Are you spending too long at work?

(...and missing out on life!)

Does this sound like you?

You spend too much time copying and pasting data between workbooks, and then spending more time performing the same time-consuming actions to turn that data into something useful?
You work through your lunch break and take work home so you can catch up during the evening and weekends?
You're bored at work because you’re doing the same repetitive reporting tasks every day, week, or month?
Whenever you complete one task, there is always another forecast, period-end, or deadline to move straight onto.
You never quite catch up and feel like you’re constantly running just to stand still?
You would love to automate your tasks, but you feel overwhelmed by the number of features, and not sure where to start?
You feel like you're destined to keep working late and missing out on what is important to you?

Others might choose to do this, but you can choose a different way!

Imagine a world where you could complete your Excel work quickly with no stress; saving time and getting to spend more doing thing things you love.

Actually, you don’t need to imagine, this world already exists. You just don’t know how to do it yet.

Excel is the most powerful, most flexible, and most used software on the planet. Used correctly, it can automate your tasks. But often, it gets too complex.

Our academy is different, it is based around a key question:

“What would Excel automation look like if it were easy?”

In solving this question, we created a repeatable process for automation. No matter your start point, no matter your endpoint, the steps are the same.

Once you know the steps, you can apply them over and over again in different areas of your work. Achieving greater and greater time saving each time.

This is what we teach in our Excel Academy.

Everything you need to succeed, all in one place

Courses

We've made it easy for you to learn with a clear structured approach.

Course includes:

On demand self-paced training videos | Real-world projects to work through
Downloadable workbooks and practice files | Quizzes to test your knowledge | Certificates of completion

Excel Automation Secrets

Discover how to apply the reporting & analysis blueprint to automate your work with Excel.

Ultimate Excel Tables

Excel Tables are one of the most powerful features in Excel. This course will show you how to master them and use them for dynamic reporting and analysis.

Power Query Pro

Discover how to combine and transform inputs into the perfect data structure using Power Query.

Mastering Power Pivot

Start building robust data models to improve your data analysis and handle unlimited data.

Excel Skills Boost
Beginner to Expert

Learn the core skills needed to be efficient and effective in Excel.

Office Scripts
Automate Excel Everywhere

Discover how to use Office Scripts in Excel 365 to automate your work.

Full Syllabus

Click on the arrows in the sections below to see the syllabus for each course.

Excel Automation Secrets (4 hrs 53 mins)

Lesson Title	Length

Introduction
Welcome	00:01:15
Why automate Excel?	00:02:43
The problem with typical Excel solutions	00:05:29
Reporting and analysis blueprint	00:08:31
Learning journey	00:01:46

Data
Data - Introduction	00:00:58
Data - Humans vs Excel	00:04:19
Data vs information	00:03:58
Data vs information - Formula examples	00:05:34
"Is it" test	00:04:43
Identifying data layouts - Examples	00:03:08
Golden rule for working with data	00:01:05

Input
Input - Introduction	00:00:39
Concepts and techniques for controlling inputs	00:06:23
File naming conventions for automating processes	00:07:38
Project - Inputs and outcome	00:06:05
Project - Applying file naming conventions	00:02:54
Project - Document Control Template - Demo	00:09:00

Reshape
Reshape - Introduction	00:00:54
What is Power Query and why use it?	00:04:36
Project - Load the budget data into Power Query	00:14:33
Project - Privacy settings	00:01:28
Project - Editing and organizing queries	00:06:12
Project - Repointing Power Query to new data sources	00:14:25
Project - Load the trial balances folder into Power Query	00:16:30
Project - Load the mapping file into Power Query	00:03:39
Project - Append and merge the queries	00:07:51
Data load options	00:06:09
Project - Load the data to an Excel Table	00:03:52
Project - Create and load the supporting Excel Tables	00:08:32
Project - Power Query refresh and refresh options	00:05:57

Calculate
Calculate - Introduction	00:01:02
Table structured references - Quick start	00:09:48
Project - Calculating the selected date	00:03:04
Project - Using SUMIFS with Table data	00:09:37
Project - Calculating the cash chart value	00:07:40
Project - Reusing formulas for other chart values	00:03:00

Visualize
Visualize - Introduction	00:01:04
What is visualization?	00:02:07
Building easy-to-read visualizations	00:01:57
Project - Error checks (Part 1)	00:07:32
Project - Error checks (Part 2)	00:04:39
Project - Building clean charts	00:09:18
Project - Reusing chart formats	00:04:59
Project - KPI Visuals	00:05:51

Present
Present - Introduction	00:00:43
Present mediums	00:04:28
Project - Building an interactive dashboard	00:11:52
Working with PowerPoint	00:09:32
Creating PDF documents	00:02:36

Distribute
Distribute - Introduction	00:00:15
Distribution options	00:01:39

Refreshable Process
Refreshable Process - Overview	00:00:36
Review of the Reporting & Analysis Framework	00:03:38
Using the Automation Toolkit	00:12:15

Wap-up
Wrap-up	00:03:05

Power Query Pro (7 hrs 10 mins)

Lesson Title	Length

Introduction
Introduction	00:04:46
Why Power Query	00:04:52
Example Scenarios	00:03:25
Learning Journey	00:03:07
Updates and Versions	00:02:56

