Skills/Excel for work/Roadmap

1. Level 1: Basic

   8 modules · 27 topics

   1. Module 1: Architecture & Navigation

      • Workbook architecture/grid/Ribbon/Formula Bar
      • Files/formats/directory hygiene
      • Range navigation/selection
      • Rows/columns
      • Worksheets

   2. Module 2: Data Entry & Layout

      • Identifier corruption/leading zeros/scientific notation/15-digit precision
      • Enter/edit text, numbers, dates
      • AutoFill/custom series/Flash Fill
      • Freeze Panes/split
      • Wrap Text/Center Across Selection

   3. Module 3: Presentation & Print

      • Number formats/underlying precision
      • Fonts/gridlines/borders/fills
      • Format Painter/Cell Styles/Themes
      • Page setup/print titles/scaling/page breaks/PDF

   4. Module 4: Formula Syntax & Math (Basic)

      • Arithmetic formulas/operators/BODMAS
      • Relative/absolute/mixed references
      • Formula errors/auditing

   5. Module 5: Standard Summary

      • SUM/AVERAGE/MIN/MAX/COUNT/COUNTA/AutoSum
      • ROUND/ROUNDUP/ROUNDDOWN/LARGE/SMALL

   6. Module 6: Tables & Navigation

      • Tables/structured refs/calculated columns/dynamic expansion/Total Rows
      • Sorting
      • Filtering
      • Duplicates/composite keys
      • Find/Replace/Go To Special

   7. Module 7: Data Validation & Integrity (Basic)

      • Validation/dropdowns/constraints/error alerts
      • Sheet protection/formula locks

   8. Module 8: Conditional Formatting (Basic)

      • Standard rules (conditional formatting)

   After this level you canDraft — being reviewed

   • Navigate the workbook, ribbon, ranges, rows, columns and worksheets confidently
   • Enter IDs, dates and numbers without Excel corrupting them, using AutoFill and Flash Fill
   • Format a sheet and set up page layout to print or save it as a PDF
   • Write formulas with correct relative, absolute and mixed references and trace errors
   • Summarise data with SUM, AVERAGE, COUNT, LARGE, SMALL and ROUND functions
   • Build an Excel Table, then sort, filter and remove duplicates from it

2. Level 2: Intermediate

   10 modules · 24 topics

   1. Module 9: Formula Syntax & Math (Intermediate)

      • Name Manager/defined names
      • 3D cross-sheet/workbook links

   2. Module 10: Data Validation & Integrity (Intermediate)

      • Dynamic/dependent dropdowns
      • Workbook protection/hiding/co-authoring

   3. Module 11: Conditional Formatting (Intermediate)

      • Rule hierarchy/custom formula rules
      • Operational audit/deadlines/errors

   4. Module 12: Logical & Conditional Aggregation

      • IF/AND/OR/IFS
      • IFERROR/IFNA
      • SUMIFS/COUNTIFS/AVERAGEIFS

   5. Module 13: Lookup

      • VLOOKUP + vulnerabilities
      • INDEX/MATCH
      • XLOOKUP
      • XLOOKUP vs INDEX/MATCH vs VLOOKUP

   6. Module 14: Text

      • LEFT/RIGHT/MID/LEN/FIND/TRIM/CLEAN
      • TEXTJOIN/CONCAT/SUBSTITUTE/Text to Columns

   7. Module 15: Date & Time

      • DATE/EOMONTH/DATEDIF/NETWORKDAYS
      • Imported text dates/parsing

   8. Module 16: PivotTables

      • Build/configure/value aggregation/% display
      • Grouping/Slicers/Timelines/Calculated Fields
      • Pivot cache/format/source expansion troubleshooting

   9. Module 17: Business Charting

      • Professional business charts
      • PivotCharts + Slicers/Timelines

   10. Module 18: Workplace Reporting/Reconciliation

       • Reconcile datasets
       • Monthly rolling reports/exception trackers/control totals

   After this level you canDraft — being reviewed

   • Link cells across sheets and workbooks and use defined names
   • Build dependent dropdowns and protect or hide parts of a workbook
   • Write IF, IFS, IFERROR, SUMIFS and COUNTIFS formulas for conditional totals
   • Look up data with VLOOKUP, INDEX/MATCH and XLOOKUP and choose between them
   • Clean text and dates using LEFT, MID, TRIM, TEXTJOIN, DATEDIF and Text to Columns
   • Build PivotTables with grouping, slicers and timelines, and fix common pivot problems

3. Level 3: Advanced

   8 modules · 22 topics

   1. Module 19: Dynamic Arrays

      • FILTER/SORT/SORTBY/UNIQUE/SEQUENCE/spill
      • LET optimization
      • LAMBDA reusable formulas (G6 only)

   2. Module 20: Power Query Foundations

      • Ingest/clean/transform CSV/Excel
      • Append/Merge/query loading

   3. Module 21: Advanced Power Query

      • Combine monthly files from folder
      • Unpivot/normalize headers
      • Grouping/custom M/parameters/error handling (G7 only)

   4. Module 22: Business Analytics

      • Distributions/percentiles/quartiles/outliers
      • MoM/YoY/moving averages/run rates
      • Pareto/contribution concentration

   5. Module 23: Finance & Accounting

      • GL/trial balance/chart-of-accounts mapping
      • AR/AP aging + BRS
      • PMT/IPMT/PPMT

   6. Module 24: Financial Modeling

      • FAST assumption-driven model/error checks/sensitivity
      • NPV/XNPV/IRR/XIRR
      • Goal Seek/Solver

   7. Module 25: MIS Dashboard

      • 3-tier dashboard model/KPI cards
      • Interactive dashboard/linked slicers/dynamic labels/view protection

   8. Module 26: Automation/VBA

      • Formulas vs Power Query vs VBA decision
      • Record/secure/inspect/clean VBA macros
      • Range/If/Then/button triggers

   After this level you canDraft — being reviewed

   • Use FILTER, SORT, UNIQUE, SEQUENCE, LET and LAMBDA to build dynamic array formulas
   • Clean, append and merge CSV and Excel data with Power Query
   • Combine monthly files from a folder and unpivot messy data in Power Query
   • Analyse data with percentiles, outliers, MoM and YoY changes and Pareto charts
   • Prepare trial balance mapping, AR/AP ageing, a bank reconciliation and loan payments in Excel
   • Build an assumption-driven financial model using NPV, IRR, Goal Seek and Solver

Every topic is one free video lesson with key points and practice. Learn at your own pace; no level has a deadline.