Professional Development Short Course On:

Engineering Systems Modeling with Excel / VBA

Instructor:

Matthew E. Moran, PE

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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
For upcoming g public
p offerings
g of the course and other
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 info@isothermtech.com with
Newsletter in the subject field, and your contact
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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

Analyzing
y g conceptual
p
designs

Performing system trades

Simulating operation

Optimizing system
performance

with Excel/VBA.

2009 Matthew E. Moran 3

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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 multi-
parameter systems and designs
Integrate interdisciplinary
capabilities into thermal & fluid
models
2009 Matthew E. Moran 4
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Topics: Design & Build
1. Excel/VBA Review
2. Identifying Scope & Capabilities
3. Quick Prototyping
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
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
2009 Matthew E. Moran 6
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Modeling Options
BILITY CFD codes

Finite element
element,
AVAILAB

finite difference
Application
codes
focused
T, LESS A

codes
d

Custom or
in-house
in house
ER COST

Math computations
s/w (incl Excel/VBA) programs
HIGHE

Hand
calculations

HIGHER COMPLEXITY,
COMPLEXITY LOWER EASE OF USE

2009 Matthew E. Moran 7

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Advantages of Excel/VBA
FEATURES & BENEFITS TECHNICAL APPLICATIONS

Flexibility & customization Automating, standardizing,

Built-in
Built in math functions & documenting g repetitive
p
Data I/O, manipulation & calculations
display Performing what-ifs &
Full featured GUI tools inverse solutions
Integrated programming Rapid analytical
language & development prototyping
environment Exploring conceptual
Multi-parameter
Multi parameter solver designs/systems
Ubiquitous installed user System trades and
base parameter sensitivities
Familiarity & ease of use Precursor, complementary,
and/or check for more high
Interdisciplinary fidelity analyses
capabilities (incl financial) Multidisciplinary
Enable rapid exploration interactions (including
of design variations costing)

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Functions (Built-In)
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
Source: Help - Microsoft Excel Help - Table of
Contents - Working with Data - Function Reference
VBA help menu)
TIP: Worksheet side functions can be accessed in VBA by using the syntax:
VBAvariable = Application.WorksheetFunction.FunctionName(Arg1, Arg2,.)
2009 Matthew E. Moran 9
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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 editdit 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 Dont move or size with cells
2009 Matthew E. Moran 10
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Visual Basic Editor

Project VBA
window menu bar
shows
h includes
workbook debugger
objects, and other
userforms,
use o s, VBA
& modules unique
picks

Properties Main
window window
shows displays
properties userform,
of selected VBA code
j
object 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)

THIS WINDOW DISPLAYS

Properties of WHATEVER VBA OBJECT
selected object
j (a
( IS BEING EDITED ((a
userform in this userform in this case)
case)
2009 Matthew E. Moran 12
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Functions vs Subs
Capabilities Function Sub
Pass variables in Yes Yes
Pass variable out (incl array) Yes No
Modify worksheet objects & No Yes
properties (incl cell values)
Call from a cell Yes No
Run on an event (e.g. click) No Yes
Accessible as a user defined Yes No
function (fx icon)
Accessible as a macro No Yes*
2009 Matthew E. Moran * If no variables are passed into the sub 13
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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. Workbook-
Worksheets-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)
2009 Matthew E. Moran Source: Excel Help (VBA) 14
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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
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
NOTE: The scope of this course allows only a Select View-Object Browser
limited introduction to this extensive topic. and choose Application
Application
Programming methods most applicable to under Classes to see the
engineering models will be the primary focus. many objects that can be
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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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Model Definition
Who will be using the model?
END USER(S) &
only the developer
CONFIGURATION one well defined customer/user
CONTROL user group
corporate wide distribution
unlimited distribution
What results do they need?
SCOPE & single point design
REQUIREMENTS design trades
system simulation
system
t optimization
ti i ti
What parameters do they want to vary?
CAPABILITIES raw inputs
& INTERFACES statistical variations
design perturbations
Who is developing the model?
STANDARDS & one person
WORK FLOW 2 or 3 people
more than 10 people
multiple organizations
2009 Matthew E. Moran 17
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System Decomposition
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,
NOTE: Can also add a parent level by creating
& linking multiple workbooks
Navigation Objects,
and Outlines
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Start-Up Control
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
The above code displays how the workbook
p message,
a startup g , opens
makes Sheet1 active,
zooms in to fill the
Other events can have
screen with columns A to
code attached by
M and selects cell A1
M,
selectingg them from the
second drop down
menu (e.g. closing the
2009 Matthew E. Moran
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