Getting started with Power Query
Getting started with Power Query	00:03:47
Power Query interface	00:04:48
Applying transformations	00:06:20
Load into an Excel Table	00:02:07
Editing a query	00:03:52
Query refresh	00:04:37
Basic transformations	00:12:06
Data insights	00:03:02
How to stop auto-applied steps	00:03:10
Default query load settings	00:05:18
Renaming steps	00:01:38
Sharing queries between workbooks	00:01:56
Progress summary	00:01:15

Single sources
Working with delimited files	00:10:51
Working with fixed width text files	00:10:24
Working with Excel worksheets	00:08:07
Working with Tables (external)	00:05:54
Working with Named Ranges (external)	00:05:32
Working with Tables & Named Ranges (internal)	00:13:42
Working with OneDrive and SharePoint	00:05:13
Working with Web sources	00:06:07
Working with PDFs	00:04:53
Working with databases	00:03:03
Progress recap	00:02:08

Using multiple sources and queries
Introduction to using multiple sources and queries	00:01:39
Loading multiple sources into Power Query	00:05:59
Combining multiple Tables from a workbook	00:07:12
Data refresh from combining multiple Tables	00:03:54
Combining multiple sheets from a workbook	00:05:32
Combining multiple sheets with unhelpful naming	00:06:52
Combining files in a folder	00:08:31
Understanding the combine files process	00:05:13
Refreshing combined files	00:04:37
Future-proofing for incorrect file types	00:03:24
Restoring file information on combine	00:04:06
Working with files and folders	00:03:50
Alternative method to combine files in a folder	00:08:59
Append queries	00:11:50
Merge queries	00:07:30
Understanding the 6 types of merge	00:04:19
Duplicate and reference queries	00:01:57
Queries dependency view	00:01:37
Query organization	00:01:46
Progress recap	00:01:41

Transformations
Transformations - Introduction	00:00:43
Unpivot and conditional columns	00:06:10
Transpose	00:02:49
Unstacking columns	00:04:30
Merge columns and separate with line feed	00:03:09
Split delimiter list into rows	00:01:55
Multiple header rows - Method 1	00:02:52
Multiple header rows - Method 2	00:03:51
Multiple header rows - Merged cells	00:02:26
Dealing with changing column headers	00:04:11
Pivot and unpivot	00:04:43
Group By	00:04:41
If statement	00:08:11
Fuzzy matching	00:08:52
Column from example	00:05:09
Percent of total	00:05:53
Referencing values from other rows in a query	00:02:50
Referencing a query from another query	00:03:40
Transformation - Review	00:01:02
Loading, refreshing and parameters	00:00:58

Loading, Refresh & Parameters
Pointing Power Query to a new source	00:05:47
Dynamic parameters to change data sources	00:03:27
Dynamic parameters to change query steps	00:02:15
Using merge instead of parameters	00:03:29
Refresh options	00:06:29
Reviewing the data load options	00:03:48
Advanced transformations - Introduction	00:01:00

Advanced Transformations
Advanced Transformations - Introduction	00:01:00
Introduction to formulas	00:09:02
Editing formulas in the formula bar	00:04:53
Nesting functions	00:05:31
Custom Functions - Part 1	00:08:54
Custom Functions - Part 2	00:14:43
Custom Functions - Part 3	00:05:05
Query organization - single vs cascading	00:08:36
Introduction to privacy settings	00:06:24
Formula Firewall - Part 1	00:05:00
Formula Firewall - Part 2	00:03:50

Wrap-up
Wrap-up	00:03:11

Ultimate Excel Tables (3 hrs 41 mins)

Lesson Title	Length

Introduction
Course Introduction	00:01:05
Download the support files	00:01:26
What is a Table	00:05:40
Learning journey	00:02:29

Basic table operations
Basic Table operations - Introduction	00:00:40
Create a Table	00:08:36
Table menu options	00:03:13
Table Anatomy and Rules	00:08:35
Selecting parts of a Table	00:02:42
Convert a Table back to a range	00:03:11
Naming and renaming Tables	00:04:49
Resize a Table range	00:03:47
Filtering a Table	00:03:27
Sorting a Table	00:03:42
Advanced and sorting filtering	00:03:18
Adding rows and columns	00:05:29
Delete data and remove duplicates	00:02:23
Table formatting options	00:05:17
Calculated columns	00:03:40
Basic Table operations - Exercise #1	00:00:54
Basic Table operations - Answers #1	00:03:33
Basic Table operations - Exercise #2	00:00:32
Basic Table operations - Answers #2	00:02:43

Structured references and common formula scenarios
Structured references and common formula scenarios - Introduction	00:01:05
Introduction to structured references	00:07:41
Basic structured reference examples	00:03:55
Structured references full syntax	00:09:36
Absolute and relative structured references	00:07:43
Common functions used with Tables	00:12:26
Structured references and formulas - Exercise	00:01:08
Structured references and formulas - Answers	00:05:23
Calculate a running total in a Table	00:07:15
Calculate an unordered and grouped running total in a Table	00:02:43
Calculate the last non-blank value in a column	00:03:13
Calculate based on rows above or below	00:05:02
Common formula scenarios - Exercise	00:01:17
Common formula scenarios - Answers	00:05:04

