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.
Touch the data
No lesson is complete without editing, calculating, checking or presenting something.
Explain the result
A correct formula without interpretation is unfinished analysis.
Keep raw data raw
Preserve the source. Clean through repeatable steps and document decisions.
Prove it
Every lesson produces a workbook, result, explanation, chart or decision.
Before Lesson 001
Set up the learning laboratory.
Software
- Use Excel for Microsoft 365 or a recent desktop edition.
- Create one folder named
Excel_Analytics_Complete_Course. - Inside it create
01_Raw,02_Working,03_Outputsand04_Portfolio. - Download the practice CSV supplied with this course.
Workbook discipline
- Start each file with the lesson number.
- Never overwrite the only raw file.
- Use descriptive sheet and table names.
- Write assumptions and changes in a Notes sheet.
Review rhythm
- Show evidence after each group of lessons.
- Repeat one task without notes.
- Record one confusion and one improvement.
- Back up the whole course folder.
The full route
Twelve phases. One analyst.
The analyst’s loop
Repeat this until it becomes instinct.
The complete curriculum
Open one lesson. Do the work. Mark the evidence.
001Phase 1Meet the workbook
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Meet the workbook
Identify the ribbon, formula bar, Name Box, worksheets, rows, columns, cells and ranges.
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.
A saved workbook named Excel101_Day01.xlsx with the three correctly named sheets.
002Phase 1Navigate without fighting Excel
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Navigate without fighting Excel
Use Ctrl+Arrow, Ctrl+Home, Ctrl+End, Page Up/Down, sheet tabs and the Name Box.
Create a 20-row list, then reach its four edges using only keyboard shortcuts. Freeze the top row from View > Freeze Panes.
Demonstrate frozen headers and reach cell A1 without the mouse.
003Phase 1Enter and edit data correctly
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Enter and edit data correctly
Distinguish values, text, dates and formulas; edit with F2; undo, redo and clear contents.
Enter five products with dates, quantities and prices. Correct two deliberate mistakes using F2 and Undo/Redo.
A small dataset where dates are real dates and numbers are numeric.
004Phase 1Format meaning, not decoration
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Format meaning, not decoration
Apply number, currency, percentage and date formats without changing stored values.
Format Unit_Price as currency, Discount as percentage and Date as a readable date. Widen columns with AutoFit.
A readable table with no #### errors and consistent formats.
005Phase 1Select, copy and fill efficiently
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Select, copy and fill efficiently
Use Shift, Ctrl, fill handle, copy, paste and Paste Special.
Create dates 1–10 September with a fill series. Copy prices and use Paste Special > Values into a second area.
A ten-date sequence and a values-only copy.
006Phase 1Use relative references
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Use relative references
Understand why =B2C2 changes when copied down.
Create Quantity, Price and Revenue columns. In D2 type =B2
C2 and fill down ten rows.Ten correct revenue results produced from one copied formula.
007Phase 1Use absolute and mixed references
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Use absolute and mixed references
Lock a tax or exchange-rate cell with $ signs and recognise A$1 versus $A1.
Put tax rate 8% in H2. Calculate tax with =D2*$H$2 and total with =D2+E2.
Change H2 to 10%; every total must update automatically.
008Phase 1Organise a workbook
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Organise a workbook
Use clear sheet names, consistent headers, sensible colours and separate raw data from outputs.
Move raw entries to Raw_Data, calculations to Analysis and a one-number summary to Dashboard.
A workbook where inputs, calculations and outputs are visibly separated.
009Phase 1Save, share and protect work
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Save, share and protect work
Use file versions, descriptive names, workbook properties and simple sheet protection appropriately.
Save a new version as Excel101_v02.xlsx. Protect formula cells while leaving input cells editable.
A protected calculation sheet and a sensible versioned filename.
010Phase 1Foundation checkpoint
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Foundation checkpoint
Rebuild a small sales sheet without following a demonstration.
From a blank workbook, enter 15 sales rows, format them, calculate Revenue and Tax, freeze headers and save correctly.
Checkpoint: a clean, working workbook completed within 30 minutes.
011Phase 2Think in rows and columns
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Think in rows and columns
Apply the rule: one row per observation, one column per variable, one header row.
Repair a badly designed mini-sheet containing merged headers, blank rows and totals inside the data.
A rectangular dataset with one header row and no decorative interruptions.
