Excel Certification

Excel Certifications

Excel University offers two Excel certification training programs. They are both designed to provide the Excel skills that can help you get your work done fast.

Excel University Graduate Certification

Once you complete the four Undergraduate courses, you earn the Excel University Graduate Certification. The Undergrad courses teach classic Excel features and functions for example, VLOOKUP, SUMIFS, INDEX, MATCH, PivotTables, Data Validation, Conditional formatting and more. Full topic list is below.

 

Excel University Masters Certification

Once you complete the two Masters courses, you earn the Excel University Masters Certification. The Masters courses teach more technical topics such as Power Query, Power Pivot, Power BI, table and graph design, and VBA/Macros. If you are comfortable with the Undergrad topics, you can enroll directly in the Masters courses. Full topic list is below.

 

Learn Excel and Earn a Certification

These certification programs are primarily about learning Excel. By earning the certification, you are able to display your skills to others and earn continuing professional education (CPE) credit if you need it. Combined, these six courses provide a comprehensive training experience that will help you be awesome at Excel and get your real-world work done fast. Displaying the certifications on your LinkedIn/Resume/CV will demonstrate your Excel proficiency to others.

Enrollment

Registration is open year-round, and the courses are delivered on-demand so you work at your own pace. You can enroll in the courses individually or in discounted bundles. Learn more or enroll:

Note: twice per year we open registration for an accelerated undergraduate program that combines all four undergrad courses. It is delivered on-demand just like the year-round courses, however, it also includes scheduled live Fast Track events to keep you moving through the program. If you’d like to be notified when the accelerated program is open, just subscribe to our blog.

Upon graduation, you’ll be able to do truly amazing things with Excel 🙂

Do Amazing Things with Excel!

After training at Excel University, you’ll use Excel to do amazing things…check it out:

 

Course Format

All Excel University courses contain lessons with on-demand lecture videos that you can watch on your own schedule. Each lesson also contains homework activities you can use to practice the topics discussed. There is a quiz to reinforce the content, and a lot of additional resources, including solutions, related blog posts, and written narrative.

Undergraduate Topics

The Undergrad curriculum teaches classic Excel features and functions, and is broken down into four courses.

  • Volume 1 (Freshman) covers the foundations needed to build reliable, recurring-use workbooks.
  • Volume 2 (Sophomore) demonstrates how to build efficient formula-based reports.
  • Volume 3 (Junior) digs into the details of PivotTables.
  • Volume 4 (Senior) illustrates how to create efficient internal-use workpapers.

Volume 1 – Freshman Year

  • Foundations
    • Selected Shortcuts
    • Named References
    • Tables
    • Data Validation
    • Conditional Formatting Basics
    • Better Summing
    • Skinny Row
    • Hide Worksheets
    • Highlight Input Cells
  • Workbook Organization and Principles
    • Workbook Organization
    • Worksheet Organization
    • Nested Functions
    • Selection Groups
    • Workbook Design Principles

Volume 2 – Sophomore Year

  • Conditional Summing
    • Conditional Summing Basics with SUMIFS
    • Remove Duplicates
  • Lookups
    • Lookup Basics VLOOKUP
    • Improving VLOOKUP with MATCH
    • Improving VLOOKUP with VALUE and TEXT
    • Moving Beyond VLOOKUP with INDEX
    • Trap Errors with IFERROR
    • The IF Function
    • List Comparisons
    • The ISERROR Function
    • Multicolumn List Comparisons with COUNTIFS
    • Indentation
    • Perform Lookups with SUMIFS
  • Date and Text Functions
    • Determine the Last Day of the Month with EOMONTH
    • Date Parts – MONTH and YEAR
    • Build Your Own Date with DATE
    • Concatenation Basics
  • Formula-based Reports
    • Improve SUMIFS with CONCATENATE
    • Dynamic Headers
    • Horizontal Reports
    • Mapping Tables
    • Data Validation and Reporting
    • Improving Error Check with Boolean Values and the Logical AND Function
    • Concepts Applied

Volume 3 – Junior Year

  • PivotTable Fundamentals
    • PivotTable Basics
    • Row Fields
    • Value Fields
    • Column Fields
    • Filter Fields
    • Updating Data
    • Groups and Subtotals
    • Value Formats
    • Report Type Comparison
  • Working with PivotTables
    • Options
    • Report Layout and Design
    • Multiple Value Fields
    • Calculated Fields
    • Calculated Items
    • Show Values As
    • Sorting
    • Filtering
    • Hybrid Reports with GETPIVOTDATA
  • Obtain > Prepare > Summarize
    • Web Data
    • External Data
    • Text Files
    • Data Preparation
    • Accounting System Data
    • Getting Graphic

Volume 4 – Senior Year

  • Features
    • Sorting & Filtering
    • Outlining
    • Formatting
    • Printing
    • Protecting
    • Hyperlink Feature
  • Functions
    • HYPERLINK Function
    • IF Alternatives
    • Lookup Functions
    • Text Functions
    • Date Functions
    • Insert Function
  • Techniques
    • Ribbon Review
    • Conditional Formatting Revisited
    • Names Revisited
    • Wildcards Revisited
    • Tables Revisited
    • Start Here Revisited
  • Applications
    • JE Preparation
    • Budget Ideas
    • Common Workpapers

Masters Topics

The Masters curriculum teaches technical Excel skills, and is broken down into two courses.

