# Learn  _Excel_

A comprehensive subject for finance and consulting professionals who run their work in Excel. Twenty‑nine courses and projects across nine tracks, from data manipulation and formulas through to financial modelling, valuation, Power Pivot and advanced DAX. Beginner to Advanced.

## Curriculum

- **29 courses & projects**  
- **Total Learning** ~58 hours  
- **Level** Beginner to Advanced  
- **Credits** 48.5 CPE/CPD

1M+ learners trained, 4.7/5 average G2 rating, 80% course completion rate.

## Why Excel?

### The spreadsheet that runs every finance and consulting workflow.

Every finance and consulting team lives in Excel. The gap between an analyst who's functional and one who's fast is mostly fluency: formulas, lookups, pivot tables, modelling and the Power Pivot stack. This subject takes a complete beginner through to advanced Power Pivot and DAX, with eight applied workplace projects to lock each level in.

### Beginner to advanced in one subject

Open Excel for the first time in week one. Run advanced DAX in Power Pivot by the end. Skip ahead, jump in mid‑subject, or run it all top to bottom.

### Eight projects, not just lectures

Workplace cases on retail expansion, sales compensation, infrastructure investment, real estate valuation and more. Skills practised on the kind of problems Excel actually shows up to solve.

### A finance, modelling and valuation stack

Three dedicated tracks for finance teams: Modelling for Business, Investment Valuation and Simulation in Excel. Excel taken into the work that actually pays the bills.

### Credentials that stand up

Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.

## Learning Outcomes

### What learners will be able to do by the end of the program.

Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical skills they can apply on the next client engagement, deal review or board pack.

#### Manipulate, format and navigate Excel like a pro

Insert, edit, sort and shape data quickly. The everyday handling skills that take an analyst from clumsy to fast in their first week.

### Master formulas, functions and finance functions

Excel's arithmetic, logical and finance functions, plus how to write, manipulate and audit your own formulas. From SUM to IRR and NPV.

### Run pivot tables, lookups and statistical analysis

The data analysis toolkit every analyst reaches for. Lookup functions for big datasets, pivot tables for fast slicing, and the statistics that turn raw numbers into insight.

### Build charts and dashboards that get used

Create, format and edit charts that look professional and read clearly. Then assemble them into a sales dashboard from scratch.

### Build models for business, valuation and simulation

Pricing models, forward‑looking models with scenario analysis, full valuation models for real estate and companies, plus Monte Carlo simulation for the questions where uncertainty matters.

### Go advanced with Macros, Power Pivot and DAX

Automate repetitive tasks with Macros, build a data model in Power Pivot, and analyse it with DAX from essential functions through to advanced time intelligence and filtering.

## The Curriculum

### Twenty‑nine courses and projects, across nine tracks.

The Excel subject is built as nine tracks. Beginner essentials through advanced Power Pivot and DAX, with eight workplace projects threaded through and a dedicated finance, modelling and valuation stack. Pick a single track or run the full subject end to end.

### Track 01 · 6 items
#### Excel Essentials

The starting point. Data handling, formulas and the finance function library every Excel user needs in their first week.

1. **Data Manipulation and Formatting**  
   Insert, edit, delete and sort data with confidence. Lightning‑fast navigation and the everyday handling skills that set every Excel user up for productive work.  
   **2.5 hours**  
   **2.0 CPE/CPD**

2. **Formulas and Functions**  
   Excel's most useful arithmetic and logical functions, plus how to write, manipulate and audit your own formulas. The heart of every Excel workflow.  
   **3.5 hours**  
   **3.0 CPE/CPD**

3. **Finance Functions**  
   Excel for finance professionals evaluating investment returns. Internal Rate of Return, Net Present Value and the other finance functions every analyst leans on.  
   **1 hour**  
   **1.0 CPE/CPD**

4. **Identify high‑yield locations for retail outlets**  
   A workplace project. Help a retailer expanding its operations identify the optimal locations for new stores using Excel.  
   **1.5 hours**  
   **1.5 CPE/CPD**

5. **Text, Time, and Dates**  
   Excel's full toolkit for text, time and dates. Clean and manipulate text entries, then run a time‑series analysis on a startup's dataset.  
   **2.5 hours**  
   **2.0 CPE/CPD**

6. **Optimize company revenue with cost analysis**  
   A workplace project. Help a fast‑growing catering startup analyse cost trends and pinpoint the spending that actually boosts revenue.  
   **1.5 hours**  
   **1.5 CPE/CPD**

### Track 02 · 6 items
#### Data Analysis

The analysis toolkit Excel was built for. Lookups, pivot tables and a first cut at statistics, with three workplace projects that put it all to use.

1. **Lookups and Database Functions**  
   Find records in large datasets fast. Lookup functions, dropdown lists, search panels and the database moves every analyst leans on.  
   **2.5 hours**  
   **2.0 CPE/CPD**

2. **Pivot Tables**  
   Pivot Tables let you search, filter and sort data at speed. The single most useful data analysis tool in Excel.  
   **2.5 hours**  
   **2.0 CPE/CPD**

3. **Boost productivity by optimizing compensation**  
   A workplace project. Help a solar panel manufacturer redesign sales compensation so the team performs.  
   **1.5 hours**  
   **1.5 CPE/CPD**

4. **Use data effectively with organized spreadsheets**  
   A workplace project. Help a clothing retailer build sheets that surface the revenue and profit insights they're missing.  
   **1.5 hours**  
   **1.5 CPE/CPD**

5. **Control costs with frequently changing data**  
   A workplace project. Help a trucking company build Excel models that adapt as data changes, keeping costs under control.  
   **1.5 hours**  
   **1.5 CPE/CPD**

6. **Introducing Statistics**  
   Simple statistics that increase your understanding of business performance. Easier than they look, and immediately useful.  
   **1.5 hours**  
   **1.0 CPE/CPD**

### Track 03 · 2 items
#### Charts and Dashboards

Visualise the analysis. Charts that read clearly and dashboards that summarise the story.