012Phase 2Convert data to an Excel Table
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Convert data to an Excel Table
Use Ctrl+T, table names, filters, Total Row and automatic expansion.
Convert the practice sales range to a table and rename it Sales. Add one record beneath it.
A table named Sales that automatically includes the new row.
013Phase 2Use structured references
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Use structured references
Read and write formulas such as =[@Units][@Unit_Price].
Add Gross_Sales to Sales using =[@Units]
[@Unit_Price]. Add Net_Sales after discount.Both calculated columns fill automatically for every row.
014Phase 2Sort responsibly
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Sort responsibly
Perform single and multi-level sorts without separating rows.
Sort by Region A–Z, then Net_Sales largest to smallest. Restore original order using Order_ID.
A correctly sorted table and an explanation of why selecting one column alone is dangerous.
015Phase 2Filter to answer a question
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Filter to answer a question
Use text, number, date and colour filters; clear filters explicitly.
Show only South-region orders above MVR 1,000. Record the visible order count, then clear filters.
The filtered count plus the full table restored.
016Phase 2Find blanks, duplicates and errors
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Find blanks, duplicates and errors
Use Go To Special, Conditional Formatting and Remove Duplicates carefully.
Highlight duplicate Order_ID values and blank Region cells. Copy the data before removing any duplicates.
A cleaning log stating what was found, changed and retained.
017Phase 2Clean text
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Clean text
Use TRIM, CLEAN, UPPER, LOWER, PROPER and Find/Replace.
Clean inconsistent salesperson names and invisible spaces in a helper column using =PROPER(TRIM(CLEAN(cell))).
A before/after comparison with consistent names.
018Phase 2Split and combine text
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Split and combine text
Use Text to Columns, Flash Fill, TEXTJOIN and concatenation.
Split Full_Name into first and last name. Build a label combining Order_ID, Region and Product.
Separate names and a reusable human-readable order label.
019Phase 2Validate inputs
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Validate inputs
Create dropdowns and numeric/date rules with helpful messages.
Add a Region dropdown and restrict Customer_Rating to whole numbers 1–5. Test invalid input.
Two validation rules that reject bad entries and explain the expected value.
020Phase 2Cleaning checkpoint
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Cleaning checkpoint
Clean an intentionally messy dataset and document every decision.
Fix headers, types, blanks, spaces, duplicate IDs and inconsistent categories. Never silently invent missing values.
A Clean_Data sheet and a six-line cleaning log.
021Phase 3Formula anatomy
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Formula anatomy
Recognise =, function names, arguments, operators, precedence and nested expressions.
Evaluate =2+3*4 and =(2+3)*4. Explain the difference. Use Insert Function to inspect SUM.
Two results and a written explanation of calculation order.
022Phase 3SUM, AVERAGE, MIN and MAX
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SUM, AVERAGE, MIN and MAX
Summarise numeric columns and distinguish total from typical value.
Calculate total Net_Sales, average order value, smallest order and largest order.
Four labelled KPIs with correct formulas.
023Phase 3COUNT family
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COUNT family
Choose COUNT, COUNTA, COUNTBLANK and COUNTIF according to the question.
Count numeric sales, nonblank IDs, blank ratings and South-region orders.
Four counts and one sentence explaining why COUNT and COUNTA differ.
024Phase 3SUMIF and SUMIFS
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SUMIF and SUMIFS
Aggregate one or several criteria safely.
Calculate Net_Sales for North; then North sales for one category using SUMIFS.
Two criterion-based totals verified with a filter.
025Phase 3COUNTIF and COUNTIFS
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COUNTIF and COUNTIFS
Count records matching business conditions.
Count orders above MVR 1,000 and orders that are both South and rated 4 or 5.
Two counts whose criteria are written in plain English.
026Phase 3AVERAGEIF and AVERAGEIFS
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AVERAGEIF and AVERAGEIFS
Calculate conditional averages while checking sample size.
Find average order value by region and average rating for one product category.
A small regional comparison with order counts beside averages.
027Phase 3Dates are numbers
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Dates are numbers
Use TODAY, YEAR, MONTH, DAY, EOMONTH and date arithmetic.
Calculate order age in days, month label and month-end date from each sale date.
Three date-derived columns with real date values.
028Phase 3Text functions for analysis
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Text functions for analysis
Use LEFT, RIGHT, MID, LEN, FIND, SUBSTITUTE, TEXTBEFORE and TEXTAFTER when available.
Extract the numeric part of an Order_ID and split a code formatted Region-Category.
