Learn EXCEL for analytics and programming


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Formation Excel en ligne par vidéo

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Fall 2012 Workshop

George Zhao

Goals of the Workshop     

?  Learn Excel tools by utilizing them in various cases

?  Tools and materials covered here are merely a sample of Excel functionality

?  Understand the logic and syntax behind Visual Basic programming, which interacts with the Excel interface

?  No programming background required

?  Create dynamic algorithms to approach cases

?  When data is changed, but retains its original format, the algorithm should be able to automatically handle the transition appropriately

Workshop Structure

?  Instead of providing function and programming syntax to memorize, this workshop emphasizes case studies, through which the skills are utilized

?  Cases: applicable situational tasks

?  Tutorials: supplemental teaching material to understand foundational materials

?  Best recommended to follow along and do the exercises with accompanying spreadsheets

Workshop Resources

Lesson materials:

?  Learning Slides[.pdf]

?  Exercises - Blank [.xlsx]

?  Exercises - Filled [.xlsm]

Contents Overview

?  Case 1: Multiplication Table

?  Case 2: Percentile Calculations

?  Tutorial 1: Variables and Arrays

?  Case 3: Hello World

?  Tutorial 2: Functions

?  Tutorial 3: Loops and Decisions

?  Case 4: Gradebook Tallying

?  Case 5: Loop through Data

?  Tutorial 4: Recording Macro

?  Case 6: Select, Pull, Display

?  Tutorial 5: Userform

?  Case 7: Subway Data All-Around Analysis


 

Multiplication Table

?  Task: If given the following on an Excel worksheet, how do we fill this up?

 

1

2

3

4

5

1

         

2

         

3

         

4

         

5

         

First Task: Building the Table

?  Suppose we are only given one side of the table initially:  

?  We need 1, 2, 3, 4, 5 to be filled up on the top row, beginning in cell B1, going rightward

?  We also want both sets of numbers to be bolded

Shift + Control + Arrow

?  Begin by selecting cell B2

?  Shift + Control + Down arrow to select all elements until an empty cell (or the end of capacity limit of the worksheet) is reached

?  Shift + Control + (Up / Down / Left / Right) arrow all work similarly

?  Control + B for bold

?  Control + C for copy

Paste Special with Shortcut

?  Use arrow to move to cell B1

?  Can Right Click > Paste Special

?  Or simply Alt + E + S

?  Select Transpose (E)

Where to Start

?  Use fixed reference cells

 

1

2

3

4

5

1

         

2

         

3

         

4

         

5

         

1-Dimensional Fixed Reference

?  Example: y = (1+r)*x^2, given a fixed value r r = 0.1

                x                 y

                                                    -3              9.9

0

1

2

Show Formulas

?  Formulas > Show Formulas

?  Toggle on and off between showing / not showing

 

Error: No Fixing Reference

?  Error

r =                             0.1

x                  y

                                     -3              9.9

 

-1   #VALUE!

                                        0                  0

-2   #VALUE!

1-Dimensional Fixed Reference

? Fix cell reference in cells A1, B2, BB32: $A$1, $B$2,

$BB$32

r =                              0.1

x                    y

                                         -3             9.9

-2             4.4

                                         -1             1.1

0               0

1               1.1 2  4.4

-3             9.9

Deeper Look into Fixing Reference

?  A1: not fixing column A nor row 1

?  $A$1: fixing column A and row 1

?  $A1: fixing ONLY column A, not row 1 ? A$1: fixing ONLY row 1, not column A

?  Whatever (row and/or column) right after the $ sign is fixed

?  If fixing BOTH row and column, press F4 while cursor is over the reference in the formula editing

Algorithm: Multiplication Table

?  Multiply the row index by the column index

? Do this for each cell in the row, and then for each row

Example: Multiplication Table

?  Focus again on cell E4: (12 = 3 x 4)

?  All entries on row 4: product of 3 (A4) and ___

?  All entries on column E: product of 4 (E1) and ___

 

Think About It

?  Focus on any single row:

?  We are traversing through various columns, but want to fix the first term (A4), so fix the column letter (A) ? Focus on any single column:

?  We are traversing through various rows, but want to fix the second term (E1), so fix the row number (1)

 

Result of Fixing

?  Fix the column (A) from the first reference, and the row (1) from the second reference

?  F2 to illustrate the formula and the references (colored)

 

Shortcuts to Paste Formula

?  Double click on the square at the lower-right corner of the cell

?  This pastes the formula down the column, avoids the effort of dragging the formula down across rows

 

Shortcuts to Paste Formula

?  Downside: won’t do the same horizontally across columns

 

?  Have to manually drag it across the columns

 

Performance Evaluation

?  How would performance have been if we were dealing with a 50 x 50 table instead?

?  Shift + Control + Down, copy, paste special (transpose) occurs constant time

?  Double clicking to paste to formulas down occurs constant time

?  Manually dragging the formulas across columns depends linearly on number of columns

Alt + Enter Pasting Method

?  Here’s the procedure of the method:

?  Paste the formula on one corner

?  Paste the formula on the other corner

?  Select all of the cells in-between to apply the same formula, using Shift + Control + arrow to get all of the wanted data

?  Click Alt + Enter

?  Much more useful when dealing with 1-dimensional list than 2-dimensional table

Alt + Enter Illustrated

?  Copy the formula in cell B2, paste into F6, select everything in-between, and hit Alt + Enter

?  Difficult to capture the desired region efficiently with the Shift + Control + arrow method

 

Quick Way to Paste Formula

                                                                                                                  1                  2                  3                  4       5

1            1      2       3       4       5

2            2      4       6       8       10

3            3      6       9       12     15

4            4      8       12     16     20

5            5      10     15     20     25

 

Remarks

?  When fixing cell reference, think:

?  Are we fixing the column?

?  Are we fixing the row?

?  Both?

?  Neither?

?  Alt + Enter way to paste formulas is more useful in 1dimensional situations

Pseudocode: The Approach

?  Multiply the row index by the column index

? Do this for each cell in the row, and then for each row

Actual Code Juxtaposed

?  Multiply the row index by the column index

 

 

Task 1

?  We are given 20 x 10 matrix of all random numbers

?  Upon supplying various integer values between 0 and

100, denoted n, give the n-th percentile of each column

 

=PERCENTILE()

?  =PERCENTILE([array], k) ? Let k be within [0, 1]

?  =PERCENTILE(A1:A10, .75) gives the 75th percentile value of the data from A1 to A10

?  =PERCENTILE(B1:B10, .05) gives the 5th percentile value of the data from B1 to B10

 

Need to Fix Reference

?  B1:B20 – fix the row? Column? Both? Neither?

?  A23/100 – fix the row? Column? Both? Neither?

