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Course Outline

Part I. Maximizing Excel's Potential

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 optimal sorting options
  • Efficient advanced filtering - how to create filters with access to filter criteria
  • Rapid text-to-columns conversion
  • Removing duplicate data
  • Enforcing correct data entry - how to ensure data conforms to specific formats
  • Scenario Analysis - how to prepare professional presentations of possible scenarios
  • Scenario Analysis - how to estimate the outcome of a formula
  • Grouping and subtotaling - how to summarize rows and columns and display different levels of detail

PivotTable and PivotChart

  • Calculated fields - how to add a field to the PivotTable that is not directly on the sheet
  • Computational elements within the table
  • Data grouping and creating professional-looking statements

Part II. Automation via VBA

Macros

  • Recording and editing macros: Understanding what happens when you record
  • Where to store macros - the best locations for writing macros

Introduction to procedural programming - the essential foundation

  • Sub and Function - how to invoke them and their purposes
  • Data Types - why variables are needed and whether it is worthwhile to declare them
  • The conditional statement: If ... Then .... ElseIf .... Else .... End If
  • Case statement and its associated syntax
  • For ... Next loop, For ... Each loop
  • For ... Loop While and Loop Until constructs
  • Loop exit instructions (exit)

Visual Basic in action

  • Downloading and uploading data to a spreadsheet (Cells, Range)
  • Downloading and uploading data with the user (InputBox, MsgBox)
  • The scope and lifetime of variables
  • Operators and their precedence
  • Useful module features
  • Securing code - protecting code from tampering and viewing
  • Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets,
  • ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, ...

Debugging

  • Immediate window
  • Locals window
  • Step-through processing - what to do when something stops working
  • Watch expressions
  • Call Stack

Error handling

  • Types of errors and methods to avoid them
  • Capturing and handling run-time errors, explaining why properly written code may sometimes fail
  • Constructs: 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

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