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ATI Course Schedule:
ATI's Engineering Systems
Modeling with Excel / VBA
Professional Development Short Course On:
Engineering Systems Modeling with Excel / VBA
Instructor:
Matthew E. Moran, PE
Register online at www.ATIcourses.com or call ATI at 888.501.2100 or 410.956.8805 Vol. 98 – 49
Course Outline
1. Excel/VBA Review. Excel capabilities. Visual Basic
for Applications (VBA). Input/output (I/O) basics.
Integrating functions & subroutines.
2. Identifying Scope & Capabilities. Defining model
requirements. Project scope. User inputs. Model outputs.
3. Quick Prototyping. Creating key functions. Testing
I/O & calculations. Confirming overall approach.
4. Defining Model Structure. Refining model
architecture. Identifying input mechanisms. Defining
output data & graphics.
5. Designing Graphical User Interfaces. Using
ActiveX controls. Custom user-forms. Creating system
diagrams & other graphics. Model navigation.
6. Building & Tuning the VBA Engine. Programming
techniques. VBA integrated development environment.
Best practices for performance.
7. Customizing Output Results. Data tables. Plots.
Interactive output.
8. Exploiting Built-in Excel Functions. Advanced
math functions. Data handling.
9. Integrating External Data. Retrieving online data.
Array handling. Curve fitting.
10. Adding Interdisciplinary Capabilities. Integrating
other technical analyses. Financial/cost models.
11. Unleashing GoalSeek & Solver. Single variable,
single target using GoalSeek. Multivariable optimization
using Solver.
12. Incorporating Scenarios. Comparing multiple
designs. Tradeoff comparisons. Parameter sensitivities.
Quick what-if evaluations.
13. Documentation, References, & Links.
Documenting inputs, methodology, and results.
Incorporating references. Adding links to files & online
data.
14. Formatting & Protection. Optimizing formatting for
reporting. Protecting algorithms & proprietary data.
Distribution tips.
15. Flexibility, Standardization, & Configuration
Control. Building user flexibility and extensibility.
Standardizing algorithms. Version & configuration control.
16. Other Useful Tips & Tricks. Practical hands-on
techniques & tips.
17. Application Topics. Tailored to participant
interests.
This course will provide the knowledge and
methods to create custom engineering system
models for analyzing conceptual designs,
performing system trades, and optimizing system
performance with Excel/VBA.
Instructor
Matthew E. Moran, PE is the owner of
Isotherm Technologies LLC, a Senior Engineer
at NASA, and an instructor in the graduate
school at Walsh University. He has 27 years
experience developing products and systems for
aerospace, electronics, military, and power
generation applications. He has created Excel /
VBA engineering system models for the Air
Force, Office of Naval Research, Missile
Defense Agency, NASA, and other
organizations. Matt is a Professional Engineer
(Ohio), with a B.S. & graduate work in
Mechanical Engineering, and an MBA in
Systems Management. He has published 39
papers, and has 3 patents, in the areas of
thermal systems, cryogenics, MEMS /
microsystems, power generation systems, and
electronics cooling.
September 29-30, 2009
Dayton, Ohio
November 18-19, 2009
Beltsville, Maryland
$990 (8:30am - 4:30pm)
"Register 3 or More & Receive $10000
each
Off The Course Tuition."
Summary
This two-day course is for engineers, scientists,
and others interested in developing custom
engineering system models. Principles and
practices are established for creating integrated
models using Excel and its built - in programming
environment, Visual Basic for Applications (VBA).
Real-world techniques and tips not found in any
other course, book, or other resource are revealed.
Step - by - step implementation, instructor - led
interactive examples, and integrated participant
exercises solidify the concepts introduced.
Application examples are demonstrated from the
instructor’s experience in unmanned underwater
vehicles, LEO spacecraft, cryogenic propulsion
systems, aerospace & military power systems,
avionics thermal management, and other projects.
Engineering Systems Modeling
With Excel / VBA
What You Will Learn
• Exploit the full power of Excel for building
engineering system models..
• Master the built-in VBA programming environment.
• Implement advanced data I/O, manipulation,
analysis, and display.
• Create full featured graphical interfaces and
interactive content.
• Optimize performance for multi-parameter systems
and designs.
• Integrate interdisciplinary and multi-physics
capabilities.
Recent attendee comments ...
"Lots of useful information, and a good
combination of lecture and hands-on."
"Great detail…informative and responsive
to questions. Offered lots of useful info to
use beyond the class."
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Email: ATI@ATIcourses.com
(isothermtech.com)
Description
These sample slides are excerpted from the 2-day short
course entitled “Engineering Systems Modeling with
Excel/VBA” The course provides in-depth details on the
Excel/VBA . The course provides in depth details on the
principles, practices, and implementation of Excel and its
integrated programming environment, Visual Basic for
Applications (VBA) for engineering analysis & modeling
Applications (VBA), for engineering analysis & modeling.
For upcoming public offerings of the course and other
p g p g
related information, please visit www.aticourses.com or
www.isothermtech.com. To receive a monthly email
newsletter that includes Excel/VBA techniques & tips,
q p ,
please send an email to info@isothermtech.com with
“Newsletter” in the subject field, and your contact
information in the body (a typical signature block is
© 2009 Matthew E. Moran 2
information in the body (a typical signature block is
sufficient).
(isothermtech.com)
Course Summary
Thi ill id th
This course will provide the
knowledge and methods
to create custom thermal
& fluid system models
& fluid system models
for…
¾ Analyzing conceptual
y g p
designs
¾ Performing system trades
¾ Simulating operation
¾ Optimizing system
performance
© 2009 Matthew E. Moran 3
…with Excel/VBA.
(isothermtech.com)
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
• Implement advanced data I/O,
manipulation, analysis, and
display
• Create full featured graphical
interfaces and interactive content
• Optimize performance for multi-
• Optimize performance for multi-
parameter systems and designs
• Integrate interdisciplinary
© 2009 Matthew E. Moran 4
capabilities into thermal & fluid
models
(isothermtech.com)
Topics: Design & Build
1. Excel/VBA Review
2. Identifying Scope & Capabilities
2. Identifying Scope & Capabilities
3. Quick Prototyping
4. Defining Model Structure
4. Defining Model Structure
5. Designing Graphical User
Interfaces
6. Building & Tuning the VBA
Engine
7. Customizing Output Results
8. Exploiting Built-in Excel
F ti
© 2009 Matthew E. Moran 5
Functions
(isothermtech.com)
Topics: Refine & Optimize
9. Integrating External Data
10. Adding Interdisciplinary
Capabilities
Capabilities
11. Unleashing GoalSeek &
Solver
12. Incorporating Scenarios
13. Documentation, References, &
Li k
Links
14. Formatting & Protection
15 Flexibility Standardization &
15. Flexibility, Standardization, &
Configuration Control
16. Other Useful Tips & Tricks
© 2009 Matthew E. Moran 6
p
17. Application Topics
(isothermtech.com)
Modeling Options
BILITY
Finite element
CFD codes
AVAILAB
Application
focused
d
Finite element,
finite difference
codes
T,
LESS
A
Custom or
in-house
codes
ER
COST
in house
programs
Math computations
s/w (incl Excel/VBA)
HIGHER COMPLEXITY LOWER EASE OF USE
HIGHE
Hand
calculations
© 2009 Matthew E. Moran 7
HIGHER COMPLEXITY, LOWER EASE OF USE
(isothermtech.com)
Advantages of Excel/VBA
FEATURES & BENEFITS TECHNICAL APPLICATIONS
FEATURES & BENEFITS
• Flexibility & customization
• Built-in math functions
TECHNICAL APPLICATIONS
• Automating, standardizing,
& documenting repetitive
Built in math functions
• Data I/O, manipulation &
display
• Full featured GUI tools
g p
calculations
• Performing what-ifs &
inverse solutions
• Rapid analytical
• Integrated programming
language & development
environment
• Multi-parameter solver
• Rapid analytical
prototyping
• Exploring conceptual
designs/systems
Multi parameter solver
• Ubiquitous installed user
base
• Familiarity & ease of use
• System trades and
parameter sensitivities
• Precursor, complementary,
and/or check for more high
• Interdisciplinary
capabilities (incl financial)
• Enable rapid exploration
of design variations
and/or check for more high
fidelity analyses
• Multidisciplinary
interactions (including
costing)
© 2009 Matthew E. Moran 8
of design variations costing)
(isothermtech.com)
Functions (Built-In)
• Excel has many useful
built-in functions under a
variety of categories
• These functions can be
invoked from the
worksheet side by
y
selecting a cell and
clicking the “fx” icon or
“Insert-Function…” from
th b
the menu bar
• Many functions also exist
on the VBA side,
lth h th t
although the syntax may
be different (check the
VBA help menu)
Source: “Help - Microsoft Excel Help - Table of
Contents - Working with Data - Function Reference”
© 2009 Matthew E. Moran 9
TIP: Worksheet side functions can be accessed in VBA by using the syntax:
“VBAvariable = Application.WorksheetFunction.FunctionName(Arg1, Arg2,….)”
