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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 CHF exchange rate?
  • Defining connections to external data (Access, Web, Text, XML, ...)
  • Multi-level sorting - the rules and proper sorting options
  • Efficient Advanced filtering - how to create filter criteria dynamically
  • Fast text-to-column conversion
  • Delete duplicate data
  • Enforcing correct data input - how to ensure data follows a specific format
  • Simulation Analysis - how to prepare a professional presentation of possible scenarios
  • Simulation Analysis - how to estimate the result of a formula
  • Grouping and subtotaling - how to collapse rows and columns and display different levels of detail

PivotTable and PivotChart

  • Calculated fields - how to add a field to a PivotTable that does not exist in the source sheet
  • Computational elements within the table
  • Grouping data and creating professional-looking statements

Part II. Automation, i.e., VBA.

Macros

  • Recording and editing macros: Silent recording settings
  • Where to store macros - the best locations for writing macros

Introduction to procedural programming - the necessary basis

  • 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 its accompanying trap
  • For ... Next loop, For Each ... Next loop
  • For ... Loop While, Loop Until
  • Loop break instructions (Exit)

Visual Basic in action

  • Downloading and uploading data to a spreadsheet (Cells, Range)
  • Downloading and uploading 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
  • Step processing - 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, which is why properly written code can sometimes fail
  • Construction: On Error Resume Next, On Error GoTo label, On Error GoTo 0

Requirements

At least average knowledge of MS Excel.

 28 Hours

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