Posts Tagged ‘Excel 2007 training courses’
Microsoft Excel Charting Basics
Charts offer a quick and easy way of graphically illustrating trends within your data. One glance at a chart can make it very plain where there is a dip in sales figures, a surge in visitor numbers and a host of other trends in whatever data is being represented. In this article we will examine the various elements of an Excel chart.
The first requirement is a set of data which can easily be converted into a readable chart. It is normally best to plot data which is a summary of your information. It is also useful if your data is arranged in columns or rows with headings at the top of columns or on the left of rows.
An typical example of information which would be easy to convert into a chart is a selection containing two columns with data on the left and the corresponding values on the right. When the chart is generated, the labels are placed on what is variously known as the category axis, horizontal axis or x axis; while values are arranged on the y axis. When your data is arranged in this format, the chart that Excel plots will not need much modification.
Charts may either be embedded or standalone. Embedded charts are created directly on the worksheet, often alongside the data being plotted. A stand-alone chart has an Excel sheet dedicated solely to the chart. This is known as a chart sheet; in contrast to a worksheet.
Whether embedded or standalone, the key components of the chart are always the same. First of all, we have a chart area. This is the background to the chart as a whole. Next, we have the plot area. This is the area where the graph or chart is actually plotted. Then, as we have seen, there are two or more axes. In a typical, “no frills” chart, there are two axes: the horizontal, or category, axis and the vertical, or value, axis.
Next, we have one or more series of data. In the example given above, where we select a column of labels and one column of values, there would be only one series of data. In a chart containing more than one series, it is necessary to clarify what each column represents. This is done by adding a legend to the chart. The legend acts as a key which tells us what each colour within the chart actually stands for.
As well as the text labels associated with the axes and with the legend, we can also include chart titles. In addition to the main chart title, we also have the option of placing titles on the axes. Within the plot area, we can also choose to display grid lines. These make it easy to read the value associated with each point on the chart.
These then are the main components within a chart. However, Excel allows you to customise each of these components and add other elements which enable you to create charts which convey exactly the message you have in mind.
For more information on Excel VBA training courses, visit Macresource Computer Training, a UK IT training company offering Excel VBA Classes at their central London training centre.
Understanding Arrays In Microsoft Excel VBA
An array is basically a variable which can hold multiple, related values. One of the most useful benefits of using arrays is that you can loop through the values within the array, performing actions which use, test or modify those values. Excel itself contains dozens of arrays which are referred to as collections. For example, the “Workbooks” collection is essentially an array containing a reference to all of the workbooks currently open in Excel.
Since it is capable of holding multiple values, when you declare it, you must also declare the size of the array. The syntax for doing so is to put the size in brackets after the name of the array. For example, the line:
Dim strBranches(12) As String
could be used to declare an array capable of holding 12 string values.
When you need to refer back to the data within the array, both for the purposes of retrieval and modification of data, use the name of the array followed by an index number in brackets. However, by default the first item in an array has an index number of zero rather than one. Thus, to place the word “London” in the first item in our “strBranches” array in the example above, we would say:
strBranches(0) = “London”
Array indexing differs from the way that collection indexes are handled within Excel VBA. To access the first worksheet in the active workbook, you would say:
ActiveWorkbook.Worksheets(1)
You will find that the convention of using zero as the first index of an array is used in most programming languages; so it is probably as well to go with the flow. However, if you prefer to have one as the first index, VBA offers you two methods of doing so.
One approach is to use an “Option” declaration at the top of the module above any sub routines and variable declarations. The syntax is simple.
Option Base 1
An alternative approach is to specify the start and end index numbers in brackets after the array name when the array is declared. This approach offers more flexibility since it allows you to map the array numbers to any other numbers referred to elsewhere in your code. Thus, we could map the array index numbers to years, using a statement like the following.
Dim intYear(2000 to 2010) As Integer
If you would like to learn more about Excel VBA training courses, visit Macresource Computer Training, a UK IT training company offering Excel VBA Classes in London and throughout the UK.
