Vba PDF

Computational Finance and Risk Management
Financial Data Access

with SQL, Excel & VBA
Guy Yollin
Instructor, Applied Mathematics
University of Washington
Guy Yollin (Copyright 2012) Data Access with SQL, Excel & VBA Introduction to VBA 1 / 50
Outline
1 Introduction to VBA
2 VBA macro recorder: simple example
3 VBA macro recorder: extending the simple example
4 The Excel VBA object model
5 The Application object, the Range object, the Cells property
6 The VBE, the Object Browser, the Developers Reference
7 The Colorful Stats project
Lecture references
John Walkenbach
Excel 2010 Power Programming with VBA
Sams, 2010
Chapter 7 - 11
J. Green, S. Bullen, R. Bovey, M. Alexander

Excel 2007 VBA Programmers Reference
Wiley, 2007
Chapter 1
Duane Birnbaum and Michael Vine

Excel VBA Programming for the Absolute Beginner, 3rd Edition
Thomson Course Technology, 2007
Chapter 1
Outline
VBA
VBA
VBA (Visual Basic for Applications) is a scripting language built into
Microsoft Office applications
MS Office applications that support VBA:

Excel
Access
Word
Powerpoint
Outlook
Almost anything you can do with an office application, you can

automate through VBA
Usefulness of VBA
Excel is a common tool for quantitative data analysis, review, and storage
VBA can enhance Excel in the following ways:
Automation of labor-intensive tasks
Formatting tables
Creating graphs
Updating data from databases or the web
Advanced analytics
Custom worksheet function development
Analysis requiring sophisticated workflows
Analysis requiring an interface to external software
Logistics of VBA programming
VBA Coding :
The VBA code that you write (or record) is stored in a VBA module
VBA modules are stored in an Excel workbook
You use the Visual Basic Editor (VBE) to view and edit VBA code
You can use the Macro Recorder to record a sequence of user actions
and create a VBA procedure to reproduce them
The terms macro and procedure are synonymous in the VBA context

J. Walkenbach, Excel 2010 Power Programming with VBA
Logistics of VBA programming
VBA Code :
VBA Code is structured as procedures
A VBA Sub procedure is a series of statements than can be executed
in a number of ways
macro button of the developer tab
Visual Basic Editor
shortcut key
quick access toolbar
another procedure
form control embedded on a worksheet
A VBA Function procedure returns a single value (or an array) and

can be called from another VBA procedure or used in a worksheet
formula

J. Walkenbach, Excel 2010 Power Programming with VBA
First VBA program
Outline
The Developer ribbon
Make sure you can access the Developer ribbon

Macro recording example
Problem A common problem is that the column width is not properly
adjusted when CSV files are first opened
Solution Record a macro to adjust the column widths

place the macro in the PERSONAL.XLSB file (this is a
place to store macros that can be shared across workbooks)
create an button for the macro on the quick launch toolbar
Turn on macro recorder
Click Record Macro to begin the process
In the Record Macro dialog, provide a macro name and description, a

shortcut key assignment (if desired), and a location to store the macro
Adjust column width
Perform Excel tasks
Click Stop Recording when finished
Add macro to the Quick Access Toolbar
Right click the Quick Access Toolbar and select customize
Select macros from the dropdown list, choose the desired macro,
modify the button, and click OK
Launch macro from Quick Access Toolbar
Click the button on the Quick Access Toolbar to run macro
Macro can also be run via the assigned shortcut key

Ctrl+Shift+C for the AutoAdjustColumns macro
The recorded macro
1 selects all cells in the worksheet

2 select all columns and autofit the width
3 selects cell A1
Outline
Typical table formating
Bold column names Border around table cells

First row shaded background Column width adjusted
Macro Recorder workflow
The basic process for getting started with VBA with the aid of the Macro
Recorder is as follows :
1 Record the actions that you want to code

2 Review the code and find the lines that perform those actions
3 Delete the rest of the code
4 Modify the recorded code
5 Add variables, control structures, and other code that the Macro
Recorder cannot record

