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Excel VBA and Macros Excel uses a language to implement all of the functional capability of the application. VBA (Visual Basic for Applications) is that.

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Presentation on theme: "Excel VBA and Macros Excel uses a language to implement all of the functional capability of the application. VBA (Visual Basic for Applications) is that."— Presentation transcript:

1 Excel VBA and Macros Excel uses a language to implement all of the functional capability of the application. VBA (Visual Basic for Applications) is that language. Use VBA to tell Excel what to do: – Create your own new functions – Automate things you do every day 1

2 Macros A macro is a set of instructions you give Excel in the VBA language i.e. when you create a macro, VBA program code is automatically generated Analogy  Javascript is to HTML as a Macro is to Excel – Javascript manipulates an HTML webpage – A Macro manipulates the functionality of Excel Stored in the Visual Basic module (example later). Automates keystrokes and actions in Excel Examples: – Apply style and formatting – Manipulate data and text – Communicate with data sources (database, text files, etc.) – Create entirely new documents – Any combination, in any order, of any of the above 2

3 Recording vs. Writing macros Recording Macros can be used for simple repeated tasks – Simple – Sometimes unreliable – Very limited Writing Macros can be used for very complicated tasks – More complicated to use – Very Reliable – Virtually unlimited 3

4 Recording a Macro The easiest way to create a macro is to record a macro – Excel stores information about each step you take as you perform a series of commands. You then run the macro to repeat, or "play back," the commands. To create a macro, go to View > Macros > Record Macro. Specify the following and click OK: – Macro name (no spaces) – Shortcut, if desired – Location to store the macro and – Description - a good reminder of what the macro does (not how, just what) 4

5 Recording a Macro Once this is done, all of your actions are recorded – every cell change, scroll action, window resize, you name it. There are a couple of places which indicate Excel is record mode. – One is by viewing the Macro menu and noting that Stop Recording has replaced the option for Record Macro. – The other is in the bottom right corner. The ‘stop’ icon indicates it is in macro mode and pressing here will stop the recording (likewise, when not in record mode, this icon will be the Record Macro button, which you can use instead of going to the Macros menu). Once you complete all the actions you want to take, stop recording. 5

6 GPACalc Recording Macro Overview 6 SampleTerm! starting point for SP15! InputData!CoursePoints! These are the worksheet starting points prior to starting the recording for this macro As an overview (do not start yet; wait until next slide), what you want to do is: – Copy the SampleTerm! worksheet data setup to a new worksheet – The name of this new worksheet is in cell InputData!B2  SP15 – Copy the data from the InputData!A4:C13 to SP15!A7:C16 – Determine the formulas needed for SP15!D7:D16 as well as SP15!B1:B4

7 GPACalc data and formulas 7 SampleTerm! starting point for SP15! InputData!CoursePoints! Put formula in D7 (as shown) and copy down to D16

8 GPACalc Recording the Macro 8 Start the recording – Add Macro Name, ShortcutKey, Store macro location, and Description – Click OK Copy InputData!B2 Open new worksheet Rename it SP15 (i.e. paste) Copy all of SampleTerm worksheet to SP15 Copy InputData!A4:C13 to SP15!A7:C16 Put formula in SP15!D7 and copy down to D16 Put formulas in SP15!B1:B4 Stop recording

9 GPACalc Macro result 9 New SP15 worksheet

10 Use your first Macro, but wait… The problem with running the macro as the file is now is that you already have all the results in the file that you want i.e. the new worksheet, the input data copied over, the formulas, etc. So, you have to delete the information the macro just added! – Delete the SP15 worksheet – Make sure your cursor is where it was originally when you copied SP15 and any other issues that might have already been done (was the SampleTerm worksheet already highlighted when you saved it? etc)  if you are not sure, check the original GPACalc file you downloaded Remember, the macro is only going to do what you told it to do Save the workbook once it is again in its original starting position Close the file – you must exit so that it resets the new worksheet you want to create as Sheet1 because this is what your VBA code should specify. 10

11 OK, really, use your first Macro To put the macro to use, open the macro-enabled Excel file which was created. When you do this, assuming you have standard security settings enabled, you will see a warning across the top of the workbook which says that macros are disabled. Go to the Macros icon (under the View tab) and select View Macros. – Macros can be malicious. – Only run macros from trusted sources. In the resulting dialog box, choose the recorded macro and click Run. 11

