Say you have a worksheet that contains a table with various settings, or options to run some macro with. Whatever the macro does, whatever it uses these values for, it must somehow solve this problem: how to get these values out of the worksheet and into the program?
We have a ListObject to play with, and since the table is in a specific worksheet, that’s the worksheet module we’re going to be editing. Since the very existence of that table matters for the rest of whatever this macro ends up doing, we’re going to make it clear it’s not an accident by making it a property of the worksheet (class) module – something like this:
Private Const TableName As String = "Table1"
Public Property Get SettingsTable() As ListObject Static Value As ListObject If Value Is Nothing Then On Error Resume Next Set Value = Me.ListObjects(TableName) On Error GoTo 0 End If Set SettingsTable = Value End Property
Property Get procedures usually do not raise an error – here if the table doesn’t exist the property will return Nothing, which should cause the calling code to blow up with error 91, and this would be reasonably expected behavior in this case. The Static local stands in for a module-scoped variable declaration that would be needed if the property had a setter procedure; because it’s only needed in one place, we can declare it locally and retain the module-scoped behavior with the Static keyword.
“Static” in VBA basically means “shared”, and “Shared” in VB.NET means what “static” means in essentially every other language with such semantics. Static as a scope modifier in .NET means a member belongs to the type (as opposed to an instance of the type in question), but in Classic-VB it is used for declaring local variables that retain their value between procedure calls, and if used as a modifier at procedure level it makes all locals behave as such… which [very likely] isn’t a good idea.
So we have now given ourselves access to the table, and we can just do Sheet1.SettingsTable to access it from anywhere.
But what if we don’t want that? If we know the settings each have a unique name and have a value that might be a String, a Double, a Date, or a Boolean. The table might just as well be empty for now, anyway.
If we don’t formalize access to the settings, then every place that needs them might be doing things differently! Imagine the chaos if sometimes an option is retrieved with Application.VLookup, elsewhere with a loop over SettingsTable.Rows, and then another one could be getting the value with an offset from the result of SettingsTable.DataBodyRange.Find, and there’s another couple of different but not always equivalently dangerous or misguided ways to go about retrieving a value from that table, and there’s no need to have all of them around.
We could write a function that accepts the name of a setting and returns a Variant holding the associated value if it exists, but what if we need to get the value multiple times, we’re going to read it off the worksheet every time?
Writing to a Range is perhaps the most expensive thing a macro can do, but reading anything from one comes close. In fact, a macro that performs well is usually a macro that limits its interactions with worksheets and the …entire Excel object model.
What we want is a method that iterates the table rows once, yielding an OptionValue class instance for each setting value. So we add this new class module and define an OptionValue class with a Name (String) and a Value (Variant) property.
But then if we call that method every time we want to get a setting value, things are going to be much worse than if we just used Application.VLookup every time, so what gives?
Grabbing every row of that table and turning them into as many OptionValue instances is an action, it wants to be a verb. Things we do with any kind of state are very often well described with a method’s name that starts with a verb, and that’s great already (especially if the rest of the name is actually somewhat descriptive), but a free-floating verb is up for grabs by anyone.
So we’re going to encapsulate it by making that method a member of a class for which SettingsService might be a good name: it’s a service that has the means to abstract away the worksheet and only expose OptionValue objects, and with it the rest of the code no longer needs to deal with the nitty-gritty details of how these objects come into existence, or how long they’ve been around.
Because we can write this class in such a way that we read the settings once from the worksheet (say, in the Initialize handler of the class itself), cache them in a private keyed collection (or private dictionary), and as long as our instance is alive we can return the cached option values whenever someone asks for them, and then they’ll be getting them without needing to hit the worksheet.
By adding an indexed property, we can even have a default member that makes sense, and the rest of the code can read its configuration like this:
Dim Settings As SettingsService Set Settings = New SettingsService
If Settings("SomeSetting") Then Debug.Print "SomeSetting is ON" Else Debug.Print "SomeSetting is OFF" End If
Settings(“SomeSetting”) stands in for so many things here, all of which would distract from what this macro is supposed to be doing, however working with Variant like this is annoying, and the use of default members is abstracting away mechanics that we’d usually rather be explicit about, so we should instead expose typed methods, so we know (we/us, but also the compiler and Rubberduck here) what actual types and members we’re dealing with:
Dim Settings As SettingsService Set Settings = New SettingsService
If Settings.GetBoolean("SomeSetting") Then Debug.Print "SomeSetting is ON" Else Debug.Print "SomeSetting is OFF" End If
Where GetBoolean being a method/function rather than a property should make us feel much better about throwing errors: if the setting doesn’t exist, we blow up. If the setting exists but its Variantsubtype isn’t Boolean then we probably want to blow up rather than return gibberish. If it exists and it’s of the expected data type, we return the setting value, converted to an actual Boolean.
That means SettingsService also needs GetDate, GetDouble (and maybe GetInteger), and of course GetString, leaving the Variant values completely encapsulated in the service: callers don’t need to care about any of that, and that’s neat.
There is no Worksheet
The only thing that needs to do anything with SettingsSheet is the SettingsService. Nothing else needs to access it for any reason whatsoever, because we have a service that fully abstracts it away, so it might as well not be there.
And the macro should still work, assuming it knows how to deal with and recover from a missing setting value.
Settings could be moved to a flat file, another workbook, or a database, and only one method would need to change: the one that’s reading and caching the settings from the worksheet, would instead be connecting and querying a database – and would still only need to hit it once.
And none of anything else would need to change, because it’s all completely yielding that responsibility to this service.
Compare to what it would be like to change inline VLookups and Range.Find calls (wherever they are) to read from another source, and you can quickly see the benefits of having sane abstraction levels.
Code that desperately wants to control how everything is done at the lowest level of detail, is tedious and heavy. It’s hard to tell what the role of such a procedure is, because too many things are going on and thesignal gets drowned in noise.
There doesn’t need to be a service class, or even an OptionValue class: any distinct procedure scope that’s clearly responsible for retrieving a valid setting value is a good step forward. But moving the state into an object makes it easier to control its lifetime, and by encapsulating behavior we clean up the calling modules the same way extracting procedure out of a larger scope cleans up that larger scope. It reduces the cognitive load and complexity by moving away code that’s concerned with the peripherals of any given macro’s purpose, and thus increases the cohesion of the macro’s module because things that aren’t directly related to what the macro is specifically responsible for, are simply elsewhere, where they belong.
Perhaps the most popular function in the VBA standard library, MsgBox is likely how your first VBA “hello world” displayed its triumphant, hopeful message to a would-be user. A custom message dialog built with a UserForm would have the same purpose: the program needs to convey or receive information from the user, …or does it?
TL;DR
As a programmer it’s often useful to follow/trace execution in details, and it’s easy to think the user is also interested in this information… but when a program is overtly verbose, users tend to just OK every prompt, without paying much attention to what’s going on. Keep messages short, and use them sparingly. Treat every single one of them as interrupting the user and interfering with whatever it is that they were doing; is it that important to show this message now? Or at all?
MsgBox
As mentioned earlier, MsgBox is a function that you will find in the VBA.Interaction module. Being a function, it returns a value: a VbMsgBoxResult enum (integer) that represents the button that the user used to dismiss the dialog. The title is the name of the host application unless parameterized otherwise, and the icon and buttons can be configured in preset combinations, making it a quick and easy way to prompt the user or ask for confirmation, or to let them know something went wrong when the program crashes gracefully.
All modules in the standard library are global, so you don’t need to qualify calls to their members; that’s why and how MsgBox, VBA.MsgBox, and VBA.Interaction.MsgBox are all equivalent. Because they’re scoped functions and not language-level keywords, their calls are resolved using the standard scoping rules, so they can be shadowed by a same-name identifier in the current project. If a project defines a MsgBox function, then unqualified MsgBox calls will resolve to the project-defined function, because anything defined in the current project has a higher resolution priority than any referenced library – even if that’s the VBA standard library.
Knowing that it’s a function doesn’t mean we’ll necessarily want to systematically capture its return value – but it should eclipse any ambiguity around whether parentheses are needed or not: it’s exactly the same rules as any other function call! To be clear, that means the parentheses are needed when you are capturing the result, and they’re not when you’re not. The catch is that when they’re not needed, they’re also actively harmful when they’re present.
The deal with the parentheses
The language syntax uses parentheses to delimit argument lists. Parentheses are however also perfectly usable in any expression, including argument expressions. When you invoke a procedure, you need to know whether you’re interested in capturing a return value or not. If you’re calling a Sub procedure, then there’s no return value; Function and Property Get procedures normally have one.
If you’re NOT capturing a return value, you DO NOT use parentheses.
If you are capturing a return value, you need parentheses… unless it’s a parameterless call.
Using a function call as an argument expression or a conditional expression means you are capturing the result.
❌ result = SomeFunction arg1, arg2
✅ result = SomeFunction(arg1, arg2)
The VBE will suppress () superfluous empty parentheses, but if you’ve surrounded an argument list with parentheses that shouldn’t be there, then the VBE has added (and will stubbornly maintain) a space before the opening bracket that’s your clue that the VBE has parsed your argument list as an argument expression, and the only reason it worked is because your argument list is made up of a single argument. Indeed, since the comma isn’t an operator in any possibly recognizable expression, it would be a syntax error to try to pass a second argument without first closing the parentheses around the first one – but then while legal, it looks pretty silly to just wrap each argument with parentheses for no reason:
❌ DoSomething (arg1, arg2)
🤡 DoSomething (arg1), (arg2)
✅ DoSomething arg1, arg2
✅ Call DoSomething(arg1, arg2)
Sticking a Call keyword in front of a procedure call makes the parentheses required, because then when you think about it, it’s the procedure call itself that becomes the implicit argument list, as if we were invoking some Call procedure and giving it DoSomething as an argument. Not how it happens, but definitely how it reads if we ignore the keyword-blue syntax highlighting.
Communication Tactics
Whenever you are about to use MsgBox, ask yourself if there wouldn’t be another, less disruptive way to inform the user of what’s going on: sometimes a status message in Application.StatusBar gets the message across without requiring interaction from the user.
Because we tend to think of MsgBox as just popping a message, but every message we show has to be [ideally read and] dismissed by the user, …and that’s OK sometimes, but it’s better to avoid it if we can.
Some points to keep in mind:
They’re not going to read it.
If it’s more than one sentence, it’s probably too long.
If something went wrong, tell the user what they can do about it; don’t just show some cryptic error message with a scary icon.
They’re not going to read it.
If something completed successfully and the application is already in a visual state that makes it apparent, then it’s not needed.
They’re not going to read it.
Instead of using a MsgBox, consider:
Listing or logging operations in a dedicated worksheet/table as they occur, so detailed information is available if it’s needed, but without interrupting the user for it.
Implementing a UserForm or using a worksheet to capture execution parameters beforehand (define a model!), instead of repetitively prompting for each piece of information that’s needed.
If a macro must make a user wait, change the cursor accordingly; resetting the cursor back to normal when the macro is done, already signals completion.
If you must show a MsgBox...
They’re not going to read it.
Avoid the “?” vbQuestion icon; it was deemed a confusing icon a long time ago and is very uncommon to see in a serious application.
Write prompts as clear, concise, yes/no questions; prefer vbYesNo buttons, because OK/Cancel buttons necessarily require a more careful reading of the prompt.
They’re not going to read it.
Ask yourself if it’s really that important.
An otherwise excellent macro could always easily be turned into the most annoying thing with just a couple of misplaced MsgBox calls: communicating to the user is an important thing to do, but just because it’s something MsgBox does, doesn’t necessarily have to mean it’s something MsgBox must do.
Once upon a time I was quite active on Stack Overflow, and then there was a discussion on the meta site about the various “flavors” of VBA and I won’t get into the details here, but I remember it irked me that a bunch of very meticulous, very technical and often terminally pedantic folks would be conflating the language itself with… just some of its common libraries.
VBA – the programming language – is just VBA. One could reasonably argue that the standard library can be considered a part of it, but that’s where I draw the line: there’s no “Excel VBA” or “Word VBA” or “Access VBA”… calling different member calls into different objects from different libraries a different language altogether makes no sense to me. It’s the same grammar and syntax, it’s the same runtime, and host-agnostic code will run exactly the same in every conceivable host application (and there are many more than just the handful of Microsoft Office ones!): a programming language is not defined by the libraries it binds at compile time (nor at run time for that matter), but its type system, its syntax, and its semantics define it unambiguously – and all of these are all identical in all conceivable “flavors” of VBA… because that is what makes it VBA: its language specifications.
What’s different in different hosts, is the objects you’re working with and even then, that’s limited to the default references (arguably should be an… IDE setting?) while assuming you’re not automating Excel from an Access project, for example: the objects you’re working with depend on what your code needs to do, and so everything is just plain VBA no matter how you might want your favorite host application to be special. No flavors, it’s all plain vanilla.
Library rhymes with Vocabulary
Libraries are a special type of executable file that define types and their members, and then other executables can dynamically link these types and invoke these methods, so we call them dynamic link libraries, or DLLs. They are abstractions for various APIs, and they quite literally extend the vocabulary of a program with nouns (types/classes) and verbs (methods) that do color the expression of the language, but yeah it’s just colorful vanilla. I mean your own classes and methods’ names do exactly that, too – right?
COM libraries act as servers and they use and expose a specific set of interfaces that all COM clients (COM is all about client/server) understand, so VBA can reference and use such libraries, because VBA is built on top of this technology. COM is the Component Object Model, which is a development toolkit for Microsoft Windows that was very popular in the 1990s, until the .NET Framework changed the landscape in the early 00s. The model was language-independent, but not platform-independent like today’s modern .net is, so it’s particularly impressive to see VBA code running on a Mac, but I digress. The cool part is that whenever a VBA project compiles, a COM library gets generated in-memory within the host process, and when we run VBA code, what’s actually running is the compiled library – the VBA source code does not get interpreted in the editor as such.
In fact the VBA source code in the editor is basically decompiled from the p-code tokens generated by compiling the original source code and that is why the VBE always seems to “autocorrect”when you validate a line 🤯
Browsing Libraries
The language implements the COM type system but hides pointers and invocation mechanisms (IDispatch and IUnknown interfaces), and (somewhat hidden) attributes control type and member metadata, including documentation. VBA projects can leverage all of these capabilities with or without Rubberduck, but Rubberduck does make it much easier to manipulate the hidden VB_Attribute statements.
The VBE’s Object Browser reveals everything, even hidden members (fun fact, VBA doesn’t honor the “hidden” flag for user code like it does for referenced libraries, but VB6 did). Right-click anywhere and make sure “Show hidden members” is checked, and then they’ll show up here and in name completion lists. In the search/filter section there’s a dropdown listing all loaded libraries: notice your own compiled VBA project is listed there.
Global (namespace) pollution
Everything that’s public in a library, becomes part of the global namespace once it’s loaded into a runtime environment – so what happens when two libraries define classes with identical names? Sure a good practice is to qualify library types (e.g. Excel.Application, Word.Range, etc.) so that the code is clear and works as intended, but how does it still work when we don’t? Or does it?
Turns out, the up/down arrows that let you move libraries up and down the list in the add/remove references dialog, is the answer: referenced libraries are prioritized in order, which is why the VBA standard library and the host application’s object model library are stuck at the top (in that order) while everything else is allowed to move up and down.