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Working With Object Methods In Microsoft Excel VBA
When writing code in Microsoft Excel Visual Basic for Applications (VBA), you need to programmatically manipulate the objects inherent in Excel, such as worksheets, charts and pivot tables. In VBA, each of these objects has properties and methods which can be used to manipulate the object and make it do what you need it to. Properties are the attributes or characteristics that the object possesses, whereas methods are actions associated with the object. For example, a workbook has a “name” property and an “open” method.
Methods are a little more involved than properties in that they normally, though not always, require amplification in order to get a particular object to perform a particular action. This amplification is provided through the arguments which the programmer has to supply when using the method. Thus, in order to exit Excel altogether, we would use the “quit” method of the “Application” object, thus: “Application.Quit” without supply any arguments.
If, by contrast, we want to open a workbook, we need to supply at least one parameter: a string specifying the workbook to be opened. As you write your code, Excel will furnish a useful prompt: having entered the method, if you type an opening parenthesis, a “QuickInfo” tool tip will appear with a list of the parameters required by the method. This facility is much the same as the display of parameters when you enter a function in Excel.
Any arguments which are displayed in square brackets are optional while those not in square brackets are obligatory. Thus, for example, when using the “Open” method of the “Workbook” object, the “Filename” parameter is obligatory while the “ReadOnly” parameter is optional.
The “QuickInfo” tool tip lists all of the parameters, separated by commas, which the method can accept in the order that they must be supplied. If you do not wish to supply a given (optional) parameter, then you must still insert a comma to mark the position of the omitted argument. Thus, for example, if you wanted to use the “Open” method of the “Workbook” object and supply the “Filename” and the “ReadOnly” parameters, you would type “Workbooks.Open(“c:\reports\main.xlsx”, , True)”. Since the “ReadOnly” parameter is the third, a comma is inserted to mark the position of the missing second parameter.
There is another, very handy, technique for entering arguments is to enter the name of each parameter followed by “:=”. Using this technique, the order of parameters becomes unimportant and no reference has to be made to omitted parameters. Thus, in the example above, we could type “Workbooks.Open(FilePath:=”c:\reports\main.xlsx”, ReadOnly:=True)”.
For more information on Excel VBA training courses, visit Macresource Computer Training, a UK IT training company offering Excel VBA training courses in London and throughout the UK.
To Learn Excel VBA, You Must Already Know Excel Really Well
Pretty much everyone who uses a computer know Microsoft Excel to some degree and most are aware of macros and VBA. However, the vast majority shy away from VBA assuming it to be the preserve of Excel gurus and professional programmers. Nothing could be further from the truth: having Excel VBA training is a natural progression for anyone who knows Excel well and want to take their knowledge to the next level.
It is important to stress, however, that it’s no good attending Excel VBA training classes if your knowledge of Excel is poor. You need to know Excel itself very well before you undertake any form of Visual Basic excel training; otherwise, the applications you create are bound to be flawed.
The art of developing effective Excel applications is to create functionality which complements the features built in to the program. Excel applications created by people who are not Excel specialists or simply do not know the program very well tend to perform actions which could be accomplished by using Excel’s own set of features.
However, if you already know Excel very well and you can spare the time, attending Excel VBA courses may be a very rewarding experience. You will discover that Excel VBA is not terribly difficult to learn and that there is a great variety of learning materials available. After all, Excel has been around for a couple of decades and it is installed on most business PCs.
One of the main considerations which make Excel VBA worth learning is that the applications you write never have to be built from the ground up. All you are doing is leveraging and automating the powerful capabilities inherent in the program. It’s a bit like walking on those long moving walkways that you get at airports. Any effort you put into walking is immediately amplified and you move much faster than you do when walking on static ground.
If you end up becoming serious about developing applications, you will have a guaranteed audience; since there are so many people using Excel. Finding a decent Excel VBA training course can help your career or even help you get a pay rise in your current job. The skills you will learn will stand you in good stead for years to come.
The author is a trainer and developer with Macresource Computer Solutions, an independent computer training company offering Microsoft Excel VBA Classes in London and throughout the UK.
How To Create Column Charts in Microsoft Excel 2007
In this tutorial will look at the creation and customisation of a column chart. The first step is to select the data that we want to plot, taking care to include any column and row headings. Row headings will be used as the names of the chart series and will be displayed in the legend. Column headings will be used as category labels. If the selection includes two sets of column headings, Excel will automatically recognize this and create two sets of headings on the category axis for us.
