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Raajje Solutions Learning LabEXCEL / 101

From cells to decisions · 121 core lessons · built for teaching

Learn data analysis in Excel—by doing it.

This is not a collection of shortcuts or a fixed-day challenge. It is a carefully sequenced apprenticeship: learn one idea, practise it on data, explain it, and leave evidence. Difficult lessons can—and should—take more than one day.

Start Lesson 001 ↓

For the teacher

Your friend knows a little Excel. Treat that as familiarity—not mastery.

Teach each lesson in 45–60 minutes: 10 minutes explaining, 25–35 minutes practising, 10 minutes reviewing evidence. Checkpoints and projects may require several sessions. Move forward only when the learner can reproduce the skill without step-by-step prompting.

Never take over the mouse. Ask: What question are you answering? What does this formula reference? How do you know the result is correct? A learner who can explain a result owns it.

Use Microsoft 365 desktop Excel where possible. Some modern functions and Power Query capabilities differ by Excel version and platform. The course names alternatives where this matters.

The learning contract

Four rules for the complete course.

01

Touch the data

No lesson is complete without editing, calculating, checking or presenting something.

02

Explain the result

A correct formula without interpretation is unfinished analysis.

03

Keep raw data raw

Preserve the source. Clean through repeatable steps and document decisions.

04

Prove it

Every lesson produces a workbook, result, explanation, chart or decision.

Before Lesson 001

Set up the learning laboratory.

Software

  1. Use Excel for Microsoft 365 or a recent desktop edition.
  2. Create one folder named Excel_Analytics_Complete_Course.
  3. Inside it create 01_Raw, 02_Working, 03_Outputs and 04_Portfolio.
  4. Download the practice CSV supplied with this course.

Workbook discipline

  1. Start each file with the lesson number.
  2. Never overwrite the only raw file.
  3. Use descriptive sheet and table names.
  4. Write assumptions and changes in a Notes sheet.

Review rhythm

  1. Show evidence after each group of lessons.
  2. Repeat one task without notes.
  3. Record one confusion and one improvement.
  4. Back up the whole course folder.
Download practice dataset (.csv)

The full route

Twelve phases. One analyst.

The analyst’s loop

Repeat this until it becomes instinct.

ASK→GET→CLEAN→ANALYSE→CHECK→EXPLAIN

The complete curriculum

Open one lesson. Do the work. Mark the evidence.

0 / 121 completed
001
Phase 1

Meet the workbook

LEARN

Identify the ribbon, formula bar, Name Box, worksheets, rows, columns, cells and ranges.

EXERCISE

Open a blank workbook. Rename three sheets Raw_Data, Analysis and Dashboard. Enter your name in B2 and use the Name Box to jump to B2.

PROOF OF WORK

A saved workbook named Excel101_Day01.xlsx with the three correctly named sheets.

002
Phase 1

Navigate without fighting Excel

LEARN

Use Ctrl+Arrow, Ctrl+Home, Ctrl+End, Page Up/Down, sheet tabs and the Name Box.

EXERCISE

Create a 20-row list, then reach its four edges using only keyboard shortcuts. Freeze the top row from View > Freeze Panes.

PROOF OF WORK

Demonstrate frozen headers and reach cell A1 without the mouse.

003
Phase 1

Enter and edit data correctly

LEARN

Distinguish values, text, dates and formulas; edit with F2; undo, redo and clear contents.

EXERCISE

Enter five products with dates, quantities and prices. Correct two deliberate mistakes using F2 and Undo/Redo.

PROOF OF WORK

A small dataset where dates are real dates and numbers are numeric.

004
Phase 1

Format meaning, not decoration

LEARN

Apply number, currency, percentage and date formats without changing stored values.

EXERCISE

Format Unit_Price as currency, Discount as percentage and Date as a readable date. Widen columns with AutoFit.

PROOF OF WORK

A readable table with no #### errors and consistent formats.

005
Phase 1

Select, copy and fill efficiently

LEARN

Use Shift, Ctrl, fill handle, copy, paste and Paste Special.

EXERCISE

Create dates 1–10 September with a fill series. Copy prices and use Paste Special > Values into a second area.

PROOF OF WORK

A ten-date sequence and a values-only copy.

006
Phase 1

Use relative references

LEARN

Understand why =B2C2 changes when copied down.

EXERCISE

Create Quantity, Price and Revenue columns. In D2 type =B2

C2 and fill down ten rows.
PROOF OF WORK

Ten correct revenue results produced from one copied formula.

007
Phase 1

Use absolute and mixed references

LEARN

Lock a tax or exchange-rate cell with $ signs and recognise A$1 versus $A1.

EXERCISE

Put tax rate 8% in H2. Calculate tax with =D2*$H$2 and total with =D2+E2.