Using slicers for user interactivity
Using slicers for user interactivity - Introduction	00:00:48
Filter with slicers	00:04:37
Advanced filter with slicers	00:07:58
Disconnected slicers	00:05:12
Using Slicers - Exercise	00:00:55
Using Slicers - Answers	00:03:44

Using Tables with other Excel features
Using Tables with other Excel features - Introduction	00:00:53
Using named ranges with Tables	00:02:35
Using charts with Tables	00:02:01
Using PivotTables with Tables	00:01:36
Using Conditional Formatting with Tables	00:03:09
Using data validation with Tables	00:06:41
Using dynamic arrays with Tables	00:05:49
Using Tables on protected worksheets	00:02:38
Using the Data Analyze feature	00:03:35
Using Excel Online with Tables	00:04:41
Using SharePoint lists with Tables	00:03:11

Miscellaneous Table options
Miscellaneous Table options - Introduction	00:00:33
Miscellaneous Table options	00:04:24

Wrap-up
Wrap-up	00:01:29

Mastering Power Pivot (5 hrs 8 mins)

Lesson Title	Length

Introduction
Power Pivot - Introduction	00:03:31
Short history of Power Pivot	00:03:26
Workbook paradigm	00:04:07
Calculation concepts	00:07:16
Installing Power Pivot	00:01:02
Power Pivot user interface tour	00:06:32
Download sample files	00:02:39

Data Model
What is a data model	00:04:34
Normalization	00:04:43
Dimension tables vs fact tables	00:04:33
What about Merge in Power Query?	00:02:00
Creating relationships	00:09:33
Relationship errors	00:03:47
Calendar tables - Method #1	00:03:45
Calendar tables - Method #2	00:05:38
Calendar tables - Method #3	00:08:08
Managing relationships	00:05:39
Star vs Snowflake schema	00:04:05
Optimizing tables for a Star schema	00:07:24
Relationship cardinality	00:02:35
Working with multiple fact tables	00:03:30
Filter direction and shared dimensions	00:08:36
Progress Recap	00:00:53

DAX calculations
Introduction to DAX	00:02:05
Calculated columns	00:06:15
Measures	00:02:31
Implicit vs Explicit Measures	00:06:53
Create a table to hold measures	00:02:56
Creating DAX measures step-by-step	00:08:32
Understanding Grand Total & Sub Totals	00:03:01
Applying sort order	00:02:19
Aggregator functions	00:04:58
Iterator aggregators	00:07:35
DIVIDE function	00:04:11
CALCULATE function	00:05:50
Understanding the CALCULATE function	00:05:55
FILTER function	00:10:07
ALL, ALLEXCEPT and ALLSELECTED functions	00:09:45
CALCULATE - Example #1	00:09:31
CALCULATE - Example #2	00:08:04
CALCULATE - Exampl e#3	00:05:04
Disconnected Tables	00:06:54
IF,HASONEVALUE, VALUES	00:06:52
SWITCH	00:03:51
Dealing with Grand Totals and disconnected tables	00:02:39
VAR and RETURN statements	00:03:28
Time intelligence	00:07:05
KPIs	00:04:00
Progress Recap	00:02:39

CUBE formulas
Introducing CUBE formulas	00:08:33
Add slicers to existing CUBEVALUE functions	00:02:01
Add dimensions to existing CUBE functions	00:02:46
Writing CUBE functions from scratch	00:03:08
Using sub-dimensions	00:03:48
CUBESET, CUBESETCOUNT & CUBERANKEDMEMBER functions	00:07:35
Spill CUBE functions with SEQUENCE, MAP & LAMBDA	00:04:21
Add slicers to CUBESET functions	00:04:29
Progress recap	00:01:29

Working with other tools
DAX Formatter	00:03:12
Working with Power BI	00:07:14
CUBE formulas from Power BI	00:02:25
Power BI with Excel Online	00:04:21
Wrap-up	00:01:18

Skills Boost: Beginner to Expert (15 hrs 4 mins)

Lesson Title	Length

Introduction
Introduction	00:03:03

Working with large worksheets
Freeze Panes	00:03:48
Split Screen	00:03:48
Hiding and unhiding columns	00:02:45
Sorting a large list	00:06:17
Filtering a list	00:07:08

Essential tricks for printing spreadsheets
Scaling a print	00:05:23
Repeating headers across multiple pages	00:03:03
Printing selected range	00:04:03
Aligning a print	00:02:27
Using Page Breaks	00:04:26

Getting started with Excel formulas
Introduction to formulas	00:07:47
Order of calculation - BODMAS	00:03:09
Calculating percentages	00:07:51
Unleash the power of Excel functions	00:08:41
Referencing other sheets and workbooks	00:11:42
Calculating date difference	00:08:06
Understanding absolute cell addresses	00:06:19
The COUNTIF function	00:13:09

Logical functions: Decision making formulas
IF Function 1	00:04:20
IF Function 2	00:03:50
IF Function 3	00:04:03
Nested IF functions	00:04:47
AND and OR functions	00:06:32
The IFS Function	00:04:07
The SWITCH Function	00:08:57