The next step is to click on the Insert ribbon tab and from the Column drop-down menu choose the option that we require. The very first option is the omnipresent scattered column chart. Excel creates our chart and places it in the worksheet as an embedded chart. If we want to change it to a standalone chart, click on Move Chart in the Location section and then choose New Sheet and enter a name for the new chart sheet.
Having chosen a chart, you can of course customise it to suit your requirements. To change the colour of the columns, simply click once on any member of a series to highlight the whole series and then choose a colour from the Shape Fill drop-down menu in the Format contextual tab. As well as Shape Fill, the drop-down also offers Shape Outline and Fill Effects. The Fill Effects includes preset effects such as shadow, glow and bevel.
There are a number of subtypes available within the column chart type. The most basic and probably the most widely used is the clustered column chart type. To change the chart type, go to the Design contextual tab and click on Change Chart Type.
In the Stacked Column type, the overall total of all series within each category takes precedence over the individual value associated with each series. The second type of stacked column is 100% Stacked Column. Here, the height of each column becomes 100% and so all columns have exactly the same height. This type of chart shifts the emphasis away from the number or quantity represented by each series to the percentage split between series.
Excel also offers us 3-D versions of these three different column chart types. However, these are not strictly 3-D charts; they simply have a 3-D effect on the columns. It is the 3-D Column option which gives us an actual three-dimensional chart. Here, Excel adds depth to the chart and places the series along the z axis (the third dimension). The remaining column options are simply variations on these basic themes. For example, if we want to go for a 3-D chart, we might choose to have pyramids instead of rectangular blocks.
You can find out more about Excel and Excel VBA training courses, visit On Site Training Courses . Com, a UK IT training web site offering Excel VBA Classes all over the UK.
Understanding Object Properties In Excel VBA
If you are going to successfully automate Excel, you have to refer to the various components and features which the program contains. In order to do this successfully, you need to know the name VBA name assigned to each element and the correct syntax to use in order to accomplish a certain task. Each component which forms part of Excel is an object with a specific name, usually a fairly obvious name, such as workbook, worksheet or range.
Excel offers a kind of dictionary to check the correct syntax to use when working with Excel objects; it’s called the Object Browser. Simply choose View – Object Browser in the Visual Basic Editor. Choose “Excel” from the drop-down menu in the top left of the Object Browser window which is initially set to “All Libraries”. The Object browser will then display a list of all the objects within Excel. Clicking on the name of an object will display the members relating to it; in other words, the syntax which can be used when working with that particular object.
The chief elements of syntax used to manipulate Excel objects are properties and methods. Properties are attributes which the object possesses while methods are actions which can be performed on the object. If we compare this syntax to English grammar, you could say that properties are like nouns and that methods resemble verbs.
Many properties of an object will be read-only; you can check to see what they are but you cannot change them. For example, we could check the version of Excel being used with the syntax “Application.Version”; but we could not set the version. By contrast, we can both read and alter other properties. Thus we could verify the users preferred number of sheets in each new workbook with the code “Application.SheetsInNewWorkbook” and we can alter alter this number with the statement “Application.SheetsInNewWorkbook = 12″, for example. Properties which can be modified in this way are referred to as read/write.
When setting object properties, it is important to provide a value of the correct data type. Thus, in the example above, an integer has to be supplied. Some Excel VBA objects also have properties which require an enumeration, one of a fixed number of set keywords beginning with “xl”. For example, if you want to set the location of a chart, you would use one of the three built-in “xlChartLocation” enumerations: “xlLocationAsNewSheet”, “xlLocationAsObject”, or “xlAutomatic”.
If you want more information Excel VBA training courses, visit Macresource Computer Training, a UK IT training company offering Excel VBA Classes at their central London training centre.
UnderstandingColumn Charts in Excel 2007
In this tutorial will discuss how to create and customise a column chart in Microsoft Excel 2007. The first step is to select the data that we want to plot, taking care to include any column and row headings. Row headings will be used as the names of the chart series and will be displayed in the legend. Column headings will be used as category labels. If the selection includes two sets of column headings, Excel will automatically recognize this and create two sets of headings on the category axis for us.
