#7b - Alan - Using DSUM To Substitute A Long Formula

In the second video in this mini-series, I begin to demonstrate the approach I would implement in the real world to get the analysis Alan needs.  We’ve seen DSUM several times before on Excel VBA for football traders - you may know it as one of my Excel ‘secret weapons’.  One thing is for sure, it’s a shorter formula than the current solution!  It does require some setup, however – I take you through it step-by-step in this video.  How do you think it compares to SUMPRODUCT?

With DSUM working and tested against several scenarios for accuracy, it’s time to start thinking about VBA.  In the video, I argue a key to a successful macro (that’s often overlooked) is what I call ‘planning and conceptualisation’.  Are you planning your VBA routines?  The first step is literally to ‘talk through’ what you intend to do – what I call ‘conceptualisation’.  I do this in the video, generating a clear idea in my mind of the steps we’ll need to go through to automate this manual process.  Can you plan the macro in more detail before the next video?  Only then are you really in a position to jump into the VBA editor.

TOPICS AND TECHNIQUES
  • When should you use Excel VBA?
  • DSUM
  • Concepts in DSUM: database, field, criteria
  • The importance of overall file structure and worksheet layout
  • How to quickly find a column number
  • Using table notation in Excel formulae
  • Why your spreadsheet is like your house
  • How to de-stress Excel development
  • How to plan an Excel VBA macro