Excel VBA workshop in Oct

[Phat Loc]

Hi All,

If you are planning to attend please answer the following so we can structure the workshop to meet your needs.

1. What is your experience with Excel programming? Please describe.

2. Do you know SQL?

3. What financial topic would you like presented e.g. bonds, options, swaps, ....

Phat

[amit]

My answers:
1. Elementary Excel skills.

2. Very good knowledge of SQL.

3. No preference.

[Robert]

1. Basic Excel, VBA.

2. No SQL.

3. Bonds, Swaps.

Thank you.

[csanjuan]

1. very limited
2. I do not know it
3. Swaps and bonds since this is what I am working on in one of my classes and it would be very helpful.

[avis7df]

Limited knowledge of Excel Programming

Limited knowledge of SQL

Bonds, Swaps

[David Abitbol]

1. Elementary Excel skills.

2. Very good knowledge of SQL.

3. Option, Swap and Bond

[alessandradegregorio]

1. Whatever you taught me. :wink:
2. Can manage the SQL language. 8)
3. Any topic would be beneficial. :idea:

Thanks for your time and effort. :P

[Yiannis33]

1. Elementary Excel
2. No SQL
3. Options , Swaps , Bonds.

[Lidiya]

1. Basic Excel, VBA
2. Professional SQL
3. Bonds, options, swaps

[chubis]

1. VB was never that useful with Unix....
2. Thorough knowledge.
3. Options and swaps, but bonds are always fun too.

[Anand]

1. Basic knowledge of Excel, good knowlede of VB but havent done a lot of VBA.

2. Strong SQL.

3. Any topic.

[Phat Loc]

For the workshop, I am planning to review the basics of Excel programming. I will be using a spreadsheet app that pulls data from the Treasury and Libor data from the internet and pushes into an Access/MySQL database. Then I will query this data to analysis.

If you are already a proficient excel VBA programmer then you are probably not going to get much out of it.

The following is what Marc Paschover is planning to present:

Excel:
Absolute vs. relative reference
Array formulas
Named Ranges
IF statements
SUM, SUMIF, COUNT
VLOOKUP, HLOOKUP
OFFSET
Solver
Charts
MMULT, MDETERM, MINVERSE
RAND()
Statistical functions (NormDist, NormSInv, etc.)
Text functions (TEXT, LEFT, RIGHT, MID)
Date manipulation (arithmetic, EDATE, etc.)
INDIRECT (borderline obscure)

VBA:
Data types, subs, functions (possibly array)
Arrays
Variant
option base 1, option explicit
logical constructs (for-next, while-wend, if-else if-else-endif,do-loop
while, select-case-end select,...)
error handlers
Text functions (format, Left, Right, Mid, etc.)
MsgBox, InputBox, Application.StatusBar
Rnd
Application.Worksheetfunction
recording Macros
File input/output
Excel object model (using Object Browser)
VB Classes

Most likely, the above will be more than enough to fill 5 hours. I think a good way to approach this would be to do something in a spreadsheet first in a very naive way, then improve it using progressively more advanced techniques. We would end up with a VB-based spreadsheet. I think a nice exercise would be to implement a Longstaff-Schwartz Least-Squares Monte Carlo engine for American/Bermudan options.

[RobMunster]

1. I've built excel spreadsheets in VB6 & VB.NET, but don't know much about the functions of Excel itself.

2. Basic SQL (Sybase, if it makes a difference).

3. I'm an open book :D

[Phat Loc]

I will take care of the database part. I already have a spreadsheet that can download a text file from the fed. I just have to put the code in to push it into a database.

I feel confident that I can explain it and it will be useful if we students have a place to store and retrieve real world financial data. :)

[jimmycc]

1. can use Excel; some some VB
2. strong SQL
3. no preference

[leonhuang]

my answers:
1. basic.
2. no knowledge about it.
3. whatever you'd like to teach.
thanks,
Leon

[nanditajhajharia]

1. I have good knowledge of basic excel but dont know visual basic...
2. Know SQL on a level of 1-10 say 6..
3. I would like to know more about options..

[GusTsahas]

1. Excel spreadsheets
2. No SQL
3. Options , Bonds.

Regards, Gus T

[selmacilka]

1. Little Knowledge of Excel programming.

2. No knowledge of SQL

3. Options, swaps.

Thanks.

[abide00]

1. Elementary Excel skills

2. No SQL knowledge

3. No Preference of subject

[Esme]

1. Basic Excel skills.

2. Good knowledge of SQL.

3. No preference.

[pkpos]

I have basic skills but no programming experience with Excel.

I am unfamiliar with SQL.

All of the securities would be of interest.

Thank you. I appreciate your time and effort.

Best Regards,

Paul

[cecile63]

1) Basic Excel and VBA
2) A little SQL
3) Any topic on Finance would be fiine