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This document explains the Excel in 5 important stages which will take you from the
beginner to pro with free resources and certifications.
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Excel is not just “basic math & tables” – it’s a core skill for Data Analysts before moving into
SQL, Python, and BI tools. This roadmap is divided into levels, with concepts, free
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resources, and certifications at each stage.
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🔹 Level 1: Foundations
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Concepts:
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● Basic Formulas → SUM(), AVERAGE(), MIN(), MAX()
● Data Sorting & Filtering
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● Number & Date Formatting
● Data Cleaning (remove duplicates, trim spaces, find & replace)
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Free Resources:
● Excel for Beginners – https://www.excel-easy.com/
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Free Certifications:
● https://www.simplilearn.com/learn-ms-excel-free-training-course-skillup
🔹 Level 2: Intermediate Essentials
Concepts:
● Lookups: VLOOKUP(), HLOOKUP()
● Conditional Formatting
● Statistical Functions → RANK(), MEDIAN(), MODE()
Free Resources:
● Excel Formulas & Functions – https://exceljet.net/
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Free Certifications:
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● https://www.coursera.org/learn/excel-essentials
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🔹 Level 3: Data Analysis with Excel
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Concepts:
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● PivotTables & PivotCharts
● Basic Statistical Analysis → CORREL(), STDEV(), VAR()
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● Summarizing & Analyzing Data
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Free Resources:
● https://trumpexcel.com/creating-excel-pivot-table/
Free Certifications:
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● https://www.coursera.org/learn/excel-basics-data-analysis-ibm
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🔹 Level 4: Advanced Functions & Automation
Concepts:
● Power Query for Data Cleaning & Transformation
● Conditional Aggregations: SUMIF(), COUNTIF(), SUMIFS(), COUNTIFS()
● Advanced Lookups: XLOOKUP(), INDEX + MATCH, XMATCH()
Free Resources:
● https://www.excelcampus.com/category/powerquery/
● https://trumpexcel.com/xlookup-function/
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Free Certifications:
● https://www.classcentral.com/subject/vlookup
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🔹 Level 5: Expert / Analyst Level
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Concepts:
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● Forecasting & Trend Analysis
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● Dashboard Reporting (Interactive Dashboards)
● Power Pivot for Large Datasets
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● Advanced DAX Functions: CALCULATE(), FILTER(), RELATED(), ALL()
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Free Resources:
● https://chandoo.org/wp/excel-dashboards/
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Free Certifications:
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● https://www.coursera.org/learn/from-excel-to-power-bi
✅ Final Note
👉 Once you master Level 5, you’ll be ready to move into SQL, Python, and BI tools
(Power BI / Tableau) for full-scale Data Analytics.
👉 Excel also plays a huge role in interviews for Data Analyst jobs – recruiters often test
your lookup, pivot, and dashboard skills.
BONUS - FREE EXCEL TIPS EBOOK -
https://trumpexcel.com/creating-excel-pivot-table/#below-title
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Thank You for reaching out till here, Happy Learning
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