Skill Introduction

This skill will help you automate data analyses using code. The lessons are organized around several useful tasks, including stacking multiple dataframes together into one dataframe, creating multiple histograms to accompany the descriptive statistics, and learning how to perform k-means clustering. After going through this skill, you will not only gain a foundation to help you understand coding, but you will also learn more about analyzing financial data. Along the way, I hope that you will also pick up on a few other useful Excel functions.


Learning Outcomes

Upon successful completion, you will be able to:

  • Demonstrate how to record macros to perform repetitive tasks, and then identify how to edit the VBA code in VB Editor

  • Use the VB Editor to create a macro with VBA code for performing data assembly tasks

  • Use the VB Editor to create a macro that creates multiple histograms and to evaluate a macro that performs k-means clustering

Skill Curriculum

  • 1

    Orientation

    • Introduction Video

    • Introduction to the Skill

    • Glossary
  • 2

    Content and Activities

    • Recording Macros

    • Basics of VB Editor

    • Basics of VBA

    • Knowledge Check 1

    • For Loops, Variables, Index Numbers, and Last Rows

    • Programming Hints

    • Conditional Statements

    • Knowledge Check 2

    • Macro for Creating Multiple Histograms

    • Clustering Overview

    • K-Means Clustering in Excel

    • K-Means Clustering Macro

    • Clustering on a Larger Scale

    • Knowledge Check 3
  • 3

    Application Exercise

    • Instructions and Materials

    • Exercise Questions

    • Debriefing
  • 4

    Summary

    • Conclusion Video

    • Final Quiz

    • Survey Instructions

    • Feedback Survey

    • Survey Verification

    • Next Steps

Begin your learning today.