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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 daily to check the current CHF exchange rate?
- Defining connections to external data (Access, Web, Text, XML, etc.)
- Multi-level sorting - rules and proper sorting options
- Efficient Advanced Filtering - how to create filters with access to filter criteria
- Fast text-to-column conversion
- Removing duplicate data
- Enforcing correct data input - how to ensure data adheres to specific formats
- Scenario Analysis - how to prepare a professional presentation of possible scenarios
- Scenario Analysis - how to estimate the result of a formula
- Grouping and auto-outline - how to roll up rows and columns and display different levels of detail
PivotTable and PivotChart
- Calculated fields - how to add a field to a PivotTable that does not exist in the sheet
- Calculational elements in the table
- Data grouping and creating professional-looking statements
Part II. Automation via VBA
Macros
- Recording and editing macros: What is recorded when you hit record?
- Where to store macros - the best locations for writing macros
Introduction to Procedural Programming - The Necessary Foundation
- Sub and Function - how to invoke them and their purpose
- Data Types - what variables are needed and whether it is worth declaring them
- The conditional statement If ... Then .... ElseIf .... Else .... End If
- Case statement and the accompanying trap
- For...Next loop, For...Each loop
- For...Loop While, Until loops
- Loop exit instructions
Visual Basic in Action
- Downloading and uploading data to a spreadsheet (Cells, Range)
- Downloading and uploading data to the user (InputBox, MsgBox)
- Scope and lifetime of variables
- Operators and their priorities
- Useful module options
- Securing code - protecting code from tampering and inspection
- Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets,
- ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, etc.
Debugging
- Immediate window
- Locals window
- Step processing - what to do when something stops working
- Watches
- Call Stack
Error Handling
- Types of errors and ways to avoid them
- Capturing and handling run-time errors - why properly written code might sometimes fail
- Constructs: On Error Resume Next, On Error GoTo label, On Error GoTo 0
Requirements
At least an average 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
