Excel Automation Secrets
The blueprint to save time by automating reporting & analysis in Excel
It’s True! You could save months of time every year
using our proven framework for automating Excel.
Have you ever wanted to automate your reporting and analysis work in Excel?
Do you spend too much time turning data into something useful?
Have you tried to automate Excel before? Was it just too confusing and too complicated?
This course reveals the secret blueprint for automating reporting and analysis in Excel.
Excel Automation Secrets course
Excel Automation Secrets is the answer to the question: “What would Excel automation look like if it were easy?”
There is a saying that there are 3 ways to do anything in Excel. If that’s true, even a simple report with only 10 elements could be achieved in 59,049 different ways. Some will be good, but most will be very, very bad. How do you know if you are choosing the right course?
This course gives you the framework to build consistently good solutions. You won’t learn how to solve one scenario: you’ll learn how to solve all scenarios.
Through this course, you will:
- Learn the 7 steps of the reporting and analysis blueprint for automating Excel
- Work through a real-life project to see the blueprint in action
- Discover what a refreshable process is and how you can apply it to any scenario
With these skills, you could save months of time each year (meaning you can spend less time at work and more time doing what you love).
Excel Automation Secrets is only available within the Excel Academy.
Will this work for you?
We transform how people work with Excel
Our methods have been proven by thousands of students worldwide who have transformed their Excel skills. We don’t just teach theory—we teach practical, real-world solutions that save time and eliminate manual work.
“Fantastic course! I am passionate about automating boring stuff at work. But this is on another level. The blueprint is truly an eye opener and it gives me a clear idea on how to do my work and help others better.” – Roger
“As a long time Excel user, I feel this course should be mandatory to learn fundamental principles in such an easy to understand approach. I wish I had known all these tips/techniques when I was starting out as I would have avoided many pain points along the way! Excellent course.” – Andrew
“This should be required learning for anyone who has to create repeating reports from Excel. From the naming conventions to the automation, it was simply brilliant.” – Charlotte
“Wow, just starting with the academy, but this course was already worth every cent (penny). I’ve tried a few other courses before and whilst most of them were also well taught, I have not once before finished a course in such a short and continuous time while following along every single piece, taking notes etc. There’s definitely a muscle that wants to be built now. Thanks for the fun and effortless learning experience!” – Franziska
What’s included?
✓ 5 hours of on-demand video (50+ lessons)
✓ Before and after practice files
✓ Real-world projects to work through
✓ Certificate of completion
✓ English closed captions
✓ Ask questions and get expert answers
Syllabus:
Introduction
- Welcome
- Why automate Excel?
- The problem with typical Excel solutions
- Reporting and analysis blueprint
- Learning journey
Data
- Data – Introduction
- Data – Humans vs Excel
- Data vs information
- Data vs information – Formula examples
- “Is it” test
- Identifying data layouts
- Golden rule for working with data
Input
- Input – Introduction
- Concepts and techniques for controlling inputs
- File naming conventions for automating processes
- Project – Inputs and outcome
- Project – Applying file naming conventions
- Project – Document Control Template – Demo
Reshape
- Reshape – Introduction
- What is Power Query and why use it?
- Project – Load the budget data into Power Query
- Project – Editing and organizing queries
- Project – Repointing Power Query to new data sources
- Project – Load the trial balances folder into Power Query
- Project – Load the mapping file into Power Query
- Project – Append and merge the queries
- Project – Load the data to an Excel Table
- Project – Create and load the supporting Excel Tables
- Project – Power Query refresh and refresh options
Calculate
- Calculate – Introduction
- Table structured references – Quick start
- Project – Calculating the selected date
- Project – Using SUMIFS with Table data
- Project – Calculating the cash chart value
- Project – Reusing formulas for other chart values
Visualize
- Visualize – Introduction
- Visualize – What is visualization?
- Visualize – Building easy-to-read visualizations
- Project – Error checks (Part 1)
- Project – Error checks (Part 2)
- Project – Building clean charts
- Project – Reusing chart formats
- Project – KPI Visuals
Present
- Present – Introduction
- Present mediums
- Project – Building an interactive dashboard
- Working with PowerPoint
- Creating PDF documents
Distribute
- Distribute – Introduction
- Distribution options
Refreshable processes
- Refreshable Process – Overview
- Review of the Reporting & Analysis Framework
- Using the Automation Toolkit
Wrap up
- Wrap-up
- Course Feedback
- Certificate of completion
Your path to success is as simple as 1-2-3.
Join the Excel Academy
Enrol today to get instant access to the Excel Automate Secrets course.
Follow the course
Follow the simple 7-step blueprint
Apply the learning
Apply the blueprint and start saving time today.
Stop working harder than you need to. Let Excel do the heavy lifting.
Excel Automation Secrets is only available within the Excel Academy.