(isothermtech.com)
Graphics
• Objects can be placed
• Objects can be placed
anywhere on the sheet
• Fill patterns & colors can be
added from the Drawing
toolbar
• When an object is selected,
When an object is selected,
editing circles appear
around the object and can
be used to size, rotate, or
th i dit th bj t
otherwise edit the object
• “Connectors” can be added
that will follow the objects
j
wherever they move
TIP: To prevent a graphic from being changed when cells are re-sized,
© 2009 Matthew E. Moran 10
right click on the graphic, select “Format Autoshape…”, select the
“Properties” tab, and select “Don’t move or size with cells”
(isothermtech.com)
Visual Basic Editor
Project
window
h
VBA
menu bar
includes
shows
workbook
objects,
userforms,
includes
debugger
and other
VBA
use o s,
& modules unique
picks
Properties
window
shows
Main
window
displays
shows
properties
of selected
object
displays
userform,
VBA code
modules,
© 2009 Matthew E. Moran 11
j
etc.
(isothermtech.com)
Project & Properties
Excel objects
Excel objects
(workbooks,
spreadsheets, etc.)
Userforms (see
blank one to the
right with toolbox
right with toolbox
for adding controls)
Modules (This is
Modules (This is
where the VBA
code is contained)
Properties of
selected object (a
THIS WINDOW DISPLAYS
WHATEVER VBA OBJECT
IS BEING EDITED (a
© 2009 Matthew E. Moran 12
j (
userform in this
case)
(
userform in this case)
(isothermtech.com)
Functions vs Subs
Capabilities Function Sub
Capabilities Function Sub
Pass variables in Yes Yes
Pass variable out (incl array) Yes No
Modify worksheet objects & No Yes
Modify worksheet objects &
properties (incl cell values)
No Yes
Call from a cell Yes No
Call from a cell Yes No
Run on an event (e.g. click) No Yes
Accessible as a user defined
function (“fx” icon)
Yes No
© 2009 Matthew E. Moran 13
Accessible as a macro No Yes*
* If no variables are passed into the sub
(isothermtech.com)
Object Structure
• Excel uses an object
• Excel uses an object
oriented structure
• Objects can have a
ll i f b bj
collection of sub-objects
(e.g. Workbook-
Worksheets-Range)
g )
• Properties define the
characteristics of an
object (e g Value)
object (e.g. Value)
• Methods are member
functions of the
li ti bj t (
application object (e.g.
Activate)
• Events are actions that
© 2009 Matthew E. Moran 14
Source: Excel Help (VBA)
can be taken on an
object (e.g. Open)
(isothermtech.com)
Object Oriented Programming
• Virtually any “object” in the
Virtually any 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
• Properties can be read into a
variable by setting the
property equal to the variable
name
name
• Some properties can be
written to by setting the
property equal to a value or
property equal to a value or
variable
• Select “View-Object Browser”
and choose “Application”
NOTE: The scope of this course allows only a
limited introduction to this extensive topic.
© 2009 Matthew E. Moran 15
and choose Application
under Classes to see the
many objects that can be
manipulated
limited introduction to this extensive topic.
Programming methods most applicable to
engineering models will be the primary focus.
(isothermtech.com)
Putting Excel & VBA Together
Guidelines for integrating
Excel & VBA in thermal &
fl id t d l
• Use Excel as the interface
between the model and the user
fluid systems models:
between the model and the user
– Input & output management
– Decompose subsystems and/or
components in separate
components in separate
worksheets
– Customize for intuitiveness &
performance
• Use VBA as the
numerical/algorithms engine:
– Calculations iteration decision
© 2009 Matthew E. Moran 16
Calculations, iteration, decision
flow, loops, etc.
– Custom userforms
(isothermtech.com)
Model Definition
• Who will be using the model?
– only the developer
– one well defined customer/user
END USER(S) &
CONFIGURATION
CONTROL – user group
– corporate wide distribution
– unlimited distribution
• What results do they need?
CONTROL
What results do they need?
– single point design
– design trades
– system simulation
t ti i ti
SCOPE &
REQUIREMENTS
– system optimization
• What parameters do they want to vary?
– raw inputs
– statistical variations
CAPABILITIES
& INTERFACES
– design perturbations
• Who is developing the model?
– one person
2 or 3 people
& INTERFACES
STANDARDS &
© 2009 Matthew E. Moran 17
– 2 or 3 people
– more than 10 people
– multiple organizations
WORK FLOW
(isothermtech.com)
System Decomposition
S t b
• Systems can be
decomposed in
Excel using
diff t
different
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
aid in documenting
and navigating
within system
models: Diagrams,
© 2009 Matthew E. Moran 18
models: Diagrams,
Navigation Objects,
and Outlines
NOTE: Can also add a parent level by creating
& linking multiple workbooks
(isothermtech.com)
Start-Up Control
• The way a workbook is
y
displayed when it
opens can be
controlled
Open the VBA Editor
• Open the VBA Editor
• Double click on “This
Workbook” in the VBA
Project window
Project window
• Select “Workbook” in
the first drop down
window, and “Open” in
th d
the second
• Add code to control
how the workbook
opens
The above code displays
a startup message, opens
• Other events can have
code attached by
selecting them from the
p g ,
makes Sheet1 active,
zooms in to fill the
screen with columns A to
M and selects cell A1
© 2009 Matthew E. Moran 19
g
second drop down
menu (e.g. closing the
workbook)
M, and selects cell A1
(isothermtech.com)
Hyperlinks
To hyperlink an image or cell to a
To hyperlink an image or cell to a
target location:
1 Ri ht li k th l t d i
1. Right click on the selected image
or cell & select “Hyperlink”
2. Choose what type of link you
want to create and its location
© 2009 Matthew E. Moran 20
(isothermtech.com)
User Forms
• User Forms are created
User Forms are created
on the VBA side by
selecting “Insert-
U F ”
UserForm”
• A Forms folder appears
in the Project window
in the Project window
containing a new
UserForm
• ActiveX controls can be
added by selecting them
and dragging on the
and dragging on the
UserForm to place them
TIP: The name of the UserForm and all objects on it can be
© 2009 Matthew E. Moran 21
TIP: The name of the UserForm and all objects on it can be
modified within the Properties window
(isothermtech.com)
Scenarios
• Excel “Scenarios” tool
can be used to explore
p
and document changes
to system/design
parameters
parameters
• Can be automated with
VBA to add design
VBA to add design
points with the push of
a button
• All named variables for
a given design can also
be output
© 2009 Matthew E. Moran 22
be output
(isothermtech.com)
Sensitivity Analysis
• Analysis of the sensitivity
of various model
parameters can be done
parameters can be done
quickly in Excel
• Use model to generate a
table of performance
table of performance
results while varying one
parameter at a time
• Plot results to explore
• Plot results to explore
sensitivity of performance
to key parameters
• A similar approach can be
• A similar approach can be
used to investigate
process variability in
parameters (e g
© 2009 Matthew E. Moran 23
parameters (e.g.
manufacturing tolerances)
(isothermtech.com)
Goal Seek
• Goal Seek is a
• Goal Seek is a
simple and easy
tool for finding a
desired value
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
variable at a time
• Example: What flow
velocity will yield
the maximum
© 2009 Matthew E. Moran 24
the maximum
allowable pressure
drop?
