Creating Report Cards From Excel Spreadsheet

Excel macros

After publishing an introduction to excel macros both by recording and writing code, I received one email asking me about one problem; How to create excel files that could in theory either be printed for each student or sent to students and/or their parents. I know that this problem is not so much about finance but you could easily build something along the same concept for finance. For example, if you received a a list of stocks and wanted to create files for each one, you could use a similar method.

I’ll start off by showing you an example of what the initial file would be like:

The idea would be to have a macro that will create a file for each student (there could be tens or hundreds of them) that would look like:

The only way to do this quickly would be to use a macro written with code. Why? Because you would need variables. That being said, you can still use a recorder to get you started. I will start the recorder and then look at the code that results, first I created a new file and then wrote down the information as I would like it to appear, naming the file and then closing it. Here is the code that results:

Of course, I need to make a few changes here. First off, let’s remember that the macro must take in the information for each student. Let’s take a look:

As you can see, the loop function means that the macro will go line by line in the main file and capture the information of that student. What we now need to do is to use that information for the actual file. Here are more modifications:

Now, the main things to add would be to add the teacher’s name and save the file with the correct name, here is my final code:

You can download our full excel spreadsheet here.


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4 Feedbacks on "Creating Report Cards From Excel Spreadsheet"


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ive used your spreadsheet template but it brings up an error when i click ‘create files’

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Creating Report Cards From Excel Spreadsheet | Experiments in Finance