Getting Started with VBA in Excel 2010
http://msdn.microsoft.com/en-us/library/ee814737.aspx
Border code from macro recorder
S e l e c t i o n . Borders ( xlDiagonalDown ) . L i n e S t y l e = xlNone
S e l e c t i o n . Borders ( xlDiagonalUp ) . L i n e S t y l e = xlNone
With S e l e c t i o n . B o r d e r s ( x l E d g e L e f t )
. LineStyle = xlContinuous
. ColorIndex = xlAutomatic
. TintAndShade = 0
. Weight = x l T h i n
End With
With S e l e c t i o n . B o r d e r s ( x l E d g e T o p )
. TintAndShade = 0
End With
With S e l e c t i o n . B o r d e r s ( x l E d g e B o t t o m )
. TintAndShade = 0
End With
With S e l e c t i o n . B o r d e r s ( x l E d g e R i g h t )
. TintAndShade = 0
End With
With S e l e c t i o n . B o r d e r s ( x l I n s i d e V e r t i c a l )
. TintAndShade = 0
End With
With S e l e c t i o n . B o r d e r s ( x l I n s i d e H o r i z o n t a l )
. TintAndShade = 0
End With
...
Significant border code
' remove any d i a g o n a l l i n e

' box o u t s i d e o f s e l e c t i o n
S e l e c t i o n . Borders ( xlEdgeLeft ) . LineStyle = xlContinuous
S e l e c t i o n . B o r d e r s ( xlEdgeTop ) . L i n e S t y l e = x l C o n t i n u o u s
S e l e c t i o n . B o r d e r s ( xl EdgeBottom ) . L i n e S t y l e = x l C o n t i n u o u s
S e l e c t i o n . Borders ( xlEdgeRight ) . LineStyle = xlContinuous
' box i n t e r i o r o f s e l e c t i o n
S e l e c t i o n . Borders ( x l I n s i d e V e r t i c a l ) . LineStyle = xlContinuous
S e l e c t i o n . Borders ( x l I n s i d e H o r i z o n t a l ) . LineStyle = xlContinuous
Title bold/background from macro recorder
Sub TestMacro ( )
'
' TestMacro Macro
'
'
With S e l e c t i o n . I n t e r i o r
. Pattern = x l S o l i d
. PatternColorIndex = xlAutomatic
. ThemeColor = x l T h e m e C o l o r D a r k 1
. TintAndShade = 0.14996795556505
. PatternTintAndShade = 0
End With
S e l e c t i o n . Font . Bold = True
End Sub
Note, top row was already selected for the macro recording
Significant title bold/background code
Sub TestMacro ( )
'
' TestMacro Macro
'
'
Selection . I n t e r i o r . Pattern = x l S o l i d
S e l e c t i o n . TintAndShade = 0.14996795556505
End Sub
set interior pattern to solid

set TintAndShade (-1=darkest, 1=lightest)
set Bold property of Font object to True
Final table formatting procedure
Sub F o r m a t T a b l e ( )
' s e l e c t the current region
Act iveCell . CurrentRegion . Select
' draw b o r d e r a r o u n d a l l c e l l s
S e l e c t i o n . Borders ( xlEdgeLeft ) . LineStyle = xlContinuous
S e l e c t i o n . B o r d e r s ( xlEdgeTop ) . L i n e S t y l e = x l C o n t i n u o u s
S e l e c t i o n . B o r d e r s ( xl EdgeBottom ) . L i n e S t y l e = x l C o n t i n u o u s
S e l e c t i o n . Borders ( xlEdgeRight ) . LineStyle = xlContinuous
S e l e c t i o n . Borders ( x l I n s i d e V e r t i c a l ) . LineStyle = xlContinuous
S e l e c t i o n . Borders ( x l I n s i d e H o r i z o n t a l ) . LineStyle = xlContinuous
' s e l e c t t h e t o p row o f t h e c u r r e n t r e g i o n
S e l e c t i o n . Rows ( 1 ) . S e l e c t
' make column t i t l e s b o l d w i t h a l i g h t g r a y b a c k g r o u n d
Selection . I n t e r i o r . Pattern = x l S o l i d
S e l e c t i o n . I n t e r i o r . TintAndShade = 0.15
' a d j u s t t h e column w i d t h s
C a l l AutoAdjustColumns
End Sub
Outline
Object-oriented, event-driven paradigm
Excel VBA is based on an object-oriented, event-driven paradigm
Objects Object represents elements of an application

a worksheet, a chart, a range
Properties Objects have properties that you can get and set; properties
are attributes of an object that describe its characteristics
Range("A1").Font.Bold = True
Note that a property can return an object
Methods Objects have methods or actions they can perform

Range("A1").ClearContents
Events Events are actions recognized by an object and can be

responded to by an event procedure
Object-oriented, event-driven paradigm
Object hierarchy Excel object classes are arranged in a hierarchy

