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Automation of Work in Excel and Python – Advanced 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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Efficient VBA macros - You will build structured VBA macros that run faster, are easier to maintain, and can be expanded safely, helping you automate demanding Excel tasks with far less manual effort.

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Faster data handling - You will work confidently with dynamic ranges, tables, filters, sorting, and large datasets, so you can prepare clean data for analysis and reporting much more efficiently.

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User-friendly forms - You will create UserForms with dropdowns, checkboxes, and input validation to simplify data entry, reduce mistakes, and make your Excel tools easier for others to use.

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Automated Excel reports - You will automate recurring reports, summaries, formatting, and PDF export, allowing you to deliver consistent output faster and spend less time on repetitive reporting work.

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Python for automation - You will use functions, modules, exception handling, and file operations to create scripts that automate system tasks and streamline processes that go beyond Excel alone.

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Data analysis with pandas - You will clean, merge, transform, and aggregate data in pandas, including pivot-style summaries, so you can turn raw business data into clear analytical insights much faster.

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Excel controlled by Python - You will learn how to read, update, and save Excel files with Python, work across multiple sheets, and generate ready-to-use report files without repetitive manual editing.

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Integrated Excel and Python workflow - You will connect VBA, Excel, and Python into one reporting workflow, automating data exchange between tools and creating solutions that better match real business processes.

Training programme

1. Advanced use of VBA in Excel

  • structure of advanced macros,
  • optimization of VBA code,
  • working with multiple worksheets and workbooks,
  • automation of repetitive processes.

2. Advanced work with data in VBA

  • dynamic data ranges,
  • tables, filters and sorting,
  • data import and export,
  • processing large data sets.

3. Forms and user interaction

  • creating UserForm forms,
  • check boxes, drop-down lists and buttons,
  • validation of data entered by the user,
  • messages and error handling.

4. Automation of reporting in Excel

  • generation of recurring reports,
  • creation of listings and summaries,
  • automatic formatting of reports,
  • export of reports to PDF or other formats.

5. Advanced programming techniques in Python

  • functions, modules and packages,
  • exception handling,
  • working with files and directories,
  • automation of system tasks.

6. Advanced data analysis in Python

  • data processing using pandas,
  • data merging and transformation,
  • grouping, aggregation and pivot tables,
  • data cleaning and handling missing values.

7. Automation of work with Excel files in Python

  • reading and writing Excel files,
  • working with multiple worksheets,
  • modification of data and formatting,
  • generating ready report files.

8. Data visualization and reporting in Python

  • creating charts based on data,
  • preparing graphical summaries,
  • exporting charts to files,
  • automation of analytical reports.

9. Integration of VBA, Excel and Python

  • running processes between Excel/VBA and Python,
  • data exchange between tools,
  • automation of the entire reporting process,
  • examples of business applications.

10. Final project

  • preparation of an automatic data analysis process,
  • creation of a report based on input data,
  • optimization of the solution,
  • discussion of the effects and good practices.

What are the prerequisites for participating in the training?

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Excel basics - You should be comfortable using Excel with worksheets, formulas, tables, and data filtering, so during the course you can focus on automation rather than core spreadsheet skills.

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Basic VBA knowledge - You should understand macro basics and the VBA editor, including procedures, variables, and simple statements, because the training expands advanced topics instead of starting from zero.

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Basic Python skills - You should know Python syntax, variables, functions, and simple data structures, so you can move smoothly into data analysis and task automation during the training.

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Experience with data - You should have experience working with tabular data, files, and basic data cleanup, because the training is built around practical data processing and reporting tasks.