PROOF OF WORK

Change H2 to 10%; every total must update automatically.

008
Phase 1

Organise a workbook

LEARN

Use clear sheet names, consistent headers, sensible colours and separate raw data from outputs.

EXERCISE

Move raw entries to Raw_Data, calculations to Analysis and a one-number summary to Dashboard.

PROOF OF WORK

A workbook where inputs, calculations and outputs are visibly separated.

009
Phase 1

Save, share and protect work

LEARN

Use file versions, descriptive names, workbook properties and simple sheet protection appropriately.

EXERCISE

Save a new version as Excel101_v02.xlsx. Protect formula cells while leaving input cells editable.

PROOF OF WORK

A protected calculation sheet and a sensible versioned filename.

010
Phase 1

Foundation checkpoint

LEARN

Rebuild a small sales sheet without following a demonstration.

EXERCISE

From a blank workbook, enter 15 sales rows, format them, calculate Revenue and Tax, freeze headers and save correctly.

PROOF OF WORK

Checkpoint: a clean, working workbook completed within 30 minutes.

011
Phase 2

Think in rows and columns

LEARN

Apply the rule: one row per observation, one column per variable, one header row.

EXERCISE

Repair a badly designed mini-sheet containing merged headers, blank rows and totals inside the data.

PROOF OF WORK

A rectangular dataset with one header row and no decorative interruptions.

012
Phase 2

Convert data to an Excel Table

LEARN

Use Ctrl+T, table names, filters, Total Row and automatic expansion.

EXERCISE

Convert the practice sales range to a table and rename it Sales. Add one record beneath it.

PROOF OF WORK

A table named Sales that automatically includes the new row.

013
Phase 2

Use structured references

LEARN

Read and write formulas such as =[@Units][@Unit_Price].

EXERCISE

Add Gross_Sales to Sales using =[@Units]

[@Unit_Price]. Add Net_Sales after discount.
PROOF OF WORK

Both calculated columns fill automatically for every row.

014
Phase 2

Sort responsibly

LEARN

Perform single and multi-level sorts without separating rows.

EXERCISE

Sort by Region A–Z, then Net_Sales largest to smallest. Restore original order using Order_ID.

PROOF OF WORK

A correctly sorted table and an explanation of why selecting one column alone is dangerous.

015
Phase 2

Filter to answer a question

LEARN

Use text, number, date and colour filters; clear filters explicitly.

EXERCISE

Show only South-region orders above MVR 1,000. Record the visible order count, then clear filters.

PROOF OF WORK

The filtered count plus the full table restored.

016
Phase 2

Find blanks, duplicates and errors

LEARN

Use Go To Special, Conditional Formatting and Remove Duplicates carefully.

EXERCISE

Highlight duplicate Order_ID values and blank Region cells. Copy the data before removing any duplicates.

PROOF OF WORK

A cleaning log stating what was found, changed and retained.

017
Phase 2

Clean text

LEARN

Use TRIM, CLEAN, UPPER, LOWER, PROPER and Find/Replace.

EXERCISE

Clean inconsistent salesperson names and invisible spaces in a helper column using =PROPER(TRIM(CLEAN(cell))).

PROOF OF WORK

A before/after comparison with consistent names.

018
Phase 2

Split and combine text

LEARN

Use Text to Columns, Flash Fill, TEXTJOIN and concatenation.

EXERCISE

Split Full_Name into first and last name. Build a label combining Order_ID, Region and Product.

PROOF OF WORK

Separate names and a reusable human-readable order label.

019
Phase 2

Validate inputs

LEARN

Create dropdowns and numeric/date rules with helpful messages.

EXERCISE

Add a Region dropdown and restrict Customer_Rating to whole numbers 1–5. Test invalid input.

PROOF OF WORK

Two validation rules that reject bad entries and explain the expected value.

020
Phase 2

Cleaning checkpoint

LEARN

Clean an intentionally messy dataset and document every decision.

EXERCISE

Fix headers, types, blanks, spaces, duplicate IDs and inconsistent categories. Never silently invent missing values.

PROOF OF WORK

A Clean_Data sheet and a six-line cleaning log.

021
Phase 3

Formula anatomy

LEARN

Recognise =, function names, arguments, operators, precedence and nested expressions.

EXERCISE

Evaluate =2+3*4 and =(2+3)*4. Explain the difference. Use Insert Function to inspect SUM.

PROOF OF WORK

Two results and a written explanation of calculation order.

022
Phase 3

SUM, AVERAGE, MIN and MAX

LEARN

Summarise numeric columns and distinguish total from typical value.

EXERCISE

Calculate total Net_Sales, average order value, smallest order and largest order.

PROOF OF WORK

Four labelled KPIs with correct formulas.