(isothermtech.com)
Solver
S l i f l
• Solver is a very powerful
tool for multi-parameter
optimization
• Unfortunately
• Unfortunately,
documentation in Excel is
not comprehensive
• Can be run in real time or
Can be run in real time or
automated using VBA
• Note: must select “VBA-
Tools-References” and
check “Solver” if
automated (not covered
in this course)
• Is actually a third-party
add-in from Frontline
Systems
Man other 3rd part
© 2009 Matthew E. Moran 25
• Many other 3rd party
optimization Add-Ins are
available
(isothermtech.com)
Interdisciplinary Models
Example of functions from one model:
• Excel is inherently
“blind” to the
discipline being
'PARTIAL PRESSURE OF WATER USING ANTOINE EQN
(AND DEW POINT) Function WaterPP(CellTemp)…
'VOLTAGE PER CELL Function Vcell(CurrentDens,
Example of functions from one model:
d sc p e be g
modeled
• This flexibility allows
the developer to
CellResist, RT_nFAnode, iOAnode, TafelSlopeCathode,
iOCathode, LimitingCurrent, Voc)…
'STRESS CALCULATION FOR WALL THICKNESS OF A
TANK Function WallT(units, material, pressure, diam,
the developer to
integrate other
technical disciplines
into the model
safetyfactor)…
'WALL THICKNESS CALCULATION FOR BUCKLING
LOAD (Refr: John F. Harvey, 1985) Function
BuckleThick(units, material, pressure, diam, length,
f t f t )
wherever and
however is most
effective
safetyfactor)…
'SPHERICAL TANK INTERNAL SURFACE AREA Function
SphArea(diameter)…
'SPHERICAL TANK MASS Function SphMass(units,
• The interaction
between disciplines
is especially valuable
t i l t (
p ( ,
diameter, wallthick, material)
'HEAT LEAK INTO SPHERICAL TANK Function
SphHeat(units, diami, MLIfactor, area%, sinktemp, fluidtemp,
MLIlayers, foamthick, wallthick)…
© 2009 Matthew E. Moran 26
to simulate (e.g.
“multiphysics”)
y )
'ASSIGNMENT OF FLUID ID # FOR GASPAK
PROPERTIES Function FluidID(fluid)…
(isothermtech.com)
Collaboration Lessons Learned
A t d li t t & h
• Agree to modeling strategy & approach
upfront, and enforce it
• Insure all contributors have the skills to
implement adopted techniques
Subsystem 1
(Sheet1)
Subsystem 2
(Sheet2)
p p q
• If possible, have individual contributors
work on separate subsystem
worksheets
• Have a single person do system
• Have a single person do system
integration of the workbook
• Implement configuration & version
control techniques
System
(Workbook)
• Consider using file storage &
management systems that “check-out”
documents to insure only one person is
working on it at any given time
g y g
• Look to the “open source” development
community for more advanced
techniques (e.g. Apache, Linux, Open
Office, etc.)
Subsystem 3
(Sheet3)
Subsystem 4
(Sheet 4)
© 2009 Matthew E. Moran 27
Office, etc.)
(isothermtech.com)
Distribution & Version Control
• Use a version numbering
system to save
modifications
Development
Versions
– Development versions
can be saved as 1.1, 1.2,
1.3, etc. (archive these if
Versions
(e.g. 1.1, 1.2,…)
necessary)
– Released versions can
be saved as 1.0, 2.0, 3.0,
t (k i f th
Release for
Distribution
(e g 2 0)
etc. (keep copies of these
on hand for support
questions)
E l
(e.g. 2.0)
• Examples
– ThermalModel_v2.5 is a
development version
Development
Versions
(e g 2 1 2 2 )
© 2009 Matthew E. Moran 28
p
– ThermalModel_v3.0 is
the third release
(e.g. 2.1, 2.2,…)
(isothermtech.com)
Exporting & Importing Modules
• VBA modules can
be exported to a file
for archiving or to
for archiving or to
use for a library of
standard codes
Cli k th d l
• Click on the module
to be exported,
then select “File-
Export File…”
• The text file can be
imported into any
imported into any
VBA module folder
by selecting “File-
I t Fil ”
© 2009 Matthew E. Moran 29
Import File…”
(isothermtech.com)
Flexibility & Extensibility
• Excel is an ideal
• Excel is an ideal
environment for allowing
users to add custom
content to a standardized
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
© 2009 Matthew E. Moran 30
settings, developer can
control which features to
allow user to customize
(isothermtech.com)
Example: Simple Calc Sheet
© 2009 Matthew E. Moran 31
(isothermtech.com)
Example: Another Calc Sheet
© 2009 Matthew E. Moran 32
(isothermtech.com)
Example: Multilayer Insulation
© 2009 Matthew E. Moran 33
(isothermtech.com)
Example: SOTV Spacecraft
© 2009 Matthew E. Moran 34
(isothermtech.com)
Example: Cryo Tank Design
© 2009 Matthew E. Moran 35
(isothermtech.com)
Example: Fuel Cell System
© 2009 Matthew E. Moran 36
(isothermtech.com)
Index for Full 2-Day Course
TITLE SLIDE TITLE SLIDE TITLE SLIDE
ActiveX Controls 2003 148 Application: Multilayer Insulation 155 Cell Validation (cont.) 172
ActiveX Controls 2003 (cont.) 150 Application: Multilayer Insulation (c 156 Cells – Reading Data 209
ActiveX Controls 2007 149 Application: Multilayer Insulation (c 157 Cells – Writing Data 210
Add-Ins (Built-In) 35 Application: Multilayer Insulation (c 158 Collaboration Lessons Learned 238
Add-Ins (Custom) - Loading 243 Application: Multilayer Insulation (c 159 Command Guide 2003 to 2007 22
Add-Ins (Custom) - Loading 243 Application: Multilayer Insulation (c 159 Command Guide 2003 to 2007 22
Add-Ins (Custom) - Saving 242 Application: Multilayer Insulation (c 160 Configuration Control 239
Advantages of Excel/VBA 14 Application: Simple Calc Sheet 28 Contents 3
Analysis ToolPak 2003 36 Application: SOTV Spacecraft 197 Contents 4
Analysis ToolPak 2007 37 Application: SOTV Spacecraft (con 198 Contents 5
Application: Another Calc Sheet 74 Application: SOTV Spacecraft (con 199 Contents 6
(
Application: Cryo Tank Design 214 Application: SOTV Spacecraft (con 200 Control Toolbox (cont.) 68
Application: Cryo Tank Design 215 Application: SOTV Spacecraft (con 201 Control Toolbox (cont.) 69
Application: Cryo Tank Design (c 216 Arrays - Creating 204 Control Toolbox 2003 66
Application: Fuel Cell 234 Arrays - Dynamic 208 Control Toolbox 2007 67
Application: Fuel Cell (cont) 235 Arrays – From Worksheet 206 Course Summary 7
A li ti H t L k 108 A I t 203 C Fit P i 132
Application: Heat Leak 108 Arrays - Intro 203 Curve Fits - Programming 132
Application: Heat Leak (cont) 109 Arrays – Passing in VBA 205 Curve Fitting - Continuous 118
Application: Heat Leak (cont) 110 Arrays – To Worksheet 207 Curve Fitting – Error Checking 126
Application: Heat Leak (cont) 111 Autofill & Absolute Refrs 30 Curve Fitting – Final Step 125