Clean extracted fields; document a fallback if TEXTBEFORE is unavailable.
029Phase 3Round and control precision
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Round and control precision
Use ROUND, ROUNDUP, ROUNDDOWN and understand displayed versus stored decimals.
Calculate commission at 3.75%, round payments to two decimals and compare with formatting only.
A demonstration showing why formatting is not the same as rounding.
030Phase 3Formula checkpoint
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Formula checkpoint
Build a reusable summary block from a question sheet.
Answer ten questions using SUMIFS, COUNTIFS, AVERAGEIFS, dates and text functions.
A checked answer sheet with formulas visible, not pasted results.
031Phase 4IF decisions
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IF decisions
Translate a plain-language rule into a logical test and two outcomes.
Classify orders as Target/Below Target using a threshold cell and an absolute reference.
A classification that changes when the threshold changes.
032Phase 4AND, OR and NOT
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AND, OR and NOT
Combine conditions without losing the business meaning.
Flag Priority when Net_Sales > 1500 AND Rating >= 4; flag Review when either value is missing.
Two flags tested against edge cases.
033Phase 4Nested IF versus IFS
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Nested IF versus IFS
Create ordered categories and prevent overlapping thresholds.
Classify sales as High, Medium or Low with IFS or nested IF. Test exact boundary values.
A category formula plus tests at every boundary.
034Phase 4Handle errors deliberately
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Handle errors deliberately
Use IFERROR only after understanding the original error.
Create a division that can produce #DIV/0!, diagnose it, then wrap a meaningful fallback.
An error-handling formula and a note describing the hidden original error.
035Phase 4XLOOKUP
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XLOOKUP
Retrieve matching values with exact match and a not-found result.
Create a Products table, then return Category and Unit_Price into Sales with XLOOKUP.
Two lookup columns and a deliberate unknown code returning “Not found”.
036Phase 4INDEX and MATCH
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INDEX and MATCH
Understand a flexible lookup pattern and why it still matters.
Rebuild one XLOOKUP result using INDEX(return_range,MATCH(value,lookup_range,0)).
Matching results from XLOOKUP and INDEX/MATCH.
037Phase 4Approximate lookups
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Approximate lookups
Use sorted thresholds for grades, commissions or bands.
Build a rating-band table and classify scores with approximate XLOOKUP or VLOOKUP.
Correct results at, below and above every threshold.
038Phase 4Dynamic arrays
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Dynamic arrays
Use FILTER, SORT and UNIQUE and understand spill ranges.
Return a sorted unique product list and a live table of orders above a selected threshold.
Two spilling formulas with space left for their results.
039Phase 4LET for readable formulas
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LET for readable formulas
Name intermediate calculations inside a formula.
Rewrite a repeated revenue-and-tax formula with LET and meaningful variable names.
A shorter formula whose output matches the original.
040Phase 4Logic and lookup checkpoint
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Logic and lookup checkpoint
Join two tables and create management flags.
From Sales and Products, retrieve category and cost, calculate margin, flag low-margin orders and list them with FILTER.
A live exception report with no copied values.
041Phase 5Mean, median and mode
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Mean, median and mode
Choose a measure of centre based on distribution and purpose.
Calculate mean and median Net_Sales. Add one extreme value and observe which measure changes more.
A two-sentence interpretation of the outlier effect.
042Phase 5Range, variance and standard deviation
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Range, variance and standard deviation
Measure spread and distinguish sample from population functions.
Calculate range, VAR.S and STDEV.S for order values by region.
A comparison identifying the region with more variable orders.
043Phase 5Quartiles and percentiles
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Quartiles and percentiles
Locate values within a distribution.
Calculate Q1, median, Q3 and the 90th percentile of Net_Sales.
A five-number summary and one interpretation of the 90th percentile.
044Phase 5Outliers with IQR
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Outliers with IQR
Apply a transparent rule instead of deleting unusual values automatically.
Compute IQR, lower fence and upper fence; flag values outside the fences.
An outlier flag plus a decision log: investigate, retain or correct.
045Phase 5Frequency distributions
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Frequency distributions
Create bins, FREQUENCY results and a histogram.
Group order values into sensible bands and chart the distribution.
A labelled histogram with non-overlapping bins.
046Phase 5Weighted averages
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Weighted averages
Avoid averaging averages when groups have different sizes.
Calculate weighted average price using SUMPRODUCT(price,units)/SUM(units).