 

B1:B20

?  Stores the column of data points to be analyzed

?  Think of what happens when the formula is dragged on to adjacent cells

?  DO NOT want to shift down to B2:B21 and so forth – fix the row references

?  But DO want shift right to C1:C20 – do not fix the column references

?  B$1:B$20

A23/100

?  Stores the k value

?  Think of what happens when the formula is dragged on to adjacent cells

?  DO want to shift down to A24 – do not fix row references

?  DO NOT want to shift right to B23 – fix the column references

?  $A23/100

 

Dynamic Formulas

?  Results updates automatically for different k values

 

Task 2

?  Given several integers, called x, calculate the percentile rank of those integers

?  What percentile would these integers fit into? ? If x is out of the range, error would return

?  In that case, display a message that it’s out of the range

?  =PERCENTRANK([array], x)

Without Error Trapping

?  Similar cell reference fixing as previous ? #N/A errors whenever:

?  x is smaller than the minimum value in the set

?  x is larger than the maximum value in the set

 

=IF()

?  Returns different values given the certainty of a condition

?  =IF([condition],[value if true],[value if false]

?  =IF(1=1,"YES","NO") returns “YES”

?  =IF(1=2,"YES","NO") returns “NO” ? Suppose cell A1 contains “24”

?  Suppose A2 wants to show the value in A1, but only the value is divisible by 11, otherwise leave blank

?  =IF(MOD(A1,11)=0,A1,"")

Nested =IF()

?  Suppose cell A1 contains “24”

?  In cell A2, type =IF(MOD(A1,2)=0,IF(MOD(A1,3)=0,"DIV

BY 6","DIV BY 2"),"NOT DIV BY 2") ? If divisible by 2:

?  If further divisible by 3, show that it’s divisible by 6

?  If not further divisible by 3, show that it’s merely divisible by 2 ? If not divisible by 2:

?  Display that it’s not divisible by 2

?  Change the value in A1 and see the result

=IFERROR()

?  =IFERROR([normal value], [value if error])

?  For B23 cell for example, we want

=IFERROR(PERCENTRANK(B$1:B$20,$A32),"Out of Range")

?  Return PERCENTRANK(B$1:B$20,$A32) to B23 cell, but if that results in an error, return “Out of Range” instead

 

=IFERROR() vs. =IF()

?  Logically,

=IFERROR(PERCENTRANK(B$1:B$20,$A32),"Out of

Range") is essentially this:

=IF(PERCENTRANK(B$1:B$20,$A32)=#N/A,"Out of Range")

?  However, we can’t use the latter.

?  PERCENTRANK(B$1:B$20,$A32) immediately throws an error, won’t compare to #N/A

?  So =IFERROR() is the only way to trap that error

=IFERROR() vs. =IF()

?  =IFERROR() is also much cleaner

?  Suppose in cell row 39, we want to display sum of rows

1 through 20

?  However, if the sum is less than 1000, display “< 1000” instead of the actual sum ? In B23 cell:

=IF(SUM(B1:B20)<1000,"< 1000",SUM(B1:B20))

?  Inevitable “double-typing” the core formula

=SUMIF()

?  In the previous example, output changed depending on the final output

?  If the total final out is less than 1000, display the string ? What if we want conditions for each entry?

?  In row 40, sum the entries of rows of 1 to 20, but only each individual entry is greater than 70

 

Criteria

?  Boolean condition within quotation marks ? Examples:

?  Less than 100: “<100”

?  Equals to 100: “=100”

?  Greater than 100: “>100”

?  Not 100: “<>100”

?  Greater than or equal to 100: “>= 100”

?  Less than or equal to 100: “<=100”

?  =SUMIF(B1:B20, ">70") in this scenario

A Note on This Exercise

?  No Visual Basic programming was needed for this exercise

?  Most times, if a dynamic formula in a cell can give us all the information we need, use them instead of programs

?  Faster, easier debugging

?  Much of the functions and algorithms done with formulas are the backbone for VBA programming foundation


 

Programming = Work With…

?  Data ? Data

?  Data ? Data ? Data

Let’s Get Started: Variables

?  Different types of data. Consider:

?  Name of city: New York (words)

?  Length of 14th St: 2.00 (decimal)

?  Population: 8,000,000 (integer) ? MetroCard fare: 2.25 (currency)

?  Longitude: 74 ° 00’00” (longitude)

?  Variables are categorized by the type of data they hold.

?  There are basic types, and there can be user-defined.

?  Variables and their types aren’t necessarily units.

Some Basic Variables

?  Consider a course:

?  Class size: 30 (integer)

?  Class location: Hamilton Hall (string)

?  Pass/Fail allowed: false (boolean)

?  Average grade: 94.4 (double)

?  Average letter grade: A (character)

 

Declaring Variables

Dim size as Integer

Dim location as String

Dim passFail as Boolean

Dim avgGrade as Double ? Dim ltrGrade as Char

?  Dim: denote local variables (existence in the running of procedure)

?  Variable Names: begin with letter, only contain letter, number, or underscore, cannot be reserved word

Initializing Variables

?  Can do all the declaration in one line as follows:

Dim size as Integer, location as String, passFail as Boolean, avgGrade as Double, ltrGrade as Char

size = 30

location = "Hamilton Hall"

passFail = False

avgGrade = 94.4

ltrGrade = ‘A’

Variants

?  Variables not restricted to specific type

?  No need to declare by type

size = 30

location = "Hamilton Hall"

passFail = False

avgGrade = 94.4

ltrGrade = ‘A’

Multiple Similar Variables

?  Suppose we want to store the price of pineapple for each day of the week

?  We can declare 7 separate variables:

Dim p0 as Double, p1 as Double … p6 as Double

?  Difficult to keep track of all of the variables

?  Difficult to access each of the variables

?  Gets particularly difficult when the number of entries grow higher

Solution: Arrays

?  Array: block of pigeonholes

?  7 pigeonholes, each representing a day of week:

 

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Index

0

1

2

3

4

5

6

Price

$5.03

$0.13

$1.51

$7.75

$7.24

$1.99

$0.64

 

Arrays

Dim prices(6) as Double

prices(1) to retrieve entry from index 1 (second entry) ? prices(7) will give out-of-bounds error

?  Benefit: the index can be accessed by other variables:

Dim i as integer

prices(i) gives the (i+1)th entry

Arrays

?  prices(0) = 5.03

?  prices(1) = 0.13 ? prices(2) = 1.51

?  prices(3) = 7.75

?  prices(4) = 7.24

?  prices(5) = 1.99

?  prices(6) = 0.64

 

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Index

0

1

2

3

4

5

6

Price

$5.03

$0.13

$1.51

$7.75

$7.24

$1.99

$0.64

Multidimensional Array

?  Row x column

Dim matrix(1,2) as Integer

?  Creates 2x3 matrix with 2 rows, 3 columns

matrix(0,0)

matrix(0,1)

matrix(0,2)

matrix(1,0)

matrix(1,1)

matrix(1,2)

Dynamic Array

Dim sample(9) as String

?  Creates string array of size 10 ? sample(0) = "Introduction"

?  Now suppose we want to increase the array size to 100

ReDim sample(99)

?  This would erase existing data, such as “Introduction” in cell index 0

ReDim Preserve sample(99)

?  This preserves existing data and changes size

Practice Exercise

?  What’s the result after executing this code?

Dim dat(2, 1) dat(0, 0) = "Criterion" dat(0, 1) = "Value" dat(1, 0) = "Budget" dat(1, 1) = 5123.21 dat(2, 0) = "Enough?" dat(2, 1) = True ReDim Preserve dat(2,1)

Practice Exercise

?  Did you catch that: dat originally was 3x2 twodimensional variant array? The very last line did nothing since the new dimension is the same?