  • Masters 1 covers Power Query, Power Pivot, Power BI, and table and graph design practices.
  • Masters 2 demonstrates how to build macros with VBA (Visual Basic for Applications) to automate repetitive, routine tasks.

Masters 1

  • Power Query Topics
    • Get external data
    • Various transformations, including unpivot
    • Load to data model and table
    • Chain queries
    • Merge queries
  • Power Pivot Topics
    • Relationships
    • Measures (implicit / explicit)
    • Various DAX functions
    • Date (calendar) table
    • Data vs lookup tables
  • Power BI Topics
    • Getting external data
    • Modeling data and writing measures
    • Various visuals (matrix, table, column, bar, line, scatter, map)
    • Power BI desktop, service, mobile app
    • Slicers (and sync slicers)
  • Table and Graph Design Topics
    • Display type: selecting a table or graph
    • Chart design practices
    • How to feature key relationships graphically
    • Nominal (order not important)
    • Ranking (order matters)
    • Part-to-whole (contributions to whole)
    • Time series (over time)
    • Distribution (distributed over range)
    • Deviation (difference)
    • Correlation (vary in relation to each other)
    • Geospatial (locations)
  • Case Studies (practical applications of skills)
    • Sales manager (nominal)
    • Travel expenses for CFO (ranking, part-to-whole)
    • Year-end sales promotion (time series)
    • Budget vs actual (deviation)
    • We Collect 4U (distribution)
    • Employee surveys (correlation)
    • Donor state map (geospatial)
    • Dashboard

Masters 2

  • VBA Topics
    • Visual Basic Editor
    • Macro Recorder
    • Excel object model, properties, methods
    • Procedures, subs, functions
    • Collections
    • Variables, constants, scope, type, object variables
    • VBA functions, MsgBox, InputBox
    • Program flow, If Then, Exit, Labels, Select Case
    • Loops, collection loops, For Next, Do While
    • Error handling, On Error, Debugging, Watch/Locals
    • Copy cell, range, table
    • Charts, chart sheets
    • Performance, ScreenUpdating
    • Module variables
    • Workbook, worksheet loops
    • Names, StatusBar, variant/array, Split
  • Case Studies (practical application of skills)
    • Insert standard worksheet title
    • Insert the SUBTOTAL function
    • Prepare a workbook to deliver to staff
    • Apply standard PivotTable design
    • Apply standard chart design
    • Export journal entries
    • Update a set of budget workbooks
    • Create PDF reports from workbooks

CPE (Continuing Professional Education) Credit

Excel University is a NASBA-approved CPE sponsor, and as such, our courses are offered for CPE (Continuing Professional Education) credit for CPAs and other professionals who require it.

The Undergraduate courses earn a total of 55 CPE hours of QAS self-study continuing professional education credit. CPE is earned at the end of each course, as follows:

  • Volume 1 – 9 CPE
  • Volume 2 – 11 CPE
  • Volume 3 – 15 CPE
  • Volume 4 – 20 CPE

The accelerated graduate certification program offered twice per year earns 40 hours, as follows:

  • 6 CPE hours when you pass the Freshman exam
  • 12 CPE hours when you pass the Sophomore exam
  • 10 CPE hours when you pass the Junior exam
  • 12 CPE hours when you pass the Senior exam

The Masters courses earn a total of 46 CPE credits, as follows:

  • Masters 1 – 19 CPE
  • Masters 2 – 27 CPE (16 for part 1; 11 for part 2)

Even if you do not require CPE credit, you will benefit from the high quality standards to which we are bound. CPE sponsors are subject to numerous educational standards, and as a result, students enjoy the highest quality training experience available.

Enrollment Period

The enrollment period, as set by NASBA, is one year from the date of purchase. You have full access to all course material during the enrollment period, even after completing the exams and receiving your certification.

To support students after the enrollment period, we invite students to join the Excel University Alumni Association. This provides many resources and ebooks, including free access to the Resource Library. The Resource Library includes all of the videos and files from your Excel University courses, but without the CPE-related components such as the quizzes, exam, and certificates of completion.

FAQs

How can I display my certification?

You’ll receive a digital certificate and badge which may be displayed on your LinkedIn profile, resume, cv, or anywhere else. Instructions for adding the certificate to your LinkedIn profile are provided.

What is the cost?

We offer a variety of discounted bundles and group-enrollment discounts, so just check out our full course catalog for details.

Are the videos captioned?

Yes! All videos in the six Excel University courses are captioned in English.

How long do I have to complete the courses?

The total enrollment period is one year. You may complete the exams in any order at any time during the enrollment period. The one-year enrollment period is set by NASBA, and as a CPE sponsor, Excel University is bound by this term. We are unable to extend the enrollment period.

How long will it take me to complete the courses?

The amount of time you spend depends on your goals and experience level. On average, the number of CPE credits offered is a good indication of the number of hours it takes to complete each course. For example, Volume 1 is offered for 9 CPE credits, so on average, it will take about 9 hours to complete. But, our courses are truly on-demand, so you’ll work at your own pace during the enrollment period.

You may move quickly through familiar topics or features you may not use in your work. There may be topics that are new and very relevant, so you may decide to spend more time in these areas.

I have more questions!

Please contact me if I can answer any additional questions or provide any additional information.