Conditional formatting: Making your data come to life
Using conditional formatting	00:06:59
Managing conditional formatting rules	00:07:07
Conditional formatting to highlight due dates	00:07:20
Data bars to compare values and show progress	00:06:18
Heat maps	00:02:59
Using icon sets	00:08:02
Conditional formatting to an entire row	00:04:28
Conditional formatting with multiple conditions	00:06:39

Dynamic array functions: formulas have changed
Introduction to dynamic arrays	00:11:54
The UNIQUE function	00:08:57
The SORT function	00:08:22
The SORTBY function	00:06:51
The FILTER function	00:20:01
The SEQUENCE function	00:10:30

The powerful VLOOKUP function and beyond
The VLOOKUP function explained	00:06:58
Using VLOOKUP for a range lookup	00:05:06
VLOOKUP with dynamic column index number	00:08:57
Handling errors with lookup formulas	00:05:21
The INDEX and MATCH combo	00:06:17
Two way lookup with INDEX and MATCH	00:04:13
Sort and return non-adjacent columns	00:06:17
The XLOOKUP function	00:11:35
Multi-column XLOOKUP	00:03:17
Two way lookup with XLOOKUP	00:04:38

Validating and protecting Excel
Validate the number of characters	00:02:21
Create data validation rules	00:02:21
Create drop down lists	00:04:33
Dependent lists to break up large lists	00:05:23
Custom data validation messages	00:06:44
Encrypt a file to prevent access	00:02:47
Protect structure of a workbook	00:05:44
Protect data on a worksheet	00:07:48

Advanced formulas for analyzing data
The SUMIF, COUNTIF and AVERAGEIF functions	00:07:58
Sum values between two dates	00:05:41
Advanced sum with SUMPRODUCT	00:05:50
Sum values for a specific weekday with SUMPRODUCT	00:09:34
The AGGREGATE function	00:07:35
The AGGREGATE function - advanced example	00:04:38

Charts: Simple and effective data presentation
Create your first chart	00:07:33
Add and remove chart elements	00:05:20
Formatting charts	00:06:39
Modify the chart axis	00:07:20
Save time with chart templates	00:04:33
Combo charts - two chart types in one	00:06:17
Chart filters	00:02:26
Change chart data with a drop-down list	00:07:59
Using cell values for chart labels	00:04:25
Conditional formatting with charts	00:07:54
Sparklines for quick data analysis	00:06:00

Manipulating Text in Excel
Splitting text across multiple columns	00:07:22
The CONCAT and CONCATENATE functions	00:06:25
The TEXTJOIN function	00:04:07
Extracting text from a cell	00:09:31
Using the MID and FIND functions together	00:07:20
The VALUE function	00:03:31
The SUBSTITUTE function	00:07:28
The awesome Flash Fill tool	00:10:05

Using Tables for easier data management
Format data range as a Table	00:03:57
Key benefit of using Tables	00:07:48
Create Table styles	00:04:39
Formulas using Table data	00:06:48
Convert a Table back to a range	00:01:38

Master PivotTables: powerful analysis and reporting
Creating a PivotTable	00:08:06
Changing the Values function	00:03:16
Formatting values efficiently	00:02:17
Creating PivotTable styles	00:05:08
Sorting PivotTable fields	00:02:34
Grouping data in a PivotTables	00:04:53
Showing values as percentage, difference and ranking	00:05:08
Conditional formatting with PivotTables	00:03:39
Filtering PivotTable data	00:03:57
Refreshing a PivotTable	00:04:46
Creating a PivotChart	00:05:20
Using Slicers for interactive PivotTables	00:11:53
Using the timeline Slicer	00:02:52

Get and transform data with Power Query
What is Power Query	00:03:06
Transforming messy data	00:21:23
Unpivot columns	00:06:58
International dates and number formats	00:10:01
Merge queries 1	00:10:00
Merge queries 2	00:06:13
Combine and append multiple worksheets	00:10:29
Import multiple files from a folder	00:15:04
Importing data from the web	00:12:43

Working with the Data Model and Power Pivot
Introduction to Power Pivot	00:07:00
Add Tables to the data model and create relationships	00:07:43
Create a PivotTable from the data model	00:05:48
Enable the Power Pivot Add-in	00:01:09
Explore the Power Pivot window	00:04:36
Introduction to DAX calculated columns	00:07:35
Introduction to DAX measures	00:10:26

Introduction to Macros and VBA
Recording your first macro	00:14:25
Assigning your macro to a toolbar button	00:06:39
Add your macros to the ribbon	00:07:40
Editing your macro code	00:12:13
Using relative references when recording macros	00:06:35
Saving a workbook containing a macro	00:05:28
Editing your macro code (Part 2)	00:06:06
Adding a button to your worksheet	00:05:47

Getting started with writing VBA
Introducing the VBE	00:07:35
Writing your first macro	00:16:40
Cleaning recorded code	00:11:59
Working with method arguments	00:08:36
Referencing cells, worksheets and workbooks in VBA	00:27:03
VBA Errors	00:08:57

Office Scripts (9 hrs 42 mins)

