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

Continuing Education Credits
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Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

Chartered Accountant (IES7 CPD)

Continuing Education Credit:
1.5 Hour
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES7 credit.

Certified Management Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Fraud Examiner

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer science
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.

Certification in Risk Management Assurance

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:32Introduction to Excel Magic 2: Building Your Own Report Generating “Bot”
  0:53Recap
  1:54Hierarchy of Excel Techniques
  1:10Instructor Introduction
  1:29Comparison with Other Similar Courses
  0:30What You will Get from This Course?
VBA MACRO INTRODUCTION
  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
CONCLUSION
  1:07Takeaways
  0:26Next Course and Q&A
CONTINUOUS PLAY
  1:04:06Excel Magic 2: Building Your Own Report Generating “Bot”
SUPPORTING MATERIAL
  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
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM