Unveil VBA For Financial Reporting

Automation is the buzz word in today’s corporate world. Whether it is manufacturing industry or the service industry, all businesses are aiming to reduce the human element for critical processes and tasks to improve efficiency and output.

As a finance aspirant, you will see this trend in finance companies as well. Calculators are replaced by laptops, ledgers are replaced by spreadsheets and hard bound documented financial models are replaced by dashboards.

Excel comes with the most astonishing tools when it comes to financial modeling. Explore the options in order to fully utilize the potential offering in excel. There are so many commands and functions which, not many people know, but are embedded in Excel and can yield excellent results if utilized properly.

This course offers quick tips to improve functionality, spreadsheet formatting, data searching and calculations amongst large data sets within Excel. The training will provide an introduction to data analysis, reporting tools, data manipulation and searching, plus an insight into simple automation of tasks using macros and VBA programming.

Learning Outcomes:

• Grasp the steps in Macro Recording
• Uncover the syntax behind VBA codes
• Solve the dilemma of reading future codes, when the need arises
• Automate spreadsheets, plus generate reports with VBA codes
• Successfully interact with users via UserForms

Course Content:

• 1. Macro Recording
• Steps in recording macros
• Why Macros are not working?
• Opening Macros in Excel 2010
• 2. Introduction To VBA
• VBE settings
• Object Browser
• Stepping through the codes
• The use of Immediate Window
• Understand the VBA syntax
• Range and Cell References
• Use of Variables
• Challenge 1: Create Simple Report Format
• 3. Decision Making & Looping In VBA
• If …Then / If …Then…Else / Select Case – Loops
• For …Next / Legacy Loops
• Exercise: Repeat the tasks Day 2
• 4. Managing Worksheets And Workbooks
• Create worksheets and workbooks from the Source Data
• Combining workbooks
• Challenge 2: Combining Master Budget For Different Departments
• 5. User Interaction
• Creating a Userform
• Programming the Userform
• Getting a File Name
• Challenge 3: Automation Of Financial Reporting (Putting All Together – Best Practice – Faster Code)

Course Methodology:

• Please bring your laptop, hands-on practical sessions. Highly practical, easy to understand/apply with demonstrations, question & answer session, discussion, presentation, relevant exercise, revision sessions for total complete understanding