023
Phase 3

COUNT family

LEARN

Choose COUNT, COUNTA, COUNTBLANK and COUNTIF according to the question.

EXERCISE

Count numeric sales, nonblank IDs, blank ratings and South-region orders.

PROOF OF WORK

Four counts and one sentence explaining why COUNT and COUNTA differ.

024
Phase 3

SUMIF and SUMIFS

LEARN

Aggregate one or several criteria safely.

EXERCISE

Calculate Net_Sales for North; then North sales for one category using SUMIFS.

PROOF OF WORK

Two criterion-based totals verified with a filter.

025
Phase 3

COUNTIF and COUNTIFS

LEARN

Count records matching business conditions.

EXERCISE

Count orders above MVR 1,000 and orders that are both South and rated 4 or 5.

PROOF OF WORK

Two counts whose criteria are written in plain English.

026
Phase 3

AVERAGEIF and AVERAGEIFS

LEARN

Calculate conditional averages while checking sample size.

EXERCISE

Find average order value by region and average rating for one product category.

PROOF OF WORK

A small regional comparison with order counts beside averages.

027
Phase 3

Dates are numbers

LEARN

Use TODAY, YEAR, MONTH, DAY, EOMONTH and date arithmetic.

EXERCISE

Calculate order age in days, month label and month-end date from each sale date.

PROOF OF WORK

Three date-derived columns with real date values.

028
Phase 3

Text functions for analysis

LEARN

Use LEFT, RIGHT, MID, LEN, FIND, SUBSTITUTE, TEXTBEFORE and TEXTAFTER when available.

EXERCISE

Extract the numeric part of an Order_ID and split a code formatted Region-Category.

PROOF OF WORK

Clean extracted fields; document a fallback if TEXTBEFORE is unavailable.

029
Phase 3

Round and control precision

LEARN

Use ROUND, ROUNDUP, ROUNDDOWN and understand displayed versus stored decimals.

EXERCISE

Calculate commission at 3.75%, round payments to two decimals and compare with formatting only.

PROOF OF WORK

A demonstration showing why formatting is not the same as rounding.

030
Phase 3

Formula checkpoint

LEARN

Build a reusable summary block from a question sheet.

EXERCISE

Answer ten questions using SUMIFS, COUNTIFS, AVERAGEIFS, dates and text functions.

PROOF OF WORK

A checked answer sheet with formulas visible, not pasted results.

031
Phase 4

IF decisions

LEARN

Translate a plain-language rule into a logical test and two outcomes.

EXERCISE

Classify orders as Target/Below Target using a threshold cell and an absolute reference.

PROOF OF WORK

A classification that changes when the threshold changes.

032
Phase 4

AND, OR and NOT

LEARN

Combine conditions without losing the business meaning.

EXERCISE

Flag Priority when Net_Sales > 1500 AND Rating >= 4; flag Review when either value is missing.

PROOF OF WORK

Two flags tested against edge cases.

033
Phase 4

Nested IF versus IFS

LEARN

Create ordered categories and prevent overlapping thresholds.

EXERCISE

Classify sales as High, Medium or Low with IFS or nested IF. Test exact boundary values.

PROOF OF WORK

A category formula plus tests at every boundary.

034
Phase 4

Handle errors deliberately

LEARN

Use IFERROR only after understanding the original error.

EXERCISE

Create a division that can produce #DIV/0!, diagnose it, then wrap a meaningful fallback.

PROOF OF WORK

An error-handling formula and a note describing the hidden original error.

035
Phase 4

XLOOKUP

LEARN

Retrieve matching values with exact match and a not-found result.

EXERCISE

Create a Products table, then return Category and Unit_Price into Sales with XLOOKUP.

PROOF OF WORK

Two lookup columns and a deliberate unknown code returning “Not found”.

036
Phase 4

INDEX and MATCH

LEARN

Understand a flexible lookup pattern and why it still matters.

EXERCISE

Rebuild one XLOOKUP result using INDEX(return_range,MATCH(value,lookup_range,0)).

PROOF OF WORK

Matching results from XLOOKUP and INDEX/MATCH.

037
Phase 4

Approximate lookups

LEARN

Use sorted thresholds for grades, commissions or bands.

EXERCISE

Build a rating-band table and classify scores with approximate XLOOKUP or VLOOKUP.

PROOF OF WORK

Correct results at, below and above every threshold.

038
Phase 4

Dynamic arrays

LEARN

Use FILTER, SORT and UNIQUE and understand spill ranges.

EXERCISE

Return a sorted unique product list and a live table of orders above a selected threshold.

PROOF OF WORK

Two spilling formulas with space left for their results.

039
Phase 4

LET for readable formulas

LEARN

Name intermediate calculations inside a formula.

EXERCISE

Rewrite a repeated revenue-and-tax formula with LET and meaningful variable names.

