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

Introduction to Excel VBAIntroduction to Excel VBA

UNC Charlotte

CPE/PDH Series

December 17, 2009

Lesson 1 ObjectivesLesson 1 ObjectivesRecord a MacroModulesExamine the VBE window

– Project Explorer, Object Browser, PropertiesSub Procedures

– Write a Sub procedureExamine statement code

– Define objects properties– Edit code

Personal Macro WorkbookPersonal 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

Visual Basic EditorVisual Basic Editor

Project VBA Project

Properties

Sub Procedure in Module 1

Module

Record a MacroRecord a Macro

Display the Developer Tab

Click on the Macro tool

Proceed through steps to complete the macro

Stop Recording ToolStop Recording Tool

Click on the Stop Recording Tool

Edit a MacroEdit a Macro

Open the Visual Basic Editor Make the changes needed Save and Close the VBE

Absolute Cell ReferencesAbsolute Cell References

Relative Cell ReferencesRelative Cell References

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

Debug continuedDebug 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 $ 4.25 10% 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 $ 6.08 26% 5% 1%

QLHZ $ 25.65 $ 29.45 $ 26.42 $ 26.95 $ 1.30 5% 5% 0%

QUJG $ 20.34 $ 30.21 $ 26.42 $ 27.43 $ 7.09 35% 10% 3%

SDJB $ 33.14 $ 36.43 $ 32.65 $ 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 $ 5.22 27% 8% 2%

SLHW $ 49.03 $ 53.13 $ 42.53 $ 42.53 $ (6.50) -13% 3% 0%

WKCH $ 1.56 $ 2.34 $ 1.94 $ 2.13 $ 0.57 37% 10% 4%

WQOC $ 13.56 $ 15.43 $ 11.23 $ 14.56 $ 1.00 7% 5% 0%

ZXLQ $ 4.05 $ 6.43 $ 3.56 $ 5.25 $ 1.20 30% 6% 2%

Debug continuedDebug continued

Procedure InsertRowsCols– Correction Rows(“1:4”)

Procedure InsertTxt– Corrections A1

Procedure FmtTxt– Correction Columns(“H:J”) … Percent– Move EntireColumn.AutoFit above End Sub

Adding a Tool to the Quick Adding a Tool to the Quick Access ToolbarAccess Toolbar

Click on the Customize button on the Quick Access ToolbarSelect Macros

Adding a Tool to the Quick Adding a Tool to the Quick Access Toolbar continuedAccess Toolbar continued

Click on Create ReportClick Add

Adding a Tool to the Quick Adding a Tool to the Quick Access Toolbar continuedAccess Toolbar continued

Click on Create ReportClick Add and OK

Customize the New ToolCustomize the New Tool

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

Lesson 2 ObjectivesLesson 2 ObjectivesObjects

– Range– Selection– Active Sheet

Methods– Select

Properties– CurrentRegion– Sort– Name

Objects, Methods, & PropertiesObjects, 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

VariablesVariables

A variable is a name given to hold data.

When a procedure uses a variable the current ‘value’ is used

Option Explicit and Dim StatementsOption 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

LoopsLoops

For Next LoopsIf ThenIf Then ElseCaseDo Loops

– Do While– Do Until

For NextFor Next

Sub ForNext Loop ()For Counter = 1 to 10 [Step 1]

Code is written hereNext Counter – continues to collect iterations as a countEnd Sub

If…Then SyntaxIf…Then Syntax

If…Then…Else SyntaxIf…Then…Else Syntax

Use a Do Until…LoopUse a Do Until…Loop

Sub DoUntilLoop ()Do Until ActiveCell = “”

Code is written here

LoopEnd Sub

Case Is… SyntaxCase Is… Syntax

Find first blank row at the bottom Find first blank row at the bottom of a listof a listOpen the file Our CompanyCreate 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

Offset and Count PropertiesOffset and Count Properties

ActiveCell.Offset(3,2)(row,column)

Rows.CountThe number of active rows in a worksheet

Cells(Rows.Count,1) 1st column of the last row of the list

End(xlUp.Offset(1)The cell below .. The first blank row in a list

Lesson 3 ObjectivesLesson 3 Objectives

Dialog boxInput boxMessage boxCommand buttons

Dialog box and User InputDialog box and User Input

SortBy ProcedureSortBy Procedure

DateTime ProcedureDateTime Procedure

RepSort ProcedureRepSort Procedure

Lesson 4 ObjectivesLesson 4 Objectives

Insert, Copy and Delete WorksheetsRename worksheetsChange worksheet orderPrint worksheets

More MethodsMore Methods

Add Method– Worksheets.Add

Delete Method– Worksheets(2).Delete

Copy Method– Worksheets(2).Copy After:=Worksheets(2)

Name PropertyName Property

More MethodsMore Methods

PrintPreview– Worksheets(2).PrintPreview

PrintOut– Worksheets(2).Printout– Worksheets(“SE Sales”).PrintOut

Unit 5 ObjectivesUnit 5 Objectives

Create a User Defined Function (UDF)– Declare a variable– Perform a calculation

User Defined FunctionsUser 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

Function Commission(Sales)Function Commission(Sales)Function Commission(Sales)If Sales >= 50000 Thenpct = 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 * pctEnd Function

PriceLevel FunctionPriceLevel Function

Automate Sum FunctionsAutomate Sum Functions

Wishing you a Wonderful Holiday Wishing you a Wonderful Holiday SeasonSeason