Description
Sebastian Taylor – CFI Education – Excel VBA for Finance download, Sebastian Taylor – CFI Education – Excel VBA for Finance review, Sebastian Taylor – CFI Education – Excel VBA for Finance free
Sebastian Taylor – CFI Education – Excel VBA for Finance
Excel VBA for Finance
This VBA course covers everything you need to know to get started with Excel VBA. You’ll learn how to set up your VBA environment so that you can create your own custom functions to streamline your work in finance.
Overview
Excel VBA for Finance Course Overview
This course will teach you the fundamentals of Excel VBA and is perfect for finance professionals who are comfortable with Excel and want to expand their knowledge. The course starts with the basics by teaching you how to set up the VBA environment, when and why to use VBA, and how to build custom formulas. We will then use this foundation to progress to more advanced topics such as how to handle errors and exceptions, how to publish your functions and share them with your colleagues, set up events and automation, and work with arrays. VBA is a great tool to automate repetitive tasks on Excel and is also able to streamline long, complex calculations. This course uses a case study of a multinational company to create a custom function and explore various useful topics and concepts in VBA.
Excel VBA for Finance Learning Objectives
By the end of this course, you will be able to:Know when and why to use VBA
Create Custom Formulas in VBA to be used in Excel
Identify coding errors, and manage errors in your data
Publish your custom Functions and share them with your colleagues
Create Events, and Automate Tasks
Source large datasets
Who should take this course?
This Excel VBA for Finance course is perfect for professionals who have a solid understanding of excel and want to expand its usability. This course is designed to equip anyone who desires to begin a career in investment banking, sales, and trading, treasury, or other areas of finance with a fundamental knowledge of Excel. This course is also great for aspiring Business Analysts. Although VBA functions quite similarly in Mac and Windows, some features will perform differently, and we recommend students use Windows to complete the training.
What you’ll learn
Course Introduction
VBA Course Introduction Free Preview
Course Outline Free Preview
Why Use VBA? Free Preview
Case Study Scenario Free Preview
Course Files Overview and Download
Custom Formulas
Session Objectives
How to Open VBA
A Tour of VBA
Create a Module
Enable Macros Notification
A Formula in Excel
A Basic Function
Making a Variable Dynamic
Application.Volatile
Future Proofing Our Code
Comments
Making Our Output Currency Dynamic
Chapter Review
Custom Formulas Exercise 1
Custom Formulas Exercise 1 Review
Custom Formulas Exercise 2
Custom Formulas Exercise 2 Review
Custom Formulas Exercise 3
Custom Formulas Advanced Examples
Errors and Exceptions
Session Objectives
Using Breakpoints
Tracking Down an Error
Option Explicit & Types of Variables
Testing Option Explicit
Variable Types for Arguments
Code Order
Other Ways to Track Values
Trapping an Exception with On Error Resume Next
Exit Function & Colons
Chapter Review
Errors and Exceptions Exercise 1
Errors and Exceptions Exercise 1 Review
Errors and Exceptions Exercise 2
Errors and Exceptions Exercise 2 Review
Recap of New Techniques
Finalize and Publish Functions
Session Objectives
Currency Recap
Catching an Exception By Using an Indented IF
Setting Up Our Code to Handle Multiple Output Currencies
Output In Any Currency
Review the Final Function
Saving Our Function as an Add-in
Download a Colleague’s File
Installing an Add-in
Preventing Add-in Code Conflicts
Events & Automations
Session Objectives
Why Use a Central Assumptions File
Create a Message Box Routine
Call the MSGBOX Each Time the Workbook Opens
Creating the Central Assumptions File
Setting Up A Code Framework
Pasting Data Back to the Workbook
Testing Our Code
How to Reference Another Workbook (Excel)
Creating a VBA Reference to Another Workbook
Using a VBA Reference to GET Value from Another File
Common Errors When Referencing Workbooks
Catching an Exception with an IF Statement
Ensuring the Update Happens Every Time the File Is Opened
For Each Loop
Adapting Our Loop
Chapter Review
Events and Automation Exercise 1
Events and Automation Exercise 1 Review
Best Practice Tips
Events and Automation Exercise 2
Events and Automation Exercise 2 Review
Working with Arrays
Sessions Objectives
Setting Up Our Project
Working With Multiple Workbooks
Testing with STOP
Selecting a Sheet in Another Workbook
Assigning Values to an Array
Testing an Array
Gathering Data and Returning to ThisWorkbook
Methods
Resize a Table
Populating a Table of Data
Loop Through Rows
Success or Failure Message
Using our Array of Data in our Model
COUNT – Code Quality Rating
Working with Arrays Exercise 1
Working with Arrays Exercise 1 Review
Working with Arrays Exercise 2
Working With Arrays Exercise 2 Review
Qualified Assessment
Qualified Assessment
