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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 daily to check the current exchange rate for CHF?
  • Defining 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 filter criteria
  • Fast text-to-column conversion
  • Delete duplicate data
  • Enforcing correct data input - how to ensure data adheres to specific formats
  • Scenario Manager - how to prepare a professional presentation of possible scenarios
  • Scenario Manager - how to estimate formula results
  • Grouping and subtotals - how to collapse rows and columns and display different levels of detail

PivotTable and PivotChart

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

Part II. Automation via VBA.

Macros

  • Recording and editing macros: What is silent recording?
  • Where to store macros - where is the best place 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, For ... each loop
  • While ... loop, Until ... loop
  • Loop exit instructions

Visual Basic in action

  • Downloading and uploading data to a spreadsheet (Cells, Range)
  • Downloading and uploading data to the user (InputBox, MsgBox)
  • Scope and lifetime of variables
  • Operators and their priorities
  • Useful module options
  • Securing code - protecting code from tampering and viewing code
  • Key Excel objects: Application, Workbook, Workbooks, Worksheet, Worksheets,
  • ThisWorkbook, ActiveWorkbook, ActiveCell, Selection, Range, Cells, ...

Debugging

  • Immediate window
  • Locals window
  • Step processing - but 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
  • Constructs: On Error Resume Next, On Error GoTo label, On Error GoTo 0

Requirements

At least average proficiency in MS Excel.

 28 Hours

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