My Top 10 Tips for Mastering VBA & Excel Macros [Part 5 of 5 – VBA Crash Course]

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This article is part of our VBA Crash Course. Please read the rest of the articles in this series by clicking below links.

Top 10 Tips for Mastering VBA, Excel Macros - from Chandoo.org

  1. What is VBA & Writing your First VBA Macro in Excel
  2. Understanding Variables, Conditions & Loops in VBA
  3. Using Cells, Ranges & Other Objects in your Macros
  4. Putting it all together – Your First VBA Application using Excel
  5. My Top 10 Tips for Mastering VBA & Excel Macros

In the part 5 of our VBA Crash Course, let me share you my tips for mastering Excel VBA.

A warning before jumping in to the tips: I am not a VBA expert. I am a learner, just like you. I find VBA quite interesting language to learn and explore. These tips are based on what I have learned writing VBA (and VB code) in the last 12 years.

Tips for using & mastering VBA in short term:

#1 Think Thru before Coding

The best way to solve even a very complex problem is to think thru. Next time, when you are about to automate that report or clean some imported data using VBA, just write the logic down on a paper. See and understand various aspects of the problem. The solution becomes clear to you. It has worked for me and it works for you too.

Related: Building your First VBA Application using Excel

#2 Use the Recorder

Excel’s built in Macro recorder is a great way to learn about new objects and ways to deal with them. I use it all the time to record parts of my code and then customize the output. Just keep in mind that macro recorder does not produce the best or complete code all the time. But it gives you a damn good idea about how to write code for a set of actions.

Related: Introduction to Excel VBA & Writing your First Macro

#3 Use Immediate Window

Excel VBE has a powerful feature called as Immediate window. Think of this like a sandbox. You can write almost any VBA statements here and get quick results. For example, Open VBE (ALT+F11 in Excel) and go to Immediate window.

  1. Type ?Activecell.Value
  2. Press Enter
  3. And you will see the current cell’s value printed in immediate window

Here is a quick demo of immediate window.

Demo of Immediate Window - Excel VBA Crash Course

#4 Debug.Print is your Friend

There are 3 things you cannot avoid in life

  1. your 2 year old daughter thinking it would be fun to throw a stone on your car
  2. your baby boy running and sitting in your lap suddenly making the hot coffee spill on you
  3. and of course bugs in your code

Bug is a fancy name given to the situation when your code is not doing what it is supposed to do.

But why?!? Well, we don’t know why unless we examine. And this is where Debug.Print can come handy. In below example, you would see the values of all tasks in the immediate window as your program runs.

Example on Debug.Print in VBA

#5 There is a method for that!

Just like Apple says There is an App for that!, may be Microsoft should say There is a Method for that! about VBA. I say this because VBA comes with a lot of methods and functions to do lots of things. If you are thinking of writing your own code to reverse some text, split something based on a delimiter, find the intersection of 2 ranges or run something after 10 seconds, may be you should before writing your code. Because, my dear, there is a method for that.

Whenever you feel like you are writing code for a problem that is already solved several times, chances are there is some built-in method or object for that. So just search.

Tips for Using & Mastering VBA in Long-term

While the above tips are good for solving your immediate problems, we should always aim for continuous improvement. Here are my top tips for keeping your VBA in shape.

#6 Break Your Work in to Smaller Chunks

No matter how complex your work situation or problem might be, chances are, it is made up of several smaller problems. So break things in to smaller chunks. This coding technique is called as modularization. Modularization has several advantages:

  • Reuse: Once you break a big program to smaller parts, you can reuse a smaller part in several places or in other projects.
  • Testable: Smaller code fragments are easy to test and debug.
  • Maintainable: You can maintain smaller parts easily. You can upgrade them once you get a better version of Excel without breaking much.

#7 Build Iteratively

Rome is not built in one day, so is your buildRome() macro. Whenever you are attempting to automate a whole department’s work, take a step back and see what is the smallest (but most useful) feature you can have. Implement it and then add new features iteratively. That way, your turn-around time is improved, you look pretty in front of your boss and you feel in control of things.

