Excel - Power Query - Data Analysis and Automation Training Course

Participants in this course will learn how to efficiently carry out a wide range of calculations in a clear and transparent manner to organize and present their results. They will also master various techniques to streamline and accelerate spreadsheet creation, as well as safeguard their calculations and outcomes against unauthorized access.

Participants will enhance their capabilities to optimally create, consolidate, and manage data. Utilizing specialized tools can significantly streamline workflows, reduce the time spent on existing tasks, and enable the design of applications capable of performing new functions.

This course is designed for individuals who are already familiar with VBA basics and wish to expand their knowledge and make greater use of the language's capabilities.

A training program designed for professionals using Microsoft Excel who wish to enhance their efficiency and proficiency.

This instructor-led, live training in Romania (online or onsite) is aimed at beginner-level analysts who wish to use Excel VBA to automate repetitive work, clean and transform data, and improve reporting processes.

By the end of this training, participants will be able to: record and edit macros, write simple VBA procedures, work with Excel objects for reporting tasks, and debug basic automation solutions.

Please consider the following questions:

• Is your daily work in Excel a never-ending cycle of copy-paste commands?
• Are you wasting time repeating similar operations to prepare data for analysis?
• Do you know all the Excel keyboard shortcuts but remain unsatisfied with the results?
• Would you rather focus on data analysis and preparation without the wasted time?
• Do you manually verify the accuracy of data obtained from various systems?
• Do you have to stay late at work or take Excel files home because you couldn’t finish during the day?
• Is your job to prepare reports based on large datasets?
• Do you feel that working in Excel leads you through an unnecessarily roundabout path to your results?

If you answered YES to any of these questions, it is time to end this nightmare. This training is designed for you.

Discover how to accelerate your daily operations and get the most out of MS Excel.

WARNING

After this training, your life will change dramatically. Tasks that currently consume your entire day will take only moments. Are you ready for this transformation?

Excel is a popular spreadsheet program created by Microsoft. It is used to store, organize, and analyze data in tabular form. Here are some key features and functions of Excel: 1. Spreadsheets: Consists of worksheets, where each worksheet is an array of cells arranged in rows and columns. Allows creating multiple worksheets within a single file, enabling the organization of different data sets. 2. Calculations and Formulas: Enables performing various mathematical, statistical, and logical calculations using formulas. Has a wide set of built-in functions, such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: Provides tools for formatting data, including changing font, color, style, as well as creating charts, pivot tables, and diagrams. 4. Sorting, Filtering, and Grouping: Allows sorting data according to specific criteria. Enables filtering data to display only selected information. Allows grouping data based on needs. 5. Data Analysis: Tools for performing advanced analyses, such as scenario analysis, trend analysis, forecasting, and creating macros. 6. Sharing Data: Allows sharing and collaborating on data in real-time, enabling multiple users to work simultaneously on the same data. 7. Task Automation: Allows creating macros and automating tasks using the VBA (Visual Basic for Applications) programming language. Excel is widely used in various fields, from business to science and education. Its versatile functions enable data analysis, report generation, budgeting, scheduling, data management, and many other applications.

“Advanced Excel & AI for Manufacturing” is an instructor-led, live training (online or on-site) designed for intermediate to advanced participants who wish to leverage Excel and AI for production data analysis, KPI reporting, and industrial process optimization.

By the end of this training, participants will be able to:

• Install and configure the necessary tools for data analysis and AI in manufacturing.
• Create and manage integrated Excel + AI dashboards for KPIs and production reporting.
• Apply AI models for demand forecasting, predictive maintenance, and process optimization.
• Interpret analysis results and make data-driven decisions within production operations.

Participants will learn to efficiently utilize core data analysis tools, including scenarios and pivot tables. The course covers performing calculations on dates, leveraging text-processing functions, and creating or adapting macros to automate spreadsheet tasks tailored to specific requirements.

Target Audience

Financial and market analysts, managers, and accountants

Course Objectives

Enable learners to facilitate and automate various types of financial analysis using Microsoft Excel

Microsoft Excel is a robust spreadsheet application designed for organizing, analyzing, and visualizing data.

This instructor-led live training, available online or onsite, is tailored for beginner-level data analysts looking to leverage Excel for data analysis and reporting.

Upon completing this training, participants will be capable of:

• Creating and managing spreadsheets within Excel.
• Formatting and structuring data to enhance clarity and efficiency.
• Utilizing formulas and functions to automate calculations.
• Visualizing data through charts, tables, and conditional formatting.
• Collaborating and securely sharing workbooks via Microsoft 365.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Customization Options

• To request a customized version of this course, please contact us to arrange.

This instructor-led, live training in Romania (online or onsite) targets data analysts ranging from beginner to advanced levels who aim to leverage Excel for diverse tasks including data entry, formula development, data analysis, and advanced automation.

Upon completion of this training, participants will be capable of:

• Navigating Excel’s interface to execute fundamental data entry, formatting, and calculations.
• Implementing complex formulas, functions, and conditional formatting for in-depth data analysis.
• Designing and managing pivot tables and charts to effectively visualize data.
• Leveraging tools such as Power Query and Power Pivot for comprehensive data analysis.
• Automating processes via macros and VBA to streamline operational workflows.

Excel is a spreadsheet application utilized for data entry, analysis, reporting, and automation.

This instructor-led, live training (available online or onsite) is designed for users from beginner to advanced levels who wish to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.

Upon completion of this training, participants will be prepared to:

• Work confidently with spreadsheets, formulas, and formatting.
• Use intermediate tools such as tables, charts, and conditional logic.
• Apply advanced functions, data analysis features, and automation techniques.
• Create professional worksheets that support business decision-making.

Format of the Course

• Instructor-led demonstrations and guided explanations.
• Extensive workbook exercises and hands-on practice.
• Practical lab activities using real-world spreadsheet scenarios.

Course Customization Options

• For tailored coverage based on your department’s workflows, please contact us to arrange a customized version of this course.

This instructor-led, live training in Romania (online or onsite) is designed for beginner to intermediate business analysts and data analysts who wish to use Excel for data analysis and reporting in their projects and tasks.

By the end of this training, participants will be able to:

• Apply Excel formulas and functions to perform calculations and manipulate data.
• Utilize Excel data analysis tools, including PivotTables, What-If Analysis, and Forecasting, to summarize and visualize data.
• Employ Excel charts and graphs to design and customize data visualizations.
• Implement data validation and conditional formatting to ensure data integrity and highlight key insights.
• Use Excel's data import and export capabilities to connect with external data sources and share information effectively.

This training session covers the key aspects of financial analysis, leveraging the advanced features of Excel.

The course is designed for financial analysts, accountants, and any professionals seeking to enhance their spreadsheet skills in the context of financial analysis.