Visual basic в excel 2021

When we develop Excel VBA applications sometimes we need the application to check whether some strings are included in other strings. So in this lesson you will learn how to check if a string contains a substring using the VBA InStr function.

InStr function

The InStr function has four parameters. Two optional and two required parameters. This is the syntax of the InStr function.

InStr([start], FirstString, SecondString, [CompareMethod])

Start — This is the starting point of the first string where you want to begin searching for the second string. If omitted, the function will search from first position.

FirstString — Function will search through this string to find the second string.

SecondString — This is the string the InStr function will search for.

CompareMethod — There are three options for this parameter. vbBinaryCompare, vbDatabaseCompare and vbTextCompare. But vbDatabaseCompare is only used for Microsoft Access. So you can use either vbTextCompare or vbBinaryCompare for Excel VBA Macros. If you select vbBinaryCompare then the VBA InStr function will carry out a binary comparison. So the function will see “A” and “a” as different. But if you choose vbTextCompare then the InStr function will carry out a textual comparison and it will see “A” and “a” as the same. You will get a clear understanding about these different types of comparisons from the examples below.

Return values of VBA InStr function

There are four types of return values for this function. Click on the links to see related examples.

0 — Second string is not found or Length of first string is 0 or Starting point is higher than length of first string or Starting point is higher than the occurrence position of the second string.

Null — First string is null or Second string is Null or both are Null

Start — Length of second string is 0

Position at first string where match is found — When second string is found within first string

Now let’s look at examples where we will get those return types.

Return 0

Second sting is not found

Length of first string is 0

In this example Len(String1) equals 0. So the function returns 0.

Starting point is higher than length of first string

Here the length of the first string is 9. But the start is set to 20. So the function will return 0.

Start is higher than occurrence position of the second string inside first string

In this example, the InStr function is searching for the string “this” inside the first string. And string “this” appears at the position 7 of the first string. But as the start is set to 8 the function returns 0. Because the InStr function can’t find the substring “this” after position 8.

Return Null

The InStr function returns Null on three occasions.

Return Null when first string is Null

Here String1 has been declared as a variant because only the variant data type can hold Null values.

Return Null when second string is Null

Here String2 is declared as a variant because only the variant data type can hold the Null values.

Return Null when both first and second strings are Null

Return Start

The InStr function will return the start value on one occasion.

Return Start when length of second string is 0

Here the Len(String2) is equal to 0. And the start is 4. So the function will return 4.

Return the position where the match is found

When the second string is found within the first string, the function will return the position of the first string where the second string is found.

Here the word “to” can be found at the fifth position of the String1. So the function will return 5. Note that the function also considers spaces when determining the position.

VBA InStr Case Sensitivity

When you use the InStr function sometimes you may want to do case insensitive searches and sometimes case sensitive searches. So how do we control the case sensitivity? We can use the fourth parameter of the function to control the case sensitivity of the searches.

VBA InStr case insensitive search

In Excel VBA we can use one of the two values for the fourth parameter of the VBA InStr function. vbTextCompare or vbBinaryCompare. Because vbDatabaseCompare is only related to Microsoft Access. So far in our examples we used the vbTextCompare as the fourth parameter. If we use vbTextCompare as the fourth parameter, then the function will do case insensitive search.

Here the word “VBA” in uppercase in the String1 and “vba” in lowercase in the String2. As we have used vbTextCompare as the fourth parameter, the InStr function will do case insensitive search and will return 7.

VBA InStr case sensitive search

So we learnt how to do case insensitive search using the VBA InStr function from the above example. We can use vbBinaryCompare as the fourth parameter to do case sensitive searches.

Here the word “VBA” is in uppercase in the String1 and “vba” is in lowercase in the String2. As we have used vbBinaryCompare as the fourth parameter, search will be case sensitive and function will return 0.

Now let’s use the word “VBA” in uppercase in both strings and check how it works with the vbBinaryCompare option.

If the second string occurs multiple times.

Sometimes the second string can occur multiple times inside the first string. If this happens the InStr function will return the position of the first occurrence of the second string starting from the start point.

In this example word Excel occurs 3 times inside the String1. As the start is 1, the InStr function will return the position of first occurrence which is 1.

Here are the same example strings with a different start.

In this example the start is set to 5. So now the function will search for the word “Excel” inside the String1 from the fifth position onward. Therefore in this example, the function will return the position of the second occurrence of the word “Excel”.

How to use VBA InStr Function for list of strings

However in practical situations you may not need to check if one string contains a substring. Instead you may need to check if a list of strings contains a particular substring and output the results. So now let’s look at how to accomplish such a task with the help of the For Next statement.

Let’s consider this sample Excel sheet.

This sample Excel sheet contains a list of post titles of this blog in column A. I’m going to find which titles have the word “Excel” and write “Found” Or “Not Found” in column B. Let’s name the subroutine as CheckForWordExcel

First we need to declare a few variables.

Dim WS As Worksheet
Dim PostTitle As String
Dim i As Integer

If the name of the worksheet is “Sheet1”, we can assign the sheet to the WS variable as follows.

Set WS = Worksheets(«Sheet1»)

Assume there are titles up to the 100th row. So we can use a For Next statement like this.

In each iteration we can assign the post titles to the PostTitle variable like this.

For i = 2 To 100
     PostTitle = WS.Range(«A» & i).Value
Next i

Now we can use the InStr function to check whether the word “Excel” is available in each title.

InStr(1, PostTitle, «Excel», vbTextCompare)

Here the second string is “Excel” and the length of it is higher than 0. Therefore InStr function should return positive value only when substring “Excel” found inside the PostTitle. So we can use an If statement inside the For Next Loop like this.

So here is the full code of the subroutine.

The first step to working with VBA in Excel is to get yourself familiarized with the Visual Basic Editor (also called the VBA Editor or VB Editor).

In this tutorial, I will cover all there is to know about the VBA Editor and some useful options that you should know when coding in Excel VBA.

What is Visual Basic Editor in Excel?

Visual Basic Editor is a separate application that is a part of Excel and opens whenever you open an Excel workbook. By default, it’s hidden and to access it, you need to activate it.

VB Editor is the place where you keep the VB code.

There are multiple ways you get the code in the VB Editor:

1. When you record a macro, it automatically creates a new module in the VB Editor and inserts the code in that module.
2. You can manually type VB code in the VB editor.
3. You can copy a code from some other workbook or from the internet and paste it in the VB Editor.

Opening the VB Editor

There are various ways to open the Visual Basic Editor in Excel:

1. Using a Keyboard Shortcut (easiest and fastest)
2. Using the Developer Tab.
3. Using the Worksheet Tabs.

Let’s go through each of these quickly.

Keyboard Shortcut to Open the Visual Basic Editor

The easiest way to open the Visual Basic editor is to use the keyboard shortcut – ALT + F11 (hold the ALT key and press the F11 key).

As soon as you do this, it will open a separate window for the Visual Basic editor.

