Python is in Excel! – Here is a complete getting started guide for you

Share

Facebook
Twitter
LinkedIn

Recently Microsoft announced Python support for Excel. This is a BIG news for everyone using Excel to analyze data or find insights. In this article, let me give you a proper introduction to the Python in Excel feature and how to use it. 

If you prefer video, check out my Excel for Python is here video.

Introduction to Python in Excel

What is Python for Excel feature?

When you have "python in excel" it will show up in Formula ribbon

You can now write Python code natively in Excel cells and return the output as either Python objects or Excel values. For example, you want to perform quick statistical analysis of your sales data in the range A1:D10. You can use the below Python code to do this now.

=XL(“A1:D10”, headers=True).describe()

How do I enable Python for Excel?

This “preview” feature is only available with Excel 365 beta users as of September 2023.

If you have Excel 365, you can go to File > Account to enable “insider” program. More details on eligibility and instructions are here – https://insider.microsoft365.com/en-us/join/windows

After you’ve joined the program, update your Office from File > Account page.

Office update may be needed to get python in Excel

After the update, if you have Python for Excel, it will show up in the formula ribbon, as depicted below.

If you don’t have it yet, just wait a few weeks. It will show up eventually.

When you have "python in excel" it will show up in Formula ribbon

How to use Python in Excel:
A Quick Tutorial

Open Excel and load any of your data files. Alternatively, if you need sample data, copy paste the below table into Excel.

Sales Person Product Country Date Sales Boxes
Gigi Bohling Manuka Honey Choco India 20-Jul-23 8162 742
Barr Faughny White Choc Canada 16-Aug-23 2485 355
Marney O’Breen Peanut Butter Cubes India 14-Jul-23 10255 733
Wilone O’Kielt Mint Chip Choco India 2-Jul-23 16800 800
Gunar Cockshoot Orange Choco New Zealand 2-Aug-23 2842 203
Andria Kimpton Baker’s Choco Chips Canada 18-Jul-23 9373 427
Beverie Moffet Fruit & Nut Bars India 14-Jul-23 6573 598
Mallorie Waber Baker’s Choco Chips India 24-Jul-23 3598 150
Barr Faughny Spicy Special Slims Canada 11-Jul-23 5138 571
Dennison Crosswaite White Choc Canada 22-Jul-23 1547 258
Ches Bonnell 99% Dark & Pure New Zealand 16-Aug-23 12901 993
Andria Kimpton Organic Choco Syrup USA 16-Jul-23 7161 651
Gunar Cockshoot Fruit & Nut Bars New Zealand 19-Jul-23 11935 1492
Beverie Moffet After Nines India 18-Aug-23 5089 268
Gunar Cockshoot Peanut Butter Cubes USA 11-Jul-23 9247 578
Andria Kimpton Peanut Butter Cubes India 22-Jul-23 10731 826
Gigi Bohling After Nines Australia 4-Jul-23 9730 609
Gunar Cockshoot Eclairs USA 1-Aug-23 3150 287
Karlen McCaffrey 99% Dark & Pure USA 6-Aug-23 2247 205
Roddy Speechley Peanut Butter Cubes USA 1-Jul-23 2765 213
Brien Boise Caramel Stuffed Bars India 3-Aug-23 7112 647
Wilone O’Kielt Organic Choco Syrup UK 27-Aug-23 3787 345
Dennison Crosswaite Peanut Butter Cubes Canada 29-Aug-23 2674 168
Gigi Bohling White Choc India 14-Aug-23 378 54
Karlen McCaffrey Raspberry Choco Australia 7-Jul-23 7217 401
Marney O’Breen Spicy Special Slims New Zealand 19-Aug-23 735 147
Mallorie Waber Organic Choco Syrup UK 3-Jul-23 4690 427
Karlen McCaffrey Manuka Honey Choco India 24-Jul-23 8008 572
Wilone O’Kielt Spicy Special Slims Australia 18-Jul-23 12586 2518
  1. Once you have some data in Excel, press CTRL ALT SHIFT P to enable Python mode. If you get a “welcome to Python screen” complete the tour and then press the shortcut again.
  2. Using your mouse or keyboard, select the data in your workbook. Excel should write the necessary XL() command to capture your data into Python as a dataframe.
  3. To see the dataframe you just built, press CTRL Enter. Excel will display a “Python Object” in the cell.