1. **Charts in Depth**  
   Creating charts is one of the most common tasks in Excel. Learn how to create, format and edit charts so they look professional and read clearly.  
   **1.5 hours**  
   **1.0 CPE/CPD**

2. **Build Your First Dashboard**  
   Dashboards are the popular tool for summarising data and surfacing insight. Build a sales dashboard from scratch in Excel.  
   **2 hours**  
   **1.5 CPE/CPD**

### Track 04 · 3 items
#### Modeling for Business

Build the model. From a first pricing model to forward‑looking decision trees and a workplace project on infrastructure investment.

1. **Build Your First Model**  
   An introductory modelling course. Build a pricing model from scratch, helping case‑study airline Zippy Airways maximise profitability.  
   **2.5 hours**  
   **2.0 CPE/CPD**

2. **Forward‑Looking Models**  
   SupraChem has a high‑risk technology project that needs investment. Build a forward‑looking model with decision trees and scenario analysis to support the call.  
   **2.5 hours**  
   **2.0 CPE/CPD**

3. **Analyze the commercial viability of an airport**  
   A workplace project. Help a local government analyse a major infrastructure project. Build a cash‑flow model with risks factored in, then make the recommendation.  
   **1.5 hours**  
   **1.5 CPE/CPD**

### Track 05 · 3 items
#### Investment Valuation

Value the investment. Theory through to a full real‑estate valuation model, plus an applied case on valuing a stake in a private company.

1. **Introduction to Valuation**  
   Valuing investments can be daunting at first. Learn the basic theory and build simple Excel valuation models from the ground up.  
   **2.5 hours**  
   **2.0 CPE/CPD**

2. **Valuing a Real Estate Investment**  
   Build your first full valuation model from scratch. The case: a downtown three‑bedroom apartment that's just come up for sale.  
   **2 hours**  
   **1.5 CPE/CPD**

3. **Value an investment in a company with a model**  
   A workplace project. Help a small business investor evaluate a stake in a private company by building a five‑to‑seven‑year revenue and cost model.  
   **1.5 hours**  
   **1.5 CPE/CPD**

### Track 06 · 1 item
#### Macros and VBA

Automate the repetitive. Macros that save time, no programming background required.

1. **Introduction to Excel Macros**  
   Macros automate tasks in Excel and save serious time, particularly with formatting. No programming background required to build them.  
   **1.5 hours**  
   **1.0 CPE/CPD**

### Track 07 · 3 items
#### Power Pivot and Power Query Essentials

Excel's data‑model layer. Power Pivot, Power Query and the visualisations they unlock.

1. **Introducing Power Pivot**  
   Power Pivot is Excel's data modelling tool. Learn the data model, then build Pivot Tables and Pivot Charts on top of it.  
   **2 hours**  
   **2.0 CPE/CPD**

2. **Developing and Visualizing Your Data Model**  
   Go further with Power Pivot. Date tables, hierarchies, Power Maps and the visualisation options that go beyond plain Pivot Tables.  
   **2 hours**  
   **1.5 CPE/CPD**

3. **Power Query**  
   Power Query (or Get and Transform in Excel 2016) imports data from a range of sources and reshapes awkwardly formatted data ready for analysis.  
   **2 hours**  
   **1.5 CPE/CPD**

### Track 08 · 4 items
#### DAX in Power Pivot

The Power Pivot formula language. Essential functions through advanced time intelligence and applied business cases, ending with a workplace project.

1. **Essential DAX Functions and Concepts**  
   DAX is Power Pivot's formula language, with strong overlap to Excel formulas. Start with the essential functions and the building blocks of every analysis.  
   **2 hours**  
   **1.5 CPE/CPD**

2. **Advanced DAX Functions and Concepts**  
   The harder areas of DAX. Time intelligence, contexts, filtering and the underlying concepts that take a learner from intermediate to comprehensive.  
   **2.5 hours**  
   **2.0 CPE/CPD**

3. **Practical Applications of DAX**  
   DAX out in the wild. Common business applications that show how Power Pivot and DAX let you build more insightful charts and tables without leaving Excel.  
   **2.5 hours**  
   **2.0 CPE/CPD**

4. **Reduce an internet provider's customer complaints**  
   A workplace project. Help an internet service provider clean its customer data, build a solid model and use it to fix a poor service experience.  
   **1.5 hours**  
   **1.5 CPE/CPD**

### Track 09 · 1 item
#### Simulation in Excel

Run the numbers many times over. Monte Carlo simulation built directly in Excel.

1. **Monte Carlo Simulation**  
   Monte Carlo simulation surfaces possible and probable outcomes by simulating a process many times over. Learn to build these simulations directly in Excel.  
   **2.5 hours**  
   **2.0 CPE/CPD**

## 29 Courses & Projects
- **~58h Total Learning**  
- **48.5 CPE / CPD Credits**  
- **100% Self‑paced**

Excel sits inside Kubicle's wider library, alongside subjects on Power BI, Tableau, SQL, Visualization Fundamentals, Data Literacy, AI, financial modelling and project management. The most common starting point for finance and consulting teams getting their data work on a solid footing.