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Excel Macro and VBA

Excel Macro and VBA. Recording/Editing Macro. Recording macro: Tools/Macro/Record new macro Editing macro: Tools/Macro/Macros Excel’s macros are VBA procedures. Learning VBA with Macro. Spreadsheet operations: Copy/Paste/Fill/Clear/Delete Format cells Adding a worksheet

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Excel Macro and VBA

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  1. Excel Macro and VBA

  2. Recording/Editing Macro • Recording macro: • Tools/Macro/Record new macro • Editing macro: • Tools/Macro/Macros • Excel’s macros are VBA procedures

  3. Learning VBA with Macro • Spreadsheet operations: • Copy/Paste/Fill/Clear/Delete • Format cells • Adding a worksheet • Insert/Delete rows, cols • Window scroll • Command Bar commands

  4. Data/Sort/Subtotal Commands • Range("A3:F25").Sort Key1:=Range("C4"), Order1:=xlAscending, Key2:=Range("B4"), Order2:=xlAscending, Header:=xlGuess, OrderCustom:=1, MatchCase :=False, Orientation:=xlTopToBottom, DataOption1:=xlSortNormal, DataOption2:=xlSortNormal • Selection.Subtotal GroupBy:=2, Function:=xlAverage, TotalList:=Array(6), Replace:=True, PageBreaks:=False, SummaryBelowData:=True • Note: Use Excel Object Model to study Range object’s Sort and Subtotal methods. (Selection returns a range object)

  5. Data/Pivot Table ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase, SourceData:= "Sheet1!R3C1:R24C6").CreatePivotTable TableDestination:="", TableName:= "PivotTable2", DefaultVersion:=xlPivotTableVersion10 ActiveSheet.PivotTableWizard TableDestination:=ActiveSheet.Cells(3, 1) ActiveSheet.Cells(3, 1).Select ActiveSheet.PivotTables("PivotTable2").AddFields RowFields:="Race", ColumnFields:="Sex" With ActiveSheet.PivotTables("PivotTable2").PivotFields("Salary") .Orientation = xlDataField .Caption = "Average of Salary" .Function = xlAverage End With

  6. PivotCaches • Represents the collection of memory caches from the PivotTable reports in a workbook. Each memory cache is represented by a PivotCache object. • PivotCache • Represents the memory cache for a PivotTable report.

  7. PivotCaches’ Add Method • Adds a new PivotTable cache to a PivotCaches collection. Returns a PivotCache object. • PivotCaches.Add(SourceType, SourceData) • SourceType: PivotTableSourceType can be one of these XlPivotTableSourceType • xlDatabase • xlExternal • SourceData: • Required if SourceType isn't xlExternal. Can be a Range object. • For an external database, we can create a recordset and assign the recordset object to pivotCahce’s Recordset property. • objPivotCache.Recordset = rstRecordset

  8. PivotCache’s CreatePivotTable Method • Creates a PivotTable report based on a PivotCache object • pivotCacheObj.CreatePivotTable(TableDestination, TableName, ReadData, DefaultVersion)

  9. PivotTable’s AddFields Method and PivotFields Property • AddFields method: • ActiveSheet.PivotTables("PivotTable2").AddFields RowFields:="Race", ColumnFields:="Sex“ • ActiveSheet.PivotTables("PivotTable3").AddFields RowFields:=Array("Race", "Sex"), ColumnFields:="IncomeGroup" • PivotFields property: • A collection of PivotField object. • PivotField object’s properties: • Caption • Function • Orientation

  10. ReWrite the Macro Sub MyPivotTable() Dim objPivotCache As PivotCache Set objPivotCache =ActiveWorkbook.PivotCaches.Add(SourceType:=xlDatabase, SourceData:= "Sheet1!A3:f24") objPivotCache.CreatePivotTableTableDestination:=Sheet2.Range("A3"),TableName:="EEOPivotTable" ThisWorkbook.Sheets("sheet2").Activate ActiveSheet.Range("a3").Select ActiveSheet.PivotTables("EEOPivotTable").AddFields RowFields:="Race", ColumnFields:="Sex" With ActiveSheet.PivotTables("EEOPivotTable").PivotFields("Salary") .Orientation = xlDataField .Caption = "Average of Salary" .Function = xlAverage End With End Sub