DATAFRAME: a dataframe is a python concept for storing data. They are like Excel tables. Each column of dataframe has one kind of data.

How to create a dataframe in Excel Python

To see the output as values
instead of Python object

converting python output to Excel values

You can see the “actual” values of your Python code anytime. Just select the cell with Python output and either press CTRL+ALT+SHIFT+M or right click on the cell and choose “Python Output” > Excel values option.

10 Python Coding Examples

Use these code samples to play with Python in Excel. Before starting.

  • Copy the above table of sample data and paste it in Excel (in range A1:F30). Alternatively, download this file with the data.
  • To type the code, enter python mode (CTRL ALT SHIFT P) or use the formula =PY( in a cell.

Example 0

Construct dataframe 👩‍💻

df = xl("A1:F30", headers=True)

 

Explanation & Output 💻

This will just create a dataframe named df and return that to the cell. You can either leave it or see the underlying data (which will be same as A1:F30) by changing the output style.

Example 1

Description of the data 👩‍💻

df.describe()

 

Explanation & Output 💻

This will generate a dataframe with statistical descriptions for all your number columns. Example output is shown below.

dataframe describe - sample output

Example 2

Description of the data, all columns 👩‍💻

df.describe(include="all")

 

Explanation & Output 💻

This will generate a dataframe with statistical descriptions for all your columns. Perfect for situations when you have some text, dates and numbers in your data. Sample output shown below:

dataframe description for all columns

Example 3

Unique Product Names 👩‍💻

df["Product"].unique()

 

Explanation & Output 💻

This will generate a python array (ndarray) that has all the product names with duplicate values removed.

Example 4

Add “Sales per Box” calculated column to the dataframe 👩‍💻

df["sales per box"]=df["Sales"]/df["Boxes"]

 

Explanation & Output 💻

This will add a new column [“sales per box”] to the dataframe with the calculation logic: sales divided by boxes. You can use the same approach to add many other columns

Example 5

Add “Sales as percentage” calculated column to the dataframe 👩‍💻

total_sales = sum(df.Sales)
df["Sales as a percentage"] = df["Sales"]/total_sales
df

 

Explanation & Output 💻

First, we calculate the “total_sales” and keep it in a variable. Then we use that variable to calculate the sales as a percentage.

💡 TIP: Do you notice the different ways in which you can refer dataframe columns? You can use dot notation (ex: df.Sales) or bracket notation (ex: df[“Sales”])

HOMEWORK PROBLEMS

Can you add below columns to the df dataframe?

  • Sales value rounded to nearest thousand.
  • Month number of the sales date
  • Flag each record as “Canada” or “Non-Canada”

Example 6

Group Sales by Date and Show a Pivot 👩‍💻

df.groupby(by="Date").sum()

Explanation & Output 💻

This creates a default groupby (similar to pivot in Excel) of your data by showing totals by date. This will sum() all the number columns in your dataframe. See the below sample output.

groupby operation and output in Python (for Excel)

Example 7

Group Sales by Date but only show Sales & Boxes columns 👩‍💻

df.groupby("Date")[["Sales", "Boxes"]].sum() 

Explanation & Output 💻

This creates a customized groupby with Sales & Boxes columns totals by Date. Use this pattern when you don’t want to summarize certain things (like Sales per box).

Example 8

Create a bar graph with Daily Sales 👩‍💻

import matplotlib.pyplot as plt
plt.bar(df["Date"], df["Sales"])

 

Explanation & Output 💻

We import the plotting library matplotlib.pyplot and use that to generate a bar graph with default settings.

