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Microsoft Excel with Python – automating spreadsheet work using an innovative programming language

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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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Excel-Python workflow - You will learn how to connect Excel with Python in a practical workflow, so you can move data between spreadsheets and scripts smoothly and organize everyday file-based tasks more efficiently.

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Cleaner data preparation - You will improve how you handle numbers, dates, text, and currency formats in Excel, making imports to Python more reliable and preparing worksheets for analysis with fewer avoidable errors.

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Faster worksheet operations - You will practice grouping, data series, paste special, and format painter, so you can build structured worksheets faster and use them in Python without unnecessary cleanup work.

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Confident Python basics - You will cover programming foundations and flow control, giving you the confidence to read and write simple scripts that automate repetitive tasks connected with Excel-based work.

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Ready-to-use environment - You will set up Python and Jupyter Notebook step by step, so after the training you will have a working environment for testing code, exploring data, and building your own solutions.

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Excel file import and export - You will learn how to load Excel files into Python and write results back to spreadsheets, letting you process larger datasets more comfortably without relying on manual copying and editing.

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Automation of routine tasks - You will see how to automate routine Excel activities with Python, helping you shorten reporting time, reduce mistakes, and create a more consistent way of working across your team.

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Data analysis and charts - You will learn how to use Excel data in Python analysis and visualization libraries, so you can present clearer insights for sales, finance, logistics, and other business areas.

Training programme

1. Introduction to the topic

  • connecting the Excel program with Python,
  • purpose and application of the connection.

2. Review of Excel basics

  • correct data entry – number, currency, percentage, text, date format,
  • font: alignment and borders,
  • data series – text, date and time series, ascending, descending, constant, numeric data series, custom data series,
  • format painter tool,
  • grouping rows and columns,
  • formula tracing, tracing dependencies and precedents,
  • copy tool, paste special.

3. Preparing an Excel spreadsheet

4. Introduction to the Python language

  • basics of programming,
  • flow – control.

5. Environment setup

  • installation,
  • Jupyter – installation and packages,
  • using the Jupyter interface.

6. Connecting Excel and Python

  • loading data from an Excel file into Python,
  • saving data from Python to an Excel file,
  • automation of activities in Excel using the Python language,
  • data from Excel in analysis using Python.

7. Application of the Excel connection with Python in fields

  • marketing and sales,
  • finance and accounting,
  • logistics and transport.

8. Data visualization libraries in Python

9. Python packages for the Excel program

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 into cells, and using basic Excel features so you can focus on connecting Excel with Python.

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Understanding data formats - You should be able to distinguish basic Excel data types such as numbers, text, percentages, and dates, as they matter when preparing data correctly for further work.

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Willingness to work with code - You should be ready to learn simple Python commands and syntax, even if you have never programmed before, so you can follow the hands-on exercises efficiently.

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Computer use skills - You should be able to install programs, open files, and work with application windows on your own, because you will configure a Python and Jupyter environment during training.