This shortcut works as a toggle, so when you use it again, it will take you back to the Excel application (without closing the VB Editor).

The shortcut for the Mac version is Opt + F11 or Fn + Opt + F11

Using the Developer Tab

To open the Visual Basic Editor from the ribbon:

1. Click the Developer tab (if you don’t see a developer tab, read this on how to get it).
2. In the Code group, click on Visual Basic.

Using the Worksheet Tab

This is a less used method to open the Vb Editor.

Go to any of the worksheet tabs, right-click, and select ‘View Code’.

This method wouldn’t just open the VB Editor, it will also take you to the code window for that worksheet object.

This is useful when you want to write code that works only for a specific worksheet. This is usually the case with worksheet events.

Anatomy of the Visual Basic Editor in Excel

When you open the VB Editor for the first time, it may look a bit overwhelming.

There are different options and sections that may seem completely new at first.

Also, it still has an old Excel 97 days look. While Excel has improved tremendously in design and usability over the years, the VB Editor has not seen any change in the way it looks.

In this section, I will take you through the different parts of the Visual Basic Editor application.

Note: When I started using VBA years ago, I was quite overwhelmed with all these new options and windows. But as you get used to working with VBA, you would get comfortable with most of these. And most of the time, you’ll not be required to use all the options, only a hand full.

Below is an image of the different components of the VB Editor. These are then described in detail in the below sections of this tutorial.

Now let’s quickly go through each of these components and understand what it does:

Menu Bar

This is where you have all the options that you can use in the VB Editor. It is similar to the Excel ribbon where you have tabs and options with each tab.

You can explore the available options by clicking on each of the menu element.

You will notice that most of the options in VB Editor have keyboard shortcuts mentioned next to it. Once you get used to a few keyboard shortcuts, working with the VB Editor becomes really easy.

Tool Bar

By default, there is a toolbar in the VB Editor which has some useful options that you’re likely to need most often. This is just like the Quick Access Toolbar in Excel. It gives you quick access to some of the useful options.

You can customize it a little by removing or adding options to it (by clicking on the small downward pointing arrow at the end of the toolbar).

In most cases, the default toolbar is all you need when working with the VB Editor.

You can move the toolbar above the menu bar by clicking on the three gray dots (at the beginning of the toolbar) and dragging it above the menu bar.

Note: There are four toolbars in the VB Editor – Standard, Debug, Edit, and User form. What you see in the image above (which is also the default) is the standard toolbar. You can access other toolbars by going to the View option and hovering the cursor on the Toolbars option. You can add one or more toolbars to the VB Editor if you want.

Project Explorer

Project Explorer is a window on the left that shows all the objects currently open in Excel.

When you’re working with Excel, every workbook or add-in that is open is a project. And each of these projects can have a collection of objects in it.

For example, in the below image, the Project Explorer shows the two workbooks that are open (Book1 and Book2) and the objects in each workbook (worksheets, ThisWorkbook, and Module in Book1).

There is a plus icon to the left of objects that you can use to collapse the list of objects or expand and see the complete list of objects.

The following objects can be a part of the Project Explorer:

1. All open Workbooks – within each workbook (which is also called a project), you can have the following objects:
   • Worksheet object for each worksheet in the workbook
   • ThisWorkbook object which represents the workbook itself
   • Chartsheet object for each chart sheet (these are not as common as worksheets)
   • Modules – This is where the code that is generated with a macro recorder goes. You can also write or copy-paste VBA code here.
2. All open Add-ins

Consider the Project Explorer as a place that outlines all the objects open in Excel at the given time.

The keyboard shortcut to open the Project Explorer is Control + R (hold the control key and then press R). To close it, simply click the close icon at the top right of the Project Explorer window.

Note: For every object in Project Explorer, there is a code window in which you can write the code (or copy and paste it from somewhere). The code window appears when you double click on the object.

Properties Window

Properties window is where you get to see the properties of the select object. If you don’t have the Properties window already, you can get it by using the keyboard shortcut F4 (or go to the View tab and click Properties window).

Properties window is a floating window which you can dock in the VB Editor. In the below example, I have docked it just below the Project Explorer.

Properties window allows us to change the properties of a selected object. For example, if I want to make a worksheet hidden (or very hidden), I can do that by changing the Visible Property of the selected worksheet object.

Related: Hiding a Worksheet in Excel (that can not be un-hidden easily)

Code Window

There is a code window for each object that is listed in the Project Explorer. You can open the code window for an object by double-clicking on it in the Project Explorer area.

Code window is where you’ll write your code or copy paste a code from somewhere else.

When you record a macro, the code for it goes into the code window of a module. Excel automatically inserts a module to place the code in it when recording a macro.

Related: How to Run a Macro (VBA Code) in Excel.

Immediate Window

The Immediate window is mostly used when debugging code. One way I use the Immediate window is by using a Print.Debug statement within the code and then run the code.

It helps me to debug the code and determine where my code gets stuck. If I get the result of Print.Debug in the immediate window, I know the code worked at least till that line.

If you’re new to VBA coding, it may take you some time to be able to use the immediate window for debugging.

By default, the immediate window is not visible in the VB Editor. You can get it by using the keyboard shortcut Control + G (or can go to the View tab and click on ‘Immediate Window’).

Where to Add Code in the VB Editor

I hope you now have a basic understanding of what VB Editor is and what all parts it has.

In this section of this tutorial, I will show you where to add a VBA code in the Visual Basic Editor.

There are two places where you can add the VBA code in Excel:

1. The code window for an object. These objects can be a workbook, worksheet, User Form, etc.
2. The code window of a module.

Module Code Window Vs Object Code Window

Let me first quickly clear the difference between adding a code in a module vs adding a code in an object code window.

When you add a code to any of the objects, it’s dependent on some action of that object that will trigger that code. For example, if you want to unhide all the worksheets in a workbook as soon as you open that workbook, then the code would go in the ThisWorkbook object (which represents the workbook).

The trigger, in this case, is opening the workbook.

Similarly, if you want to protect a worksheet as soon as some other worksheet is activated, the code for that would go in the worksheet code window.

These triggers are called events and you can associate a code to be executed when an event occurs.

Related: Learn more about Events in VBA.

On the contrary, the code in the module needs to be executed either manually (or it can be called from other subroutines as well).

When you record a macro, Excel automatically creates a module and inserts the recorded macro code in it. Now if you have to run this code, you need to manually execute the macro.

Adding VBA Code in Module

While recording a macro automatically creates a module and inserts the code in it, there are some limitations when using a macro recorder. For example, it can not use loops or If Then Else conditions.

In such cases, it’s better to either copy and paste the code manually or write the code yourself.

A module can be used to hold the following types of VBA codes:

1. Declarations: You can declare variables in a module. Declaring variables allows you to specify what type of data a variable can hold. You can declare a variable for a sub-routine only or for all sub-routines in the module (or all modules)
2. Subroutines (Procedures): This is the code that has the steps you want VBA to perform.
3. Function Procedures: This is a code that returns a single value and you can use it to create custom functions (also called User Defined Functions or UDFs in VBA)

By default, a module is not a part of the workbook. You need to insert it first before using it.

