Course Description
In the Excel Fundamentals Academy, you will begin with a review core skills for the Excel analyst. This section is geared to teach critical skills to less experienced users and review those skills for intermediate users. We’ll start with basic formulas, reviewing absolute and relative referencing, and move into a review of Math, Logic, Text and Date functions. From there, we’ll look at how data SHOULD be structured in Excel for advanced analytics, then dive deep into Excel’s most feared function: VLOOKUP. (Yes, we are very aware that XLOOKUP exists today, but trust us – if you can master VLOOKUP, you can master ANY Excel formula!) Finally, we will cap the section off by exploring some core data visualization theory, and how to apply them to Charts and conditional formats.
Armed with the skills learned early on in this course, we will be ready to unlock one of Excel’s most powerful tools: the PivotTable. We will look at how to create them, update them, and control the variety of features to show our results the way we need to see them. From grouping to controlling aggregations to slicing and dicing, you’ll acquire the skills to summarize data sets of all sizes in seconds. You’ll also learn how the data flows through a PivotTable, and its impact on security.
After learning how to quickly summarize our data, we then need to turn our focus back to Data’s dirty little secret: that it’s rarely in a good shape that is ready to use. It’s dirty, misshapen, and spread across multiple files. It’s in text files, Excel files, and databases. It’s pivoted, transposed, and full of irrelevant records. Wouldn’t it be awesome if there was a built-in tool that allowed you to deal with all of those issues? Wouldn’t it be even more amazing if it recorded the data cleanup steps you wrote so that you could update it with a single click when the data changes? There is. It’s called Power Query. It’s built-in to Excel 2016 and higher and happens to be the focus of the next part of our workshop.
In addition to PivotTables, our boot camp will teach you how to access Power Query, how the tool works and the impact that it will have on your life. You’ll start by exploring how to append (stack) data sets in the same file, then expand this to appending data from multiple files into a single data set for analysis. We’ll cap this day by appending an entire folder full of files all at once… pure magic at work!
Lastly we will continue Power Query skill development. This section will show you 9 different ways to merge tables together, no matter where they come from. We’ll look at reshaping tabular data, pivoting and unpivoting it as needed. We will group data with ease, add conditional logic and even use the built-in toolset to build formulas by simply typing out the result we want, rather than the logic.
Who this course is for?
This training is targeted at users who:- Have been working with Excel at a basic level/intermediate level,
- Possess basic formula skills, and
- Have experience with and/or routinely perform manual data cleanup in order to get data ready for analysis.
- Basic skills with IF() statements, PivotTables and Power Query are assets, but not required.
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Visit our Learning Journey page to compare courses by skill level and area of specialization.
Course Structure
This course is a hybrid format of pre-recorded video training interspersed with live online Q&A and coaching with Ken Puls, for direct help with your questions. The Boot Camp is broken down into two main sections:
Section 1: Course Curriculum
The main course curriculum includes 13 hours of training, delivered in a mixture of pre-recorded video training and hands-on practice over an 8-week semester with a weekly time commitment of approximately 2.5 hours per week.
Section 2: Coached Support
In addition to the main course curriculum, this course also includes access to monthly “Ask Ken Anything” (AKA) sessions. Each of these optional sessions is up to 2 hours in length, conducted live, and you may continue to join the calls even after your original semester has been completed. This is a great way to receive continued coaching on a longer-term basis, as you apply your skills in the real world and run into real world problems.
We understand that sometimes work can get in the way of the ability to attend live sessions. For this reason, questions for the AKA sessions may be submitted in advance, and all of the live calls will be recorded and shared with participants. Thus, you will still be able to learn from the discussions even if you are not able to join Ken live (due to time zone conflicts, other commitments, etc.) or get called away for part of the session. This also allows you to watch the recordings on your own schedule, and to pause, rewind, and practice more with example files.
In addition, since your purchase (or renewal) provides access to the course for an entire year (from the start date of your initial semester), you are able to join any later semester as long as your subscription is active! That’s right – in the case that life knocks you offline, the next semester is open for you to either restart or pick up where you left off.
As with all of our training courses, we also provide access to our curated Skillwave Support Forum as well, allowing you to get answers on a quicker basis should you need more immediate help.
