SAMPLER-Engineering Systems Modeling with Excel-VBA

Transcription

Professional Development Short Course On:
Engineering Systems Modeling with Excel / VBA
Instructor:
Matthew E. Moran, PE
ATI Course Schedule:
http://www.ATIcourses.com/schedule.htm
ATI's Engineering Systems
http://www.aticourses.com/Engineering_Systems_Modeling_with_Excel_VBA.html
Modeling with Excel / VBA
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Description
These sample slides are excerpted from the 2-day short
course entitled “Engineering Systems Modeling with
Excel/VBA”. The course provides in-depth
Excel/VBA
in depth details on the
principles, practices, and implementation of Excel and its
integrated programming environment, Visual Basic for
Applications (VBA),
(VBA) for engineering analysis & modeling
modeling.
p
g public
p
offerings
g of the course and other
For upcoming
related information, please visit www.aticourses.com or
www.isothermtech.com. To receive a monthly email
newsletter that includes Excel/VBA techniques
q
& tips,
p ,
please send an email to [email protected] with
“Newsletter” in the subject field, and your contact
information in the body (a typical signature block is
sufficient).
© 2009 Matthew E. Moran
2
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Course Summary
This course will
Thi
ill provide
id the
th
knowledge and methods
to create custom thermal
& fluid system models
for…
y g conceptual
p
¾ Analyzing
designs
¾ Performing system trades
¾ Simulating operation
¾ Optimizing system
performance
…with Excel/VBA.
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Learning Objectives
• Exploit the full power of Excel for
building thermal & fluid models
• Master the built-in VBA
programming environment
• Implement advanced data I/O
I/O,
manipulation, analysis, and
display
• Create full featured graphical
interfaces and interactive content
• Optimize performance for multiparameter systems and designs
• Integrate interdisciplinary
capabilities into thermal & fluid
models
4
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Topics: Design & Build
1.
2.
3.
4.
5.
Excel/VBA Review
Identifying Scope & Capabilities
Quick Prototyping
Defining Model Structure
Designing Graphical User
Interfaces
6. Building & Tuning the VBA
Engine
7. Customizing Output Results
8. Exploiting Built-in Excel
F
Functions
ti
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Topics: Refine & Optimize
9. Integrating External Data
10. Adding Interdisciplinary
Capabilities
11. Unleashing GoalSeek &
Solver
12. Incorporating Scenarios
13. Documentation, References, &
Li k
Links
14. Formatting & Protection
15.
15 Flexibility,
Flexibility Standardization,
Standardization &
Configuration Control
p & Tricks
16. Other Useful Tips
17. Application Topics
6
Modeling Options
HIGHE
ER COST
T, LESS A
AVAILAB
BILITY
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CFD codes
Finite element
element,
finite difference
Application
codes
focused
codes
d
Math computations
s/w (incl Excel/VBA)
Custom or
in-house
in
house
programs
Hand
calculations
HIGHER COMPLEXITY,
COMPLEXITY LOWER EASE OF USE
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Advantages of Excel/VBA
FEATURES & BENEFITS
TECHNICAL APPLICATIONS
•
•
•
•
•
•
•
•
•
•
•
Flexibility & customization
Built-in
Built
in math functions
Data I/O, manipulation &
display
Full featured GUI tools
Integrated programming
language & development
environment
Multi-parameter
Multi
parameter solver
Ubiquitous installed user
base
Familiarity & ease of use
Interdisciplinary
capabilities (incl financial)
Enable rapid exploration
of design variations
•
•
•
•
•
•
Automating, standardizing,
g repetitive
p
& documenting
calculations
Performing what-ifs &
inverse solutions
Rapid analytical
prototyping
Exploring conceptual
designs/systems
System trades and
parameter sensitivities
Precursor, complementary,
and/or check for more high
fidelity analyses
Multidisciplinary
interactions (including
costing)
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Functions (Built-In)
Source: “Help - Microsoft Excel Help - Table of
Contents - Working with Data - Function Reference”
• Excel has many useful
built-in functions under a
variety of categories
• These functions can be
invoked from the
worksheet side byy
selecting a cell and
clicking the “fx” icon or
“Insert-Function…” from
th menu b
the
bar
• Many functions also exist
on the VBA side,
although
lth
h the
th syntax
t may
be different (check the
VBA help menu)
TIP: Worksheet side functions can be accessed in VBA by using the syntax:
“VBAvariable = Application.WorksheetFunction.FunctionName(Arg1, Arg2,….)”
