Excel & Data Skills for the Office
Turn raw data into a reporting workbook your team can rely on.
Your Readiness Proof
A reporting workbook built on your own (or supplied) data, with lookups, pivot tables and a one-page dashboard, reviewed twice by a mentor.
Who this is for
- Administrative, finance and operations staff
- People applying for office roles
- Anyone who copies and pastes the same report every week
Better to start elsewhere
- People who already build dashboards — see Data Literacy & Dashboards
What you will be able to do
- Clean and structure messy data
- Use lookups and conditional formulas with confidence
- Summarise data with pivot tables
- Build a clear one-page dashboard
Modules and lessons
1Structuring data properly
3 lessons
- Tables and data types
- Validation
- Common mistakes
2Formulas that do the work
3 lessons
- IF and nested logic
- Text and date functions
- Error handling
3Lookups and joins
3 lessons
- XLOOKUP and INDEX/MATCH
- Combining sheets
- Power Query intro
4Pivot tables
3 lessons
- Building pivots
- Grouping
- Calculated fields
5Charts and dashboards
3 lessons
- Chart choice
- Conditional formatting
- One-page dashboard
6Your reporting workbook
3 lessons
- Workbook structure
- Documentation
- Mentor review
Your mentor
A finance or operations analyst who builds reporting in Excel every day.
A course mentor reviews your assignments within three business days. Weekly group clinic. A coordinator keeps your plan on track, and messages are answered within one business day.
Your result tracker
Every week your tracker shows what is done, what is next and what your mentor said. Your coordinator checks in if a checkpoint slips.
- Week 1 · CheckpointStructuring data properly
- Week 2 · CheckpointFormulas that do the work
- Week 3 · CheckpointLookups and joins
- Week 4 · CheckpointPivot tables
- Week 5 · CheckpointCharts and dashboards
- Week 6 · CheckpointYour reporting workbook
- Week 6Readiness Proof submitted and reviewed
- After the course+30 days: post-course follow-up
After the course
30 days of post-course mentor support: send one updated version of your result for review and ask follow-up questions. 12 months of access to materials and monthly alumni clinics for three months.
Format and time
Video lessons, practical assignments with written feedback, weekly live clinic and a final project. 4 hours a week.
Requirements
A laptop or desktop computer, a stable internet connection and about 4 hours a week.
Certificate
Certificate of Achievement, issued when your final project passes review.
This is a MAKE ME FIT certificate with a public verification link. It is not a state qualification or a professional licence.