Excel Training: Mastering Task Automation


Course Delivery

Live Instructor-Led Training

Course Description

The course Mastering Task Automation (Excel Training) provides business participants with the skills they need to automate almost any business task. Starting with a review of essential concepts in data analysis using Microsoft Excel, the course quickly proceeds to a complete and in depth study of macros and VBA development. The course covers every aspect of VBA development including the Excel object model, looping, functions, conditional logic and database access amongst others. If you need to use Microsoft Excel to automate your business tasks, this SETC certified course will teach you the skills you need. SETC Training - Formation SETC provides advanced Microsoft Excel training in Ottawa, Montreal, Toronto, Quebec and Calgary.

Course Dates and Pricing


Apr 25 - 27, 2018$1,675.00May 23 - 25, 2018$1,675.00Jun 20 - 22, 2018$1,675.00

Course Outline

Working with Data

Creating the Reference Data
About Working with Data Types
Importing Data from Other Sources
Filtering and Sorting Data
Using Excel Functions and Worksheets to Build Summary Data Sheets
Using Advanced Functions
Creating Custom Functions

Working with Functions

Overview of Available Functions
Working with Logical Functions: And. Or, Not and More
Working with Conditional Functions: IF, AVERAGEIF and More
Working with Text Functions: FIND, LEN, TRIM and More
Working with Lookup Functions: LOOKUP, VLOOKUP and More
Other Useful Functions

Reviewing Macros

Reviewing Relative and Absolute References
Planning a Macro Recording
Understanding the Generated Code
Modifying the Generated Code
Creating a Custom Macro from Scratch
Debugging Macros and Code

Programming Essentials for Excel

Mastering Data Types and Variables
Mastering Conditional Logic
Mastering Looping and Repeating Structures
Working with Functions in Code
Understanding Function Parameters

Working with Objects in Excel

Object Fundamentals: Objects, Properties and Methods
About Working with Objects and Variables
Understanding Object Collections and Excel
Working with the Excel Object Model
Working with Workbooks in Code
Working with Worksheets in Code
Working with Cells in Code
About Referencing Cells

Component Programming

About COM and .NET: Interacting with Other Data Sources
Saving Data in a Database using Excel
Saving Data in a non-Excel File using Excel
Automating Word from Excel
If Time Permits – Building Data Forms

Automating Tasks

The Art of Task Automation in Excel: Why Anything can be Automated
Automating Data Retrieval, Import and Export Tasks
Automating Data Cleanup Tasks
Automating Formatting and Data Conversion Tasks
Automating Presentation Tasks: Graphs and Charts

Real World Automation: A Complete Lab


Course Locations

  • Ottawa

  • Montreal

  • Toronto

Related Microsoft Excel Training

Excel Training: Data Analysis for Business Users

The course Data Analysis for Business Users (Excel Training) teaches you to organize, analyze, validate and present data using Microsoft Excel. Starting with data layout, the course explores basic and advanced functions. The training includes a detailed discussion of conditional, math & logic functions, PivotTables, Charts and a comprehensive introduction to Macro development. Training course titled Excel Training: Data Analysis for Business Users that will allow you to hone your professional skills.

Apr 16 - 17, 2018$1,150.00May 14 - 15, 2018$1,150.00Jun 11 - 12, 2018$1,150.00

Excel Training: Analysis & Reporting for Finance

The course Analysis & Reporting for Finance (Excel Training) teaches you how to use MS Excel to present, analyze and format financial data. The training includes data layout, basic math & financial functions and advanced financial analysis with MS Excel. You learn about present value and future value, WACC, IRR, cash flow calculations & interest considerations. Become a financial wizard with MS Excel. Training course titled Excel Training: Analysis & Reporting for Finance that will allow you to hone your professional skills.

Mar 6 - 9, 2018$2,775.00Apr 10 - 13, 2018$2,775.00May 8 - 11, 2018$2,775.00Jun 5 - 8, 2018$2,775.00

Excel Training: Cells, Workbooks and Graphs

The course Cells, Workbooks and Graphs (Excel Training) teaches you how to work efficiently with cells, worksheets & workbooks. The training includes working with multiple worksheets, useful keyboard shortcuts & functions, absolute & relative references and custom functions. You learn to set your data so that it can be easily sorted and filtered. The course also covers how to create, edit & format graphs in MS Excel. Maximum productivity is within your grasp with Microsoft Excel. Training course titled Excel Training: Cells, Workbooks and Graphs that will allow you to hone your professional skills.

Apr 30 - May 1, 2018$1,150.00May 28 - 29, 2018$1,150.00Jun 25 - 26, 2018$1,150.00

Excel Training: Data Analysis & Reporting

The course Data Analysis & Reporting (Excel Training) teaches you to analyze & report on data using Microsoft Excel. The course covers data layout using multiple Excel worksheets and custom & advanced functions. The training includes Excel graphs, PivotTables and the use of custom functions, sorting & filtering to analyze & report on data. Training course titled Excel Training: Data Analysis & Reporting that will allow you to hone your professional skills.

Apr 23 - 24, 2018$1,150.00May 22 - 23, 2018$1,150.00Jun 18 - 19, 2018$1,150.00