Application: Heat Leak (cont) 112 Basic Settings – Options 2003 26 Curve Fitting - Piecewise 127
Application: MEMS HX 179 Basic Settings - Security 2003 25 Curve Fitting Steps 2003 119
Application: MEMS HX 179 Basic Settings Security 2003 25 Curve Fitting Steps 2003 119
Application: MEMS HX (cont) 180 Basic Settings 2007 23 Curve Fitting Steps 2003 (cont.) 120
Application: MEMS HX (cont) 181 Buttons 151 Curve Fitting Steps 2003 (cont.) 121
Application: MEMS HX (cont) 182 Buttons (cont.) 152 Curve Fitting Steps 2007 122
Application: Microsystem 138 Cell Comments 170 Curve Fitting Steps 2007 (cont.) 123
Application: Microsystem (cont) 139 Cell Formatting 59 Curve Fitting Steps 2007 (cont.) 124
© 2009 Matthew E. Moran 37
Application: Microsystem (cont) 140 Cell Validation 171 Customizing Look & Feel 2003 217
(isothermtech.com)
Index for Full 2-Day Course
TITLE SLIDE TITLE SLIDE TITLE SLIDE
Debugging Tools 89 Exercise 6: Pipe Design 212 Functions - Statistics 46
Description 2 Exercise 6: Pipe Design - Hints 213 Functions – Statistics (cont) 47
DESIGN & BUILD 107 Exercise 7: Optimize Pipe 232 Functions – Statistics (cont) 48
Distribution & Version Control 240 Exercise 7: Optimize Pipe - Hints 233 Functions – Statistics (cont) 49
Documenting Data & Refrs 133 Exercise 8: System Sheet 256 Functions – Text & Data 53
Documenting Data & Refrs (cont.) 134 Exercise 8: System Sheet - Hints 257 Functions - Using 39
Documenting Data & Refrs (cont.) 135 Exporting & Importing Modules 241 Functions - Using (cont.) 40
Equation Object 60 Flexibility & Extensibility 250 Functions (Built-In) 38
Equation Object - Installation 61 For & Do Loops 202 Functions (cont.) 82
Equation Object (cont ) 62 Form vs ActiveX Controls 70 Functions (cont ) 83
Equation Object (cont.) 62 Form vs ActiveX Controls 70 Functions (cont.) 83
Example : Electronics Cooling 249 Format for Printing 2003 251 Functions vs Subs 87
Excel + VBA 15 Format for Printing 2003 (cont.) 252 Getting Started with Excel 2007 21
Excel 2007 – New Features 16 Format for Printing 2007 253 Goal Seek 193
Excel 2007 VBA Changes 18 Function & Sub Tips 88 Goal Seek (cont.) 196
EXCEL REVIEW 27 Functions 81 Goal Seek 2003 194
Excel Size Limitations 17 Functions – Database & External 57 Goal Seek 2007 195
Exercise 1: Convection Sheet 71 Functions – Date & Time 56 Graphics - Manipulating 142
Exercise 1: Convection Sheet - Hints 72 Functions – Engineering 44 Graphics (cont.) 65
Exercise 2: Convection VBA 105 Functions – Engineering (cont) 45 Graphics 2003 63
Exercise 2: Convection VBA - Hints 106 Functions – Financial 50 Graphics 2007 64
Exercise 3: Fluid Properties 136 Functions Financial (cont) 51 Help Excel 2003 101
Exercise 3: Fluid Properties 136 Functions – Financial (cont) 51 Help - Excel 2003 101
Exercise 3: Fluid Properties - Hints 137 Functions – Financial (cont) 52 Help - Excel 2007 102
Exercise 4: Condenser 153 Functions – Information & Logical 55 Help - VBA 103
Exercise 4: Condenser - Hints 154 Functions – Lookup & Reference 54 Hiding & Locking Cells 246
Exercise 5: Properties Userform 175 Functions - Math 41 Hiding Rows & Columns 244
Exercise 5: Properties Userform - Hints 177 Functions – Math (cont) 42 Hiding Worksheets 245
© 2009 Matthew E. Moran 38
p ( ) g
Exercise 5: Properties Userform (cont) 176 Functions – Math (cont) 43 Hyperlinks 146
(isothermtech.com)
Index for Full 2-Day Course
TITLE SLIDE TITLE SLIDE TITLE SLIDE
Hyperlinks (cont.) 147 Navigating Within Models (cont.) 168 Select Case 131
IF Statements 130 Navigating Within Models (cont.) 169 Sensitivity Analysis 192
Index 258 Number Formats 211 Solver 220
Index 259 Object Oriented Programming 95 Solver – Initial Use 2003 221
Index 260 Object Structure 94 Solver – Initial Use 2007 222
Index 261 Plots - Interactive 141 Solver – Loading Models 229
Instructor Bio 8 Programming Aids 90 Solver – Saving Models 228
Integration with Other Docs 254 Project & Properties 78 Solver - Settings 223
Interdisciplinary Models 237 Project & Properties (cont.) 79 Solver – Simple Example 224
Introductions 9 Protecting Sheets & Workbooks 247 Solver Simple Example (cont) 225
Introductions 9 Protecting Sheets & Workbooks 247 Solver – Simple Example (cont) 225
Learning Objectives 10 Protecting VBA 248 Solver – Simple Example (cont) 226
Macros - Editing 100 Prototyping – Calculations 116 Solver – Simple Example (cont) 227
Manual Digitizing 128 Prototyping – Inputs & Outputs 115 Solver - Tips 230
Manual Digitizing (cont.) 129 Prototyping – Last Step 117 Solver – Tips (cont) 231
Messages 143 Putting Excel & VBA Together 104 Some Mac Tips 19
g g g
Messages (cont.) 144 Recording Macros 2003 96 Start-Up Control 145
Model Definition 113 Recording Macros 2003 (cont.) 97 Strings (Characters) 255
Modeling Options 13 Recording Macros 2007 98 Sub Procedures 84
Modifying Excel Features 2003 218 Recording Macros 2007 (cont.) 99 Sub Procedures (cont.) 85
Modifying Excel Features 2007 219 REFINE & OPTIMIZE 178 Sub Procedures (cont.) 86
Modules 80 Reviving Legacy Excel Files 20 Summary Automation 188
Modules 80 Reviving Legacy Excel Files 20 Summary Automation 188
Named Variables – Listing All 191 Scenario Summary 187 Summary Automation (cont.) 189
Names - Editing & Using 2003 33 Scenarios 183 Summary Automation (cont.) 190
Names Management 2007 34 Scenarios – Setting Up (cont.) 186 System Decomposition 114
Naming Cells & Ranges 31 Scenarios – Setting Up 2003 184 Systems Diagrams 236
Naming Many Cells 2003 32 Scenarios – Setting Up 2007 185 Topics: Design & Build 11
© 2009 Matthew E. Moran 39
g y g p p g
Navigating Within Models 167 Security Settings 2007 24 Topics: Refine & Optimize 12
(isothermtech.com)
Index for Full 2-Day Course
TITLE SLIDE TITLE SLIDE 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 2003 75
VBA – Accessing 2007 76
VBA Naming Conventions 166
Visual Basic Editor 77
VISUAL BASIC FOR APPLICATIONS (VBA 73
Warning & Error Messages 174
g g
Workbook Environment 29
Worksheet Structure & Linking 58
© 2009 Matthew E. Moran 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
teaches engineering analysis seminars throughout the U.S. He
eac es e g ee g a a ys s se a s oug ou e U S e
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 Office of Naval Research Missile
models for the Air Force, Office of Naval Research, Missile
Defense Agency, NASA, and many other organizations.