When VBA binds a Range declaration, if the host is Microsoft Word then an unqualified Range is always a Word.Range, but if the host is Microsoft Excel then an identical declaration would bind to Excel.Range, even if the Word and Excel libraries are referenced in both cases, because the library provided by the host application always has a higher priority than a library reference that was added afterwards. Things get more hairy when you’re in an Access project that references DAO and you want to use ADO and suddenly you’ve rewritten [DAO.]Recordset into [ADO.]Recordset just by accidentally flipping the libraries’ respective priorities.
Know Your Tools
Whenever you face a new library – be it a new host, Scripting, or regular expressions, using the Object Browser to get acquainted with the types and members can often be all the direction we need to know exactly what to look for in the documentation (or Stack Overflow), and it should be exactly what a certain “AI” chat bot pulls for you (ideally with some reference links) if you ask it the same.
The VBA standard library provides a small set of basic functions and constants that are necessarily available to any VBA project, so a host-agnostic module can use them freely. This library is the closest thing to a framework VBA gets out of the box: the functions are mostly wrappers around Win32 API calls, making it easy to display message boxes, manipulate strings and dates, and to perform a number of basic math and trigonometry operations.
As a VBA developer, it is absolutely essential to understand what the VBA standard library does (and what it does not), because it’s easy to reinvent the wheel if you don’t know it’s already there. It’s a very small library compared to the .NET Framework, and as such it’s very much bare-bones – which means it’s good material for a backbone to build upon. Take the time it takes to play with each of the string and date functions, take an eyeball to the math functions so you know what’s there when you need it, and then explore the rest of the library and lookup the documentation for anything you don’t understand: the VBA standard library is one of your primary tools, it’s a good idea to know how to wield it.
The Excel library is much larger, but manageable if you focus on Application, Workbook, Worksheet, Range, and Name classes and their members, and learn the rest from the documentation and tutorials/examples as needed. But then there’s something sneaky the library does, that leverages these COM features we discussed earlier. Some hidden classes are taking members that would belong to the Application, members that belong to the active Workbook and Worksheet, and punts them into global scope “for your convenience”.
And that’s where everything went wrong in my opinion: these “convenient” members are a trap, and they obscure what’s going on so much that it’s often impossible to know exactly what VBA code does without additional context, such as whether the presented code is written in a worksheet module or elsewhere (perhaps in a standard module). It is my opinion and that of many other professionals, that good code does what it says, and says what it does. And this isn’t it.
It’s in the docs!
Not going to happen in a million years, but Microsoft should break badly written Excel macros by deprecating and removing the magic ActiveSheet members from the hidden _Global interface. Ok maybe not. But ugh.
VBA is a simple language on the surface, but it’s easy to confuse some keywords with standard library functions (quick: LBound/UBound, keywords or functions?), and even some standard library functions with some in the Excel library (InputBox springs to mind). Add implicit default members to the mix and you get code that can really throw you a wrench and make you wonder what you’ve been drinking. “The same code worked perfectly just yesterday”, and “it works fine normally, but errors when I step through with the debugger” are all too common, and always directly caused by all the ever-so-convenient beginner traps.
One part of the problem is that many self-taught and learning developers do not necessarily know not to read too much into examples in technical documentation: if you’re reading about the Worksheet.Range method, the examples aren’t there to show you how to, say, properly declare variables, or pass inputs as parameters – and so they don’t… but that doesn’t mean your code should look exactly like the documentation examples! Macro recorder code is just the same: just because it works off implicit ActiveSheet references does not mean good VBA code should be doing that. The macro recorder can quickly teach you what types and members are involved in making a table out of a range of cells, but it’s not meant to show you how to do that beyond the context of the active sheet and the current selection, which are two things you’re actually going to want to be very explicit about in your own code. This goes on for virtually every topic under the Sun: unless you’re specifically reading something about best practices, don’t try to read naming conventions or particular ways to do things from small contrived examples that mean to depict and highlight a single other entirely different thing. Sometimes I wonder how different the world would have been if all examples were written as standalone functions that explicitly take all their inputs as parameters…
Both the VBA standard library and the Excel object model are extensively documented, but the Excel library and a lot of its examples are often making it hard to find the right place to look at when there’s a problem, because of all the implicit shenanigans: it’s not that VBA itself is making all the wrong design decisions here – but the Excel library is leveraging COM/VBA features in such a way that it remains trapped in a very 1990’s notion of what “convenient” means, for the better or worse.
A lot has been written about why Variant should be avoided whenever a more specific data type can be used instead. Indeed it makes little sense to use a Variant (explicit or not) when you could be working with a Long integer, a Date, or a String instead. That’s true for all intrinsic data types.
For object types, using a Variant in place of a specific class interface makes any call against it inherently late-bound, meaning it can only be resolved at run-time, because the actual class/interface type is not known at compile-time… and that’s why the VBE won’t be showing any member/completion list or parameter info for anything this Variant could be used for. Definitely no good, besides Object is a better option for explicit late binding.
Wait I thought you said it was awesome?
Totally. See, its nature makes it the perfect data type to return for any Excel UDF (user-defined function): when the function succeeds, it can return a different variant subtype than when the function fails, so an error-handling subroutine in a UDF can make the function return an actual Variant/Error value to the worksheet and yes, that’s awesome.
But wait, there’s more!
Arrays. Variant is awesome for arrays – because typed arrays must die.
Ok. What is a Typed Array?
It’s one of those language quirks that make VBA so… I’ll say adorable.
By “typed” I mean an array that’s declared as such, so any old “array of strings” would be it:
Option Explicit
Private DynamicallySizedArray() As String
Private FixedSizeArray(1 To 10) As String
The distinction between fixed and dynamically sized arrays is important in the language specifications, but let’s just take note of the fact that the syntax asks that we specify the array bounds right after the identifier name.
This is important, because As String(10) is a syntax error, not an array.
Same when you declare a parameter:
Private Sub DoSomething(ByRef Values() As String)
End Sub
Note the explicit ByRef modifier: arrays can only ever be passed by reference. Declaring this parameter ByVal would be a compile-time error, and this has interesting implications once we start considering whether and how these arrays can get assigned to.
Because the value parameter of a property is always passed by value (even if it says ByRef!), typed arrays are immediately problematic with property definitions:
Public Property Let SomeValues([ByVal] Values() As String)
End Property
And what if you wanted to return a typed array? It would look something like this:
Public Function GetSomeValues() As String()
End Function
Note that specifying array bounds or string length would be illegal here, and that because this is a member signature the sets of parentheses right after the identifier name denotes the parameter list and has to be included even when there are no parameters to declare.
I mean it’s for a lot of good and valid reasons, but the bottom line is, the syntax is inconsistent and confusing… and that’s just how bad it is at compile time. It gets worse.
ReDim
I need to talk about ReDim while I’m here. Somewhat recently, I was working on the RD3 type system and went on to implement ReDim for the array types, and I was surprised (not really 😅) at how much VBA defers to run-time. You’ll get a compile error for trying to ReDim a With block variable or a ParamArray parameter array value, but all these are run-time errors with the Preserve modifier specified:
Attempting to change the number of dimensions of the array
Attempting to change the lower boundary of the array
Attempting to change the upper boundary of a dimension that isn’t the last dimension of the array
Can’t assign to array
A fixed-size array can be assigned to if the value has the same number of dimensions, that the dimensions are the same size, and all the values are the default value for the declared type. A resizable array can be assigned to if… it has no dimensions.
This context-dependent behavior is something that either occupies mental space, or causes problems that the compiler will not detect until it’s too late (although, RD3 diagnostics might change that).
Variant/Array
Mental space is important when programming, because there’s a lot of things that need to be taken into consideration, and we don’t need the language itself to insert its own complexities in our code.
Variant can hold anything, including arrays. Simply put, we declare things As Variant and use a pluralized identifier name: ByVal Things As Variant.
Suddenly, working with arrays in VBA becomes much simpler – because a Variant/Arraydoes behave exactly as one would expect: it’s all pointers underneath, so the difference is subtle, but by adding just one “layer” of pointer indirection by “hiding” our array behind a Variant, we can do everything we can otherwise do with an array, and we can write function signatures without thinking twice about where to put the parentheses.
Public Function GetSomeValues() As String()
End Function
Becomes:
Public Function GetSomeValues() As Variant
End Function
Because it’s behind a Variant, we’re now free to pass arrays around as we please – of course no array data actually goes anywhere, it’s the pointers we’re moving around, in a way that’s quite similar to how objects (pointers) are passed around.
So when you pass a Variant by value, you’re passing a copy of a pointer that says “your array is over here”. Exactly like an object reference, in fact.
Without the Variant wrapping around the array, when we try to pass it by value it’s the entire literal array we’d be copying, and VBA refuses to do this, and forces arrays to be passed by reference.
In other words shoving arrays into a Variant makes them get passed as references regardless of whether we’re doing this ByRef or ByVal, which is exactly what VBA wants.
Private Sub DoSomething(ByVal Values As Variant)
End Sub
It’s also what we want, because our mental concept of passing an array to a procedure works like this too: if we simply accept the fact that it’s a pointer that we’re actually passing, then the rules around ByRef/ByVal remain relatively simple and there is no need to worry about code that compiles but might blow up at run-time, because when we assign the array pointer we’re assigning to a Variant and not an array, so there is no restriction here, it “just works”.
Conclusions
Arrays are extremely useful in VBA, but using them at the abstraction level they were originally intended to be used at is full of traps and caveats that make them difficult to work with. By working with Variant instead, we’re still dealing with arrays, but we’re no longer dealing with the restrictions that are inherent to array variables.
So there, it’s not that typed arrays must die, it’s just that arrays in VBA are much less irritating when VBA doesn’t know it’s looking at one.
Among the very first language keywords one comes across when learning VBA, is the Dim keyword; declaring and using variables is easily the first step one takes on their journey away from the macro recorder.
About Scopes
Before we can really understand what variables do and what they’re useful for, we need to have a minimal grasp of the concept of scoping. When you record a macro, the executable instructions get written for you inside a procedure scope that’s delimited with Sub and End Sub tokens (tokens are the grammatical elements of the language, not necessarily single keywords), with the identifier name of the macro after the Sub keyword:
Sub DoSomething()
' executable code goes here
End Sub
Exactly none of the above code is executable, but compiling it creates an entry point that the VBA runtime can invoke and execute, because the procedure is implicitly public and as such, can be accessed from outside the “Module1” module it exists in (with or without Option Private Module). In other words the above code could tell us explicitly what the scope of the DoSomething procedure is, using the Public keyword before the Sub token:
Public Sub DoSomething()
' executable code goes here
End Sub
If we used Private instead, then Excel (or whatever the host application is) could not “see” it, so you would no longer find DoSomething in the list of available macros, and other modules in the same VBA project couldn’t “see” or invoke it either; a private procedure is only callable from other procedures in the same module.
Standard modules are themselves public, so you can refer to them from any other module in your project, and invoke their public members using the member access operator, the dot:
Public Sub DoStuff()
Module1.DoSomething
End Sub
Because public members of public modules become part of a global namespace, the public members can be referred to without an explicit qualifier:
Public Sub DoStuff()
DoSomething
End Sub
While convenient to type, it also somewhat obscures exactly what code is being invoked: without an IDE and a “navigate to definition” command, it would be pretty hard to know where that other procedure is located.
The global namespace contains not only the public identifiers from your VBA project, but also all the public identifiers from every referenced library, and they don’t need to be qualified either so that’s how you can invoke the VBA.Interaction.MsgBox function without qualifying with the library or module it’s defined in. If you write your own MsgBox function, every unqualified MsgBox call in that project is now invoking that new custom function, because VBA always prioritizes the host VBA project’s own type library over the referenced ones (every VBA project references the VBA standard library and the type library that defines the COM extension and automation model for the host application).
But that’s all going outward from a module: within a module, there are two levels of scoping: module level members can be accessed from anywhere in the module, and procedure level declarations can be accessed from anywhere inside that procedure.
Module-level declarations use Public and Private modifiers, and procedure-level ones use the Dim keyword. Dim is legal at module level too, but because Private and Public are only legal at module level (you can’t use them for procedure scope / “local” declarations), Rubberduck encourages you to use Dim for locals only.
For example a variable declared in a conditional block is allocated when the stack frame is entered regardless of the state when the condition gets evaluated, and a variable declared inside a loop body is the same variable outside that loop, and for every iteration of that loop as well: there is no “block scope” in VBA.
Non-Executable Statements
Procedures don’t only contain executable instructions: Dim statements, like statements with Private and Public modifiers, are declarative and do not do anything. You cannot place a debugger breakpoint (F9) on such statements, either. This is important to keep in mind: the smallest scope in VBA is the procedure scope, and it includes the parameters and all the local declarations of that procedure – regardless of where in the procedure body they’re declared at, so the reason to declare variables as you need them has more to do with reducing mental load and making it easier to later extract a method by moving a chunk of code into another procedure scope. Declaring all locals at the top of a procedure often results in unused variables dangling, because of the constant up-and-down, back-and-forth scrolling that inevitably happens when a procedure eventually grows; the further a variable is out of its context, the more it becomes a liability.
Const statements (to declare constant values) are also legal in local/procedure scope, and they’re identically non-executable; the same applies to Static declarations (variables that retain their value between invocations).
ReDim statements however are executable, even though they also count as a compile-time declaration – but they don’t count as a duplicate declaration, so the presence of ReDim doesn’t really justify skipping an initial Dim declaration.
Explicitness as an Option
Not only access modifiers can be implicit in VBA; the language lets you define a Variant variable on the fly, without a prior explicit declaration. If this behavior is practical for getting the job done and will indeed work perfectly fine, it’s also unnecessarily putting you at risk of typos that will only become a problem at run-time, if you’re lucky close enough to the source of the problem to hunt down and debug. By specifying Option Explicit at the top of every module, the compiler will treat implicit declarations as compile-time errors, telling you about the problem before it even becomes one.
Option Explicit has its limits though, and won’t protect you from typos in late-bound member calls, where invoking a member that doesn’t exist on a given object throws error 438 at run-time.
When to Declare a Variable
There are many reasons to declare a variable, but if you’re cleaning up macro recorder code the first thing you’ll want to do is to remove the dependency on Selection and qualifyRange and Cells member calls with a proper Worksheet object.
For example before might look like this:
Sub Macro1
Range("A10") = 42
Sheet2.Activate
Range("B10") = 42
End Sub
And after might look like this:
Public Sub Macro1()
Dim Sheet As Worksheet
Set Sheet = ActiveSheet
Sheet.Range("A10") = 42
Sheet2.Activate
Sheet.Range("B10") = 42
End Sub
The two procedures do exactly the same thing, but only one of them is doing it reliably. If the Sheet2 worksheet is already active, then there’s no difference and both versions produce identical output. Otherwise, one of them writes to whatever the ActiveSheet is, activates Sheet2, and then writes to that sheet.
There’s a notion of state in the first snippet that adds to the number of things you need to track and think about in order to understand what’s going on. Using variables, exactly what sheet is active at any point during execution has no impact whatsoever on the second snippet, beyond the initial assignment.
It’s that (global) state that’s behind erratic behavior such as code working differently when you leave it alone than when you step through – especially when loops start getting involved. Managing that global state makes everything harder than necessary.