Weighted and unweighted averages with an explanation of the difference.
047Phase 5Correlation
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Correlation
Measure linear association and avoid claiming causation.
Use CORREL on Discount and Units, then create a scatterplot.
A coefficient, scatterplot and cautious one-sentence interpretation.
048Phase 5Sampling and bias
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Sampling and bias
Understand population, sample, selection bias and missingness.
Take every fifth row as a systematic sample and compare its mean with the full data.
A comparison and two potential sources of bias.
049Phase 5Confidence and uncertainty
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Confidence and uncertainty
Explain why estimates vary and compute a simple confidence interval.
Calculate mean, standard error and a 95% interval using CONFIDENCE.T or a t-based approach.
An interval stated in words, not as certainty about every individual value.
050Phase 5Statistics checkpoint
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Statistics checkpoint
Write a one-page descriptive analysis without causal language.
Summarise centre, spread, outliers, distribution and one relationship in the practice sales data.
A one-page memo with five statistics and two charts.
051Phase 6PivotTable foundations
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PivotTable foundations
Create a PivotTable from an Excel Table and understand fields.
Insert a PivotTable from Sales. Put Region in Rows and Net_Sales in Values.
A regional sales summary that refreshes after adding a row.
052Phase 6Change aggregation
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Change aggregation
Switch Sum, Count, Average and percentage calculations intentionally.
Show order count, average order value and total sales together.
A PivotTable with three correctly named value fields.
053Phase 6Group dates
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Group dates
Group dates into months, quarters and years where supported.
Create monthly sales totals and expand/collapse the hierarchy.
A monthly trend table with valid dates in the source.
054Phase 6Group numbers
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Group numbers
Create useful bands while retaining detail.
Group Net_Sales into value ranges and count orders per band.
A distribution table with understandable interval widths.
055Phase 6PivotTable filters
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PivotTable filters
Use report filters, label filters and value filters.
Show the top five products by Net_Sales within one selected region.
A filtered top-five analysis and a cleared-filter screenshot.
056Phase 6Slicers
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Slicers
Add visual filters and connect them to the right PivotTables.
Add Region and Category slicers; format them compactly.
Two working slicers with clear selected states.
057Phase 6Calculated fields and measures
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Calculated fields and measures
Know when a source calculation, calculated field or measure is appropriate.
Compare sum of row-level margin with a ratio calculated from totals. Explain why they may differ.
A documented choice of the valid margin calculation.
058Phase 6Show values as
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Show values as
Use % of total, running total, rank and difference from.
Show each region’s share of sales and monthly running total.
A percentage share and running total with correct base fields.
059Phase 6PivotCharts
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PivotCharts
Link a chart to a PivotTable without clutter.
Create a PivotChart of monthly sales and control it with a slicer.
An interactive chart with field buttons hidden where appropriate.
060Phase 6Pivot checkpoint
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Pivot checkpoint
Answer five new questions without writing worksheet formulas.
Build a compact PivotTable report answering who, what, where, when and how much.
One sheet containing three pivots, two slicers and written findings.
061Phase 7Choose the right chart
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Choose the right chart
Match comparison, trend, distribution, relationship and composition to chart types.
For five questions, select a bar, line, histogram, scatter or carefully justified composition chart.
A chart-choice table explaining why each type fits.
062Phase 7Build a clean bar chart
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Build a clean bar chart
Sort values, use direct labels and remove nonessential ink.
Chart regional sales from largest to smallest with one highlight colour.
A readable bar chart that needs no legend.
063Phase 7Build a truthful line chart
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Build a truthful line chart
Use continuous time, sensible axis intervals and zero only when context requires it.
Chart monthly sales, annotate the highest and lowest months.
A line chart with date axis and two useful annotations.
064Phase 7Scatterplots and trendlines
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Scatterplots and trendlines
Plot two numeric variables and inspect form, direction and strength.
Plot Discount against Units; add a linear trendline and display R².
A scatterplot plus an interpretation that does not claim causation.
065Phase 7Conditional formatting
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Conditional formatting
Use colour scales, data bars and formula rules to direct attention.
Highlight low margin and high-value orders with two restrained rules.
A table where colour communicates exceptions, not decoration.
066Phase 7KPI design
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KPI design
Define a metric, comparison and target before drawing a card.
Create Total Sales, Average Order Value, Orders and Target Attainment KPIs.
Four cards with units, comparison periods and no misleading precision.