Lesson Title	Length

Introduction
Welcome	00:01:00
What are Office Scripts	00:02:53
Office Scripts infrastructure	00:03:54
Office Scripts vs VBA: What's the difference?	00:05:23
Learning journey	00:03:44
Do you have Office Scripts?	00:03:47
Golden rule for learning Office Scripts	00:01:15

Getting started with Office Scripts
Getting started with Office Scripts - Introduction	00:00:40
Writing your first script	00:04:39
Editing your first script	00:04:07
Save and delete Office Script files	00:03:11
Writing your second script	00:01:52
Exploring the Office Scripts user interface	00:07:36
Using the script recorder	00:03:53
The script recorder does not capture everything	00:04:08
Sharing scripts with others	00:08:41
Creating an Office Scripts button	00:06:06
Undo Office Script actions	00:04:31

Understanding the Document Object Model
Understanding the Document Object Model - Introduction	00:00:34
What is the Document Object Model	00:04:06
Basic examples of using the Document Object Model	00:06:27
Learning the DOM	00:13:07
Optimize code using variables with DOM	00:04:30
Active and relative reference with DOM	00:06:47
Objects and collections in the DOM	00:04:04
DOM - Exercise	00:01:26
DOM - Exercise Answers	00:02:47
DOM - Exercise - Alternative approach	00:05:19

Programming fundamentals
Programming fundamentals - Introduction	00:01:06
The Main function	00:03:18
Adding and using comments	00:04:46
Colors used in the code editor	00:02:49
Whitespace, line breaks and semi-colons	00:02:44
Declaring & assignment variables	00:09:23
Understanding variable types	00:07:14
Workign with strings	00:04:45
String properties and methods	00:06:39
Concatenating text strings	00:03:27
Working with numbers	00:03:31
Number and Math object methods and properties	00:04:18
Arithmetic operators	00:05:30
Working with booleans	00:02:17
Comparison operators	00:06:11
Type conversion	00:05:49
String Converter - Exercise	00:01:15
String Converter - Exercise Answers	00:05:09
Multiplication Tester - Exercise	00:01:43
Multiplication Tester - Exercise Answers	00:04:49

Objects, arrays and functions
Objects, arrays and functions - Introduction	00:01:31
What are objects?	00:05:21
Working with objects	00:06:30
Object references	00:02:59
What are arrays?	00:04:32
Working with arrays	00:04:37
Ranges vs arrays	00:06:13
Working with ranges & arrays of unknown sizes	00:07:37
Concatenating array values	00:03:43
Splitting strings to arrays	00:04:05
Adding and removing the first and last items	00:06:40
Other uses for pop() and shift()	00:01:45
Adding, removing and joining multiple items	00:07:14
Introduction to functions - Part 1	00:05:05
Introduction to functions - Part 2	00:04:35
Understanding the return statement	00:03:23
Filtering arrays	00:11:49
Sorting arrays	00:04:21
Applying a function to every item in array with map	00:03:30
Arrays - Exercise	00:01:43
Arrays - Exercise Answers	00:05:22

Logic and loops
Logic and loops - Introduction	00:01:34
Logical operators (and, or, not)	00:06:40
If statements	00:07:03
Switch statements	00:06:47
Alternative if statement syntax	00:04:50
Catching and handing errors	00:05:07
For loop	00:05:44
For loop over collections	00:03:40
While loop	00:04:39
Alternative looping methods - map() and forEach()	00:03:50
Looping over cells in a range	00:08:22
Logic and loops - Exercise	00:02:00
Logic and loops - Exercise - Answers	00:05:05

Project: Table of contents
Project: Table of contents - Introduction	00:00:39
Overview	00:01:06
Create the worksheet	00:06:45
Format the worksheet	00:09:27
Listing the worksheets	00:04:19
Add the hyperlink	00:06:08
Working with hidden sheets	00:04:58
Final formatting	00:05:09
Bug fixing and tidy up	00:06:40

Project: Chart axis
Project: Chart axis - Introduction	00:00:35
Overview	00:02:29
Setting the axis value	00:07:20
Chart selection based on a list	00:04:41
Parameters based on named ranges	00:04:14
Testing and tidy-up	00:03:45

Project: User input
Project: User input - Introduction	00:00:37
Overview	00:02:16
Worksheet setup	00:04:56
Toggle between views	00:07:11
Improving the user experience	00:05:14
Save process	00:06:03
Enhancing the save process	00:10:18
Tidy up and enhancements	00:02:22

Using Power Automate with Office Scripts
Using Power Automate - Introduction	00:01:24
What is Power Automate?	00:04:54
Getting started with Power Automate	00:09:49
Run an Office Script with Power Automate	00:04:35
Run an Office Script on all files in a folder	00:05:45
Passing parameters from Power Automate to Office Scripts	00:06:08
Using Table values as Office Script parameters	00:04:32
Passing values from Office Scripts back to Power Automate	00:12:09
Auto PivotTable Project - Overview	00:02:29
Auto PivotTable Project - Script #1	00:02:22
Auto PivotTable Project - Script #2	00:04:45
Auto PivotTable Project - Script #3	00:00:46
Auto PivotTable Project - Build the flow	00:07:10
Auto PivotTable Project - Testing	00:02:56

Asynchronous Office Scripts
Asynchronous code - Introduction	00:00:38
Understanding asynchronous code	00:07:31
Gettng external data with an API	00:11:33
Getting external images into the workbook	00:07:10

Wrap-up
Wrap-up	00:01:22

Tools

The templates and add-ins included in the academy are designed so you can start automating Excel faster and easier than any other training program.

