Level 2 of 2
Intermediate Level
Prerequisites
Advanced Excel Beginner level, or equivalent: tables, lookups, SUMIFS, dynamic arrays and PivotTables.
Duration
8 weeks · 90 guided hours · 6 modules. Taught live by an instructor — online or in person.
By the end of this level you can
- Import, clean and combine data with refreshable Power Query queries
- Build data models with relationships and DAX measures in Power Pivot
- Analyse decisions with what-if tools, Solver and simple financial models
- Design interactive, accessible dashboards and share workbooks safely
- Automate repetitive work with macros, VBA basics and Office Scripts
Modules
- 1Module 1 · 16 h · 3 lessonsPower Query for Data Preparation
- 2Module 2 · 16 h · 3 lessonsData Models and Power Pivot
- 3Module 3 · 15 h · 3 lessonsWhat-If Analysis and Financial Modelling
- 4Module 4 · 13 h · 3 lessonsInteractive Dashboards and Sharing Workbooks
- 5Module 5 · 13 h · 3 lessonsAutomating Excel
- 6Module 6 · 17 h · 3 lessonsExcel Reporting System Project
Intermediate level project
Automated Reporting System for an Organisation
Build a complete Excel reporting system for a realistic organisation — for example an NGO's monthly programme and budget report — that imports raw files with Power Query, models them, calculates measures, runs scenarios and updates its dashboard with one refresh.
Deliverables
- Power Query queries that import and clean several monthly files
- A data model with relationships and documented DAX measures
- A scenario or sensitivity sheet for one key decision
- An interactive dashboard and a short user guide, plus one automated task
Assessed on
- Adding a new month's files and pressing Refresh All updates everything correctly
- Measures give correct results checked against independent calculations
- The workbook is documented, protected where needed and easy for others to use
- Automation is safe, tested and explained
All levels are taught live by an instructor — online or in person — see registration options.