Application
Workbooks collection
Workbook
Worksheets collection
Worksheet
Range
Object collections Objects of the same class are grouped together in an

collection object
Workbooks
Worksheets
Charts
Sheets
QueryTables
Simplified Excel object model
The Excel VBA object model largely emulates the user interface
Referencing items in the hierarchy
To reference items in the object hierarchy, a period (dot) is used as a

separator character
parent.child Application.Workbooks("Book1.xlsx")
Workbooks("Book1.xlsx").Worksheets(1)
object.property Worksheets("Sheet1").Range("A1").Value
object.method Range("A1").ClearContents
If you omit a specific reference to an object, Excel uses the

appropriate active object (note: it is the programmers responsibility
to make sure an appropriate object is active)
To refer to a member in a collection, use the members name or its
index number
Illustration of VBA object hierarchy
The Excel VBA object model largely emulates the user interface
Abbreviated references
Note the following line of code:

Range ( "A1" ) = 42
Is interpreted as:
A p p l i c a t i o n . A c t i v e W o r k b o o k . A c t i v e S h e e t . Range ( "A1" ) . V a l u e = 42
Because:
The Value property is the default property of the Range object
ActiveSheet is assumed
ActiveWorkbook is assumed
Application is assumed
Outline
Important Application object properties (300)
ActiveCell Returns a Range object that represents the active cell

ActiveSheet Returns an object that represents the active sheet (the
sheet on top)
ActiveChart Returns a Chart object that represents the active chart
ActiveWorkbook Returns a Workbook object that represents the
workbook in the active window (the window on top)
ActiveWindow Returns a Window object that represents the active
window (the window on top)
RangeSelection Returns a Range object that represents the selected cells
Selection Returns the selected object in the active window
(Range object or chart object)
see Developers Guide to the Excel 2010 Application Object

http://msdn.microsoft.com/en-us/library/office/gg192737
Important properties and methods of the Range object
Properties
Value Get/set cell values (default property for Range object)
Text Returns formatted text in a cell
Formula Get/Set formula in a cell
Address Returns text string of cell address
Font Returns a Font object
Methods
Select Selects a range
Copy Copy a range
Clear deletes contents and formatting
ClearContents deletes contents but leaves formatting
see Developers Guide to the Excel 2010 Range Object
http://msdn.microsoft.com/en-us/library/office/gg192736
Other important properties
Cells Returns a Range object that represents the cells in the specified
range
Worksheets("Sheet2").Cells(2, 3)
Offset Returns a Range object that represents a range thats offset

from the specified range
Range("A1").Offset(1, 2)
Both the Cells and Offset properties are useful in looping statements
where the row and column inputs (offsets) could be based on loop
counters
Outline
Object Browser
From the VBE, you can press F2 to open the Object Browser
Search or browser for classes, methods, properties, and events

Developer Reference
From the Object Browser, you can click the question mark to open the
Developer Reference to the selected section
Developer Reference
Help on methods, properties, and events
The Visual Basic Editor (VBE)
Immediate window
From the VBE, you can press Ctrl+G to make the immediate window
visible
The Immediate window is extremely useful for executing VBA

statements directly and for debugging code
Outline
The Colorful Stats project
The Colorful Stats project is an introductory VBA exercise developed in

chapter 1 of Excel VBA Programming for the Absolute Beginner
Colorful Stats is implemented as

an event procedure
Event procedures are

self-contained blocks of code
that require some type of
stimulus in order to run. The
stimulus often comes directly
from the user (for example, a
mouse click), but may also result
from another piece of code

D. Birnbaum, Excel VBA Programming for the Absolute Beginner
Add a control to a worksheet
Click the Insert Controls button on the developer ribbon

Select a control (in this case an ActiveX command button)
Note the Design Mode button is now depressed
Click and drag on the worksheet to set the controls size and location
Edit control properties
Click the Controls Property button (or double click on the control) to
open the Properties dialog
Edit the desired properties like Caption, Name, etc.

Edit event procedure
Click View Code (or double click the control) to open the VBE
Select the type of event to respond to (e.g. click) and edit the code
for the event procedure
Exit Design Mode and test the application
Colorful Stats source code
P r i v a t e Sub c m d C a l c u l a t e _ C l i c k ( )
'

' Add f o r m u l a s f o r summary s t a t s
'

