Learning Macros to further develop efficiency skills

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Slight background: I'm exposed to a wide variety of analytical data company wide. My goal is to provide useful, yet simplictic reports that would allow our sales generators more equipped to do a better job.

Any guIdance will be greatly appreciated/

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I'm gonna have to go with meeple here

Use access instead

I use access a lot at work and it makes things a lot easier than messing with dumb arse excel spreadsheets

You may want to look into a BI tool like Tableau or Power BI if you are just wanting to create reports for end users. We’ve started using Power BI instead of excel reports and the users have been much more receptive to it.

Regarding macros, I’ve written a few simple macros to automate processes and really just googled what I was looking for. There is a ton of code out there that you can just copy and paste, maybe change a few minor things, and be on your way. I never took any courses, just read stuff online.

I’d focus on learning PowerQuery and PowerPivot. Easy to learn and much more dynamic.

You’re getting a opinions of alternatives to Excel, but what I find is Excel is practically universal. Knowing how to write VBA/Macros is very useful IMO. Our company doesn’t even install Access on machines anymore, so Excel is the default choice for any analysis. It’s fairly user friendly as well.

The best way to learn Excel is to start with a project. If you have some sheet that you want to automate, or simplify, or generate a report from, start there. Use google a lot, and try to find someone knowledgeable to give you pointers and starting code. You’ll need to know something about programming as a foundation (how logic works, if/then, loops, etc). I didn’t know VBA but learned C++ and MatLab in college, just have to learn the new syntax.

Ultimately there may be better tools to do what you want as mentioned in this thread, but Excel is more than capable and readily available to nearly everyone. I never attended any classes or anything dedicated to VBA, and “Advanced Excel” classes rarely tend to focus on this.

online classes is the way to go now adays goe this stuff. hell just start with YouTube videos.

access is a tool that you're either not technical enough to use right or so technical you think it's silly to use. I've yet to find something I need in access that I can't make excel do especially in newer versions.


but that's just like my opinion.