067Phase 7Dashboard layout
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Dashboard layout
Apply a visual hierarchy: questions, KPIs, trends, breakdowns and filters.
Sketch the dashboard on paper, then create aligned sections in Excel.
A one-screen wireframe with no merged cells in the data layer.
068Phase 7Interactive dashboard
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Interactive dashboard
Connect slicers and timelines; test all combinations.
Build a dashboard with KPIs, monthly trend, regional bars and two slicers.
A dashboard that updates consistently under every filter.
069Phase 7Accessibility and printing
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Accessibility and printing
Use meaningful titles, sufficient contrast, alt text, focus order and print settings.
Add chart alt text, verify greyscale readability and set one-page landscape print area.
A PDF preview that remains understandable without colour.
070Phase 7Dashboard checkpoint
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Dashboard checkpoint
Present a dashboard as an argument, not decoration.
Give a five-minute walkthrough: question, evidence, insight, caveat, action.
A finished dashboard and a one-page presenter script.
071Phase 8Power Query orientation
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Power Query orientation
Understand connect, transform, combine and load—the ETL workflow.
Open Data > Get Data, import the practice CSV and inspect the Power Query Editor.
A query named Sales_Raw with no manual edits to source data.
072Phase 8Data types in Power Query
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Data types in Power Query
Assign text, whole number, decimal, date and percentage types deliberately.
Correct every column type and identify any conversion errors.
A typed query with zero unexplained errors.
073Phase 8Remove and keep rows/columns
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Remove and keep rows/columns
Filter early and retain only analysis-relevant fields.
Remove blank rows, exclude test orders and keep required columns.
Three Applied Steps with descriptive names.
074Phase 8Transform text and numbers
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Transform text and numbers
Trim, clean, split, replace and standardise using repeatable steps.
Standardise Region and Category, split a compound code and round a numeric field.
A refreshable transformation with no helper columns in the source.
075Phase 8Add conditional and custom columns
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Add conditional and custom columns
Create derived fields in Power Query and inspect generated M.
Add Revenue and a Value_Band conditional column.
Two correctly typed derived columns.
076Phase 8Group and aggregate
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Group and aggregate
Summarise rows by dimensions before loading.
Group by Region and Category; calculate total sales, order count and average rating.
A summary query with meaningful output column names.
077Phase 8Merge queries
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Merge queries
Join tables using keys and validate match quality.
Merge Sales with Products by Product_ID using a left outer join. Inspect unmatched rows.
An expanded merge and a count of unmatched keys.
078Phase 8Append queries
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Append queries
Stack files with identical structures and preserve source context.
Create January and February extracts, append them, and add a Source_Month field.
One combined table with correct row count.
079Phase 8Parameters and refresh
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Parameters and refresh
Separate changing inputs from transformation logic.
Create a folder or path parameter where available, change the source and refresh.
A query that updates without repeating cleaning steps.
080Phase 8Power Query checkpoint
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Power Query checkpoint
Build a raw-to-clean pipeline and document it.
Import two files, standardise types, append, merge a lookup and load a final table.
A refreshable output plus a diagram of query dependencies.
081Phase 9Frame an analytical question
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Frame an analytical question
Convert vague requests into metric, population, period, comparison and decision.
Rewrite “How are sales?” into five answerable questions.
A question sheet with decisions each answer could support.
082Phase 9Build a data dictionary
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Build a data dictionary
Define every field, type, unit, allowed values, owner and caveat.
Create a dictionary for the Sales dataset and mark derived fields.
A Data_Dictionary sheet covering every column.
083Phase 9Exploratory data analysis
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Exploratory data analysis
Follow structure → quality → distribution → relationships → segments → time.
Create an EDA checklist and record findings before making recommendations.
A findings log separating observations from explanations.
084Phase 9What-if analysis
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What-if analysis
Use Goal Seek, Scenario Manager or Data Tables for controlled assumptions.
Use Goal Seek to find units required to meet a revenue target; test three discount scenarios.
A scenario table with assumptions clearly separated from results.
085Phase 9Forecasting basics
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Forecasting basics
Separate trend, seasonality and noise; evaluate rather than trust a forecast.
Create a forecast sheet or FORECAST.ETS where suitable and hold back recent periods for checking.
A forecast chart with assumptions and an error measure.
086Phase 9Regression with ToolPak
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Regression with ToolPak
Use regression for association and prediction while checking assumptions.