Total Training Hours
The core of this course contains 29 hours of training, based on:
- 13h video
- approximately 5h of practice time with the example files
- approximately 11h of AKA sessions (based on 11 calls/year and students attending/watching half of the AKA’s)
If registrants attend (or watch the recordings of) all 22 hours of the AKA sessions, this course includes up to 40 hours of training in total.
Get Started the right way with a live Kick-off call
Registration is ongoing with new intakes beginning each month. Upon joining the course, attendees will be invited to join a “Kick-off” calls where Ken will walk through the details on how the program works. These calls are generally hosted on the 2nd Wednesday of each month from 9:00 AM – 9:30 AM Pacific Time and 4:00 PM – 4:30 PM Pacific Time. Attendees are encouraged to join the call that makes the most sense for their time zone.
Ongoing Support via ‘Ask Ken Anything’ Sessions
With the exception of December, Ken hosts 2 “Ask Ken Anything” sessions per month – generally on the 1st and 3rd Wednesdays of each month, resulting in approximately 23 AKA calls held each year. Call times alternate between morning and afternoon (Pacific Time), in order to allow students from different time zones the opportunity to join the sessions in person. All AKA calls are recorded, and students are able to submit questions in advance.
Also, you may join any of the AKA sessions for as long as you are subscribed to the course, even those after your initial enrollment semester ends.
Reviews
Excel Fundamentals Academy
Average Rating
4.36 / 5
Course Update Log
2021-12-14
First release of the course.
2021-12-20
Power Query Recipes Updates:
- Added a new recipe to section 20 – Reshaping Data:
- Pivoting Vertical Sets (Recipe 20.130)
- Updated existing recipes:
- Pivoting Stacked Data (Recipe 20.120) – name of the “Integer-Division” column updated to reflect new wording (was formerly “Integer-Divide”)
- Allocate over x Years from Start Date (Recipe 65.320) – the formula logic for the first period was corrected
- Random Numbers (Recipe 70.100) – note added that the recipe is now much easier with versions of Power Query released after October 2021
2022-03-31
Power Query Recipes Updates:
- Added a new recipe to section 00 – Best Practice Architectures:
- Quickly Setting Data Type of All Columns (Recipe 0.550.2203)
- Added a new recipe to section 70 – Miscellaneous:
- Choosing Columns vs Removing Columns (Recipe 70.130.2203)
- Updated existing recipe in section 30 – Combining Data:
- Cartesian Products (Recipe 30.120.2203)
2022-06-27
Power Query Recipes Updates:
- Added a new recipe to section 20 – Reshaping Data:
- Shift Non-Aligned Columns Left (Recipe 20.160.2206)
2022-09-28
Power Query Recipes Updates:
- Added a new recipe to section 20 – Reshaping Data:
- Unfill in Power Query (Recipe 20.170.2209)
2023-03-31
Power Query Recipes Updates:
- Added two new cards:
- Recipe 35.200 – Append all Tables in the Current Workbook
- Recipe 60.950 – Convert a Julian Date to a Gregorian Date
- Updated an existing card:
- Recipe 60.530 (Fiscal Period Columns for 13 x 4-Week Calendars) – corrected the Fiscal Quarter formula
2023-05-01
The original format of weekly 30-minute Q&A calls + monthly ‘Ask Ken Anything’ (AKA) calls replaced with twice-monthly AKA calls that are 2-hours each. This is to better accommodate new semesters kicking off each month instead of each quarter.
2023-10-06
Power Query Recipe Updates:
- The caution note on Recipe 10.100 – Split Records into Columns has been adjusted.
- The Power Query Academy lesson link on Recipe 10.105 – Split Records into Rows has been updated to go to the revised Splitting Columns lesson.
- The steps in Recipe 20.150 – Remove Top x (Dynamic) Rows have been completely revised to reflect a better technique for this date transformation.
2023-12-22
Power Query Recipes Update:
- Complete rewrite of Recipe 20.150 – Remove Top x (Dynamic) Rows to make it easier to build and avoid pitfalls related to defining your ‘dynamic value’ correctly.
2024-06-13
Course rebranded from Excel Fundamentals Boot Camp to Excel Fundamentals Academy. No changes were made to the course contents or pricing.
2024-06-28
Course Updates:
- New Semi Join lesson added to the Merging Data module
Power Query Recipes Updates:
- New recipes added to Section 30 – Combining Data:
- Left Semi Join – Recipe 30.117
- Right Semi Join – Recipe 30.118
- Recipe 30.100 updated to 9 Ways to Join Your Data