Adding a Module in the VB Editor

Below are the steps to add a module:

1. Right-click on any object of the workbook (in which you want the module).
2. Hover the cursor on the Insert option.
3. Click on Module.

This would instantly create a folder called Module and insert an object called Module 1. If you already have a module inserted, the above steps would insert another module.

Once the module is inserted, you can double click on the module object in the Project Explorer and it will open the code window for it.

Now you can copy-paste the code or write it yourself.

Removing the Module

Below are the steps to remove a module in Excel VBA:

1. Right-click on the module that you want to remove.
2. Click on Remove Module option.
3. In the dialog box that opens, click on No.

Note: You can export a module before removing it. It gets saved as a .bas file and you can import it in some other project. To export a module, right-click on the module and click on ‘Export file’.

Adding Code to the Object Code Window

To open the code window for an object, simply double-click on it.

When it opens, you can enter the code manually or copy-paste the code from other modules or from the internet.

Note that some of the objects allow you to choose the event for which you want to write the code.

For example, if you want to write a code for something to happen when selection is changed in the worksheet, you need to first select worksheets from the drop-down at the top left of the code window and then select the change event from the drop-down on the right.

Note: These events are specific to the object. When you open the code window for a workbook, you will see the events related to the workbook object. When you open the code window for a worksheet, you will see the events related to the worksheet object.

Customizing the VB Editor

While the default settings of the Visual Basic Editor are good enough for most users, it does allow you to further customize the interface and a few functionalities.

In this section of the tutorial, I will show you all the options you have when customizing the VB Editor.

To customize the VB Editor environment, click Tools in the menu bar and then click on Options.

This would open the Options dialog box which will give you all the customization options in the VB Editor. The ‘Options’ dialog box has four tabs (as shown below) that have various customizations options for the Visual Basic Editor.

Let’s quickly go through each of these tabs and the important options in each.

Editor Tab

While the inbuilt settings work fine in most cases, let me still go through the options in this tab.

As you get more proficient working with VBA in Excel, you may want to customize the VB Editor using some of these options.

Auto Syntax Check

When working with VBA in Excel, as soon as you make a syntax error, you will be greeted by a pop-up dialog box (with some description about the error). Something as shown below:

If you disable this option, this pop-up box will not appear even when you make a syntax error. However, there would be a change in color in the code text to indicate that there is an error.

If you’re a beginner, I recommend you keep this option enabled. As you get more experienced with coding, you may start finding these pop-up boxes irritating, and then you can disable this option.

Require Variable Declaration

This is one option I recommend enabling.

When you’re working with VBA, you would be using variables to hold different data types and objects.

When you enable this option, it automatically inserts the ‘Option Explicit’ statement at the top of the code window. This forces you to declare all the variables that you’re using in your code. If you don’t declare a variable and try to execute the code, it will show an error (as shown below).

In the above case, I used the variable Var, but I didn’t declare it. So when I try to run the code, it shows an error.

This option is quite useful when you have a lot of variables. It often helps me find misspelled variables names as they are considered as undeclared and an error is shown.

Note: When you enable this option, it does not impact the existing modules.

Auto List Member

This option is quite useful as it helps you get a list of properties of methods for an object.

For example, if I want to delete a worksheet (Sheet1), I need to use the line Sheet1.Delete.

While I am typing the code, as soon as I type the dot, it will show me all the methods and properties associated with the Worksheet object (as shown below).

Auto list feature is great as it allows you to:

• Quickly select the property and method from the list and saves time
• Shows you all the properties and methods which you may not be aware of
• Avoid making spelling errors

This option is enabled by default and I recommend keeping it that way.

Auto Quick Info Options

When you type a function in Excel worksheet, it shows you some information about the function – such as the arguments it takes.

Similarly, when you type a function in VBA, it shows you some information (as shown below). But for that to happen, you need to make sure the Auto Quick Info option is enabled (which it is by default).

Auto Data Tips Options

When you’re going through your code line by line and place your cursor above a variable name, it will show you the value of the variable.

I find it quite useful when debugging the code or going through the code line by line which has loops in it.

In the above example, as soon as I put the cursor over the variable (var), it shows the value it holds.

This option is enabled by default and I recommend you keep it that way.

Auto Indent

Since VBA codes can get long and messy, using indentation increases the readability of the code.

When writing code, you can indent using the tab key.

This option ensures that when you are done with the indented line and hit enter, the next line doesn’t start from the very beginning, but has the same indentation as the previous line.

In the above example, after I write the Debug.Print line and hit enter, it will start right below it (with the same indentation level).

I find this option useful and turning this off would mean manually indenting each line in a block of code that I want indented.

You can change the indentation value if you want. I keep it at the default value.

Drag and Drop Text Editing

When this option is enabled, it allows you to select a block of code and drag and drop it.

It saves time as you don’t have to first cut and then paste it. You can simply select and drag it.

This option is enabled by default and I recommend you keep it that way.

Default to Full Module View

When this option is enabled, you will be able to see all the procedures in a module in one single scrollable list.

If you disable this option, you will only be able to see one module at a time. You will have to make a selection of the module you want to see from the drop-down at the top right of the code window.

This option is enabled by default and I recommend keeping it that way.

One reason you may want to disable it when you have multiple procedures that are huge and scrolling across these is taking time, or when you have a lot of procedures and you want to quickly find it instead of wasting time in scrolling.

Procedure Separator

When this option is enabled, you will see a line (a kind of divider) between two procedures.

I find this useful as it visually shows when one procedure ends and the other one starts.

It’s enabled by default and I recommend keeping it that way.

Editor Format Tab

With the options in the Editor Format tab, you can customize the way your code looks in the code window.

Personally, I keep all the default options as I am fine with it. If you want, you can tweak this based on your preference.

To make a change, you need to first select an option in the Code Colors box. Once an option is selected, you can modify the foreground, background, and indicator color for it.

The font type and font size can also be set in this tab. It’s recommended to use a fixed-width font such as Courier New, as it makes the code more readable.

Note that the font type and size setting will remain the same for all code types (i.e., all the code types shown in the code color box).

Below is an image where I have selected Breakpoint, and I can change the formatting of it.

Note: The Margin Indicator Bar option when enabled shows a little margin bar to the left of the code. It’s helpful as it shows useful indicators when executing the code. In the above example, when you set a breakpoint, it will automatically show a red dot to the left of the line in the margin bar. Alternatively, to set a breakpoint, you can simply click on the margin bar on the left of the code line that you want as the breakpoint.

By default, Margin Indicator Bar is enabled and I recommend keeping it that way.

One of my VBA course students found this customization options useful and she was color blind. Using the options here, she was able to set the color and formats that made it easy for her to work with VBA.

General Tab

The General tab has many options but you don’t need to change any of it.

I recommend you keep all the options as is.

One important option to know about in this tab is Error Handling.

