Excel VBA Programming for Financial Professionals

Transcription

1 Excel VBA Programming for Financial Professionals Exercise-based course to promote an understanding of the fundamental Excel VBA principles Use Visual Basic for Applications (VBA) programming in Excel spreadsheets to improve the efficiency of your financial business processes On This Course, You Will: Gain insight into the benefits of using Excel VBA and the concepts applicable to programming to enhance financial spreadsheet applications Improve your productivity and enhance your business investment in the Excel software application Understand how Excel programming can save you time and reduce errors through automating manual instructions Led by Peter Hofmann Formulate structured VBA codes using objects and functions Improve the usability of your financial spreadsheet applications through creating an improved user interface 4 7 December 2017 The Address Hotel, Dubai Marina, Dubai, UAE Delegates are required to bring a laptop loaded with MS Excel

2 Meet Your Expert International Course Director Informa s training programmes and solutions are delivered by renowned industry experts and thought leaders with extensive practical experience. Our courses are stimulating, comprehensive and well structured, allowing delegates to enhance their professional development and capability. We are a leading training provider in the Middle East, with a portfolio of subject matter across the following sectors: Audit, Risk & Governance Business Operations Engineering, Operations & Maintenance Finance Healthcare Human Resources IT Leadership & Management Marketing, Sales & Communications Oil & Gas Procurement & Supply Professional Development Project Management Real Estate Strategy Management Telecoms Course Requirements And Certificates Delegates must meet two criteria to be eligible for an Informa Certificate of Completion for a course: 1. Satisfactory attendance delegates must attend all sessions of the course. Delegates who miss more than 2 hours of the course sessions will not be eligible to sit the course exam 2. Successful completion of the course assessment Delegates who do not meet these criteria will receive an Informa Certificate of Attendance. If delegates have not attended all sessions, the Certificate will clearly state the number of hours attended. Who Should Attend This course is designed for financial professionals who use Microsoft Excel 2003 and above. The course will benefit intermediate to advanced Excel users who want to improve the efficiency of their spreadsheets through using the VBA platform. Peter Hofmann is an Executive Director of MFX Options and Solutions (Pty) Ltd, specialising in business management and corporate strategic and operational management consulting. The platform for his current business focus was established through his exposure to the holistic corporate business environment where he built a successful career over two decades, having established and built up successful departments focused on operational and executive management and board liaison. His integral involvement with a range of international clients includes projects undertaken by MFX such as: Strategic business plans, functional plans and processes, supply chain management, strategic planning and process analysis for implementation of ERP systems The assessment of economic, social and environmental impacts and development of systems and processes to drive performance management and reporting The assessment of business intelligence frameworks to support the development of integrated graphical dashboard reporting mechanisms within business entities The analysis of key ESG issues to develop reporting objectives and frameworks The development and implementation of performance strategies for business units The development of five-year strategies on an annual basis, customer surveys anad measurement, business unit strategies and electronic customer focused marketing campaigns Read What Past Delegates Said About Peter Hofmann s Previous Courses: Peter demonstrates thorough knowledge and practical expertise on the subject matter. We had interesting industry-specific discussions and interactions. Siby George, Associate Director Corporate Affairs, SSH International, Kuwait Peter was willing to listen and fast to understand, and provided very helpful solutions to my needs. Omolola Jaiyesimi, Brand & Communications Officer, Sahara Group, Nigeria

3 Excel VBA Programming for Financial Professionals 4 7 December 2017 The Address Hotel, Dubai Marina, Dubai, UAE Course Overview Since the introduction in 1978 of the VisiCalc row-and-columnbased layout of what we know as spreadsheets today, these have evolved to become powerful business tools that are widely used across business functions. Step into any of the various departments in a business and you will find some business processes that are supported by spreadsheets a budget spreadsheet to assist the Finance department, a customer spreadsheet used in Marketing, employee data maintained on a spreadsheet in Human Resources the opportunities for using Excel spreadsheets to improve business efficiencies are endless. Over more than three decades, the world of spreadsheets has witnessed a lot of change. Today Microsoft s Excel spreadsheet software leads the market, with Excel 2010 offering single spreadsheets that have 17, 179, 869, 184 cells in each worksheet! Microsoft s Excel application includes a myriad of tools that, with the correct knowledge, can be applied to improve any spreadsheet-appropriate business process. One of the tools that provides for creating structured programmes directly in Excel is the visual basic programming tool, and it provides for an improved user experience whilst reducing the risk of user-input error. This course will provide you with an understanding of the fundamental concepts appropriate to using Excel s VBA programming platform. The course also provides a basis for understanding how these concepts can be applied in your working environment to improve financial processes using Excel as a business tool. Due to the subject matter, the course is structured to be highly interactive, with the majority of time being spent on the application of fundamental VBA knowledge in the Excel product (rather than on pure theory). In addition to the many exercises throughout the duration of the course, it concludes with an extensive interactive exercise in which you create a financial VBA-based spreadsheet application based on the knowledge gained during the course. The course guides you an understanding of the fundamental aspects of Excel VBA programming and how these can be incorporated into your business process environment through an understanding of key topics, including: The components of the Visual Basic Editor (VBE) Using the Excel macro recorder to create VBA-based applications The Excel object model and referring to objects in VBA code Gaining an understanding of the programming concepts applicable to VBA Using range objects and worksheet functions in VBA Controlling programme flow, including the concept of looping Automating procedures and events An introduction to error handling and code debugging Creating dialogue boxes and user forms to enhance user communication Course Timings: Registration will commence at 08:00 on Day One. Course sessions will start promptly at 08:30 and finish at 14:30. There will be two breaks for refreshments and lunch will be served at the end of each day s sessions. Course Outline Gain An Understanding Of VBA Basics And How VBA Is Implemented In Excel Introduction To VBA The Visual Basic Editor (VBE) VBE components Group Exercise: Exploring and working with the components of the Visual Basic Editor The Excel Macro Recorder Recording options Absolute recording Relative recording Creating macros that input and format information using the macro recorder Creating macros using absolute and relative recording Simplifying VBA code created by recorded macros The Excel Object Model Object hierarchy Collections Referring to objects in VBA code Object properties and methods VBA Procedures Sub procedures Function procedures Group Exercise: Creating user buttons using form control to simplify spreadsheet use Gain An Understanding Of The Programming Concepts Applicable To VBA VBA Language Elements Comments Variables Constants Data types Arrays

