Excel by role

Excel paths built for your role.

Pick the path that matches your job and learn Excel on the files you actually use — from finance and HR to operations, sales and AI-assisted work.

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Finance
Controllers, analysts, finance teams
Budgets, variance analysis, forecasts and financial dashboards — on the files finance teams use every day.
Budget vs actualForecastingDashboards
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HR
HR managers, HRBP, payroll teams
Headcount tracking, salary analysis and HR dashboards that make reporting to leadership effortless.
HeadcountSalary analysisHR dashboards
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AI for Work
Anyone using Excel daily
Work with AI and Excel together — prompt for reliable formulas, validate outputs, and automate repetitive tasks.
PromptingValidationAutomation
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Freelancers & Small Business
Freelancers, founders, small teams
Run the numbers of a small business — invoicing, cash flow, simple budgets and client tracking.
InvoicingCash flowClient tracking
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Operations & Admin
Ops, admin, office managers
Turn messy operational data into clean trackers, schedules and reports you can rely on.
Data cleaningTrackersReports
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Sales & Marketing
Sales & marketing teams
Track pipeline, analyse performance across any axis, and turn campaign data into clear decisions.
PipelineAnalysisForecasts
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What every path gives you

Learn on real work, not theory.

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Real business files

Every path is built on realistic files and cases you will recognise from your job.

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Guided missions

Step-by-step projects where you build a usable deliverable end to end.

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AI-ready workflows

Learn where AI helps, how to prompt it, and how to keep control of the output.

Training a whole team?

Give everyone the right role-based paths, plus a manager dashboard to track progress.

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