PB AI / DATA
EN USD

Automation / Course 03

Spreadsheet Automation Essentials

A practical route from repeated spreadsheet clean-up to a documented, testable automation.

Designed for

Operations, support and administrative professionals comfortable with formulas but new to macros or scripts.

$119
Outcome

What this product is designed to help you complete.

Map, record, test and document a small Excel or Google Sheets workflow using the right level of automation.

Exact files

What you receive.

01

Recorded lessons in short task-based chapters

02

Six clean practice workbooks

03

Automation suitability decision tree

04

Test-case and exception log

05

Handover documentation template

Syllabus

The learning sequence.

01

Stabilise the sheet

Separate inputs, calculations and outputs before automating.

02

Choose the mechanism

Compare formulas, recorded actions, Power Query and lightweight scripts.

03

Build a small repeatable flow

Automate one narrow transformation using supplied practice data.

04

Test the exceptions

Check blank, duplicate, malformed and out-of-range inputs.

05

Document and hand over

Leave clear ownership, run steps, limits and a manual fallback.

Purchase scope

Delivery, requirements and boundaries.

Time and delivery

Learning time: 3.5 hours of recorded lessons plus optional practice

Delivery: Access instructions sent after payment confirmation

Access: 12 months of course access; practice files remain downloadable for personal use

Requirements

  • Current Excel or Google Sheets access
  • Permission to use macros, Office Scripts or Apps Script where exercises require them
  • Practice only with supplied or non-sensitive sample data

Support included

Delivery and access assistance; written clarification of supplied exercise instructions

Not included

No debugging of company files, custom scripts, security review or production deployment

Known limitations

  • Product availability and scripting permissions depend on account type and administrator settings.
  • Large datasets or business-critical workflows may need database, engineering or security support.
  • Examples are educational and must be tested before any workplace use.

Order checkpoint

Review the scope before payment.

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