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Automate Data Processing & Transformations with Excel VBA

person icon Carl Walenciak

4

Automate Data Processing & Transformations with Excel VBA

Work directly in VBA Editor to develop code that will automate your data processing and transformations.

updated on icon Updated on Jun, 2024

language icon Language - English

person icon Carl Walenciak

category icon Excel VBA,Excel,Computer Programming,Coding,Data Analysis

Lectures -39

Resources -2

Duration -3 hours

4

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Course Description

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 formats 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 toolbox. 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.

Goals

  • How to develop a 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

Prerequisites

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


Automate Data Processing & Transformations with Excel VBA

Curriculum

Check out the detailed breakdown of what’s inside the course

Overview
4 Lectures
  • play icon Course Overview 02:20 02:20
  • play icon 1D Arrays Refresher 07:45 07:45
  • play icon 2D Arrays Refresher 04:49 04:49
  • play icon VBA Editor Introduction (Optional) 02:18 02:18
Excel VBA Overview
5 Lectures
Tutorialspoint
Get Data
7 Lectures
Tutorialspoint
Transform Functions
15 Lectures
Tutorialspoint
Header Index
3 Lectures
Tutorialspoint
ERP Project
5 Lectures
Tutorialspoint

Instructor Details

carl walenciak

carl walenciak

Carl Walenciak is a Data Analytics Specialist with 10 plus years of experience working for multinational companies. A majority of his time has been spent working in Excel and Excel VBA, developing data processing workflows that are automated, saving time and money.

Carl's background includes a B.S. in Finance and Real Estate from Cal Poly Pomona and a Masters in Data Science from SMU. He has a passion for all things data, and loves to learn and share his knowledge on Data, Excel VBA, and R.

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