Keep your state close, and your ducky closer, they say.
Set: With or Without?
Not being explicit can make the code read ambiguously, especially when you consider that objects in VBA can have default members. In the above snippets, the value 42 reads like it’s assigned to… the object that’s returned by the Range property getter of the Worksheet class. And that’s weird, because normally you would assign to a property of an object, not the object itself. VBA understands what it needs to do here, because the Range class says “I have a default member!” and that default member is implemented in such a way that giving it the value 42 does exactly the same as if the Range.Value member was being invoked explicitly. Because that behavior is an implementation detail, it means the only way to know is to read its documentation.
The Set keyword modifies an assignment instruction and says “we’re assigning an object reference”, so VBA doesn’t try to check if there’s a default member on the left-hand side of the assignment operator, and the compiler expects an object reference on the right-hand side, …and then only throws at run-time when that isn’t the case – but because this information is all statically available at compile-time, Rubberduck can warn about such suspicious assignments.
So to assign a variable that holds a reference to a Range object, we must use the Set keyword. To assign a variable that holds the value of a Range object, we must not use the Set keyword. Declaring an explicit data type for every variable (meaning not only declaring things, but also typing them) helps prevent very preventable bugs and subtle issues that can be hard to debug.
As SomethingExplicit
Whether Public or Private, whether local or global, most variables are better off with a specific data type using an As clause:
Dim IsSomething
Dim SomeNumber As Long
Dim SomeAmount As Currency
Dim SomeValue As Double
Dim SomeDateTime As Date
Dim SomeText As String
Dim SomeSheet As Worksheets
Dim SomeCell As Range
Using an explicit data/class/interface type, especially with objects, helps keep things early-bound, meaning both the compiler and static code analysis tools (like Rubberduck) can better tell what’s going on before the code actually gets to run.
We can often chain member calls; the Worksheets collection’s indexer necessarily yields a Worksheet object, no?
Public Sub Macro1()
ActiveWorkbook.Worksheets("Sheet1").Range("A1").Value = 42
End Sub
If you manually type this instruction, you’ll notice something awkward that should be unexpected when you type the dot operator after Worksheets(“Sheet1”), because the property returns an Object interface… which tells VBA it has members that can be invoked, but leaves no compile-time clue about any of them. That’s why the Range member call is late-bound and only resolved at run-time, and because the compiler has no idea what the members are until the code is running, it cannot populate the completion list with the members of Worksheet, and will merrily compile and attempt to invoke a Range member.
By breaking the chain and declaring variables, we restore compile-time validations:
Public Sub Macro1()
Dim Sheet As Worksheet
Set Sheet = ActiveWorkbook.Worksheets("Sheet2")
Sheet.Range("A1").Value = 42
End Sub
When NOT to Declare Variables
Variables are so nice, sometimes we declare them even when we don’t need them. There are many valid reasons to use a variable, including abstracting the result of an expression behind its value. Assuming every variable is assigned and referenced somewhere, there are still certain variables that are always redundant!
Objects are sneaky little things… not only can they have a default member that gets implicitly invoked, they can also have a default instance that lives in the global scope and is always named after the class it’s an instance of.
Declaring a local variable to hold a copy of a reference to an object that’s already globally accessible, is always redundant! Document modules (in Excel that’s ThisWorkbook and the Worksheet modules) and UserForms always have such a default instance:
Public Sub Macro1()
Dim WB As Workbook
Set WB = ThisWorkbook 'redundant and obscures intent!
Dim Sheet As Worksheet
Set Sheet = Sheet1 'redundant, just use Sheet1 directly!
End Sub
Sprinkle Generously
Variables are a simple but powerful tool in your arsenal. Using them enhances the abstraction level of your code, practices your brain to stop and think about naming things, can help prevent binding errors and remove implicit late-binding / keep your code entirely visible to the compiler and Rubberduck. Used wisely, variables can make a huge difference between messy and redundant macro-recorder code and squeaky-clean, professionally-written VBA code.
One of the objectively coolest features in Rubberduck is the Fakes API. Code that pops a MsgBox for example, needs a way to work without actually popping that message box, otherwise that code cannot be unit tested… without somehow hijacking the MsgBox function. The Fakes API does exactly that: it hooks into the VBA runtime, intercepts specific internal function calls, and makes it return exactly what your test setup …set up.
This API can stop time, or Now can be told to return 1:59AM on first invocation, 1:00AM on the next, and then we can test and assert that some time-sensitive logic survives a daylight savings time toggle, or how Timer-dependent code behaves at midnight.
Let’s take a look at the members of the IFakesProvider interface.
Fakes Provider
Fakes for many of the internal VBA standard library functions exist since the initial release of the feature, although some providers wouldn’t always play nicely together – thanks to a recent pull request from @tommy9 these issues have been resolved, and a merry bunch of additional implementations are now available in pre-release builds:
Name
Description
Parameter names
MsgBox
Configures VBA.Interaction.MsgBox calls
Fakes.Params.MsgBox
InputBox
Configures VBA.Interaction.InputBox calls
Fakes.Params.InputBox
Beep
Configures VBA.Interaction.Beep calls
Environ
Configures VBA.Interaction.Environ calls
Fakes.Params.Environ
Timer
Configures VBA.DateTime.Timer calls
DoEvents
Configures VBA.Interaction.DoEvents calls
Shell
Configures VBA.Interaction.Shell calls
Fakes.Params.Shell
SendKeys
Configures VBA.Interaction.SendKeys calls
Fakes.Params.SendKeys
Kill
Configures VBA.FileSystem.Kill calls
Fakes.Params.Kill
MkDir
Configures VBA.FileSystem.MkDir calls
Fakes.Params.MkDir
RmDir
Configures VBA.FileSystem.RmDir calls
Fakes.Params.RmDir
ChDir
Configures VBA.FileSystem.ChDir calls
Fakes.Params.ChDir
ChDrive
Configures VBA.FileSystem.ChDrive calls
Fakes.Params.ChDrive
CurDir
Configures VBA.FileSystem.CurDir calls
Fakes.Params.CurDir
Now
Configures VBA.DateTime.Now calls
Time
Configures VBA.DateTime.Time calls
Date
Configures VBA.DateTime.Date calls
Rnd*
Configures VBA.Math.Rnd calls
Fakes.Params.Rnd
DeleteSetting*
Configures VBA.Interaction.DeleteSetting calls
Fakes.Params.DeleteSetting
SaveSetting*
Configures VBA.Interaction.SaveSetting calls
Fakes.Params.SaveSetting
Randomize*
Configures VBA.Math.Randomize calls
Fakes.Params.Randomize
GetAllSettings*
Configures VBA.Interaction.GetAllSettings calls
SetAttr*
Configures VBA.FileSystem.SetAttr calls
Fakes.Params.SetAttr
GetAttr*
Configures VBA.FileSystem.GetAttr calls
Fakes.Params.GetAttr
FileLen*
Configures VBA.FileSystem.FileLen calls
Fakes.Params.FileLen
FileDateTime*
Configures VBA.FileSystem.FileDateTime calls
Fakes.Params.FileDateTime
FreeFile*
Configures VBA.FileSystem.FreeFile calls
Fakes.Params.FreeFile
IMEStatus*
Configures VBA.Information.IMEStatus calls
Dir*
Configures VBA.FileSystem.Dir calls
Fakes.Params.Dir
FileCopy*
Configures VBA.FileSystem.FileCopy calls
Fakes.Params.FileCopy
*Members marked with an asterisk are only available in pre-release builds for now.
Parameter Names
The IVerify.ParameterXyz members make a unit test fail if the specified parameter wasn’t given a specified value, but the parameter names must be passed as strings. This is a UX issue: the API essentially requires hard-coded magic string literals in its users’ code; this is obviously error-prone and feels a bit arcane to use. The IFakesProvider interface has been given a Params property that gets an instance of a class that exposes the parameter names for each of the IFake implementations, as shown in the list above, and the screenshot below:
Picking the correct parameter name from a drop-down completion list beats risking a typo, doesn’t it?
Note: the PR for this feature has not yet been merged at the time of this writing.
Testing Without Fakes (aka Testing with Stubs)
Unit tests have a 3-part structure: first we arrange the test, then we act by invoking the method we want to test; lastly, we assert that an actual result matches the expectations. When using fakes, we configure them in the arrange part of the test, and in the assert part we can verify whether (and/or how many times) a particular method was invoked with a particular parameterization.
Let’s say we had a procedure we wanted to write some tests for:
Public Sub TestMe()
If MsgBox("Print random number?", vbYesNo + vbQuestion, "Test") = vbYes Then
Debug.Print Now & vbTab & Rnd * 42
Else
Debug.Print Now
End If
End Sub
If we wanted to make this logic fully testable without the Fakes API, we would need to inject (likely as parameters) abstractions for MsgBox, Now, and Debug dependencies: instead of invoking MsgBox directly, the procedure would be invoking the Prompt method of an interface/class that wraps the MsgBox functionality. Unit tests would need a stub implementation of that interface in order to allow some level of configuration setup – an invocation counter, for example. A fully testable version of the above code might then look like this:
Public Sub TestMe(ByVal MessageBox As IMsgBox, ByVal Random As IRnd, ByVal DateTime As IDateTime, ByVal Logger As ILogger)
If MessageBox.Prompt("Print random number?", "Test") = vbYes Then
Logger.LogDebug DateTime.Now & vbTab & Random.Next * 42
Else
Logger.LogDebug DateTime.Now
End If
End Sub
The method is testable, because the caller controls all the dependencies. We’re probably injecting an IMsgBox that pops a MsgBox, an IRnd that wraps Rnd, a DateTime parameter that returns VBA.DateTime.Now and an ILogger that writes to the debug pane, but we don’t know any of that. I fact, we could very well run this method with an ILogger that writes to some log file or even to a database; the IRnd implementation could consistently be returning 0.4 on every call, IDateTime.Now could return Now adjusted to UTC, and IMsgBox might actually display a fancy custom modal UserForm dialog – either way, TestMe doesn’t need to change for any of that to happen: it does what it needs to do, in this case fetching the next random number and outputting it along with the current date/time if a user prompt is answered with a “Yes”, otherwise just output the current date/time. It’s the interfaces that provide the abstraction that’s necessary to decouple the dependencies from the logic we want to test. We could implement these interfaces with stubs that simply count the number of times each member is invoked, and the logic we’re testing would still hold.
We could then write tests that validate the conditional logic:
'@TestMethod
Public Sub TestMe_WhenPromptYes_GetsNextRandomValue()
' Arrange
Dim MsgBoxStub As StubMsgBox ' implements IMsgBox, but we want the stub functionality here
Set MsgBoxStub = New StubMsgBox
MsgBoxStub.Returns vbYes
Dim RndStub As StubRnd ' implements IRnd, but we want the stub functionality here too
Set RndStub = New StubRnd
' Act
Module1.TestMe MsgBoxStub, RndStub, New DateTimeStub, New LoggerStub
' Assert
Assert.Equals 1, RndStub.InvokeCount
End Sub
'@TestMethod
Public Sub TestMe_WhenPromptNo_DoesNotGetNextRandomValue()
' Arrange
Dim MsgBoxStub As StubMsgBox
Set MsgBoxStub = New StubMsgBox
MsgBoxStub.Returns vbNo
Dim RndStub As StubRnd
Set RndStub = New StubRnd
' Act
Module1.TestMe MsgBoxStub, RndStub, New DateTimeStub, New LoggerStub
' Assert
Assert.Equals 0, RndStub.InvokeCount
End Sub
These stub implementations are class modules that need to be written to support such tests. StubMsgBox would implement IMsgBox and expose a public Returns method to configure its return value; StubRnd would implement IRnd and expose a public InvokeCount property that returns the number of times the IRnd.Next method was called. In other words, it’s quite a bit of boilerplate code that we’d usually rather not need to write.
Let’s see how using the Fakes API changes that.
Using Rubberduck.FakesProvider
The standard test module template defines Assert and Fakes private fields. When early-bound (needs a reference to the Rubberduck type library), the declarations and initialization look like this:
'@TestModule
Option Explicit
Option Private Module
Private Assert As Rubberduck.AssertClass
Private Fakes As Rubberduck.FakesProvider
'@ModuleInitialize
Public Sub ModuleInitialize()
Set Assert = CreateObject("Rubberduck.AssertClass")
Set Fakes = CreateObject("Rubberduck.FakesProvider")
End Sub
The Fakes API implements three of the four stubs for us, so we still need an implementation for ILogger, but now the method remains fully testable even with direct MsgBox, Now and Rnd calls:
Public Sub TestMe(ILogger Logger)
If MsgBox("Print random number?", vbYesNo + vbQuestion, "Test") = vbYes Then
Logger.LogDebug Now & vbTab & Rnd * 42
Else
Logger.LogDebug Now
End If
End Sub
With an ILogger stub we could write a test that validates what’s being logged in each conditional branch (or we could decide that we don’t need an ILogger interface and we’re fine with tests actually writing to the debug pane, and leave Debug.Print statements in place), but let’s just stick with the same two tests we wrote above without the Fakes API. They look like this now:
'@TestMethod
Public Sub TestMe_WhenPromptYes_GetsNextRandomValue()
' Arrange
Fakes.MsgBox.Returns vbYes
' Act
Module1.TestMe New LoggerStub ' ILogger is irrelevant for this test
' Assert
Fakes.Rnd.Verify.Once
End Sub
'@TestMethod
Public Sub TestMe_WhenPromptNo_DoesNotGetNextRandomValue()
' Arrange
Fakes.MsgBox.Returns vbNo
' Act
Module1.TestMe New LoggerStub ' ILogger is irrelevant for this test
' Assert
Fakes.Rnd.Verify.Never
End Sub
We configure the MsgBox fake to return the value we need, we invoke the method under test, and then we verify that the Rnd fake was invoked once or never, depending on what we’re testing. A failed verification will fail the test the same as a failed Assert call.
The fakes automatically track invocations, and remember what parameter values each invocation was made with. Setup can optionally supply an invocation number (1-based) to configure specific invocations, and verification can be made against specific invocation numbers as well, and we could have a failing test that validates whether Randomize is invoked when Rnd is called.
API Details
The IFake interface exposes members for the setup/configuration of fakes:
Name
Description
AssignsByRef
Configures the fake such as an invocation assigns the specified value to the specified ByRef argument.
Passthrough
Gets/sets whether invocations should pass through to the native call.
RaisesError
Configures the fake such as an invocation raises the specified run-time error.
Returns
Configures the fake such as the specified invocation returns the specified value.
ReturnsWhen
Configures the fake such as the specified invocation returns the specified value given a specific parameter value.
Verify
Gets an interface for verifying invocations performed during the test. See IVerify.
The members of Rubberduck.IFake
The IVerify interface exposes members for verifying what happened during the “Act” phase of the test:
Name
Description
AtLeast
Verifies that the faked procedure was called a specified minimum number of times.
AtLeastOnce
Verifies that the faked procedure was called one or more times.
AtMost
Verifies that the faked procedure was called a specified maximum number of times.
AtMostOnce
Verifies that the faked procedure was not called or was only called once.
Between
Verifies that the number of times the faked procedure was called falls within the supplied range.
