How to Break Complex Tasks Into Better Prompts for VBA Code Generation

By Andyb 9 min read 1,698 words
VBA Prompt Writing AI Code Generation Excel Automation Best Practices Tutorial
Learn how to transform vague automation requests into detailed prompts that generate professional VBA code. Real examples from vbacode.io users show the difference between poor and excellent prompts.
After analysing thousands of VBA generation requests on vbacode.io, we've noticed a clear pattern: the quality of your prompt directly determines the quality of the code you receive.

Users who provide detailed, structured prompts get production-ready code in one attempt. Those with vague requests often need 3-4 iterations to achieve the same result.

This guide shows you exactly how to transform vague automation ideas into detailed prompts that generate professional VBA code on the first try.

The Problem: Vague Prompts Lead to Generic Code

Here's a real example from our platform (anonymised):
❌ Poor Prompt
"Create a macro that formats my report"

What we generated: A generic formatting macro that:
  • Bolded the first row
  • Auto-fitted columns
  • Added borders to all cells

What the user actually needed: A specific monthly sales report formatter that colour-codes performance tiers, highlights totals, and creates a summary chart.

Result: User frustrated, wasted 15 minutes explaining what they meant.

The Solution: The STAR Method for VBA Prompts
We've developed a simple framework that helps you write better prompts: STAR (Situation, Task, Action, Result).

S - Situation: Describe Your Current Setup
Tell us about your Excel workbook:
  • What data do you have?
  • How is it structured?
  • What sheet names are relevant?

Example:
"I have a workbook called 'Monthly Sales' with three sheets: 'Raw Data', 'Summary', and 'Charts'. The Raw Data sheet contains columns A-F: Date, Region, Product, Sales Rep, Amount, Status."

T - Task: What Needs to Happen?
Describe the specific automation you need:
  • What manual process are you currently doing?
  • How often do you do it?
  • What's the trigger for this automation?

Example:
"Every Monday morning, I manually filter this data for the previous week, calculate regional totals, and paste them into the Summary sheet. It takes 30 minutes."

A - Action: Specify the Steps
Break down exactly what the macro should do:
  • Step-by-step process
  • Any calculations or transformations
  • Special handling or exceptions

Example:
"The macro should:
  1. Filter Raw Data for dates in the previous 7 days
  2. Calculate total sales by region (sum of Amount column, grouped by Region)
  3. Paste results into Summary sheet starting at cell A2
  4. Sort results by total sales descending
  5. Highlight any region with sales below £10,000 in red

R - Result: Describe the Expected Outcome
Explain what the finished state should look like:
  • Final data structure
  • Formatting requirements
  • Any reports or charts needed

Example:
"The Summary sheet should show: Region name in column A, Total Sales in column B (formatted as currency), Percentage of total in column C. Regions below target should have red text. Include a message box showing the top-performing region."

Real Examples: Before and After

Let's look at three actual user requests and how the STAR method improved them.

Example 1: Email Automation
❌ Original Prompt
"Send emails from Excel"
✅ Improved with STAR

Situation: "I have a workbook tracking overdue invoices with columns: Customer Name (A), Email (B), Invoice Number (C), Amount (D), Days Overdue (E)."

Task: "I need to send reminder emails to customers with invoices overdue by more than 30 days, three times per week."

Action: "The macro should:
  1. Loop through all rows in the 'Overdue' sheet
  2. Filter for Days Overdue > 30
  3. Send an email to each customer's email address
  4. Include the invoice number and amount in the email body
  5. Mark the invoice as 'Reminder Sent' in column F with today's date

Result: "Each email should use our standard reminder template, include the customer name personalised in the greeting, and list all their overdue invoices if they have more than one. After sending, show a summary message with the count of emails sent."

Code quality difference: The original prompt would have generated a basic email sender. The improved version generated code with error handling, duplicate detection, email template personalisation, and audit logging.

Example 2: Data Consolidation
❌ Original Prompt
"Combine data from multiple sheets"
✅ Improved with STAR

Situation: "I receive weekly sales reports from 5 regional managers, each in a separate Excel file with identical column structures: Week Ending, Product Code, Units Sold, Revenue."

Task: "I need to consolidate all regional data into a master report every Monday for the board meeting."

Action: "The macro should:
  1. Prompt me to select a folder containing the regional files
  2. Open each Excel file in that folder
  3. Copy all data rows (excluding headers) from the 'Sales' sheet
  4. Paste into the master workbook's 'Consolidated' sheet
  5. Add a 'Region' column identifying which file the data came from
  6. Close each file without saving
  7. Remove duplicate entries based on Week Ending + Product Code

Result: "The Consolidated sheet should have columns: Region, Week Ending, Product Code, Units Sold, Revenue. Data should be sorted by Week Ending (newest first) then Revenue (highest first). Include a summary row at the bottom showing totals for Units Sold and Revenue."

Code quality difference: Original would have created a simple copy-paste macro. Improved version generated code with file browser dialogue, duplicate handling, dynamic folder selection, error handling for missing files, and summary calculations.

