VBA for Financial Modeling | Excel Automation

Name: VBA for Financial Modeling | Excel Automation
Rating: 4.4 (48 reviews)

Automate repetitive work tasks and revolutionise your productivity!

Created byDealMaker Financial Training

Last updated 6/2020

English

English [Auto],

What you'll learn

Excel VBA
Excel Automation
VBA editor use
Modeling workflow improvements

Course content

10 sections • 31 lectures • 4h 15m total length

Why Learn VBA???3:48
VBA is not a core skill for most financial analysts, but learning it can automate repetitive Excel tasks, unlock rare opportunities in niche sectors, and boost employability when beneficial.
My VBA journey, and why made this course!3:30
Learn VBA for financial modeling with a project-led, learning-by-doing approach in Excel automation, drawing on eight years of finance and project finance experience, plus working copies and a 30-day guarantee.
Making the best of the course: tips and prerequisites!3:48
Assess your fit, prerequisites, Excel functionality, software, and learning materials for this VBA course. Learn through seven productivity boosting projects that automate manual tasks while upholding modeling transparency.
The ONLY way you'll learn how to code... (for REAL!!)2:41
Learn by coding, not copying, through hands-on projects that move from problem framing to a working VBA solution in Excel, with debugging and iterative walkthroughs.

Editor text types and text events12:03
Learn about the different text events recognised by the VBA editor and how you can customise the look of the editor to highlight all these different elements to improve your understanding and clarity of your VBA code!
The Main Code Window10:47
Explore the main coding window, and script your first programme - or "procedure" - following a time-honoured approach...
VBA editor modes6:02
Learn about the editor's modes, when you need them and how to switch between them.
The Immediate Window4:49
Discover the tool you'll rely on the most when working on your code and learn how it can help your debugging!
The Locals and Call Stack Windows9:02
Dig deeper into your code and learn to monitor the state of all the variables you are using. You'll also learn how to do this when you are working with multiple, nested procedure calls!
The Watch WIndow10:22
Give those bugs no place to hide! The watch window gives you fully customisable scrutiny of your procedure and allows you to automate editor responses. This will seriously level up your debugging game!
The Project and Property Windows6:59
Explore the back-end of your VBA project and learn how to manipulate key properties using the editor's graphical interface.
TEN Top Tips for using the VBA Editor!8:24
10 top tips to turn you into a power VBA wielder who works faster, smarter and a lower your error rate than your peers!

Project use case, and VBA for build16:05
Plan and implement a VBA solution that stores each worksheet's display properties (zoom, grid lines, freeze panes) in a dynamic two-dimensional array and reapply them in a new window.
Code walkthrough3:54
Walk through a VBA macro that declares variables, sizes an array of display properties, cycles through worksheets, and restores the original view with a custom shortcut.

Introduction and project use case3:17
Explore a project use case for an Excel VBA logging tool that records model changes, using a user form and an auto prompt to enable change reconciliations.
VBA for build - core logging tool17:31
Code walkthrough - core logging tool8:58
This VBA walkthrough shows a core logging tool: define ranges, use Intersect to locate the live data row, and update the log from a user prompt.
VBA for build - automatic reminders and saving14:42
Code walkthrough - automatic reminders and saving11:47
Explore a VBA workflow for automatic reminders and saving by examining event-driven code, separation of concerns, by-reference parameters, and robust log checks during close.

Project use case, and VBA for build12:33
Develop an automated redaction tool in VBA for Excel to protect sensitive financial model data. Log redaction actions, leverage for loops, range properties, and select case, with a user form.
Code walkthrough11:00
Explore a VBA driven auto redact module in Excel that organizes redaction steps, safety checks, and action procedures from launch to add step, with dynamic ranges and messages.

Project use case, and VBA for build - tool UDFs10:33
Explore how defined names, or named ranges, empower VBA for financial modeling with UDFs, and how a sheet-level tool monitors visible names, scope, and formulas to improve transparency for auditors.
Code walkthrough - tool UDFs2:35
Explore a vba code walkthrough that builds and displays udfs to count visible defined names, using for each loops, arrays, and the match function, with recalculation on sheet activation.
VBA for build - comment entry and one-click access to default Names manager3:04
Automate Excel auditing tasks with VBA by refreshing the table, adding name comments, and opening the default Name Manager with a single click via dialog boxes.
Code walkthrough1:31
Walks through a VBA workflow using named tables and named ranges. Defines add and delete row procedures, locates the last row, and prompts user confirmation.

Project use case, and VBA for build15:09
Build an automated scenario manager in VBA to explore multiple outcomes with a for loop. Use goal seek, a custom user form, a progress bar, and time-stamped outputs.
Code walkthrough7:33
Learn a VBA workflow for financial modeling in Excel, covering the main scenario run, initialization, auto save, and a loop that uses the goal seek method with error handling.

Requirements

Excel knowledge

Description

THIS COURSE WILL CHANGE EVERYTHING...!!!

Yes, of course I'd say that.... but this time it's true!

How many times have you...

Had to clean up your financial model to share with clients?
Had to reconfigure Excel display settings because they got messed up?
Lost sleep because you didn't keep your financial model's log up to date?
Had to repeatedly go through the financial model to manually remove sensitive information?
Wasted time keeping track of all the defined names in your model?
Had to lose time manually saving files for every case and scenario you calculate?

How would you feel... if all you had to do... was press a magic button and BOOM!
You finish in less than 1 second???

And what would it be worth to YOU, to know how to build your own Excel automation routines to take over the repetitive grunt work you always knew was a job for machines to do???

Learning VBA can give you ALL OF THIS!

This course teaches VBA to automate Excel by guiding you through SEVEN automation tools built for financial modelers!

You won't be left scratching your head wondering what all the VBA's for because you will be using it straight away to discover how to save yourself time at work!

I simply can't imagine a world without VBA now... I mean how would you feel if they took away your keyboard??? ... the INTERNET?????!!!

Once you know the secrets of VBA, you will never look back and frankly, the way you use Excel will never be the same again...

New doors will open - and you will be flying through them!

Who this course is for:

Financial modelers and analysts wanting to learn useful VBA!
Excel users looking for an applied VBA course

VBA for Financial Modeling | Excel Automation

What you'll learn

Explore related topics

Course content

Introduction & VBA study preparations!4 lectures • 14min

Mastering the VBA editor8 lectures • 1hr 8min

Auto-tidy tool2 lectures • 17min

Smarter "new window" views2 lectures • 20min

Smart-log tool5 lectures • 56min

Automatic redaction sequencing2 lectures • 24min

Make your own FORMULAS!1 lecture • 15min

BETTER defined name management4 lectures • 18min

The BEST scenario manager!!2 lectures • 23min

GRAND CONCLUSION & ADDITIONAL CONTENT!1 lecture • 1min

Requirements

Description

Who this course is for: