Willow Solutions, Inc. Leaf graphic
Willow SOlutions, Inc. Software that thinks like you do
News
Products
Case Studies
Tips
Willow Talk
Clients
Partners
Job Openings
Home

Products

 
 

Sample Course Outline

 

Session 2 - Intermediate Excel  (4 hours)

In this session, we will cover two important features of Excel, the PivotTable and the VBA macrocode. PivotTables are a wonderful way to create flexible, manageable reports in Excel. Rather than create multiple static reports, you can create one flexible report that can be easily changed to fit individual needs. In this session we will also cover the basics of VBA macros, with emphasis on recording and modifying the macrocode. These basic macros can be used to automate repetitive tasks, and perform actions too tedious or too complex to do by hand.

  1. Introduction

  2. PivotTables

    • Creating a new PivotTable report - PivotTable Wizard

    • Getting raw data to input to PivotTable


  3. Excel Range - absolute ranges, named ranges

  4. External Data - Tie PivotTable directly to a database query

    • Working with fields in a PivotTable - adding fields, removing fields, look at definition of different axes in PivotTables, formatting individual fields

    • Refreshing data - manual refresh, refresh on open

    • Calculated fields

    • Formatting your PivotTable report


  5. Introduction to VBA Macros

    • Record a macro. Play back the macro

    • VBA Editor. User interface, project explorer, properties window, immediate window, and the object browser

    • Object oriented programming and the Excel object model

    • Revising a Recorded Macro. Good code versus bad code. Rewrite code

    • Adding a command button and code to the sheet


  What's New | Products | Case Studies | Willow Tips | Willow Talk | Clients | Partners | Job Openings | Home
  Terms of UsePrivacy Statement
Willow Solutions, Inc.85 Willow Street, New Haven CT 06511 USA203.777.5634info@willowsolutions.com