 

0

1

0

Criterion

Value

1

Budget

5123.21

2

Enough?

TRUE


 

Excel Hierarchy

?  Workbook (“”)

?  Worksheet (“Sheet1”)

?  Row / Column (1 / “A”)

?  Cell (“A1”)

Moments to Run Code

?  When user selects to run: modules

?  User runs the code to tally all the numbers ? User runs the code to form a table from entries ? Etc.

?  When some action is performed: worksheet and workbook codes

?  Code is run when the workbook is opened ? Code is run when the worksheet is modified ? Etc.

Note on Running VBA Codes

?  Programs updates automatically

?  No need to “compile” as we would need to in other programming languages

?  No undoing once programs are run and make changes

?  Highly recommend saving the file before running the code

?  Even occasionally recommend saving a new copy of the file to run the code on

Worksheet Codes

?  Task: Display “Hello World” to the window when contents of “Sheet1” has been changed.

 

Most Important Key Sequence

?  To open the screen for Visual Basic editing from the Excel workbook window:

ALT + F11

ALT + F11

 

Visual Basic Window

?  Each sheet has been set by default as an object

?  The workbook is also an object

?  Codes that runs when actions are performed, are written from here

Hello World

?  Recall, task: Display “Hello World” to the window when contents of “Sheet1” has been changed.

?  Double-click on “Sheet1”

Hello World

?  Select “Worksheet”

 

Hello World

?  Since we want code to run when this worksheet is changed, select “Change” from the right menu

 

Hello World

Private Sub Worksheet_Change(ByVal Target As Range)

MsgBox "Hello World"

End Sub

?  “Hello World” is a string

?  MsgBox “Hello World” displays a pop-up box with the words “Hello World”

Hello World

 

Other Worksheet Actions

?  Activate

?  BeforeDoubleClick

?  BeforeRightClick

?  Calculate

?  Change

?  Deactivate

?  FollowHyperlink

?  PivotTableUpdate

?  SelectionChange

Workbook Actions

?  Open: codes to be run when the workbook opens

 

Practice Exercise

?  Suppose you want a pop-up that says “Welcome to the Database” when you open the workbook, and then want a pop-up that says “Are you super sure?” before any calculations are performed on Sheet1.

Practice Exercise

?  ThisWorkBook > WorkBook > Open:

Private Sub Workbook_Open()

MsgBox "Welcome to the Database!"

End Sub

?  Sheet1 > WorkSheet > Calculate:

Private Sub Worksheet_Calculate()

MsgBox "Are you sure?"

End Sub


 

A Word on Functions

?  Excel has pre-defined function, including:

?  =SUM() returns the sum of an array of numbers

?  =AVERAGE() returns the average value of an array of number ? Etc.

?  We can write, define, and use our own functions

?  For example, a function that takes an array of numbers, and returns the product of the maximum value and the minimum value

Intro to Modules

?  Subroutines (Sub)

?  Piece of code that perform a set of actions or calculations or a combination of the two

?  Does not return a value

?  Functions

?  Exactly like a subroutine except returning a value

?  Think of f(x, y, z)

?  Can have as many inputs, but returns one value

Function Example

?  Suppose given three digits a, b, c, return the number abc

?  If digits 4, 5, 6 are passed, the function returns 456

?  Algorithm: 100*a+10*b+c

?  Let’s call this function Concat

Module

?  Can no longer write codes under the worksheet objects

?  Right-click Sheet > Insert > Module

 

Concat

Function Concat(a, b, c)



Concat = 100 * a + 10 * b + c End Function

Function name equals the value to be returned

 

Using Functions in Excel

?  You can use this user-defined function in Excel cells, just like how you use =sum() or =average()

 

Concat(3, 4, 5)

?  Should return 345

?  And indeed it does

 

Practice Exercise 1

?  Without using pre-existing Excel functions, write your own function that does the following:

?  Take in 2 integers

?  Raise the first integer to the power of the second integer

?  Take that result and modulo by the second integer

?  Return this final result

?  Recall: a modulo b is the remainder after a / b, performed in VBA via a Mod b

Practice Exercise 1

Function Special(a, b)

Special = (a ^ b) Mod b End Function

?  In A1 cell, can type =special(2,3)

?  Upon hitting enter, 2 would show up in A1

?  2^3 = 8, and 8 mod 3 = 2

Practice Exercise 2

?  Without using pre-existing Excel functions, write your own function that does the following:

?  Take in a string and an integer

?  Return true or false – as to whether the length of the string is equal to the integer

?  Note: the function Len(string_variable) returns the length of string_variable as an integer

Practice Exercise 2

?  Function takes in two variables:

?  A string

?  An integer

?  Need to compute the length of the string

?  Need to compare the length of the string, to the integer

?  Return whether or not (true or false) the two values are equal

Practice Exercise 2

Function StrLength(a, b)

Length = Len(a)

StrLength = (Length = b)

End Function

?  Note that (Length = b) is a boolean statement. It is either true or false.

?  =strlength("abc",4) returns FALSE

?  =strlength("abc",3) returns TRUE


 

Loops and Decisions

?  Loops:

?  For

?  While ? Do Until ? Decisions:

?  If statements

?  If … Then … [ElseIf … Then … Else …] EndIf

?  Entries in [   ] is optional

Sample Exercise

?  Print out 1, 2 … 1000 in column A of the first 1000 rows

Cells(1,1) = 1

Cells(2,1) = 2

Cells(3,1) = 3

Cells(1000,1) = 1000

For Loop Syntax

For Row = 1 To 1000

Cells(Row, 1) = Row

Next Row

For [variable name] = [start] To [end]

[…codes to be run for each iteration…]

Next [variable name]

Same Exercise: While Loop

Row = 1

While Row <= 1000

Cells(Row, 1) = Row

Row = Row + 1

Wend

While [conditional statement]

[…does to be run…]

Wend

Common Fatal Error: While Loop

Row = 1

While Row <= 1000

Cells(Row, 1) = Row

Row = Row + 1 Wend

?  For loop forces us to increment our counter: “next

Row”

?  We have to do that on our own for While loop

Do Until

?  Similar to While loop

Row = 1

Do Until Row=1000 Cells(Row, 1) = Row

Row = Row + 1

Loop

Word on Loops

?  Usually interchangeable

?  Choice of which loop to use usually coming down to personal preference

?  For loop usually best when the number of iterations are known

If Statements

?  Given 1, 2, 3 … 1000 printed in column A

?  Display in column B whether each integer is divisible by 2, 3, both, or neither

?  Recall: a number is divisible by 6 if it’s divisible by both 2 and 3

Algorithm Approach

?  Traverse through 1, 2 … 1000

?  If divisible by 6, note it

?  Otherwise … check if it’s divisible by 2 or 3 and note if so

?  Important: If it’s divisible by 6 already, no need to check if it’s divisible by 2 or 3

?  Recall: a Mod b gives the remainder of a / b

?  In another words, a is divisible by b if a Mod b = 0

The Code

For Row = 1 To 1000

If Cells(Row, 1) Mod 6 = 0 Then

Cells(Row, 2) = "Divisible by 6"

ElseIf Cells(Row, 1) Mod 2 = 0 Then Cells(Row, 2) = "Divisible by 2"

ElseIf Cells(Row, 1) Mod 3 = 0 Then

Cells(Row, 2) = "Divisible by 3"

End If

Next Row

If Ladder

?  An If ladder begins with If … Then

?  Can include multiple ElseIf … Then

?  Ladder ends with EndIf

?  Within a ladder, as long as the first satisfying condition is met, other conditions are ignored and skipped … even if they are true

Think About It

?  What will happen after this switch or ordering?

