Model Online / On-Site
Duration
Modules 6 modules

Course Objective & Scope

Excel row limits, sluggish formulas and reports rebuilt by hand every month make Python a natural next step for Excel users. The programme covers two routes together: analysis with built-in Python in Excel (the =PY function) and reading and writing Excel files with pandas in a Jupyter environment.

Participants combine multiple Excel files, group and pivot with pandas, generate formatted reports with openpyxl and use AI coding assistants to support code writing. The result is a report automation script the organisation can reuse.

Who Should Attend?

  • Analysts who are advanced Excel users
  • Finance, reporting and operations specialists preparing recurring reports
  • Business users who want a practical start with Python
  • Prerequisite: confidence with PivotTables and lookup functions; no programming experience required

Key Takeaways

  • Write Python cells with =PY in Excel and use results as DataFrames
  • Read, clean, merge and group data with pandas
  • Automatically consolidate multiple Excel files from a folder
  • Generate formatted Excel reports with openpyxl
  • Create analysis charts with matplotlib/seaborn

Curriculum

Introduction to Python for Excel Users
  • Variables, lists and dictionaries
  • Jupyter Notebook and VS Code environment
Python in Excel (=PY)
  • Python cells and reading ranges with xl()
  • DataFrame outputs and charts
Data Preparation with pandas
  • read_excel, filtering and type conversion
  • merge, groupby and pivot_table
Multi-File and Report Automation
  • Looping through files in a folder
  • Formatting and multiple sheets with openpyxl
Visualization and AI-Assisted Coding
  • matplotlib and seaborn charts
  • Generating and reviewing code with an AI assistant
Case: Automating a Monthly Report
  • End-to-end report script
  • Error checks and documentation

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