  11. External Data Source with ADO Sub ADOPivotTable() Dim cn As ADODB.Connection Dim rs As ADODB.Recordset Set cn = New ADODB.Connection cn.Open ("provider=microsoft.jet.oledb.4.0;data source=c:\salesDB.mdb;") Set rs = cn.Execute("select * from customer", adCmdText) Dim objPivotCache As PivotCache Set objPivotCache = ActiveWorkbook.PivotCaches.Add(SourceType:=xlExternal) Set objPivotCache.Recordset = rs objPivotCache.CreatePivotTable TableDestination:=ActiveSheet.Range("A3"), TableName:="CustomerRating" ActiveSheet.PivotTables("CustomerRating").AddFields RowFields:="City", ColumnFields:="Rating" With ActiveSheet.PivotTables("CustomerRating").PivotFields("CID") .Orientation = xlDataField .Caption = "Number of Customer" .Function = xlCount End With cn.Close Set rs = Nothing Set cn = Nothing End Sub

  12. Data/Import External Data

  13. Macro to Import a Query Sub ImportQry() With ActiveSheet.QueryTables.Add(Connection:=Array(Array( _ "ODBC;DBQ=C:\SalesDB.mdb;DefaultDir=C:\;Driver={Driver do Microsoft Access (*.mdb)};DriverId=25;FIL=MS Access;MaxBufferSize=2048;MaxS"), Array( _ "canRows=8;PageTimeout=5;SafeTransactions=0;Threads=3;UID=admin;UserCommitSync=Yes;" _ )), Destination:=Range("A1")) .CommandText = Array( _ "SELECT CUSTOMER.CID, CUSTOMER.CNAME, CUSTOMER.CITY, CUSTOMER.RATING FROM `C:\SalesDB`.CUSTOMER CUSTOMER WHERE (CUSTOMER.RATING='a')" ) .Name = "Query ACustomer" .FieldNames = True .RowNumbers = False .FillAdjacentFormulas = False .PreserveFormatting = True .RefreshOnFileOpen = False .BackgroundQuery = True .RefreshStyle = xlInsertDeleteCells .SavePassword = False .SaveData = True .AdjustColumnWidth = True .RefreshPeriod = 0 .PreserveColumnInfo = True .SourceConnectionFile = "C:\Query ACustomer.dqy" .Refresh BackgroundQuery:=False End With End Sub

  14. Worksheet’s QueryTables Properties • A collection of QueryTable objects. • Each QueryTable object represents a worksheet table built from data returned from an external data source.

  15. QueryTables’ Add Method • Creates a new query table. Returns a QueryTable object that represents the new query table. • QueryTableObj..Add(Connection, Destination, Sql) • Connection   Required Variant. The data source for the query table. Can be one of the following: • A string containing an OLE DB or ODBC connection string. The ODBC connection string has the form "ODBC;<connection string>". • An ADO or DAO Recordset object. • A Web query. A string in the form "URL;<url>". • Data Finder. A string in the form "FINDER;<data finder file path>" (*.dqy or *.iqy). • Destination   Required Range. The cell in the upper-left corner of the query table destination range. • Sql   Optional Variant. The SQL query string to be run on the ODBC data source. This argument is optional when you're using an ODBC data source. You cannot use this argument when a text file, or ADO or DAO Recordset object is specified as the data source.

  16. QueryTable Object’s Properties and methods • Properties: • FieldNames • RefreshPeriod • RecordSet • Methods: • Refresh • Delete

  17. Delete All QueryTables from a Worksheet Sub RemoveAllQryTables() Dim i As Integer For i = ActiveSheet.QueryTables.Count To 1 Step -1 ActiveSheet.QueryTables.Item(i).Delete Next i End Sub

  18. ReWrite Macro to Import Data with ODBC DSN Sub myImportQry2() Dim qt As QueryTable Dim mySQL As String mySQL = "select * from customer" Set qt = ActiveSheet.QueryTables.Add("ODBC;DSN=salesDBDSN", Range("a1"), mySQL) With qt .FieldNames = True .RefreshPeriod = 0 .Refresh BackgroundQuery:=False End With End Sub