For Row = 1 To 1000

If Cells(Row, 1) Mod 2 = 0 Then

Cells(Row, 2) = "Divisible by 2"

ElseIf Cells(Row, 1) Mod 3 = 0 Then

Cells(Row, 2) = "Divisible by 3"

ElseIf Cells(Row, 1) Mod 6 = 0 Then

Cells(Row, 2) = "Divisible by 6"

End If

Next Row

Think About it

?  Take the number 12:

?  Since it 12 % 2 = 0, satisfying the first condition, will display “Divisible by 2” and exit the If ladder

?  Even if it’s divisible by 3 and 6 also…

?  Instead, breaking this ladder into multiple different If statements works successfully

Hypothetical Revision

?  Overriding each time … just inefficient

If Cells(Row, 1) Mod 2 = 0 Then

Cells(Row, 2) = "Divisible by 2" End If

If Cells(Row, 1) Mod 3 = 0 Then

Cells(Row, 2) = "Divisible by 3" End If

If Cells(Row, 1) Mod 6 = 0 Then

Cells(Row, 2) = "Divisible by 6"

End If

Remember This?

?  Nested for loop

?  (i, j) = (2,2), (2,3) … (2,6), (3,2), (3,3) … (3,6), (4,2) … (4,6), (5,2) … (5,6), (6,2) … (6,6)

 

 

Task

?  Suppose this grading scheme:

?  With the caveat that up to 2 assignments can be dropped

?  Compute the overall grade

              Assignment         Weight            Points             Total

              HW 1                                      10%

Quiz 1     15% HW 2 10%

              Quiz 2                                     15%

Test 1      20% HW 3 10%

              Test 2                                     20%

Illustration

?  For example, if Quiz 1 and Test 1 are dropped:

?  35% of the assignments are dropped

?  HW 1 is now worth (10%) / (1 – 0.35) and so on…

                                                            Assignment Weight       Points        Total

                                                          HW 1                           10%

                                                          Quiz 1                         15%

                                                          HW 2                           10%

                                                          Quiz 2                         15%

                                                         Test 1                          20%

                                                          HW 3                           10%

                                                         Test 2                          20%

Approach

?  Take into consideration:

?  Varying total points for assignments

?  Unexpected position of empty slots

Assignment

Weight

Points

Total

 

HW 1

 

10%

18

20

Quiz 1

 

15%

 

10

HW 2

 

10%

43

50

Quiz 2

 

15%

23

24

Test 1

 

20%

 

50

HW 3

 

10%

9

20

Test 2

 

20%

49

50

Approach

?  Calculate grade for each assignment

?  If score cell is empty, keep track of the weight of the assignment

?  Need Excel functions:

?  Determine if cell is empty

?  Return different depending on whether or not another cell is blank

Useful Excel Functions

?  =IF() in Excel

?  =IF([boolean statement], [value if true], [value if false])

?  =IF(1=1, 10, 20) would return 10 since “1=1” is true

?  =IF(1=2, 10, 20) would return 20 since “1=2” is false ? =ISBLANK() in Excel

?  =ISBLANK([cell reference])

?  Returns TRUE or FALSE

?  If A1 is empty, =ISBLANK(A1) returns TRUE

Approach

?  If no points are listed in the POINTS column, a grade should not be calculated: not 0%!

Assignment Weight

Points        Total

Grade %

HW 1

10%

18

20

90.00%

Quiz 1

15%

 

10

 

HW 2

10%

43

50

86.00%

Quiz 2

15%

23

24

95.83%

Test 1

20%

 

50

 

HW 3

10%

9

20

45.00%

Test 2

20%

49

50

98.00%

Approach

?  If the “Points” column is blank, return blank in the “%” column. Otherwise, give the result of points / total

 

Approach

?  Multiply each assignment grade by the assignment weight, sum the product

?  Normalize the overall weight, to take into consideration dropped assignments

Assignment Weight

Points        Total

%

   

HW 1

Quiz 1 HW 2

Quiz 2

Test 1

HW 3

Test 2

10%

15%

10%

15%

20%

10%

20%

18

43

23

9

49

20

10

50

24

50

20

50

90.00%

86.00% 95.83%

45.00%

98.00%

Sum:

Normalized Sum:

56.08%

86.27%

             

Calculation

?  10% * 90% + 10% * 86% + 15% * 95.83% + 10% * 45% +

20% * 98% = 56.08%

?  56.08% / (100% - 15% - 20%) = 86.27%

Assignment Weight

Points        Total

%

   

HW 1

Quiz 1 HW 2

Quiz 2

Test 1

HW 3

Test 2

10%

15%

10%

15%

20%

10%

20%

18

43

23

9

49

20

10

50

24

50

20

50

90.00%

86.00% 95.83%

45.00%

98.00%

Sum:

Normalized Sum:

56.08%

86.27%

             

=SUMPRODUCT(): cross product

?  10% * 90% + 10% * 86% + 15% * 95.83% + 10% * 45% +

20% * 98% = 56.08%

?  Numbers in red represent the weights, multiplied by its corresponding grade %

?  We multiply each weight by its corresponding %, and tally them: cross product of vectors in calculus

 

Normalized Sum

?  56.08% / (100% - 15% - 20%) = 86.27%

?  If “Points” column is empty, take the “Weight” value of that row … tally this sum, to be subtracted later

Assignment Weight

Points        Total

%

   

HW 1

Quiz 1 HW 2

Quiz 2

Test 1

HW 3

Test 2

10%

15%

10%

15%

20%

10%

20%

18

43

23

9

49

20

10

50

24

50

20

50

90.00%

86.00% 95.83%

45.00%

98.00%

Sum:

Normalized Sum:

56.08%

86.27%

             

Normalized Sum

?  Added Column F to display the weight of the assignment, if there is no grade for that

 

Programming Approach

?  We already have the algorithms down

?  Just need to translate to VBA codes

?  Given the following structure to begin with:

 

Psuedocode

?  Start from row 2

?  Traverse down the rows, as long as there is an assignment

?  For each row, compute % if there is a score

?  Otherwise, keep track of the weight, to be backed out later

?  Sum-product “Weights” and “%” for the sum

?  Divide Sum by (100% - backed out weights) for normalized sum

The Code

Sub Tally()

Row = 2

BackedOut = 0

Sum = 0

While Cells(Row, 1) <> ""

If Cells(Row, 3) <> "" Then

Sum = Sum + Cells(Row, 2) * Cells(Row, 3) / Cells(Row, 4)