The next step is to click the Insert ribbon tab and from the Column drop-down menu specify the option that we require. The very first option is the default clustered column. Excel creates our chart and places it in the worksheet as an embedded chart. If we want to change it to a standalone chart, click on Move Chart in the Location section and then choose New Sheet and enter a name for the new chart sheet.
Having chosen a chart, you can of course customise it to suit your requirements. To change the colour of the columns, simply click once on any member of a series to highlight the whole series and then choose a colour from the Shape Fill drop-down menu in the Format contextual tab. As well as Shape Fill, the drop-down also offers Shape Outline and Fill Effects. The Fill Effects includes preset effects such as shadow, glow and bevel.
There are quite a few subtypes available within the column chart type. The most basic and probably the most widely used is the clustered column chart type. To change the chart type, go to the Design contextual tab and click on Change Chart Type.
In the Stacked Column chart type, it is the overall total of all series within each category which takes precedence over the individual value of each series. The second type of stacked column is 100% Stacked Column. Here, the height of each column becomes 100% and so all columns have exactly the same height. This type of chart shifts the emphasis away from the number or quantity represented by each series to the percentage split between series.
Excel also offers 3-D versions of its three different column chart types. You will notice that these chart tpes are not strictly 3-D charts; they simply have a 3-D effect on the columns. It is the 3-D Column option which gives us an actual three-dimensional chart. Here, Excel adds depth to the chart and places the series along the z axis (the third dimension). The remaining column options are simply variations on these basic themes. For example, if we want to go for a 3-D chart, we might choose to have pyramids instead of rectangular blocks.
The The writer of this article is a trainer and developer with Macresource Computer Training, an independent computer training company offering Microsoft Excel 2007 training courses at their central London training centre.
Key Components Of An Excel Chart
Charts provide us with quick and easy way of graphically illustrating trends within your data. One glance at a chart can make it very plain where there is a dip in sales figures, a surge in visitor numbers and a host of other trends in whatever data is being represented. In this article we will examine the various components of an Excel chart.
The first thing we must have is a set of data which can easily be converted into a readable chart. It is normally best to plot data which is a summary of your information. It is also useful if your data is arranged in columns or rows with headings at the top of columns or on the left of rows.
An example of information which would be easy to convert into a chart is a selection containing two columns with data on the left and the corresponding values on the right. When the chart is created, the labels are placed on what is variously known as the category axis, horizontal axis or x axis; while values are arranged on the y axis. When your data is arranged in this format, the chart that Excel plots will not need much modification.
Charts may either be embedded or standalone. Embedded charts are created directly on the worksheet, often alongside the data being plotted. A stand-alone chart has an Excel sheet dedicated solely to the chart. This is known as a chart sheet; in contrast to a worksheet.
Whether embedded or standalone, the key components of the chart are always the same. First of all, we have a chart area. This is the background to the chart as a whole. Next, we have the plot area. This is the area where the graph or chart is actually plotted. Then, as we have seen, there are two or more axes. In a typical, “no frills” chart, there are two axes: the horizontal, or category, axis and the vertical, or value, axis.
Next, we have one or more series of data. In the example given above, where we select a column of labels and one column of values, there would be only one series of data. In a chart containing more than one series, it is necessary to clarify what each column represents. This is done by adding a legend to the chart. The legend acts as a key which tells us what each colour within the chart actually stands for.
As well as the text labels associated with the axes and with the legend, Excel also allows to create chart titles. As well as the main chart title, we also have the option of placing titles on the axes. Within the plot area, we can also choose to display grid lines. These make it easy to read the value associated with each point on the chart.
These then are the main elements within a chart. However, Excel allows you to customise each of these elements and add other elements which enable you to create charts which convey exactly the message you have in mind.
Author is a developer and trainer with Macresource Computer Solutions, a UK IT training company offering Microsoft Excel 2007 training courses at their central London training centre.