Iterative development also lets you stop whenever you want and you would still have some working piece of code.

#8 Keep a Good Reference Handy

If you are going to use VBA quite often, then invest in a good reference. I suggest John Walkenbach’s Excel 2010 Power Programming if you are looking for one. Good reference books have lots of information and tips buried in them. For example, I keep Excel 2010 Power Programming book on my desk all the time and refer to it whenever I feel like not doing any work. I always learn something new.

#9 Take up Challenges

“Computers are like bicycles for our mind” said Steve Jobs. I am not sure if hours I put on facebook, twitter and gmail are keeping my mind fit. But any time I invest on programming is worth every second. I feel very sharp, excited and stoked when I solve a tricky problem using a computer program (be it VBA, an Excel Formula or php or anything else).

I think if you want to be good in VBA or Excel, then take up challenging work. Try to automate a report that you (or your team) produce using VBA, Try to simplify a formula or improve a chart.

If you are looking for fresh challenges, then look at our forums. We get dozens of interesting questions everyday.

#10 Use VBA only when you need it

Once you start learning VBA, it is natural to feel excited about the possibilities you have. But keep in mind that overusing it can complicate your work.

My suggestion: Use Excel’s native features as much as possible. Excel has several built in features to solve various day to day problems (conditional formatting, pivot tables, formulas, data validation, form controls to name a few). Only when you feel that there is no easy way to use Excel alone to solve a problem, go for VBA.

Example: Recently, I showed you all how to split text on new line using VBA. I did that because I thought there was no way to do it using Excel’s built in text-to-columns utility. Well, I was wrong. As Debra proved in the comments,

Chandoo, if you want to do this in the Text To Columns dialog box,

Select Delimited, then check “Other”
In the box beside Other, press the Alt key, and type (using the number keypad): 0010

That should separate the text on the line break character.

So if you feel like there is no way to do something in Excel without resorting to VBA, well, just keep looking, because there might be a way.

What are your Tips for Learning & Mastering VBA?

Its your turn now. What are your top tips for mastering VBA? Please share using comments because I and many of our readers want to learn. Go ahead and post.

Join Our VBA Classes

We run an online VBA (Macros) Class to make you awesome. This class offers 20+ hours of video content on all aspects of VBA – right from basics to advanced stuff. You can watch the lessons anytime and learn at your own pace. Each lesson offers a download workbook with sample code. If you are interested to learn VBA and become a master in it, please consider joining this course.

Click here to learn more and Join our VBA program.

Thanks

This post concludes our series on VBA Crash Course. I hope you enjoyed these 5 articles and learned something new. I really enjoyed writing this series. Thank you so much for your comments and support.

For more about VBA & Macros, consider enrolling in our online course.

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13 Responses to “Gantt Box Chart Tutorial & Template – Download and Try today”

  1. Oli says:

    Hi Chandoo

    As one of your students I have followed your detailed example through with great success. However, Excel is acting in an unexpected way and I wonder if you could take a look?
    http://cid-95d070c79aef808e.office.live.com/self.aspx/.Public/Gantt%20Box%20Chart.xlsm
    On my version, I have to type 40239 (Which equates to 2 Mar 2010) to get the chart to display 31 May 2010 (which should be 40329)!!??

    Have I done something wrong or is Excel acting up?

    Thx
    Oli
    PS Your example file in 2007 displays correctly.

  2. Dave says:

    Hi,

    I like this idea a lot, but I agree the name is a little drab.

    As an American I may just be seeing things, but to me the combination of lines and bars on your chart looks like a bunch of cricket bats.

    Maybe you could work that into a catchier name. 🙂

    Cheers!

  3. Bob says:

    Here is some code I use to keep the axis synched.
    It may be useful to some of your readers
    It is based on a comment I saw on Daily Dose of Excel.