Else

BackedOut = BackedOut + Cells(Row, 2)

End If

Row = Row + 1

Wend

Cells(2, 9) = Sum / (1 - BackedOut)

End Sub

Set-Up

Sub Tally() Row = 2

BackedOut = 0

Sum = 0

?  Start from row 2

?  Sum and weights to back out begin with 0

Loop Running Condition

While Cells(Row, 1) <> ""

?  Cells(2,1) returns the value of row 2, column 1 … also known as cellA2

?  <> means “not equal to”

?  <> “” means not equal to blank cell … in another words, the cell contains something

Normal Entries

If Cells(Row, 3) <> "" Then

Sum = Sum + Cells(Row, 2) * Cells(Row, 3) / Cells(Row, 4)

?  Recall: column 3 (column C) is the “Points” column ? If content of column C for each row is empty, then:

?  Sum is the previous sum + (weight of assignment) * (points earned on assignment)/ (total number of points)

Empty Entries

Else

BackedOut = BackedOut + Cells(Row, 2)

End If

?  Otherwise, the weight of that assignment entry (column 2) is tallied

?  EndIf to denote the end of an If statement block

Traversing

Row = Row + 1

Wend

Cells(2, 9) = Sum / (1 - BackedOut)

Cells(2, 9).NumberFormat = "0.00%"

End Sub

?  Move onto the next row

?  Wend to denote the end of a While loop

?  End Sub to denote the end of the Subroutine

Remarks

?  This code can handle any number of assignment entries in this format

?  Takes one click to run the program

 

 

Refer to Excel Data

 

Task

?  Give the percentage of days in which the stock index

(S&P 500) closed above the previous day

?  The last date on the table wouldn’t be factored

?  If there are 19 dates of raw data, there’ll only be 18 entries for this exercise of computing daily changes

?  Accommodate the algorithm for future entries to be added below

?  Perform the task without programming, and then with programming

Algorithm Reasoning

?  In column C, return 1 if the value in same row’s column

B is greater than previous row’s column B

?  Otherwise, return 0

?  Drag the formula down to the penultimate entry

?  Sum up column C, divided by the number of entries in column C

No Programming

 

Programming Reasoning

?  For loop would not be appropriate, since the number of iterations isn’t known at first

?  While loop or Do Until loop

?  Similar reasoning as the non-programming approach

While Loop

Row = 2

Sum = 0

Total = 0

While Cells(Row,1) <> ""

If Cells(Row,2) > Cells(Row+1,2) Then

Sum = Sum + 1

End If

Total = Total + 1

Row = Row + 1

Wend

Cells(Row-1,3) = ""

Cells(2,5) = (Sum-1) / (Total-1) ‘to discount the last entry

ActiveCell

?  ActiveCell, as the name suggests, refers to the currently selected cell

?  ActiveCell.Value returns the value of the current cell ? Say cell B4 is to be selected:

?  Cells(4,2).Select

?  By the way, Range(“B4”) and Cells(2,4) refers to the same

?  ActiveCell.Value now returns the value of cell B4

Offset

?  Very important function used both in programming and functions

?  [Original cell].Offset([rows], [columns])

?  Cells(2,2).Offset(1,1) returns Cells(3,3)

?  Cells(2,2).Offset(3,0) returns Cells(5,2)

?  Cells(2,2).Offset(-1,1) returns Cells(1,3) ? ActiveCell.Offset(1,0).Select

?  Select the cell one row beneath, in the same column ? Potential for loops?

Offset Looping

?  Given rows of entries, begin with cell A1 and loop down the rows, until there are no more entries

?  No more the need to keep track of a “Row” variable

Range("A1").Select

Do Until IsEmpty(ActiveCell.Value)

‘[Can do something here for each row]

ActiveCell.Offset(1,0).Select

Loop

Try With This

?  Use offset function in program

 

Programming

Range("B2").Select

Sum = 0

Total = 0

Do Until IsEmpty(ActiveCell.Value)

Total = Total + 1

If ActiveCell.Value > ActiveCell.Offset(1,0).Value Then

Sum = Sum + 1

EndIf

ActiveCell.Offset(1,0).Select

Loop

Range("E2").Value = (Sum – 1) / (Total – 1)


 

Unlike Other Programming Lang.

?  Don’t need to know how to write all types of codes

?  Asking “why learn it then?”

?  Excel can “record” actions performed by the user and give the code (macro) that, once upon run, would perform the same actions

?  But what about tweaking a mini detail?

?  Challenge then becomes deciphering the codes, to adapt to similar but different scenarios

?  Therefore, still important to learn VBA

Sorting

?  Refer to Excel file

?  Wish to sort by values in column B, smallest to largest, expanding the selection

?  Easy to perform manually

?  Record macro to see the syntax to automate the action

?  Record macro

?  Perform action manually

?  Stop macro

?  Read macro code

Record Macro

?  Essentially subroutines

 

View Macro Codes

 

Look at the Codes

Columns("B:B").Select

ActiveWorkbook.Worksheets("Tutorial 4").Sort.SortFields.Clear

ActiveWorkbook.Worksheets("Tutorial 4")

Key:=Range("B1") _

, SortOn:=xlSortOnValues, Order:=xlAscending, DataOption:=xlSortNormal

With ActiveWorkbook.Worksheets("Tutorial 4").Sort

.SetRange Range("A1:B20")

.Header = xlNo

.MatchCase = False

.Orientation = xlTopToBottom

.SortMethod = xlPinYin

.Apply

End With

Pick Out Characteristics

Columns("B:B").Select

ActiveWorkbook.Worksheets("Tutorial 4").Sort.SortFields.Clear

ActiveWorkbook.Worksheets("Tutorial 4")

Key:=Range("B1") _

, SortOn:=xlSortOnValues, Order:=xlAscending, DataOption:=xlSortNormal

With ActiveWorkbook.Worksheets("Tutorial 4").Sort

.SetRange Range("A1:B20")

.Header = xlNo

.MatchCase = False

.Orientation = xlTopToBottom

.SortMethod = xlPinYin

.Apply

End With

Expanded Exercise

?  Suppose in a table of data, spanning from columns A to E, rows 1 to 100, sort by values in column A

?  Replace references of column B with column A

?  Range("A1:B20") becomes Range(“A1:E100”)

Tasks Recording Macro Can Teach

?  Inserting row

?  Hiding a sheet

?  Formatting cell text to be italic, red, and value displayed as percentage

?  Copying, cutting, pasting

?  Moving selection to the top row of a table entry ? Defining a formula in a cell

?  RC format just like offset

RC Reference: Row / Column

?  Let cell C3 be value of A1 squared

?  In the worksheet, formula of C3 would be: =A1^2

?  This involves “hard-coding” the A1 in the formula ? However, functions without treating A1 as hard-coded.