Exactly
Verifies that the faked procedure was called a specified number of times.
Never
Verifies that the faked procedure was called exactly 0 times.
Once
Verifies that the faked procedure was called exactly one time.
Parameter
Verifies that the value of a given parameter to the faked procedure matches a specific value.
ParameterInRange
Verifies that the value of a given parameter to the faked procedure falls within a specified range.
ParameterIsPassed
Verifies that an optional parameter was passed to the faked procedure. The value is not evaluated.
ParameterIsType
Verifies that the passed value of a given parameter was of a type that matches the given type name.
The members of Rubberduck.IVerify
There’s also an IStub interface: it’s a subset of IFake, without the Returns setup methods. Thus, IStub is used for faking Sub procedures, and IFake for Function and Property procedures.
When to Stub Standard Library Members
Members of VBA.FileSystem not covered include EOF and LOF functions, Loc, Seek, and Reset. VBA I/O keywords Name, Open, and Close operate at a lower level than the standard library and aren’t covered, either. VBA.Interaction.CreateObject and VBA.Interaction.GetObject, VBA.Interaction.AppActivate, VBA.Interaction.CallByName, and the hidden VBA.Interaction.MacScript function, aren’t implemented.
Perhaps CreateObject and GetObject calls belong behind an abstract factory and a provider interface, respectively, and perhaps CallByName doesn’t really need hooking anyway. In any case there are a number of file I/O operations that cannot be faked and demand an abstraction layer between the I/O work and the code that commands it: that’s when you’re going to want to write stub implementations.
If you’re writing a macro that makes an HTTP request and processes its response, consider abstracting the HttpClient stuff behind an interface (something like Function HttpGet(ByVal Url As String)): the macro code will gain in readability and focus, and then if you inject that interface as a parameter, then a unit test can inject a stub implementation for it, and you can write tests that handle (or not?) an HTTP client error, or process such or such JSON or HTML payload – without hitting any actual network and making any actual HTTP requests.
Until we can do mocking with Rubberduck, writing test stubs for our system-boundary interfaces is going to have to be it. Mocking would remove the need to explicitly implement most test stubs, by enabling the same kind of customization as with fakes, but with your own interfaces/classes. Or Excel’s. Or anything, in theory.
As Rubberduck started to beef up its static code analysis capabilities in late 2015, it became evident that writing VBA (or VB6) code with Rubberduck loaded up in the Visual Basic Editor (VBE) would inevitably change not only how we work in VBA, but also how we write our VBA code in the first place.
“Rubberduck is essentially providing a bridge between VBA land where people just get in and have a go and the VS land where if you don’t know a great deal about software development, you just waste your time and burn. Rubberduck will put a lot of people on a big learning curve and this will result in a lot of questions.” – AndrewM-commented on Oct 9, 2015
There’s an old issue (#823, still opened as of this writing) about having a coding style guide somewhere, that would enshrine the philosophy behind what Rubberduck is, in a way, trying to make your code-writing be/become; I think that was a great idea and I’m hoping this post captures the essence of it, at least as far as thinking code goes.
About Code Inspections
If you fire up Rubberduck on any legacy VBA project with any significant amount of code, there’s a very high probability that static code analysis generates tons of inspection results, for various mundane little things. Should your goal be to quick-fix all the things and have code that doesn’t spawn any Rubberduck inspection results?
Perhaps surprisingly, the answer is a resounding “no”.
Severity Levels
In Rubberduck each inspection has a configurable “severity level” that defaults to Warning for most inspections (it’s the default-unless-specified-otherwise for all Rubberduck inspections):
Error level indicates a potential problem you likely want to pay immediate attention to, because it could be (or cause) a bug. If inspection results rendered in the code pane, these would be red squiggly underlines.
Warning level indicates a potential issue you should be aware of.
Suggestion level is usually used for various opportunities, not necessarily problems.
Hint level is also for various non-problematic opportunities. If inspection results rendered in the code pane, these would be a subtle dotted underline with a hover text.
DoNotShow disables the inspection: not only its results won’t show, they won’t even be generated.
By default, Rubberduck is configured to run all (that’s currently over 110, counting the hidden/Easter egg ones) inspections, with a handful of cherry-picked exceptions for inspections that would be flagging the exact opposite situation that another enabled inspection is already flagging – for example we ship implicit ByRef modifier enabled (as a Hint), but redundant ByRef modifier is disabled unless you give it a severity level that’s anything other than DoNotShow. This avoids “fixing” one inspection result only to get a new one flagging the exact opposite, which would be understandably confusing for users that aren’t familiar with static code analysis tooling.
Are inspections somehow imbued with the knowledge of whether you should treat them as errors, warnings, or mere hints and suggestions? Sometimes, yes. Missing Option Explicit should make a clear consensus at Error level. On the flipside, whether an implicit default member call or the use of an empty string literal should be a Warning, a Hint, or shown at all probably depends more on how comfortable or experienced you are with VBA/VB6 as a language, or could be just a personal preference; what matters is that the static code analysis tooling is letting you know something about the code, that the code alone isn’t necessarily saying.
Philosophy
One of the very first inspection to be implemented in Rubberduck was the Option Explicit inspection. Okay, part of it was just because it was a trivial one to implement even before we had an actual parser… but the basic idea was (and still is) that nobody knows everything, and it’s with our combined knowledge that we make a mighty bunch, and that is why static code analysis in Rubberduck explains the reasoning behind each inspection result: there are quite many things Rubberduck warns of, that I had no idea about 10 or 15 years ago. That never stopped me (and won’t stop you either) from writing VBA code that worked perfectly fine (except when it didn’t), but whether we realize and accept it or not… a macro written in VBA code is a set of executable instructions, which makes it a program, which makes the act of writing it programming, which makes us programmers.
Being programmers that write and maintain VBA code does set us apart, mostly because the language isn’t going anywhere and the IDE is becoming more and more severely outdated and under-featured as years pass. Yet if the volume of VBA questions on Stack Overflow means anything, VBA is still very much alive, still very much being learned, and this is where Rubberduck and static code analysis comes in.
When I started learning about .NET and C# over a decade ago, there was this exciting new language feature they called LINQ for Language-INtegrated-Query where you could start querying object collections pretty much literally like you would a database, and it was awesome (still is!). In order to make this possible, the C# compiler and the .NET framework and runtime itself had to undergo some very interesting changes Jon Skeet covers in details, but the point is… the new syntax was a bit off-putting at first, and came with new and important implications (closures, deferred execution), and the company I worked for gave us all a ReSharper license, and that is how and when I discovered that thorough & accurate static code analysis tooling could be a formidable educational tool.
Maybe we don’t agree about Hungarian Notation, and that’s fine: Rubberduck wants you to be able to find it and rename it if that’s what you want to do, but you can mute that particular inspection anytime. But I believe the tool should tell you what Systems Hungarian notation is when it calls it out, and perhaps it should even explain what Apps Hungarian is and give examples, because Apps Hungarian notation absolutely is useful and meaningful (think o-for-OneBased, or src-for-Source and dst-for-Destination prefixes). But str-for-String, lng-for-Long, o-for-Object is different, in a bad kind of way.
Rubberduck flags obsolete code constructs and keywords, too. Global declarations, On Local Error statements, explicit Call statements, While...Wend loops, all have no reason to exist in brand new, freshly-written VBA code, and quick-fixes can easily turn them into Public declarations, On Error statements, implicit Call statements (without the Call keyword!), and Do While...Loop structures.
Rubberduck wants to push your programming towards objectively, quantitatively better code.
About Code Metrics
Rubberduck could count the number of lines in a procedure, and issue an inspection result when it’s above a certain configurable threshold. In fact, things are slowly falling into place for it to eventually happen. But we wouldn’t want you to just arbitrarily cut a procedure scope at 20 lines because an inspection said so! Rubberduck can measure line count, nesting levels, and cyclomatic complexity. These metrics can be used to identify problematic areas in a code base and methodically split up large complex problems into measurably much smaller and simpler ones.
Line Countsimply counts the number of lines. Eventually this would expand into Statements and Comments counts, perhaps with percentages; 10% comments is probably considered a good sign, for example. But no tool is going to tell you that ' increments i is a useless comment, and even the best tools would probably not tell the difference between a huge ' the following chunk of code does XYZ banner comment and an actually valuable comment. Common wisdom is to keep this line count metric down as much as possible, but one should not do this at the expense of readability.
Nesting Levels counts the number of… well, nesting levels. While nesting two For...Next loops to iterate a 2D array (or a Range of cells) down and across is probably reasonable, further nesting is probably better off made implicit through a procedure call. Rule of thumb, it’s always good idea to pull the body of a loop into its own parameterized procedure scope. Arrow-shaped code gets flattened, line count gets lower, and procedures become more specialized and have fewer reasons to fail that way.
Cyclomatic Complexity essentially calculates the number of independent execution paths in a given procedure (wikipedia). A procedure with a cyclomatic complexity above 5 is harder to follow than one with a complexity of 1 or 2, but it’s not uncommon for a “God procedure” with nested loops and conditionals to measure in the high 40s or above.
The code metrics feature will eventually get all the attention it deserves, but as with inspections the general idea is to highlight procedures that could be harder to maintain than necessary, and nudge our users towards:
Writing more, smaller, more specialized procedure scopes.
Passing parameters between procedures instead of using global variables.
Having more, smaller, more cohesive modules.
Navigating the VBE
You may or may not have noticed, but the Visual Basic Editor is nudging you in the exact opposite direction, because…
Having fewer, larger, more general-purpose procedures puts you in a scripting mindset.
Using globals instead of passing parameters around is perhaps a simpler thing to do.
Having fewer, larger, more general-purpose modules makes it simpler to share the code between projects, and arguably easier to find things in the Project Explorer.
If you’re actually writing a small script, you can and probably should absolutely do that.
But if you’re like me then you’ve been pushing VBA to do things it wasn’t really meant to do, and you’re maintaining actual applications that could just as well be written in any other language out there, but you’re doing it in VBA because [your reasons are valid, whatever they are].
And that’s kind of a problem, because the VBE seems to actively not want you to write proper object-oriented code: its navigation tooling indeed makes it very hard to work in a project with many small modules, let alone an OOP project involving explicit interfaces and high abstraction levels.
Rubberduck lifts pretty much all the IDE limitations that hinder treating a VBA project as more than just an automation script. Now you can have a project with 135 class modules, all neatly organized by functionality into folders that can contain any module type, so a UserForm can appear right next to the classes that use it, without needing to resort to any kind of ugly prefixing schemes. You can right-click on an abstract interface (or one of its members) and quickly find all classes that implement it. You get a Find symbol command that lets you quickly navigate to literally anything that has a name, anywhere in the project. Curious about the definition of a procedure, but don’t want to break your flow by navigating to it? Peek definition (currently only in pre-release builds) takes you there without leaving where you’re at.
The Peek Definition command pops a floating panel conveniently showing the source code for the user-defined module or member you’ve selected.Find all References shows all the places a given identifier is being used, and shows it in context so you can easily locate the specific usage you’re looking for – and then a double-click takes you there.The Find all Implementations command is incredibly useful in object-oriented projects that leverage polymorphism through abstract interfaces: quickly locate and navigate to any implementation of any interface (class or member).
The VBE’s Project Explorer aims to give you a bird’s eye view of your project, regrouping modules by module type which is great for a small script that can get away with a small number of components, but that makes it very hard to manage larger projects. With Rubberduck’s Code Explorer you get to drill down to member level, and regroup modules by functionality using an entirely customizable folder hierarchy:
The Code Explorer leaves the VBE’s Project Explorer in the dust, fair & square.
These navigational enhancements greatly simplify moving around a project of any size, although some of them might feel a bit overkill in a smaller project, and some of them are only useful in more advanced OOP scenarios. Still, having more than just a text-based search to look for things is very useful.
Guidelines
If there’s one single over-arching principle guiding everything else, it would have to be write code that does what it says, and says what it does. Everything else seems to stem from this. These are warmly recommended guidelines, not dogma.
Naming
Use PascalCase if you like. Use camelCase if you like. Consistency is what you want to shoot for, and in a case-insensitive language that only stores a single version of any identifier name it’s much easier and simpler to just use PascalCase everywhere and move on to more interesting things, like tabs vs spaces.
Avoid _ underscores in identifier names, especially in procedure/member names.
Causes compile errors with Implements.
Use meaningful names that can be pronounced.
Avoid disemvoweling (arbitrarily stripping vowels) and Systems Hungarian prefixing schemes.
A series of variables with a numeric suffix is a missed opportunity to use an array.
A good identifier name is descriptive enough that it doesn’t need an explainer comment.
Use a descriptive name that begins with a verb for Sub and Function procedures.
Use a descriptive name (a noun) for Property procedures and modules.
For object properties, consider naming them after the object type they’re returning, like Excel.Worksheet.Range returns a Range object, or like ADODB.Recordset.Fields returns a Fields object.
Appropriately name everything the code must interact with: if a rounded rectangle shape is attached to a DoSomething macro, the default “Rounded Rectangle 1” name should be changed to “DoSomethingButton” or something that tells us about its purpose. This includes all controls on a UserForm designer, too. CommandButton12 is useless; SearchButton is much better. Consider also naming the controls that don’t necessarily interact with code, too: future code might, and the author of that future code will appreciate that the bottom panel is named BottomPanel and not Label34.
Renaming
Naming is hard enough, renaming things should be easy. With Rubberduck’s Rename refactoring (Ctrl+Shift+R) you can safely rename any identifier once, and all references to that identifier automatically get updated. Without a refactoring tool, renaming a form control can only be done from the Properties toolwindow (F4), and doing this instantly breaks any event handlers for it; renaming a variable by hand can be tedious, and renaming a single-letter variable like a or i with a local-scope find/replace (Ctrl+H) can get funny if the scope has any comments. Rubberduck knows the exact location of every reference to every identifier in your project, so if you have a module with two procedures that each declare a localThing, when you rename the local variable localThing in the first procedure, you’re not going to be affecting the localThing in the other procedure. But if you rename CommandButton1 to OkButton, then CommandButton1_Click() becomes OkButton_Click().
Parameters & Arguments
Prefer passing values as parameters instead of bumping the scope of a variable to module-level, or instead of declaring global variables.
Pass parameters ByVal whenever possible.
Arrays and User-Defined Type structures cannot and should not be passed by value.
Objects are never passed anywhere no matter the modifier: it’s only ever (ByVal: a copy of) a pointer that gets passed around – and most of the time the intent of the author is to pass that pointer by value. A pointer is simply a 32-bit or 64-bit integer value, depending on the bitness of the process; passing that pointer ByRef (explicitly or not) leaves more opportunities for programming errors.
Use an explicit ByRef modifier whenever passing parameters by reference.
Consider specifying an out prefix to name ByRef return parameters.
Consider using named arguments for out-prefixed ByRef return parameters.
Comments
Use the single quote ' character to denote a comment.
Avoid line-continuing comments; use single quotes at position 1 of each line instead.
Consider having a @ModuleDescription annotation at the top of each module.
Consider having a @Description annotation for each Public member of a module.
Remove comments that describe what an instruction does, replace with comments that explain why an instruction needs to do what it does.
Remove comments that summarize what ablock of code does; replace with a call to a new procedure with a nice descriptive name.
