Python for Excel

Zoe Allen · October 21, 2024

Streamline your month-end financial close with automated finance functions that extract data, incorporate customized functions, and integrate automation macros to reduce manual tasks.


Course Overview

Python for Excel is an intensive course designed to equip finance professionals with the skills and knowledge needed to leverage Python’s capabilities in the realm of data analysis and automation within Excel. This comprehensive course covers a wide range of topics, from the basics of Python programming to advanced techniques for manipulating and analyzing financial data.

In this course, participants will learn how to automate key aspects of the month-end financial close process by harnessing the power of Python. Through hands-on exercises and real-world examples, learners will gain proficiency in extracting data from multiple sources, creating customized functions to perform complex calculations, and implementing automation macros to streamline repetitive tasks. By the end of the course, participants will have the tools and confidence to optimize their finance functions, reduce manual workload, and enhance the accuracy and efficiency of their financial analysis.

Learning Outcomes:

  • Master efficient data extraction techniques, simplifying complex data retrieval tasks for financial analysis.
  • Create tailored formulas and functions to address specific financial requirements, enhancing your analytical capabilities.
  • Proficiently implement automation macros, reducing manual work and errors in the month-end financial close process.
  • Harness Python’s analytical power for data visualization, cleaning, machine learning, and predictive analytics to make informed financial decisions.
  • Seamlessly combine Excel and Python to construct comprehensive financial solutions within the Excel environment.
  • Use Excel’s connectors and Power Query to bring external data into your Python workflows, breaking down data silos.
  • Leverage Python in Excel while retaining your familiarity with Excel’s functions, PivotTables, and charting capabilities.


Course Facilitator

Dan Stockdale

Course Facilitator

Dan is a Power BI Online Trainer who also works as a Financial Modeler for London Business School. He is an ex-PwC consultant specializing in strategic, operational and financial modeling.

He has delivered management accountant, financial analyst and commercial analyst roles at BBC Worldwide, WPP, Vue Entertainment and DAZN.

He is a CIMA qualified and currently trains finance professionals across the globe through a number of market leading financial training institutions.



Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Internet


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Zoe Allen

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