PROOF OF WORK

A shorter formula whose output matches the original.

040
Phase 4

Logic and lookup checkpoint

LEARN

Join two tables and create management flags.

EXERCISE

From Sales and Products, retrieve category and cost, calculate margin, flag low-margin orders and list them with FILTER.

PROOF OF WORK

A live exception report with no copied values.

041
Phase 5

Mean, median and mode

LEARN

Choose a measure of centre based on distribution and purpose.

EXERCISE

Calculate mean and median Net_Sales. Add one extreme value and observe which measure changes more.

PROOF OF WORK

A two-sentence interpretation of the outlier effect.

042
Phase 5

Range, variance and standard deviation

LEARN

Measure spread and distinguish sample from population functions.

EXERCISE

Calculate range, VAR.S and STDEV.S for order values by region.

PROOF OF WORK

A comparison identifying the region with more variable orders.

043
Phase 5

Quartiles and percentiles

LEARN

Locate values within a distribution.

EXERCISE

Calculate Q1, median, Q3 and the 90th percentile of Net_Sales.

PROOF OF WORK

A five-number summary and one interpretation of the 90th percentile.

044
Phase 5

Outliers with IQR

LEARN

Apply a transparent rule instead of deleting unusual values automatically.

EXERCISE

Compute IQR, lower fence and upper fence; flag values outside the fences.

PROOF OF WORK

An outlier flag plus a decision log: investigate, retain or correct.

045
Phase 5

Frequency distributions

LEARN

Create bins, FREQUENCY results and a histogram.

EXERCISE

Group order values into sensible bands and chart the distribution.

PROOF OF WORK

A labelled histogram with non-overlapping bins.

046
Phase 5

Weighted averages

LEARN

Avoid averaging averages when groups have different sizes.

EXERCISE

Calculate weighted average price using SUMPRODUCT(price,units)/SUM(units).

PROOF OF WORK

Weighted and unweighted averages with an explanation of the difference.

047
Phase 5

Correlation

LEARN

Measure linear association and avoid claiming causation.

EXERCISE

Use CORREL on Discount and Units, then create a scatterplot.

PROOF OF WORK

A coefficient, scatterplot and cautious one-sentence interpretation.

048
Phase 5

Sampling and bias

LEARN

Understand population, sample, selection bias and missingness.

EXERCISE

Take every fifth row as a systematic sample and compare its mean with the full data.

PROOF OF WORK

A comparison and two potential sources of bias.

049
Phase 5

Confidence and uncertainty

LEARN

Explain why estimates vary and compute a simple confidence interval.

EXERCISE

Calculate mean, standard error and a 95% interval using CONFIDENCE.T or a t-based approach.

PROOF OF WORK

An interval stated in words, not as certainty about every individual value.

050
Phase 5

Statistics checkpoint

LEARN

Write a one-page descriptive analysis without causal language.

EXERCISE

Summarise centre, spread, outliers, distribution and one relationship in the practice sales data.

PROOF OF WORK

A one-page memo with five statistics and two charts.

051
Phase 6

PivotTable foundations

LEARN

Create a PivotTable from an Excel Table and understand fields.

EXERCISE

Insert a PivotTable from Sales. Put Region in Rows and Net_Sales in Values.

PROOF OF WORK

A regional sales summary that refreshes after adding a row.

052
Phase 6

Change aggregation

LEARN

Switch Sum, Count, Average and percentage calculations intentionally.

EXERCISE

Show order count, average order value and total sales together.

PROOF OF WORK

A PivotTable with three correctly named value fields.

053
Phase 6

Group dates

LEARN

Group dates into months, quarters and years where supported.

EXERCISE

Create monthly sales totals and expand/collapse the hierarchy.

PROOF OF WORK

A monthly trend table with valid dates in the source.

054
Phase 6

Group numbers

LEARN

Create useful bands while retaining detail.

EXERCISE

Group Net_Sales into value ranges and count orders per band.

PROOF OF WORK

A distribution table with understandable interval widths.

055
Phase 6

PivotTable filters

LEARN

Use report filters, label filters and value filters.

EXERCISE

Show the top five products by Net_Sales within one selected region.

PROOF OF WORK

A filtered top-five analysis and a cleared-filter screenshot.

056
Phase 6

Slicers

LEARN

Add visual filters and connect them to the right PivotTables.

EXERCISE

Add Region and Category slicers; format them compactly.

PROOF OF WORK

Two working slicers with clear selected states.

057
Phase 6

Calculated fields and measures

LEARN

Know when a source calculation, calculated field or measure is appropriate.

EXERCISE

Compare sum of row-level margin with a ratio calculated from totals. Explain why they may differ.

PROOF OF WORK

A documented choice of the valid margin calculation.