Matt is a Professional Engineer (Ohio), with a B.S. & graduate
g ( ), g
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 generation systems, and electronics cooling.
© 2009 Matthew E. Moran 41
p g y , g
You have enjoyed ATI's preview of
Engineering Systems Modeling with Excel / VBA
http://www.aticourses.com/wordpress-2.7/weblog1/
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ATI Courses Professional Development Short Course Engineering Systems Modeling With Excel V B A Sampler

  • 1. http://www.ATIcourses.com/schedule.htm http://www.aticourses.com/Engineering_Systems_Modeling_with_Excel_VBA.html ATI Course Schedule: ATI's Engineering Systems Modeling with Excel / VBA Professional Development Short Course On: Engineering Systems Modeling with Excel / VBA Instructor: Matthew E. Moran, PE
  • 2. Register online at www.ATIcourses.com or call ATI at 888.501.2100 or 410.956.8805 Vol. 98 – 49 Course Outline 1. Excel/VBA Review. Excel capabilities. Visual Basic for Applications (VBA). Input/output (I/O) basics. Integrating functions & subroutines. 2. Identifying Scope & Capabilities. Defining model requirements. Project scope. User inputs. Model outputs. 3. Quick Prototyping. Creating key functions. Testing I/O & calculations. Confirming overall approach. 4. Defining Model Structure. Refining model architecture. Identifying input mechanisms. Defining output data & graphics. 5. Designing Graphical User Interfaces. Using ActiveX controls. Custom user-forms. Creating system diagrams & other graphics. Model navigation. 6. Building & Tuning the VBA Engine. Programming techniques. VBA integrated development environment. Best practices for performance. 7. Customizing Output Results. Data tables. Plots. Interactive output. 8. Exploiting Built-in Excel Functions. Advanced math functions. Data handling. 9. Integrating External Data. Retrieving online data. Array handling. Curve fitting. 10. Adding Interdisciplinary Capabilities. Integrating other technical analyses. Financial/cost models. 11. Unleashing GoalSeek & Solver. Single variable, single target using GoalSeek. Multivariable optimization using Solver. 12. Incorporating Scenarios. Comparing multiple designs. Tradeoff comparisons. Parameter sensitivities. Quick what-if evaluations. 13. Documentation, References, & Links. Documenting inputs, methodology, and results. Incorporating references. Adding links to files & online data. 14. Formatting & Protection. Optimizing formatting for reporting. Protecting algorithms & proprietary data. Distribution tips. 15. Flexibility, Standardization, & Configuration Control. Building user flexibility and extensibility. Standardizing algorithms. Version & configuration control. 16. Other Useful Tips & Tricks. Practical hands-on techniques & tips. 17. Application Topics. Tailored to participant interests. This course will provide the knowledge and methods to create custom engineering system models for analyzing conceptual designs, performing system trades, and optimizing system performance with Excel/VBA. Instructor Matthew E. Moran, PE is the owner of Isotherm Technologies LLC, a Senior Engineer at NASA, and an instructor in the graduate school at Walsh University. He has 27 years experience developing products and systems for aerospace, electronics, military, and power generation applications. He has created Excel / VBA engineering system models for the Air Force, Office of Naval Research, Missile Defense Agency, NASA, and other organizations. Matt is a Professional Engineer (Ohio), with a B.S. & graduate work in Mechanical Engineering, and an MBA in Systems Management. He has published 39 papers, and has 3 patents, in the areas of thermal systems, cryogenics, MEMS / microsystems, power generation systems, and electronics cooling. September 29-30, 2009 Dayton, Ohio November 18-19, 2009 Beltsville, Maryland $990 (8:30am - 4:30pm) "Register 3 or More & Receive $10000 each Off The Course Tuition." Summary This two-day course is for engineers, scientists, and others interested in developing custom engineering system models. Principles and practices are established for creating integrated models using Excel and its built - in programming environment, Visual Basic for Applications (VBA). Real-world techniques and tips not found in any other course, book, or other resource are revealed. Step - by - step implementation, instructor - led interactive examples, and integrated participant exercises solidify the concepts introduced. Application examples are demonstrated from the instructor’s experience in unmanned underwater vehicles, LEO spacecraft, cryogenic propulsion systems, aerospace & military power systems, avionics thermal management, and other projects. Engineering Systems Modeling With Excel / VBA What You Will Learn • Exploit the full power of Excel for building engineering system models.. • Master the built-in VBA programming environment. • Implement advanced data I/O, manipulation, analysis, and display. • Create full featured graphical interfaces and interactive content. • Optimize performance for multi-parameter systems and designs. • Integrate interdisciplinary and multi-physics capabilities. Recent attendee comments ... "Lots of useful information, and a good combination of lecture and hands-on." "Great detail…informative and responsive to questions. Offered lots of useful info to use beyond the class." NEW!
  • 3. www.ATIcourses.com Boost Your Skills with On-Site Courses Tailored to Your Needs The Applied Technology Institute specializes in training programs for technical professionals. Our courses keep you current in the state-of-the-art technology that is essential to keep your company on the cutting edge in today’s highly competitive marketplace. Since 1984, ATI has earned the trust of training departments nationwide, and has presented on-site training at the major Navy, Air Force and NASA centers, and for a large number of contractors. Our training increases effectiveness and productivity. Learn from the proven best. For a Free On-Site Quote Visit Us At: http://www.ATIcourses.com/free_onsite_quote.asp For Our Current Public Course Schedule Go To: http://www.ATIcourses.com/schedule.htm 349 Berkshire Drive Riva, Maryland 21140 Telephone 1-888-501-2100 / (410) 965-8805 Fax (410) 956-5785 Email: ATI@ATIcourses.com
  • 4. (isothermtech.com) Description These sample slides are excerpted from the 2-day short course entitled “Engineering Systems Modeling with Excel/VBA” The course provides in-depth details on the Excel/VBA . The course provides in depth details on the principles, practices, and implementation of Excel and its integrated programming environment, Visual Basic for Applications (VBA) for engineering analysis & modeling Applications (VBA), for engineering analysis & modeling. For upcoming public offerings of the course and other p g p g related information, please visit www.aticourses.com or www.isothermtech.com. To receive a monthly email newsletter that includes Excel/VBA techniques & tips, q p , please send an email to info@isothermtech.com with “Newsletter” in the subject field, and your contact information in the body (a typical signature block is © 2009 Matthew E. Moran 2 information in the body (a typical signature block is sufficient).
  • 5. (isothermtech.com) Course Summary Thi ill id th This course will provide the knowledge and methods to create custom thermal & fluid system models & fluid system models for… ¾ Analyzing conceptual y g p designs ¾ Performing system trades ¾ Simulating operation ¾ Optimizing system performance © 2009 Matthew E. Moran 3 …with Excel/VBA.
