Sebastian Taylor – CFI Education – Excel VBA for Finance

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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