Example 3: Report Formatting
❌ Original Prompt
"Format my monthly report automatically"
✅ Improved with STAR

Situation: "I create a monthly performance report with data in columns A-G: Department, Budget, Actual, Variance, Variance %, Status, Notes. The data starts in row 2 (row 1 is headers)."

Task: "After entering the data, I spend 20 minutes formatting it consistently for distribution to department heads."

Action: "The macro should:
  1. Bold and centre align the header row
  2. Apply currency formatting to Budget, Actual, and Variance columns
  3. Format Variance % as percentage with 1 decimal place
  4. Colour-code the Status column: Green for 'On Track', Amber for 'At Risk', Red for 'Over Budget'
  5. Add alternating row colours (light grey) for better readability
  6. Auto-fit all columns
  7. Add borders around all cells
  8. Freeze the header row
  9. Create a summary section at the bottom showing: Total Budget, Total Actual, Overall Variance, Count of departments over budget

Result: "The formatted report should be print-ready on A4 landscape with appropriate page breaks. Headers should repeat on each printed page. The summary section should be visually distinct with a light blue background."

Code quality difference: Original created basic formatting. Improved version generated code with colour mapping, print setup, page breaks, repeating headers, and professional summary formatting.

Common Mistakes to Avoid
1. Assuming Context
❌ "Format it like usual"
 ✅ "Apply the company formatting standard: Headers in Arial 12pt bold, data in Arial 10pt, currency symbols for monetary values"
2. Vague Requirements
❌ "Filter the data"
 ✅ "Filter to show only rows where Status = 'Active' AND Last Update is within the last 30 days"
3. Missing Error Cases
❌ "Copy the data to the summary sheet"
 ✅ "Copy the data to the summary sheet. If the summary sheet doesn't exist, create it. If there's existing data, clear it first."
4. Unclear Triggers
❌ "Run this automatically"
 ✅ "Add a button called 'Generate Report' on the Dashboard sheet that runs this macro when clicked"

The Prompt Checklist
Before submitting your VBA generation request, ask yourself:
  • Have I described my current data structure and sheet names?
  • Have I explained what manual process I'm automating?
  • Have I listed the specific steps the macro should perform?
  • Have I mentioned any calculations or transformations needed?
  • Have I described the expected final result?
  • Have I specified any formatting requirements?
  • Have I mentioned error handling needs (e.g., "if sheet doesn't exist")?
  • Have I clarified how the macro should be triggered?
  • Have I mentioned any special cases or exceptions?

Templates for Common Scenarios

Data Processing Template
SITUATION: I have [workbook name] with [sheet names] containing [column descriptions with letter references].

TASK: I need to [frequency] process this data to [end goal].

ACTION: The macro should:
1. [First step with specific cell references]
2. [Second step with any calculations]
3. [Third step with transformations]
4. [Error handling requirements]

RESULT: The final [sheet/report] should show [specific layout] with [formatting requirements].

Report Generation Template
SITUATION: My data comes from [source] and includes [columns and data types].

TASK: I create [report name] [frequency] for [audience].

ACTION: The macro should:
1. Gather data from [specific ranges/sheets]
2. Calculate [specific metrics or summaries]
3. Format according to [specific requirements]
4. Create [charts/pivot tables if needed]

RESULT: The report should be [specific format] ready for [distribution method] with [professional formatting standards].

Automation Template
SITUATION: I currently [manual process description] using [workbook/data structure].

TASK: This happens [frequency] and takes [time], which I want to automate.

ACTION: The macro should:
1. [Trigger specification]
2. [Each automation step]
3. [Error handling]
4. [Completion actions]

RESULT: When complete, [expected outcome] and [user notification method].

Real Impact: Time Saved with Better Prompts

Based on our platform data:
  • Vague prompts: Average 3.2 iterations to get usable code = 45 minutes total
  • STAR method prompts: Average 1.1 iterations = 10 minutes total

That's 35 minutes saved per automation request, just by spending 5 extra minutes writing a better prompt.

Next Steps
  1. Review your next automation idea - What would you normally write?
  2. Apply the STAR framework - Add situation, task, action, result
  3. Use the checklist - Ensure you've covered all aspects
  4. Submit your prompt - Get professional VBA code on the first attempt

Try our Prompt Writing Guide for an interactive walkthrough, or browse VBA Templates to see examples of well-structured prompts.

Conclusion

The difference between "create a macro that formats my report" and a detailed STAR prompt isn't just about being verbose—it's about providing the context needed to generate production-ready code.
Every minute you invest in writing a better prompt saves you ten minutes of clarification and iteration. Plus, you'll learn to think more systematically about your automation needs, which makes you better at Excel overall.

Start with the templates above, use the checklist, and watch your VBA generation experience transform from frustrating to effortless.

Ready to try it? Head to vbacode.io and test the STAR method on your next automation project. You'll be amazed at the difference.

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