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Course Outline
Part I. Squeeze More from Excel
Overview of Tools on the Data Tab
- Accessing external data - do you really need to visit the bank's website every day to check the current CHF exchange rate?
- Establishing connections to external data (Access, Web, Text, XML, etc.)
- Multi-level sorting - rules and proper sorting options
- Efficient advanced filtering - how to create dynamic filters with access to criteria
- Fast text-to-columns conversion
- Removing duplicate data
- Enforcing correct data input - how to ensure data is in a specific format
- What-If Analysis - how to prepare a professional presentation of possible scenarios
- What-If Analysis - how to estimate formula results
- Grouping and outlining - how to collapse rows and columns and show different levels of detail
PivotTable and PivotChart
- Calculated fields - how to add a field to the PivotTable that is not present on the sheet
- Computed elements in the table
- Grouping data and creating professional-looking reports
Part II. Automation, i.e., VBA
Macros
- Recording and editing macros: Silence on the set - is recording
- Where to store macros - where to best write macros
Introduction to Procedural Programming - The Necessary Basis
- Sub and Function - how to invoke them and what they are
- Data Types - what variables are needed and whether it is worth it to declare
- The conditional statement If ... Then .... ElseIf .... Else .... End If
- Case statement and the accompanying trap
- Loop for ... next, loop ... each
- Loops for ... loop while, until
- Instructions loop break (exit)
Visual Basic in Action
- Downloading and uploading data to a spreadsheet (Cells, Range)
- Downloading and uploading data to the user (InputBox, MsgBox)
- The extent and lifetime of variables
- Operators and their priorities
- Useful module options
- Securing code - code protection from tampering and preview
- Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets,
- ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, ...
Debugging
- Immediate window
- Locals window
- The processing step - but what to do when something has stopped working
- Watches
- Call Stack
Error Handling
- Types of errors and ways to avoid
- Capturing and handling run-time errors, which is why properly written code can sometimes not work
- Construction: On Error Resume Next, On Error GoTo label, On Error GoTo 0
Requirements
At least an intermediate level of knowledge of MS Excel.
28 Hours
Testimonials (4)
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - Visual Basic for Applications (VBA) w Excel - wstęp do programowania
Well structured. Good teaching techniques. Course well documented!
Sorin
Course - VBA For Access & Excel
What I liked most about the training was the trainer’s knowledge of Excel. I appreciated learning useful things like shortcuts and formulas that I can use every day.
Martin
Course - Visual Basic for Applications (VBA) for Analysts
Very practical
