#_ the Python + Excel Automation [ Cheat Sheet ]

1. 📦 Automating Basic Excel Operations

● Packages: openpyxl, xlwings
● Description: Create, open, save, and close Excel files through
Python scripts.
● Commands:
○ wb = openpyxl.Workbook()
○ wb.save('file.xlsx')
○ xlwings.Book('file.xlsx').save()
○ wb.close()

2. 📦 Managing Sheets and Ranges

● Packages: openpyxl, xlwings
● Description: Create, delete, or move sheets and manipulate cell
ranges.
● Commands:
○ wb.create_sheet('Sheetname')
○ ws['A1':'B10']
○ xlwings.sheets.add('Sheetname')
○ xlwings.Range('A1').value

3. 📦 Data Cleaning and Preprocessing Automation

● Packages: pandas, openpyxl
● Description: Automate the cleaning and preprocessing of Excel
data.
● Commands:
○ df.dropna(inplace=True)
○ ws['A1'] = df['column'].mean()
○ df['column'] = df['column'].apply(func)

4. 📦 Excel Formulas and Calculations Automation

● Packages: openpyxl
● Description: Automate the application of Excel formulas.
● Commands:

By: Waleed Mousa

 ○ ws['A1'] = "=SUM(A2:A10)"
○ ws['B1'] = "=AVERAGE(B2:B10)"
○ ws['C1'] = "=VLOOKUP(C2, Sheet2!A1:B10, 2, FALSE)"

5. 📦 Chart Automation for Visual Insights

● Packages: openpyxl
● Description: Create and modify Excel charts programmatically.
● Commands:
○ chart = openpyxl.chart.LineChart()
○ chart.add_data(data)
○ ws.add_chart(chart, 'E5')

6. 📦 Automating Pivot Tables for Data Summary

● Packages: pandas, openpyxl
● Description: Create Pivot Tables programmatically for summarizing
data.
● Commands:
○ pivot = pd.pivot_table(df, index, columns, values)
○ pivot.to_excel('pivot.xlsx', engine='openpyxl')

7. 📦 Automation of Custom User-Defined Functions

● Packages: xlwings
● Description: Implement and call custom functions in Excel via
Python.
● Commands:
○ @xlwings.udf
○ xlwings quickstart my_udf
○ =my_function() in Excel

8. 📦 Real-Time Data Retrieval and Automation

● Packages: pandas, yfinance
● Description: Automatically retrieve and analyze real-time data
such as stocks.
● Commands:
○ stock_data = yfinance.Ticker('AAPL').history(period='1d')
○ df.to_excel('realtime_data.xlsx')

By: Waleed Mousa

9. 📦 Automation of Security Measures in Excel
● Packages: openpyxl
● Description: Ensure data security in Excel files through automated
techniques.
● Commands:
○ ws.protection.set_password('password')
○ ws.sheet_properties.tabColor = "1072BA"

10. 📦 Performance Optimization Automation for Large Files

● Packages: pandas, dask
● Description: Automate performance optimization when dealing with
large Excel files.
● Commands:
○ dask_df = dask.dataframe.read_csv('large_file.csv')
○ dask_df.compute()
○ pandas.read_excel('file.xlsx', usecols=['A', 'B'])

11. 📦 Excel Add-ins and Extensions Automation

● Packages: xlwings, pyxll
● Description: Develop and deploy Excel add-ins and extensions
through automation.
● Commands:
○ xlwings addin install
○ @xlwings.func for custom functions

12. 📦 Scheduling Automated Excel Tasks

● Packages: schedule, pandas, openpyxl
● Description: Schedule Excel-related tasks to run at specific
intervals.
● Commands:
○ schedule.every(10).minutes.do(task)
○ schedule.every().day.at('10:30').do(task)
○ while True: schedule.run_pending()

By: Waleed Mousa

13. 📦 Web Scraping to Excel Automation
● Packages: beautifulsoup4, requests, pandas
● Description: Automate the process of scraping web data and storing
it in Excel.
● Commands:
○ soup = BeautifulSoup(page.content, 'html.parser')
○ df.to_excel('web_data.xlsx')

14. 📦 Email Automation with Excel Attachments

● Packages: smtplib, email
● Description: Automate sending emails with Excel files as
attachments.
● Commands:
○ server = smtplib.SMTP('smtp.gmail.com', 587)
○ server.login(username, password)
○ email.attach(attachment, 'application/excel', 'file.xlsx')

15. 📦 Database Integration with Excel Automation

● Packages: pandas, sqlalchemy
● Description: Automate data extraction from databases to Excel and
vice versa.
● Commands:
○ engine = create_engine('database_url')
○ df.to_sql('table_name', engine)
○ df = pd.read_sql('table_name', engine)

16. 📦 Error Handling in Excel Automation

● Packages: openpyxl
● Description: Implement error handling in your Excel automation to
ensure smooth operation.
● Commands:
○ try: ws['A1'] = 'value'
○ except Exception as e: print(e)

By: Waleed Mousa

17. 📦 Excel Data Validation Automation
● Packages: openpyxl
● Description: Automate validation rules in Excel to ensure data
integrity.
● Commands:
○ validation =
openpyxl.worksheet.datavalidation.DataValidation()
○ ws.add_data_validation(validation)

18. 📦 Batch Processing Automation with Excel

● Packages: pandas, openpyxl
● Description: Automate batch processing of multiple Excel files at
once.
● Commands:
○ for file in files: pd.read_excel(file).process()

19. 📦 Creating Interactive Dashboards in Excel

● Packages: openpyxl, pandas
● Description: Automate the creation of interactive dashboards in
Excel.
● Commands:
○ ws['A1'] = "=PIVOT(Sheet2!A1:C10)"
○ ws['A2'] = "=CHART(Sheet2!D1:E10)"

20. 📦 Automating Multi-Language Support in Excel

● Packages: openpyxl, translate
● Description: Facilitate internationalization by automating
translations in Excel.
● Commands:
○ translator = translate.Translator(to_lang='es')
○ ws['A1'] = translator.translate(ws['A1'].value)

By: Waleed Mousa