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Work Automation in Excel and Python – Beginner Level

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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A clear start with VBA and Python - You will see how VBA and Python differ and when to use each one, so you can choose the right tool for office tasks, spreadsheet work, and basic data analysis.

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Create your own macros - You will learn how to record, edit, and run Excel macros, which will help you automate repetitive tasks much faster instead of performing the same manual steps every day.

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Write simple scripts - You will master core VBA and Python syntax, including variables, conditions, loops, and functions, so you can build simple automations on your own without ready-made templates.

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Work with Excel data better - You will learn how to read, enter, copy, filter, and sort data in worksheets and create simple reports, making your everyday work with Excel files more structured and efficient.

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Confident first steps in Python - You will go through environment setup and Python basics, so you can start working without confusion and understand how to write clear scripts for practical office tasks.

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Clean data with pandas - You will learn how to load CSV and Excel files into pandas, select rows and columns, filter records, and group data, so you can prepare summaries and analyses much faster.

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Clear charts and outputs - You will learn the basics of creating line, bar, and scatter charts and saving them to files, so you can present analysis results to colleagues in a clearer and more useful way.

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Connect Excel and Python - You will understand how to combine data preparation in Excel with analysis in Python and when to choose VBA or Python, so you can build simpler and more effective reporting flows.

Training programme

1. Introduction to work automation with data

  • application of VBA and Python in data analysis,
  • differences between VBA and Python,
  • examples of automation of daily office tasks,
  • discussion of the work environment.

2. Fundamentals of working with VBA in Excel

  • VBA editor and basic settings,
  • recording and editing macros,
  • structure of a simple macro,
  • running macros from within Excel.

3. Basics of VBA syntax

  • variables and data types,
  • operators and simple calculations,
  • conditional statements,
  • loops,
  • procedures and functions.

4. Working with worksheets and cells in VBA

  • references to workbooks, worksheets and ranges,
  • retrieving and entering data,
  • formatting data,
  • copying, filtering and sorting data,
  • creating simple reports.

5. Introduction to Python

  • installation and configuration of the environment,
  • basic language syntax,
  • variables and data types,
  • lists, dictionaries and tuples,
  • conditional statements and loops.

6. Working with files and data in Python

  • reading and writing files,
  • working with CSV and Excel files,
  • basic data operations,
  • cleaning and organizing data,
  • preparing data for analysis.

7. Basics of the pandas library

  • DataFrame structure,
  • importing data from files,
  • selecting columns and rows,
  • filtering data,
  • grouping and aggregation of data,
  • exporting results to a file.

8. Basics of data visualization in Python

  • creating simple charts,
  • line, bar and scatter charts,
  • basic chart formatting,
  • saving charts to a file.

9. Integration of Excel, VBA and Python

  • when to use VBA, and when Python,
  • examples of common applications,
  • report automation,
  • data preparation in Excel and analysis in Python.

10. Training summary

  • discussion of best practices,
  • the most common mistakes of beginners,
  • examples of further skill development,
  • question and answer session.

What are the prerequisites for participating in the training?

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Basic Excel skills - You should be comfortable moving around a worksheet, entering data, saving files, and using simple Excel functions, so you can focus on automation rather than basic navigation.

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Basic file handling - You should know how to open, save, and find files and folders on your computer, because during the course you will work with Excel files, CSV files, and simple scripts.

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Logical thinking - You should understand simple if-this-then-that relationships, because this way of thinking will help you when working with conditions, loops, and automated process steps.

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Readiness to use tools - You should be ready to install and configure simple tools and work in the VBA editor and a Python environment, so you can complete the hands-on exercises without trouble.