Excel Data Analysis & Automation Training Course
Key information
Upcoming sessions
Would you like to schedule this training on a specific date? Contact us by email or via the contact form.
Description of the training: Excel Data Analysis & Automation Training Course
This Excel Data Analysis & Automation training course is aimed at users who want to turn Excel into a genuine analysis and productivity tool. Over two highly practical days, you will learn to import and consolidate data from various sources, clean and transform it with Power Query, then analyse it effectively with PivotTables. You will also discover how to automate repetitive tasks and design clear, refreshable dashboards. By the end, you will save valuable time and make your analyses reliable for the long term.
Complementary courses: to go further, also discover Power Query & ETL Training Course, Power Pivot Training Course and Excel PivotTables Training Course.
Good to know
The sessions are guaranteed from the first registration (except in cases of force majeure).
A preliminary interview takes place between the participant and/or a company contact in order to fully take into account the participant’s profile (level, needs, professional context, challenges, etc.).
Assessment: during the course, the trainer assesses participants’ learning progress through quizzes, role-play and practical exercises. Participants receive a certificate of completion at the end of the course.
This training course is part of our Power Platform Training Courses catalogue. Explore all our Power Platform courses to automate, analyse and build your business applications without code.
Objectives of the training: Excel Data Analysis & Automation Training Course
By the end of the course, participants will be able to:
- import and consolidate data from multiple sources;
- clean and transform data with Power Query;
- structure data for analysis;
- analyse with PivotTables;
- automate repetitive tasks;
- design refreshable dashboards.
Prerequisites of the training: Excel Data Analysis & Automation Training Course
To follow this course under the best conditions, it is recommended to have completed the Excel Intermediate training course or to have equivalent knowledge: formulas, formatting, managing data lists. Because every participant is unique, a personalised interview is held beforehand in order to adapt the pace and practical cases to your context.
Detailed programme of the training: Excel Data Analysis & Automation Training Course
Importing and consolidating data
- Import data from files, folders and databases. Consolidate several sources. Format data as a structured table. Understand best practices for organising data.
Cleaning and transforming with Power Query
- Discover the Power Query editor. Clean data (types, columns, values). Transform and restructure (pivot, split, replace). Merge and append queries, refresh automatically.
Analysing with PivotTables
- Create PivotTables from the prepared data. Group, filter and calculate. Slicers and timeline for interactivity. PivotCharts.
Automating repetitive tasks
- Identify tasks that can be automated. Use built-in tools (validation, drop-down lists, forms). Introduction to recorded macros. Make recurring processing reliable and secure.
Dashboards and reporting
- Design a clear, refreshable dashboard. Indicators and visualisation. Advanced conditional formatting. Distribute and share your analyses securely.
The highlights of this training course
- This course: focuses on practice with around 60% of hands-on exercises in Excel; lets you work on your own data; takes place in a small group of 1 to 3 participants; is led by an expert trainer; leads to a certificate of completion.
FAQ
What is Power Query in Excel?
Power Query is Excel’s tool dedicated to importing and transforming data. It lets you connect to many sources, clean and restructure data, then refresh it automatically. It is a cornerstone of this course on analysis and automation.
Do you need to know programming to automate Excel?
No. A large part of automation is done without code thanks to Power Query, structured tables and built-in tools. The course also offers an introduction to recorded macros, with no programming prerequisites.
What is the difference with the Macros & VBA course?
This course focuses on no-code analysis and automation (Power Query, PivotTables, built-in tools). The Macros & VBA course goes further into programming to create tailor-made automations and applications. The two are complementary.
How long does the Excel Data Analysis & Automation training course last?
The course lasts 2 days, i.e. 14 hours. Sessions are guaranteed from the first registration and take place in a small group of 1 to 3 participants. The programme can be customised and organised at your premises.
Is this course eligible for CPF or OPCO funding?
This course is funded directly by the company and is not eligible for CPF. Depending on your situation, funding by your OPCO may be considered: contact us to explore the funding options suited to your project.
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