Microsoft Excel VBA and Macros (Office 2021 and Microsoft 365)

Table of contents

1. Cover Page
2. Title Page
3. Copyright Page
4. Pearson’s Commitment to Diversity, Equity, and Inclusion
5. Dedication
6. Contents at a Glance
7. Contents
8. Acknowledgments
9. About the Authors
10. Introduction
    1. In this Introduction, you will:
    2. Is TypeScript a threat to VBA?
    3. What is in this book?
    4. Versions of Excel
    5. Special elements and typographical conventions
    6. About the companion content
    7. Errata, updates, and book support
    8. Stay in touch
11. Chapter 1. Unleashing the power of Excel with VBA
    1. Barriers to entry
    2. Knowing your tools: The Developer tab
    3. Understanding which file types allow macros
    4. Macro security
    5. Overview of recording, storing, and running a macro
    6. Running a macro
    7. Understanding the VB Editor
    8. Understanding shortcomings of the macro recorder
    9. Next steps
12. Chapter 2. This sounds like BASIC, so why doesn’t it look familiar?
    1. Understanding the parts of VBA “speech”
    2. VBA is not really hard
    3. Examining recorded macro code: Using the VB Editor and Help
    4. Using debugging tools to figure out recorded code
    5. Object Browser: The ultimate reference
    6. Seven tips for cleaning up recorded code
    7. Next steps
13. Chapter 3. Referring to ranges
    1. The Range object
    2. Referencing ranges in other sheets
    3. Referencing a range relative to another range
    4. Using the Cells property to select a range
    5. Using the Offset property to refer to a range
    6. Using the Resize property to change the size of a range
    7. Using the Columns and Rows properties to specify a range
    8. Using the Union method to join multiple ranges
    9. Using the Intersect method to create a new range from overlapping ranges
    10. Using the IsEmpty function to check whether a cell is empty
    11. Using the CurrentRegion property to select a data range
    12. Using the Areas collection to return a noncontiguous range
    13. Referencing tables
    14. Next steps
14. Chapter 4. Looping and flow control
    1. For...Next loops
    2. Do loops
    3. The VBA loop: For Each
    4. Flow control: Using If...Then...Else and Select Case
    5. Next steps
15. Chapter 5. R1C1-style formulas
    1. Toggling to R1C1-style references
    2. Witnessing the miracle of Excel formulas
    3. Understanding the R1C1 reference style
    4. Next steps
16. Chapter 6. Creating and manipulating names in VBA
    1. Global versus local names
    2. Adding names
    3. Deleting names
    4. Adding comments
    5. Types of names
    6. Hiding names
    7. Checking for the existence of a name
    8. Next steps
17. Chapter 7. Event programming
    1. Levels of events
    2. Using events
    3. Workbook events
    4. Worksheet events
    5. Chart events
    6. Application-level events
    7. Next steps
18. Chapter 8. Arrays
    1. Declaring an array
    2. Declaring a multidimensional array
    3. Filling an array
    4. Retrieving data from an array
    5. Using arrays to speed up code
    6. Using dynamic arrays
    7. Passing an array
    8. Next steps
19. Chapter 9. Creating classes and collections
    1. Inserting a class module
    2. Trapping application and embedded chart events
    3. Creating a custom object
    4. Using a custom object
    5. Using collections
    6. Using dictionaries
    7. Using user-defined types to create custom properties
    8. Next steps
20. Chapter 10. Userforms: An introduction
    1. Input boxes
    2. Message boxes
    3. Creating a userform
    4. Calling and hiding a userform
    5. Programming userforms
    6. Programming controls
    7. Using basic form controls
    8. Verifying field entry
    9. Illegal window closing
    10. Getting a file name
    11. Next steps
21. Chapter 11. Data mining with Advanced Filter
    1. Replacing a loop with AutoFilter
    2. Advanced Filter—easier in VBA than in Excel
    3. Using Advanced Filter to extract a unique list of values
    4. Using Advanced Filter with criteria ranges
    5. Using Filter In Place in Advanced Filter
    6. The real workhorse: xlFilterCopy with all records rather than unique records only
    7. Next steps
22. Chapter 12. Using VBA to create pivot tables
    1. Understanding how pivot tables evolved over various Excel versions
    2. Building a pivot table in Excel VBA
    3. Using advanced pivot table features
    4. Filtering a data set
    5. Formatting the intersection of values in a pivot table
    6. Using the Data Model in Excel
    7. Using other pivot table features
    8. Comparing VBA to TypeScript
    9. Next steps
23. Chapter 13. Excel power
    1. File operations
    2. Combining and separating workbooks
    3. Placing a chart in a cell note
