Introduction
PROJECT BASED TRAINING
If you already use Excel, you know how repetitive and time consuming some tasks can be. This course is designed to teach you how to take those repetitive and time consuming Excel tasks, and make them happen in a click of a button! If you use Excel a lot in your work, this course is essential; it will reduce your workload significantly.
During this course you will build a foundation of working with Excel Macros and VBA. This foundation will be built as you engage and participate in project based Excel Macro/VBA exercises, detailed throughout the lectures within this course. Each of the projects will build upon one another, introducing a new concept each time, starting with the basic building blocks of automating any task within Excel and ending with a fully customized Excel VBA project that will automate a series of Excel tasks.
What you’ll learn
- How to automate daily routine tasks within Excel
- Best practices when creating macros and streamline your VBA code
- Determine when it’s best to use the Macro Recorder versus VBA
- How to write custom VBA Macros to create more robust automation
- VBA programming concepts to create dynamic, re-usable code
- Complete real world Macro/VBA projects from beginning to end
Target Audience
- Professionals, Students, Data Scientist, Analyst working on excel and wish to upgrade their skills.
- Prior knowledge and hands on practice of excel is desirable
- Course will be useful to enhance your skills significantly.
Introduction to VBA (Visual Basic for Application)
- Introduction
to Object-oriented programming - Examining
the Excel object model - Working
in the VB Editor - Setting
VBA project properties - Code
Modules – Create, export and delete - Creating
Subroutine or Function - Controlling
procedure scope - Adding
comments to the code - Running
a VBA routine
Variables, Constants and calculations
- Excel
VBA Data types - Declaring
variables & why it is needed? - Managing
variable scope - What
are static variables and constants? - Calculations
using mathematical operations - Defining
arrays - Defining
and using object variables
Adding logic to VBA Code
- Using With End with statement
- Repeating a task using a For Next loop
- Stepping through all items of a collection using For Each loop
- Repeating a task using a Do loop
- Using If Then statement to perform a task
- Using Cast statements to decide an action
Debugging VBA code
- Managing
errors with “On Error” statements - Stepping
through a subroutine or function - Setting
breakpoints in the code - Verifying
the output in the immediate window - Watching
a value in a routine
Managing workbook elements and data in VBA
- Writing
a value to a cell - Cutting,
copying and pasting cell data - Finding
values in cells - Referring
to cells using the “Offset” function - Concatenating
text strings - Returning
part of a string - Managing
worksheets with VBA - Managing
workbooks with VBA
Advance VBA
- Screen
updating on/off - Using
worksheet functions in a macro - Using
input box or message box to receive user input values - Calling
a subroutine from another subroutine
Excel events in VBA
- Running
a procedure when you open, save or close a workbook - Running
a procedure when a cell range changes - Triggering
a procedure using a specific key sequence
Recording and enhancing Macro
- Recording
a Macro to drill down data - Improving
the macro by writing our own code - Enhancing
the macro to work with different files
Managing files using VBA
- Determine
if a workbook exits - Determine
if a folder (directory) exits - Detecting
whether a file is open - Opening
a workbook - Closing
a workbook - Saving
a workbook under a new name - Saving
a workbook in different formats
Managing worksheets using VBA
- Checking
if a worksheet exists - Creating
and renaming a worksheet - Copying
a worksheet within the active workbook - Copying
a worksheet to a new workbook - Copying
a worksheet to an existing workbook - Moving
worksheets
Using Built-in Functions in VBA
- Using
the built-in Open dialog box - Managing
alerts (Suppress and restore) - Calculating
data using Excel Worksheet functions - Using
the current date and time - Removing
spaces in a string
Working with charts via VBA
- Creating
a chart - Moving
a chart to a chart sheet - Adding
a new data series to a chart - Export
a chart as an image
Creating and managing User Forms with VBA
- Creating
a UserForm - Adding
a TextBox to a UserForm - Adding
a ListBox to a UserForm - Adding
a ComboBox to a UserForm - Adding
an option button/spin button to a UserForm - Adding
graphics to a UserForm - Creating
a multitab UserForm - Writing
UserForm data to a worksheet - Running
a UserForm
Interactive Pivot table dashboard with VBA
- Creating
a dashboard with Pivot Tables - Using
form controls and active controls in dashboards - Simple
macro codes to create an interactive pivot dashboard - Using
Radio Buttons in a dashboard - Creating
a Top/Bottom data view in dashboard
User Defined functions and Add-ins
- Creating
User Defined Functions - Saving
UDF as Excel Add-ins - Distributing
Excel Add-in files - Using
an existing add-in file
Projects
- Project #1: Using Excel’s Macro Recorder Tool
- Project #2: Using VBA to automate Excel Formulas
- Project #3: Bringing it all togther and create a weekly report
- Project #4: Working with VBA Forms