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Graphics
• Objects can be placed
anywhere on the sheet
• Fill patterns & colors can be
added from the Drawing
toolbar
• When an object is selected,
editing circles appear
around the object and can
be used to size, rotate, or
otherwise
th
i edit
dit the
th object
bj t
• “Connectors” can be added
j
that will follow the objects
wherever they move
TIP: To prevent a graphic from being changed when cells are re-sized,
right click on the graphic, select “Format Autoshape…”, select the
“Properties” tab, and select “Don’t move or size with cells”
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Project
window
shows
h
workbook
objects,
userforms,
use
o s,
& modules
Properties
window
shows
properties
of selected
j
object
Visual Basic Editor
VBA
menu bar
includes
debugger
and other
VBA
unique
picks
Main
window
displays
userform,
VBA code
modules,
etc.
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Project & Properties
Excel objects
(workbooks,
spreadsheets, etc.)
Userforms (see
blank one to the
right with toolbox
for adding controls)
Modules (This is
where the VBA
code is contained)
Properties of
selected object
j
(a
(
userform in this
case)
THIS WINDOW DISPLAYS
WHATEVER VBA OBJECT
IS BEING EDITED ((a
userform in this case)
12
Functions vs Subs
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Capabilities
Function
Sub
Pass variables in
Yes
Yes
Pass variable out (incl array)
Yes
No
Modify worksheet objects &
properties (incl cell values)
No
Yes
Call from a cell
Yes
No
Run on an event (e.g. click)
No
Yes
Accessible as a user defined
function (“fx” icon)
Accessible as a macro
Yes
No
No
Yes*
* If no variables are passed into the sub
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Object Structure
• Excel uses an object
oriented structure
• Objects can have a
collection
ll i off sub-objects
b bj
(e.g. WorkbookWorksheets-Range)
g )
• Properties define the
characteristics of an
object (e.g.
(e g Value)
• Methods are member
functions of the
application
li ti object
bj t (e.g.
(
Activate)
• Events are actions that
can be taken on an
object (e.g. Open)
Source: Excel Help (VBA)
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Object Oriented Programming
•
Virtually any “object”
object in the
Excel environment can have
its properties accessed and
its methods executed using
the VBA Editor
– In the properties window
– With a sub procedure
•
•
NOTE: The scope of this course allows only a
limited introduction to this extensive topic.
Programming methods most applicable to
engineering models will be the primary focus.
•
Properties can be read into a
variable by setting the
property equal to the variable
name
Some properties can be
written to by setting the
property equal to a value or
variable
Select “View-Object Browser”
and choose “Application”
Application
under Classes to see the
many objects that can be
15
manipulated
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Putting Excel & VBA Together
Guidelines for integrating
Excel & VBA in thermal &
fl id systems
fluid
t
models:
d l
• Use Excel as the interface
between the model and the user
– Input & output management
– Decompose subsystems and/or
components in separate
worksheets
– Customize for intuitiveness &
performance
• Use VBA as the
numerical/algorithms engine:
– Calculations
Calculations, iteration
iteration, decision
flow, loops, etc.
– Custom userforms
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END USER(S) &
CONFIGURATION
CONTROL
SCOPE &
REQUIREMENTS
Model Definition
•
•
•
CAPABILITIES
& INTERFACES
•
STANDARDS &
WORK FLOW
Who will be using the model?
– only the developer
– one well defined customer/user
– user group
– corporate wide distribution
– unlimited distribution
What results do they need?
– single point design
– design trades
– system simulation
– system
t
optimization
ti i ti
What parameters do they want to vary?
– raw inputs
– statistical variations
– design perturbations
Who is developing the model?
