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VBA (Visual Basic for Applications) in Microsoft Excel – data analysis and automation of reporting

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Confident VBA editor work - You will learn how to navigate the VBA editor efficiently, use keyboard shortcuts, understand syntax colors, and rely on tools that genuinely speed up writing, reviewing, and fixing code.

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Build your own macros - You will create your own procedures and functions, use constants correctly, and work with simple, array, and object variables, so you can automate repetitive Excel tasks on your own.

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Stronger control of code logic - You will master If statements, Select Case, and loops such as For, Do, While, and For Each, so you can build macros that react to data conditions and handle complex tasks automatically.

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Fewer automation errors - You will learn how to identify error types, handle them in code, and display clear messages, which will help you create more reliable solutions and troubleshoot issues much faster.

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Import data from many sources - You will practice importing data from text files, workbooks, the web, and Access, making it easier for you to feed reports with current data without manually copying information.

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Confident workbook operations - You will work with Application, Workbook, Worksheet, Range, and Cells objects, so you can efficiently update sheets, cells, and ranges and automate common workbook operations.

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Automated Excel reporting - You will use VBA to build reports with AutoFilter, PivotTables, conditional formatting, and date and time functions, helping you prepare recurring reports much faster and with less effort.

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Practical solutions for your job - During the exercises, you will build a macro or small application close to your daily work, such as a sales report, data analysis, or automatic charts, so you can apply the training immediately.

Training programme

1. Introduction to the development environment

  • adjusting the tool for working with VBA,
  • recording macros,
  • structure of the VBA editor window – toolbars,
  • meaning of colors in the code,
  • archiving and transferring code,
  • the most important keyboard shortcuts,
  • working with development tools that facilitate code correction.

2. Basics of Visual Basic for Applications

  • constants,
  • simple, array, and object variables,
  • procedures,
  • functions,
  • scope of variables, procedures, and functions,
  • creating your own, using built-in constants – functions and procedures.

3. Variables

  • simple,
  • array,
  • object

4. Conditional statements and loops

  • conditional statements beginning with the keyword If,
  • the Select Case selection statement,
  • loops (For, Do, While, For Each and others),
  • early termination of a loop (Exit).

5. Error handling

  • types of errors,
  • displaying information about errors, both default and custom.

6. Importing data

  • text files (optional),
  • workbooks (optional),
  • Web (optional),
  • Access (optional).

7. Workbook objects and VBA – showing the possibilities of using automation. Example objects discussed during the course

  • application,
  • workbook,
  • worksheet,
  • range,
  • cells,
  • different ways of learning objects,
  • examples of using the most important Microsoft Excel object – the Range object (operations on cells and data ranges).

8. Automation of analytical processes and reporting

  • conditional formatting,
  • autofilter,
  • pivot tables,
  • date/time functions.

9. Practical use of the acquired knowledge

Training participants will have the opportunity to write a macro or an application that will automate the activities they perform daily. Optionally, the trainer will suggest exercise topics (the content of the tasks will be adapted to the needs and level of advancement of the Participants)

  • preparation of a sales report, based on data from a text file on the basis of a template provided by the trainer,
  • preparation of a statistical analysis of employees' earnings, based on a workbook, using a pivot table,
  • division into separate worksheets of individual products, taking into account the region and category,
  • creation of an application that compares bank loans and selects the best option for the client,
  • creation of a macro (data – stock market quotes or investment funds), which in each workbook will create a chart of a specified or default number of quotes,
  • use of automatic chart creation,
  • use of automatic pivot table creation.

The program carried out in the first two days of the training coincides with the program of the training VBA in Excel Basic.

10. Training summary

What are the prerequisites for participating in the training?

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Basic Excel skills - You should be comfortable moving around Excel, working with worksheets and workbooks, and performing basic actions on cells, ranges, and data without needing extra guidance.

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Working with data - You should know how to filter, sort, and read data in Excel tables, because the training focuses on automating analyses and reports built on real business datasets.

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Interface familiarity - You should understand the main parts of the Excel interface, such as the ribbon, sheets, windows, and files, so you can smoothly move into the VBA editor and workbook objects.

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Readiness for practice - You should be ready to complete hands-on exercises and test solutions step by step, because the course is based on building macros and analyses using concrete examples.