Power Query Quick Steps

Custom function library filled with easy transformations for tricky scenarios.
Makes Power Query easier for longer.

Automation Toolkit

Automate the tasks you don't want to do with our exclusive Low Code / No Code automation tool for Excel.

Push: Fast Presentation Creator

Create PowerPoint presentations from Excel faster and easier than ever before.

Document Control Template

Take control of your inputs to ensure your automation can find the files and folders it needs to run successfully.

Tool information

Click the sections below to discover more about each template/add-in.

Power Query Quick Steps

Purpose:

Makes Power Query easier for beginner and intermediate users. Provides library ridiculously easy transformations for tricky situations

Includes:

Custom Functions Library
39 ready-to-use functions
Simple copy & paste solution
Detailed reference book
Video lessons for each function (2 hrs 30 mins)
Excel add-in to quickly add custom functions into Power Query

Function List:

Function list & lessons titles	Length

Introduction
Introduction	00:02:37
Using custom functions	00:04:57
Quick steps Add-in	00:04:42

Parameter Functions
*fxGetNameParameter* Returns a value from a named range in the current workbook to use as a parameter inside a query.	00:03:57
*fxGetTableParameter* Returns a value from a table in the current workbook to use as a parameter inside a query.	00:05:18

Column Name functions
*fxAutoCleanColumnNames* Converts column names to proper case with correct spacing	00:04:19
*fxFlattenHeaderRows* Flattens multiple header rows into a single header row.	00:03:23
*fxRenameColumns* Renames a column, if the column name exists	00:02:46
*fxRenameColumnsByPosition* Renames columns based on their position (zero based)	00:02:30

Data Transformation Functions
*fxBlankToNull* Converts all blank values in a table or column to null	00:02:39
*fxCartesianJoin* Performs a cartesian join on all tables included in a list. (i.e. creates a table of all combinations).	00:01:56
*fxColumnReAlign* Re-align columns where data does not stack correctly in a single column.	00:02:14
*fxDeleteNullMoveLeft* Deletes null values in a column and shifts the cells left to fill the gap.	00:02:51
*fxExpandColumnDynamic* Expands a column dynamically including adding any new data.	00:04:30
*fxFillRightOrLeft* Fills null values with the values from the left or right.	00:03:05
*fxFilterByList* Filters a table column based on a list.	00:03:27
*fxPivotAllRows* Pivots all rows without causing an error.	00:03:09
*fxRemoveNullColumns* Removes any columns with 100% null values.	00:01:49
*fxRemoveTopBottomNull* Removes null values from top and/or bottom of a table, but not within the table	00:03:32
*fxRemoveTopRowsUntilValue* Removes an unknown number of rows from the top until search term found	00:03:56
*fxRepeatValueToNull* Changes repeat values in a column to null.	00:02:49
*fxUnstackOnInterval* Unstacks a column of data into separate columns based on a repeating numerical interval.	00:02:18
*fxUnstackOnValue* Unstacks a column of data into separate columns based on the occurrence of a text string.	00:03:16

Text Functions
*fxMultiFindReplace* Find and replace values based on a list	00:03:45
*fxTextRemoveSpaces* Removes excess spaces from text values	00:03:44

Calculation Functions
*fxGroupRunningTotal* Adds a running total column where the total resets at the start of each group.	00:04:01
*fxRunningTotal* Adds a running total column	00:01:09
*fxPreviousRow* Returns or calculates a value based on a previous or subsequent row in the table	00:04:08

Lookup Functions
*fxLookupApproximateMatch* Returns an approximate match lookup from another table	00:05:39
*fxLookupExactMatch* Returns an exact match lookup from another table	00:06:48

Data Type Functions
*fxAutoDetectDataType* Auto applies data types based on the data in a column	00:04:25

Ranking & Order Functions
*fxRowNumberByGroup* Adds a row number for each item in a group.	00:04:25

Date & Time Functions
*fxCalendarTable* Creates a calendar table based on start date & end date, or start date & duration	00:04:53
*fxCalendarTableNonStandard* Creates a calendar table from a table of non-calendar periods	00:03:10
*fxFinancialPeriod* Adds a Financial Month, Year, or Quarter column	00:03:33
*fxTimeGroups* Groups time into Hour, Minute and Second time segments	00:04:10
*fxTimeTable* Creates a time table based in hour, minute, or second intervals	00:01:41

Combine Workbooks Functions
*fxCombineWorksheetsByName* Combine worksheets from workbooks in a folder using sheet or table names	00:07:58
*fxCombineWorksheetsByPosition* Combine worksheets from workbooks in a folder using sheet or table position	00:07:51
*fxExcelDataFromList* Uses a table with file path and data columns to get data from a list of Excel Workbooks	00:05:40
*fxFilesInSharePointFolder* Gets all the files in a named SharePoint folder based on a folder URL.	00:05:31

Nested Table Functions
*fxTransformNestedTable* Performs table transformations on nested tables	00:10:13

Check out the help pages:

Find out more about Power Query Quick Steps here: https://exceloffthegrid.com/quick-steps-help/

Automation Toolkit

Purpose:

Automation Toolkit is an Excel template that allows users to build automation processes without any coding experience.

