Advanced Excel VBA Automation Training Course

Duration 5 days 10 modules · 33 contact hours
Level Advanced Certificate on completion
Who attends Financial Analysts, Data Analysts and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-DA-090

Before you join: Participants should be confident Excel users who regularly work with formulas, tables, filters, PivotTables and multi-sheet workbooks.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Excel workbooks often become operational systems for finance, risk, procurement, HR and reporting teams. Manual copying, repetitive reconciliations, inconsistent report production and fragile formulas create delay and control risk. Advanced VBA automation can convert these recurring tasks into controlled procedures that prepare data, apply rules, generate outputs and document exceptions. The challenge is not merely recording macros; it is designing maintainable code that performs reliably when source files, users and volumes change.

This course develops advanced Microsoft Excel VBA programming skills for building production-ready workbook automation. Participants work with the Excel object model, procedures, variables, arrays, collections, dictionaries, loops, error handlers, UserForms, event procedures and reusable code modules. They automate data transformation, report generation, PivotTables, file handling, CSV imports and exports, database queries, Outlook email drafts and REST API calls. The course also addresses execution speed, macro security, code review, version control practices and deployment through macro-enabled workbooks and add-ins.

Delivered over five instructor-led days, the course combines short technical briefings with case work, group troubleshooting, code simulations and structured application planning. Participants receive a certificate of completion and leave with a reusable VBA automation design pack containing coding standards, error-handling patterns, report automation structures, deployment checklists and a prioritised automation backlog. Classroom delivery is available in 50+ cities, with a live online option. The course is suited to experienced Excel users who need to create, maintain or govern automation used in business reporting and operational processes.

What you will be able to do

  • Design modular VBA procedures using the Excel object model and explicit variable declarations
  • Build array-based data transformation routines for high-volume worksheet processing
  • Automate PivotTables, charts, report formatting and controlled workbook outputs
  • Create UserForms and event-driven controls for guided workbook interactions
  • Implement structured error handling, logging and debugging methods in VBA projects
  • Optimise VBA execution using bulk range operations, calculation control and performance profiling
  • Integrate Excel automation with files, databases, Outlook and REST API endpoints
  • Deploy governed VBA solutions using security controls, documentation and release procedures

Benefits of attending

For you

  • Replace recorded macros with maintainable, reusable VBA procedures
  • Reduce time spent preparing recurring reports and reconciliations
  • Diagnose broken VBA code using structured debugging tools
  • Build a portfolio of governed Excel automation patterns
  • Plan automation work using business value and control risk

For your organisation

  • Shorter reporting cycles through repeatable workbook automation
  • Fewer manual data-entry and copy-paste errors
  • Improved auditability through logging, validation and documented controls
  • Consistent report outputs from standardised VBA procedures
  • Reduced dependency on undocumented individual spreadsheet methods

Course modules

10 modules over 5 days

Participants can structure a VBA project using explicit declarations, procedures and Excel object references.

  • VBE project structure, modules, procedures, and Option Explicit discipline
  • Excel object model hierarchy: Application, Workbook, Worksheet, Range, Cells
  • Declare strongly typed variables, constants, enumerations, and object references
  • Scope rules for procedure, module, project, and public declarations
  • Use With blocks and Set statements for object handling
  • Build parameterised Sub procedures and Function procedures with return values
  • Inspect code using breakpoints, Watch windows, Immediate window, and Locals

Participants can use VBA control structures and in-memory data structures to process business data predictably.

  • Select Case branches replace nested conditional logic for controlled outcomes
  • For Each loops process collections without index management errors
  • Do While and Do Until loops manage condition-driven iteration
  • Arrays, dynamic ReDim, and LBound/UBound support variable-length datasets
  • Collection objects store keyed items and preserve insertion order
  • Scripting.Dictionary maps unique keys to values for fast lookup
  • Pass arguments ByVal and ByRef to control procedure side effects

Participants can read, validate, transform and write worksheet data using efficient VBA methods.

  • Read worksheet ranges into Variant arrays for bulk processing
  • Use Range.Find, AutoFilter, and SpecialCells for targeted selection
  • CurrentRegion, UsedRange, and ListObject boundaries define reliable input ranges
  • Write two-dimensional arrays back to worksheets in single operations
  • Build reusable range references with named ranges and structured table columns
  • Apply worksheet functions through WorksheetFunction and Evaluate methods
  • Validate source layouts before transformation using headers, types, and row counts

Participants can generate controlled reports, PivotTables and formatted workbook outputs through VBA.

  • Automate PivotCache creation and PivotTable field configuration from source tables
  • Generate management reports with chart objects, page setup, and print areas
  • Control number formats, conditional formatting, and table styles through VBA
  • Create workbooks from templates while preserving formulas and named ranges
  • Copy values, formulas, and formats using explicit PasteSpecial operations
  • Refresh connections and PivotTables in defined reporting sequences
  • Produce timestamped report files using deterministic naming conventions

Participants can create guided Excel interfaces and event-driven controls for workbook users.

  • Workbook_Open and Worksheet_Change events enforce controlled workbook behaviour
  • Prevent recursive events with Application.EnableEvents and disciplined error recovery
  • Design UserForms with controls, labels, validation, and default values
  • Populate ListBox and ComboBox controls from worksheet or array data
  • Return validated form inputs to procedures through explicit interfaces
  • Build custom Ribbon callbacks for approved automation entry points
  • Use data validation and form controls for guided user interaction

Participants can diagnose VBA failures and build recoverable procedures with useful error records.

