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Courses/Office Productivity/MS Excel

Excel University Lesson 608: Automating Excel Reporting: From Manual Tasks to PDFs

Streamline your monthly reporting workflow by automating sheet selection, workbook processing, and PDF exports.

Created byJeff Lenning
AdvancedUpdated Sep 22, 2026
Excel University Lesson 608: Automating Excel Reporting: From Manual Tasks to PDFs

What You'll Learn

check_circleApply VBA techniques to select multiple worksheets using arrays and string splitting.
check_circleImplement a robust workbook opening function to handle file access errors.
check_circleAutomate the export of specific report sheets to PDF format.
check_circleIntegrate status bar updates to monitor long-running macro processes.
check_circleCreate dynamic hyperlinks to improve navigation within reporting workbooks.

About This Course

This course provides practical techniques for automating repetitive Excel reporting tasks using Visual Basic for Applications. It covers methods for selecting multiple worksheets dynamically, implementing safe workbook-opening functions with error handling, and exporting specific report sheets to PDF format.

The content also includes strategies for communicating with users via the status bar and enhancing reports with automated hyperlinks for improved navigation. These tools allow for the efficient management of monthly reporting cycles by replacing manual export and distribution processes with reusable, scalable code.

Topics Covered:

  • VBA worksheet selection methods
  • Dynamic array creation for sheet groups
  • Safe workbook opening with error handling
  • Automated PDF export procedures
  • Status bar progress communication
  • Hyperlink generation for report navigation
  • VBA code optimization and cleanup

Your Instructor

Jeff Lenning
Jeff Lenning

CPA and Microsoft Certified Trainer

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star1,160 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.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 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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