Summer Sale Until September 22

This newly revised course has shifted online into three, half-day, live, instructor-led evening sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.


  • Mon, Aug 10 @ 6:00pm - 8:30pm
  • Tues, Aug 11 @ 6:00pm - 8:30pm
  • Wed, Aug 12 @ 6:00pm - 8:30pm
  • Microsoft Excel Visual Basic for Applications (VBA) is the programming language that underlies Excel spreadsheets. Simple concepts in Excel VBA allow the automation of creating and customizing charts. Some visualizations take too long to build manually but can be created much faster using code.

    Many financial professionals have made simple charts manually, but would benefit from some new charting ideas and simple VBA code to automate chart creation and re-creation. An introduction to charting with Excel VBA will result in time savings, reduced errors and is the foundation of visualizations in dashboards and tools.

    The goal is to combine Excel VBA with innovative ideas to convey that any chart idea is possible.


    • Introduce the VBA environment and simple VBA code to build charts that would take too long to create manually
    • Learn about the chart object model for complete control over chart properties and chart elements such as axes and labels
    • Discover motion graphs triggered on demand and using a timer
    • Use mouse hovering to trigger changes in a chart
    • Connect charts to controls such as buttons, scroll bars and check boxes
    • Examine Temperature, Speed Gauge, Broken-Bar and Boxplot Charts


    This seminar is designed for financial professionals who want to create an impressive visualization or want to learn how to develop automated charts for dashboards.