Visual Studio Tools for Office (VSTO) Training Course

Participants will learn to perform a wide range of calculations efficiently and transparently to organize and present their results. The course covers various techniques to facilitate and accelerate spreadsheet creation, as well as methods to protect calculations and their outcomes from unauthorized access.

This course empowers participants to master Excel in the most efficient manner, enabling them to create, consolidate, and manage data effectively. By leveraging a range of specialized tools, you can significantly streamline workflows, reduce the time spent on routine tasks, and design applications capable of performing new and complex functions.

This course is designed for individuals who already possess a foundational understanding of VBA and wish to expand their knowledge and make greater use of the language's capabilities.

Training designed for professionals who use Microsoft Excel spreadsheets and wish to enhance their productivity and workflow.

This instructor-led, live training in Portugal (online or onsite) targets 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 answer the following questions:

• Is your daily work in Excel a never-ending string of copy-paste commands?
• Are you wasting time repeating similar operations to prepare data for analysis?
• Do you know all the Excel keyboard shortcuts, yet remain dissatisfied with the results?
• Do you wish to avoid spending excessive time on data analysis and preparation?
• Do you have to manually verify the accuracy of data obtained from different systems?
• Are you forced to stay late at work or take Excel files home because you couldn't complete tasks during the day?
• Is your job to prepare reports based on large datasets?
• Do you feel that working in Excel leads you to your results in a roundabout, inefficient way?

If you can answer YES to any of these questions, it is time to stop this nightmare. This training is designed for you.

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

WARNING

After this training, your life will change dramatically. Activities that used to occupy your entire day will be completed in just moments. Are you ready for this?

Excel is a popular spreadsheet program developed by Microsoft. It is used to store, organize, and analyze data in tabular format. Here are some key features and functions of Excel: 1. Spreadsheets: It consists of worksheets, where each sheet is a grid composed of cells arranged in rows and columns. It allows the creation of multiple sheets within a single file, enabling the organization of different data sets. 2. Calculations and Formulas: It enables performing various mathematical, statistical, and logical calculations using formulas. It has a wide range of built-in functions, such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: It provides tools for formatting data, including changing fonts, colors, and styles, as well as creating charts, pivot tables, and diagrams. 4. Sorting, Filtering, and Grouping: It allows sorting data according to specified criteria. It enables filtering data to display only selected information. It offers the ability to group data based on requirements. 5. Data Analysis: Tools for performing advanced analyses, such as scenario analysis, trend analysis, forecasting, and creating macros. 6. Data Sharing: It allows sharing and collaborating on data in real-time, enabling multiple users to work on the same data simultaneously. 7. Task Automation: It 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 features enable data analysis, report creation, budgeting, scheduling, data management, and many other applications.

Participants will learn to efficiently utilize advanced data analysis tools such as scenarios and pivot tables. The course covers performing date calculations, leveraging text-processing functions, and creating custom macros to automate spreadsheet tasks.

Target Audience

Financial analysts, market analysts, managers, and accountants

Course Objectives

Enable the facilitation and automation of all 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 eager to leverage Excel for data analysis and reporting.

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

• Create and manage spreadsheets in Excel.
• Format and organize data for clarity and efficiency.
• Use formulas and functions to automate calculations.
• Visualize data using charts, tables, and conditional formatting.
• Collaborate and share workbooks securely in Microsoft 365.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Portugal (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.

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

• Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
• Apply advanced formulas, functions, and conditional formatting for data analysis.
• Create and manage pivot tables and charts for data visualization.
• Use tools like Power Query, Power Pivot, and perform data analysis.
• Automate tasks using macros and VBA to streamline workflows.

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

This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users 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 Portugal (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.

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

• Utilize Excel formulas and functions to perform calculations and manipulate data.
• Employ Excel data analysis tools, such as PivotTables, What-If Analysis, and Forecasting, to summarize and visualize data.
• Create and customize data visualizations using Excel charts and graphs.
• Apply Excel data validation and conditional formatting to ensure data quality and highlight key insights.
• Use Excel data import and export capabilities to connect with external data sources and share data effectively.

This training session will cover the key aspects of financial analysis, leveraging the advanced capabilities of Excel.

The course is designed for financial analysts, accountants, and anyone looking to enhance their spreadsheet proficiency in the context of financial analysis.

This instructor-led, live training in Portugal (online or onsite) is designed for beginner to intermediate professionals who wish to enhance their productivity and efficiency by leveraging the advanced features of Excel and Google Sheets for data organization, analysis, and collaboration.

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

• Navigate and utilize the core features of Excel and Google Sheets.
• Perform data analysis and create actionable insights using advanced spreadsheet techniques.
• Collaborate in real-time using Google Sheets for seamless teamwork.
• Create reusable templates for reporting, tracking, and project management.