4 Declaring variables using the Dim statement Declaring variables using the Static statement Declaring variables using the Public statement Declaring variables using the Private statement Range Objects Referring to ranges Range object properties Range object methods Group Exercise: Working with range object properties Worksheet Functions About functions VBA functions Worksheet functions Custom functions Group Exercise: Using various worksheet and VBA functions Controlling Programme Flow Controlling the flow of VBA routines Structured programming The Go-To statement Using If-Then structures The If-Then-Else/If-Then-End structures Using select case structures Looping Using the Go-To statement, If-Then structures, the If-Then-Else and If-Then-End and the select case structures Using looping in VBA Expanding Your Understanding Of The Programming Concepts Applicable To VBA Automatic Procedures And Events Workbook events Worksheet events Using the Workbook Open event Using the BeforeClose event Using the BeforeSave event The OnTime event Executing procedures using workbook and worksheet events Using the Workbook Open, BeforeClose and BeforeSave events VBA Errors And Debugging Programming errors Run-time errors Using the OnError statement Using the OnError Resume Next statement Identifying programme bugs Debugging Group Exercise: Identifying errors in VBA macros Creating Custom Dialogue Boxes And Using User Forms That Establish A Basis For Communicating With Your Spreadsheet Users Creating Dialogue Boxes Using the MsgBox function Using MsgBox function constants Using the InputBox function Using the MsgBox function Using the InputBox function Creating User Forms Introduction to user forms Creating user form objects User form controls User form control properties Event-handler procedures Group Exercise: Creating a user form that includes various user form controls and adjusting the properties of the user form controls Practically Applying The Basics Of VBA In Excel Covered On The Course Creating a financial-process spreadsheet using the various principles learned to incorporate VBA-based features, including: Setting up the basic spreadsheet Using the Excel macro recorder Creating user buttons Writing VBA code Controlling programme flow Incorporating automatic event Creating dialogue boxes Creating user forms for data entry Creating code to update the database Creating code for report output Would you like to run this course in-house? The in-house training division of Informa Tel: cts@informa.com

5 Excel VBA Programming for Financial Professionals 4 7 December 2017 The Address Hotel, Dubai Marina, Dubai, UAE FIVE WAYS TO REGISTER Informa Middle East PO Box 9428, Dubai, UAE register-mea@informa.com Our in-house training division Save up to 40% If you have 6 or more people interested in attending, and would like to customise this training course to suit your team and business, contact our Training Consultants on or cts@informa.com Course Excel VBA Programming for Financial Professionals US$ 3,995 US$ 4,495 US$ 4, December 2017* Course Fee Before 25 September 2017 Course Fee Before 30 October 2017 Final Fee DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL: a.watts@informa.com *Book and pay full fee for two colleagues and the third attends for FREE. * The 3 for 2 offer is valid on full price final fee registration only * Not applicable in conjunction with corporate discounts * Payment to be settled before start of the course to avail the offer * This offer is not applicable on Early Bird Prices All registrations are subject to our terms and conditions which are available at Please read them as they include important information. By submitting your registration you agree to be bound by the terms and conditions in full. Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions and successfully complete the course assessment will receive an Informa Certificate of Completion. DELEGATE DETAILS First Name: Surname: Job Title: Company: Address: Postal Code: Country: City: Tel: Mobile: Fax: PAYMENTS A confirmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. AVOID VISA DELAYS BOOK NOW Delegates requiring visas should contact the hotel they wish to stay at directly, as soon as possible. Visas for non-gcc nationals may take several weeks to process. CANCELLATION If you are unable to attend, a substitute delegate will be welcome in your place Registrations cancelled more than 15 days before the Event are subject to a US$ 250 administration fee Registrations cancelled between 14 8 days before the Event are subject to a 25% cancellation fee Registrations cancelled 7 days or less before the Event must be paid in full All registrations are subject to acceptance by Informa Middle East which will be confirmed to you in writing Due to unforeseen circumstances, Informa reserves the right to cancel the course, change the programme, alter the venue, speaker or topics For full details, please visit EVENT VENUE: ACCOMMODATION DETAILS: AA/MB FINANCE/BUSINESS OPERATIONS/IT WEB BC6789 The Address Hotel, Dubai Marina, Dubai, UAE T: We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the Informa Hospitality Desk for assistance on: Tel: Fax: hospitality@informa.com Copyright Informa Middle East Ltd