Enable Analysis ToolPak, regress Units on Discount and Price, then inspect coefficients and R².
A short interpretation including limitations and no causal claim.
087Phase 9Segmentation
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Segmentation
Create useful groups based on behaviour rather than arbitrary labels.
Segment products by sales and margin into four action groups.
A segment matrix and one action for each group.
088Phase 9Pareto analysis
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Pareto analysis
Identify whether a minority of items drives most outcomes.
Sort products by sales, calculate cumulative percentage and build a Pareto chart.
A chart identifying the approximate contribution of top products.
089Phase 9Quality assurance
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Quality assurance
Reconcile totals, test formulas, trace precedents and build control checks.
Add row-count, total, duplicate-key and missing-value controls to the workbook.
A visible QA panel where all expected checks pass.
090Phase 9Write insights
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Write insights
Use the structure: finding → evidence → meaning → action → caveat.
Convert five chart descriptions into decision-ready insight statements.
Five concise insights with numbers and cautious language.
091Phase 10Data Model foundations
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Data Model foundations
Understand why multiple related tables are better than one giant flattened sheet.
Add Sales and Products to Excel’s Data Model and identify the one-to-many relationship.
A relationship diagram with unique Product_ID values on the one side.
092Phase 10Fact and dimension tables
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Fact and dimension tables
Distinguish events from descriptive lookup tables and define grain.
Classify Sales as a fact table and Products, Calendar and Regions as dimensions. Write the grain of each.
A model inventory stating one row represents what in every table.
093Phase 10Create a Calendar table
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Create a Calendar table
Build a continuous date dimension for reliable time analysis.
Create or import a Calendar table with Date, Year, Quarter, Month and Month_Number; relate it to Sales.
A sorted calendar hierarchy connected by Date.
094Phase 10Power Pivot interface
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Power Pivot interface
Navigate Diagram View, Data View, calculation area and relationships.
Enable Power Pivot where supported, inspect the model and hide technical keys from client tools.
A clean model with only useful reporting fields visible.
095Phase 10Calculated columns versus measures
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Calculated columns versus measures
Choose row-level stored calculations or context-dependent aggregations.
Create one calculated column and one measure; compare when each is evaluated and stored.
A short decision table explaining which should be used for three scenarios.
096Phase 10First DAX measures
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First DAX measures
Write explicit measures with SUM, COUNTROWS, DISTINCTCOUNT and DIVIDE.
Create Total Sales, Orders, Customers and Average Order Value measures.
Four formatted measures whose totals reconcile to worksheet calculations.
097Phase 10Filter context
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Filter context
Understand how PivotTable rows, columns, filters and slicers change a measure.
Place Total Sales by Region and Category; apply slicers and explain why the measure changes.
A written explanation of filter context using one selected cell.
098Phase 10CALCULATE
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CALCULATE
Modify filter context intentionally with CALCULATE.
Create sales for one category and sales excluding one region; compare with the unfiltered total.
Two CALCULATE measures with plain-language definitions.
099Phase 10Time intelligence
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Time intelligence
Use the Calendar table for year-to-date and prior-period comparisons.
Create Sales YTD, Previous Month Sales and Month-over-Month Change where the data supports it.
A monthly PivotTable with validated period comparisons.
100Phase 10Data Model checkpoint
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Data Model checkpoint
Build and document a small star schema.
Load at least three tables, create relationships, define six measures and build one PivotTable.
A model diagram, measure dictionary and reconciliation sheet.
101Phase 11Workbook performance
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Workbook performance
Reduce volatile formulas, excessive formatting, full-column calculations and duplicated work.
Inspect a slow workbook, identify three performance risks and replace at least two.
Before/after file size or recalculation notes.
102Phase 11Formula auditing and debugging
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Formula auditing and debugging
Use Trace Precedents, Trace Dependents, Evaluate Formula and Watch Window.
Diagnose three planted errors: wrong range, hard-coded constant and inconsistent copied formula.
A debugging log showing symptom, cause, fix and prevention.
103Phase 11Reusable design
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Reusable design
Apply named ranges, tables, templates and documented input/output conventions.
Turn one analysis workbook into a reusable template with highlighted inputs and protected calculations.
A blank reusable template plus instructions.
104Phase 11Collaboration and comments
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Collaboration and comments
Use comments, notes, co-authoring and change discipline without creating conflicting truths.
Review a workbook with another person, resolve three comments and record decisions.
A reviewed workbook and decision log.