?  Select the 3x3 table of A1:C3 and move it anywhere … the formula updates accordingly

?  It’s as if the formula of the bottom-right cell (while in

C3) is more like: =OFFSET(C3,-2,-2)^2

?  Now no reference of A1 necessary

?  Both works fine

RC Reference: Row / Column

?  In VBA, only the equivalent of =OFFSET() works ? Select cell A1 and record this macro:

?  Type 3 in A1

?  Type “=A1^2” in C3

?  Stop macro

ActiveCell.FormulaR1C1 = "3" Range("C3").Select

ActiveCell.FormulaR1C1 = "=R[-2]C[-2]^2"

Range("C4").Select

Defining Function in VBA

?  Look at this line of code:

ActiveCell.FormulaR1C1 = "=R[-2]C[-2]^2"

?  ActiveCell can be substituted for other equivalents:

?  Cells(2,3)

?  ActiveCell.Offset(1,2)

?  Range("F5:G9")

?  Range("F5:G9").Offset(10, 10) ? “=R[-2]C[-2]^2”

?  Offset from current cell, 2 rows above and 2 columns left

Note on Recording Macro

?  Should not be substituted for learning code syntax ? Useful tool to learn the syntax

?  Need to understand the algorithm of the codes, in order to know how and where to change the recorded codes to fit in the specific task

?  This workshop will not be able to cover all types of scenarios in Excel, but knowing how to approach new problems is the most crucial component of problem solving


 

Google Finance Data

 

Task

?  Create a customized data, whereby the user can enter and change 5 selected dates

?  For those 5 dates, the customized data would pull all of the data to display from the original table

?  For those 5 dates, make a bar graph, with the Opening and Closing values displayed on top of another for each date

?  When the user changes the dates, the customized table and graphs should update automatically

Algorithm

?  Need a function that would take a value (user-inputted date) and search for that value within a bigger table

?  =VLOOKUP() very useful when data is presented rowby-row

?  For example, if the look-up value is “7/20/2012”

?  Looks through the master table, looking for the row entry with “7/20/2012” in the first column

?  Function can return specific column entry

?  =HLOOKUP() not used as often, for when each data entry presented column-by-column

=VLOOKUP()

?  User inputs 7/20/2012 … for Opening value:

?  =VLOOKUP(I2,A1:F31,2,FALSE)

?  I2 is the look-up value

?  A1:F31 is the master table to search from

?  2 signifies return the 2nd column value from master table

?  FALSE means return only exact results (TRUE would yield approximate result when no exact result is found)



=VLOOKUP()

 

Fixing Some References

?  Here’s what would happen if the formula is dragged down to the following row:

?  A1:F31 reference gets shifted

?  We don’t want this, instead want fixed for all searches, across columns and rows

?  Fix both the row and column: $A$1:$F$31

?  Dragging across column, the look-up value reference gets shifted

?  We want to only fixed the column reference, not the row reference

?  Fix just the column: $I2

Refined Formula

?  =VLOOKUP($I2,$A$1:$F$31,2,FALSE)

 

Problem

?  Upon dragging the formula to the right, nothing changes

?  Need to change the 2 in the formula to 2, 3, etc.

 

Possible Solutions

?  Manually change

?  If the customized table will not be moved, can use a function that determines the current column value, and rearrange accordingly

?  =COLUMN() returns the column number of the cell

?  Column A returns 1 ? Column B returns 2 ? Etc.

As It Stands

?  Formula in J2 would’ve been:

?  =VLOOKUP($I2,$A$1:$F$31,2,FALSE) ? Formula in K2 would’ve been:

?  =VLOOKUP($I2,$A$1:$F$31,3,FALSE) ? Formula in L2 would’ve been:

?  =VLOOKUP($I2,$A$1:$F$31,4,FALSE) ? Formula in M2 would’ve been:

?  =VLOOKUP($I2,$A$1:$F$31,5,FALSE) ? Formula in N2 would’ve been:

?  =VLOOKUP($I2,$A$1:$F$31,6,FALSE)

Use =COLUMN()

?  Column J is really column 10

?  Column K is really column 11

?  Column L is really column 12

?  Column M is really column 13

?  Column N is really column 14

?  In all cases, COLUMN()-8 would give the appropriate number to incorporate into the formula

Refined Formula

 

Improvement

?  =VLOOKUP() returns #N/A error is the look-up  value is not found in the original table

?  We can error trap using =IFERROR() function ? =IFERROR([value if no error], [value if error])

?  Suppose we want to display “***NO DATA***” if there is no data

?  In cell J2, to be dragged in both directions:

?  =IFERROR(VLOOKUP($I2,$A$1:$F$31,COLUMN()8,FALSE),"***NO DATA***")

Refined Table

?  Manually efficient

?  Dynamic

 

Bar Chart

?  Select the customized table, and choose bar graph

?  Horrendous output, nothing like what we’re looking for

Don’t Worry

?  We can manipulate a lot about the chart

?  Right click > Select Data

 

End Result

?  Series

?  Categories

 

Series and Categories

?  Categories: different entries of similar types

?  Date 1, date 2, etc.

?  Product 1, product 2, etc.

?  Each of the 5 dates selected in the customized table ? Series: different types of values for each entry

?  High temp and low temp for each day

?  Number of hits and number of homeruns for each baseball player

?  Opening Price and Closing Price for each of the 5 days

Series

?  Series 1 name: cell containing “Open”

?  Series 1 value: cell range containing opening prices

?  Series 2 name: cell containing “Closing”

?  Series 2 value: cell range containing closing prices

Category

?  Select the 5 dates

 

Probably See This Initially

 

The Problem

?  Axis is arranged numerically, treating the dates on a continuous spectrum

?  We want discrete spectrum, treating the dates not as numerical, but as text

?  Luckily, there’s feature for that

?  Right click axis > Format Axis > Axis Type: Text Axis


 

You’re Seen Some Already

 

Message Box

?  So far, we’ve worked with only the simplest type of message box: user  can only click “Okay”

MsgBox "Message Body", vbInformation, "Optional Title Goes Here"

 

Message Box Icon Displays

MsgBox "Message Body", vbCritical, "Optional Title Goes Here“

MsgBox "Message Body", vbQuestion, "Optional Title Goes Here“

MsgBox "Message Body", vbExclamation, "Optional Title Goes Here"

 

Multi-Option Message Box

?  What if we want some other button than just “Okay” ?

?  In this case, we want to “capture” the clicking response

?  Will then use If-Else ladders to determine the course of action

 

Yes or No

Capture the user response onto the variable “response”

response = MsgBox("Choose yes or no", vbYesNoCancel, "Choices")

If response = vbYes Then

MsgBox "You clicked yes"

ElseIf response = vbNo Then

MsgBox "You clicked no"

Else

MsgBox "Why can't you follow directions?" End If

Customized Userform

?  Begin by inserting a blank userform

 

Blank Userform

 

Remember this Slide?

 

Userform Hierarchy

 

Properties Tab

?  Important to keep track of for what the information is relating to: Userform1? Label1?

