vbaintro.pdf

Introduction to VBA
(See Chapters 1 - 4 of Albright)
Kipp Martin
University of Chicago
Booth School of Business
January 4, 2012
1

Excel Files
Files used in this lecture.
I vbIntroClean.xlsm

Outline
Programming Languages
Compilers
Scripting Languages
Motivation for VBA
Brief History
The VB Editor
Object Oriented Programming
Generating Code
Events
3

Programming languages are used to create applications. For
example, the Microsoft Excel application was written in the C
programming language.
Learning Objectives:
1. Understand the difference between a compiled programming
language and a scripting language.
2. Understand the role of Excel/VBA and MATLAB
3. Understand key tradeoffs

The following are some popular high-level, languages that have
been used to create applications.
I COBOL (common business-oriented language) An old
language from the 1950s which was designed for accounting
and transaction processing.
I FORTRAN (formula translation) An excellent language for
numerically intensive work.
I C, C++ Good for numerical applications and scientific
computing. It is also used for writing many desktop
applications. C++ is the object oriented version of C.
I Java An extremely popular language for developing Internet
business applications.
I C# A language from Microsoft designed to facilitate the
development of Internet business applications.

Compilers
A programmer writes a set of instructions (source code) that
constitute a program. The source code must get translated into
machine code.
Macintosh
Compiler
Macintosh
Application
Macintosh
Macintosh Source
Code
Windows
Compiler
Windows
Application
Windows Source
Code
Unix
Compiler
Unix
Application
Unix Source Code
Workstation
IBM Compatible
Figure: The compilation process for different operating systems.
6

Compilers
A few key points.
I The executable code created by the compiler is platform
dependent.
I The executable code generated by the compiler cannot be
modified or edited – you must go back to the source code.
I The executable code is binary as opposed to source code
which is text.
I When purchasing software, negotiate to get the source code if
possible.
7

Scripting Languages
An alternative to a compiled language such as C or Java is an
interpreted or scripting language. Two good examples are the
MATLAB scripting language and VBA. What is the difference
between a scripting language and a compiled language?
Figure: A compiled program is a process directly controlled by the OS.
8

Scripting Languages
A scripting language need an interpreter or host.
Figure: A interpreted program is a process directly controlled by host
which in turn is controlled by the OS.
9

Scripting Languages
Scripting languages are easier than compiled languages.
I A compiled programming language generally has a much
larger vocabulary/syntax to learn than a scripted language.
There is more to learn.
I A compiled programming language is usually conceptually
more difficult than a scripted language. Concepts of such as
pointers, polymorphism, virtual classes, templating etc. are
nontrivial to learn.
I There is a bigger burden placed on the programmer using a
compiled language. For example, garbage collection or
allocating memory when it is needed.
I A compiled language is often more “rigid.” This rigidity has
its advantages, but also slows coding down.

Scripting Languages
Scripting languages give “instant gratification.”
>> x = 10;
>> y = 0;
>> x/y;
MATLAB will immediately come back with the message “Warning:
Divide by zero.” MATLAB is “interpreting” the commands as you
type them in.
With a compiled language you must compile and link the entire
problem and then run it in order to discover the problem. The
compilation and linking phase can be very time consuming. You
get feedback much faster with the scripting language.

Scripting Languages
Downside: a scripting application will not run as fast as a
compiled application. The scripting language application is running
inside the host which is running inside the operating system. When
should you use a scripting language? More later!
Example scripting languages:
1. Javascript – this scripting language is very popular and is
used to add functionality to a browser. Browsers such as
Internet Explorer or Firefox serve as the interpreter/host for
for Javascript.
2. Visual Basic for Applications (VBA) – this scripting
language is immensely popular in the Microsoft world. It is
used to add functionality to the suite of Office products. Each
Office product such as Excel or Word serves as the host.
3. The MATLAB scripting language and the MATLAB
program is the host.
4. Python and an interpreter

Scripting Languages
Scripting languages make for easy programming.
However, there are tradeoffs!
A program written in Excel VBA or MATLAB script will not
execute as fast as code written in C. There is a performance hit for
VBA and MATLAB.
Key Idea: YOU must make a decision regarding the tradeoff
between execution time and development time.
Computers have become so fast in recent years that execution time
is becoming less relevant. Hence, software such as MATLAB and
Excel/VBA that can shorten the development cycle have become
more important.