12 Run it one more time Exit the file without saving – You want to get it back to the “template” format i.e. the environment that was the starting point for the macro before you started to record it Open the file again Run the macro using the shortcut:  CTRL-Shift-G Exit the file without saving as it is ready to submit when you are ready to do so. NOTE: This is an exercise on recording macros. 12

13 QUESTION How many times do you need to actually get a macro recorded correctly?! LOL 13

14 14 To turn on the Developer tab, execute the following steps. – Right click anywhere on the ribbon, and then click Customize the Ribbon… or click on the File tab, then choose the Options link and click Customize the Ribbon – Under Customize the Ribbon, on the right side of the dialog box, select Main tabs (if necessary). – Check the Developer check box. – Click OK. Developer Tab on Ribbon

15 Once you check the Developer box, you can find the Developer tab next to the View tab on the ribbon. When you have the developer toolbar, you'll see the following tab in the Ribbon 15  Notice that the Macros icon on the Developer tab = Macros icon then drop down View Macros on View tab  Record Macro is its own icon on the Developer tab = Macros icon then drop down Record Macros on View tab

16 VBE – Visual Basic Environment 16 More to be added soon

17 Red Button Macro Step 1. Select any cell and start the macro recorder – Developer Ribbon – Record Macro icon Step 2: Give a name to your Macro – “MakeMeRed” – No spaces or special characters except underscore – Click OK Step 3: Fill the current cell with red color Step 4: Stop Recording Step 5: Assign your Macro to a button (go to next slide for these directions) Step 6: Play with your macro Save the file as Lab7RedButton – Did you forget to save it as a macro- enabled file? Be sure to save as macro- enabled i.e. extension.xlms 17

18 18 Step 5. Assign your Macro to a button Choose Insert Icon Choose Form Control Button Draw a nice rectangle On the Assign Macro window (which automatically pops up) choose the “MakeMeRed” macro name and click OK. Update the wording on the button – “Select any cell to be red” – Click on any worksheet cell Click on the button you just drew… the cell you had clicked on prior to doing this should turn red. Highlight a range of cells. Click on the button… … go back to previous slide Red Button Macro (continued)

19 Understanding the MakeMeRed code Right click on your current worksheet name - Click on View Code option This opens the VISUAL BASIC EDITOR Notice the yellow highlighted areas that contain the filename that you just created and saved Select Modules from left side area of VBE – Click on plus sign and choose Module1 You can see the VBA Code behind MakeMeRed on the right side 19

20 MakeMeRed Macro Sub MakeMeRed() ' ' MakeMeRed Macro ' With Selection.Interior.Pattern = xlSolid.PatternColorIndex = xlAutomatic.Color = 255.TintAndShade = 0.PatternTintAndShade = 0 End With End Sub 20 Sub MakeMeRed(): This line tells Excel that we are writing a new set of instructions. The word SUB indicates that the following lines of VBA are a sub-procedure (or sub-routine). Which in computer lingo means, a group of related instructions meant to be followed together to do something meaningful. The Sub-procedure ends when Excel sees the phrase “End Sub” Lines starting with a single quote (‘): These lines are comments. Excel will ignore anything you write after a single quote. These are meant for your understanding. With Selection.Interior: While filling a cell with Red color may seem like one step for you and I, it is in fact a lot of steps for your computer. And whenever you need to do a lot of operations on the same thing (in this case, selected cell), it is better to bunch all of them. This is where the WITH statement comes into picture. When Excel sees With Seletion.Interior, Excel is going to think, “ok, I am going to do all the next operations on Selected Cell’s Interior until I see End With line“ Lines starting with.: These are the lines that tell Excel to format the cell’s interior. In this case, the most important line is.Color = 255 which is telling Excel to fill Red color in the selected cell…. Try 192 or 62. End With: This marks the end of With block. End Sub: This marks the end of our little macro named MakeMeRed().

