How to use VBA code in Excel to Automate Database Reports?
Automation of Database Reports with VBA code is useful when you export database reports in excel for your everyday reporting purposes, for example, preparing inventory reports or conducting sales analysis and there is a certain set of repeated steps that you have to always follow to prepare the report. If you have identified the steps that are repeated all the time, you can be easily automate them to save time.
In this post, I will explain to you how to use VBA Code in Macro, provided in the following example, and use it to Automate Database Reports.
Practical applications of Automating Database Reports with VBA
Suppose you have a sales database report and you want to automate it so that you can extract the total units sold by each sales representative.
Step 1: Save your Excel file as Macro Enabled Workbook.
Step 2: Enable Developer Tab in your workbook. Go to File>Options>Customize Ribbon>From Drop Down Select Main Tab>Developer Tab>Add>OK
Step 3: Go to Developer Tab>Visual Basic
Step 4: Go to Insert Tab>Module.
Step 5: Copy the VBA code below and Paste it on Macro Visual Basic Module.
Step 6: Press F5 or the Play button to run the task and generate report as shown in the example above.
Explanation of the VBA Code
The VBA code shown above is further explained below for the users to understand so that they can customize it themselves if they want the result to be different as per their needs.
The first layer is simply the Offset function which directs excel to move from one cell to the other based on a specific row and column number. In the beginning, the pre-defined excel cell will be the Cell A1. So, from the Syntax, we are telling excel to move zero rows and two columns forward from the cell A1. Once excel moves to cell C1, we are asking it to select the entire column.
The second layer is instructing excel to copy the selected column.
In the third layer, we are again using the offset function. Please note, that in this case, the Active Cell has now changed to C1 because of previous selection. After moving seven columns forward from the cell, the new active cell will be the cell J1.
The fourth layer is instructing excel to paste the copied column on the new active cell.
ActiveSheet.Range(“J:J”).RemoveDuplicates Columns:=1, Header:=xlYes
The fifth layer is the remove duplicates function. We are simply selecting the entire Column J and removing the duplicate values. The Syntax is also defining that the data for remove duplicates is in one column and it contains a header as well.
The sixth layer is simply the offset function to select cell K1.
ActiveCell.FormulaR1C1 = “Total Units Sold”
In seventh layer, we type the header.
In the eight layer, we are instructing excel to move one row downwards.
ActiveCell.FormulaR1C1 = “=SUMIF(C[-8],RC[-1],C[-6])”
In the ninth layer, we can see that now the active cell is K2. The code simply enters the SUM IF formulae where it selects the Column C having the representative names and Column E having the total units sold. The negative numbers represent corresponding column distance from selected cell. Leftward or upward cell movements are represented by a negative sign.
Selection.PasteSpecial Paste:=xlPasteAll, Operation:=xlNone, SkipBlanks:= _
The Last part of the code is simply copying the SUM IF formulae to the rest of the representative names to give the result next to each representative name.
Now that you understand how the VBA Code works to automate database reports, you can also customize it as per your needs.
I hope that helps. Please leave a comment below with any questions or suggestions. For more in-depth Excel training, checkout our Ultimate Excel Training Course here. Thank you!