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Course Outline

Part I. Squeeze more from Excel

Overview of tools on the Data tab

  • Access to external data - do you really need to visit the bank's website every day to check the current exchange rate for CHF?
  • Defining connections to external data (Access, Web, Text, XML, ...)
  • Multi-level sorting - the rules and proper sorting options
  • Efficient Advanced filtering - how to create Strainer filters with access to filter criteria
  • Fast text-to-column conversion
  • Delete duplicate data
  • Enforcing input of correct data - how to ensure data is in a specific format
  • Scenario Analysis - how to prepare a professional presentation of possible scenarios
  • Scenario Analysis - how to estimate the result of a formula
  • Grouping and auto outlines - how to roll up rows and columns and show different levels of detail

PivotTable and PivotChart

  • Calculated fields - how to add a field to the PivotTable that is not directly on the sheet
  • Calculated items in the table
  • Grouping data and creating professional-looking statements

Part II. Automation i.e. VBA.

Macros

  • Recording and editing macros: Is recording silent?
  • Where to store macros - where is best to write macros

Introduction to procedural programming - the necessary foundation

  • Sub and Function - how to invoke them and what they are
  • 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, ... each loop
  • For ... loop while, until loops
  • Loop break instructions (exit)

Visual Basic in action

  • Download and upload data to a spreadsheet (Cells, Range)
  • Download and upload data to the user (InputBox, MsgBox)
  • The scope and lifetime of variables
  • Operators and their priorities
  • Useful module options
  • 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
  • Stepping through code - 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 can sometimes not work
  • Structure: 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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