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

Learn how to building your own report generating robot through VBA
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5 students
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Platform: Udemy
Video: 56m
Language: English
Next start: On Demand

Table of contents


The course is presented in four 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:
o Define the file path to make file path dynamic
o Create a message box to communicate with users
o 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:
o How to activate the macro
o Add notes for your codes
o Add a message box

Course Search Keywords
– Macro
– Objects
– Properties
– Methods
– Developer tab
– Debugging
– Message box
– For Next Loop

Prerequisites and Advanced Preparation
● Basic Excel knowledge
● Example: be able to open one Excel file and connect to external data files, etc.

Learning Objectives
● 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”
● Understand 4 best practices of building a VBA macro

You will learn

✓ Intermediate to Advanced Excel skills that will help you
✓ – to ace your Excel skills,
✓ – to find state-of-the art Excel functions,
✓ – to make yourself the go-to-person in their office, or
✓ – to be well positioned for your next promotion!


• Basic Excel
• Example: be able to open one Excel file, etc.

This course is for

• Students (Secondary or post secondary), Office workers, Professionals, and Managers
Online Professional Development Instructor
Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny’s motto at work is “Don’t work hard, work smart”. Lenny has passion in teaching how to build your own “robot” into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).

Browse all courses by on Coursemarks.
Platform: Udemy
Video: 56m
Language: English
Next start: On Demand

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