    4. Tracking user changes
    5. Techniques for VBA pros
    6. Next steps
24. Chapter 14. Sample user-defined functions
    1. Creating user-defined functions
    2. Sharing UDFs
    3. Useful custom Excel functions
    4. Creating LAMBDA functions
    5. Next steps
25. Chapter 15. Creating charts
    1. Using .AddChart2 to create a chart
    2. Understanding chart styles
    3. Formatting a chart
    4. Creating a combo chart
    5. Creating map charts
    6. Creating waterfall charts
    7. Exporting a chart as a graphic
    8. Considering backward compatibility
    9. Next steps
26. Chapter 16. Data visualizations and conditional formatting
    1. VBA methods and properties for data visualizations
    2. Adding data bars to a range
    3. Adding color scales to a range
    4. Adding icon sets to a range
    5. Using visualization tricks
    6. Using other conditional formatting methods
    7. Next steps
27. Chapter 17. Dashboarding with sparklines in Excel
    1. Creating sparklines
    2. Scaling sparklines
    3. Formatting sparklines
    4. Creating a dashboard
    5. Next steps
28. Chapter 18. Reading from the web using M and VBA
    1. Get credentials for accessing an API
    2. Build a query in Power Query using the M language to retrieve data from the web for one specific value
    3. Generalizing the queries using VBA
    4. Using global variables and loops in M
    5. Application.OnTime to periodically analyze data
    6. Next steps
29. Chapter 19. Text file processing
    1. Importing from text files
    2. Writing text files
    3. Next steps
30. Chapter 20. Automating Word
    1. Using early binding to reference a Word object
    2. Using late binding to reference a Word object
    3. Using the New keyword to reference the Word application
    4. Using the CreateObject function to create a new instance of an object
    5. Using the GetObject function to reference an existing instance of Word
    6. Using constant values
    7. Understanding Word’s objects
    8. Controlling form fields in Word
    9. Next steps
31. Chapter 21. Using Access as a back end to enhance multiuser access to data
    1. ADO versus DAO
    2. The tools of ADO
    3. Adding a record to a database
    4. Retrieving records from a database
    5. Updating an existing record
    6. Deleting records via ADO
    7. Summarizing records via ADO
    8. Other utilities via ADO
    9. SQL Server examples
    10. Next steps
32. Chapter 22. Advanced userform techniques
    1. Using the UserForm toolbar in the design of controls on userforms
    2. More userform controls
    3. Controls and collections
    4. Modeless userforms
    5. Using hyperlinks in userforms
    6. Adding controls at runtime
    7. Adding help to a userform
    8. Creating transparent forms
    9. Next steps
33. Chapter 23. The Windows Application Programming Interface (API)
    1. Understanding an API declaration
    2. Using an API declaration
    3. Making 32-bit- and 64-bit-compatible API declarations
    4. API function examples
    5. Next steps
34. Chapter 24. Handling errors
    1. What happens when an error occurs?
    2. Basic error handling with the On Error GoTo syntax
    3. Generic error handlers
    4. Training your clients
    5. Errors that won’t show up in Debug mode
    6. Errors while developing versus errors months later
    7. The ills of protecting code
    8. More problems with passwords
    9. Errors caused by different versions
    10. Next steps
35. Chapter 25. Customizing the ribbon to run macros
    1. Where to add code: The customui folder and file
    2. Creating a tab and a group
    3. Adding a control to a ribbon
    4. Accessing the file structure
    5. Understanding the RELS file
    6. Renaming an Excel file and opening a workbook
    7. Using images on buttons
    8. Troubleshooting error messages
    9. Other ways to run a macro
    10. Next steps
36. Chapter 26. Creating Excel add-ins
    1. Characteristics of standard add-ins
    2. Converting an Excel workbook to an add-in
    3. Having a client install an add-in
    4. Add-in security
    5. Closing add-ins
    6. Removing add-ins
    7. Using a hidden workbook as an alternative to an add-in
    8. Next steps
37. Chapter 27. An introduction to creating Office add-ins
    1. Creating your first Office add-in—Hello World
    2. Adding interactivity to an Office add-in
    3. A basic introduction to HTML
    4. Using XML to define an Office add-in
    5. Using JavaScript to add interactivity to an Office add-in
    6. Next steps
38. Chapter 28. What’s new in Excel 365 and what’s changed
    1. Office 365 subscription versus Excel 2021 perpetual
    2. If it has changed in the front end, it has changed in VBA
    3. Learning the new objects and methods
    4. Compatibility mode
    5. Next steps
39. Index
40. Code Snippets