Excel - Automation with macro commands

Use different tools to bring out the data and simplify daily actions using macro commands. Learn how display data as an outline and much more!
Microsoft Partner

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  • Duration: 1 day
  • Regular price: $360
  • Preferential price: $306

Course outline

Duration : 1 day

© AFI Expertise inc.


Windows - User or equivalent

Wanting to automate repetitive tasks


  • Use different tools to bring out the data
  • Simplify daily actions using macro commands

Teaching method

Presentations - Demos - Guided and individual exercises .


Chapter 1 - Display data as an outline

  • Prioritize data using automatic outline mode
  • Use the different views of the outline mode
  • Manually create an outline

Chapter 2 – What-if analysis tools: Scenario Manager

  • Define a scenario
  • Manage and modify scenarios
  • Generate a Summary report

Chapter 3 – Import external data

  • Convert a text file in Excel
  • Recognize the characteristics of text files
  • Distribute text in columns
  • Manipulate text data using preprogrammed functions

Chapter 4 – Create and manipulate custom views

  • Define the usefulness of custom views
  • Create a custom view
  • Use a custom view

Chapter 5 - Create macros using the Recorder

  • Set macro security
  • Save a macro with AutoSave
  • Access the Visual Basic code of a macro
  • Delete a macro
  • Save a macro in Visual Basic
  • Assign a macro to an image, shape, object, or control

Chapter 6 - Create custom number formats

  • Examine the syntax of a custom format
  • Customize number formats
  • Create a number format
  • Find and replace formats

Chapter 7 - Apply data protection

  • Define cells to protect
  • Apply protection to a worksheet
  • Apply protection to a workbook
  • Protect the opening and modification of a workbook

Chapter 8 - Data sharing

  • Share a workbook
  • Limit sharing of a workbook
  • Track user changes
  • Accept or reject user changes

Surround yourself with the best

Charles Mayer
Charles Mayer
As an andragogy's expert with many years of experience in the field of workplace training, Charles is committed to his peers' professionnal development, so that they gain in efficiency, skills and control.
Francis Ferland-Stevenson
Francis Ferland-Stevenson
Francis began as a trainer more than 5 years ago by testing office automation tools designed specifically to met the needs of his colleagues. His calm and his empathy makes him able to adapt his language according to the level of experience of the group. This makes his learnings clear and accessible to anyone. As a trainer, he is therefore attentive to the needs of his students to make sure they meet their objectives and face the challenges.
Vicky Moreau
Vicky Moreau
Vicky Moreau is a passionate freelancer and professional in the area of office automation. She holds a college diploma in office automation, most of her solid experience with the Office Suite was acquired while being an autodidact. In fact, she has successfully completed an MOS (Microsoft Office Specialist) Excel certification.
Carl Leduc
Carl Leduc
Carl has been working in the field of education for more than 10 years and stands out for his patience and his ability to popularize complex notions in a calm and welcoming environment. He first worked in the field of literacy, where he helped his learners improve their literacy skills. Thereafter, he specialized in office tools where he continues to deepen, extend and share his knowledge.
Yves Pilon
Yves Pilon
Yves Pilon is passionate about technological tools. His knowledge of web and office softwares has made him an expert on all Microsoft Office tools. Yves' excellent pedagogy has earned him praise from our clients on several occasions. He stands out for his spirit of synthesis and active sense of listening to the needs of the participants. The expertise he has accumulated over the years gives him the ability to ensure a productive transfer of knowledge to our clients.
Marc Maisonneuve
Marc Maisonneuve
Training program director
Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.
Mike Renoir-Chéry
Mike Renoir-Chéry
AWS Certified Trainer
Mike is a passionate, patient and dynamic trainer. Always attentive, he likes to help students understand the subject by involving them as much as possible in the process of knowledge transfer and by keeping an atmosphere free of stress and judgment in the classroom. He has a solid experience in office automation and technologies, with skills in Windows, Mac OS and iOS operating systems, as well as with the Office suite and M365.
Pierre-Edouard Brondel
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Marwa Attafi
Marwa Attafi
I accumulated more than 10 years of experience in IT before coming to Quebec. I have taught computer science and have been in charge of several business intelligence projects and computer science projects to help with decision support. I have a strong experience as an analyst of business intelligence solutions, ranging from the specification and analysis of needs to the generation of dashboards. My passion for this job, my great technical skills and my sharp analytical mind add to my skills to make me a valued and precious resource for my organization.