By default, ‘Break on Unhandled Errors’ is selected and I recommend keeping it that way.

This option means that if your code encounters an error, and you have not handled that error in your code already, then it will break and stop. But if you have addressed the error (such as by using On Error Resume Next or On Error Goto options), then it will not break (as the errors are not unhandled).

Docking Tab

In this tab, you can specify which windows you want to get docked.

Docking means that you can fix the position of a window (such as project explorer or the Properties window) so that it doesn’t float around and you can view all the different windows at the same time.

If you don’t dock, you will be able to view one window at a time in full-screen mode and will have to switch to the other one.

I recommend keeping the default settings.

Other Excel tutorials you may like:

• How to Remove Macros From an Excel Workbook
• Comments in Excel VBA (Add, Remove, Block Commenting)
• Using Active Cell in VBA in Excel (Examples)

Introduction

This is a tutorial about writing code in Excel spreadsheets using Visual Basic for Applications (VBA).

Excel is one of Microsoft’s most popular products. In 2016, the CEO of Microsoft said  «Think about a world without Excel. That’s just impossible for me.” Well, maybe the world can’t think without Excel.

• In 1996, there were over 30 million users of Microsoft Excel (source).
• Today, there are an estimated 750 million users of Microsoft Excel. That’s a little more than the population of Europe and 25x more users than there were in 1996.

We’re one big happy family!

In this tutorial, you’ll learn about VBA and how to write code in an Excel spreadsheet using Visual Basic.

Prerequisites

You don’t need any prior programming experience to understand this tutorial. However, you will need:

• Basic to intermediate familiarity with Microsoft Excel
• If you want to follow along with the VBA examples in this article, you will need access to Microsoft Excel, preferably the latest version (2019) but Excel 2016 and Excel 2013 will work just fine.
• A willingness to try new things

Learning Objectives

Over the course of this article, you will learn:

1. What VBA is
2. Why you would use VBA
3. How to get set up in Excel to write VBA
4. How to solve some real-world problems with VBA

Important Concepts

Here are some important concepts that you should be familiar with to fully understand this tutorial.

Objects: Excel is object-oriented, which means everything is an object — the Excel window, the workbook, a sheet, a chart, a cell. VBA allows users to manipulate and perform actions with objects in Excel.

If you don’t have any experience with object-oriented programming and this is a brand new concept, take a second to let that sink in!

Procedures: a procedure is a chunk of VBA code, written in the Visual Basic Editor, that accomplishes a task. Sometimes, this is also referred to as a macro (more on macros below). There are two types of procedures:

• Subroutines: a group of VBA statements that performs one or more actions
• Functions: a group of VBA statements that performs one or more actions and returns one or more values

Note: you can have functions operating inside of subroutines. You’ll see later.

Macros: If you’ve spent any time learning more advanced Excel functionality, you’ve probably encountered the concept of a “macro.” Excel users can record macros, consisting of user commands/keystrokes/clicks, and play them back at lightning speed to accomplish repetitive tasks. Recorded macros generate VBA code, which you can then examine. It’s actually quite fun to record a simple macro and then look at the VBA code.

Please keep in mind that sometimes it may be easier and faster to record a macro rather than hand-code a VBA procedure.

For example, maybe you work in project management. Once a week, you have to turn a raw exported report from your project management system into a beautifully formatted, clean report for leadership. You need to format the names of the over-budget projects in bold red text. You could record the formatting changes as a macro and run that whenever you need to make the change.

What is VBA?

Visual Basic for Applications is a programming language developed by Microsoft. Each software program in the Microsoft Office suite is bundled with the VBA language at no extra cost. VBA allows Microsoft Office users to create small programs that operate within Microsoft Office software programs.

Think of VBA like a pizza oven within a restaurant. Excel is the restaurant. The kitchen comes with standard commercial appliances, like large refrigerators, stoves, and regular ole’ ovens — those are all of Excel’s standard features.

But what if you want to make wood-fired pizza? Can’t do that in a standard commercial baking oven. VBA is the pizza oven.

Yum.

Why use VBA in Excel?

Because wood-fired pizza is the best!

But seriously.

A lot of people spend a lot of time in Excel as a part of their jobs. Time in Excel moves differently, too. Depending on the circumstances, 10 minutes in Excel can feel like eternity if you’re not able to do what you need, or 10 hours can go by very quickly if everything is going great. Which is when you should ask yourself, why on earth am I spending 10 hours in Excel?

Sometimes, those days are inevitable. But if you’re spending 8-10 hours everyday in Excel doing repetitive tasks, repeating a lot of the same processes, trying to clean up after other users of the file, or even updating other files after changes are made to the Excel file, a VBA procedure just might be the solution for you.

You should consider using VBA if you need to:

• Automate repetitive tasks
• Create easy ways for users to interact with your spreadsheets
• Manipulate large amounts of data

Getting Set Up to Write VBA in Excel

Developer Tab

To write VBA, you’ll need to add the Developer tab to the ribbon, so you’ll see the ribbon like this.

To add the Developer tab to the ribbon:

1. On the File tab, go to Options > Customize Ribbon.
2. Under Customize the Ribbon and under Main Tabs, select the Developer check box.

After you show the tab, the Developer tab stays visible, unless you clear the check box or have to reinstall Excel. For more information, see Microsoft help documentation.

VBA Editor

Navigate to the Developer Tab, and click the Visual Basic button. A new window will pop up — this is the Visual Basic Editor. For the purposes of this tutorial, you just need to be familiar with the Project Explorer pane and the Property Properties pane.

Excel VBA Examples

First, let’s create a file for us to play around in.

1. Open a new Excel file
2. Save it as a macro-enabled workbook (. xlsm)
3. Select the Developer tab
4. Open the VBA Editor

Let’s rock and roll with some easy examples to get you writing code in a spreadsheet using Visual Basic.

Example #1: Display a Message when Users Open the Excel Workbook

In the VBA Editor, select Insert -> New Module

Write this code in the Module window (don’t paste!):

Sub Auto_Open()
MsgBox («Welcome to the XYZ Workbook.»)
End Sub

Save, close the workbook, and reopen the workbook. This dialog should display.

Ta da!

How is it doing that?

Depending on your familiarity with programming, you may have some guesses. It’s not particularly complex, but there’s quite a lot going on:

• Sub (short for “Subroutine): remember from the beginning, “a group of VBA statements that performs one or more actions.”
• Auto_Open: this is the specific subroutine. It automatically runs your code when the Excel file opens — this is the event that triggers the procedure. Auto_Open will only run when the workbook is opened manually; it will not run if the workbook is opened via code from another workbook (Workbook_Open will do that, learn more about the difference between the two).
• By default, a subroutine’s access is public. This means any other module can use this subroutine. All examples in this tutorial will be public subroutines. If needed, you can declare subroutines as private. This may be needed in some situations. Learn more about subroutine access modifiers.
• msgBox: this is a function — a group of VBA statements that performs one or more actions and returns a value. The returned value is the message “Welcome to the XYZ Workbook.”