– one person
– 2 or 3 people
– more than 10 people
– multiple organizations
17
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System Decomposition
NOTE: Can also add a parent level by creating
& linking multiple workbooks
• S
Systems
t
can be
b
decomposed in
Excel using
diff
different
t
worksheets
• If more than two
levels are needed,
can use the syntax:
1.1, 1.1.1, 1.1.1.1,
etc.
• Other Excel tools to
aid in documenting
and navigating
within system
models: Diagrams,
Navigation Objects,
and Outlines
18
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Start-Up Control
The above code displays
p message,
g ,
a startup
makes Sheet1 active,
zooms in to fill the
screen with columns A to
M and selects cell A1
M,
• The wayy a workbook is
displayed when it
opens can be
controlled
• Open the VBA Editor
• Double click on “This
Workbook” in the VBA
Project window
• Select “Workbook” in
the first drop down
window, and “Open” in
th second
the
d
• Add code to control
how the workbook
opens
• Other events can have
code attached by
selecting
g them from the
second drop down
menu (e.g. closing the
workbook)
19
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Hyperlinks
To hyperlink an image or cell to a
target location:
1 Right
1.
Ri ht click
li k on th
the selected
l t d iimage
or cell & select “Hyperlink”
2. Choose what type of link you
want to create and its location
20
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User Forms
• User Forms are created
on the VBA side by
selecting “InsertU F
UserForm”
”
• A Forms folder appears
in the Project window
containing a new
UserForm
• ActiveX controls can be
added by selecting them
and dragging on the
UserForm to place them
TIP: The name of the UserForm and all objects on it can be
modified within the Properties window
21
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Scenarios
• Excel “Scenarios” tool
p
can be used to explore
and document changes
to system/design
parameters
• Can be automated with
VBA to add design
points with the push of
a button
• All named variables for
a given design can also
be output
22
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Sensitivity Analysis
• Analysis of the sensitivity
of various model
parameters can be done
quickly in Excel
• Use model to generate a
table of performance
results while varying one
parameter at a time
• Plot results to explore
sensitivity of performance
to key parameters
• A similar approach can be
used to investigate
process variability in
parameters (e
(e.g.
g
manufacturing tolerances)
23
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Goal Seek
• Goal Seek is a
simple and easy
tool for finding a
desired value
based on changing
one variable
• Helpful for running
quick “what-if”
calculations
• Allows user to
explore design
boundaries as a
function of one
variable at a time
• Example: What flow
velocity will yield
the maximum
allowable pressure
drop?
24
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Solver
• S
Solver
l
is
i a very powerful
f l
tool for multi-parameter
optimization
• Unfortunately,
Unfortunately
documentation in Excel is
not comprehensive
• Can be run in real time or
automated using VBA
• Note: must select “VBATools-References” and
check “Solver” if
automated (not covered
in this course)
• Is actually a third-party
add-in from Frontline
Systems
• Many
Man other 3rd party
part
optimization Add-Ins are
available
25
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Interdisciplinary Models
Example of functions from one model:
'PARTIAL PRESSURE OF WATER USING ANTOINE EQN
(AND DEW POINT) Function WaterPP(CellTemp)…
'VOLTAGE PER CELL Function Vcell(CurrentDens,
CellResist, RT_nFAnode, iOAnode, TafelSlopeCathode,
iOCathode, LimitingCurrent, Voc)…
'STRESS CALCULATION FOR WALL THICKNESS OF A
TANK Function WallT(units, material, pressure, diam,
safetyfactor)…
'WALL THICKNESS CALCULATION FOR BUCKLING
LOAD (Refr: John F. Harvey, 1985) Function
BuckleThick(units, material, pressure, diam, length,
safetyfactor)…
f t f t )
'SPHERICAL TANK INTERNAL SURFACE AREA Function
SphArea(diameter)…
p
(
,
'SPHERICAL TANK MASS Function SphMass(units,
diameter, wallthick, material)
'HEAT LEAK INTO SPHERICAL TANK Function
SphHeat(units, diami, MLIfactor, area%, sinktemp, fluidtemp,
y
foamthick, wallthick)…
)
MLIlayers,
'ASSIGNMENT OF FLUID ID # FOR GASPAK
PROPERTIES Function FluidID(fluid)…
• Excel is inherently
“blind” to the
discipline
d
sc p e being
be g
modeled
• This flexibility allows
the developer to
integrate other
technical disciplines
into the model
wherever and
however is most
effective
• The interaction
between disciplines
is especially valuable
t simulate
to
i
l t (e.g.