Avoid cluttering a module with banner comments that state the obvious. We know they’re variables, or properties, or public methods: no need for a huge green comment banner to tell us.
Avoid cluttering a procedure scope with banner comments that split up the different responsibilities of a procedure: the procedure is doing too many things, split it up and appropriately name the new procedure instead.
Variables
Declare all variables, always. Option Explicit should be enabled at all times.
Declare an explicit data type, always. If you mean As Variant, make it say As Variant.
Consider using a Variant to pass arrays between scopes, instead of typed arrays (e.g. String()).
Pluralize these identifier names: it signals a plurality of elements/items much more elegantly than Pirate Notation (arr*) does.
Avoid Public fields in class modules; encapsulate them with a Property instead.
Consider using a backing user-defined Private Typestructure for the backing fields of class properties; doing so eliminates the need for a prefixing scheme, lets a property be named exactly as per its corresponding backing field, and cleans up the locals toolwindow by grouping the fields under a single module variable.
Limit the scope of variables as much as possible. Prefer passing parameters and keeping the value in local scope over promoting the variable to a larger scope.
Declare variables where you’re using them, as you need them. You should never need to scroll anywhere to see the declaration of a variable you’re looking at.
Late Binding
Late binding has precious little to do with CreateObject and whether or not a library is referenced. In fact, late binding happens implicitly rather easily, and way too often. Strive to remain in early-bound realm all the time: when the compiler / IntelliSense doesn’t know what you’re doing, you’re on your own, and even Option Explicit can’t save you from a typo (and error 438).
Avoid making a member call against Object or Variant. If a compile-time type exists that’s usable with that object, a local variable of that data type should be assigned (Set) the Object reference and the member call made early-bound against this local variable.
Taking an object presenting one interface and assigning it to another data type is called “casting”.
Of course explicit late binding is OK (As Object, no library reference, create objects with CreateObject instead of the New operator). Late binding is very useful and has many legitimate uses, but generally not when the object type is accessible at compile-time through a library reference.
Avoid the dictionary-access (aka “bang”) operator !, it is late-bound by definition, and makes what’s actually a string literal read like a member name, and any member call chained to it is inevitably late-bound too. Rubberduck can parse and resolve these, but they’re much harder to process than standard method calls.
Explicitness
Use explicit modifiers everywhere (Public/Private, ByRef/ByVal).
Declare an explicit data type, even (especially!) if it’s Variant.
Note: some object models define a hidden default member (e.g. Range.[_Default]) that redirects to another member depending on its parameterization. In such cases it’s best to invoke that member directly; for example use Range.Value as appropriate, but the hidden [_Default] member is better off not being invoked at all, for both readability and performance reasons.
Invoke parameterized default members implicitly when they are indexers that get a particular item in an object collection, for example the Item property of a Collection. Invoking them explicitly doesn’t hurt, but could be considered rather verbose.
Call is not a keyword that needs to be in your program’s vocabulary when you use expressive, descriptive procedure names that imply an action taking place.
Consider explicitly qualifying standard module member calls with the project (and module) name, including for standard and referenced libraries, especially in VBA projects that reference multiple object models.
Structured Programming (Procedural)
One macro/script per module. Do have it in a module rather than a worksheet’s code-behind.
Public procedure first, followed by parameterized Private procedures, in decreasing abstraction level order such that the top reads like a summary and the bottom like boring, small but specific operations.
You know it’s done right when you introduce a second macro/module and get to pull the small, low-abstraction, specific operations into Public members of a utility module, and reuse them.
Don’t Repeat Yourself (DRY).
Consider passing the relevant state to another procedure when entering a block of code. Code is simpler and easier to follow when the body of a loop or a conditional block is pulled into its own scope.
Avoid using error handling to control the flow of execution: the best error handling is no error handling at all, because assumptions are checked and things are validated. For example instead of opening a file from a parameter value, first verify that the file exists instead of handling a file not found error… but still handle errors, for any exceptional situations that might occur while accessing the file.
When it’s not possible to avoid error handling, consider extracting a Boolean function that swallows the expected error and returns False on failure, to simplify the logic.
Handle errors around all file and network I/O.
Never trust user inputs to be valid or formatted as expected.
Object Oriented Programming
In VBA/VB6 we get to go further than mere scripting and apply Object-Oriented Programming principles, probably more relevantly so in VB6 and larger VBA projects. For many years it has been drilled into our heads that VBA/VB6 cannot do “real” OOP because it doesn’t support inheritance. The truth is that there is much, much more to OOP than inheritance, and if you want to learn and apply OOP principles in your VBA/VB6 code, you absolutely can, and you absolutely should, and Rubberduck will absolutely help you do that.
Adhere to standard OOP best practices, they are general, language-agnostic concepts that couldn’t care less about the capabilities of VBA/VB6:
Single Responsibility Principle – each abstraction should be responsible for one thing.
Open/Closed Principle – write code that doesn’t need to change unless the purpose of the abstraction itself needs to change.
Liskov Substitution Principle – code should run the exact same execution paths regardless of the concrete implementation of a given abstraction.
Interface Segregation Principle – keep interfaces small and specialized, avoid a design that constantly needs new members to be added to an interface.
Dependency Inversion Principle – depend on abstractions, not concrete implementations.
Leverage composition where inheritance would be needed.
You cannot have parameterized constructors, but you still can leverage property injection in factory methods to inject instance-level dependencies.
Leverage method injection to inject method-level dependencies.
Avoid New-ing dependencies in-place, it couples a class with another, which hinders testability; inject the dependencies instead.
Use the New keyword in your composition root, as close as possible to an entry point.
The Workbook_Open event handler (Excel) is a possible entry point.
Macros (Sub procedures invoked from outside the code) are also valid entry points.
Let go of the idea that a module must control every last one of its dependencies: let something else deal with creating or dereferencing these objects.
Inject an abstract factory when a dependency cannot or should not be created at the composition root, for example if you needed to connect to a database and wish to keep the connection object as short-lived and tightly-scoped as possible.
Keep the default instance of a class stateless as much as possible. Actively protect/guard against accidental misuse by throwing a run-time error as necessary.
Use standard modules instead of a utility class with a @PredeclaredId, that never gets explicitly instantiated or used as an actual object.
User Interfaces
UI code is inherently object-oriented, and thus a UserForm should be treated as the object it wants to be. The responsibilities of a user interface are simple: display and collect data to/from the user, and/or offer a way to execute commands (which typically consume or otherwise manipulate the data).
Avoid working directly with the form’s default instance. New it up instead.
Form module / code-behind should be strictly concerned with presentation concerns.
Do implement UI logic in form’s code-behind, e.g. enable this control when this command says it can be executed, or show this label when the model isn’t valid, etc.
Consider creating a model class to encapsulate the form’s state/data.
Expose a read/write property for each editable field on the form.
Expose a read-only property for data needed by the controls (e.g. the items of a ListBox).
Controls’ Change handlers manipulate the model properties.
Expose additional methods and properties as needed for data/input validation.
Consider having an IsValid property that returns True when all required values are supplied and valid, False otherwise; use this property to enable or disable the form’s Accept button.
Avoid implementing any kind of side-effecting logic in a CommandButton‘s Click handler. A CommandButton should invoke a command, right?
In procedural code the command might be a Public Sub procedure in a standard module named after the form, e.g. a SomeDialogCommands module for a SomeDialog form.
In OOP the command might be a property-injected instance of a DoSomethingCommand class; the Click handler invokes the command’s Execute method and could pass the model as a parameter.
Consider implementing a presenter object that is responsible for owning and displaying the form instance; the Model-View-Presenter UI pattern is well documented, and like everything OOP, its concepts aren’t specific to any language or platform.
Caveat: Microsoft Access Data-Bound UI
VBA projects hosted in Microsoft Access can absolutely use UserForm modules too, but without Rubberduck you need to hunt down the IDE command for it because it’s hidden. Instead, in Access you mostly create Access Forms, which (being document modules owned by the host application) have much more in common with a Worksheet module in Excel than with a UserForm.
The paradigm is different in an Access form, because of data bindings: a data-bound form is inherently coupled with the underlying database storage, and any effort to decouple the UI from the database is working directly against everything Access is trying to make easier for you.
Treating an Access form the way one would treat a worksheet UI in Excel puts you in a bit of a different mindset. Imagine the Battleship worksheet UI implemented as an Access form: the game would be updating game state records in the underlying database, and instead of having code to pull the game state into the UI there would only need to be code to re-query the game state, and the data bindings would take care of updating the actual UI – and then the game could easily become multi-player, with two clients connecting to the database and sharing the same game state.
This is very fundamentally different than how one would go about getting the data into the controls without such data bindings. Binding the UI directly to a data source is perfectly fine when that data source happens to be running in the very same process your VBA code is hosted in: Access’ Rapid Application Development (RAD) approach is perfectly valid in this context, and its global objects and global state make a nice beginner-friendly API to accomplish quite a lot, even with only a minimal understanding of the programming language (and probably a bit of Access-SQL).
If we’re talking about unbound MS-Access forms, then it’s probably worth exploring Model-View-Presenter and Model-View-Controller architectures regardless: in such exploratory OOP scenarios the above recommendations can all hold.
UI Design
I’m not going to pretend to be a guru of UI design, but over the years I’ve come to find myself consistently incorporating the same elements in my modal forms, and it has worked very well for me so here we go turning that into general guidelines.
TopPanel is a Label control with a white background that is docked at the top and tall enough to comfortably fit short instructions.
BottomPanel is also a Label control, with a dark gray background, docked at the bottom and no more than 32 pixels in height.
DialogTitle is another Label control with a bold font, overlapping the TopPanel control.
DialogInstructions is another Label control overlapping the TopPanel control.
DialogIcon is an Image control for a 16×16 or 24×24 .bmp icon aligned left, at the same Top coordinate as the DialogTitle control.
OkButton, CancelButton, CloseButton, ApplyButton would be CommandButton controls overlapping the BottomPanel control, right-aligned.
The actual client area content layout isn’t exactly free-for-all, and I doubt it’s possible to come up with a set of “rules” that can apply universally, but we can try, yeah?
Identify each field with a label; align all fields to make it look like an implicit grid.
Seek visual balance; ensure a relatively constant margin on all sides of the client area, space things out but not too much. Use Frame controls to group ComboBox options.
Avoid making a complex form with too many responsibilities and, inevitably, too many controls. Beyond a certain complexity level, consider making separate forms instead of tabs.
Use Segoe UI for a more modern font than MS Sans Serif.
Do not bold all the labels.
Have a ToolTip string for the label of every field the user must interact with. If a field is required or demands a particular format/pattern, indicate it.
Consider toggling the visibility of a 16×16 icon next to (or even inside, right-aligned) input fields, to clearly indicate any data validation errors (have a tooltip string on the image control with the validation error message, e.g. “this field is required”, or “value cannot be greater than 100”).
Name. All. The. Things.
Use background colors in input controls only to strongly signal something to the user, like a validation error that must be corrected in order to move on. Dark red text over a light pink background makes a very strong statement.
Keep a consistent color scheme/palette and style across all of your application’s UI components.
This pretty much concludes the “guidelines” section (although I’ll quite probably be adding more to it), but since discussing unit testing and testability lines up with everything above…
Unit Testing
A unit test is a small, simple procedure that is responsible for 3 things:
Arrange dependencies and set expectations.
Act, by invoking the method or function under test.
Assert that the expected result matches the actual one.
When a unit test runs, Rubberduck tracks Assert.Xxxx method calls and their outcome; if a single Assert call fails, the test fails. Such automated tests are very useful to document the requirements of a particular model class, or the behavior of a given utility function with multiple optional parameters. With enough coverage, tests can actively prevent regression bugs from being inadvertently introduced as the code is maintained and modified: if a tweak breaks a test, you know exactly what functionality you broke, and if all tests are green you know the code is still going to behave as intended.
Have a test module per unit/class you’re testing, and consider naming the test methods following a MethodUnderTest_GivenAbcThenXyz, where MethodUnderTest is the name of the method you’re testing, Abc is a particular condition, and Xyz is the outcome. For tests that expect an error, consider following a MethodUnderTest_GivenAbc_Throws naming pattern. Rubberduck will not warn about underscores in test method names, and these underscores are safe because Rubberduck test modules are standard modules, and unit test naming recommendations usually heavily favor being descriptive over being concise.
What to test?
You want to test each object’s public interface, and treat an object’s private members as implementation details. You do NOT want to test implementation details. For example if a class’ default interface only exposes a handful of Property Get members and a Create factory method that performs property-injection and a handful of properties, then there should be tests that validate that each of the parameters of the Create method correspond to an injected property. If one of the parameters isn’t allowed to be Nothing, then there should be a guard clause in the Create method for it, and a unit test that ensures a specific error is being raised when the Create method is invoked with Nothing for that parameter.
Below is one such simple example, where we have 2 properties and a method; note how tests for the private InjectDependencies function would be redundant if the public Create function is already covered – the InjectDependencies function is an implementation detail of the Create function:
'@PredeclaredId
Option Explicit
Implements IClass1
Private Type TState
SomeValue As String
SomeDependency As Object
End Type
Private This As TState
Public Function Create(ByVal SomeValue As String, ByVal SomeDependency As Object) As IClass1
If SomeValue = vbNullString Then Err.Raise 5
If SomeDependency Is Nothing Then Err.Raise 5
Dim Result As Class1
Set Result = New Class1
InjectProperties Result, SomeValue, SomeDependency
Set Create = Result
End Function
Private Sub InjectProperties(ByVal Instance As Class1, ByVal SomeValue As String, ByVal SomeDependency As Object)
Instance.SomeValue = SomeValue
Set Instance.SomeDependency = SomeDependency
End Sub
Public Property Get SomeValue() As String
SomeValue = This.SomeValue
End Property
Public Property Let SomeValue(ByVal RHS As String)
This.SomeValue = RHS
End Property
Public Property Get SomeDependency() As Object
SomeDependency = This.SomeDependency
End Property
Public Property Set SomeDependency(ByVal RHS As Object)
Set This.SomeDependency = RHS
End Property
Private Property Get IClass1_SomeValue() As String
IClass1_SomeValue = This.SomeValue
End Property
Private Property Get IClass1_SomeDependency() As Object
IClass1_SomeDependency = This.SomeDependency
End Property
Note: the property injection mechanism doesn’t need a Property Get member on the Class1 interface, however not exposing a Property Get member for a property that has a Property Let (and/or Property Set) procedure, would leave the property as write-only on the Class1 interface. Write-only properties would be flagged as a design smell, so there’s a conundrum here: either we expose a Property Get that nothing is calling (except unit tests, perhaps), or we expose a write-only property (with a comment that explains its property injection purpose). There is no right or wrong, only a consistent design matters.
If we were to write unit tests for this class, we would need at least:
One test that invokes Class1.Create with an "" empty string for the first argument and fails if error 5 isn’t raised by the procedure call.
One test that invokes Class1.Create with Nothing for the second argument and fails if error 5 isn’t raised by the procedure call.
One test that invokes Class1.Create with valid arguments and fails if the returned object is Nothing.
One test that invokes Class1.Create with valid arguments and fails if the Class1.SomeValue property doesn’t return the value of the first argument.
One test that invokes Class1.Create with valid arguments and fails if the Class1.SomeDependency property doesn’t return the very same object reference as was passed for the second argument.
