Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This hands on course focuses on the skills needed to harness the power of macros to help automate worksheet processes. Participants will learn to design, build and error check macros that are robust and easy to use. Participants will be introduced to best practices using VBA (Visual Basic the programming language for macros) and the construction of powerful, error free macros.
Topics Include:
- Using Macros in a Model
- Explore macros and Excel’s development tools.
- Explore macros and Excel’s development tools and learning to use the VBA Editor (ie. the Code, Project, Properties and Immediate Windows).
- Develop subroutines and the ability to organize and execute actions within Excel with well-designed VBA code.
- Writing Code for Macros
- Design sample macros and reinforce best practices for programming robust and error-free VBA code.
- Build and audit looping techniques to perform repetitive actions and automated decision choices.
- Customize Excel using VBA in order to create highly tailored solutions such as custom functions and to control the user experience with features such as user input forms, special controls and macro buttons.
- Macro Creation
- Build and test sample macros that automate common capital markets activities and give the user a chance to explore various capabilities.
- Create a number of functional macros including a data scrubber, dynamic range creator, table formatting, graphing macros and automated data updates.
Schedule
- November 19, 2024, 8:30 a.m. - 12:00 p.m.
- November 20, 2024, 8:30 a.m. - 12:00 p.m.
- November 26, 2024, 8:30 a.m. - 12:00 p.m.
- November 27, 2024, 8:30 a.m. - 12:00 p.m.
Who Will Benefit
Anyone who wants improve their ability to automate routine processes to save time and effort. This program would be especially useful for those involved in reporting where summarizing data in a consistent manner is important.
Prerequisite(s)
- Participants should have some computer programming experience and a strong working knowledge of Excel.
- A laptop with any version of Excel is required for this course.
- The instructor will be providing the material in-class for this session.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
The Marquee Group is Canada’s leading provider of financial modeling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Our core modeling, valuation and Excel courses are now standard training at numerous major financial institutions. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.