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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 current CHF exchange rates?
  • Establishing 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 filtering criteria
  • Fast Text-to-Columns
  • Deleting duplicate data
  • Enforcing correct data input - how to ensure data is in a specific format
  • Simulation Analysis - how to prepare a professional presentation of possible scenarios
  • Simulation Analysis - how to estimate formula results
  • Grouping and AutoSubtotals - how to roll up rows and columns and display different levels of detail

PivotTable and PivotChart

  • Calculated Fields - how to add a PivotTable field that does not exist on the sheet
  • Computed fields within the table
  • Data grouping and creating professional-looking statements

Part II. Automation via VBA

Macros

  • Recording and editing macros: Silent recording settings
  • Macro storage locations - where is the best place to write macros?

Introduction to Procedural Programming - The Essentials

  • Sub and Function - how to invoke them and their purpose
  • Data Types - why variables are needed and whether it is worth declaring them
  • The conditional statement If ... Then .... ElseIf .... Else .... End If
  • Case statement and associated traps
  • For ... Next loop, For ... Each loop
  • While ... Loop and Until ... Loops
  • Loop exit instructions

Visual Basic in Action

  • Downloading and uploading data to a spreadsheet (Cells, Range)
  • Interfacing with the user via InputBox and MsgBox
  • Scope and lifetime of variables
  • Operators and their precedence
  • Useful module options
  • Code protection - safeguarding code from tampering and inspection
  • Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets,
  • ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, ...

Debugging

  • Immediate Window
  • Locals Window
  • Stepping through code - what to do when something stops working
  • Watch Window
  • Call Stack

Error Handling

  • Types of errors and methods to avoid them
  • Capturing and handling run-time errors, and why properly written code may sometimes fail
  • Constructs: On Error Resume Next, On Error GoTo label, On Error GoTo 0

Requirements

At least intermediate knowledge of MS Excel.

 28 Hours

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