Label

?  Create event-driven programs (much like worksheet programs, running when the Excel book opens, etc)

 

Useful Controls in the Toolbox

?  Label

?  Clicking it can enable some codes of action

?  TextBox

?  Users can enter text into the box, that can be read into codes

?  ComboBox

?  Users choose one of several determined options, and the selection can be read into codes

Continued

?  ListBox

?  Similar to ComboBox, but multiple columns allowed

?  CheckBox

?  Useful for boolean (true / false) conditions

?  OptionBox

?  Can only choose one option, given multiple

?  Rather than demonstrating the use for each, why not delve right into a case example to see how it works


 

MTA Subway Ridership Data

 

Pasting Data into Excel

?  Directly copying, and pasting into Excel may or may not function, depending on the version of the software ? If dysfunctional:

?  Copy from website

?  Paste into Notepad

?  Copy from Notepad

?  Paste into Excel

Task Bundle 1: Clean the Data

?  The station name and the numerical data are offaligned by one row (besides the first entry)

?  Fix this

?  Add an identifier to each row designating which borough the station is from

?  Can do this manually

?  Clean out all of the “train icon” from the station names

?  Current format: “161 St-Yankee Stadium B train icon D train icon 4 train icon”

?  New format: “161 St-Yankee Stadium: [B, D, 4]”

Adding Identifier

?  Insert blank column to the left of column A

?  Type the borough name, and drag it down until the end of the list for that borough

?  Since there are only 4 boroughs (Staten Island not part of the Subway system), it’s faster to do this one-time step completely manually

?  Need to recognize when to perform tasks manually vs. investing in the time to write functions or programs

Off-Align

?  For each station:

?  Take the numerical data, and move them up one row

?  Delete the row where the data used to reside in

?  Do this for all stations in the borough

?  Do this for the other boroughs

?  This process needs to be done for all of the 400+ stations, so definitely an automated process is better.

Excel Sheet At the Moment

   

PsuedoCode

?  Think from a “top-down” overview approach:

?  Have a variable that tracks the number of boroughs processed

?  Run the program in a loop until all 4 boroughs are traversed through:

?  For each station, copy the numerical data, and then delete the row with that data

?  End of a section of boroughs is reached when value in column A is empty

?  Delete that row and continue on

The Codes

Sub Align() Range("A5").Select

boroughsTraversedThrough = 0

Do Until boroughsTraversedThrough = 4

For i = 2 To 9

Range(ActiveCell.Offset(0, i), ActiveCell.Offset(0, i)) = Range(ActiveCell.Offset(1, i), ActiveCell.Offset(1, i))

Next i

Rows( + 1).Delete Shift:=xlUp

ActiveCell.Offset(1, 0).Select

If IsEmpty(ActiveCell.Value) Then Rows().Delete Shift:=xlUp boroughsTraversedThrough = boroughsTraversedThrough + 1

End If

Loop

End Sub

Processed Data

?  All entries on one row, with the borough identified

?  Clean transition from borough to borough

 

Small Manual Cleanup

?  Move “2011 Rank” to column J

?  Delete the original row 3

 

Station Name Processing

?  Change “161 St-Yankee Stadium B train icon D train icon 4 train icon” to “161 St-Yankee Stadium [B, D, 4] ? Useful ideas:

?  “train icon” designation

?  Whether B or 4, the identifier is 1 character

?  Loop through column B and do this processing for all entries

InStr Function

?  We need a function that finds a string (“train icon”) within a larger string

?  InStr( [start], string, substring, [compare] )

InStr("161 St-Yankee Stadium B train icon D train icon 4 train icon", "train icon") returns 25 (first instance)

InStr(26, "161 St-Yankee Stadium B train icon D train icon 4 train icon", "train icon") returns 38 (second instance)

InStr(52, "161 St-Yankee Stadium B train icon D train icon

4 train icon", "train icon") returns 0 (none found anymore)

Mid Function

?  Similar to substring() function in Java ? Mid("abcdefg", 2, 3) returns “bcd”

?  2 is the start position (starts counting from 1, not 0)

?  3 is the length to extract

?  Mid("abcdefg", 2) returns “bcdefg”

?  If the second number is not specified, assumes rest of the string

Psuedocode

?  For all entries (station names) in column B:

?  Start with position 1, and run Instr() function search in for “train icon”

?  Loop through the text until Instr() function returns 0

?  Record the letter / number (B, 4, etc), which is always two spaces to the left of the Instr() value given

?  Search again, except starting from the Instr() value + 1, so we can search for subsequent instances of “train icon”

?  Retain the station name, and add the appropriate brackets syntax

The Code

Sub NameProcess()

Range("B3").Select

Do Until IsEmpty(ActiveCell.Value) fullText = ActiveCell.Value startPosition = 1 bracketedText = "["

The Code

While InStr(startPosition, fullText, "train icon") <> 0 result = InStr(startPosition, fullText, "train icon") bracketedText = bracketedText & Mid(fullText, result - 2,

1) & ", " startPosition = result + 1

Wend

The Code

stationName = Left(fullText, InStr(fullText, "train icon")

- 3) & bracketedText stationName = Left(stationName, Len(stationName) - 2) & "]"

ActiveCell.Value = stationName

ActiveCell.Offset(1, 0).Select

Loop

End Sub

Looks Much Better

?  Task bundle 1 complete!

 

Task Bundle 2: Extreme Trends

?  Identify the stations that has had, over the span of the data:

?  Decreasing ridership in each successive year

?  Increasing ridership in each successive year

?  Summarize in a condensed table, the percentage of stations in each borough that satisfied this quality

?  Largest percentage increase in ridership

?  Largest percentage decrease in ridership

Strategy

?  For stations with increasing ridership in each successive year:

?  Value in column G > value in column F

?  AND column F > column E

?  AND column E > column D

?  AND column D > column C

 

AND Operator

?  In VBA programming:

If [condition 1] AND [condition 2] Then … ? But in Excel cells:

?  AND([condition 1], [condition 2] … )

 

Decreasing and Increasing

 

Borough Tally Chart

?  Count the number of entries with “YES”

?  =COUNTIF([Range], “=YES”)

?  Count the number of total entries

?  =COUNTA([Range])

?  Row ranges of the boroughs can be hard-coded, since there are only 4 of them, and that they are “one-time” items

Different COUNT Methods

?  Empty vs. blank

?  A cell with “” is blank but NOT empty

?  =COUNT([Range])

?  Cells that contain numbers

?  =COUNTA([Range])

?  Cells that are not empty

?  =COUNTBLANK([Range])

?  Cells that are blank

?  =COUNTIF([Range], [Condition])

?  Cells that satisfy the condition

Results Table

 

Determining Max / Min Change

?  Create a new column (column R) that calculates the % change in ridership from 2011 to 2007

?  Determine the max and min from the column, and determine the station name for those rows

 

Error Trap

?  Even with a calculation as simple as percentage change: (G3-C3)/C3

?  Needs to take into consideration of “bad data”

?  Having #DIV/0! Error will not allow for further calculations, such as the max and min

?  =IFERROR((G3-C3)/C3,"")

Problem with =VLOOKUP()

?  Suppose we wanted to use this:

?  =VLOOKUP(MAX(R3:R423),A3:R423,2,FALSE)

?  After all, the station name is in column B (second column)

?  Problem is that the “lookup value” must be in the first column of the search table

?  Alas, the “lookup value” (% change values) are on the very last column

Offset?

?  Can we locate the row containing the max value, and then use offset to move over to the correct column?