21 Variables, Conditions and Loops 21

22 Explaining StoreNuts Dim statements: These lines declare the variables we are going to use. Notice the different data types (Integer, Range etc.) we have used for various types of data we want to hold. For Each store In Range(“C7:C30″): This line is going to tell excel that for each store (ie cell) in the range C7:C30, we need to repeat the instructions all the way until Next Store. In our case, Excel is going to repeat for 24 times. store.Value = InputBox(“Sales for Store ” & storeNum): This line shows a small box to you and asks for your input. You can enter a number and press OK (or enter). Whatever value you enter will be placed in current store’s cell. reason = InputBox(“Why are the sales deviated?”, “Reason for Deviation”, “Reason for Deviation”): This line shows a box to user with a title and default value (Reason for deviation). store.Offset(,1).value = reason: This statement places the reason for sales deviation in to the cell right to the store sales. Offset(,1) does the trick here 22

23 Create and Use variables in VBA 23

24 24

25 25

26 Referencing individual cells/ranges 26

27 Referencing individual cells/ranges 27

28 Changing Cell Properties 28 Font Color, Font Type, Font Size –.Font.Color=vbRed –.Font.Color=RGB(10,255,200) –.Font.Name=“Arial” –.Font.Size=16 Cell Border Type –.Borders(xlBottom.LineStyle=xlDouble Worksheets(“Sheet Name”).Cells(Row, Column).Property ALL PROPERTIES OF CELLS including Values –.Value=“ABCD” –.Value=123 –.Value=sin(2*3.14159*Worksheets(“Sheet1”).Cells(1,2).Value)) Formula –.Value=“=sum(A1:A5)” –.Formula=“=sum(A1:A5) –.FormulaArray=_”=Sum(R4C5:R7C9)” Border Color –.Borders.Color=vbGreem Interior Cell Color –.Interior.Color=vbBlue –.Interior.Color=RGB(255,10,100)

29 Subroutines & Sheet/Event-Driven Subroutines 29 All code you write will be part of a macro (or a subroutine) All subroutines are either GENERAL or SHEET- related (or Workbook-related) Subroutines Subroutines in Excel will belong to one of the items – The workbook (meaning all sheets in the file) Workbook-related subroutines are activated when an event occurs in any different sheets or the workbook itself (for example: when a sheet is double clicked, when the workbook is opened, …) General workbook subroutines are activated manually and have access to all sheets of the workbook – One sheet in the workbook (for example, the sheets here are “Sheet1”, “Data”, “Results”) The name of the sheets appear in parenthesis “(…)” Worksheet-related subroutines are activated when an event occurs in that particular sheet (for example: when that sheet is double clicked, when that sheet is activated, …) General worksheet subroutines are activated manually and have access to all sheets of the workbook

30 General Subroutines If declared as PUBLIC (default if not provided): – Appear as macros with the same names as the subroutine names, – Can be accessed from Public or Private subroutines of the same sheet or other sheets – Example: Assuming Sub belongs to “Sheet1”, macro will be “Sheet1.XYZ” : If declared as PRIVATE: – Do not appear as macros (used to implement small tasks that do not qualify as complete processes), – Can be accesses from Public or Private subroutines of the same sheet but not of other sheets – Example (Assume Sub belongs to “Sheet2”): 30

31 Sheet Subroutines Are ALL private to a specific sheet: Cannot be activated manually, but must be activated by one of the EVENTS: – Activate: Sub executed when the sheet is activated (switch from any sheet to the sheet containing the macro), – Deactivate: Sub executed when the sheet is deactivated (switch from sheet containing macro to another sheet), – BeforeDoubleClick: Sub executed when sheet is double-clicked (Arguments passed to Sub are Target.Row & Target.Column) – BeforeRightClick: Sub executed when sheet is right-clicked (Arguments passed to Sub are Target.Row & Target.Column) – Calculate: Sub executed when any calculation is done in sheet – Change: Sub executed when any modification is done to sheet (Arguments passed are Target.Row & Target.Column) – SelectionChange: Sub executed when the another cell is selected in sheet (Arguments passed are Target.Row & Target.Column) 31

