Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 23 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
CPE Credits : | 1.5 |
IRS Credits : | 0 |
Price : | $21.95 |
Passing Score : | 70% |
Course Type: | Video - NASBA QAS - NASBA Registry |
Technical Designation: | NonTechnical |
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:
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:
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 : | 20000 |
Release : | 2021 |
Version : | 1.0 |
Prerequisites : | |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Financial Models You Can Create With Excel
|
Advance Preparation : | |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 01-Mar-2024 |
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:
|
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 |