Content:

• Understanding VBA and its Use Cases
• Navigating the VBA Editor
• Variable types
• Recording and Running Macros
• Basic VBA Coding
• Reference ranges, cells, and basic object hierarchy
• Debugging Basics

Application:

• Quickly format datasets and tables for reports
• Fill out repetitive data templates
• Identify and fix common VBA issues in existing macros

Content:

• Understand how to declare and use variables effectively
• Learn about data types and when to use them
• Write conditional statements to handle decision-making in code
• Use loops to automate repetitive tasks dynamically
• Practice applying these concepts to realistic insurance and data science scenarios

Application:

• Automatically apply discounts, fees, or surcharges to a dataset of policyholders
• Write VBA to classify customers or flag high-risk clients in an insurance dataset
• Automate the creation of summaries, even as datasets grow or change

Content:

• Learn to work with multiple worksheets and workbooks
• Understand how to handle user input dynamically using InputBox and message boxes
• Implement error handling with On Error to make macros robust
• Create practical macros to automate complex, real-world tasks

Application:

• Combine data from multiple sheets or files into a single, usable format
• Create tools that let users customize calculations
• Build macros that can handle exceptions, ensuring reliability
• Automate aggregation tasks across multiple datasets

Content:

• Learn to create custom functions to extend Excel’s built-in capabilities
• Automate the creation and manipulation of charts and PivotTables
• Design and implement basic user forms for improved interaction
• Solve real-world problems in data analysis and insurance

Application:

• Automate the generation of visual and tabular reports
• Create applications to gather inputs like insurance quotes, claims data, or pricing preferences.
• Build reusable PivotTable-based dashboards for recurring analyses

Content:

• Write clean, efficient, and reusable code using modular design.
• advanced data manipulation techniques, such as working with arrays and dictionaries.
• Use VBA to interact with external data sources like text files.
• Advanced debugging techniques for maintaining and optimizing VBA projects.

Application:

• Handle large datasets in insurance or data science workflows with improved speed.
• Build modular tools that can be adapted for various tasks like reporting or automation.
• Import, clean, and export data seamlessly for real-time updates.
• Deliver robust VBA solutions that minimize downtime due to errors.

Content:

• Understand the principles of dashboard design for stakeholder communication
• Integrate VBA with Excel charts, pivot tables, and slicers for dynamic visualizations
• Use VBA to automate dashboard updates and enhance interactivity.
• Apply formatting and usability principles to make dashboards intuitive and visually appealing.

Application:

• Build visually appealing and interactive dashboards
• Automate updates to dashboards for efficiency.
• Enhance data visualization for stakeholder communication.

Content:

• Analyze and understand pre-existing VBA code.
• Troubleshoot and debug complex VBA projects.
• Develop and integrate enhancements to existing solutions.

Application:

• Work with and improve pre-existing systems.
• Ensure tools are maintainable and easy to understand for non-developers.
• Articulate the value and functionality of technical solutions to stakeholders.

Content:

• Review and reinforce key VBA concepts and techniques
• Reflect on how to use VBA in real-world professional scenarios
• Discuss final project, tips, presentation expectations

Application:

• Present technical insights and tools in a clear, actionable manner
• Deliver polished projects with professional documentation

At the conclusion of the course there will be an assigned project using imitation claims data where students will utilize VBA to perform analysis and build a dashboard to communicate main points simply and clearly.