In short, this is a simple subroutine that contains a function.

When could I use this?

Maybe you have a very important file that is accessed infrequently (say, once a quarter), but automatically updated daily by another VBA procedure. When it is accessed, it’s by many people in multiple departments, all across the company.

• Problem: Most of the time when users access the file, they are confused about the purpose of this file (why it exists), how it is updated so often, who maintains it, and how they should interact with it. New hires always have tons of questions, and you have to field these questions over and over and over again.
• Solution: create a user message that contains a concise answer to each of these frequently answered questions.

Real World Examples

• Use the MsgBox function to display a message when there is any event: user closes an Excel workbook, user prints, a new sheet is added to the workbook, etc.
• Use the MsgBox function to display a message when a user needs to fulfill a condition before closing an Excel workbook
• Use the InputBox function to get information from the user

Example #2: Allow User to Execute another Procedure

In the VBA Editor, select Insert -> New Module

Write this code in the Module window (don’t paste!):

Sub UserReportQuery()
Dim UserInput As Long
Dim Answer As Integer
UserInput = vbYesNo
Answer = MsgBox(«Process the XYZ Report?», UserInput)
If Answer = vbYes Then ProcessReport
End Sub

Sub ProcessReport()
MsgBox («Thanks for processing the XYZ Report.»)
End Sub

Save and navigate back to the Developer tab of Excel and select the “Button” option. Click on a cell and assign the UserReportQuery macro to the button.

Now click the button. This message should display:

Click “yes” or hit Enter.

Once again, tada!

Please note that the secondary subroutine, ProcessReport, could be anything. I’ll demonstrate more possibilities in example #3. But first…

How is it doing that?

This example builds on the previous example and has quite a few new elements. Let’s go over the new stuff:

• Dim UserInput As Long: Dim is short for “dimension” and allows you to declare variable names. In this case, UserInput is the variable name and Long is the data type. In plain English, this line means “Here’s a variable called “UserInput”, and it’s a Long variable type.”
• Dim Answer As Integer: declares another variable called “Answer,” with a data type of Integer. Learn more about data types here.
• UserInput = vbYesNo: assigns a value to the variable. In this case, vbYesNo, which displays Yes and No buttons. There are many button types, learn more here.
• Answer = MsgBox(“Process the XYZ Report?”, UserInput): assigns the value of the variable Answer to be a MsgBox function and the UserInput variable. Yes, a variable within a variable.
• If Answer = vbYes Then ProcessReport: this is an “If statement,” a conditional statement, which allows us to say if x is true, then do y. In this case, if the user has selected “Yes,” then execute the ProcessReport subroutine.

When could I use this?

This could be used in many, many ways. The value and versatility of this functionality is more so defined by what the secondary subroutine does.

For example, maybe you have a file that is used to generate 3 different weekly reports. These reports are formatted in dramatically different ways.

• Problem: Each time one of these reports needs to be generated, a user opens the file and changes formatting and charts; so on and so forth. This file is being edited extensively at least 3 times per week, and it takes at least 30 minutes each time it’s edited.
• Solution: create 1 button per report type, which automatically reformats the necessary components of the reports and generates the necessary charts.

Real World Examples

• Create a dialog box for user to automatically populate certain information across multiple sheets
• Use the InputBox function to get information from the user, which is then populated across multiple sheets

Example #3: Add Numbers to a Range with a For-Next Loop

For loops are very useful if you need to perform repetitive tasks on a specific range of values — arrays or cell ranges. In plain English, a loop says “for each x, do y.”

In the VBA Editor, select Insert -> New Module

Write this code in the Module window (don’t paste!):

Sub LoopExample()
Dim X As Integer
For X = 1 To 100
Range(«A» & X).Value = X
Next X
End Sub

Save and navigate back to the Developer tab of Excel and select the Macros button. Run the LoopExample macro.

This should happen:

Etc, until the 100th row.

How is it doing that?

• Dim X As Integer: declares the variable X as a data type of Integer.
• For X = 1 To 100: this is the start of the For loop. Simply put, it tells the loop to keep repeating until X = 100. X is the counter. The loop will keep executing until X = 100, execute one last time, and then stop.
• Range(«A» & X).Value = X: this declares the range of the loop and what to put in that range. Since X = 1 initially, the first cell will be A1, at which point the loop will put X into that cell.
• Next X: this tells the loop to run again

When could I use this?

The For-Next loop is one of the most powerful functionalities of VBA; there are numerous potential use cases. This is a more complex example that would require multiple layers of logic, but it communicates the world of possibilities in For-Next loops.

Maybe you have a list of all products sold at your bakery in Column A, the type of product in Column B (cakes, donuts, or muffins), the cost of ingredients in Column C, and the market average cost of each product type in another sheet.

You need to figure out what should be the retail price of each product. You’re thinking it should be the cost of ingredients plus 20%, but also 1.2% under market average if possible. A For-Next loop would allow you to do this type of calculation.

Real World Examples

• Use a loop with a nested if statement to add specific values to a separate array only if they meet certain conditions
• Perform mathematical calculations on each value in a range, e.g. calculate additional charges and add them to the value
• Loop through each character in a string and extract all numbers
• Randomly select a number of values from an array

Conclusion

Now that we’ve talked about pizza and muffins and oh-yeah, how to write VBA code in Excel spreadsheets, let’s do a learning check. See if you can answer these questions.

• What is VBA?
• How do I get set up to start using VBA in Excel?
• Why and when would you use VBA?
• What are some problems I could solve with VBA?

If you have a fair idea of how to you could answer these questions, then this was successful.

Whether you’re an occasional user or a power user, I hope this tutorial provided useful information about what can be accomplished with just a bit of code in your Excel spreadsheets.

Happy coding!

Learning Resources

• Excel VBA Programming for Dummies, John Walkenbach
• Get Started with VBA, Microsoft Documentation
• Learning VBA in Excel, Lynda

A bit about me

I’m Chloe Tucker, an artist and developer in Portland, Oregon. As a former educator, I’m continuously searching for the intersection of learning and teaching, or technology and art. Reach out to me on Twitter @_chloetucker and check out my website at chloe.dev.

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Written by Puneet for Excel 2007, Excel 2010, Excel 2013, Excel 2016, Excel 2019, Excel for Mac

KEY POINTS

• Visual Basic Editor is a code editor for VBA.
• It’s a separate application but you can only use it with Excel.
• You need to have the developer tab on the ribbon to access it.
• You can also use the keyboard shortcut (Alt + F11).
• It also stores the macros that you recode with the macro recorder.
• It has multiple tools to help you to write and manage all the codes.

The world of VBA starts with the Visual Basic Editor (VBE).

It’s the place where you write and manage all the macro codes and if you ask me about VBE, I’d say if you are serious about learning VBA you need to understand all the components of VBE.

That’s why it’s part of our VBA tutorial and in this guide, we have covered every single aspect of Visual Basic Editor to make you understand its functionality.

So, let’s get started.