Processes can include Excel, PowerPoint, Word, Power Query, Files and Folders.

Includes:

Easy-to-use Excel template
Large library of common actions
Complete video course containing real-life projects (5 hrs 46 mins)
Extensive help resources

Video course includes

Lesson Title	Length

Getting started with the Automation Toolkit
Introduction	00:02:21
Install the Automation Toolkit	00:03:08
Exploring the user interface	00:05:07
Getting started project - Introduction	00:02:58
Getting started project - Step 1	00:12:35
Getting started project - Step 2	00:09:31
Getting started project - Step 3	00:08:11
Getting started project - Step 4	00:05:30
Getting started project - Step 5	00:09:01
Getting started project - Step 6	00:04:48
Getting started project - Review	00:05:51
Other important information	00:07:49

Loops
Do until loop - Overview	00:09:46
Do while loop - Overview	00:05:06
Difference between do until and do while loops	00:03:54
Looping thorugh a delimited list	00:04:43
Looping through a list of unknown length	00:05:28

User interface and interaction
User interfaces and interaction - Overview	00:02:36
Using shapes to build user interfaces	00:07:30
Creating a custom ribbon	00:14:23
Collecting user interactivity	00:13:06

Alternative ways to run an automation recipe
Alternative ways to run an automation recipe	00:07:04

Working with Excel
Excel - Overview	00:03:26
Copy data between workbooks - Example	00:13:08
Combine worksheets into one workbook - Example	00:14:03
Running macros from another workbook - Example	00:04:20

Working with Power Query
Power Query - Overview	00:03:28
Controlling the background refresh - Example	00:07:19
Change worksheet based Power Query parameters - Example	00:03:16
Saving Power Query result as CSV file - Example	00:04:50

Working with PivotTables
PivotTable - Overview	00:02:07
Chaing Pivot filters - Example	00:02:40
Looping through slicer elements - Example	00:09:56

Working with Files and Folders
File and Folder Actions - Overview	00:06:24
File existence get - Example	00:05:02
Folder Copy, Zip and Unzip - Example	00:04:06
Simple file roll forward process - Example	00:16:21

Working with Outlook
Outlook - Overview	00:04:39
Create emails with attachments - Example	00:05:27
Create emails with hyperlinks - Example	00:05:10

Working with PowerPoint
PowerPoint - Overview	00:03:18
Updating PowerPoiht chart images from Excel - Example	00:18:16
Linking Excel into PowerPoint	00:06:00
Repointing and updating links in PowerPoint - Example	00:18:08

Working with Word
Word - Overview	00:02:18
Linking Excel into Word	00:11:43
Automating link refresh in Word - Example	00:04:00

Working with Power Automate
Power Automate - Overview	00:03:33
Running an Automation Toolkit reciple from Power Automate - Example	00:03:17
Using Automation Toolkit actions inside Power Automate - Example	00:09:57

Check out the help pages:

Find out more about Automation Toolkit here: https://exceloffthegrid.com/automation-toolkit-help/

Push: Fast Presentation Creator

Document Control Template

Community & Support

We provide the support you need so you can implement the techniques in your work.

Community Support Forum

Available to you 24/7 to ask questions and get support.

Live Member Calls

Get direct, live help for your Excel problems on our Q&A calls.

Resources Library

Supporting your on-going development

Masterclasses

Go deep with live sessions with topic experts. Access to recordings of previous sessions.

Ebook Library

Download top Excel and Power BI titles from the ebook library.

Built by somebody who has been there

About 10 years ago, I set out on a mission…

“Something’s got to change…” they were the words spinning around my mind as I sat in my car. I had just arrived home from work, it was 11pm.

It had become a common routine. Sometimes it was 9:30pm, sometimes it was 11:30pm. The exact time was largely irrelevant. What mattered was that I had missed seeing my children…again.

The people at the company I had only recently started working for were amazing; but the hours were killing me.

I had a young family, and wanted to be around and see them grow up. But because of this job, I never saw my children, I hardly saw my wife, and most days I didn’t even see daylight.

No matter how fast I worked, it made no difference. There was a solution, I decided that if I could learn how to automate my tasks, I could make it work.

Through this journey, I discovered something surprisingly simple, yet unbelievably powerful.

Here is the secret… all reporting and analysis can be achieved with a 7-stage blueprint. If we can identify the Excel tools for each section of that blueprint, and ensure they pass information from one stage to the next, then we can automate all sections of our work.

Automating Excel is a bit like the 4 x 100m relay at the Olympics. It's not just about running fast, it’s also about passing the baton. If a team drops the baton, they’re disqualified.

The individual features in Excel are like the runners. They each do their job to get further along the track. But automation is our ability to pass information (i.e. the baton) from one tool to the next. If the information gets dropped at any point, we must step in and handle it manually.

Over the last 10 years, I’ve discovered the best ways to combine these tools, so that we can automate Excel.

Each year, through Excel Off The Grid, I help millions of people through the blog, YouTube channel, books, and courses. Because of this commitment to helping others, I was recognized as a Microsoft MVP in 2021.

