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Excel & Business Analyst Roadmap

Master Microsoft Excel โ€” the most used business tool in India. From MNC analyst roles to freelance dashboards, Excel skills are always in demand. Pair with SQL and Power BI for maximum impact.

3-4 months3-6 LPA โ†’ 15-30 LPA expected7 steps โ€ข 25 free resources
1

Excel Fundamentals

2-3 weeks

Master the basics: formulas, functions, formatting, charts, and data handling. Build a rock-solid foundation.

By the end, you'll be able to

  • Use essential formulas: SUM, IF, COUNTIF, AVERAGEIF
  • Create and format professional charts
  • Handle data: sort, filter, text-to-columns, remove duplicates
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Mini-project

Create a sales report from raw data: clean the data, calculate totals/averages, create 5 charts, and format it professionally.

2

Advanced Formulas

2-3 weeks

Level up: VLOOKUP, INDEX-MATCH, SUMPRODUCT, array formulas, nested IFs, and the new XLOOKUP, FILTER, SORT functions.

By the end, you'll be able to

  • Use VLOOKUP, INDEX-MATCH, and XLOOKUP
  • Write complex nested formulas
  • Use array formulas and dynamic arrays
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Mini-project

Build a grade management system: student data, attendance, marks from multiple sheets, weighted grades, and rank.

3

Pivot Tables & Data Analysis

2-3 weeks

Pivot tables are Excel's superpower. Master creating, customizing, and analyzing data with pivot tables, slicers, and calculated fields.

By the end, you'll be able to

  • Create and customize pivot tables
  • Use slicers and timelines for interactive analysis
  • Build calculated fields and items
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Mini-project

Analyze an e-commerce dataset with pivot tables: sales by region, product performance, monthly trends, and customer segments.

4

Excel Dashboards

2-3 weeks

Build interactive dashboards that impress. Combine charts, pivot tables, slicers, and conditional formatting into professional business dashboards.

By the end, you'll be able to

  • Design interactive Excel dashboards
  • Use conditional formatting for data visualization
  • Combine multiple data sources into one view
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Mini-project

Build an HR analytics dashboard: headcount, attrition, department-wise analysis, and trend charts with interactive slicers.

5

VBA & Macros

3-4 weeks

Automate repetitive work. Learn VBA programming: recording macros, writing code, creating UserForms, and automating reports.

By the end, you'll be able to

  • Record and edit macros for automation
  • Write VBA code for custom functions and procedures
  • Create UserForms for data entry applications
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Mini-project

Automate a monthly report: VBA macro that pulls data, cleans it, creates pivot tables, generates charts, and emails the report.

6

Power Query & Power Pivot

2-3 weeks

Handle big data in Excel. Power Query for ETL, Power Pivot for data modeling, and DAX formulas for advanced calculations.

By the end, you'll be able to

  • Transform data with Power Query
  • Build data models in Power Pivot
  • Write DAX formulas for advanced calculations
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Mini-project

Build a data model: combine data from 5 Excel files and a database, transform with Power Query, model in Power Pivot.

7

SQL & Power BI

3-4 weeks

Complement Excel with SQL for databases and Power BI for professional dashboards. This combination is the most common analyst toolkit in India.

By the end, you'll be able to

  • Query databases with SQL
  • Build Power BI dashboards and reports
  • Connect Excel, SQL, and Power BI in a workflow
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Mini-project

Build a complete analytics workflow: query data with SQL, transform in Power Query, model in Power BI, and present insights.

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Pick the path that fits you

Not sure if this is the right roadmap? Browse all our career paths and find the one that matches your goals.