I will be using different words (VBA editor, VB editor, or VBE) in this guide for referring to the Visual Basic Editor, so don’t be confused with it.

What is the Visual Basic Editor?

Visual Basic Editor is an application (a separate one) in which you can write and save all the VBA codes. In simple words, it’s a code editor for Excel in which you can write all the macros and store them. Even though it is a separate application (VB Editor) you can only use it with Excel.

Yes, that’s right. You can’t run VBE separately; there must be an Excel workbook open for using VBE.

Visual Basic Editor is the only way to write a VBA code in Excel. In fact, all Microsoft applications that host VBA use the Visual Basic Editor for script writing (writing code).

Below is the VBE:

Microsoft Windows

Mac

VBA is one of the ADVANCED EXCEL SKILLS and to master the VBA; you need to learn all the aspects of Visual Basic Editor.

Open the Visual Basic Editor

From the developer tab

To open the visual basic editor, you need to have the developer tab on the ribbon and to activate the developer tab (steps to add).

Now on the developer tab, in the code group, there is a button called “Visual Basic” and when you click on this button it opens the VB editor.

Shortcut Key (Window)

You can also use the keyboard shortcut key Alt + F11 to open the VBE in windows and Opt + F11 or Fn + Opt + F11 for MAC.

Even if you don’t have the developer tab on the ribbon, this shortcut key will still work and open the editor.

Edit a Macro from the List

If you want to open the VBA editor to edit a specific macro, then you can open the macros list from the developer tab.

And click on the edit button to open the VB editor to edit that specific macro.

On Quick Access Toolbar

You can also add a button on the quick access toolbar to open the VBA editor. For this, you need to click on the drop-down on the quick access toolbar and open more commands.

And then select the developer tab from “Choose Commands From” and then add the visual basic editor to the quick access toolbar by clicking on the add button.

Now you can open the visual basic editor from the button that you have on the QAT.

From the Worksheet Tab

You can also open the VBA editor by right-clicking on the worksheet tab and clicking on the view code. It will instantly take you to the code window of that worksheet.

Components of Visual Basic Editor

When you open the VBA editor first time it looks like an old application and to understand how it works you need to go component by component.

The user interface is the same (almost) for all the Excel versions in the last more than 15 years, so no matter which Excel version you are using, you can learn about Visual Basic Editor from this guide. Yes, VBE has different components which can help you in different ways, so let’s explore them one by one.

1. Menu Bar
2. Tool Bar
3. Project Window
4. Properties Window
5. Code Window
6. Immediate Window
7. Watch Window
8. Object Browser
9. Find and Replace
10. Locals Window

Just like any other application VBA editor has a menu bar where you can find all the options that are available to the user.

Now in the menu bar, each tab is a category of options that are available to use. Let’s suppose, in the edit menu, you can see all the options from cut-copy-paste, find and replace, and adding indent and outdent. 

Along with all the options (most of them), you can find the shortcut keys to use those options.

2. Tool Bar

Just below the menu bar, you have the toolbar which is a collection of some of the options that a normal user needs to use more frequently. When you open the visual basic editor first time you will only have the standard toolbar, just like the image below.

But there are total four toolbars that you can add and use.

1. Debug
2. Edit
3. Standard
4. User Form

If you go to the view tab in the menu bar you have the option to add or remove these toolbars.

And you can also add or remove buttons from the toolbar if you want.

You can also move a toolbar just by dragging and dropping from the small dots on the right side.

3. Project Window/ Project Explorer

The project window is the place where you can see all the ongoing projects. Whenever you open a file and then open the visual basic editor you can see the hierarchy of that file in the project window.

Every project further has a collection of objects:

• Worksheet: Each worksheet in a workbook lists as an object.
• The Workbook: It represents the workbook itself as an object.
• Module: It’s the place where you write code or recorded macros stores.
• Chart Sheet: Chart sheet in the workbook will also be listed there.

When you open the VB editor, you’ll find the project window there by default. But if it’s not there somehow you can add it from the View (Menu Bar) or you can use the shortcut key Control + R.

Each object that is listed on the project window has its own code window which you can open by double click on it or you can right-click and select the view code option.

The project window is the best way to navigate through all the ongoing projects and when you start working with the editor you will get to know more about it.

4. Properties Window

As the name suggests the properties window gives you access to the properties of the selected object. Each object, for example, a worksheet has its own properties that you can see and make changes in it.

For each property, there is a drop-down on the right side from where you can change or edit that property.

Quick Tip: You can change the name of a project from the properties window.

And, if the properties window is not there by default you can activate it from the view (menu bar), or you can also use the shortcut key F4.

5. Code Window

The code window is the place where you write codes and do most of your work (editing, writing, and testing). In simple words, the code window is the place where you do all the programming.

When you first see it, it looks like a simple text editor, but it has Intellisense that can help you while programming.

There is no way I have found to add line number in the code window as other code editors have but still, VB editor indicates you the line number of the code.

6. Immediate Window

Immediate Window is the place where you can debug your code. You can type a line of code and test how it works. Let’s say if you want to test the following code:

Range("A1").Value = 9999

All you need to do is enter type a question mark and then paste the code there and HIT enter. It will immediately show the result of the code.

The other way is to add Debug.Print before the code and get its result value in the immediate window.

Sub Macro1()
Debug.Print Range("A1").Value = "Yes"
End Sub

By default, the immediate window won’t be there when you open the visual basic editor, so you need to activate it from the view tab in the menu bar. You can also use the shortcut key Control + G.

7. Watch Window

Just like Excel Watch Window, the visual basic editor also has a watch window where you can add expressions to track them. You simply need to select the expression and then right-click and go to add a watch.

In the below example, I have added the Selection.Value to the add watch.

Now, to activate the watch window, go to the view menu and click on the watch window option.

And here you have the watch window tracking the added expression.

8. Object Browser

VBA has its own object browser which can help you to work with all the objects by finding all the properties and which you can use.

Imagine if you want to use the range object, the object browser will tell you about all the properties and method that comes with it. Look at the below example.

To open the object browser, use the shortcut key F2 or you can also go to the view tab and click on the object browser to open it.

9. Find and Replace

Just like the find and replace in Excel, the VBA editor has its own find and replace option that you can use to find and replace values from procedures. To open the FIND option, you can use the shortcut key Control + F, and to open the replace you can use the shortcut key Control + H.

Otherwise, you can open both options from the edit menu.

The find and replace option in VBE gives you different search patterns, like, if you want to find and replace something from the current procedure, from the current module, or from the current project.

You can also use the CASE SENSITIVE search and decide the direction of the search as well.

10. Locals Window

You can use the Locals window in VBE to displays all declared variables in the current procedure and their present values.

Using VB Editor to Write a Code

At this point, you know all the major components of the VBA editor, so now let’s learn how to add code in it.

Module Code Window Vs Object Code Window

There are two different types of code windows and both look just the same but there is a difference that you need to know.