With A c t i v e S h e e t
' These f o r m u l a s a r e e n t e r e d i n t o t h e new w o r k s h e e t .
. r a n g e ( "D2" ) . F o r m u l a = "=COUNT( " & ActiveWindow . S e l e c t i o n . A d d r e s s & " ) "
. r a n g e ( "D3" ) . F o r m u l a = "=MIN( " & ActiveWindow . S e l e c t i o n . A d d r e s s & " ) "
. r a n g e ( "D4" ) . F o r m u l a = "=MAX( " & ActiveWindow . S e l e c t i o n . A d d r e s s & " ) "
. r a n g e ( "D5" ) . F o r m u l a = "=SUM( " & ActiveWindow . S e l e c t i o n . A d d r e s s & " ) "
. r a n g e ( "D6" ) . F o r m u l a = "=AVERAGE( " & ActiveWindow . S e l e c t i o n . A d d r e s s & " ) "
. r a n g e ( "D7" ) . F o r m u l a = "=STDEV( " & ActiveWindow . S e l e c t i o n . A d d r e s s & " ) "
'

' Add l a b e l s and s t a t s
'

. r a n g e ( " C2 " ) . V a l u e = " Count : "
. r a n g e ( " C3 " ) . V a l u e = " Min : "
. r a n g e ( " C4 " ) . V a l u e = "Max : "
. r a n g e ( " C5 " ) . V a l u e = "Sum : "
. r a n g e ( " C6 " ) . V a l u e = " A v e r a g e : "
. r a n g e ( " C7 " ) . V a l u e = " S t a n Dev : "
. r a n g e ( " C2 : D7" ) . S e l e c t
End With
'

' Format t h e l a b e l s and s t a t s .
'

With S e l e c t i o n
. Font . S i z e = 16
. Font . B o l d = True
. Font . C o l o r = RGB( 2 3 2 , 2 1 1 , 1 6 2 ) ' Husky G o l d
. Font . Name = " A r i a l "
. Columns . A u t o F i t
. I n t e r i o r . C o l o r = RGB( 5 4 , 6 0 , 1 1 6 ) ' Husky P u r p l e
. B o r d e r s . Weight = x l T h i c k
. B o r d e r s . C o l o r = RGB( 2 1 6 , 2 1 7 , 2 1 8 ) ' Husky Gray
End With
r a n g e ( "A1" ) . S e l e c t
End Sub
Computational Finance and Risk Management
http://depts.washington.edu/compfin

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Computational Finance and Risk Management

Financial Data Access

2 VBA macro recorder: simple example

3 VBA macro recorder: extending the simple example

4 The Excel VBA object model

5 The Application object, the Range object, the Cells property

6 The VBE, the Object Browser, the Developers Reference

7 The Colorful Stats project

J. Green, S. Bullen, R. Bovey, M. Alexander

Duane Birnbaum and Michael Vine

2 VBA macro recorder: simple example

3 VBA macro recorder: extending the simple example

4 The Excel VBA object model

5 The Application object, the Range object, the Cells property

6 The VBE, the Object Browser, the Developers Reference

7 The Colorful Stats project

MS Office applications that support VBA:

Almost anything you can do with an office application, you can

A VBA Function procedure returns a single value (or an array) and

2 VBA macro recorder: simple example

3 VBA macro recorder: extending the simple example

4 The Excel VBA object model

5 The Application object, the Range object, the Cells property

6 The VBE, the Object Browser, the Developers Reference

7 The Colorful Stats project

Make sure you can access the Developer ribbon

Solution Record a macro to adjust the column widths

Click Record Macro to begin the process

In the Record Macro dialog, provide a macro name and description, a

Perform Excel tasks

Click Stop Recording when finished

Right click the Quick Access Toolbar and select customize

Click the button on the Quick Access Toolbar to run macro

Macro can also be run via the assigned shortcut key

1 selects all cells in the worksheet

2 VBA macro recorder: simple example

3 VBA macro recorder: extending the simple example

4 The Excel VBA object model

5 The Application object, the Range object, the Cells property

6 The VBE, the Object Browser, the Developers Reference

7 The Colorful Stats project

Bold column names Border around table cells

1 Record the actions that you want to code

' remove any d i a g o n a l l i n e

set interior pattern to solid

2 VBA macro recorder: simple example

3 VBA macro recorder: extending the simple example

4 The Excel VBA object model

5 The Application object, the Range object, the Cells property

6 The VBE, the Object Browser, the Developers Reference

7 The Colorful Stats project

Excel VBA is based on an object-oriented, event-driven paradigm

Objects Object represents elements of an application

Methods Objects have methods or actions they can perform

Events Events are actions recognized by an object and can be

Object hierarchy Excel object classes are arranged in a hierarchy

Object collections Objects of the same class are grouped together in an

To reference items in the object hierarchy, a period (dot) is used as a

If you omit a specific reference to an object, Excel uses the

Note the following line of code:

2 VBA macro recorder: simple example

3 VBA macro recorder: extending the simple example

4 The Excel VBA object model