(
“multiphysics”)
26
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Collaboration Lessons Learned
•
Subsystem 1
(Sheet1)
Subsystem 2
(Sheet2)
•
•
•
System
(Workbook)
•
•
Subsystem 3
(Sheet3)
Subsystem 4
(Sheet 4)
•
Agree tto modeling
A
d li
strategy
t t
& approach
h
upfront, and enforce it
Insure all contributors have the skills to
implement
p
adopted
p
techniques
q
If possible, have individual contributors
work on separate subsystem
worksheets
Have a single person do system
integration of the workbook
Implement configuration & version
control techniques
Consider using file storage &
management systems that “check-out”
documents to insure only one person is
g on it at any
y given
g
time
working
Look to the “open source” development
community for more advanced
techniques (e.g. Apache, Linux, Open
Office, etc.)
27
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Distribution & Version Control
Development
Versions
(e.g. 1.1, 1.2,…)
Release for
Distribution
(e g 2
(e.g.
2.0)
0)
• Use a version numbering
system to save
modifications
– Development versions
can be saved as 1.1, 1.2,
1.3, etc. (archive these if
necessary)
– Released versions can
be saved as 1.0, 2.0, 3.0,
etc.
t (keep
(k
copies
i off th
these
on hand for support
questions)
• Examples
E
l
Development
Versions
(e g 2
(e.g.
2.1,
1 2
2.2,…)
2 )
– ThermalModel_v2.5 is a
development
p
version
– ThermalModel_v3.0 is
the third release
28
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Exporting & Importing Modules
• VBA modules can
be exported to a file
for archiving or to
use for a library of
standard codes
• Click
Cli k on th
the module
d l
to be exported,
then select “FileExport File…”
• The text file can be
imported into any
VBA module folder
by selecting “FileI
Import
t File…”
Fil
”
29
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Flexibility & Extensibility
• Excel is an ideal
environment for allowing
users to add custom
content to a standardized
model
• Some examples:
– Add price sheets
– Link model outputs to
custom calculations
– Provide worksheet sections
for user customization
– Allow addition of selected
macros
• By using the protection
settings, developer can
control which features to
allow user to customize
30
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Example: Simple Calc Sheet
31
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Example: Another Calc Sheet
32
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Example: Multilayer Insulation
33
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Example: SOTV Spacecraft
34
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Example: Cryo Tank Design
35
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Example: Fuel Cell System
36
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Index for Full 2-Day Course
TITLE
SLIDE
ActiveX Controls 2003
148
ActiveX Controls 2003 (cont.)
150
ActiveX Controls 2007
149
Add-Ins (Built-In)
35
Add-Ins (Custom) - Loading
243
Add-Ins (Custom) - Saving
242
Advantages of Excel/VBA
14
Analysis ToolPak 2003
36
Analysis ToolPak 2007
37
Application: Another Calc Sheet 74
Application: Cryo Tank Design
214
Application: Cryo Tank Design
215
Application: Cryo Tank Design (c 216
Application: Fuel Cell
234
Application: Fuel Cell (cont)
235
A li ti
Application:
H
Heatt L
Leak
k
108
Application: Heat Leak (cont)
109
110
111
112
Application: MEMS HX
179
Application: MEMS HX (cont)
180
181
182
Application: Microsystem
138
Application: Microsystem (cont)
139
Application: Microsystem (cont)
140
TITLE
SLIDE
Application: Multilayer Insulation
155
Application: Multilayer Insulation (c 156
Application: Simple Calc Sheet
28
Application: SOTV Spacecraft
197
Application: SOTV Spacecraft (con 198
Application: SOTV Spacecraft ((con 199
Arrays - Creating
204
Arrays - Dynamic
208
Arrays – From Worksheet
206
A
Arrays
- IIntro
t
203
Arrays – Passing in VBA
205
Arrays – To Worksheet
207
Autofill & Absolute Refrs
30
Basic Settings – Options 2003
26
Basic Settings - Security 2003
25
Basic Settings 2007
23
Buttons
151
Buttons (cont.)