  • 6. (isothermtech.com) 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 • Implement advanced data I/O, manipulation, analysis, and display • Create full featured graphical interfaces and interactive content • Optimize performance for multi- • Optimize performance for multi- parameter systems and designs • Integrate interdisciplinary © 2009 Matthew E. Moran 4 capabilities into thermal & fluid models
  • 7. (isothermtech.com) Topics: Design & Build 1. Excel/VBA Review 2. Identifying Scope & Capabilities 2. Identifying Scope & Capabilities 3. Quick Prototyping 4. Defining Model Structure 4. Defining Model Structure 5. Designing Graphical User Interfaces 6. Building & Tuning the VBA Engine 7. Customizing Output Results 8. Exploiting Built-in Excel F ti © 2009 Matthew E. Moran 5 Functions
  • 8. (isothermtech.com) Topics: Refine & Optimize 9. Integrating External Data 10. Adding Interdisciplinary Capabilities Capabilities 11. Unleashing GoalSeek & Solver 12. Incorporating Scenarios 13. Documentation, References, & Li k Links 14. Formatting & Protection 15 Flexibility Standardization & 15. Flexibility, Standardization, & Configuration Control 16. Other Useful Tips & Tricks © 2009 Matthew E. Moran 6 p 17. Application Topics
  • 9. (isothermtech.com) Modeling Options BILITY Finite element CFD codes AVAILAB Application focused d Finite element, finite difference codes T, LESS A Custom or in-house codes ER COST in house programs Math computations s/w (incl Excel/VBA) HIGHER COMPLEXITY LOWER EASE OF USE HIGHE Hand calculations © 2009 Matthew E. Moran 7 HIGHER COMPLEXITY, LOWER EASE OF USE
  • 10. (isothermtech.com) Advantages of Excel/VBA FEATURES & BENEFITS TECHNICAL APPLICATIONS FEATURES & BENEFITS • Flexibility & customization • Built-in math functions TECHNICAL APPLICATIONS • Automating, standardizing, & documenting repetitive Built in math functions • Data I/O, manipulation & display • Full featured GUI tools g p calculations • Performing what-ifs & inverse solutions • Rapid analytical • Integrated programming language & development environment • Multi-parameter solver • Rapid analytical prototyping • Exploring conceptual designs/systems Multi parameter solver • Ubiquitous installed user base • Familiarity & ease of use • System trades and parameter sensitivities • Precursor, complementary, and/or check for more high • Interdisciplinary capabilities (incl financial) • Enable rapid exploration of design variations and/or check for more high fidelity analyses • Multidisciplinary interactions (including costing) © 2009 Matthew E. Moran 8 of design variations costing)
  • 11. (isothermtech.com) Functions (Built-In) • Excel has many useful built-in functions under a variety of categories • These functions can be invoked from the worksheet side by y selecting a cell and clicking the “fx” icon or “Insert-Function…” from th b the menu bar • Many functions also exist on the VBA side, lth h th t although the syntax may be different (check the VBA help menu) Source: “Help - Microsoft Excel Help - Table of Contents - Working with Data - Function Reference” © 2009 Matthew E. Moran 9 TIP: Worksheet side functions can be accessed in VBA by using the syntax: “VBAvariable = Application.WorksheetFunction.FunctionName(Arg1, Arg2,….)”
  • 12. (isothermtech.com) Graphics • Objects can be placed • Objects can be placed anywhere on the sheet • Fill patterns & colors can be added from the Drawing toolbar • When an object is selected, When an object is selected, editing circles appear around the object and can be used to size, rotate, or th i dit th bj t otherwise edit the object • “Connectors” can be added that will follow the objects j wherever they move TIP: To prevent a graphic from being changed when cells are re-sized, © 2009 Matthew E. Moran 10 right click on the graphic, select “Format Autoshape…”, select the “Properties” tab, and select “Don’t move or size with cells”
  • 13. (isothermtech.com) Visual Basic Editor Project window h VBA menu bar includes shows workbook objects, userforms, includes debugger and other VBA use o s, & modules unique picks Properties window shows Main window displays shows properties of selected object displays userform, VBA code modules, © 2009 Matthew E. Moran 11 j etc.
  • 14. (isothermtech.com) Project & Properties Excel objects Excel objects (workbooks, spreadsheets, etc.) Userforms (see blank one to the right with toolbox right with toolbox for adding controls) Modules (This is Modules (This is where the VBA code is contained) Properties of selected object (a THIS WINDOW DISPLAYS WHATEVER VBA OBJECT IS BEING EDITED (a © 2009 Matthew E. Moran 12 j ( userform in this case) ( userform in this case)
  • 15. (isothermtech.com) Functions vs Subs Capabilities Function Sub Capabilities Function Sub Pass variables in Yes Yes Pass variable out (incl array) Yes No Modify worksheet objects & No Yes Modify worksheet objects & properties (incl cell values) No Yes Call from a cell Yes No Call from a cell Yes No Run on an event (e.g. click) No Yes Accessible as a user defined function (“fx” icon) Yes No © 2009 Matthew E. Moran 13 Accessible as a macro No Yes* * If no variables are passed into the sub
  • 16. (isothermtech.com) Object Structure • Excel uses an object • Excel uses an object oriented structure • Objects can have a ll i f b bj collection of sub-objects (e.g. Workbook- Worksheets-Range) g ) • Properties define the characteristics of an object (e g Value) object (e.g. Value) • Methods are member functions of the li ti bj t ( application object (e.g. Activate) • Events are actions that © 2009 Matthew E. Moran 14 Source: Excel Help (VBA) can be taken on an object (e.g. Open)
  • 17. (isothermtech.com) Object Oriented Programming • Virtually any “object” in the Virtually any 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 • Properties can be read into a variable by setting the property equal to the variable name name • Some properties can be written to by setting the property equal to a value or property equal to a value or variable • Select “View-Object Browser” and choose “Application” NOTE: The scope of this course allows only a limited introduction to this extensive topic. © 2009 Matthew E. Moran 15 and choose Application under Classes to see the many objects that can be manipulated limited introduction to this extensive topic. Programming methods most applicable to engineering models will be the primary focus.
  • 18. (isothermtech.com) Putting Excel & VBA Together Guidelines for integrating Excel & VBA in thermal & fl id t d l • Use Excel as the interface between the model and the user fluid systems models: between the model and the user – Input & output management – Decompose subsystems and/or components in separate components in separate worksheets – Customize for intuitiveness & performance • Use VBA as the numerical/algorithms engine: – Calculations iteration decision © 2009 Matthew E. Moran 16 Calculations, iteration, decision flow, loops, etc. – Custom userforms
  • 19. (isothermtech.com) Model Definition • Who will be using the model? – only the developer – one well defined customer/user END USER(S) & CONFIGURATION CONTROL – user group – corporate wide distribution – unlimited distribution • What results do they need? CONTROL What results do they need? – single point design – design trades – system simulation t ti i ti SCOPE & REQUIREMENTS – system optimization • What parameters do they want to vary? – raw inputs – statistical variations CAPABILITIES & INTERFACES – design perturbations • Who is developing the model? – one person 2 or 3 people & INTERFACES STANDARDS & © 2009 Matthew E. Moran 17 – 2 or 3 people – more than 10 people – multiple organizations WORK FLOW
  • 20. (isothermtech.com) System Decomposition S t b • Systems can be decomposed in Excel using diff t different 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 aid in documenting and navigating within system models: Diagrams, © 2009 Matthew E. Moran 18 models: Diagrams, Navigation Objects, and Outlines NOTE: Can also add a parent level by creating & linking multiple workbooks
  • 21. (isothermtech.com) Start-Up Control • The way a workbook is y displayed when it opens can be controlled Open the VBA Editor • Open the VBA Editor • Double click on “This Workbook” in the VBA Project window Project window • Select “Workbook” in the first drop down window, and “Open” in th d the second • Add code to control how the workbook opens The above code displays a startup message, opens • Other events can have code attached by selecting them from the p g , makes Sheet1 active, zooms in to fill the screen with columns A to M and selects cell A1 © 2009 Matthew E. Moran 19 g second drop down menu (e.g. closing the workbook) M, and selects cell A1
  • 22. (isothermtech.com) Hyperlinks To hyperlink an image or cell to a To hyperlink an image or cell to a target location: 1 Ri ht li k th l t d i 1. Right click on the selected image or cell & select “Hyperlink” 2. Choose what type of link you want to create and its location © 2009 Matthew E. Moran 20
  • 23. (isothermtech.com) User Forms • User Forms are created User Forms are created on the VBA side by selecting “Insert- U F ” UserForm” • A Forms folder appears in the Project window in the Project window containing a new UserForm • ActiveX controls can be added by selecting them and dragging on the and dragging on the UserForm to place them TIP: The name of the UserForm and all objects on it can be © 2009 Matthew E. Moran 21 TIP: The name of the UserForm and all objects on it can be modified within the Properties window
  • 24. (isothermtech.com) Scenarios • Excel “Scenarios” tool can be used to explore p and document changes to system/design parameters parameters • Can be automated with VBA to add design VBA to add design points with the push of a button • All named variables for a given design can also be output © 2009 Matthew E. Moran 22 be output
  • 25. (isothermtech.com) Sensitivity Analysis • Analysis of the sensitivity of various model parameters can be done parameters can be done quickly in Excel • Use model to generate a table of performance table of performance results while varying one parameter at a time • Plot results to explore • Plot results to explore sensitivity of performance to key parameters • A similar approach can be • A similar approach can be used to investigate process variability in parameters (e g © 2009 Matthew E. Moran 23 parameters (e.g. manufacturing tolerances)
  • 26. (isothermtech.com) Goal Seek • Goal Seek is a • Goal Seek is a simple and easy tool for finding a desired value 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 variable at a time • Example: What flow velocity will yield the maximum © 2009 Matthew E. Moran 24 the maximum allowable pressure drop?
