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Excel Magic 2: Building Your Own Report Generating Bot (Video) (Course Id 1775)

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Author : Lenny Wu, CPA, CGA, MBA
Status : Production
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1775

Description :

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:

  • 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

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Usage Rank : 0
Release : 2021
Version : 1.0
Prerequisites :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Experience Level : Overview
    Additional Contents : Complete, no additional material needed.
    Additional Links :
    Advance Preparation :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Delivery Method : QAS Self Study
    Intended Participants : Anyone needing Continuing Professional Education (CPE).
    Revision Date : 20-Jan-2021
    NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
    Approved Audience :

    Video - NASBA QAS - NASBA Registry - 1775

    Keywords : Computer Software & Applications, Excel, Magic2, Building, Your, Own, Report, Generating, Bot, Video, cpe, cpa, online course
    Learning Objectives :

    Course Learning Objectives

    After this course, you will be able to:
    • 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

    Course Contents :

    Chapter 1 - Excel Magic 2: Building Your Own Report Generating Bot

    Section 1: Introduction

    Lecture 1: Introduction

    Lecture 2: RECAP of Prior Excel Course: Top 5 Excel Skills

    Lecture 3: Hierarchy of Excel Techniques

    Lecture 4: Instructor

    Lecture 5: Other similar courses

    Lecture 6: What you will get from this course?

      Section 2: VBA Macro introduction

    Lecture 7: VBA Basics

    Lecture 8: VBA Environment

     Section 3: How to build a "Bot" to automatically generate 30 or more reports?

    Lecture 9: Challenge: Generating 30 reports for 30 locations

    Lecture 10: Building your own Bot to generate reports - Step 1

    Lecture 11: Building your own Bot to generate reports - Steps 2 to 4

    Lecture 12: Building your own Bot to generate reports - Step 5

    Lecture 13: Building your own Bot to generate reports - Step 6

    Lecture 14: How effective is this "Bot"?

     Section 4: Actual Cases to AVOID using macros

    Lecture 15: When there is a better way: above 4th Gen!

    Lecture 16: When the whole process does NOT make sense in the first place!

     Section 5: VBA Best Practices

    Lecture 17: How to activate the macro?

    Lecture 18: Add notes for your codes

    Lecture 19: Add message box and make bite-sized macros

    Section 6: Conclusion

    Lecture 20: Takeaways

    Lecture 21: Next Course and Q&A

    Chapter 1 Review Questions

    Glossary

    CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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