Staging Data in a Dynamic Report with Excel VBA

When preparing a dynamic report in Excel, you need to arrange the data in the report structure. In this Blog post I demonstrate how to clear the report range and re-populate it with data.

Types of reports

Reports can take many forms, as far as presenting data is concerned.

A report is any artifact created from data for end use, or as required by another system as input.

A report can be a single page summarizing information about something (see the certificate example of last week’s Blog post), it can be an order for an employee to do something (such as in a production order) and it...

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Creating a PDF report from Excel Worksheet with VBA

Take your Excel model one step further beyond calculations. Prepare and publish the final report as a slick PDF file with a click of a button. Here is how…

Why PDF

PDF has become to be the standard file format for immutable documents.

Immutable, for those not computer programmers yet, means it cannot be changed once it is created.

PDF is highly popular for its quality, compactness, and the ability to sign electronically to render a formal document accepted by private and public institutions.

Preparing the report

What I always do, is dedicate a Worksheet for staging the report. This...

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Automation of Excel Templates with Multiple Workbooks and Worksheets with VBA

Do you need to generate Excel reports based on a template on a regular basis? Do you need to copy the template Worksheet to another Workbook, or from another Workbook? Here are some approaches with VBA code

Possible use cases for Excel templates

  • Your monthly report is based on an Excel Worksheet you prepared, and each month needs to be stored as a separate Workbook with its specific calculations for the month.
  • You are preparing and sending your customers a standard letter with calculations / charts that are changing every time. Maybe a quote, or a model calculation. You want to send them...
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If You Love Excel – Here is Why You Need to Learn VBA

You are good with Excel. You love it. It gets the job done. You even heard about Macros, or VBA, but pushed it aside. It is not for you, you said to yourself. It is too complicated, you thought. I am here to tell you: it is exactly what you need to do next. Here is why.

The plain motivation at sight

Would you skip learning how to drive a car had I told you it can get you to your destination hundreds and thousand times faster than your bicycle?! I don’t think so.

Operating a vehicle may sound difficult, if not frightening, if all you’re used to is riding your bike. Still –...

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Recursive Functions with Excel VBA

Sometimes writing a short, simple function, can hide in-depth processing that resolves quickly – by calling… itself * What is a recursive function, how does it work, what to be aware of and how it is implemented in Excel VBA – read on…

What is a Recursive Function?

Technically speaking, a recursive function calls itself as part of its program flow.

Yes, you read it correct. This is the general idea:

Function CalcSomething(…) as Long

     …

     X = CalcSomething(…)

     …

End...

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Frequently Asked Questions on the Excel VBA Inner Circle Program

I received many questions on The Excel VBA Inner Circle program since it was launched. I summarize here the most frequent questions and my answers to them.

Last week I published a Blog post I thought would be all you may need in order to choose the right Inner Circle plan for you.

However, I am still getting some questions from some Excel enthusiasts about the program.

Today’s post is dedicated to those still having questions.

Frequently Asked Questions

Q:           I already learned Excel VBA and get along pretty well. Why should I...

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How to choose the best Excel VBA Inner Circle plan for your career?

career Dec 03, 2020
The Excel VBA Inner Circle offers a wide range of services to support all Excel VBA enthusiasts. If you just want to start learning Excel VBA or you are a top Excel VBA consultant already – the Inner Circle got you covered. Here is a guide to help you choose the right plan for you

What is The Excel VBA Inner Circle program?

The Excel VBA Inner Circle is a professional “club” in which Excel users can learn, get support, and practice VBA.

The program offers three subscription plans, each designed to promote you as an Excel professional in different stages of your career.

...

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A story about a customer request and the delivered Excel VBA solution

A rare glimpse of the “behind the scenes” work on an Excel project. From the raw customer request through the business requirements analysis report up to the delivered solution. Impressions from the first Excel VBA Inner Circle workshop.

The first Excel VBA Inner Circle monthly workshop took place two days ago.

The monthly workshop is a deep dive into some aspect of Excel VBA and SQL programming and career. I expose advanced VBA programming, code, user experience considerations, data design and processes planning, and any professional aspect having to do with Excel VBA and SQL.

...
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How the Excel VBA Inner Circle Came to Be?

These days, I am launching a unique home for Excel VBA enthusiasts and professionals. This is a result of a careful examination of the Excel VBA market, constant dialog with customers and years of projects, authoring and teaching. Here is the story of the Excel VBA Inner Circle.

Where do Excel VBA professionals Meet?

Microsoft Office is one of the most ubiquitous software serving almost every business and many individuals. In 2016, windowscentral.com estimated 1.2 Billion Office users worldwide.

When I segmented for Excel AND VBA interest in Facebook Ads Manager, Facebook found 400,000...

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Excel VBA: Arrays

Arrays, one of the most flexible, performant and popular data structure in almost any programming language becomes especially useful in Excel. All you need to know about arrays in VBA is right here

In case you missed it, the last month in my Blog was dedicated to data structures in computer programming and their use in Excel VBA. After we covered Enumerations, Collections and User-Defined Data Types, we close this week with a grand finale: Arrays.

What is an Array?

An array is a memory storage structure for storing an indexed series of elements of the same data type.

This is how we would...

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