  • 27. (isothermtech.com) Solver S l i f l • Solver is a very powerful tool for multi-parameter optimization • Unfortunately • Unfortunately, documentation in Excel is not comprehensive • Can be run in real time or Can be run in real time or automated using VBA • Note: must select “VBA- Tools-References” and check “Solver” if automated (not covered in this course) • Is actually a third-party add-in from Frontline Systems Man other 3rd part © 2009 Matthew E. Moran 25 • Many other 3rd party optimization Add-Ins are available
  • 28. (isothermtech.com) Interdisciplinary Models Example of functions from one model: • Excel is inherently “blind” to the discipline being 'PARTIAL PRESSURE OF WATER USING ANTOINE EQN (AND DEW POINT) Function WaterPP(CellTemp)… 'VOLTAGE PER CELL Function Vcell(CurrentDens, Example of functions from one model: d sc p e be g modeled • This flexibility allows the developer to CellResist, RT_nFAnode, iOAnode, TafelSlopeCathode, iOCathode, LimitingCurrent, Voc)… 'STRESS CALCULATION FOR WALL THICKNESS OF A TANK Function WallT(units, material, pressure, diam, the developer to integrate other technical disciplines into the model safetyfactor)… 'WALL THICKNESS CALCULATION FOR BUCKLING LOAD (Refr: John F. Harvey, 1985) Function BuckleThick(units, material, pressure, diam, length, f t f t ) wherever and however is most effective safetyfactor)… 'SPHERICAL TANK INTERNAL SURFACE AREA Function SphArea(diameter)… 'SPHERICAL TANK MASS Function SphMass(units, • The interaction between disciplines is especially valuable t i l t ( p ( , diameter, wallthick, material) 'HEAT LEAK INTO SPHERICAL TANK Function SphHeat(units, diami, MLIfactor, area%, sinktemp, fluidtemp, MLIlayers, foamthick, wallthick)… © 2009 Matthew E. Moran 26 to simulate (e.g. “multiphysics”) y ) 'ASSIGNMENT OF FLUID ID # FOR GASPAK PROPERTIES Function FluidID(fluid)…
  • 29. (isothermtech.com) Collaboration Lessons Learned A t d li t t & h • Agree to modeling strategy & approach upfront, and enforce it • Insure all contributors have the skills to implement adopted techniques Subsystem 1 (Sheet1) Subsystem 2 (Sheet2) p p q • If possible, have individual contributors work on separate subsystem worksheets • Have a single person do system • Have a single person do system integration of the workbook • Implement configuration & version control techniques System (Workbook) • Consider using file storage & management systems that “check-out” documents to insure only one person is working on it at any given time g y g • Look to the “open source” development community for more advanced techniques (e.g. Apache, Linux, Open Office, etc.) Subsystem 3 (Sheet3) Subsystem 4 (Sheet 4) © 2009 Matthew E. Moran 27 Office, etc.)
  • 30. (isothermtech.com) Distribution & Version Control • Use a version numbering system to save modifications Development Versions – Development versions can be saved as 1.1, 1.2, 1.3, etc. (archive these if Versions (e.g. 1.1, 1.2,…) necessary) – Released versions can be saved as 1.0, 2.0, 3.0, t (k i f th Release for Distribution (e g 2 0) etc. (keep copies of these on hand for support questions) E l (e.g. 2.0) • Examples – ThermalModel_v2.5 is a development version Development Versions (e g 2 1 2 2 ) © 2009 Matthew E. Moran 28 p – ThermalModel_v3.0 is the third release (e.g. 2.1, 2.2,…)
  • 31. (isothermtech.com) Exporting & Importing Modules • VBA modules can be exported to a file for archiving or to for archiving or to use for a library of standard codes Cli k th d l • Click on the module to be exported, then select “File- Export File…” • The text file can be imported into any imported into any VBA module folder by selecting “File- I t Fil ” © 2009 Matthew E. Moran 29 Import File…”
  • 32. (isothermtech.com) Flexibility & Extensibility • Excel is an ideal • Excel is an ideal environment for allowing users to add custom content to a standardized 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 © 2009 Matthew E. Moran 30 settings, developer can control which features to allow user to customize
  • 33. (isothermtech.com) Example: Simple Calc Sheet © 2009 Matthew E. Moran 31
  • 34. (isothermtech.com) Example: Another Calc Sheet © 2009 Matthew E. Moran 32
  • 37. (isothermtech.com) Example: Cryo Tank Design © 2009 Matthew E. Moran 35
  • 38. (isothermtech.com) Example: Fuel Cell System © 2009 Matthew E. Moran 36
  • 39. (isothermtech.com) Index for Full 2-Day Course TITLE SLIDE TITLE SLIDE TITLE SLIDE ActiveX Controls 2003 148 Application: Multilayer Insulation 155 Cell Validation (cont.) 172 ActiveX Controls 2003 (cont.) 150 Application: Multilayer Insulation (c 156 Cells – Reading Data 209 ActiveX Controls 2007 149 Application: Multilayer Insulation (c 157 Cells – Writing Data 210 Add-Ins (Built-In) 35 Application: Multilayer Insulation (c 158 Collaboration Lessons Learned 238 Add-Ins (Custom) - Loading 243 Application: Multilayer Insulation (c 159 Command Guide 2003 to 2007 22 Add-Ins (Custom) - Loading 243 Application: Multilayer Insulation (c 159 Command Guide 2003 to 2007 22 Add-Ins (Custom) - Saving 242 Application: Multilayer Insulation (c 160 Configuration Control 239 Advantages of Excel/VBA 14 Application: Simple Calc Sheet 28 Contents 3 Analysis ToolPak 2003 36 Application: SOTV Spacecraft 197 Contents 4 Analysis ToolPak 2007 37 Application: SOTV Spacecraft (con 198 Contents 5 Application: Another Calc Sheet 74 Application: SOTV Spacecraft (con 199 Contents 6 ( Application: Cryo Tank Design 214 Application: SOTV Spacecraft (con 200 Control Toolbox (cont.) 68 Application: Cryo Tank Design 215 Application: SOTV Spacecraft (con 201 Control Toolbox (cont.) 69 Application: Cryo Tank Design (c 216 Arrays - Creating 204 Control Toolbox 2003 66 Application: Fuel Cell 234 Arrays - Dynamic 208 Control Toolbox 2007 67 Application: Fuel Cell (cont) 235 Arrays – From Worksheet 206 Course Summary 7 A li ti H t L k 108 A I t 203 C Fit P i 132 Application: Heat Leak 108 Arrays - Intro 203 Curve Fits - Programming 132 Application: Heat Leak (cont) 109 Arrays – Passing in VBA 205 Curve Fitting - Continuous 118 Application: Heat Leak (cont) 110 Arrays – To Worksheet 207 Curve Fitting – Error Checking 126 Application: Heat Leak (cont) 111 Autofill & Absolute Refrs 30 Curve Fitting – Final Step 125 Application: Heat Leak (cont) 112 Basic Settings – Options 2003 26 Curve Fitting - Piecewise 127 Application: MEMS HX 179 Basic Settings - Security 2003 25 Curve Fitting Steps 2003 119 Application: MEMS HX 179 Basic Settings Security 2003 25 Curve Fitting Steps 2003 119 Application: MEMS HX (cont) 180 Basic Settings 2007 23 Curve Fitting Steps 2003 (cont.) 120 Application: MEMS HX (cont) 181 Buttons 151 Curve Fitting Steps 2003 (cont.) 121 Application: MEMS HX (cont) 182 Buttons (cont.) 152 Curve Fitting Steps 2007 122 Application: Microsystem 138 Cell Comments 170 Curve Fitting Steps 2007 (cont.) 123 Application: Microsystem (cont) 139 Cell Formatting 59 Curve Fitting Steps 2007 (cont.) 124 © 2009 Matthew E. Moran 37 Application: Microsystem (cont) 140 Cell Validation 171 Customizing Look & Feel 2003 217
