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Afflatus Consulting GroupAfflatus Consulting Group

Course sheet · 2027 catalogueDigital and artificial intelligence

Advanced Excel and Automation

Two days to stop repeating the same Excel manipulations every month. Participants structure their data, master lookup and conditional calculation functions, analyse with pivot tables, automate import and cleaning with Power Query and record their first macros, on the files they use at work.

Duration2 days

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Objectives

  1. Structure data in reliable tables: formats, validation, structured tables
  2. Use the lookup, logical, conditional and text functions suited to each need
  3. Analyse data with pivot tables and the related charts
  4. Automate the import and cleaning of recurring data with Power Query
  5. Automate a repetitive task with a recorded, then edited, macro

Programme

Day 1 — morning

  • Good practice: one value per cell, structured tables, names, data validation
  • Lookup functions: XLOOKUP, INDEX and MATCH
  • Conditional functions: nested IF, IFS, SUMIFS, COUNTIFS
  • Text and date functions to clean exports

Day 1 — afternoon

  • Pivot tables: grouping, calculated fields, slicers, timelines
  • Pivot charts and conditional formatting
  • Dynamic array functions: FILTER, SORT, UNIQUE
  • Exercise: a monthly tracking table built from one of your files

Day 2 — morning

  • Power Query: importing a file, a folder of files, an export from management software
  • Transforming: types, columns, merging queries, unpivoting
  • Refreshing in one click instead of copying the data every month
  • Protecting, sharing and versioning a workbook

Day 2 — afternoon (workshop)

  • Macros: recording, reading and editing the VBA code of a repetitive task
  • Overview of scripts and online automation flows, depending on the company’s environment
  • Workshop: automating a recurring report brought by the participants
  • Practical test on an unfamiliar file and debrief

Teaching methods

  • Hands-on exercises with your own files, anonymised if necessary
  • A running case: a monthly report automated end to end
  • Cheat sheets of functions and shortcuts handed to participants
  • A short placement test at the start to adjust the pace
  • Final practical test on a file the participants have not seen before

Assessment and documents

Placement test at the start, practical test at the computer at the end of the session and end-of-course survey the next day. Numbered certificate, verifiable online, for each participant; training report handed to the company.

Bilingual materials for every participant; each classroom course comes with its digital twin on OmniLearn.

Frequently asked questions

What level do I need?

Being able to enter data, write simple formulas, sort and filter. The placement test at the start of the session lets us adjust the exercises to the group’s real level.

Do I need to know how to code for the macros?

No. Macros are first recorded, then read and edited line by line. The aim is to automate one specific repetitive task, not to become a developer.

Can we bring our own files?

Yes, that is the very principle of the second-day workshop. Each participant brings a report they redo regularly and leaves with an automated version.

Can the course be delivered in Darija?

Yes. The course can be delivered in French, Darija or English, with bilingual materials; function names remain those of the version of Excel installed on your computers.

Practical information

Duration
2 days
Audience
Assistants, administrators, management controllers, QSE, logistics and purchasing teams who process data in Excel
Prerequisites
Everyday use of Excel: data entry, simple formulas, sorting and filters
Group size
Groups of 6 to 12 participants, in-company
Format
In-company, face to face on your site
Language
French, Darija or English; bilingual materials
Funding
OFPPT special training contracts (TFP), GIAC, Maroc PME: we prepare the applications with you, at no extra cost.
Programme customisation
Programme adapted to your procedures, your equipment and your audience

Organise this course

Price and dates on quote, depending on your headcount, your site and your preferred period.

Request a quoteDownload the PDF sheetCall +212 661 863 618

Going further

Our consultants can also support the project on your site. Organisational Diagnostic and Tech-Enabled Transformation

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Train your teams on your own site

Book a call with a consultant or request an in-company session: we adapt the programme to your procedures and your audience.

Or call us on ⁦+212 661 863 618⁩

contact@afflatusconsulting.com