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    Excel Investment Banking VBA Slides

    Uploaded by

    HARRY NGUYEN
    VBA and macros can be useful for automating tasks in Excel without needing expert knowledge. The document recommends starting with recording simple macros like creating an input box, then editing the code to make it more efficient. It provides steps to record a macro to format an input box with borders and fill color. More advanced techniques are discussed like skipping empty cells and formatting cells with formulas differently than constants.

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    Excel Investment Banking VBA Slides

    Uploaded by

    HARRY NGUYEN
    65 views8 pages
    VBA and macros can be useful for automating tasks in Excel without needing expert knowledge. The document recommends starting with recording simple macros like creating an input box, then editing the code to make it more efficient. It provides steps to record a macro to format an input box with borders and fill color. More advanced techniques are discussed like skipping empty cells and formatting cells with formulas differently than constants.

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    Excel-Investment-Banking-VBA-Slides

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    VBA and macros can be useful for automating tasks in Excel without needing expert knowledge. The document recommends starting with recording simple macros like creating an input box, then editing the code to make it more efficient. It provides steps to record a macro to format an input box with borders and fill color. More advanced techniques are discussed like skipping empty cells and formatting cells with formulas differently than constants.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    65 views8 pages

    Excel Investment Banking VBA Slides

    Uploaded by

    HARRY NGUYEN
    VBA and macros can be useful for automating tasks in Excel without needing expert knowledge. The document recommends starting with recording simple macros like creating an input box, then editing the code to make it more efficient. It provides steps to record a macro to format an input box with borders and fill color. More advanced techniques are discussed like skipping empty cells and formatting cells with formulas differently than constants.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 8

    Excel for Investment

    Banking and Your First VBA


    Macro
    How to Get Results Without Reading 500
    Pages of VBA Books First
    Our Top Questions About VBA and Macros…
    “Do I really need to know VBA and
    Macros? How useful are they? What
    about R, Python, and other programming
    languages?”

    “How much time should I spend learning


    these before my internship or full-time
    job begins?”
    Short Answers to These Questions:
    • Yes, it helps to be familiar with VBA and macros – but you don’t
    need to be an expert or have super-advanced knowledge

    • You won’t be tested on them in IB interviews, but they can make


    your on-the-job life easier

    • Other languages, such as R and Python, are not useful for the
    roles we focus on (IB, PE, CD, ER) – they’re more for trading,
    portfolio management, or jobs with heavier statistical analysis

    • Time to Spend: If you spend ~2 months learning/practicing Excel,


    maybe take 1 week to learn some VBA; it’s “icing on the cake”
    How to Learn VBA Syntax
    • Best Method: Start by recording macros (sequences of actions) in
    Excel, and then review and modify the code

    • Most Excel constructs also carry over to VBA – IF statements,


    functions like INDEX and MATCH, ranges of cells, formatting, etc.

    • The difference is that you can do more with these constructs, such
    as “looping” through a specific range, or “saving” data for use in
    some other function or directly on the spreadsheet

    • Think of VBA as a way to automate your work and save time;


    don’t think of it as “learning a new language” (intimidating)
    Your First VBA Macro
    • Here: You’ll start by recording your first macro to create an
    “Input Box” in Excel – very simple, and it shows the basic steps

    • Why: Creating an input box doesn’t require tons of logic or error


    checking, but it’s annoying and repetitive without a macro

    • Why: It requires you to change the borders, fill color, and font
    color, and there’s no way to do all of that at once in a single key
    stroke (and it’s even more annoying in Mac Excel)

    • And: We can’t just use Copy and Paste Special → Formats because
    we do not want to copy the Number Formats!
    Your First VBA Macro
    • How: We can create a macro for this by recording completion of
    these actions in Excel, and then tweaking the code a bit

    • Basic Macro: It works, but there are some issues…

    • Issue #1: Way too much code → don’t need separate “With”
    statements for the borders, interior, etc. (group them together)

    • Issue #2: It’s not very readable because there are too many
    useless commands, and it’s hard to tell what the colors are

    • Issue #3: We should skip empty cells to make it more efficient


    Your First VBA Macro
    • Most Issues: Can be fixed with simple reorganization of the code
    and RGB values for the colors

    • More Complicated: Skipping empty cells and formatting Input


    Boxes with constants vs. formulas differently (blue vs. black)

    • Solution: We can “intersect” the user’s selected range (single cell


    or multiple cells), with the “Used Range” of the spreadsheet and
    the Formulas or Constants in the selected range

    • Then: Set the font colors for these Formulas or Constants first, and
    then do the border/fill/font/alignment formatting if cells exist
    Recap and Summary
    • Is VBA Useful? Yes, but you don’t need to be an expert

    • Best Methods to Learn: Record macros, then go to the VBA Editor


    and review and edit the code

    • Our Approach: Simple, highly useful macros focused on


    automating repetitive tasks in Excel, with some tweaking

    • First Macro: “Input Box” creation in any financial model or


    valuation spreadsheet

    • More: Skip empty cells, format formulas vs. constants, etc.

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