058
Phase 6

Show values as

LEARN

Use % of total, running total, rank and difference from.

EXERCISE

Show each region’s share of sales and monthly running total.

PROOF OF WORK

A percentage share and running total with correct base fields.

059
Phase 6

PivotCharts

LEARN

Link a chart to a PivotTable without clutter.

EXERCISE

Create a PivotChart of monthly sales and control it with a slicer.

PROOF OF WORK

An interactive chart with field buttons hidden where appropriate.

060
Phase 6

Pivot checkpoint

LEARN

Answer five new questions without writing worksheet formulas.

EXERCISE

Build a compact PivotTable report answering who, what, where, when and how much.

PROOF OF WORK

One sheet containing three pivots, two slicers and written findings.

061
Phase 7

Choose the right chart

LEARN

Match comparison, trend, distribution, relationship and composition to chart types.

EXERCISE

For five questions, select a bar, line, histogram, scatter or carefully justified composition chart.

PROOF OF WORK

A chart-choice table explaining why each type fits.

062
Phase 7

Build a clean bar chart

LEARN

Sort values, use direct labels and remove nonessential ink.

EXERCISE

Chart regional sales from largest to smallest with one highlight colour.

PROOF OF WORK

A readable bar chart that needs no legend.

063
Phase 7

Build a truthful line chart

LEARN

Use continuous time, sensible axis intervals and zero only when context requires it.

EXERCISE

Chart monthly sales, annotate the highest and lowest months.

PROOF OF WORK

A line chart with date axis and two useful annotations.

064
Phase 7

Scatterplots and trendlines

LEARN

Plot two numeric variables and inspect form, direction and strength.

EXERCISE

Plot Discount against Units; add a linear trendline and display R².

PROOF OF WORK

A scatterplot plus an interpretation that does not claim causation.

065
Phase 7

Conditional formatting

LEARN

Use colour scales, data bars and formula rules to direct attention.

EXERCISE

Highlight low margin and high-value orders with two restrained rules.

PROOF OF WORK

A table where colour communicates exceptions, not decoration.

066
Phase 7

KPI design

LEARN

Define a metric, comparison and target before drawing a card.

EXERCISE

Create Total Sales, Average Order Value, Orders and Target Attainment KPIs.

PROOF OF WORK

Four cards with units, comparison periods and no misleading precision.

067
Phase 7

Dashboard layout

LEARN

Apply a visual hierarchy: questions, KPIs, trends, breakdowns and filters.

EXERCISE

Sketch the dashboard on paper, then create aligned sections in Excel.

PROOF OF WORK

A one-screen wireframe with no merged cells in the data layer.

068
Phase 7

Interactive dashboard

LEARN

Connect slicers and timelines; test all combinations.

EXERCISE

Build a dashboard with KPIs, monthly trend, regional bars and two slicers.

PROOF OF WORK

A dashboard that updates consistently under every filter.

069
Phase 7

Accessibility and printing

LEARN

Use meaningful titles, sufficient contrast, alt text, focus order and print settings.

EXERCISE

Add chart alt text, verify greyscale readability and set one-page landscape print area.

PROOF OF WORK

A PDF preview that remains understandable without colour.

070
Phase 7

Dashboard checkpoint

LEARN

Present a dashboard as an argument, not decoration.

EXERCISE

Give a five-minute walkthrough: question, evidence, insight, caveat, action.

PROOF OF WORK

A finished dashboard and a one-page presenter script.

071
Phase 8

Power Query orientation

LEARN

Understand connect, transform, combine and load—the ETL workflow.

EXERCISE

Open Data > Get Data, import the practice CSV and inspect the Power Query Editor.

PROOF OF WORK

A query named Sales_Raw with no manual edits to source data.

072
Phase 8

Data types in Power Query

LEARN

Assign text, whole number, decimal, date and percentage types deliberately.

EXERCISE

Correct every column type and identify any conversion errors.

PROOF OF WORK

A typed query with zero unexplained errors.

073
Phase 8

Remove and keep rows/columns

LEARN

Filter early and retain only analysis-relevant fields.

EXERCISE

Remove blank rows, exclude test orders and keep required columns.

PROOF OF WORK

Three Applied Steps with descriptive names.

074
Phase 8

Transform text and numbers

LEARN

Trim, clean, split, replace and standardise using repeatable steps.

EXERCISE

Standardise Region and Category, split a compound code and round a numeric field.

PROOF OF WORK

A refreshable transformation with no helper columns in the source.

075
Phase 8

Add conditional and custom columns

LEARN

Create derived fields in Power Query and inspect generated M.

EXERCISE

Add Revenue and a Value_Band conditional column.

PROOF OF WORK

Two correctly typed derived columns.

076
Phase 8

Group and aggregate

LEARN

Summarise rows by dimensions before loading.

