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Course Outline

Part I. Getting More from Excel

Overview of tools on the Data tab

  • Accessing external data - do you really need to visit your bank's website daily to check the current CHF exchange rate?
  • Defining connections to external data sources (Access, Web, Text, XML, etc.)
  • Multi-level sorting - understanding the rules and selecting the correct sorting options
  • Efficient advanced filtering - how to create filters with access to specific criteria
  • Quick text-to-columns conversion
  • Removing duplicate data
  • Data validation - ensuring input conforms to a specific format
  • Simulation Analysis - creating professional presentations of possible scenarios
  • Simulation Analysis - estimating the outcome of formulas
  • Grouping and automatic outlines - how to roll up rows and columns to display different levels of detail

PivotTables and PivotCharts

  • Calculated fields - adding fields to a PivotTable that don't exist in the source data
  • Computational elements within tables
  • Data grouping and creating professionally styled reports

Part II. Automation with VBA

Macros

  • Recording and editing macros: Silence on the set - understanding macro recording
  • Where to store macros - best practices for storing and managing macros

Introduction to procedural programming - the essential foundation

  • Subs and Functions - how to call them and what they do
  • Data types - which variables are needed and whether it's worth declaring them
  • The conditional statement If ... Then ... ElseIf ... Else ... End If
  • The Case statement and its common pitfalls
  • Loops: For ... Next, Loop ... Each
  • Loops: For ... Loop While, Loop Until
  • Loop break instructions (Exit)

Visual Basic in action

  • Reading from and writing to spreadsheet cells and ranges
  • Interacting with users: InputBox and MsgBox
  • Variable scope and lifetime
  • Operators and their order of precedence
  • Useful module options
  • Securing your code - protecting against unauthorised changes and previewing
  • Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets
  • ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, and more

Debugging

  • The Immediate window
  • The Locals window
  • Step-by-step execution - what to do when something stops working
  • Watch expressions
  • Call Stack

Error handling

  • Types of errors and how to avoid them
  • Capturing and handling run-time errors - why even well-written code can sometimes fail
  • Structures: On Error Resume Next, On Error GoTo label, On Error GoTo 0

Requirements

A working knowledge of Microsoft Excel is required.

 28 Hours

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