?  =OFFSET() needs a reference cell

?  Unfortunately, =VLOOKUP() returns only the value, not the reference

?  Need a function that returns a reference in an array, given a lookup value

=MATCH()

?  =MATCH([lookup value], [lookup array], [match type])

?  0 as the match type for exact match

 

Back to Determining Max / Min

?  First create a column to house the numerical max and min values

?  Think about it:

?  =OFFSET() needs a baseline reference, and two directions to branch out to

?  =MATCH() needs a data set, and returns a subsequent reference

?  Any way to use both simultaneously?

Work from Inside Out

?  MATCH(U2,$R$3:$R$423,0)

?  Returns n, where the max value is the n-th entry in the numerical data in column R

?  Or, think of it as the number of row to offset down from R2

What We Want

?  We want the station name (column B)

?  Recall from previous slide: MATCH(U2,$R$3:$R$423,0) is the number of row to offset down from R2 ? What about the number of columns?

?  -16 (with reference at column R, column B is 16 columns to the left)

?  So the overall formula we want is:

?  =OFFSET($R$2,MATCH(U2,$R$3:$R$423,0),-16)

 

Task Bundle 3: Select Numbers

?  Create an userform that allows the user to input two numbers to create a range

?  Allow for blank entries for unbounded

?  Pull all of the name of stations whose 2011 ridership was between the user-chosen range

?  Given the stations that fall into this criteria, create a chart sorting the stations by boroughs

?  Even though the second task did not specify that the borough be pulled also, it may seem helpful to do that as well, given this final task

Userform Design

?  Which option in the Toolbox would be the most helpful?

?  We want a form with the following features:

?  Text to display directions

?  Label merely with text

?  Two boxes for users to type numbers

?  TextBox

?  Button for user to click when done

?  Label with an option to run more programs when clicked

Userform Design

 

Programs for Clicking

Private Sub Label4_Click() End Sub

?  Need to write codes here:

?  Look through column G (2011 ridership stat) and find entries who value is between the range

?  Deal with unbounded values

?  Paste the station and borough name down column X and Y (arbitrarily chosen: merely our next empty columns)

Unbounded Values

?  If TextBox1.Value is blank, we could set it to 0

?  Similarly, if TextBox2.Value is blank, set to some enormous number like 999,999,999

?  In general, this is not a good practice, especially when we don’t know the extent of the data we’re dealing with

?  But the benefit is simplicity: otherwise we need more

If-Else for when they are blank

?  Since we roughly know the range of data here, acceptable to hardcode the values here

Unbounded Values

Private Sub Label4_Click()

If TextBox1.Value = "" Then

Min = 0

Else: Min = 1# * TextBox1.Value

End If

If TextBox2.Value = "" Then

Max = 999999999

Else: Max = 1# * TextBox2.Value

End If

Quick Review & Important Note

?  In the previous slide, we would not have been able to use IsEmpty in replace of TextBox1.Value = ""

?  By inputting nothing, we entered a blank entry, but not an empty entry

?  Best way to capture blank entry is to test equality to “”

?  In “1# * TextBox1.Value,” it was necessary to include 1# * because otherwise, it would treat TextBox1.Value as a text, not number, and make inequity impossible to check

Traversing Data

?  We could use ActiveCell and Offset to traverse down column G until ActiveCell is empty

?  “Select” this

?  We then need another tracker for the data we’re pasting into column X and Y (24 and 25)

?  Do not “select” this

?  currentRow = currentRow + 1

Range("G3").Select currentRow = 1

Traversing Data

Columns("X:Y").Clear

Do Until IsEmpty(ActiveCell)

If ActiveCell.Value >= Min And ActiveCell.Value <= Max Then

Cells(currentRow, 24) = ActiveCell.Offset(0, -6) Cells(currentRow, 25) = ActiveCell.Offset(0, -5) currentRow = currentRow + 1

End If

ActiveCell.Offset(1, 0).Select

Loop

Auto Fit Column & Hide Form

Columns(“X:Y").EntireColumn.AutoFit

End Sub

?  Recording a simple macro can give the necessary syntax for the auto-fitting

?  After recording the macro, recognize the need to change the parameters to columns X and Y

?  Able to add other customization (font size, cell style, etc) this way (recall the tutorial on Recording Macros)

To Run This

?  Recall these codes are within the userform ? We need the userform to be displayed

?  We can write a short code for that

?  Then simply assign an object (text box, etc) to run that short code upon being clicked

Sub Show()

End Sub

Assign Macro to Objects

 

Final Task: Design the Chart

?  Part one: pull data

?  Take the data from column X and Y (only really need X)

?  Count the frequency for each borough

?  Paste the frequency by borough in columns AA and AB

?  Part two: create the chart

?  Create pie chart using the data in columns AA and AB

?  Record the macro to determine the formatting syntax

?  Data for the data will have fixed size – easier to automate

Pull Data

?  Use =COUNTIF() method for  each borough

?  Look up the borough names in column X ? Efficient coding:

?  We’re repeating the same operation 4 times, with the only difference of the borough name

?  To avoid writing similar codes, use arrays to store the borough names

Create Chart

?  Record a macro and manually create the desired chart

Ridership between 5000000 and 20000000

The Bronx

Brooklyn

Manhattan

Queens

Recording Macro

Range("AA1:AB4").Select

ActiveSheet.Shapes.AddChart.Select

ActiveChart.SetSourceData Source:=Range("'Case

7'!$AA$1:$AB$4")

ActiveChart.ChartType = xlPie

ActiveChart.SeriesCollection(1).Select

ActiveChart.SeriesCollection(1).ApplyDataLabels

ActiveChart.ChartArea.Select

ActiveChart.SetElement (msoElementChartTitleCenteredOverlay) = "Ridership between " & Min & " and " & Max


 

Assignments

?  Short mini case studies, demonstrating the use of Excel and VBA to handle data in different ways ? Includes function syntaxes as references

?  More information includes than needed

?  Need to discern which functions will be useful in each case

?  Snippets of each assignment shown in the following sides…

Assignment 1

At a fair, the participants were asked to input their name in the first column and their Columbia University UNI on the second column of an Excel document. Write the codes in VBA that can complete the task of automating the process by which the collected UNI’s can be bundled together into one text, which can be directly pasted into an email to send out to all participants…

Assignment 2

…the responses were typed up onto column A in an Excel worksheet. Participants may have used different cases of letters or added spaces between the words, but they refer to same entry. For example, the following entries should all be treated the same: “Coldplay”,

“ColdPlay”, “Cold play”, “  c o Ld         p lAy    ”

Write the codes in VBA that will create a sorted tally table that displays the distinct entries with their count in the dataset…

Assignment 3

Suppose that at an institution, the unique ID code for each student is comprised of two letters (use lower-case in this exercise) of the alphabet, followed by one, two, or three digits of numbers. If two or more digits are present in the ID, the numerical portion of the ID will not begin with 0….

Write a VBA that will generate all of the combinations of the ID’s in column A, and then randomize the order…

Final Marks

?  This workshop was designed to give an overview of some of the noteworthy functions and the foundations of VBA programming.

?  There are many more functionalities in Excel. One can always learn more by browsing through the functions list or searching for them online. For VBA, one can always record some macros.

?  Having a solid foundation enables one to more easily learn new essentials.


 



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