1. Module Code Window: Code in the normal module can be executed manually or you can also call it from a separate procedure.
2. Object Code Window: Code in the object code window can be executed by using an event. Let’s suppose you want to run code when you double click on a cell, in that case, you need to use the double click event and you need to add code to that worksheet.

2. Module Code Window

You will be writing most of the VBA code in a module. To add code in a module you need to use the SUB procedure or the FUNCTION procedure.

• Sub procedure
• Function procedure

The difference between a sub and a function procedure is sub procedure can’t return a value, on the other hand, a function procedure can return a value.

When you record a macro that code goes straight into a module that VBA inserts automatically when you use the macro recorder.

Insert a Module

When you need to write code, you have to insert a module and for this, you simply need to go to the project window and right-click on the project name, and from that menu go to insert and select module.

Remove a Module

You can also remove a module if it doesn’t require anymore so you just simply need to right-click on the module and select remove.

And when you click on remove, it asks you if you want to back up that module before removing it. There is also an option where you can export a module to save it as a file in your system.

3. Object Code Window

Open the code window for the object you simply need to double click on it and in its the code window, there is a dropdown from where you can select the event that you want to use to execute the code.

Imagine if you want to write the code and want to execute on the double click then you need to select “BeforeDoubleClick” from the dropdown.

Understanding Design Mode, Run Mode, and Debug Mode

You can use the visual basic editor in three different modes depending on the face of programming, writing the code, locating an error, and fixing an error.

• Design Mode: Normally, when you are working in VB editor on a code you are in the design mode. Even then you just writing the code instead of designing a user form or a form you are in the design mode, like typing a code. This is also called design time.
• Run Mode: When you run a code to test a code that is how it works you are in the run mode. The best example to define this mode is when you execute a code using the Run button from the toolbar. This is also called runtime.
• Break Mode: When a code is running and in between the execution is suspended, at that time you are in break mode. In this mode, you can run a code step by step. This is also called debugging.

Tips to work with VB editor like a PRO

Just like any other programming language in VBA you can also use comments to define how that code works. Using comments is a good habit and it can help you in so many ways.

• Track Changes
• Contact Details of the Programmer
• How to Troubleshoot the Code
• And much more

To add a comment, you need to type an apostrophe and then the line of code.

Related Tip: VBA Comment Block

Quick Info

Now, look at the below example where I am adding add a VBA function (VBA LEFT Function), and the moment I type the name of the function, it shows me a tooltip for all the arguments which I need to define.

You can also use the shortcut key Control + I or use the quick info option from the EDIT menu.

Auto List Members

Each object in VBA comes with some properties and methods and when you insert an object or a command in the code window and then you enter (.) it shows you the complete list of properties and methods which come with that object.

In the above example, when I added a (.) after the borders property of the range, it showed me all the available properties that are available to access.

List Constants

While defining expressions for a property or a method you can use the list of constants available. In the below example, while using the Border Around method it showed me all the constants which are available for the weight argument.

You can use the shortcut key Control + Shift + J to get the list of constants or you can also go to the edit menu and use the option from there.

Activate Option Explicit

While writing VBA codes you will need to use variables and one of the most important things while using variables is to declare their data type. And there’s a chance that you could forget to declare it.

But when you use the option explicit statement, then you have to declare the data type for every single variable which you are using, and if you fail to do so VBA will show an error message. It’s like forcing yourself to declare every single variable with its data type. For this, you can go to the tools menu and open the options.

And from the options, tick mark “Require Variable Declaration” and click OK.

Now every module will have an Option Explicit statement at the beginning, and you have to declare every single variable.

Change the Code Window View

When you can write multiple codes in a single code window and VBA separate them with a divider, but if you want to have a more focused view, you can change the view of the code window. Below I have the codes in a single module.

But I can change this view from the view buttons from the bottom left of the window.

Now I have only active code visible.

Run a Code Step by Step

When you write a VBA code there could be a chance that that code has a bug or an error that can come while executing it. In that case, the best way is to execute that code step by step and validate each line of code.

For this, you can use shortcut key F8 to execute a code line by line or use step into option from the debug menu.

And there is also a button on the debug toolbar that you can use.

Code Indenting

When you write lengthy and complex codes then it’s important to structure them in the right way so that you can understand them later. For this, there’s one thing which comes handy, INDENTING. Indenting is basically structuring the code using tabs, below is an example.

To add indenting in a line you can use the TAB key from the keyboard, or you can also use the indent/outdent buttons from the toolbar.

Get Code from a Text File

The visual basic editor allows you to import VBA codes from a text file without copy-pasting. Once you insert a module you can go to the insert menu and select the file option from there.

It opens the dialog box where you can locate the text file and import all the codes from it to the current module.

R1C1 Reference Style

If you ever worked with the R1C1 reference style, then I’m sure you can agree on this point that way easier to write codes with it.

R1C1 Reference Style

Line Break

Even though you can adjust the width of the code window and make it wide but there could be a situation when you will be dealing with long lines of code that makes it hard to read.

The best way to deal with this problem is to add a line break. Basically, a line break is something when you break a line into two lines using the line break character.

Use a SPACE & UNDERSCORE and hit enter to add a line break.

Formatting

When it comes to user interface visual basic editor is not that good looking. But there are few formatting options that you can use to customize it or change its look the way you want.

From the Tools Menu Options Editor Format, you can access the formatting option where you can change the font style size or background color as well

Check out this video on customizing the VBA editor for a dark theme.

Personal Macro Workbook

There could be some macros that you need to access within all the workbooks that you use.

In that case, you can use the Personal Macro Workbook that can help you to store all the important codes in one place and you can access them from all the workbooks.

Using Bookmarks

The visual basic editor allows you to add bookmarks to a line from Right Click ➤ Toggle ➤ Bookmark.

And then you can also navigate between bookmarks from the option from the edit menu.

Syntax Checking

When you write codes in the code window VBA check for the syntax error and notify you when you make a syntax error. This option is activated by default, but you can also turn it off if you don’t want VBA to notify you every time you make an error.

Tools Menu ➤ Options ➤ Editor Tab ➤ Auto Syntax Check.

But I would recommend you not to deactivate it because it can help you to identify all the syntax errors that you make while writing codes.

List of Macros

If you have a lot of macros in a module, there is an option that you can use to see all the macros (Tools ➤ Macro).

There’s one big benefit of using this list option is that you can run a macro, delete it, and edit it without navigating to that procedure.

Locking a Project with a Password

Visual Basic Editor also gives you an option to lock a module with a password. So, if you don’t want the users to know the code and don’t want them to make a change in the code, you can use this option.

Tools Menu ➤ VBAProject Properties ➤ Protection Tab

Important Shortcut Keys

• Shift + F7: Object browser.
• F5: Run macro.
• Tab: Add an indent.
• Alt + Q: Close.
• F8: Step into.
• Control + H: Find and replace.
• Control + G: Immediate Window.
• Control + R: Project Explorer.
• F4: Properties window.

