Learn Advanced Excel – 3 Month Roadmap with Resources

Learn Advanced Excel in 3 Months

Roadmap with Resources

learn-advanced-excel-roadmap

Who is this roadmap for?

This roadmap is for anyone interested in learning Advanced Excel Skills for Data Analysis or Reporting work. Follow this roadmap if you:

Month # 1

month 1 focus

Focus on getting & cleaning data

This month focus on how to get, clean & manage data within Excel. The key learning objectives will be how to use Power Query, Tables, Data management features and how to perform simple “Exploratory Data Analysis” with Excel.

Technical Skills

  • How to get in and use Excel?
  • How to use Excel tables?
  • How to use Power Query to load and clean data?
  • Working with Flashfill, text to columns and other clean-up functions in Excel (video)
  • How to filter & sort data in Excel?
  • Doing simple descriptive analysis of data with in Excel
  • How to use Excel References (video)

Course

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Domain Skills

In Month 1, learn about your industry / domain by:

  • Talking to your friends who work in the same domain
  • Visiting company websites and understanding their business model and nature of work.
  • Read books on Statistics and data analysis.

Project

In Month 1, You can do a simple project to implement all the skills you have learned.

  1. Build an Expense Tracker in Excel that loads data from your bank statements (in PDF or CSV or Excel formats), cleans the data and tells you where your money is going.
  2. Run a survey about anything on your friends and analyze the data. Use tools like Microsoft Forms or Google Forms to automate the data collection and Power Query to consolidate the data.
  3. Download any sports / movies or other favorite topic data and cleanse & analyze it. See if you can find anything odd in the data. Use websites like kaggle to get the data.

Data Analysis and Business Modeling by Wayne Winston

Recommended book: Data Analysis & Business Modeling by Wayne Winston


Month # 2

month 1 focus

Focus on analyzing the data

This month learn how to analyze the data by asking right questions, using formulas + pivot tables to answer them. Learn how to highlight important points and information with conditional formatting and how to make interactive analysis with slicers & data validation.

Technical Skills

  • Formulas:
    • Top 10 Excel Formulas for Data Analysis
    • SUMIFS
    • XLOOKUP
    • FILTER
    • SUBTOTAL
    • IFERROR
  • Pivot tables:
    • Introduction to Pivot tables (video)
    • Advanced Pivot Table tips & tricks
    • How to use Data Model & Relationship feature of Excel
    • Introduction to Power Pivot
    • More on Pivot Tables
  • Concepts:
    • Average vs. Median vs. Quartiles
    • Data & BI Terminology

Domain Skills

In Month 2, learn about your industry / domain by:

  • Studying necessary statistical and functional areas of your work.
  • Talk to your friends in the industry. Take them out to coffee and ask them what they do, what kind of analysis they often do and how they do it?
  • Find volunteer / freelance / extra work opportunities to practice what you are learning. 
  • Next time you meet your friends, discuss / analyze your favorite sports team / tv show / politics / weather / video game. 
  • Read books or watch videos about your domain. 

Project

In Month 2, You can do a simple project to implement all the skills you have learned.

  1. Sales Report from awesome chocolates dataset. Use this dataset and generate a sales report to show how an individual salesperson has done in 2021. Show their sales & boxes by product. Make it interactive so we can select another person easily. Build this with formulas alone and then with Pivot + formulas.
  2. Build a financial goal tracker. You can input any number of goals and their cost (in today’s terms) and the tracker tells you how much you should save to have the money in future (with inflation, various return rates).


Month # 3

month 1 focus

Focus on presenting the data

This month build skills to present your data. Understand how various charts work, how to create and customize them, how to make them interactive and how to lay them out. Learn when to “not” use charts. Build verbal and written communication skills to share your insights with others.

Technical Skills

  • Charting:
    • Select right chart type for your data
    • Rules for making column charts in Excel (video)
    • How to make a budget vs. actual chart in Excel
    • Create a basic interactive chart in Excel
    • How to use slicers in Excel?
  • Dashboards
    • What is a dashboard and how to create one?
    • KPI Dashboard in Excel
    • Project Management Dashboard with Excel
    • 200+ Dashboards – Examples, templates
  • Concepts:
    • How to use Data Validation in Excel
    • Essential Excel Keyboard Shortcuts
    • How to use VBA
    • How to use Power BI

Additional Resources:
  1. Excel Basics page on this website
  2. Advanced Excel Skills page on this website
  3. Learn statistics & probability using Excel
  4. How to build a simple business model in Excel

Domain Skills

In Month 3, learn about your industry / domain by:

  • Thinking about how the technical concepts relate to domain concepts you are learning.
  • Imagine work scenarios and see what tech, domain skills are needed to solve them. (For ex, you want to know why shipments are delayed in first quarter of the year, what domain knowledge is needed and what tech skills are needed to figure the reason?)
  • Think about the human side of analysis. How people read & consume information etc.
  • Learn more about your area of work and what will make you successful.

Storytelling with Data - Book Recommendation

Recommended book: Storytelling with data by Cole N Knaflic

Project

In Month 3, here are a few projects you can try:

  1. Build a one page dashboard for Awesome Chocolate CEO with Excel Use this dataset
  2. Build a system to automate data collection, clean-up, analysis and visualization for your industry
  3. Make Expense Tracker 2.0 that can read a folder of monthly debit & credit files, show where the money is coming from and where it goes, spot trends and does forecasting.


All 3 Months
in One Course

3 months of Excel and advanced Excel in one course

Introducing Excel School

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Got Questions?

Have a question?

Share your questions and comments below…

Got a question about this roadmap or have suggestions? Please share your thoughts in the comments section below.


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