Sample output is shown below:

 

Example 9

Create a bar graph with Daily Sales – another method 👩‍💻

df_groups = df.groupby("Date")["Sales"].sum()
df_groups.plot(kind="bar")

 

Explanation & Output 💻

This code uses the built-in plotting function of the pandas library to generate the bar graph. Notice how this doesn’t show missing dates.

Sample output is shown below:

Example 10

Filter the dataframe to show all records where the product has the word “Choc” 👩‍💻

df[df["Product"].str.contains("Choc")] 

Explanation & Output 💻

This code generates a new dataframe that contains all rows where the Product column has the word “Choc” in it.

MORE HOMEWORK PROBLEMS

  • Can you filter all the records that have either “Choc” or “choc”?
  • Create a bar graph of this data to show total sales by each product

How does Python in Excel work?

You need internet connection to run Python code in Excel. All the code you write is executed in Microsoft Cloud. This also means your data travels on the network to Microsoft Cloud and returns with the result.

What happens if your code has an error?

 

python error panel - excel

If there is an error in your Excel Python code, you will see a new error message #PYTHON! in Excel.

You will also see #BUSY! when Excel is running your Python code (in Microsoft Cloud).

In case of an error in your code, Excel automatically opens the Python Diagnostics tab and displays more information there.

Execution order of your code

The python code you write in Excel will run in row-major order. This means, the code runs row by row, left to right. See this illustration to understand the process.

Resources to Learn Python 🐍

Now that you are familiar with Python in Excel, you may want to learn more. May I suggest using the below approach.

  1. See if you can enable use Python in Excel to get a feel of the technology.
  2. Install a proper Python IDE like Anaconda, VS Code or something else to learn & practice Python properly.
  3. Understand the Python programming concepts like variables, conditions, list comprehension, dataframes and EDA. Here is a good article on the process.
  4. Apply these concepts on your own / business data to solidify your understanding.
  5. If you need practice datasets, try Kaggle.

📺 Python Videos

📚 Python Books

This is the book we all (Jo, kids & I) read and really loved it. The explanations and examples are easy enough to get started. There is enough variety to please everyone. 

More practical if you want to get things done with Python. I read it a few times and really like the practicality of the book.

Python is particularly useful for doing data science & building machine learning models. This is an area of focus for me in the next months. I suggest getting the Python Data Science book once you have strong foundation in the language.

Note: I am using affiliate link for these books. 

💻 Microsoft Resources

As part of the Python for Excel launch, Microsoft also added many resources and example pages to their website. Check out these pages.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

24 Responses to “10 Supercool UI Improvements in Excel 2010”

  1. Hui... says:

    The best improvement by far is the Collapse Ribbon ^ button !

  2. Alex Kerin says:

    Kind of a shame that some of the best improvements are actually returns to old functionality. One thing I don't like is that to get to recent files I need to do an extra click after File - apart from Save As, that's why I'm usually in the File menu. I like the sparkline options, though they are still as not fully featured as some of the free and pay options out there.

  3. Arti says:

    The collapse button for the ribbon menu is good news. Can you make the ribbon menus stick too?

  4. Jon Peltier says:

    Nine improvements, not ten. You can also select multiple objects in 2007. Click on the Find & Select item at the far right of the Home tab, and the dropdown looks remarkably like your 2010 screenshot.

  5. Chandoo says:

    @Jon.. Thank you. Dumb me, I somehow thought we couldnt select objects in Excel 2007. Just saw the "select menu" and it is there. I have corrected the post and removed the point. I have added the "you can make your own ribbons" instead. Thanks once again.

    @Arti: what do you mean by make ribbons stick?

    @Alex: May be it is my installation, but when I go to "File menu" I see "recent files" by default.

  6. Arti says:

    For example, if I am working with one of the contextual ribbon menus (Pivot tables, Drawing/Chart etc), as soon as I click away from the selected object, the menu tabs vanish. If I click on the object again immediately, then Excel will remember what I was looking at, but if I wander away and click on a Pivot, then back again on the Chart, the menus will 'appear' but not get activated, thereby causing much annoyance and additional clicking.

