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Excel University Lesson 601: Excel VBA: Automate Your Workflow

Master the hidden power of Visual Basic for Applications to automate repetitive tasks and gain total control over your Excel environment.

Created byJeff Lenningworkspace_premiumBest Instructor
AdvancedUpdated Sep 21, 2026

What You'll Learn

  • check_circleApply the five-step case study process to automate Excel tasks
  • check_circleAnalyze and edit code generated by the macro recorder
  • check_circleConstruct modular VBA procedures using subroutines and functions
  • check_circleImplement error handling to improve macro reliability
  • check_circleNavigate the Visual Basic Editor to manage projects and modules

About This Course

This course provides a foundational introduction to Visual Basic for Applications (VBA) within Microsoft Excel, focusing on the practical application of code to automate mundane tasks and access features beyond the standard user interface. It covers the essential components of the Excel object model, including objects, properties, methods, and collections, while guiding users through a structured five-step case study process. Participants learn to utilize the macro recorder, edit code within the Visual Basic Editor, and implement modular programming practices to create efficient, maintainable automation solutions. The content emphasizes the transition from manual mouse-driven workflows to code-based control, ensuring that automation remains reliable and scalable for future users.

Topics Covered

  • Visual Basic Editor interface navigation
  • Excel object model hierarchy
  • Macro recorder and code generation
  • Modular procedure design
  • VBA property and method implementation
  • Collection object management
  • Custom function development
  • Error handling and code optimization

Course Content

3 activities • 5 videos • duration: 2h 44m

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Lecture4 videos • 1 quiz • 2.7 hours
  • videocamOverview
    Duration 23:18
  • videocamVisual Basic Editor Intro
    Duration 24:59
  • videocamVBA Briefing 1
    Duration 70:18
  • videocamCase Study 1
    Duration 42:15
  • quizLecture Quiz
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Additional Resources1 videos • 3 min
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Final Assessment1 quiz

Your Instructor

Jeff Lenning

CPA and Microsoft Certified Trainer

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star1,180 reviews

In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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