One test that invokes Class1.Create with valid arguments and fails if the IClass1.SomeValue property doesn’t return the same value as Class1.SomeValue does.
One test that invokes Class1.Create with valid arguments and fails if the IClass1.SomeDependency property doesn’t return the same object reference as Class1.SomeDependency does.
Obviously that’s just a simplified example, but it does perfectly illustrate the notion that the answer to “what to test?” is simply “every single execution path”… of every public member (private members are implementation details that are invoked from the public members; if they specifically need tests, then they deserve to be their own concern-addressing class module).
What is testable?
Without the Property Get members of Class1 and/or IClass1, we wouldn’t be able to test that the Create method is property-injecting SomeValue and SomeDependency, because the object’s internal state is encapsulated (as it should be). Therefore, there’s an implicit assumption that a Property Get member for a property-injected dependency is returning the encapsulated value or reference, and nothing more: by writing tests that rely on that assumption, we are documenting it.
Now SomeDependency might be an instance of another class, and that class might have its own encapsulated state, dependencies, and testable logic. A more meaty Class1 module might have a method that invokes SomeDependency.DoSomething, and the tests for that method would have to be able to assert that SomeDependency.DoSomething has been invoked once.
If Class1 wasn’t property-injecting SomeDependency (for example if SomeDependency was being New‘d it up instead), we would not be able to write such a test, because the outcome of the test might be dependent on a method being called against that dependency.
A simple example would be Class1 newing up a FileSystemObject to iterate the files of a given folder. In such a case, FileSystemObject is a dependency, and if Class1.DoSomething is newing it up directly then every time Class1.DoSomething is called, it’s going to try and iterate the files of a given folder, because that’s what a FileSystemObject does, it hits the file system. And that’s slow. I/O (file, network, …and user) is dependent on so many things that can go wrong for so many reasons, having it interfere with tests is something you want to avoid.
The way to avoid having user, network, and file inputs and outputs interfere with the tests of any method, is to completely let go of the “need” for a method to control any of its dependencies. The method doesn’t need to create a new instance of a FileSystemObject; what it really needs is actually a much simpler any object that’s capable of returning a list of files or file names in a given folder.
So instead of this:
Public Sub DoSomething(ByVal Path As String)
With CreateObjet("Scripting.FileSystemObject")
' gets the Path folder...
' iterates all files...
' ...
End With
End Sub
We would do this:
Public Sub DoSomething(ByVal Path As String, ByVal FileProvider As IFileProvider)
Dim Files As Variant
Files = FileProvider.GetFiles(Path)
' iterates all files...
' ...
End Sub
Where IFileProvider would be an interface/class module that might look like this:
Option Explicit
'@Interface
'@Description "Returns an array containing the file names under the specified folder."
Public Function GetFiles(ByVal Path As String) As Variant
End Function
That interface might very well be implemented in a class module named FileProvider that uses a FileSystemObject to return the promised array.
It could also be implemented in another class module, named TestFileProvider, that uses a ParamArray parameter so that unit tests can take control of the IFileProvider dependency and inject (here by method injection) a TestFileProvider instance. The DoSomething method doesn’t need to know where the file names came from, only that it can expect an array of existing, valid file names from IFileProvider.GetFiles(String). If the DoSomething method indeed doesn’t care where the files came from, then it’s adhering to pretty much all OOP design principles, and now a test can be written that fails if DoSomething is doing something wrong – as opposed to a test that might fail if some network drive happens to be dismounted, or works locally when working from home but only with a VPN.
The hard part is obviously identifying the dependencies in the first place. If you’re refactoring a procedural VBA macro, you must determine what the inputs and outputs are, what objects hold the state that’s being altered, and devise a way to abstract them away and inject these dependencies from the calling code – whether that caller is the original entry point macro procedure, or a new unit test.
Mocking
In the above example, the TestFileProvider implementation of the IFileProvider dependency is essentially a test stub: you actually write a separate implementation for the sole purpose of being able to run the code with fake dependencies that don’t incur any file, network, or user I/O. Reusing these stubs in “test” macros that wire up the UI by injecting the test stubs instead of the actual implementations, should result in the application running normally… without hitting any file system or network.
With mocks, you don’t need to write a “test” implementation. Instead, you configure an object provided by a mocking framework to behave as the method/test needs, and the framework implements the mocked interface with an object that can be injected, that verifiably behaves as configured.
Sounds like magic? A lot of it actually is, from a VBA/VB6 standpoint. Many tests in Rubberduck leverage a very popular mocking framework called Moq. What we’re going to be releasing as an experimental feature is not only a COM-visible wrapper around Moq. The fun part is that the Moq methods we need to use are generic methods that take lambda expressions as parameters, so our wrapper needs to expose an API VBA code can use, and then “translate” it into member calls into the Moq API, but because they’re generic methods and the mocked interface is a COM object, we essentially build a .NET type on the fly to match the mocked VBA/COM interface, so that’s what Moq actually mocks: a .NET interface type Rubberduck makes up at run-time from any COM object. Moq uses Castle Windsor under the hood to spawn instances of proxy types – made-up actual objects that actually implement one or more interfaces. Castle Windsor is excellent at what it does; we use CW to automate dependency injection in Rubberduck (a technique dubbed Inversion of Control, where a single container object is responsible for creating all instances of all objects in the application in the composition root; that’s what’s going on while Rubberduck’s splash screen is being displayed).
There is a problem though: CW seems to be caching types with the reasonable but still implicit assumption that the type isn’t going to change at run-time. In our case however, this means mocking a VBA interface once and then modifying that interface (e.g. adding, removing, or reordering members, or changing a member signature in any way) and re-running the test would still be mocking the old interface, as long as the host process lives. This isn’t a problem for mocking a Range or a Worksheet dependency, but VBA user code is being punished here.
Verifiable Invocations
Going back to the IFileProvider example, the GetFiles method could be configured to return a hard-coded array of bogus test strings, and a test could be made to turn green when IFileProvider.GetFiles is invoked with the same specific Path parameter value that was given to Class1.DoSomething. If you were stubbing IFileProvider, you would perhaps increment a counter every time IFileProvider_GetFiles is invoked, and expose that counter with a property that the test could Assert is equal to an expected value. With Moq, you can make a test fail by invoking a Verify method on the mock itself, that verifies whether the specified method was invoked as configured.
A best practice with mocking would be to only setup the minimal amount of members to make the test work, because of the performance overhead: if a mocked interface has 5 methods and 3 properties but the method under test only needs 2 of these methods and 1 of these properties, then it should only setup these. Verification makes mocking a very valuable tool to test behavior that relies on side-effects and state changes.
The best part is that because VBA is COM, then everything is an interface, so if you don’t have an IFileProvider interface but you’re still passing a FileProvider object as a dependency, then you can mock the FileProvider directly and don’t need to introduce any extra “just-for-testing” IFileProvider interface if you don’t already have one.
I’m going to stop here and just publish, otherwise I’ll be editing this post forever. So much is missing…
If you haven’t tried it already, download VSCode and get the twinBASIC extension, and be part of the next stage of the Visual Basic revolution. When it goes live (it’s still in preview, and vigorously maintained), twinBASIC will compile 100% VB6/VBA compatible code and completely redefine how VB6 and VBA solutions will be maintained and extended in the foreseeable future.
Among the many mind-blowing language-level enhancements twinBASIC brings to the table, are actual constructors – something Visual Basic developers that haven’t made the leap to VB.NET have only been able to simulate with factory methods.
Object Construction As We Know It
When we create a new instance of a class in VBA like this:
Dim thing As Something
Set thing = New Something
Several things appear to happen all at once, but in reality there’s a very specific sequence of events that unfolds when this Set assignment instruction is evaluated:
The right-hand side of the assignment is evaluated first; it’s a <new-expression>, so we’re spawning a New instance of the Something class.
As the object gets created and before the New operation returns to the caller, the Class_Initialize handler inside the Something class is invoked.
When the Class_Initialize handler returns, the New operation is completed and yields an object reference pointing to the new object.
The object reference gets copied to the thing variable, and member calls are now legal against it.
Classes in VBA/VB6 don’t really have a constructor – there’s this Class_Initialize handler where it’s appropriate to initialize private instance state, but it’s essentially a callback invoked from the actual “base class” constructor which is for a COM object and thus, without any parameters.
Default Instances & Factory Methods
Classes in VBA/VB6 have a hidden VB_PredeclaredId attribute that is False by default, but that can be set to True (either manually, or using Rubberduck’s @PredeclaredId annotation). Document modules like ThisWorkbook and Sheet1, but also UserForm modules, have that hidden attribute set to True.
Given a VB_PredeclaredId = True attribute, the runtime automatically creates an instance of the class that is named after the class itself, so the global UserForm1 identifier refers to the default instance of the UserForm1 class when it’s used as an object, and refers to the UserForm1class type when it’s used as a type.
If you handle Class_Initialize in a class that has VB_PredeclaredId set to True, you’ll notice the handler is invoked the first time the class name is used as an object in code, i.e. just before the first reference to it. And if you handle Class_Terminate too, you’ll find the default instance gets destroyed as soon as it’s no longer needed (i.e. when nothing in-scope references it anymore).
We could treat default instances like global objects – that’s what they are. But globals and OOP don’t quite go hand-in-hand, for many reasons; there’s something icky about having magical implicit global objects spawned from the language runtime itself. However, if we treat this default instance as we would a type, then we can consider the members of a class’ default interface as members that belong to the type, and then we can define an explicit, separate interface that the class can implement to expose its actual intended instance functionality.
In many languages, members that belong to a type (rather than an instance of that type) are called “static”. In C# the static keyword is used for this, but in VBA/VB6 the Static keyword has a different meaning and there isn’t really anything “static” in Visual Basic. In .NET type-level members are identified with the Shared keyword, which was reserved in VB6 but never implemented. twinBASIC might end up changing that.
So by treating the default instance of a VBA/VB6 class as we would a static class (i.e. keeping the default instance stateless, that is, we don’t allow it to hold any state/variables), we can still adhere to OOP principles while leveraging language features that let us simulatestatic behavior, chiefly so by exposing factory methods that effectively simulate parameterized constructors – here for our Something example class module, with an added SomeProperty value being property-injected:
'@PredeclaredId
Option Explicit
Implements ISomething
Private mValue As Long
Public Function Create(ByVal Value As Long) As ISomething
Dim Result As Something
Set Result = New Something
Result.SomeProperty = Value
Set Create = Result
End Function
Public Property Let SomeProperty(ByVal RHS As Long)
mValue = RHS
End Property
Private Property Get ISomething_SomeProperty() As Long
ISomething_SomeProperty = mValue
End Property
The ISomething interface is only exposing SomeProperty with a Property Get accessor, which makes it read-only. That’s great when the code is written against ISomething, but then several things feel wrong:
We must expose Property Let (or Property Set) mutators on the class’ default interface to support the property-injection that happens in the factory method.
Rubberduck will (appropriately) flag the write-only properties and suggest to also expose a Property Get accessor, because it makes no sense to be able to write to a property when we can’t read back the value we just wrote.
Properties visible on the default interface look like mutable state that is accessible from the default instance. If nothing is done to actively prevent it, the default instance can easily become stateful… and then we’re looking at dreadful global state living in some class.
In order to have a clean interface without the Create member (and without the Property Let mutator), we must implement an explicit, non-default interface to expose the members we intend the calling code to work with.
Actual Constructors
With twinBASIC we get actual constructors, that can be parameterized (for classes we’re not making visible to COM clients, like VBA or VB6). A constructor is a special procedure named New (like the operator) whose sole purpose is to initialize the state of an object, so that the client code creating the object receives a fully-initialized object: the very same purpose as a default instance factory method.
We don’t need default instance factory methods in twinBASIC because we get to define actual constructors. This has several interesting and snowballing implications we’ll go over in a moment, but first we need to establish certain things about what constructors should and generally shouldn’t do.
DO take a constructor parameter for instance state that should be initialized by the caller.
DO initialize private instance fields from constructor parameters.
DO invoke any private initialization procedures that must be invoked for the object instance to be valid when the constructor returns.
DO validate all parameters and raise a run-time error given any invalid parameter value.
AVOID doing any kind of non-initialization work in a constructor.
AVOID invoking any procedure that performs non-initialization work from a constructor.
AVOID raising run-time errors in a constructor (other than from guard clauses validating parameter values).
For example, a DbConnection class might take a ConnectionString constructor parameter; the constructor stores the ConnectionString as instance-level state into a private field, then returns. Another method invoked by the consumer of the object invokes an Open method that reads the ConnectionString and proceeds to open the database connection. The DbConnection constructor could open the connection itself and that would probably be convenient for a lot of use cases… but it also couples constructing a DbConnection object with the action of connecting to a database. Problem is, when most people read this instruction:
Dim db As DbConnection = New DbConnection(connString)
…they expect to have simply instantiated a new DbConnection object – nothing less, nothing more. If merely creating an instance of an object can raise a run-time error because some network cable is unplugged, we’re looking at the consequences of having a badly side-effecting constructor.
Inline initialization notice the initial assignment is on the same line as the declaration? This syntax is legal in VB.NET, and twinBASIC adopted it as well. In VBA/VB6, we must separate the declaration (Dim) from the instruction performing the instantiation and assignment.
When we create a New object, we expect a new object to get created, and we expect that to be a very boring thing: it wouldn’t even occur to us that there’s the slightest chance anything could possibly go wrong with just spawning a new instance of a class.
That is why constructors should adhere as much as possible to the KISS principle: Keep It Stupid Simple. If something more complicated than creating objects and setting their properties happens in a constructor, consider refactoring it so that the actual work is triggered after the object is constructed.
Implications
The constructor is operating on the instance that’s in the process of being created. This makes them much simpler to reason about and to implement than, say, a Create factory method on the default interface of the class, because now we have access to the internal state of the object we’re constructing.
The implication of this, is that we no longer need to expose any Property Let mutators to property-inject the parameter values; instead we can now do constructor injection and directly assign the private fields, without needing to pollute the class’ default interface with members we don’t need.
Since we’re no longer polluting the class’ default interface with members we don’t need, we don’t have to extract an explicit interface to hide them anymore. And since constructors are invoked using the New operator, there’s no need to have a predeclared default instance of the class for a Create method to be accessible to the calling code.
Let’s see how tremendously twinBASIC constructors change everything, by contrasting a simple scenario in Classic VB with the same identical scenario in twinBASIC.
Simulating Constructors in Classic VB (VBA/VB6)
Here’s an example of how I’d write a class named Example, simulating a parameterized constructor:
'@PredeclaredId
Option Explicit
Implements IExample
Private Type TState
Value1 As Long
Value2 As String
End Type
Private This As TState
Public Function Create(ByVal Value1 As Long, ByVal Value2 As String) As IExample
Dim Result As Example
Set Result = New Example
Result.Value1 = Value1
Result.Value2 = Value2
Set Create = Result
End Function
Public Property Get Value1() As Long
Value1 = This.Value1
End Property
Public Property Let Value1(ByVal RHS As Long)
This.Value1 = RHS
End Property
Public Property Get Value2() As String
This.Value2 = RHS
End Property
Public Property Let Value2(ByVal RHS As String)
This.Value2 = RHS
End Property
Private Property Get IExample_Value1() As Long
IExample_Value1 = This.Value1
End Property
Private Property Get IExample_Value2() As String
IExample_Value2 = This.Value2
End Property
Where IExample is another class module that only exposes Public Property Get Value1() As Long and Public Property Get Value2() As String. The calling code might look like this:
Dim x As IExample
Set x = Example.Create(42, "Test")
Debug.Print x.Value1, x.Value2
The x variable could legally be cast to an Example, and then x.Value = 10 would be legal too. But we code against abstract interfaces so we get IExample.Value1 and IExample.Value2 as get-only properties, and that’s the standard pattern I’ve now been using for several years in classic VB, to perform dependency injection and initialize objects with properties before they’re returned to the code that consumes them.