    I want to "pin" the whole menu (not invididual commands) somehow, so that I can have the menu there for the length of the time I am working with graphics. Excel 2003 used to have the Drawing toolbar you could detach and hover while you were working, but this functionality disappeared in Excel 2007.

    My thought was Excel should just allow a 'pin', similar to the Recently Opened files menu, for the Ribbon Menus as well. If I have not selected any Drawing object, the commands can be greyed out, but I want the menu as a whole to 'stick'.

  7. Chandoo says:

    @Arti... I think MS solved this problem differently. When I select a pivot and go to "design" tab Excel 2010 remembers this and automatically takes me to "design" tab when I reselect the pivot.

    Apart from this you can also define your own ribbon with all the things you normally do. See the above article (I have added this after Jon's comments)

  8. Stephen says:

    Nice feature. About time for a upgrade for MS Office

  9. Arti says:

    Oh... okay. That might be a start. I'd probably just copy-paste the Drawing tab haha. Thanks. I'll definitely give Excel 2010 a try.

    Btw - have you considered getting into / gotten into the world of Excel as it meets SharePoint?

  10. Jon Peltier says:

    Actually, the replacement new thing is probably better than all the rest. One thing that the designers of the Office 2007 ignored was allowing regular users to customize their own interface. Office 2010's interface was expanded in this way to address the huge uproar.

  11. jeff weir says:

    Is there still a limit on how many things you can add to the QAT bar? (I'm too lazy to look myself.)

  12. Chandoo says:

    @Jeff.. it seems to take quite a few, but only shows one line and gives a little arrow button at the end. (summary: shucks!)

  13. Squiggler says:

    The best thing is you can edit the ribbon directly from excel, so now i can create my own bar with just the things I use regularly!

  14. John says:

    One of the annoying things in 07 for me is the Add-Ins menu bar - in 03 I could keystroke directly to menu add ins.. In 07 I needed an extra keystroke just to activate the add-in menu, then the keystrokes as normal.. Hope this marek sense..

  15. Jon Peltier says:

    John -
     
    If you remember the old Excel 2003 Alt-key shortcuts, you can still use them in 2007. To get to the Add-In dialog:
     
    Alt-T-I

  16. Gagan says:

    Dear Arti & Chandoo

    Seen your comments over some issues. Hope you are form India, gone through your comment expecting a pin to command it as a whole, great, hope if someone out of MS have read it, it may be kept in mind while the next R & D of Office Ver. 16

  17. Loranga says:

    Just incase someone forgot CTRL+F1 will collapse the ribbon.

  18. [...] was pleasantly surprised when I ran Microsoft Excel 2010 for first time. It felt smooth, fast, responsive and looked great on my [...]

  19. DK Samuel says:

    I like the sparklines, and the ability to modify the charts

  20. CHRIS LUNA says:

    How do you get rid of the advertisment on the right hand side? If you upgrade then will it take off the ads?

  21. Derek says:

    Once again Microsoft has re-decorated the Office and we are NOT pleased!

    The graphics object selector can be found in the Home ribbon under Find & Select, Select Objects near the bottom of the drop down. You can make it part of the Quick Access toolbar by right click over it and selecting Add to Quick Access toolbar.

    The graphics "cursor" will now appear on the mini-toolbar at the top left of the window.

  22. Vladimir says:

    How to get rid of "Add-Ins" button in Backstage (File)" menu by means of XML code, i.e. to hide, to delete or to disable this button?

    This button is usually situated in the Backstage menu between "Help" and "Options" buttons.

    • Pete Kies says:

      Vladimir, did you ever get an answer to your question?

      I am tying to customize the ribbon UI for a file using XML, and this is precisely the piece I can't figure out. I can hide other tabs, remove items from QAT and backstage - all except the options that are showing up under add-ins in backstage. If there is an XML syntax for referencing this thing and making it invisible, I cannot find it.

  23. Bishnu says:

    Hey, nice tutorial. Please check my video tutorial on similar topic at the below link and provide your comments:
    http://www.youtube.com/watch?v=TeIFc0jYjpA

Leave a Reply