    Function SynchGanttAxis(Cname, lower, upper)
    'Sets the X min and X max for Category axis

    Application.Volatile

    On Error Resume Next
    '
    'Top Horizontal Axis
    With ActiveSheet.Shapes(Cname).Chart.Axes(xlCategory, 1)
    .MinimumScale = lower
    .MaximumScale = upper
    End With

    'Bottom Horizontal Axis
    With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 2)
    .MinimumScale = lower
    .MaximumScale = upper
    End With

    End Function

    Function SynchVerticalAxis(Cname, lower, upper)
    Application.Volatile
    On Error Resume Next
    ' Excel 2007 only
    'Right hand vertical axis
    With ActiveSheet.Shapes(Cname).Chart.Axes(xlValue, 1)
    .MinimumScale = 0
    .MaximumScale = upper
    End With

    End Function

  4. Chandoo says:

    @Oli.. Can you check your file again.. I see 40329...

    @Dave: Even I saw things.. the bars actually looked like lollipops. How about calling this lollipop chart - now that would be yummy and goes along the tradition of naming charts after eatables (bar, pie, donut...)

    @Bob: Superb stuff... thanks for sharing 🙂

  5. Mike H says:

    Hi Chandoo
    This looks really good and I think it can also be applied to show project phases / milestones.

    Question: Thinking further could this be amended to display a project lifecycle (Idea through to Implementation say 7 phases) on one bar / row? Just imagine 20 projects within a programme all on one chart one bar each showing their respective lifecycle stages i.e. on one page.

    Idea: As the Gantt Box Chart this is quite intensive to set up re formatting etc how about the added extra of once you have completed this to "Save as template" i.e. saves the formatting and layout of the chart as a template so you can apply to future charts. Simple to do and will save the time formatting etc again and again and again.
    Therefore tip: Click on your chart demo and then click on Save As template icon (2007) - edit file name and click on save. Ready to use / apply via Templates in Change Chart Type window.

    Thanks and be very interested if the lifecycle question can be resolved

    Mike

  6. Oli says:

    How embarrassing.

    I was obviously suffering from numerical dyslexia. I was one of those days.

  7. Chandoo says:

    @Mike H: You can easily make this chart to work like a generic project lifecycle plan chart. All you have to do is,

    1. in a separate sheet define the steps of lifecycle and various dates in a table (with 5 columns for each of the projects you have).
    2. now use a control cell to input the project name you want to show in the chart
    3. based on the input, use OFFSET Formulas to get the correct data
    4. Rest is same as the tutorial above

    For more info on the dynamic charting visit http://chandoo.org/wp/tag/dynamic-charts/ and http://chandoo.org/wp?s=OFFSET

  8. Your solution is really smart but in the en Excel isn't meant to do stuff like this. I, as a former PM, always thought is was frustrating that you had to do stuff like this for something simple like a Gantt chart. So I built Tom's Planner. And would like to plug it here. I think it really solves the problem you are trying to solve in the most efficient way. Check out http://www.tomsplanner.com for a free account or play around with the demo.

  9. Lopi says:

    Hi there,
    Chandoo - this is really a very nice and helpfull chart - I adopted it, so I can report a forecast or the delay of a certain task (coming from my role as an auditor for projects).
    One topic I´m currently struggeling with: I do have a project lasting for lets say 12 month. For a management reporting, I want to have kind of snapshot, lets say one month back and 2 month in the future. I tried with the offset formula, but failed. Any idea?
    Thx
    Lopi

  10. [...] Ein viel geliebter Klassiker ist die Erstellung von GANTT-Diagrammen mit Excel. Wir hatten das Thema wiederholt schon hier. Chandoo.org hat sich mal wieder mit einer neuen Variante hervorgetan: Das GANTT-Box-Chart. [...]

  11. David says:

    Hi Chandoo - fantastic xls. One thing I can't figure out how to do is adjust the alignment of the vertical axis. I would like to left align so that I could indent to represent sub tasks. Can that be done? Or is there a better way?

  12. Paul says:

    I've been trying to work out if there's a way to show weekends on the graph. The closest thing I've got is to add them on a secondary axis, but then I haven't been able to keep both axis lined up together! Any ideas?

    Following on from this - is it possible to show things like holidays?

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