Every module below builds on the ones before it. You can start wherever the short assessment places you, but the underlying order is designed to avoid gaps.
Formulas that go past SUM and AVERAGE, structured tables, data validation, conditional formatting and pivot tables built from real reporting scenarios. This module assumes only that you have opened a spreadsheet before.
What makes data usable in the first place. How rows, columns and fields relate to each other, where inconsistencies usually come from, and how to spot quality problems before they turn into a wrong number in a report.
How connector-style automation platforms work conceptually, and how to build a simple trigger-and-action flow that moves information between two everyday tools without writing code.
Turning cleaned data into a dashboard someone else can read in under a minute. Covers layout choices, chart selection, and how to avoid the most common reporting mistakes that confuse rather than clarify.
Designing intake forms and surveys that produce clean, usable data from the start, rather than requiring a cleanup pass afterward. Includes basic response validation and routing.
How to write clear documentation for the spreadsheets and automations you build, so someone else, including a future version of you, can understand and maintain them without starting over.
Each module includes short instructional segments followed by a hands-on exercise using a realistic office scenario, such as reconciling a monthly expense sheet or setting up a recurring status report. You work with template files rather than starting from a blank page, which keeps the focus on the technique rather than formatting from scratch.
Exercises are reviewed against a model answer, and the guided cohort format includes a live walkthrough where common sticking points get addressed directly.
Because automation concepts tend to click faster in conversation than in isolation, module three includes an optional small group session where participants map out one real recurring task from their own job and sketch how it could be automated, before building it individually afterward.
A short, informal message is enough for us to point you in the right direction.
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