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20 October 2017

Excel VBA for finance professionals - part 2

Category: MASTER COURSE

Applied automation techniques: functional code to take away for further use, in-depth programming techniques, practical exercises in VBA compilation, plus interfacing with user forms, declaring variables, and creating bespoke functions and routines.

Who should attend?
Anyone who creates and develops spreadsheets and needs to master the more complex aspects of VBA programming.

This course will extend the skills taught in Excel VBA for finance professionals - part 1

What you will gain
Functional code to take away for further use, in-depth programming techniques, and practical exercises in VBA compilation. You will also discover how to interface with user forms, declare variables, and create bespoke functions and routines. This one-day course will help you

  • understand how to write more complex conditional blocks of code, including areas where VBA responds to users being asked questions, and to process data
  • find out how to get code to auto-execute and to apply more creativity to your programs
  • improve your VBA routines with smoother techniques and smarter referencing.

Programme outline 
Brief recap of fundamentals

  •  recording macros and interpreting the code
  •  absolute vs relative referencing
  •  working with the visual basic editor and developer tab

Programming in VBA

  •  complex IF blocks
  •  “option explicit” and declaring variables
  •  identifying problems and limitations
  •  programming etiquette
  •  debugging and stepping techniques

Repeating code with increased power

  •  the need for and benefits of loops
  •  implementing the LOOP structure
  •  understanding the FOR... NEXT structure

Event handler tricks and techniques

  •  toggle updates and alerts
  •  prevent screen flicker
  •  decision making on user questions and internal errors
  •  security and lock-down techniques

Further powerful programming techniques

  •  auto execute code on startup
  •  prevent code collapse with “resume next”
  •  program a bespoke pivot chart drilldown

Introduction to user forms – design and implementation

  •  design simple forms for data entry
  •  form properties, controllers and commands
  •  create a bespoke security form for changing passwords

Getting creative with bespoke routines and functions

  •  further in-depth user defined functions (UDFs)
  •  search function with instance argument
  •  create a “splash screen” for a bespoke program
  •  hands-on time with a case study

All exercises and project files used on the course will be available to take home. Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

The course starts at 9.30am on each day. Lunch and refreshments are included.
6 CPD hours (where applicable)

Booking Information

Date Location Price
20 October 2017 - 09:30 London Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.
19 December 2017 - 09:30 London Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.


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Excel VBA for finance professionals - part 2

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount. Save up to 30% with the CIMA Corporate Discount Scheme (CDS). Find out more at: www.cimamastercourses.com/CDS

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We can tailor any of our Mastercourses to meet your needs as well as providing completely bespoke training solutions. Find out more

Find out more 
If you have any queries please email or phone us on: +44 (0)3332 221608. Visit our booking page for information on how to book and pay.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA Mastercourses are held in partnership with BPP.  

CIMA on demand is our range of online CPD courses specifically designed for busy finance and business professionals who need training that's convenient and will fit around their schedule. Find out more