https://github.com/fbarffmann/vba-challenge
Built an Excel VBA script to automate stock market analysis across multiple years. Programmatically calculated and visualized key financial metrics, reducing manual reporting time and improving data accuracy.
https://github.com/fbarffmann/vba-challenge
automation data-analysis excel excel-vba financial-analysis reporting stock-market vba
Last synced: 5 months ago
JSON representation
Built an Excel VBA script to automate stock market analysis across multiple years. Programmatically calculated and visualized key financial metrics, reducing manual reporting time and improving data accuracy.
- Host: GitHub
- URL: https://github.com/fbarffmann/vba-challenge
- Owner: fbarffmann
- Created: 2024-05-09T21:59:36.000Z (over 1 year ago)
- Default Branch: main
- Last Pushed: 2025-04-13T13:01:52.000Z (8 months ago)
- Last Synced: 2025-04-24T01:17:37.286Z (8 months ago)
- Topics: automation, data-analysis, excel, excel-vba, financial-analysis, reporting, stock-market, vba
- Language: Rich Text Format
- Homepage:
- Size: 36.9 MB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# VBA Stock Data Analysis
This project uses VBA (Visual Basic for Applications) within Excel to analyze multi-year stock market data. The goal was to automate data analysis processes, summarize stock performance, and visualize trends across multiple worksheets efficiently.
## Project Overview
The VBA script automates the following tasks:
- Loops through multiple worksheets containing stock data.
- Calculates yearly stock performance metrics:
- Total Stock Volume
- Yearly Change in Stock Price
- Percent Change in Stock Price
- Applies conditional formatting for positive/negative changes.
- Outputs a summary table of key metrics for each stock ticker.
## Tools & Technologies Used
- VBA (Visual Basic for Applications)
- Excel (.xlsm)
- Excel Conditional Formatting
- Excel Formulas & Functions
## File Structure
```text
Resources/
├── Multiple_year_stock_data.xlsm - Main Excel workbook with VBA code
├── alphabetical_testing.xlsx - Data file for testing
Screenshots/
├── Multiple_Year_Stock_Data_Q1.png
├── Multiple_Year_Stock_Data_Q2.png
├── Multiple_Year_Stock_Data_Q3.png
├── Multiple_Year_Stock_Data_Q4.png
VBA Script/
├── Multiple_Year_Stock_Data_Script.bas - VBA code script
```
## Skills Demonstrated
- Automating repetitive Excel tasks with VBA
- Writing loops and conditional logic in VBA
- Summarizing large datasets programmatically
- Applying conditional formatting dynamically
- Structuring clean and modular code
## Sample Output
Visualizations of the summary output per quarter:
## Key Takeaways
- Automating stock analysis saves time and reduces errors compared to manual calculations.
- VBA is powerful for data manipulation and reporting within Excel.
- Visualizing stock performance across multiple years provides clearer insights for decision making.