Learn some AMAZING Keyboard Shortcuts: Excel Keyboard Shortcuts Cheat Sheet

Alternative to Visual Basic Editor

Well, I have tried quite a few other editors to write a macro but the problem which I have found is that without the Intellisense it’s really hard to use anything other than the visual basic editor itself.

VBA editor works along with Excel, you can test your codes instantly and you can save them into the workbook. But are a few names to try.

Visual Studio Code | Ultra Edit

Points to Remember

• You can maximize or minimize the code window.
• You can change a project’s name anytime.
• The project window is the best way to navigate through the editor.
• It will make a line red if there’s an error in it while writing the code.
• You can also add a bookmark to a line of code from the Right-Click Menu Toggle Bookmark.
• You cannot use the visual basic editor without opening an Excel workbook.

More on VBA

• VBA Functions
• VBA to Add a New Sheet
• VBA Code to Activate a Worksheet
• VBA IF Then Statement
• VBA User Defined Function
• VBA Message Box
• VBA to Extract Hyperlink
• Macro to Highlight Duplicate Values
• VBA to Create a Pivot Table

[icon name=”bell” class=”” unprefixed_class=””] VBA is one of the Advanced Excel Skills

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Привет, Хабр! Я Сергей Чебарев, аналитик в команде визуализации данных «Северсталь-инфокома», и сегодня я расскажу, как можно, используя VBA и приложения Office, автоматизировать рутину в работе. VBA (Visual Basic for Applications) – это упрощенная версия Visual Basic, встроенная в множество продуктов Microsoft Office, и соответственно, эти продукты можно подружить между собой.

 Самое очевидное применение VBA (который ещё часто и не вполне корректно называют макросами) – это автоматизация типовых задач с множеством повторяющихся шагов, делать которые руками долго, скучно и чревато ошибкам от усталости. Рассмотрим одну из таких задач.

Создание событий в Outlook через Excel

Итак, у меня есть задача: необходимо создавать события в календаре и отправлять пользователям приглашения с данными для входа на терминальный сервер. 

Звучит на первый взгляд не очень сложно, но:

• Приглашения нужно отправлять из общего почтового ящика

• Тело приглашения должно содержать корпоративный стиль оформления

• Есть лимит по количеству пользователей на терминальном сервере в сутки, поэтому необходимо следить за количеством событий

Соответственно, мало просто открыть Outlook с календарем, перед созданием события нужно проверить, не превысит ли лимит на текущий день данное приглашение, задать диапазон времени, перенести тело письма из файла или из предыдущего приглашения. Все это требует выполнения большого числа действий и отнимает заметное количество времени. 

1. Создаем книгу Excel и получаем данные из календаря

Используя инструмент «Создать запрос», выбираем источник «Из Microsoft Exchange» и вводим почтовый ящик, где ведутся события. После подключения открывается PowerQuery с данными из почты (сообщения, календарь и прочее). Нам нужны только данные календаря.

 В таблице теперь видны все созданные события, но нам необходимо видеть ещё и дни, где пока нет событий. Для этого мы создаем новый запрос и вызываем функцию List.Dates:

Она нам создаст список дней, начиная с сегодняшнего, на 21 день вперед:

Теперь объединим 2 данных запроса в один. Для этого переводим лист с датами в таблицу с помощью инструмента “В таблицу” на вкладке “преобразование” и переходим на запрос, где мы собрали все приглашения из почты, после чего на вкладке “Главная” выбираем инструмент “Добавить запросы”. Выбираем созданную ранее таблицу с датами и объединяем:

 *Важно, при объединении столбцы в таблицах должны иметь одинаковые названия.

Создаем дополнительные столбцы «Subject», «Location» и «Статус брони», которые будут нести информацию о теме события, локации события и о том, из какого запроса пришли данные: если из календаря, то «Бронь», если из вызванной функции — «Свободно». Делаем сведение по столбцу «Статус брони» для определения количества свободных окон по дням и присваиваем статус для возможности бронирования. Закрываем PowerQuery и получаем следующую таблицу:

Отлично! Создав столбец “Окон свободно”, мы освободились от подсчета событий и видим возможность бронирования.

 2. Создание событий в Outlook

Теперь нам необходимо написать скрипт на VBA для создания событий в Outlook. Для этого переходим во вкладку “Разработчик” в Excel и открываем VisualBasic:

 В открывшемся окне выбираем рабочий лист, где находится итоговая таблица по событиям:

Запускать код мы будем, используя двойной клик на строки столбца «Доступность бронирования», и при условии, что статус бронирования «Забронировать»:

Для работы с Outlook мы будем использовать функцию GetObject(«Outlook.Application»). GetObject — это функция для приложений VBA. Она используется для прикрепления к запущенным объектам. Более подробно с синтаксисом функции можно ознакомиться в документации Microsoft.
Для соблюдения корпоративного стиля код ищет предыдущее приглашение и копирует из него тело письма. Далее создается новое приглашение, и в него заносится вся необходимая информация.

subjectStr = "Шаблон приглашения" -  ‘Поиск заданного приглашения(шаблона)
 
    For Each oAppointmentItem In objNavFolder.Folder.Items
            If InStr(oAppointmentItem.Subject, subjectStr) > 0 Then
            Set N = oAppointmentItem
            N.Copy ‘Делаем копию шаблона
            N.Display
            N.Location = Cells(b, 2) ‘место  события из ячейки таблицы
            N.Subject = Cells(b, 1) ‘название события из ячейки таблицы
            N.Start = Cells(b, 3) + 0.33333 ‘время начала события
            N.End = Cells(b, 3) + 0.999 ‘время окончания события
            Exit For
        End If
    Next oAppointmentItem

Протестируем. Открываем файл, ищем строку с датой, которая нас интересует, и двойным кликом на статус бронирования запускаем скрипт:

Приглашение на выбранный нами день с необходимой темой и телом письма успешно создано, осталось только указать получателя ​

3. Обновление данных

Чтобы при открытии книги происходило обновление данных, сохраним скрипт в саму книгу:

 Кроме того, отключим фоновое обновление в свойствах подключения таблицы:

Подведем итоги

Итак, мы упростили создание однотипных событий в календаре, а также точно уверены, что не превысим лимит событий на день. Это позволило нам избавиться от рутинной работы и уменьшило вероятность человеческой ошибки.

Конечно, в идеале можно было доработать нашу платформу обучения и полностью автоматизировать процесс бронирования. Но скрипты VBA тем и хороши, что могут заметно упростить жизнь без разработки и изменения существующих систем. Они пригодятся там, где скрипт пишется за несколько часов, а на полноценную автоматизацию и доработку существующих решений нужны недели или месяцы.

Интересно, что подобные решения могут быть не всегда очевидны. Например, в этой задаче изначально вообще не использовался Excel. Кажется, что раз необходимо создавать события, то нужно использовать только Outlook. Но Excel помогает собирать и обрабатывать данные из разных источников.

Если вам интересны похожие способы избавления от рутины, пишите комментарии, я расскажу о других кейсах в следующих статьях.