MS Excel – Intelligent Automation with Power Query, VBA and AI (MSEVB1)

Microsoft, Programming

Times have changed, and simply writing macros is no longer enough for fast, automated data processing in Excel. Our course will teach you how to seamlessly combine Power Query for rapid data cleansing and preparation with the VBA language for comprehensive Excel control and advanced operations.

We will integrate artificial intelligence (AI) into the entire process as your personal assistant for planning procedures, explaining code, modifying macros, finding errors and checking the final solution. All of this is approached with an emphasis on formulating requests correctly, verifying outputs and working with data securely.

THIS TRAINING COURSE WILL HELP YOU:

  • Use Power Query to clean, transform and load data
  • Compare the advantages and disadvantages of using Power Query and VBA
  • Navigate the VBA editor environment
  • Use VBA syntax and general programming concepts
  • Use AI tools to plan procedures, explain VBA code, find errors and generate solution alternatives

WHO SHOULD ATTEND?

  • Advanced MS Excel users who need to transform their data quickly and automate repetitive tasks using VBA
  • Self-taught users who record macros and need to understand the recorded VBA code and modify it
  • Users who want to use AI tools when working with Excel but need to know how to formulate requests correctly and check the results

COURSE LOCATION AND AVAILABLE DATES



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Course content:

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  • Introduction and Basic Concepts
    1. What Power Query is and when to use it.
    2. When it is appropriate to use Power Query and when to use VBA
    3. Where AI can help when working with Excel
  • Data Transformation Using Power Query
    1. Introduction to the Power Query editor environment.
    2. Basics of data transformation in Power Query
    3. Data cleansing, changing data types, filtering and merging tables
    4. Saving and loading transformation results into Excel
    5. Using AI to plan a transformation procedure
    6. Using AI to explain steps in Power Query
    7. When Power Query is not enough and when it is appropriate to move to VBA
  • Basic Concepts and the VBA Editor Environment
    1. Recording and running macros
    2. Hidden workbooks and the personal macro workbook
    3. VBA language structure
    4. Modules, procedures, functions and comments
    5. Reading and modifying code created by the macro recorder
    6. Using AI to explain unfamiliar VBA code
  • Writing Simple Macros
    1. Memory variables – types, declaration and use
    2. Procedures and user-defined functions
    3. Calculation formulas, syntax and operators
    4. Loops and branching
    5. Using AI to design a macro based on a written specification
  • AI as an Assistant for Debugging VBA Code
    1. How to describe an error correctly and provide the error message to AI
    2. How to provide AI with part of the code without sensitive data
    3. How to request a simple explanation of the error and corrected code
  • Running Procedures Based on Events
    1. The Excel object model
    2. Worksheet, workbook and application events
    3. Using AI to design a simple workflow for an Excel application.
  • Safe and Sensible Use of AI When Working with Data
    1. What not to enter into AI: personal data, passwords, internal data and trade secrets
    2. How to provide a table structure without real data
    3. The difference between a public AI tool and a corporate environment
    4. Recommended procedure: request, proposal, review, test file, production use
  • Practical Final Example
    1. Loading and cleaning data using Power Query
    2. Preparing a table for further processing
    3. Creating a VBA macro to export selected records and running it with a button
    4. Using AI to explain or check part of the code
Prerequisites:
Good knowledge of everyday work with MS Excel (advanced formulas, filters)
Recommended previous course:
MS Excel – Efficient data processing for advanced users (MSE2)
Recommended follow-up course:
MS Excel – Advanced VBA Programming (MSEVB2)
Schedule:
3 days (9:00-17:00)
Price per person:
396.00 € ( 479.16 € incl. 21% VAT)

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