Course Access: Lifetime
Course Overview

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.

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