105Phase 11Data privacy and ethics
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Data privacy and ethics
Minimise personal data, control access, anonymise outputs and avoid harmful inference.
Audit the practice workbook as if it contained employee data; remove or mask unnecessary identifiers.
A privacy checklist and a safe sharing copy.
106Phase 11Automation without fragility
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Automation without fragility
Recognise when refresh, Office Scripts, VBA or Power Automate may help—and when not to automate.
Write a step-by-step specification for one repeated task, then automate only a safe portion if available.
An automation brief with trigger, inputs, outputs, errors and manual fallback.
107Phase 11Analyze Data and AI assistance
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Analyze Data and AI assistance
Use natural-language analysis as a hypothesis generator, then verify every output.
Ask Analyze Data three questions. Recreate one answer manually and compare filters and aggregation.
A verification table: AI answer, manual answer, match, caveat.
108Phase 11Reproducible reporting
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Reproducible reporting
Create a refresh checklist, last-refresh stamp, source register and output version.
Prepare a monthly report so another person can refresh it from new files.
A handover test completed by someone other than the author.
109Phase 11Portfolio storytelling
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Portfolio storytelling
Show problem, process, evidence, decision and impact without exposing confidential data.
Create a case-study page using screenshots or anonymised outputs from one course project.
A portfolio draft understandable in two minutes.
110Phase 11Professional practice checkpoint
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Professional practice checkpoint
Simulate a real analyst handover under time pressure.
Receive a new CSV, clean it, update the model, refresh the dashboard, check controls and brief the teacher.
A timed delivery package with workbook, QA note and three-minute briefing.
111Phase 12Analysis checkpoint
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Analysis checkpoint
Answer a management question end-to-end.
Choose a real question, clean data, analyse it, visualise results and recommend one action.
A two-page analysis brief reviewed by another person.
112Phase 12Choose the capstone question
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Choose the capstone question
Select a decision-relevant problem small enough to finish.
Write the stakeholder, decision, five questions, success criteria and exclusions.
An approved one-page project brief.
113Phase 12Plan the workbook
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Plan the workbook
Design sheets, table names, keys, calculations and outputs before building.
Draw the workbook architecture from Raw to Clean to Model to Analysis to Dashboard.
A workbook blueprint and file-naming plan.
114Phase 12Acquire and document data
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Acquire and document data
Collect permitted data and preserve an untouched source.
Import at least two related tables; record source, date, owner and limitations.
Raw data files plus a source register.
115Phase 12Clean reproducibly
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Clean reproducibly
Use Power Query or documented steps, never unexplained manual overwrites.
Profile types, blanks, duplicates, invalid values and keys; create clean outputs.
A refreshable clean dataset and cleaning log.
116Phase 12Model and calculate
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Model and calculate
Create relationships or lookups and define trusted measures.
Build a star-like model where appropriate and document KPI formulas.
A model sheet with validated totals.
117Phase 12Explore before explaining
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Explore before explaining
Run descriptive analysis, segments, time patterns and exceptions.
Produce an EDA page containing distributions, trends and top/bottom cases.
An EDA page with at least five observations and no recommendations yet.
118Phase 12Build the analytical argument
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Build the analytical argument
Select only evidence that answers the project questions.
Create final tables and charts; remove anything interesting but irrelevant.
A storyboard linking each question to one finding and one visual.
119Phase 12Build the dashboard
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Build the dashboard
Create a one-screen interactive decision view.
Add KPI cards, trend, comparison, breakdown and filters; test all states.
A functional dashboard with a visible last-refresh date.
120Phase 12Audit and peer review
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Audit and peer review
Test data, formulas, usability, accessibility and interpretation.
Use the QA checklist; ask your teacher/friend to find three weaknesses; repair them.
A signed-off QA sheet and change log.
121Phase 12Present and defend
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Present and defend
Explain the decision, evidence, uncertainty and next action in ten minutes.
Deliver the presentation, answer questions, then write what you would improve.
Final workbook, five-slide or one-page briefing, and a 300-word reflection.
No lesson matches that search and phase.
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.
How to assess the learner
Grade the thinking—not the prettiness.
Accuracy
Numbers reconcile; formulas are correct; types, keys and assumptions are valid.
Reproducibility
Another person can refresh or repeat the work without mystery steps.
Interpretation
Findings answer the question, quantify evidence and acknowledge uncertainty.
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 · LINESTOfficial 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.