EXERCISE

Group by Region and Category; calculate total sales, order count and average rating.

PROOF OF WORK

A summary query with meaningful output column names.

077
Phase 8

Merge queries

LEARN

Join tables using keys and validate match quality.

EXERCISE

Merge Sales with Products by Product_ID using a left outer join. Inspect unmatched rows.

PROOF OF WORK

An expanded merge and a count of unmatched keys.

078
Phase 8

Append queries

LEARN

Stack files with identical structures and preserve source context.

EXERCISE

Create January and February extracts, append them, and add a Source_Month field.

PROOF OF WORK

One combined table with correct row count.

079
Phase 8

Parameters and refresh

LEARN

Separate changing inputs from transformation logic.

EXERCISE

Create a folder or path parameter where available, change the source and refresh.

PROOF OF WORK

A query that updates without repeating cleaning steps.

080
Phase 8

Power Query checkpoint

LEARN

Build a raw-to-clean pipeline and document it.

EXERCISE

Import two files, standardise types, append, merge a lookup and load a final table.

PROOF OF WORK

A refreshable output plus a diagram of query dependencies.

081
Phase 9

Frame an analytical question

LEARN

Convert vague requests into metric, population, period, comparison and decision.

EXERCISE

Rewrite “How are sales?” into five answerable questions.

PROOF OF WORK

A question sheet with decisions each answer could support.

082
Phase 9

Build a data dictionary

LEARN

Define every field, type, unit, allowed values, owner and caveat.

EXERCISE

Create a dictionary for the Sales dataset and mark derived fields.

PROOF OF WORK

A Data_Dictionary sheet covering every column.

083
Phase 9

Exploratory data analysis

LEARN

Follow structure → quality → distribution → relationships → segments → time.

EXERCISE

Create an EDA checklist and record findings before making recommendations.

PROOF OF WORK

A findings log separating observations from explanations.

084
Phase 9

What-if analysis

LEARN

Use Goal Seek, Scenario Manager or Data Tables for controlled assumptions.

EXERCISE

Use Goal Seek to find units required to meet a revenue target; test three discount scenarios.

PROOF OF WORK

A scenario table with assumptions clearly separated from results.

085
Phase 9

Forecasting basics

LEARN

Separate trend, seasonality and noise; evaluate rather than trust a forecast.

EXERCISE

Create a forecast sheet or FORECAST.ETS where suitable and hold back recent periods for checking.

PROOF OF WORK

A forecast chart with assumptions and an error measure.

086
Phase 9

Regression with ToolPak

LEARN

Use regression for association and prediction while checking assumptions.

EXERCISE

Enable Analysis ToolPak, regress Units on Discount and Price, then inspect coefficients and R².

PROOF OF WORK

A short interpretation including limitations and no causal claim.

087
Phase 9

Segmentation

LEARN

Create useful groups based on behaviour rather than arbitrary labels.

EXERCISE

Segment products by sales and margin into four action groups.

PROOF OF WORK

A segment matrix and one action for each group.

088
Phase 9

Pareto analysis

LEARN

Identify whether a minority of items drives most outcomes.

EXERCISE

Sort products by sales, calculate cumulative percentage and build a Pareto chart.

PROOF OF WORK

A chart identifying the approximate contribution of top products.

089
Phase 9

Quality assurance

LEARN

Reconcile totals, test formulas, trace precedents and build control checks.

EXERCISE

Add row-count, total, duplicate-key and missing-value controls to the workbook.

PROOF OF WORK

A visible QA panel where all expected checks pass.

090
Phase 9

Write insights

LEARN

Use the structure: finding → evidence → meaning → action → caveat.

EXERCISE

Convert five chart descriptions into decision-ready insight statements.

PROOF OF WORK

Five concise insights with numbers and cautious language.

091
Phase 10

Data Model foundations

LEARN

Understand why multiple related tables are better than one giant flattened sheet.

EXERCISE

Add Sales and Products to Excel’s Data Model and identify the one-to-many relationship.

PROOF OF WORK

A relationship diagram with unique Product_ID values on the one side.

092
Phase 10

Fact and dimension tables

LEARN

Distinguish events from descriptive lookup tables and define grain.

EXERCISE

Classify Sales as a fact table and Products, Calendar and Regions as dimensions. Write the grain of each.

PROOF OF WORK

A model inventory stating one row represents what in every table.

093
Phase 10

Create a Calendar table

LEARN

Build a continuous date dimension for reliable time analysis.

EXERCISE

Create or import a Calendar table with Date, Year, Quarter, Month and Month_Number; relate it to Sales.

PROOF OF WORK

A sorted calendar hierarchy connected by Date.

094
Phase 10

Power Pivot interface

LEARN

Navigate Diagram View, Data View, calculation area and relationships.