Scripting Languages
Development versus execution time.
Development Time
Execution
Time
Slow machine
Fast machine
Figure: Development versus execution time.
14

Scripting Languages
Other things that are desirable but may slow down either execution
or development time include the following.
1. extensive error checking (will slow both development and
execution time)
2. putting in extensive documentation (will slow development
time, but have no effect on execution time)
3. Using object oriented programming, making extensive uses of
classes and polymorphism (will speed development time but
slow execution time).
15

Scripting Languages
On another note:
A person in the software industry recently remarked to me that she
thought that not all of the decline in jobs for “real programmers”
was due to overseas outsourcing. Rather, she felt that because of
the proliferation of easy to scripting languages many managers
were actually doing programming and they didn’t need real
programmers to deal with third generation languages.

Tradeoffs – Why VBA?
Excel competitors:
I MATLAB, Mathematica
I SAS, R
I Python, Perl
Among the scripting languages, why use VBA?
Think about Willie Sutton for an analogy?

VBA is both powerful and flexible.
I Build models easily – take input parameters and generate a
model instance.
I Provide a user interface/GUI so the user doesn’t have to do a
lot of work.
I Automate tasks through Macros.
I Connect to other programs/applications, e.g. a SQL Server or
Access database.
I Excel with VBA is an IDE – Integrated Development
Environment
18

Excel with VBA is an IDE. Key features include:
I There is a VBA editor. This is used for entering VB code.
I There is a generic “UserForm” for creating user interfaces.
I There a huge function library to select from. You can also
write your own functions using VBA.
I Excel can be used for statistical analysis. There are routines
for calculating means, variances, correlations, running
regressions, forecasting models, etc.

Key features (continued):
I You can use Excel for mathematical optimization. We will
discuss the GAMS package later in the quarter.
I You can use Excel for simulation.
I Excel is excellent for creating graphs and histograms.
I Excel can import and export data in various formats. It can
even read and write XML.
I Excel can serve as a database. You can filter and query the
data.
I You can interface with other programs using Web services.

VBA, MATLAB, Python – does it really matter which one you
learn?
No!!! You will learn concepts.
I am a former Booth student, and took your VBA/MAtlab
class last winter. I just had a job interview that
requires the use of Python ...
it didnt sound like the tasks they required
were that extensive....
Is Python that different from anything we used in class?
Thanks in advance for any help you can give....
And if I hadn’t taken your class I wouldn’t even
be in the running so thanks for offering it!

Brief History
The first spreadsheet program for the PC was VisiCal. Created by
Dan Bricklin (Harvard MBA student) and his buddy Bob
Frankston in 1978. Product was sold and marketed by Dan
Fylstra’s (another Harvard MBA) company VisiCorp. It was
developed for the Apple II. First “killer app” for the PC.
Lotus 1-2-3 was the first big commercial success.
I a spreadsheet
I a graphics package
I a database
Microsoft Excel is now the major player in this market.

Brief History
Microsoft’s first product was a very elementary Basic compiler.
Then Microsoft created a widely successful product called Visual
Basic.
Then Microsoft, in an extremely rare and unusual moment of
innovative clarity, combined Visual Basic with Microsoft Office
resulting in VBA (Visual Basic for Applications).
23

VB Flavors
I VB now VB .NET – a programming language that can be
compiled into an application. Part of the Microsoft Visual
Studio IDE
I VBA – a scripting language that uses one of the Office
products, e.g. Excel, Word, Power Point, Access as the host.
We will use VBA for Excel.
I VBScript – the browser, IE Explorer, is the host. Designed to
compete with the Netscape Java Script.

The VB Editor
In order to access the VB editor (Excel 2007)
I Click on the Developer Tab in Excel ribbon
I Click on Visual Basic to bring up the Editor.
If you do not see the Developer Tap click on the Office Button in
the upper left-hand corner. Then select Excel Options at the
bottom of the window. Make sure ”Show Developer tab in the
Ribbon” is selected.

The VB Editor
Bringing up the Developer Tab
27

The VB Editor
Code Window
Properties Window
Project Explorer
28

The VB Editor
The VB Editor is a set of Windows. You can get a list of available
Windows by selecting the View menu item in the VB editor.
I The Project Explorer: sort of like the Windows Explorer
and allows to explore the files structure of the files in your
project.
I Projects
I Objects – the top level objects such as the Workbook and
Worksheets
I User Forms – GUIs
I Modules – chunks of code that can be executed across
worksheets, not necessarily specific to a worksheet.