2009 Matthew E. Moran 20

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User Forms
User Forms are created
on the VBA side by
selecting Insert-
U 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
2009 Matthew E. Moran 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
2009 Matthew E. Moran 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)
2009 Matthew E. Moran 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?
2009 Matthew E. Moran 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 VBA-
Tools-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
2009 Matthew E. Moran 25
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Interdisciplinary Models
Example of functions from one model:
'PARTIAL PRESSURE OF WATER USING ANTOINE EQN Excel is inherently
(AND DEW POINT) Function WaterPP(CellTemp) blind to the
'VOLTAGE PER CELL Function Vcell(CurrentDens,
CellResist, RT_nFAnode, iOAnode, TafelSlopeCathode,
discipline
d sc p e being
be g
iOCathode, LimitingCurrent, Voc) modeled
'STRESS CALCULATION FOR WALL THICKNESS OF A This flexibility allows
TANK Function WallT(units, material, pressure, diam,
safetyfactor)
the developer to
'WALL THICKNESS CALCULATION FOR BUCKLING
integrate other
LOAD (Refr: John F. Harvey, 1985) Function technical disciplines
BuckleThick(units, material, pressure, diam, length, into the model
safetyfactor)
f t f t )
wherever and
'SPHERICAL TANK INTERNAL SURFACE AREA Function
SphArea(diameter)
however is most
p ( ,
'SPHERICAL TANK MASS Function SphMass(units,
effective
diameter, wallthick, material) The interaction
'HEAT LEAK INTO SPHERICAL TANK Function between disciplines
SphHeat(units, diami, MLIfactor, area%, sinktemp, fluidtemp,
y
MLIlayers, foamthick, wallthick)
) is especially valuable
'ASSIGNMENT OF FLUID ID # FOR GASPAK
t simulate
to i l t (e.g.
(
PROPERTIES Function FluidID(fluid) multiphysics)
2009 Matthew E. Moran 26
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Collaboration Lessons Learned
Agree tto modeling
A d li strategy
t t & approach h
Subsystem 1 Subsystem 2
upfront, and enforce it
(Sheet1) (Sheet2) 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
System
Implement configuration & version
(Workbook) control techniques
Consider using file storage &
management systems that check-out
documents to insure only one person is
workingg on it at any
y given
g time
Subsystem 3 Subsystem 4 Look to the open source development
(Sheet3) (Sheet 4) community for more advanced
techniques (e.g. Apache, Linux, Open
Office, etc.)

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Distribution & Version Control
Use a version numbering
Development
system to save
Versions modifications
(e.g. 1.1, 1.2,) Development versions
can be saved as 1.1, 1.2,
1.3, etc. (archive these if
necessary)
Release for
Distribution
Released versions can
(e g 2
(e.g. 2.0)
0)
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 ThermalModel_v2.5 is a
Versions
(e g 2
(e.g. 2.1,
1 22.2,)
2 )
development
p version
ThermalModel_v3.0 is
the third release
2009 Matthew E. Moran 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 File-
Export File
The text file can be
imported into any
VBA module folder
by selecting File-
I
Importt File
Fil
2009 Matthew E. Moran 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
2009 Matthew E. Moran 30
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Example: Simple Calc Sheet

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Example: Another Calc Sheet

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Example: Multilayer Insulation

2009 Matthew E. Moran 33

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Example: SOTV Spacecraft

2009 Matthew E. Moran 34

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Example: Cryo Tank Design

2009 Matthew E. Moran 35

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Example: Fuel Cell System

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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) - 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
Application: H
Heatt L
Leakk 108 A
Arrays - IIntro
t 203 C
Curve Fit
Fits - P
Programming
i 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 (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
Application: Microsystem (cont) 140 Cell Validation 171 Customizing Look & Feel 2003 217

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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.)
(cont ) 62 Form vs ActiveX Controls 70 Functions (cont.)
(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 - 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
p
Exercise 5: Properties Userform - Hints 177 Functions Math ((cont)) 42 Hiding
g Worksheets 245
Exercise 5: Properties Userform (cont) 176 Functions Math (cont) 43 Hyperlinks 146

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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
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
g
Messages 143 Putting
g Excel & VBA Together
g 104 Some Mac Tips 19
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
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 g Many y Cells 2003 32 Scenarios Setting g Up
p 2007 185 Topics:
p Design
g & Build 11
Navigating Within Models 167 Security Settings 2007 24 Topics: Refine & Optimize 12

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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 2007 76
VBA Naming Conventions 166
Visual Basic Editor 77
VISUAL BASIC FOR APPLICATIONS (VBA 73
Warningg & Error Messages
g 174
Workbook Environment 29
Worksheet Structure & Linking 58

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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
teaches e g ee g a analysis
a ys s se
seminars
a s throughout
oug ou theeUU.S.
S He 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,
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

2009 Matthew E. Moran 41

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