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Introduction to Excel VBA UNC Charlotte CPE/PDH Series December 17, 2009.

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Presentation on theme: "Introduction to Excel VBA UNC Charlotte CPE/PDH Series December 17, 2009."— Presentation transcript:

1 Introduction to Excel VBA UNC Charlotte CPE/PDH Series December 17, 2009

2 Lesson 1 Objectives Record a Macro Modules Examine the VBE window –Project Explorer, Object Browser, Properties Sub Procedures –Write a Sub procedure Examine statement code –Define objects properties –Edit code

3 Personal Macro Workbook A hidden workbook that is always open Stores global macros –Save in the Personal Macro Workbook Use the View tab to unhide the Personal Workbook

4 Visual Basic Editor Project VBA Project Properties Sub Procedure in Module 1 Module

5 Sub Procedures Sub Enter_Text() ‘ Enters the text Commission in selected cell Range (“E1”).Select Active Cell.FormulaR1C1=“Commission” End Sub KeywordProcedure Name (arguments, optional) Comment Statements

6 Record a Macro Display the Developer Tab Click on the Macro tool Proceed through steps to complete the macro

7 Stop Recording Tool Click on the Stop Recording Tool

8 Edit a Macro Open the Visual Basic Editor Make the changes needed Save and Close the VBE

9 Absolute Cell References

10 Relative Cell References

11 Debug Open the VBE and Set a Breakpoint Start running the procedure Step through the code

12 Debug continued Open the VBE and Set a Breakpoint Start running the procedure Step through the code Bellerephon Investment Advisors Stock Prices Symbol: Open: High: Low: Close: Net Chg:Pct Chg:Port Alloc:Pct Prt Chg: BPAH $ 12.53 $ 12.99 $ 9.23 $ 10.35 $ (2.18)-17%10%-2% CHJD $ 41.38 $ 46.45 $ 42.23 $ 45.63 $ 4.2510%4%0% CPDH $ 21.34 $ 25.33 $ 18.34 $ 18.60 $ (2.74)-13%8%-1% EOWH $ 24.32 $ 25.67 $ 21.35 $ 21.45 $ (2.87)-12%7%-1% OBAH $ 14.32 $ 16.43 $ 13.55 $ 13.63 $ (0.69)-5%5%0% PWHG $ 23.45 $ 30.34 $ 28.34 $ 29.53 $ 6.0826%5%1% QLHZ $ 25.65 $ 29.45 $ 26.42 $ 26.95 $ 1.305% 0% QUJG $ 20.34 $ 30.21 $ 26.42 $ 27.43 $ 7.0935%10%3% SDJB $ 33.14 $ 36.43 $ 32.65 $ (0.49)-1%5%0% SJCK $ 31.54 $ 35.65 $ 24.56 $ 26.43 $ (5.11)-16%4%-1% SJGL $ 19.34 $ 25.46 $ 23.64 $ 24.56 $ 5.2227%8%2% SLHW $ 49.03 $ 53.13 $ 42.53 $ (6.50)-13%3%0% WKCH $ 1.56 $ 2.34 $ 1.94 $ 2.13 $ 0.5737%10%4% WQOC $ 13.56 $ 15.43 $ 11.23 $ 14.56 $ 1.007%5%0% ZXLQ $ 4.05 $ 6.43 $ 3.56 $ 5.25 $ 1.2030%6%2%

13 Debug continued Procedure InsertRowsCols –Correction Rows(“1:4”) Procedure InsertTxt –Corrections A1 Procedure FmtTxt –Correction Columns(“H:J”) … Percent –Move EntireColumn.AutoFit above End Sub

14 Adding a Tool to the Quick Access Toolbar Click on the Customize button on the Quick Access Toolbar Select Macros

15 Adding a Tool to the Quick Access Toolbar continued Click on Create Report Click Add

16 Adding a Tool to the Quick Access Toolbar continued Click on Create Report Click Add and OK

17 Customize the New Tool Click on the Customize menu Select the Macro Click on the Modify button Change the Tool image Change the Tool name

18 Lesson 2 Objectives Objects – Range –Selection –Active Sheet Methods –Select Properties –CurrentRegion –Sort –Name

19 Objects, Methods, & Properties Objects have properties that govern their appearance and behavior –Name of worksheet Methods govern the action the objects perform –Protect a worksheet Properties govern how the objects respond to a user action –Procedure is executed when the event occurs

20 Variables A variable is a name given to hold data. When a procedure uses a variable the current ‘value’ is used

21 Option Explicit and Dim Statements Using Option Explicit in a module helps maintain the integrity of each variable. Dim statements are a way to define variables in a procedure Ex. Dim NumberOfEmployees As Integer

22 Loops For Next Loops If Then If Then Else Case Do Loops –Do While –Do Until

23 For Next Sub ForNext Loop () For Counter = 1 to 10 [Step 1] Code is written here Next Counter – continues to collect iterations as a count End Sub

24 If…Then Syntax

25 If…Then…Else Syntax

26 Use a Do Until…Loop Sub DoUntilLoop () Do Until ActiveCell = “” Code is written here Loop End Sub

27 Case Is… Syntax

28 Find first blank row at the bottom of a list Open the file Our Company Create a Sub procedure named Database Sub GoToBottom() ‘ Goes to the first blank row in an Excel list ActiveSheet.Cells(Rows.Count,1).End(xlUp).Offset(1).Select End Sub

29 Offset and Count Properties ActiveCell.Offset(3,2) (row,column) Rows.Count The number of active rows in a worksheet Cells(Rows.Count,1) 1 st column of the last row of the list End(xlUp.Offset(1) The cell below.. The first blank row in a list

30 Lesson 3 Objectives Dialog box Input box Message box Command buttons

31 Dialog box and User Input

32 SortBy Procedure

33 DateTime Procedure RepSort Procedure

34 Lesson 4 Objectives Insert, Copy and Delete Worksheets Rename worksheets Change worksheet order Print worksheets

35 More Methods Add Method –Worksheets.Add Delete Method –Worksheets(2).Delete Copy Method –Worksheets(2).Copy After:=Worksheets(2)

36 Name Property

37 More Methods PrintPreview –Worksheets(2).PrintPreview PrintOut –Worksheets(2).Printout –Worksheets(“SE Sales”).PrintOut

38 Unit 5 Objectives Create a User Defined Function (UDF) –Declare a variable –Perform a calculation

39 User Defined Functions Begin with the keyword Function –The first line of code includes the function name as well as any arguments –Arguments are enclosed in parentheses and separated by commas –The code between the first and last lines perform the mathematical calculation –The last line of code must return the calculated answer to the name of the function End with the keywords End Function

40 Function Commission(Sales) If Sales >= 50000 Then pct = 0.15 ElseIf Sales >= 40000 Then pct = 0.12 ElseIf Sales >= 25000 Then pct = 0.1 ElseIf Sales >= 10000 Then pct = 0.08 Else pct = 0.05 End If Commission = Sales * pct End Function

41 PriceLevel Function

42 Automate Sum Functions

43 Wishing you a Wonderful Holiday Season


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