152
Cell Comments
170
Cell Formatting
59
Cell Validation
171
TITLE
Cell Validation (cont.)
Cells – Reading Data
Cells – Writing Data
Collaboration Lessons Learned
Command Guide 2003 to 2007
Configuration Control
Contents
Contents
Contents
Contents
Control Toolbox (cont.)
Control Toolbox (cont.)
Control Toolbox 2003
Control Toolbox 2007
Course Summary
C
Curve
Fit
Fits - P
Programming
i
Curve Fitting - Continuous
Curve Fitting – Error Checking
Curve Fitting – Final Step
Curve Fitting - Piecewise
Curve Fitting Steps 2003
Curve Fitting Steps 2003 (cont.)
Curve Fitting Steps 2007
Customizing Look & Feel 2003
SLIDE
172
209
210
238
22
239
3
4
5
6
68
69
66
67
7
132
118
126
125
127
119
120
121
122
123
124
217
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TITLE
Debugging Tools
Description
DESIGN & BUILD
Distribution & Version Control
Documenting Data & Refrs
Documenting Data & Refrs (cont.)
Documenting Data & Refrs (cont.)
Equation Object
Equation Object - Installation
Equation Object (cont.)
(cont )
Example : Electronics Cooling
Excel + VBA
Excel 2007 – New Features
Excel 2007 VBA Changes
EXCEL REVIEW
Excel Size Limitations
Exercise 1: Convection Sheet
Exercise 1: Convection Sheet - Hints
Exercise 2: Convection VBA
Exercise 2: Convection VBA - Hints
Exercise 3: Fluid Properties
Exercise 3: Fluid Properties - Hints
Exercise 4: Condenser
Exercise 4: Condenser - Hints
Exercise 5: Properties Userform
p
Userform - Hints
Exercise 5: Properties
Exercise 5: Properties Userform (cont)
SLIDE
89
2
107
240
133
134
135
60
61
62
249
15
16
18
27
17
71
72
105
106
136
137
153
154
175
177
176
TITLE
Exercise 6: Pipe Design
Exercise 6: Pipe Design - Hints
Exercise 7: Optimize Pipe
Exercise 7: Optimize Pipe - Hints
Exercise 8: System Sheet
Exercise 8: System Sheet - Hints
Exporting & Importing Modules
Flexibility & Extensibility
For & Do Loops
Form vs ActiveX Controls
Format for Printing 2003
Format for Printing 2003 (cont.)
Format for Printing 2007
Function & Sub Tips
Functions
Functions – Database & External
Functions – Date & Time
Functions – Engineering
Functions – Engineering (cont)
Functions – Financial
Functions – Financial (cont)
Functions – Financial (cont)
Functions – Information & Logical
Functions – Lookup & Reference
Functions - Math
Functions – Math ((cont))
Functions – Math (cont)
SLIDE
212
213
232
233
256
257
241
250
202
70
251
252
253
88
81
57
56
44
45
50
51
52
55
54
41
42
43
TITLE
SLIDE
Functions - Statistics
46
Functions – Statistics (cont)
47
48
49
Functions – Text & Data
53
Functions - Using
39
Functions - Using (cont.)
40
Functions (Built-In)
38
Functions (cont.)
82
Functions (cont.)
(cont )
83
Functions vs Subs
87
Getting Started with Excel 2007 21
Goal Seek
193
Goal Seek (cont.)
196
Goal Seek 2003
194
Goal Seek 2007
195
Graphics - Manipulating
142
Graphics (cont.)
65
Graphics 2003
63
Graphics 2007
64
Help - Excel 2003
101
Help - Excel 2007
102
Help - VBA
103
Hiding & Locking Cells
246
Hiding Rows & Columns
244
Hiding
g Worksheets
245
Hyperlinks
146
38
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TITLE
Hyperlinks (cont.)
IF Statements
Index
Index
Index
Index
Instructor Bio
Integration with Other Docs
Interdisciplinary Models
Introductions
Learning Objectives
Macros - Editing
Manual Digitizing
Manual Digitizing (cont.)
g
Messages
Messages (cont.)