The VB Editor
I The Code Window: this is a text editor. You type VBA code
in the Code Window. You will spend a lot of time in this
Window.
I The Properties Window: This will be used later, when we
build GUIs. Ignore it for now (although nice if you want to
change a module name)

The VB Editor
Components of the VB Editor (continued)
I The Immediate Window Where you go for instant
gratification.
Y = 4/5
?Y
0.8
?Worksheets("Sheet1").Range("amatrix").address
$C$5:$D$8
Y=2/3
?Y
0.66666666666666
Also used for debugging as we see later.
I The Watch Window Not now – later, this is good for
debugging

The VB Editor
The VBA editor also contains a set of Toolbars. Again, go to the
menu item View and select Toolbars.
I Standard Toolbar (play around with the various options)
I Edit Toolbar (play around with the various options)
I Debug Toolbar (later)
I UserForm (later)
Go over Chapter 3 in the text several times.

Modern programming languages such as C++ and Java are object
oriented. Even scripting languages such as VBA have object
oriented features.
KEY IDEA: develop reusable software modules called objects and
make it easy to modify or extend the objects for use in different
applications.
Object-oriented programming is built around the concepts of a
class and an object. A class is an abstraction of a real-world object
and describes the essence of the object. For example the concept
of a worksheet is a class. A specific worksheet with data is an
object in the class.
A class is usually composed of 1) properties (often called primitives
or data members) and 2) methods (often called functions) that
operate on the data. In object speak we say the properties and
methods are encapsulated into objects.
33

Each of the Microsoft Office family members (Excel, Access, etc.)
support VBA.
The key difference between the various flavors of VBA is the object
model.
The Excel VBA object model naturally focuses on the concepts of
a Workbook, Worksheet, and Range.
What might be some reasonable key objects in Word VBA? For
example, kind of object might correspond to a Workbook?
34

The two KEY IDEAS for the first part of this course:
I The concept of an object
I How to work with the range object (next week)
35

A fantastic learning aid is the object browser. Spend time with
this! The object browser is useful for rookies and experienced
veterans alike.
36

In the left-most Classes window scroll down and observe the
various classes.
Select the Worksheet class.
In the right window you will see Members of Worksheet. Notice
the three different icon types each denoting a different type of
member
I Properties Member – icons with a hand
I Sub Member – green icon
I Event Member – lighting bolt icon
37

Select the Worksheet class. The Range member is a property of
the Worksheet class. The Range is also a class. A class can have
a member property that is also a class. Neat!
38

Key Idea: Class hierarchy
The Workbook class has Worksheet class members.
The Worksheet class has Range class members.
The Range class has Font class members.
The Font class has Size data member (an Variant).

The SaveAs member is a sub (I like to call these methods) of the
Worksheet class.
40

The SaveAs method has arguments. The arguments tell the
method how to act. Some arguments are required some are
optional [].
Sub SaveAs(Filename As String,
[FileFormat],
[Password],
[WriteResPassword],
[ReadOnlyRecommended],
[CreateBackup],
[AddToMru],
[TextCodepage],
[TextVisualLayout],
[Local])

The following code illustrates the object oriented nature of VBA.
Sub DemoObject()
Dim ws As Worksheet
Dim rng As Range
Set ws = Worksheets("DemoObject")
’A method with no arguments
ws.Activate
ws.Range("A1") = 99
Set rng = ws.Range("A1")
rng.Font.Italic = True
’Set the value of a property
ws.Range("A1").Font.Size = 22
’Methods with arguments
rng.Copy Destination:=Range("G1")
End Sub

Object Oriented Programming: “Dot
Notation”
Member Specifiction: The notation to specify a member of an
object is
Object.Member
For example, rng.Font
or, rng.Calcuate
A class member can be a class that has other members. For
example: rng.Font.Italic
To set the value of a class member that is a property do the
following
rng.Font.Italic = True
43

Object Oriented Programming: Method
Specification
Method Specifiction: The notation to specify a method of an
object for methods with no arguments is
Object.Method
For example, ws.Activate
If the method has arguments the notation is
Object.Method Arg1:=Arg1Value, Arg2:=Arg2Value, ..
For example: rng.Copy Destination:=Range(”G1”)
44

Object Oriented Programming: Method
Specification
Another way to specify is to drop the argument name, i.e.
Object.Method Arg1Value, Arg2Value, ..
rng.Copy Range(”G1”)
or, when used in an assignment parenthesis
Dim money as Currency
money = VBA.Format(34.124545, "Currency")
45

Object Oriented Psrogramming
Intellisense: wow is this great, or what!
In the code window type in:
Class (object) and all of the members associated the class (object)
will pop up in alphabetical order
If you type in the name of the method, Intellisense will list the
arguments needed, e.g. type
MsgBox and hit the space, the arguments to MsgBox will pop up.
46