It works pretty nicely, with relatively few caveats (like casting to concrete /default interface being allowed, or Example.Value1 = 42 making the default instance stateful unless we actively guard against it) but it’s robust enough and makes a rather clean API that’s very suitable for OOP and testable code.
Are we in the default instance? Using the Is operator together with Me, we can test whether Me Is Example and determine whether we’re currently in the default instance of the Example class. So adding If Me Is Example Then Err.Raise 5 could raise a run-time error as a guard clause in the Property Let members, effectively protecting against misuse of the class/design.
Rubberduck has tooling that makes writing most of this code pretty much entirely automatic, but at the end of the day it’s still quite a lot of code – and the only reason we need it is because we can’t parameterize an actual constructor.
What if we could though?
Constructors in twinBASIC
The legacy-VB example above should compile just fine and work identically in twinBASIC, but the language offers new opportunities and it would be silly to ignore them. Now a twinBASIC executable doesn’t necessarily have the same concerns as a twinBASIC ActiveX DLL; in a standalone .exe project we can do anything we want, but if we’re making a library that’s intended to be used by legacy VB code we have to keep our intended COM-based client in mind.
COM clients (like VBA) don’t support parameterized constructors, so public/exposed classes (with VB_Exposed attribute set to True) should define a parameterless constructor. Either the legacy way, with a Class_Initialize handler:
Private Sub Class_Initialize()
End Sub
Or the twinBASIC way with an explicit, parameterless constructor:
Public Sub New()
End Sub
Similar to VB.NET, a constructor in twinBASIC is a Sub procedure named New in a class module. Ideally you want your constructor near the top of the module, as the first member of the class. Not for any technical reason really, but instinctively that’s where you expect a constructor to be.
A class’ parameterless constructor is dubbed a default constructor, because if no constructor is specified for a class, then an implicit one necessarily exists. If a class defines a parameterized constructor, it is understood as a class that requires the constructor arguments, and there is no implicit default/parameterless constructor then: a COM client could not create a new instance of such a class.
In twinBASIC, I’d write the above Example clas like this – note the absence of an IExample interface:
Class Example
Private Type TState
Value1 As Long
Value2 As String
End Type
Private This As TState
Public Sub New(ByVal Value1 As Long, ByVal Value2 As String)
This.Value1 = Value1
This.Value2 = Value2
End Sub
Public Property Get Value1() As Long
Return This.Value1
End Property
Public Property Get Value2() As String
Return This.Value2
End Property
End Class
The calling code would now look like this:
Dim x As Example = New Example(42, "Test")
Debug.Print x.Value1, x.Value2
And it would have the exact same compile-time restrictions as the code written against the read-only IExample VBA/VB6 interface, only now thanks to parameterized construction we get to constructor-inject values and make the default interface of the Example class read-only, as we intended all along.
With twinBASIC we can still implement interfaces, but here an IExample get-only interface would be redundant. In a sense that brings most useful interfaces in twinBASIC closer to “pure” abstract interfaces, the kind that gets implemented by multiple classes: it would be suspicious to see a Thing class implement an IThing interface, for example, whereas in VBA/VB6 IThing would be an interface to work with a Thing instance when Thing is only used as a type as in myThing = Thing.Create(42).
Constructor Injection
In VBA/VB6 with factory methods we can achieve property injection – that is, using properties to “inject” dependencies into a class instance: the factory method invokes Property Let/Set procedures to do this. An example of property injection is how we set an ADODB.Connection‘s ConnectionStringafter instantiating the Connection object.
Dim Conn As Connection
Set Conn = New Connection
Conn.ConnectionString = "..."
Conn.Open
That works, but then it’s not ideal because it induces temporal coupling in the client code: the caller must remember to set the ConnectionString property before they invoke the Open method.
In VBA/VB6 we can also do method injection by taking dependencies in as Sub or Function parameters. To stick with the ConnectionString example, method injection would be the Open method taking the connection string as a parameter:
Dim Conn As Connection
Set Conn = New Connection
Conn.Open "..."
That’s much better: it’s now impossible for the calling code to “forget” to supply a connection string. The Property Let ConnectionString member becomes somewhat of a wart, and should be removed.
Now method injection is great for something like a connection string and nothing needs it other than an Open method. If many members of a class seem to need the same parameters, there’s a good chance we can remove that parameter from all these members by promoting the dependency to instance level. In VBA/VB6 that would have to be through property injection. Say you have a class and many of its members require a Connection parameter: ask yourself whether it would make sense for that Connection to be a dependency of the class rather than a dependency of each one of its methods.
With twinBASIC we can now do constructor injection, and create objects that are valid as soon as they come into existence:
Dim Conn As Connection = New Connection("...")
Conn.Open
If a Connection class takes a ByVal ConnectionString As String constructor argument, then the constructor can store that string in Private instance state, and we only need to expose a ConnectionString property (which would be get-only) if we have a reason to do so. The object is immediately usable, and there’s no temporal coupling anymore.
Eventually, twinBASIC could support ReadOnly modifiers for instance fields, that could enforce and guarantee immutability: the role of a constructor then boils down to assigning all the ReadOnly private instance fields.
By writing classes that take their instance-level dependencies as constructor arguments, we throw consumers of these classes into a pit of success where doing things wrong is much harder than doing them correctly – and that is the single best reason to leverage constructors when we can.
Most of the time, we don’t need any global variables. State can usually be neatly encapsulated in an object, and a reference to this object can easily be passed as an argument to any procedure scope that needs it. But global scope is neither a necessary evil, nor necessarily evil. Like many things in programming, it’s a tool, and like many other tools, misusing it can cause pain.
The VBA code and host Excel workbook accompanying this article can be found on GitHub.
What is Global Scope?
When we declare a variable inside a procedure, we call it a “local variable” in reference to its scope being local to the procedure. “Module variables” are accessible within any procedure scope within the module they’re declared in. Public members of private modules (and Friend members of public modules) are only accessible within the project they live in, and Public members of public modules are global and can be accessed from other projects.
The different scopes of VBA: Global, project, module, and local.
Because in VBA class modules are private by default, and a public class is only PublicNotCreatable (as in, a referencing project cannot create a New instance of a class, factory methods must be provided), and also because “actually global” is in reality slightly more complicated than that (the VB_GlobalNamespace attribute is always going to be False for a VBA class), for the sake of simplicity when I talk about “global scope” and “globals” in this article, I’m treating global and project scopes as one and the same – but it’s important to know the difference, especially more so in scenarios where a VBA/Excel add-in/library is being referenced by other VBA projects, where a tidy public API is handy.
Keywords Rubberduck recommends using the Dim keyword only in local scope, and to use the Private keyword to declare module-level variables. It also recommendsusing Public over Global, because nothing is really “global” in VBA and that makes the deprecated keyword potentially confusing. The Global keyword really means Public in VBA, and should be avoided.
Picture the VBA runtime executing some macro procedure and some variable needs to be incremented by 1. Scope determines whether that variable identifier is referring to a local, module, or global declaration. Accessibility is how we use code to restrict scope, using keywords like Private, Public, or Friend: if the variable identifier exists in a public module but is declared with the Private keyword, then it’s inaccessible and not in scope for the procedure we’re in.
So in search for the variable’s declaration we look for a local scope declaration by that name. If there isn’t any, we look for a module scope declaration for that name. Not there? We look at everything we can see in project scope. If we still haven’t found it then, we look for the declaration in the referenced libraries and projects, in priority order (so, the VBA standard library, then the host application’s own object model library, then everything else).
That’s scoping. Scopes and accessibility are closely related, but they’re different things. Think of accessibility as a tool to shape your private and public interfaces and APIs, keeping in mind that in VBA all module members are implicitly Public unless their declaration states otherwise.
Globals and Testability
Global variables are very useful: having a piece of data that is accessible from anywhere in the code does have its advantages. Used wisely, globals can very elegantly address cross-cutting concerns. Instead of having every method responsible for its own logging, or instead of passing a Logger instance to every method, each scope can access a single global Logger object (or invoke the same Log utility procedure), and there really isn’t any problem with that, …until you realize that your unit tests are all needlessly writing logs to some file under C:\Dev\VBA because the global logger is doing its job whether or not the code invoking it is being executed from a test runner… and this is making tests run code that isn’t related to these tests’ purpose: if there’s a bug in the logger code, it’s a test about the logger code that should be failing, not every single other test that couldn’t care less for the logging functionality.
From a testability standpoint, code with global dependencies can be difficult, if not impossible to test. In the case of a global Logger dependency, the logger’s interface would need to expose some kind of “kill switch” that tests can invoke to disable logging… but then modifying an otherwise perfectly good interface for the sake of making the object aware of whether it’s being invoked from a test or not, isn’t ideal at all (we’ll see why in a bit).
This Logger is a good example of a legitimate global service, but it’s “user code” that could always be pragmatically modified to accommodate testing. What about code that depends on global-scope services that aren’t “user code”?
Treating the Excel Object Model as a Dependency
Imagine needing to write tests for user-defined functions (UDF) that store a number of values in a global Dictionary and then schedule a macro that then runs (asynchronously!) and sends these values over to some web API that returns data that then ends up on the worksheet, underneath the calling UDF; the functions have dependencies on Application.Caller and Application.OnTime: we don’t own the Application global object, and we can’t modify its code to accommodate testing – what then?
Writing tests for a UDF is normally trivial: the function takes inputs, computes a result, and then returns it. Tests can supply various inputs and run the function through all kinds of cases and assert that it handles them correctly, by simply comparing its return value with what’s expected, and exceptional edge cases can have tests asserting that the expected error is thrown.
Writing tests for a side-effecting UDF that temporarily stores data in global scope is a lot more challenging, for many reasons. Remember, unit tests:
Should reliably produce the same outcome regardless of any external factors;
Should be fast, and not involve any I/O or network activity;
Should be able to be executed individually or in any given order without affecting outcome;
Should be able to be executed concurrently (at least in theory – VBA won’t run concurrent code).
With state shared between the tests, we have to be careful to correctly setup and clean-up that state before & after each test, so that each test gets a fresh canvas in a controlled environment… and then we can live with VBA unit tests that would likely break if executed concurrently, because VBA can’t run them concurrently anyway.
Testing Untestable Things
Back to this not-so-crazy UDF scenario with the Application.OnTime hack: it wouldn’t be acceptable for a test to literally wait for Excel to decide it’s time to invoke a macro, not any more than a test should be sending any actual HTTP requests (although that would be very a good way to actually be testing an API’s rate limits and get acquainted with throttling, I guess), let alone parse and process an actual HTTP response.
Such a user-defined function involves too many moving parts soldered together to be testable: making the code testable involves making the parts moving parts again, and yes it involves a proverbial blowtorch and lots of proverbial sparks flying everywhere.
Refactoring code to make it testable is a lot of fun, but the first step is, ideally, to fully grasp what’s going on and why.
If you aren’t familiar with using Application.OnTime in user-defined functions (only indirectly, because Application.OnTime calls, like run-time errors and many other members in the Excel object model, get “swallowed” when Excel is evaluating a UDF), it’s a pretty cool process that goes like this:
The calling cell contains the UDF’s return value just before the macro gets asynchronously invoked and produces its own output.
So if a UDF stored its arguments as key/value pairs in a global-scope dictionary, if all goes well and according to plan, the macro that runs a moment later gets to consume this data.
By storing the Application.Caller cell object reference in global scope, the side-effecting macro gets to know where to put its results table. There’s always the possibility that a second UDF overwrites this global state during the split-second between the moment a first UDF writes it and the moment the scheduled asynchronous read of this global state actually happens: it’s important to keep in mind that Ambient Context does not inherently address this particular problem; the state is still global and mutable from anywhere in the code, and there is never any guarantee that any scope will run to completion before the VBA runtime decides it’s an asynchronous callback’s turn to run.
The Application.Caller member isn’t going to return a Range reference when it’s not a worksheet cell invoking the function, we can’t afford to wait for Application.OnTime, and we’d like to avoid actually invoking any Win32 API functions during a test. That UDF simply isn’t testable as-is.
The solution is to introduce an abstraction to wrap the Application members we need, and make the side-effecting UDFs depend on that abstraction instead of invoking Application members directly.
AbstractionThe untestable code might look something like this:
Public Function SideEffectingUDF(ByVal FirstParameter As String, ByVal SecondParameter As Long) As Variant
Set SomeGlobalRange = Application.Caller.Offset(RowOffset:=1)
With SomeGlobalDictionary
.Clear
.Add "FirstParameter", FirstParameter
.Add "SecondParameter", SecondParameter
End With
ScheduleMacro
End Function
Where ScheduleMacro involves a Win32 API call to schedule the execution of an Execute procedure that handles the Application.OnTime scheduling of the actual side-effecting procedure.
We want to be able to write a test that invokes this SideEffectingUDF function, and determines whether Application.Caller was invoked: Application.Caller is a dependency here, and for the test to be able to fulfill its purpose we must find a way to inject the dependencies so they can be controlled by the test, from outside the function.
Note how narrow such a test would be: it asserts that the UDF gets the Application.Caller reference, nothing more. Other tests would be similarly narrow, but for other things, and we don’t want a failing Application.Caller member call to interfere with these other tests by throwing error 91 before the test gets to do its thing. Whether or not we need to know if a UDF does or does not invoke Application.Caller, we still need a way to abstract the dependency away, to stub it.
You may be thinking “oh that’s easy” and be tempted go down this path:
Public Function SideEffectingUDF(ByVal FirstParameter As String, ByVal SecondParameter As Long) As Variant
If TypeOf Application.Caller Is Excel.Range Then
' caller is a worksheet cell
Set ThatGlobalCell = Application.Caller.Offset(RowOffset:=1)
With ThatGlobalDictionary
.Clear
.Add "FirstParameter", FirstParameter
.Add "SecondParameter", SecondParameter
End With
ScheduleMacro "SideEffectingMacro"
Else
' caller is a unit test
Set ThatGlobalCell = Sheet1.Cells(1, 1) ' tests can read as "Application.Caller was invoked"
With ThatGlobalDictionary
.Clear
.Add "FirstParameter", FirstParameter
.Add "SecondParameter", SecondParameter
End With
SideEffectingUDF = True ' tests can read this as "macro was scheduled"
End If
End Function
While it does solve the problem of avoiding to involve Application.Caller and actually scheduling the macro in tests, there are several reasons why this is a terrible idea:
Function now has a higher Cyclomatic Complexity metric by virtue of now needing more execution paths to accomplish the same thing: the code is objectively and measurably more complex now, on top of being repetitive (copying & pasting any code is usually a sign something is off!).