  • 40. (isothermtech.com) Index for Full 2-Day Course TITLE SLIDE TITLE SLIDE TITLE SLIDE Debugging Tools 89 Exercise 6: Pipe Design 212 Functions - Statistics 46 Description 2 Exercise 6: Pipe Design - Hints 213 Functions – Statistics (cont) 47 DESIGN & BUILD 107 Exercise 7: Optimize Pipe 232 Functions – Statistics (cont) 48 Distribution & Version Control 240 Exercise 7: Optimize Pipe - Hints 233 Functions – Statistics (cont) 49 Documenting Data & Refrs 133 Exercise 8: System Sheet 256 Functions – Text & Data 53 Documenting Data & Refrs (cont.) 134 Exercise 8: System Sheet - Hints 257 Functions - Using 39 Documenting Data & Refrs (cont.) 135 Exporting & Importing Modules 241 Functions - Using (cont.) 40 Equation Object 60 Flexibility & Extensibility 250 Functions (Built-In) 38 Equation Object - Installation 61 For & Do Loops 202 Functions (cont.) 82 Equation Object (cont ) 62 Form vs ActiveX Controls 70 Functions (cont ) 83 Equation Object (cont.) 62 Form vs ActiveX Controls 70 Functions (cont.) 83 Example : Electronics Cooling 249 Format for Printing 2003 251 Functions vs Subs 87 Excel + VBA 15 Format for Printing 2003 (cont.) 252 Getting Started with Excel 2007 21 Excel 2007 – New Features 16 Format for Printing 2007 253 Goal Seek 193 Excel 2007 VBA Changes 18 Function & Sub Tips 88 Goal Seek (cont.) 196 EXCEL REVIEW 27 Functions 81 Goal Seek 2003 194 Excel Size Limitations 17 Functions – Database & External 57 Goal Seek 2007 195 Exercise 1: Convection Sheet 71 Functions – Date & Time 56 Graphics - Manipulating 142 Exercise 1: Convection Sheet - Hints 72 Functions – Engineering 44 Graphics (cont.) 65 Exercise 2: Convection VBA 105 Functions – Engineering (cont) 45 Graphics 2003 63 Exercise 2: Convection VBA - Hints 106 Functions – Financial 50 Graphics 2007 64 Exercise 3: Fluid Properties 136 Functions Financial (cont) 51 Help Excel 2003 101 Exercise 3: Fluid Properties 136 Functions – Financial (cont) 51 Help - Excel 2003 101 Exercise 3: Fluid Properties - Hints 137 Functions – Financial (cont) 52 Help - Excel 2007 102 Exercise 4: Condenser 153 Functions – Information & Logical 55 Help - VBA 103 Exercise 4: Condenser - Hints 154 Functions – Lookup & Reference 54 Hiding & Locking Cells 246 Exercise 5: Properties Userform 175 Functions - Math 41 Hiding Rows & Columns 244 Exercise 5: Properties Userform - Hints 177 Functions – Math (cont) 42 Hiding Worksheets 245 © 2009 Matthew E. Moran 38 p ( ) g Exercise 5: Properties Userform (cont) 176 Functions – Math (cont) 43 Hyperlinks 146
  • 41. (isothermtech.com) Index for Full 2-Day Course TITLE SLIDE TITLE SLIDE TITLE SLIDE Hyperlinks (cont.) 147 Navigating Within Models (cont.) 168 Select Case 131 IF Statements 130 Navigating Within Models (cont.) 169 Sensitivity Analysis 192 Index 258 Number Formats 211 Solver 220 Index 259 Object Oriented Programming 95 Solver – Initial Use 2003 221 Index 260 Object Structure 94 Solver – Initial Use 2007 222 Index 261 Plots - Interactive 141 Solver – Loading Models 229 Instructor Bio 8 Programming Aids 90 Solver – Saving Models 228 Integration with Other Docs 254 Project & Properties 78 Solver - Settings 223 Interdisciplinary Models 237 Project & Properties (cont.) 79 Solver – Simple Example 224 Introductions 9 Protecting Sheets & Workbooks 247 Solver Simple Example (cont) 225 Introductions 9 Protecting Sheets & Workbooks 247 Solver – Simple Example (cont) 225 Learning Objectives 10 Protecting VBA 248 Solver – Simple Example (cont) 226 Macros - Editing 100 Prototyping – Calculations 116 Solver – Simple Example (cont) 227 Manual Digitizing 128 Prototyping – Inputs & Outputs 115 Solver - Tips 230 Manual Digitizing (cont.) 129 Prototyping – Last Step 117 Solver – Tips (cont) 231 Messages 143 Putting Excel & VBA Together 104 Some Mac Tips 19 g g g Messages (cont.) 144 Recording Macros 2003 96 Start-Up Control 145 Model Definition 113 Recording Macros 2003 (cont.) 97 Strings (Characters) 255 Modeling Options 13 Recording Macros 2007 98 Sub Procedures 84 Modifying Excel Features 2003 218 Recording Macros 2007 (cont.) 99 Sub Procedures (cont.) 85 Modifying Excel Features 2007 219 REFINE & OPTIMIZE 178 Sub Procedures (cont.) 86 Modules 80 Reviving Legacy Excel Files 20 Summary Automation 188 Modules 80 Reviving Legacy Excel Files 20 Summary Automation 188 Named Variables – Listing All 191 Scenario Summary 187 Summary Automation (cont.) 189 Names - Editing & Using 2003 33 Scenarios 183 Summary Automation (cont.) 190 Names Management 2007 34 Scenarios – Setting Up (cont.) 186 System Decomposition 114 Naming Cells & Ranges 31 Scenarios – Setting Up 2003 184 Systems Diagrams 236 Naming Many Cells 2003 32 Scenarios – Setting Up 2007 185 Topics: Design & Build 11 © 2009 Matthew E. Moran 39 g y g p p g Navigating Within Models 167 Security Settings 2007 24 Topics: Refine & Optimize 12
  • 42. (isothermtech.com) Index for Full 2-Day Course TITLE SLIDE TITLE SLIDE 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 2003 75 VBA – Accessing 2007 76 VBA Naming Conventions 166 Visual Basic Editor 77 VISUAL BASIC FOR APPLICATIONS (VBA 73 Warning & Error Messages 174 g g Workbook Environment 29 Worksheet Structure & Linking 58 © 2009 Matthew E. Moran 40
  • 43. (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 teaches engineering analysis seminars throughout the U.S. He eac es e g ee g a a ys s se a s oug ou e U S e 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 Office of Naval Research Missile models for the Air Force, Office of Naval Research, Missile Defense Agency, NASA, and many other organizations. Matt is a Professional Engineer (Ohio), with a B.S. & graduate g ( ), g 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 generation systems, and electronics cooling. © 2009 Matthew E. Moran 41 p g y , g
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