EXERCISE

Enable Power Pivot where supported, inspect the model and hide technical keys from client tools.

PROOF OF WORK

A clean model with only useful reporting fields visible.

095
Phase 10

Calculated columns versus measures

LEARN

Choose row-level stored calculations or context-dependent aggregations.

EXERCISE

Create one calculated column and one measure; compare when each is evaluated and stored.

PROOF OF WORK

A short decision table explaining which should be used for three scenarios.

096
Phase 10

First DAX measures

LEARN

Write explicit measures with SUM, COUNTROWS, DISTINCTCOUNT and DIVIDE.

EXERCISE

Create Total Sales, Orders, Customers and Average Order Value measures.

PROOF OF WORK

Four formatted measures whose totals reconcile to worksheet calculations.

097
Phase 10

Filter context

LEARN

Understand how PivotTable rows, columns, filters and slicers change a measure.

EXERCISE

Place Total Sales by Region and Category; apply slicers and explain why the measure changes.

PROOF OF WORK

A written explanation of filter context using one selected cell.

098
Phase 10

CALCULATE

LEARN

Modify filter context intentionally with CALCULATE.

EXERCISE

Create sales for one category and sales excluding one region; compare with the unfiltered total.

PROOF OF WORK

Two CALCULATE measures with plain-language definitions.

099
Phase 10

Time intelligence

LEARN

Use the Calendar table for year-to-date and prior-period comparisons.

EXERCISE

Create Sales YTD, Previous Month Sales and Month-over-Month Change where the data supports it.

PROOF OF WORK

A monthly PivotTable with validated period comparisons.

100
Phase 10

Data Model checkpoint

LEARN

Build and document a small star schema.

EXERCISE

Load at least three tables, create relationships, define six measures and build one PivotTable.

PROOF OF WORK

A model diagram, measure dictionary and reconciliation sheet.

101
Phase 11

Workbook performance

LEARN

Reduce volatile formulas, excessive formatting, full-column calculations and duplicated work.

EXERCISE

Inspect a slow workbook, identify three performance risks and replace at least two.

PROOF OF WORK

Before/after file size or recalculation notes.

102
Phase 11

Formula auditing and debugging

LEARN

Use Trace Precedents, Trace Dependents, Evaluate Formula and Watch Window.

EXERCISE

Diagnose three planted errors: wrong range, hard-coded constant and inconsistent copied formula.

PROOF OF WORK

A debugging log showing symptom, cause, fix and prevention.

103
Phase 11

Reusable design

LEARN

Apply named ranges, tables, templates and documented input/output conventions.

EXERCISE

Turn one analysis workbook into a reusable template with highlighted inputs and protected calculations.

PROOF OF WORK

A blank reusable template plus instructions.

104
Phase 11

Collaboration and comments

LEARN

Use comments, notes, co-authoring and change discipline without creating conflicting truths.

EXERCISE

Review a workbook with another person, resolve three comments and record decisions.

PROOF OF WORK

A reviewed workbook and decision log.

105
Phase 11

Data privacy and ethics

LEARN

Minimise personal data, control access, anonymise outputs and avoid harmful inference.

EXERCISE

Audit the practice workbook as if it contained employee data; remove or mask unnecessary identifiers.

PROOF OF WORK

A privacy checklist and a safe sharing copy.

106
Phase 11

Automation without fragility

LEARN

Recognise when refresh, Office Scripts, VBA or Power Automate may help—and when not to automate.

EXERCISE

Write a step-by-step specification for one repeated task, then automate only a safe portion if available.

PROOF OF WORK

An automation brief with trigger, inputs, outputs, errors and manual fallback.

107
Phase 11

Analyze Data and AI assistance

LEARN

Use natural-language analysis as a hypothesis generator, then verify every output.

EXERCISE

Ask Analyze Data three questions. Recreate one answer manually and compare filters and aggregation.

PROOF OF WORK

A verification table: AI answer, manual answer, match, caveat.

108
Phase 11

Reproducible reporting

LEARN

Create a refresh checklist, last-refresh stamp, source register and output version.

EXERCISE

Prepare a monthly report so another person can refresh it from new files.

PROOF OF WORK

A handover test completed by someone other than the author.

109
Phase 11

Portfolio storytelling

LEARN

Show problem, process, evidence, decision and impact without exposing confidential data.

EXERCISE

Create a case-study page using screenshots or anonymised outputs from one course project.

PROOF OF WORK

A portfolio draft understandable in two minutes.

110
Phase 11

Professional practice checkpoint

LEARN

Simulate a real analyst handover under time pressure.

EXERCISE

Receive a new CSV, clean it, update the model, refresh the dashboard, check controls and brief the teacher.

PROOF OF WORK

A timed delivery package with workbook, QA note and three-minute briefing.