I now teach others how to use Excel to pass information along every stage of the journey; creating automations that are repeatable and save huge amounts of time every month.

Start automating Excel, saving time, and enjoying your job

Excel automation can change your life, just like it changed mine.

STOP:

Stop working late just to get your day-to-date activities complete.
Stop doing the tasks a well-trained monkey could perform (you’re better than that!)
Stop feeling stressed about forecasts, month ends, and deadlines.
Stop fearing the “last-minute change” that could result in hours of re-work.

START:

Start spending more time with your family and friends and doing what you love.
Start performing at a level way above your co-workers, increasing your chance of a promotion or a bonus.
Start building a desirable skill set that every employer wishes their employees had.
Start adding value to your business and become the office hero who saves everybody time.

Excel Academy includes:

COURSES

Over 45 hours of high quality on demand self paced training courses.

Excel Automation Secrets
Value $127
Ultimate Excel Tables
Value $97
Power Query Pro
Value $247
Mastering Power Pivot
Value $197
Excel Skills Boost: Beginner to Expert
Value $247
Office Scripts: Automate Excel Everywhere
Course Value: $227
Bonuses Value: $275 (Cheat Sheets + Code Library)

TOOLS

Templates & add-ins to accelerate your time saving end make automating Excel faster and easier.

Power Query Quick Steps
Function library + Excel Add-in + Training videos (2 hrs 30 mins)
Value $75
Automation Toolkit
Excel Template + Training videos (5 hrs 46 mins)
Value $195
Push: Fast Presentation Creator (Excel Add-in)
Value $47
Document Control Template (Excel Template)
Value $47

COMMUNITY & SUPPORT

Access to community support forum
Value $450
Live member calls
Value $600

RESOURCES LIBRARY

Masterclasses (Live access + previous recordings)
Value $600
Ebook Library
Value $250

TOTAL VALUE: $3,681

Our price to you:

Monthly membership
Cancel any time

$49
(Paid monthly)

Monthly - Buy Now

Annual membership
Get 2 months free

$490
(Paid annually)

Annual - Buy Now

30 Day Money Back Guarantee

Your purchase is covered by a no questions asked, 100% money-back guarantee.

We never want you to be disappointed. So, if you are not satisfied, please get in touch with us within 30 days, and we will give you a full refund.

What do people say about our content and training?

John

"Mark, you're an absolute legend! 🏆

You've just guided me through the final steps I needed in order to finish building a tool I've been working on most of the day.

The tool is to be used to work through over 100 separate cases, with more likely to come, which each take 15 minutes to complete, at best.

This has changed my individual case time down to a little under two minutes. That's a massive saving of over 22 hours on just this current batch!!! 😲"

Jim

"Mark, you are one of the best mentors I have ever had the privilege of learning from. Your down to earth and easy explained examples are tremendous. You stand apart by your endless willingness to help where you can. Thank you sir. I will forever be in your debt and will endeavour to share what knowledge I have as you have demonstrated so skillfully.

Cheers!"

Frequently Asked Questions

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I've got more questions, who can I contact?

JOIN TODAY

Monthly membership
Cancel any time

$49
(Paid monthly)

Monthly - Buy Now

Annual membership
Get 2 months free

$490
(Paid annually)

Annual - Buy Now

Are you spending too long at work?

(...and missing out on life!)

Everything you need to succeed, all in one place

Courses

Excel Automation Secrets

Ultimate Excel Tables

Power Query Pro

Mastering Power Pivot

Excel Skills Boost Beginner to Expert

Office Scripts Automate Excel Everywhere

Excel Automation Secrets (4 hrs 53 mins)

Lesson Title

Length

Power Query Pro (7 hrs 10 mins)

Lesson Title

Length

Ultimate Excel Tables (3 hrs 41 mins)

Lesson Title

Length

Mastering Power Pivot (5 hrs 8 mins)

Lesson Title

Length

Skills Boost: Beginner to Expert (15 hrs 4 mins)

Lesson Title

Length

Office Scripts (9 hrs 42 mins)

Lesson Title

Length

Tools

Power Query Quick Steps

Automation Toolkit

Push: Fast Presentation Creator

Document Control Template

Power Query Quick Steps

Purpose:

Includes:

Function List:

Function list & lessons titles

Check out the help pages:

Automation Toolkit

Purpose:

Includes:

Video course includes

Lesson Title

Length

Check out the help pages:

Push: Fast Presentation Creator

Purpose:

Document Control Template

Purpose:

Community & Support

Community Support Forum

Live Member Calls

Resources Library

Masterclasses

Ebook Library

Built by somebody who has been there

Start automating Excel, saving time, and enjoying your job

Excel Academy includes:

30 Day Money Back Guarantee

What do people say about our content and training?

John

Jim

Frequently Asked Questions

What skill level do I need to join?

What software do I need?

How long do I have access?

How long does it take to learn everything?

When does the training start and finish?

What if I'm not satisfied?

Can my company pay for the membership?

What if I have questions or I get stuck?

I've got more questions, who can I contact?

JOIN TODAY

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Excel Skills Boost
Beginner to Expert

Office Scripts
Automate Excel Everywhere