KEY CONCEPTS:
I Class
I Object
I Class Members – the members define the class (properties and
methods/procedures)
I Method ( also called subroutines, procedures, or functions)
I Property – data describing the class
I Arguments – inputs to a method/function

Generating Code
There are three basic ways to generate code:
I Import code from a file
I Enter code by hand into the code window
I Create a macro
48

Import Code
Open an Excel file that has VBA code and select the Visual Basic
Icon in the Developer tab. You will see the code in in the VB
editor.
Important – Under Macro Security you will need to check the box
for Trust Access to the VBA project model.
49

Generating Code
There are two ways to generate new code. Either type the code
into the Code Window by hand or record a Macro. For now we
focus on recording macros.
Macro – a recording of key strokes and mouse clicks
50

Macros
After clicking on the record button, the figure below appears.
Name the macro and click OK to start recording.
When you are done recording your mouse clicks, click Stop
Recording icon.
51

Macros
We can also make a macro available to all workbooks.
52

Macros
I Download the file vbIntro.xls and select the copyMacro
worksheet.
I Turn on Macro Recording
I Name the macro copyMacro
I Highlight the data for ages 30 through 40
I Take the “cross” in the lower left hand side and copy through
the age of 60.
I Copy cntrl-C
I Select Cell D2
I Paste cntrl-V
I Select cell A1
I Stop Recording

Macros
Now go into the VB editor and examine the code. You should have:
Sub copyMacro()
’
’ copyMacro Macro
’
’
Range("A2:A12").Select
Selection.AutoFill Destination:=Range("A2:A32"), _
Type:=xlFillDefault
Range("A2:A32").Select
Selection.Copy
Range("D2").Select
ActiveSheet.Paste
Range("A1").Select
End Sub

Macros
1. What is Range? (Object, method, property)
2. What is Select? (Object, method, property)
3. What is Selection? (Object, method, property)
4. What is AutoFill? (Object, method, property)
5. What are the arguments for AutoFill?
6. What are the arguments for Paste

Macros
I A macro corresponds to code in a module. In particular the
macro is a procedure.
I The default Module is Module1 – you can change this name
in the Properties Window.
I A module is code “seen” by all of the spreadsheets.
I The name of the procedure corresponds to the name of the
macro.
I Comments are preceded in VB by a single quote.
I We can continue code from one line to the next using an
(underscore)
56

Macros
SUMMARY
A sub procedure has the format:
Sub SubName()
... VBA Code ...
End Sub
57

Macros
Download the file vbIntro.xls and select the flightMacro
worksheet.
First understand filtering and sorting.
Highlight the entire flight data table.
Make sure the Home tab is selected. Then in the ribbon Select
Data>Filter
Play around and do some sorting and filtering
Now deselect Filter so we are back to the original worksheet.
58

Macros
GENERATING FILTERING MACROS
I Step 1: Deselect Filter so we are back to the original
worksheet.
I Step 2: Start recording a macro named
ViewHongKongFlights
I Step 3: Highlight the range A3:D15.
I Step 4: Select Data>Filter
I Step 5: In the Destination column select Hong Kong
I Step 6: Select cell A1
I Step 7: Stop Recording

Macros
GENERATING FILTERING MACROS
Your code should look like:
Sub ViewHongKongFlights()
Range("A3:D15").Select
Selection.AutoFilter
Selection.AutoFilter Field:=1, Criteria1:="Hong Kong"
Range("A1").Select
End Sub
Edit the ViewHongKongFlights() Sub Procedure so that Beijing
flights are viewed instead of Hong Kong flights.

Macros
CODE GENERATION
Do the following:
I Based on your understanding of VB create a procedure
(without recording a macro) called ViewEconomy that will
show all of the available Economy flights.
I Test and run these macros

Events
Events: actions that take place in the Excel window that are
linked to code (often called handlers).
I Open a workbook
I Click on a command button
I Activate a worksheet
An event procedure is a procedure except that it is associated
with an excel event.

Events
Event Example: the Command Button object.
See Developer and Insert
Click on the Command Button object and then click somewhere on
the spreadsheet.
Click on New
Create the following code:
Sub Button1_Click()
MsgBox "Hello World"
End Sub
65

Events
Review: An object is made up of?
66

vbaintro.pdf

More Related Content

Similar to vbaintro.pdf (20)

Recently uploaded (20)

vbaintro.pdf