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VBA Spreadsheet Toolkit

This hands on class is designed for Essbase developers who want to utilize VBA to interface with Essbase. Whether used to automate uploads or to design a more bullet-proof front-end to Essbase, this class will provide students with practical exercises showing them how to build front-ends that automate connects, retrieves, lock and sends, drill downs, fill drop down boxes, and control Essbase options. Students take home working examples of VBA code and all the exercises developed in the class.

Course Duration: 2 days.

Here is the course description in detail:

VBA Introduction
A foundation for coding in VBA is given to students to jumpstart their introduction. Topics then move on to include working with the VBA Editor, language structure and syntax, variables, control statements, subroutines, and utilizing the macro recording. Practical exercises in straight VBA help drive the learning. Some of these exercises include automating formats in a sheet, protecting worksheets, and working with VBA Forms.

Essbase Reporting Essentials
In order to be effective in using VBA, it is important that students understand some of the more advanced reporting features. Structuring valid Essbase reports and the rules of reporting is covered, as well as option settings, linking reports, and using the EssCell function. We then explore the Menu and VBA Essbase function groups available with the tool-kit, build buttons to control updates, retrievals, and calculations. We finish by reviewing the most common Excel formulas used in building financial models.

Advanced Report Automation
Here, we combine some of the solutions explored in the previous exercises and show you how to build front-ends with drop-down boxes filled with outline members, automate drill-downs and pivots, and build custom toolbars that control options. We conclude with a comprehensive case study that builds on the knowledge and previous exercises while challenging students to explore new solutions to common problems such as preventing runtime errors, building form controls, automating scheduled report generation and more.

 
   
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