  • Implement On Error GoTo handlers with clean exit paths
  • Raise custom errors using Err.Raise and documented error numbers
  • Log procedure failures with timestamps, user names, and source context
  • Use assertions and precondition checks to detect invalid assumptions
  • Step through code with F8, breakpoints, Watches, and call stack
  • Refactor duplicate routines into testable helper procedures
  • Document assumptions, inputs, outputs, and failure responses in code

Participants can improve automation speed and prevent common worksheet-state and calculation failures.

  • Disable screen updating, events, and calculation during controlled batch routines
  • Replace cell-by-cell loops with array reads and bulk writes
  • Measure elapsed execution time using Timer and structured benchmarks
  • Qualify workbook and worksheet references to avoid active-object dependencies
  • Limit volatile formulas and repeated property calls inside loops
  • Apply CalculationState and Calculate methods for predictable recalculation
  • Profile slow procedures by isolating range access and loop counts

Participants can automate controlled file imports, exports and multi-workbook consolidation procedures.

  • Use FileSystemObject to inspect folders, create paths, and enumerate files
  • Import delimited text using Workbooks.OpenText and QueryTable settings
  • Export controlled CSV files with explicit encoding and field order
  • Open, update, save, and close workbooks without user prompts
  • Consolidate monthly files through folder loops and schema checks
  • Reference external workbooks safely using fully qualified paths
  • Manage file locks, missing files, and overwrite decisions predictably

Participants can connect Excel VBA procedures to databases, Outlook and selected web services.

  • Connect to databases with ADODB connections, commands, and recordsets
  • Parameterise SQL queries to filter records and reduce injection risk
  • Import query results into Excel tables with defined field mappings
  • Build Outlook email drafts with attachments and controlled recipient lists
  • Call REST endpoints using XMLHTTP and parse JSON response structures
  • Store connection strings and credentials outside visible worksheet cells
  • Handle authentication failures, timeouts, and unavailable services explicitly

Participants can prepare VBA solutions for controlled release, support and ongoing maintenance.

  • Protect VBA projects, worksheets, and workbook structures with appropriate controls
  • Apply macro security settings, trusted locations, and digital-signature principles
  • Package automation in .xlsm and .xlam files for distribution
  • Version modules with export files, change logs, and release notes
  • Review code against naming conventions, dependency maps, and approval criteria
  • Prepare a personal automation backlog ranked by business value and risk
  • Define support ownership, rollback steps, and user documentation requirements

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. VBA coding standards checklist
  2. Structured error-handling template
  3. Automated reporting procedure model
  4. File consolidation automation template
  5. VBA deployment and security checklist
  6. Prioritised workplace automation backlog

Who should attend

  • Financial Analysts — automate recurring models, reconciliations and management reporting
  • Data Analysts — process structured Excel data without repetitive manual steps
  • Business Intelligence Analysts — prepare source files and distribute controlled report outputs
  • Risk and Compliance Analysts — build traceable controls for review and exception reporting
  • Operations Managers — reduce manual administration in high-volume spreadsheet processes
  • Excel Power Users — progress from recorded macros to maintainable VBA applications

Skills and tools covered

VBA solution designExcel object modelData automationError handlingPerformance optimisationMacro deployment

Tools and standards

Microsoft Excel VBA, Excel Object Model, ADODB, Rubberduck VBA

How the course runs

Training methodology

Training combines short instructor briefings with guided code analysis, realistic business cases, group exercises and troubleshooting simulations. Participants write and inspect VBA procedures for reporting, data preparation, file consolidation and controlled distribution. Cases use typical finance, operations and analytics scenarios, including recurring monthly reports, exception logs and multi-file consolidations. The instructor demonstrates debugging and performance methods before participants apply them to adapted scenarios. Each participant develops an application plan for a suitable workplace automation opportunity.

Requirements and prerequisites

Participants should be confident Excel users who regularly work with formulas, tables, filters, PivotTables and multi-sheet workbooks. Prior experience recording simple macros or reading basic VBA code is useful, but participants do not need to be professional software developers. The course assumes comfort with structured data and business reporting requirements. Participants should understand the processes they want to automate, including source files, outputs and approval points. Knowledge of SQL, APIs, databases or formal programming languages is not required; these integrations are introduced from an Excel VBA perspective.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should already be confident using Excel formulas, tables, filters and PivotTables. Basic macro recording is helpful, but formal programming experience is not required.

Bring a laptop with desktop Microsoft Excel installed and permission to use the Visual Basic Editor. If organisational policy permits, bring anonymised examples of recurring reports or workbook processes you want to automate.

It suits experienced Excel users in analytics, finance, operations, risk, compliance and reporting roles. It is particularly relevant to people who own recurring spreadsheet processes or support business teams using Excel.

Formula courses focus on worksheet calculations, while Power Query courses focus primarily on data extraction and transformation. This course teaches programmable VBA procedures for automation, interfaces, file handling, report production and system connections.

Participants can identify suitable recurring processes and build controlled VBA solutions using the supplied templates and checklists. The final module includes application planning for a workplace automation candidate.

Each day runs from 08:30 to 16:30 and provides approximately 6.5 contact hours. The five days move from VBA foundations and data processing through reporting, interfaces, debugging, integration, security and deployment.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.