Understanding The Microsoft Excel Freeze Panes Command
A good many of the worksheets that are created Excel contain headings in the top row of the sheet. Normally, whenever we scroll down the sheet, any headings at the top will disappear. Similarly, if one scrolls to the right, any headings on the left will disappear. Excel’s Freeze Panes command, which is located in the View Tab of the Excel Ribbon, allows you to freeze our headings so that, as we scroll the sheet, headings remain in view.
Excel offers us three options: firstly, we can choose “Freeze Top Row”. A bold horizontal line is then displayed underneath the first row which extends into the row headings. As we scroll down the worksheet, the headings at the top of the sheet remain in view. Similarly, we can choose “Freeze First Column”. This time, the bold line extends to the right of the first column and into the column heading area. Then, as we scroll to the right, the first column remains frozen so that we can see the headings it contains and compare them with the data in the adjacent cells. To return to normal scrolling, we simply choose “Unfreeze Panes” in the “Freeze Panes” drop-down menu.
As well as freezing a single row or column, it is also possible to freeze an arbitrary number of rows and columns. To do this, you simply highlight the cell below the last row you want frozen and to the right of the last column you want frozen. So, for example, if you want to to freeze the first row and the first column, you just select cell “B2″. Once you have highlighted the cell, in the “Freeze Panes” drop-down menu, you would then choose “Freeze Panes”.
This time, there are two bold lines: one indicating the column that is frozen and one indicating the row that is frozen. Then, as we scroll down the first row remains frozen and, similarly, when we scroll to the right the first column remains frozen. Once again, to return to normal behaviour, we simply choose “Unfreeze Panes” in the “Freeze Panes” drop-down menu.
Since this command allows you to freeze any number of rows or columns, if you are ever working on a large worksheet perhaps containing multiple row and column headings, you will probably find it pretty much an essential feature.
The writer of this article is a developer and trainer with TrainingCompany.Com, an independent computer training company offering Microsoft Excel 2007Classes in London and throughout the UK.
Why Not Hold Microsoft Excel Training Courses In-House
Microsoft Excel is an excellent spreadsheet environment and a very powerful tool for business analysis. If you bought this sophisticated piece of software, it makes sense to ensure that your staff members know how to use it effectively. Having allowed them a week or two to get used to the new environment and go through some online tutorials, you will probably want to get them properly trained. Tutor-led software training has the benefit that delegates are able to ask questions as they learn and have complex concepts explained and demonstrated to them until they fully understand them.
Sending your people on a public Excel course is one possibility. However, increasingly companies are demanding to have this training customised to meet their specific demands. Microsoft Excel can be used for a variety of data analysis and storage tasks: not everyone uses it in the same way. Perhaps you will be using it for complex business modelling. Or, you may be using it to create interactive forms and reports complete with complex calculations. Maybe your staff will be using the program in a database role recording information under column headings. Booking a customised course will ensure that you only pay for instruction which is relevant to your requirements and reflects the way in which you will be using Microsoft Excel.
Before you start contacting Excel training companies, it would be a good idea to ensure that you have a clear idea of what you want to achieve by using Excel and that your expectations are realistic. When you approach training companies, you should make it clear that you do not simply want them to deliver their standard Excel courses but that you require a customised programme of training. Between you, a schedule of topics to be covered should then be drawn up and the duration of the program decided.
Part of tailoring the training will be the identification of the different requirements within your own organisation. Different people may need to do different tasks with the program and therefore need different skills. For example, some of your users will be primarily interested in using Excel for business analysis and projection. Their primary areas of interest will be the “What if” analysis tool like goal seek, scenarios and pivot tables. On the other hand, you may have people who are interested in create charts and reports either for printing or for use in PowerPoint presentations.
If a training company offer customised Excel courses, they should also be willing to accommodate the specific needs of your organisation and the different profiles of the staff members: accounts, sales and marketing, etc. Between you, you can then create a program of study which satisfies the needs of all users. Perhaps this may mean, having different courses for users with different profiles or perhaps the best approach will be a modular one whereby some modules are taken by everyone while others are only attended by certain user groups.
Author is a developer and trainer with On-SiteTrainingCourses.Com, a UK IT training company offering Microsoft Excel Classes at their central London training centre.