  19. Customizing the Macro:Select a Table/Query Name from a ListBox and Retrieve its Records

  20. Private Sub UserForm_Initialize() ListBox1.AddItem ("customer") ListBox1.AddItem ("custord") End Sub Private Sub CommandButton1_Click() Call MyImportQry(ListBox1.Value) End Sub Sub MyImportQry(dataSource As String) Dim qt As QueryTable Dim mySQL As String mySQL = "select * from " & dataSource Set qt = ActiveSheet.QueryTables.Add("ODBC;DSN=salesDBDSN", Range("a1"), mySQL) With qt .FieldNames = True .RefreshPeriod = 0 .Refresh BackgroundQuery:=False End With End Sub

  21. Import Web Query • Web query extension: • iqy

  22. Sub importWebQry() With ActiveSheet.QueryTables.Add(Connection:="FINDER;C:\ dchaoHP.iqy", Destination:=Range("A1")) .Name = "dchaoHP" .FieldNames = True .RowNumbers = False .FillAdjacentFormulas = False .PreserveFormatting = True .RefreshOnFileOpen = False .BackgroundQuery = True .RefreshStyle = xlInsertDeleteCells .SavePassword = False .SaveData = True .AdjustColumnWidth = True .RefreshPeriod = 0 .WebSelectionType = xlAllTables .WebFormatting = xlWebFormattingNone .WebPreFormattedTextToColumns = True .WebConsecutiveDelimitersAsOne = True .WebSingleBlockTextImport = False .WebDisableDateRecognition = False .WebDisableRedirections = False .Refresh BackgroundQuery:=False End With End Sub

  23. Simplify with Default Properties Sub impWebQry() Dim qt As QueryTable Set qt = ActiveSheet.QueryTables.Add(Connection:="FINDER;C:\dchaoHP.iqy", _ Destination:=Range("A1")) With qt .Name = "dchaoHP" .FieldNames = True .Refresh BackgroundQuery:=False End With End Sub

  24. Customizing the Macro • In order to use the macro to import any web queries, we can use arguments to provide: • Query name • Destination • Query table name

  25. Sub impWebQry(qryNamePath As String, destinationCell As Range, qryTableName As String) Dim qt As QueryTable Set qt = ActiveSheet.QueryTables.Add(Connection:="FINDER;" & qryNamePath, destination:=destinationCell) With qt .Name = qryTableName .FieldNames = True .Refresh BackgroundQuery:=False End With End Sub

  26. Using Finder to Import Database Query Sub FinderQry() Dim qt As QueryTable Set qt = ActiveSheet.QueryTables.Add(Connection:="FINDER;C:\queryCustomer.dqy", destination:=Range("A1")) With qt .Name = "qryCustomer" .FieldNames = True .Refresh BackgroundQuery:=False End With End Sub

  27. RefEdit Control • Let user to select a range. • The selected range is returned as text with the control’s Text property.

  28. RefEdit Example Private Sub CommandButton1_Click() Dim selectedRange As Range Set selectedRange = Range(RefEdit1.Text) MsgBox (RefEdit1.Text) End Sub Private Sub UserForm_Activate() ‘Show the current selection when open the form RefEdit1.Text = Selection.Address End Sub

  29. RefEdit Example Private Sub CommandButton1_Click() Dim selectedRange As Range Set selectedRange = Range(RefEdit1.Text) Call ImportQry(ListBox1.Value, selectedRange, TextBox1.Text) End Sub Private Sub UserForm_Initialize() ListBox1.AddItem ("customer") ListBox1.AddItem ("custord") Worksheets.Add End Sub Sub ImportQry(qryName As String, destination As Range, qtName As String) Dim mySQL As String mySQL = "select * from " & qryName Dim qt As QueryTable Set qt = ActiveSheet.QueryTables.Add("ODBC;DSN=salesDBDSN", destination, mySQL) With qt .FieldNames = True .Name = qtName .RefreshPeriod = 0 .Refresh BackgroundQuery:=False End With End Sub

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