MS Excel Automation Course - Summit Solutions Training

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Home / Course / MS Excel Automation Course

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MS Excel Automation Course

By combining Excels Advanced Tools of Power Query, Power Pivot and Macros (VBA), this course will expose you to the time saving world of Excel Automation.

Course Length: 80 Lessons

“The team are totally pumped at what they learnt and are already putting it into practice which is saving them hours if not days of time.”
Patrick – The Kerry Group

Course Content

Section 1 - Automation Introduction

Introduction to the Automation Course

Section 2 - Source-to-Report

01 – Source-to-Report Example

Section 3 - Source-to-report - Recorded Macro

01 – Recording a Macro – Intro

02 – Recording a Macro – Rows

03 – Recording a Macro – Columns

04 – Recording a Macro – Testing & Correcting

05 – Recording a Macro – Using it

Section 4 - Source-to-Report - Power Query

01 – Power Query – Intro

02 – Power Query – Rows

03 – Power Query – Columns

04 – Power Query – Testing, Correcting & Using

Section 5 - Power Query Basics

01 – Installing Power Query – For Excel 2010 & 2013

02 – The differences between Excel Versions

03 – Different Data Sources

04 – Diff between Load, Load To and Transform

05 – Transform Basics

06 – Editing a Query

07 – Refreshing Data

08 – Modifying the Loaded Table

Section 6 - The Transform Toolset

01 – Transform Intro

02 – Rows and Columns

04 – Formatting

05 – Replace Values

09 – Column from Example 1

10 – Column from Example 2

11 – Column from Example 3

12 – Transform Recap

13 – Troubleshooting – Content Change

14 – Troubleshooting – Structure Change

15 – Transform Extension Challenge

16 – Transform Extension Solution

Section 7 - Different Data Sources

01 – From Text CSV – Understanding Regional Settings

02 – From Text CSV – with the same Locale Regional Settings

03 – From Text CSV – with different Locale Regional Settings

04 – From Text CSV – with Customised Regional Settings

05 – From Folder – Intro

06 – From Folder – The Sample File

07 – From Folder – File Filters

08 – From Folder – Recap Example

09 – From Folder – Using From File Code

10 – From an Access DB – Basics

11 – From an Access DB – that is Password Protected

12 – From Table-Range – Basics

13 – From Table -Range – Disguised Table

14 – From Table-Range – Transposing Data

Section 8 - Matching Data

01 – On Rows – Merge

02 – On Columns – Append

Section 9 - Power Pivot

01 – Adding the Power Pivot Ribbon

02 – Loading to the Data Model

03 – Std Pivot – using Index-Match

04 – Power Pivot – using the Data Model

05 – Power Pivot v Std Pivot – Duel 1

06 – Power Pivot v Std Pivot – Duel 2

07 – Power Pivot v Std Pivot – Duel 3

08 – Power Pivot – Summary

Section 10 - Integrating with Word and Point

01 – Integration Intro

02 – Linking Charts

03 – Linking Tables

04 – Formula driven tables

05 – Linking Charts & Tables Summary

06 – Updating Linked Data

Section 11 - VBA

01 – VBA Intro

02 – VBA Editor Window

03 – VBA Objects

04 – VBA Worksheets

05 – VBA Ranges

06 – VBA Variables

07 – VBA Properties

08 – VBA Methods

09 – VBA Last Row and Column

10 – VBA For Loop

11 – VBA If Statement

12 – Code from Scratch Example

13 – Code from Web Example

14 – Creating a My Macros Ribbon

Section 12 - Course Evaluation

01 – Short Feedback Questionnaire 1 Survey

Expand

Lesson Content

Excel Automation Course – Short Feedback Questionnaire

Contact us

086 167 3923
hello@summitsolutions.co.za
Suite 6, 24 Hilton Ave, Leonard, Hilton, KwaZulu-Natal, 3245, South Africa

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