Investalot is an Excel VBA application for a fictional investment company. It uses MS SQL Server for the database.
Investalot was written as an exercise to practise Excel VBA skills that I haven't used professionally for several years. SQL Server is present, but really only used as a data store. The premise of the project, that there is a single busy Excel VBA developer in a team of investment managers, is based on my actual experience in the London financial services industry, but for this project I toned down the finance-specific content from my previous job and tried to focus only on the Excel techniques.
This project was originally conceived as a guide, and I wrote several pages of explanations of thought processes and the techniques used. These are listed below.
Note that these pages were written when this project was intended to be a guide for inexperienced Excel developers. I have left them here in case they are still of value to someone.
|Project requirements and analysis||Read the project requirements as stated by the fictional client, and break them down into technical implications.|
|Tool selection and outline||Describe why we choose to use Excel to solve this problem, and outline how the tool should be structured.|
|Database design||Describes the analysis process which led to the database design and looks more closely at data types.|
|Excel structural basics||Explanations and tips about structuring an Excel application.|