Excel & Analysis
Excel is where the judgment-heavy work still happens: the forecasting, valuation and scenario work that needs a person reasoning through assumptions rather than a system refreshing a number. This track goes well past the basics — and into Power Query and AI assistance, so you can pull in real data and let the tooling handle the repetitive parts while you do the thinking.
Who it's for
Suits you if you care more about the reasoning inside a model than the plumbing underneath it, but still want to work with real data rather than what fits on one sheet. Start from formulas; no prior modelling experience assumed.
What you'll cover
Formulas and functions
Lookups, logic, and the handful of functions that carry most real analysis.
Power Query and pivots
Pulling in and cleaning real data sources, then summarising them — the same shaping work a data pipeline does, without code.
Financial modelling
Three-statement models, valuation, and structuring a workbook others can follow.
AI in the workflow
Using Copilot and LLMs for the repetitive parts — drafting formulas, explaining a sheet you inherited — while the judgement stays yours.
What you're working toward
Build a model from a blank sheet, feed it real data rather than a paste-in, and be able to defend every assumption in it.
Sound like your track?
You pick a path once you're in — nothing here is binding, and plenty of members end up touching both.