Tests are no longer executing the same code as normal execution does, which means tests are now testing code that only exists because there are tests: the normal execution path remains untested, and that makes the tests worthless busy-work.
Tests now need to be making assumptions about how the function is implemented, which effectively casts the code into concrete instead of making it simpler & safer to modify.
Dependencies should be abstractions, and code should be working with these abstractions without regards to their actual implementation: code that acts differently when the runtime type of an abstraction is X vs when it’s Y, violates the Liskov Substitution Principle, the “L” of “SOLID” that essentially states that all implementations of a given abstraction should be treated the same.
The killer is the second bullet: if the sole purpose of a test is to determine whether Application.Caller was invoked, and the UDF says “oh we’re in a test, here yeah everything is all right, see”, then a UDF that does nothing but returning True would pass that test, and that is why the test is useless, as is the code duplication.
When we write a test whose purpose is to determine whether the Application.Caller dependency was invoked, the test should FAIL when it isn’t, otherwise that test is just as good as a deleted one.
Now picture the UDF looking like this instead:
Public Function SideEffectingUDF(ByVal FirstParameter As String, ByVal SecondParameter As Long) As Variant
With AppContext.Current
Set .Target = .Caller.Offset(RowOffset:=1)
.Property("FirstParameter") = FirstParameter
.Property("SecondParameter") = SecondParameter
.ScheduleMacro
End With
End Function
The UDF now only has one dependency, AppContext.Current, which is global state by virtue of being accessible from the default instance of the AppContext class; we’re tightly coupled with the AppContext class, but only because we specifically want to access global state in a controlled manner, and the rest of the function is working against the IAppContext abstraction. The state that was formerly a Range and a Dictionary globally-scoped declaration is now properly encapsulated in an object, and the “current” AppContext is coming into existence from outside the UDF scope (but still from within our own code), which is exactly what we want: now unit tests get to inject a TestContext instead of manipulating global state.
So how do we get there?
Implementation
The basic idea is to pull our dependencies from global scope, encapsulate them in a class module, …and then making an instance of that class an “ambient context” that’s still globally accessible, but that introduces the necessary abstraction needed to make that UDF fully testable.
We want to leverage the default instance of the AppContext class, so we’re going to need an AppContext class with a @PredeclaredId annotation and a Current property getter that returns some IAppContext instance. If you’re familiar with factory methods this will feel a bit like something you’ve already seen:
'@PredeclaredId
Option Explicit
Implements IAppContext
Private Type TState
Factory As IAppContextFactory
Current As IAppContext
'...
End Type
Private This As TState
'@Description "Gets the current (or default) context."
Public Property Get Current() As IAppContext
Errors.GuardNonDefaultInstance Me, AppContext, TypeName(Me)
If This.Current Is Nothing Then
Set This.Current = This.Factory.Create
Errors.GuardNullReference This.Factory, TypeName(Me), "IAppContextFactory.Create returned Nothing."
End If
Set Current = This.Current
End Property
Private Property Get IsDefaultInstance() As Boolean
IsDefaultInstance = Me Is AppContext
End Property
Private Sub Class_Initialize()
If IsDefaultInstance Then
'must initialize context with sensible defaults:
Set This.Factory = New AppContextFactory
Set This.TimerProvider = New TimerProvider
Else
Set This.Properties = New Scripting.Dictionary
'we want all instances to have the same provider instance:
Set This.TimerProvider = AppContext.TimerProvider
End If
End Sub
We don’t normally want Property Get procedures to be side-effecting, but with an Ambient Context what we want is to yield a cached instance of the context class, so when no instance already exists, the getter caches the created object so it’s readily available next time, making it accessible from anywhere in the project (aka “global”).
Abstract Factory
The default instance of the AppContext class does not know what the actual runtime type of the Current context is, and this polymorphism is the cornerstone making it all work: the Current property getter is responsible for caching the new context instance, but not for actually creating it. That’s the job of an abstract factory (the IAppContextFactory dependency) that we conveniently initialize to a concrete factory type that creates instances of… the AppContext class.
Why involve an abstract factory to create an instance of the class we’re in, you might ask? Because that’s only the default implementation, and with ability to Set the Factory reference from outside the class, tests can inject a different factory implementation, say, this one named TestContextFactory:
'@Folder "Tests.Stubs"
'@ModuleDescription "A factory that creates TestContext instances."
Option Explicit
Implements IAppContextFactory
Private Function IAppContextFactory_Create() As IAppContext
Set IAppContextFactory_Create = New TestContext
End Function
Meanwhile the actual UDFs would be using this AppContextFactory implementation by default:
'@Folder "AmbientContext"
'@ModuleDescription "A factory that creates AppContext instances."
Option Explicit
Implements IAppContextFactory
Private Function IAppContextFactory_Create() As IAppContext
Set IAppContextFactory_Create = New AppContext
End Function
The AppContext.Current property will happily cache an instance of any class whatsoever, as long as it implements the IAppContext interface. The abstract factory pattern allows us to spawn an instance of a class at run-time, of which we don’t necessarily know the actual “concrete” type at compile-time.
In other words just by reading the UDF code, there is no way to tell whether AppContext.Current is going to be an AppContext or a TestContext instance, and that is exactly what we want.
What this abstraction achieves, is the decoupling that is necessary for a test to be able to inject a TestContextFactory and take control of everything UDFs can do with an IAppContext object.
Context State
We know the context needs to wrap Application.Caller and Application.OnTime functionality. We know we need a Target cell, we need some Properties in an encapsulated Scripting.Dictionary. If we crammed all that into a single interface, we would get a somewhat crowded IAppContext interface that doesn’t quite adhere to the Interface Segregation Principle and Open/Closed Principle guidelines.
By abstracting away the macro-scheduling functionality into its own IAppTimer interface, and making that interface an abstract dependency of the context class, we can stub that abstract dependency and write tests for the logic of the context class itself. Without this extra step, the context can be stubbed to test the code that uses it, but the macro-scheduling bits would remain untestable.
Treating IAppTimer as a dependency of the context makes the IAppContext interface look like this:
'@Folder "AmbientContext.Abstract"
'@ModuleDescription "Encapsulates the data and macro invocation mechanism for a side-effecting UDF."
'@Interface
Option Explicit
'@Description "Gets the cell that invoked the currently-running user-defined function (UDF), if applicable; Nothing otherwise."
Public Property Get Caller() As Range
End Property
'@Description "Gets or sets the target reference cell that the side-effecting macro shall use."
Public Property Get Target() As Range
End Property
Public Property Set Target(ByVal Value As Range)
End Property
'@Description "Gets or sets a named value representing data passed between the UDF and the side-effecting macro."
Public Property Get Property(ByVal Name As String) As Variant
End Property
Public Property Let Property(ByVal Name As String, ByVal Value As Variant)
End Property
'@Description "Gets an array of all property names."
Public Property Get Properties() As Variant
End Property
'@Description "Gets or sets the IAppTimer dependency."
Public Property Get Timer() As IAppTimer
End Property
Public Property Set Timer(ByVal Value As IAppTimer)
End Property
'@Description "Clears all held state."
Public Sub Clear()
End Sub
Note that we’re not exposing the dictionary itself: rather we expose an indexed property to get/set the key/values, then by exposing the dictionary keys, the calling code gets to do everything it needs to do, without ever directly interacting with a Scripting.Dictionary, a bit as if the AppContext class were a custom collection.
Now, there’s something special about the IAppTimer dependency: we absolutely cannot have each context instance spawn timers willy-nilly, because a leaking Win32 timer is a nice way to send Excel up in flames. Yet, we need each context instance to be able to access the same IAppTimer reference.
A good way to solve this is by introducing a Provider mechanism. The interface looks like this:
'@ModuleDescription "A service that ensures all clients get the same IAppTimer instance."
'@Interface
Option Explicit
'@Description "Gets an IAppTimer instance."
Public Property Get Timer() As IAppTimer
End Property
What I’m calling a “provider” here is exactly the same mechanism that provides the IAppContext instance (a Property Get procedure that gets a cached object or creates the object and caches it), except no abstract factory needs to get involved here. The class also makes a very convenient place to put the name of the Win32 callback macro procedure:
Option Explicit
Implements ITimerProvider
Private Const MacroName As String = "Execute"
Private Property Get ITimerProvider_Timer() As IAppTimer
Static Instance As AppTimer
If Instance Is Nothing Then
Set Instance = New AppTimer
Instance.MacroName = MacroName
End If
Set ITimerProvider_Timer = Instance
End Property
TimerProvider the only object that creates a New AppTimer: as a result, every AppContext instance created from this factory is going to use the same IAppTimer reference, and if we need to write tests for AppContext we can inject a TestTimerProvider that returns a TestTimer.
Note that the “provider” mechanism is an implementation detail of AppContext: the TestContext doesn’t need this, because it just initializes itself with a TestTimer, while AppContext initializes itself with a TimerProvider that gets the IAppTimer instance. Being an implementation detail, there’s no ITimerProvider dependency on the abstract interface.
The Tests
The previously-untestable user-defined functions now look like this:
Public Function TestUDF(ByVal SomeParameter As Double) As Boolean
On Error GoTo CleanFail
With AppContext.Current
Set .Target = .Caller.Offset(RowOffset:=1)
.Property("Test1") = 42
.Property("Test2") = 4.25 * SomeParameter
.Timer.ExecuteMacroAsync
End With
TestUDF = True
CleanExit:
Exit Function
CleanFail:
TestUDF = False
Resume CleanExit
Resume
End Function
The code isn’t very far off from the original, but now we can write a test that passes when a UDF invokes the Caller member; when the UDF is invoked from a worksheet cell, IAppContext.Caller returns the Range reference returned by Application.Caller; when the exact same code is invoked from a test, IAppContext.Caller returns a bogus/test cell reference.
Similarly, when a UDF invokes IAppTimer.ExecuteMacroAsync, a Win32 API call schedules the execution of a callback macro that itself invokes Application.OnTime to schedule the execution of a side-effecting macro that can consume the state and alter the target range and worksheet; when the exact same code is invoked from a test, IAppTimer.ExecuteMacroAsync simply notes that it was invoked, …and does nothing else.
This test passes when IAppTimer.ExecuteMacroAsync is invoked from a UDF, and would fail if the UDF didn’t invoke it:
'@TestMethod("Infrastructure")
Private Sub TestUDF_SchedulesMacro()
'inject the test factory:
Set AppContext.Factory = New TestContextFactory
'get the test context:
Dim Context As TestContext
Set Context = AppContext.Current
'test factory already stubbed the timer:
Dim StubTimer As TestTimer
Set StubTimer = AppContext.Current.Timer
'run the UDF:
Dim Result As Boolean
Result = Functions.TestUDF(0)
'Assert that the UDF has invoked IAppContext.ScheduleMacro once:
Const Expected As Long = 1
Assert.AreEqual Expected, StubTimer.ExecuteMacroAsyncInvokes, "IAppTimer.ExecuteMacroAsync was invoked " & StubTimer.ExecuteMacroAsyncInvokes & " times; expected " & Expected
End Sub
Cohesion
Ambient Context is a fantastic tool to address cross-cutting concerns and leverage global scope in a way that does not hinder testing. It’s also useful for storing state and dependencies that would otherwise be held in global scope, when passing that state and dependencies as normal parameters isn’t possible.
That makes it a somewhat dangerous pattern: one must keep in mind that the state is still global, and globals that don’t need to be global, should not be global. By defining an explicit interface for the context (like IAppContext), we not only end up with neat abstractions: we also make it harder for the context interface to grow new members and for the class to become an over-engineered Globals.bas module.
Interfaces shouldn’t be designed to change. In .NET the IDisposable interface only mandates a parameterless Dispose method; IEquatable is all about an Equals method. A factory interface shouldn’t need more than a carefully parameterized Create method that only takes arguments that can’t be dependencies of the factory instance: we want to avoid modifying existing interfaces as much as possible, and since none of us can really predict the future… the best way to do that is to keep interfaces as slim as possible. Cohesion is what we’re after: a module that is cohesive will feel like everything is exactly where it should be.
If the members of a module don’t feel like they’re a cohesive and complete group of closely related methods, there’s a greater chance that more members need to be added in the future – and you will want to avoid that. Of course the “and complete” part can mean a few growing pains, but in general naming things is a great way to avoid the pitfalls of treating the context as some “state bag” where we just lazily stuff state without thinking it through. In that sense AppContext is probably one of the worst possible names for this: perhaps a FunctionContext that only exposes the Caller member would be a cleaner approach?
In the real world, ambient context is for things like System.Threading.Thread.CurrentThread in .NET: it’s very specialized, with a very specific purpose, and we don’t see it very often. Authorization mechanisms might use it too.
In VBA-land, I’ve never once needed to implement it until I came upon this side-effecting UDF scenario needing unit tests; macros are definitely much simpler to refactor for testability!
Sync Project commands in the Code Explorer context menu.
VBA code being embedded in a host document might be very practical for certain aspects of both development and deployment, but let’s face it, it also makes using source control (e.g. git, SVN, mercurial, etc.) with VBA projects rather frustrating. As a developer, committing source code to a repository is usually a very simple task, because the code files live in the file system, and git can track changes and additions. With VBA, we commit the code that’s exported on the file system, the host document may contain different code, and merging remote changes implies exporting your code again, working out any merge conflicts with the exported code, then re-importing the merged changes into the host document.
Which wouldn’t be so bad… if the VBE had a nice way of exporting more than one single file at a time, and if importing files had an option to replace modules when they already exist… instead of importing the module with a “1” suffix as if that were something anyone ever needed to do!
Did You Know? The VBE’s “Import File…” command doesn’t make it very obvious, but it does support importing multiple files at once. Simply select multiple files when prompted for what file to import! Another little known feature of the VBE (one of the few Rubberduck hasn’t enhanced yet) is that its Project Explorer toolwindow is a drag-and-drop destination that can accept files you dragged from the Windows Explorer (⊞+E).
Rubberduck’s Export Project… command prompts for a folder, and then proceeds to export all modules there – overwriting any existing files in that folder. By default, the hotkey for that command is Ctrl+Shift+E, but it can be reconfigured to any key combination you like.
The context menu of Rubberduck’s Code Explorer toolwindow has a Sync Project sub-menu that offers two commands:
Update Components from Files…
Replace Contents from Files…
Rubberduck in general needs more documentation, but exactly what these “Sync Project” commands do is something that goes well beyond just using Rubberduck and they really deserve all the attention they can get, since they exist to facilitate an actual developmentworkflow that looks something like this:
This command prompts for source code files to import into your project.
If the project already contains a module with the same name as one of the imported files, the module is considered the same, and replaced with the imported version.
If the project does not already contain the imported modules, they’re simply added to the project.
If the project contains modules with different names than the imported files, these modules remain in the project.
Replace Contents
This command also prompts for source code files to import into your project, but the selected files will replace everything in the current project. Because this command is potentially destructive, a confirmation is required.
The entire project becomes the selected files.
If the project contained (non-document) modules before, they are removed before the import is performed.
We have a number of open issues (here, here, and here) about getting the “export project” command to take the @Folder annotations into account, and transpose the virtual folder hierarchy into an actual folder hierarchy on the file system, which would play nicely with version control and would help better organize a VBA repository.