Python in Excel for Finance Crash Course

What you’ll get

• A 2.5-hour live training session with a Microsoft MVP
• A starter workbook and the finished workbook you build during the session
• Demo notes and a reference guide of the Python in Excel snippets used
• The full recording, shared afterward
• A certificate of attendance for professional development or internal documentation

Python is built into Excel now. This is how you use it.

You already know Excel. The real question is when Python is worth reaching for, and when a PivotTable is honestly all you need. This session answers that plainly. You start with the kind of analysis you’d normally do with formulas and PivotTables, find the exact point where they run out of road, and then do what comes past that line. No prior coding experience required.

What you’ll cover

You build the whole thing by hand off a scaffolded starter file, so the work is reproducible and you understand every step. Here is how the 2.5 hours run.

Getting set up (15 min)

What Python in Excel is, where the PY() cell lives, and a quick check that everyone is running on the shared dataset. No install required.

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The baseline, in plain Excel (15 min)

Build a standard analysis with a PivotTable and formulas, no Python. For a lot of routine reporting this is honestly all you need, and we’ll say so.

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Where Excel runs out (20 min)

The specific moments the familiar tools start to creak: the same calculation within every group, leading and lagging a series, rolling windows, resampling, and looking at many relationships at once.

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Past the cliff, by hand in Python (65 min)

Working off the starter file, you build it line by line:

• Groupwise analysis: run the same comparison across every cost center or vendor in one operation
• Leading and lagging: shift series cleanly to compare period over period
• Rolling windows and resampling: a moving correlation, and monthly figures rolled up to quarterly
• See many relationships at once: a correlation heatmap or scatter matrix across your variables in one view

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Summarize and forecast (20 min)

Pull the analysis into a short plain-language summary, then project the trend forward into a simple forecast you can see the assumptions behind. With the work done by hand, we also cover how AI can speed this up next time, and why doing it yourself first is what lets you trust the automation later.

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Make it yours and wrap (10 min)

Point the workbook at your own data, where to go next, and Q&A.

What people are saying

George has a solid core of knowledge on everything Excel and does excellent webinar training sessions.

Scot H., Analytics Principal

George is a tremendous teacher. Makes topics very easy to understand and relatable.

Jorge C., Senior Operations Analyst

I highly recommend these tutorials. Nicely paced and easy to follow. Great for all experience levels.

Miranda G., Senior Purchasing Analyst

George clearly walks through everything, explaining with detail to replicate but without being overwhelming.

Steph R., Data Analyst

Before you register

Software: Excel for Windows or Mac with Python in Excel enabled (desktop version recommended), on the Microsoft 365 Current Channel. You can check availability here. No AI subscription needed. Everything we build runs on its own.

After you register: You’ll get the starter and finished workbooks, demo notes, and a snippet reference guide, plus access to the full recording afterward and a certificate of attendance. Refunds are available up to 7 days before the event.