111
Phase 12

Analysis checkpoint

LEARN

Answer a management question end-to-end.

EXERCISE

Choose a real question, clean data, analyse it, visualise results and recommend one action.

PROOF OF WORK

A two-page analysis brief reviewed by another person.

112
Phase 12

Choose the capstone question

LEARN

Select a decision-relevant problem small enough to finish.

EXERCISE

Write the stakeholder, decision, five questions, success criteria and exclusions.

PROOF OF WORK

An approved one-page project brief.

113
Phase 12

Plan the workbook

LEARN

Design sheets, table names, keys, calculations and outputs before building.

EXERCISE

Draw the workbook architecture from Raw to Clean to Model to Analysis to Dashboard.

PROOF OF WORK

A workbook blueprint and file-naming plan.

114
Phase 12

Acquire and document data

LEARN

Collect permitted data and preserve an untouched source.

EXERCISE

Import at least two related tables; record source, date, owner and limitations.

PROOF OF WORK

Raw data files plus a source register.

115
Phase 12

Clean reproducibly

LEARN

Use Power Query or documented steps, never unexplained manual overwrites.

EXERCISE

Profile types, blanks, duplicates, invalid values and keys; create clean outputs.

PROOF OF WORK

A refreshable clean dataset and cleaning log.

116
Phase 12

Model and calculate

LEARN

Create relationships or lookups and define trusted measures.

EXERCISE

Build a star-like model where appropriate and document KPI formulas.

PROOF OF WORK

A model sheet with validated totals.

117
Phase 12

Explore before explaining

LEARN

Run descriptive analysis, segments, time patterns and exceptions.

EXERCISE

Produce an EDA page containing distributions, trends and top/bottom cases.

PROOF OF WORK

An EDA page with at least five observations and no recommendations yet.

118
Phase 12

Build the analytical argument

LEARN

Select only evidence that answers the project questions.

EXERCISE

Create final tables and charts; remove anything interesting but irrelevant.

PROOF OF WORK

A storyboard linking each question to one finding and one visual.

119
Phase 12

Build the dashboard

LEARN

Create a one-screen interactive decision view.

EXERCISE

Add KPI cards, trend, comparison, breakdown and filters; test all states.

PROOF OF WORK

A functional dashboard with a visible last-refresh date.

120
Phase 12

Audit and peer review

LEARN

Test data, formulas, usability, accessibility and interpretation.

EXERCISE

Use the QA checklist; ask your teacher/friend to find three weaknesses; repair them.

PROOF OF WORK

A signed-off QA sheet and change log.

121
Phase 12

Present and defend

LEARN

Explain the decision, evidence, uncertainty and next action in ten minutes.

EXERCISE

Deliver the presentation, answer questions, then write what you would improve.

PROOF OF WORK

Final workbook, five-slide or one-page briefing, and a 300-word reflection.

Focus instrument

Twenty-five minutes. One problem.

Use this when a lesson feels difficult. Work without switching tabs until the timer ends, then take five minutes to explain what happened.

25:00READY

How to assess the learner

Grade the thinking—not the prettiness.

30%

Accuracy

Numbers reconcile; formulas are correct; types, keys and assumptions are valid.

25%

Reproducibility

Another person can refresh or repeat the work without mystery steps.

25%

Interpretation

Findings answer the question, quantify evidence and acknowledge uncertainty.

20%

Communication

The workbook and presentation are clear, restrained and usable.

Core formula ladder

The functions to know—not merely recognise.

SUM · AVERAGE · MIN · MAXCOUNT · COUNTA · COUNTBLANKSUMIFS · COUNTIFS · AVERAGEIFSIF · IFS · AND · OR · IFERRORXLOOKUP · INDEX · MATCHFILTER · SORT · UNIQUE · LETTRIM · CLEAN · TEXTBEFORE · TEXTAFTERTODAY · YEAR · MONTH · EOMONTHMEDIAN · QUARTILE · STDEV.S · CORRELSUMPRODUCT · FORECAST.ETS · LINEST

Official learning references

This curriculum is aligned with Microsoft’s current documentation for Excel functions, PivotTables, Power Query, Power Query and Power Pivot, Analysis ToolPak and Analyze Data. Interface names and feature availability can vary by Excel version, licence, operating system and web/desktop edition.

Completion is a beginning

The goal is not to know every Excel button. It is to turn a messy question into a checked, useful decision.

At the end, your friend should be able to receive unfamiliar data, preserve the source, clean it, model it, analyse it, challenge the result, build a clear dashboard and explain what should happen next. That is data analysis.

121 CORE LESSONSFROM CELLS
TO DECISIONS

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Pass one useful idea forward

Choose the most useful idea from this article, act on it once, then bring one other person with you.

No account. No counter. No streak. Just something useful to do next.

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