Professional Training

Excel VBA for Finance Professionals - Part 1

Length
1 day
Length
1 day

Course description

Excel VBA for Finance Professionals - Part 1

By the end of the course the delegate will be competent in an array of VBA essentials:

  • The fundamentals of VBA, including working with procedures and functions, understanding objects, using expressions, variables and intrinsic functions.
  • Mastering how to control program execution.
  • In order to ensure minimal downtime while building and rolling out the program, the course also includes modules on debugging code and handling errors.

This one day course provides functional code to take away for reference, an insight into programming and practical exercises in VBA compilation. This also covers the processing of user input; declaring and using variables; and an introduction into the complexity of repeating code using loops.

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Suitability - Who should attend?

Those who wish to increase spreadsheet potential by automating their tasks and processes. Spreadsheet authors, Excel developers and finance professionals looking to learn and experiment with VBA programming in order to speed up everyday tasks. A good working knowledge of Excel is a distinct advantage, whilst experience with automation and knowledge of macros is not necessary.

Outcome / Qualification etc.

Introducing Visual Basic for Applications

  • Recording and running macros
  • Absolute vs relative referencing
  • Working with the Visual Basic Editor and Developer tab

Creating your own code

  • Understanding and creating modules
  • Common rules of programming
  • Where to store macros
  • Modifying / improving simple modules
  • Problem solving / finding concise solutions

Getting VBA to make decisions

  • Using logical comparisons
  • The IF...ENDIF structure
  • The SELECT CASE...END SELECT structure
  • Error handling and trapping

Introduction to repeating code

  • The need for and benefits of loops
  • Implementing a DO WHILE LOOP
  • Examples of the FOR... NEXT structure

Interaction between VBA and the end-user

  • Activating message boxes and user prompts
  • Processing end-user input via input boxes

Creating functions

  • Writing your own User Defined Functions (UDFs)
  • Working with multiple arguments
  • Using your bespoke function in Excel

All exercises and project files used on the course will be available to take home. Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

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