32 Helpful Functions in VBA for Excel To comment a statement, use ‘ (a single quotation mark) before the statement To set or get a property of a cell or range of cells in the same sheet that the subroutine belongs to – Worksheets(“Sheet Name”).Cells(Row, Column).Property – Worksheets(“Sheet Name”).Range(Cells(R1,C1),Cells(R2,C2)).Property To set or get a property of a cell or range of cells in a sheet other than the one that subroutine belongs to – Worksheets(“Sheet Name”).Cells(Row, Column).Property  Same as above – Worksheets(“Sheet Name”).Range(Worksheets(“Sheet Name”).Cells(R1,C1),Worksheets(“SheetName”). Cells(R2,C2)).Property To clear contents of a cell or range of cells, simply change “.Property” above to “.ClearContents”. To switch from once sheet to another, sheet called SheetName, use Worksheets(“SheetName”).Activate To Copy part of “Sheet1” to “Sheet3”, use the two statements Worksheets(“Sheet1”).Range(Worksheets(“Sheet1”).Cells(3,4) Worksheets(“Sheet1”).Cells(8, 9)).CopyWorksheets(“Sheet3”).Paste To set the interior color of a cell or range of cells, change “.Property” above to “.Interior.Color = RGB(Red_Value, Green_Value, Blue_Value)”. To set the font type of a cell or range of cells to “Arial” for example, change “.Property” above to “.Font.Name = “Arial” ”. 32

33 To set multiple properties of the same cell or range of cells use the “WITH” statements With Sheet2.Range(Cells(3, 6), Cells(8, 12)).Font.Name = "Arial“‘ Set Font.Font.Size = 14‘ Set Font size.Font.Color = vbBlue‘ Set Font color.Value = “HELLO”‘ Set value End With To let Excel read a cell, use (a text-to-speech/speech-to-text engine comes built in with Windows XP, (and I am sure with Windows Vista too). This engine is the one that actually reads the data). Application.Speech.Speak Worksheets(“Sheet Name”).Cells(R,C).Value To email the active workbook (the file currently open) to someone, use ActiveWorkbook.SendMail recipients := "wajih@kfupm.edu.sa" 33 Helpful Functions in VBA for Excel To be continued…

34 34

35 VBA test questions http://www.excelitems.com/2010/12/excel-vba-interview- questions.html http://www.excelitems.com/2010/12/excel-vba-interview- questions.html http://macromatician.blogspot.in/2013/10/excel-vba- macros-interview- questions.html#_methods=onPlusOne%2C_ready%2C_clos e%2C_open%2C_resizeMe%2C_renderstart%2Concircled% 2Cdrefresh%2Cerefresh%2Conload&id=I0_1389263939734 &parent=http%3A%2F%2Fmacromatician.blogspot.in&pfna me=&rpctoken=74810093 http://macromatician.blogspot.in/2014/01/excel-vba- macros-interview-questions_10.html http://macromatician.blogspot.in/2014/01/excel-vba- macros-interview-questions_10.html http://www.globalguideline.com/interview_questions/Que stions.php?sc=VBA http://www.globalguideline.com/interview_questions/Que stions.php?sc=VBA 35

36 Command Button Make sure your file is saved as a Macro Enabled file On the Developer tab, click Insert In the Form Controls group, click Command Button Move your cursor to the Excel worksheet – Size the command button – An Assign Macro window is displayed – Notice the name of the macro – Click the “New” button to the right The Visual Basic editor appears – Between the two lines in the right window type: Range(“A1”).Value = “O-H… I-O” Close the Visual Basic Editor. Click the command button on the sheet (make sure Design Mode is deselected). 36

37 37  The window on the left with the names Sheet1, Sheet2 and Sheet3 is called the Project Explorer. If the Project Explorer is not visible, click View, Project Explorer.  To add the Code window for the first sheet, click Sheet1 (Sheet1).

38 Assign a Macro to the Command Button Right click CommandButton1 (make sure Design Mode is selected). Click View Code. Name the macro CB1. 38

39 Macro A series of commands and functions that are stored in a Microsoft Visual Basic module Automates your keystrokes and actions in Excel Use these when you complete the same tasks repetitively When you create a macro, VBA program code is automatically generated 39

40 Record Macro 40 Click on Developer Click on Record Macro

41 Macro Walk Through 41 Step 1: Delete the information in cells B1 and B2 Step 2: In Cell B1, Input the following Function =CONCATENATE(LEFT(A1,3),”-”, MID(A1,4,3),”-”,MID(A1.7,4)) Step 3: In Cell B2, Input the following Function =LEFT(A1,3) Step 3: See next Slide

42 Macro Walk Through 42 Step 4: Display Message: File has been Updated! Click on View Click on Project Explorer Double click on Module1

43 43 Type this line at the beginning of the VBA Code Type these two lines at the end of the VBA Code Click on Stop Recording


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