Automate Data Processing & Transformations with Excel VBA

This course was developed with Excel in Microsoft 365, but what you learn here can be applied to any version of excel.

This course will cover an area that most leave out, working directly in the VBA editor to process and transform your data. We are going to work with Excel VBA like any other programming language such as Python or R, and not just like an add on to excel that just formatts your worksheets.

We will first start with a refresher on arrays and objects. Then we just jump into getting data from worksheets and other workbooks. In any business setting a lot of data you will receive will be in an excel workbook, so it is important that you can gather this data programmatically.

In our transformation section we will be building 14 functions to help process and transform your data. This will all be written from scratch. This section is meant to give you functions that you can immediately apply in your day job, but more importantly it will help you start thinking about how you can start building other functions to add to your tool box. We will then improve those functions by learning to work with header names instead of working with indexes.

Finally, we have your ERP project. This is where you will use what you learned to help solve a real life scenario that comes up a lot in business, data migration to a new ERP system.

You will learn:

• How to develop function to work with data directly in the editor.

• How to programmatically get data from worksheets and workbooks.

• Export your data for you to review as you develop your data processing workflow.

Functions we will code:

• Get Data

• Export

• Absolute Value

• Sum Columns

• Add Columns

• Math

• Compare

• Copy Column

• Fill Column If

• Fill Column

• Fill Column If
  Swap Columns

• Stack Data

• Transpose

This is an intermediate Excel VBA course and students should be comfortable with the following concenpts:

• Modules

• Variables (including constants & enums)

• Functions and Subroutines

• If Statements

• For & For Each Loops

• Select Case

** There are a lot of great beginners courses available that will get you up to speed realatively quickly  and this would be a great companion course to any of them**

** A VBA Quickstart code book with commentary is provided, but this is meant to be a refresher**

** If you have programming experience then you can probably pickup these concepts as you go through the course **

Who is this course for:

• Business Analyst

• Financial Analyst

• Data Analyst

• Anyone wanting to advance their VBA skills