Get in Touch

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 daily to check the current CHF exchange rate?
  • Setting up connections to external data (Access, Web, Text, XML, etc.)
  • Multi-level sorting: Rules and proper sorting options
  • Efficient advanced filtering: Creating criteria ranges to access filter options
  • Quick text-to-columns conversion
  • Removing duplicate data
  • Enforcing correct data entry: How to ensure data adheres to specific formats
  • Data Analysis: Preparing professional presentations of possible scenarios
  • Data Analysis: Estimating formula outcomes
  • Grouping and outlining: How to roll up rows and columns and display varying levels of detail

PivotTables and PivotCharts

  • Calculated fields: How to add fields to a PivotTable that are not present in the source sheet
  • Calculations within PivotTables
  • Data grouping and creating professional-looking statements

Part II. Automation using VBA

Macros

  • Recording and editing macros: Understanding when recording is appropriate
  • Where to store macros: The best practices for writing and saving them

Introduction to Procedural Programming - The Foundation

  • Sub and Function: How to invoke them and understand their purpose
  • Data Types: Understanding variables and the importance of declaring them
  • Conditional statements: If ... Then ... ElseIf ... Else ... End If
  • Select Case statement and handling associated logic
  • For ... Next loops and For ... Each loops
  • While ... WEnd and Until loops
  • Loop exit instructions

Visual Basic in Action

  • Downloading and uploading data to spreadsheets (Cells, Range)
  • Interacting with the user via InputBox and MsgBox
  • Scope and lifetime of variables
  • Operators and their precedence
  • Useful module options
  • Securing code: Protecting code from tampering and inspection
  • Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets
  • Other key objects: ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells

Debugging

  • Immediate Window
  • Locals Window
  • Step-through processing: What to do when something stops working
  • Watch windows
  • Call Stack

Error Handling

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

Requirements

Above-average knowledge of MS Excel.

 28 Hours

Number of participants


Price per participant

Testimonials (5)

Upcoming Courses

Related Categories