Model Definition
Modeling Options
Modifying Excel Features 2003
Modifying Excel Features 2007
Modules
Named Variables – Listing All
Names - Editing & Using 2003
Names Management 2007
Naming Cells & Ranges
g Many
y Cells 2003
Naming
Navigating Within Models
SLIDE
147
130
258
259
260
261
8
254
237
9
10
100
128
129
143
144
113
13
218
219
80
191
33
34
31
32
167
TITLE
Navigating Within Models (cont.)
Navigating Within Models (cont.)
Number Formats
Object Oriented Programming
Object Structure
Plots - Interactive
Programming Aids
Project & Properties
Project & Properties (cont.)
Protecting Sheets & Workbooks
Protecting VBA
Prototyping – Calculations
Prototyping – Inputs & Outputs
Prototyping – Last Step
Putting
g Excel & VBA Together
g
Recording Macros 2003
Recording Macros 2003 (cont.)
Recording Macros 2007
Recording Macros 2007 (cont.)
REFINE & OPTIMIZE
Reviving Legacy Excel Files
Scenario Summary
Scenarios
Scenarios – Setting Up (cont.)
Scenarios – Setting Up 2003
Scenarios – Setting
g Up
p 2007
Security Settings 2007
SLIDE
168
169
211
95
94
141
90
78
79
247
248
116
115
117
104
96
97
98
99
178
20
187
183
186
184
185
24
TITLE
SLIDE
Select Case
131
Sensitivity Analysis
192
Solver
220
Solver – Initial Use 2003
221
Solver – Initial Use 2007
222
Solver – Loading Models
229
Solver – Saving Models
228
Solver - Settings
223
Solver – Simple Example
224
Solver – Simple Example (cont) 225
Solver - Tips
230
Solver – Tips (cont)
231
Some Mac Tips
19
Start-Up Control
145
Strings (Characters)
255
Sub Procedures
84
Sub Procedures (cont.)
85
Sub Procedures (cont.)
86
Summary Automation
188
Summary Automation (cont.)
189
Summary Automation (cont.)
190
System Decomposition
114
Systems Diagrams
236
Topics:
p
Design
g & Build
11
Topics: Refine & Optimize
12
39
(isothermtech.com)
TITLE
SLIDE
User Forms
161
User Forms - Coding
162
User Forms – Coding (cont)
163
User Forms – More Controls
164
Userforms – Data Handling
165
Validation – Drop Down List
173
Variables - Declaring
91
Variables - Tips
93
Variables - Types
92
VBA – Accessing 2003
75
VBA – Accessing 2007
76
VBA Naming Conventions
166
Visual Basic Editor
77
VISUAL BASIC FOR APPLICATIONS (VBA 73
g & Error Messages
g
174
Warning
Workbook Environment
29
Worksheet Structure & Linking
58
TITLE
SLIDE
TITLE
SLIDE
40
(isothermtech.com)
Instructor Bio
Matthew E. Moran is the owner of Isotherm Technologies LLC
(www.isothermtech.com), a senior engineer at NASA, and an
instructor in the graduate school at Walsh University. Matt also
eac es engineering
e g ee g a
analysis
a ys s se
seminars
a s throughout
oug ou the
eU
U.S.
S He
e
teaches
has been a co-founder or key contributor to the start up of five high
tech businesses; and has worked with hundreds of organizations
of varying size, type and industry sector.
Matt has 27 years experience developing products and systems
for aerospace, electronics, military, and power generation
applications. He has created Excel/VBA thermal & fluid system
models for the Air Force,
Force Office of Naval Research,
Research Missile
Defense Agency, NASA, and many other organizations.
Matt is a Professional Engineer
g
((Ohio),
), with a B.S. & g
graduate
work in Mechanical Engineering, and an MBA in Systems
Management. He has published 39 papers, and has 3 patents and
the areas of thermal systems, cryogenics, MEMS/microsystems,
power g
p
generation systems,
y
, and electronics cooling.
g
41
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SAMPLER-Engineering Systems Modeling with Excel-VBA

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