Excel University Preview
My name is Jeff and I’m glad you are here! I’d like to provide a quick preview of Excel University.
What is our goal?
Help people learn how to use Microsoft Excel to get their work done faster.
Why is that our goal?
Because we are all too busy. Too stressed. We have more work than time. Excel is the solution. It can help us get our work done faster … often by a full unit-of-measure:
- 1 week > 1 day
- 1 day > 1 hour
- 1 hour > 1 minute
That is what happened to me: a 2 week process became a 2 day process when I figured out how to apply the power of Excel.
How do we accomplish our goal?
We need to equip you with 2 things: an Excel Framework and core Excel Skills. Let’s take them one at a time.
Excel Speed Loop Framework
The idea of a “framework” just means that apart from Excel skills, we need to focus on the way we approach our Excel workbooks in order to get our work done faster.
I’ve formalized the process I used to get the monthly 2 week project down to 2 days. I call it the Excel Speed Loop. I think about it like this:
The Speed Loop provides an organized and specific method for approaching your workbooks to get them done faster. If you’d like to learn more, check out the following page which includes an overview as well as a free on-demand webinar, Excel template, and Implementation Guide PDF:
Now that we understand the overall process that is used to save time, we need to increase core Excel skills.
Core Excel Skills
Since Excel is used by millions of people to do many different things, the exact skills we all need vary based on the type of work we do. But, there are common skills that most Excel users need.
If we think about our Excel journey, we can visualize it as an arrow with various Excel skills we’ve learned along the path. For example:
There is no universal order in which people learn Excel skills. Some may learn VLOOKUP before PivotTables. Some will learn PivotTables before SUMIFS. And so on. But in general, as you increase your Excel knowledge by learning more skills, you gain the ability to transition from doing things manually to doing things the automated way.
In terms of our courses, we do teach skills in a very specific and intentional order. We actually spent a lot of time planning out the ideal order. It looks something like this:
Custom Learning Plan
We’ve developed an Excel Skills survey to help students identify where they are and some helpful next steps. Of course people learn skills in different orders, so we had to generalize. If you’d like to take the skills test, it will provide you with some suggested “next steps” for specific Excel skills we’d recommend, and the related resources to learn them.
Wherever you are on your journey, we have resources that can help. Let’s talk about how to accumulate additional Excel skills.
Accumulating Excel Skills
We have tons of resources to help you accumulate new Excel skills. Most are free and some are paid.
The free resources include blog posts, videos, articles, and webinars. In general, these resources are created as isolated, independent, stand-alone topics. Over the years, they’ve been released in a random order. These are great if you want to dig into individual skills.
The paid resources are our courses and monthly campus pass. The topics are introduced in a very intentional order. We believe the specific topic sequence is the optimal order to learn Excel skills.
Let’s review each of these resources.
These are our formal articles published in various magazines. There are more than 40 to check out, but here are a few we’d recommend:
- Journal of Accountancy – Mapping Tables
- Wisconsin Institute of CPAs – SUM No More
- California CPA Magazine – Top 10 Excel Skills
And here is the full list in case you want to peruse them all:
In addition to these formal, published articles … we also write informal articles called “blog posts” 🙂
These are designed like mini-tutorials. Most have sample files you can use to practice and many offer a video demonstration. Here are a few popular posts:
- VLOOKUP on Multiple Criteria Columns
- Conditional Formatting Based on Another Cell
- Retrieve Values from Many Workbooks
Here is a list to all of them:
Note: on the right side of any blog post, you’ll see a list of Topics. Just click the topic you’d like to learn more about to filter the list accordingly.
Conferences and Podcasts
I’m often invited to speak at conferences or to give an interview. I love doing these. Here is a recent podcast of top Excel experts, and I was honored to be invited to participate:
If you are ever at a live conference where I’m doing a talk, please be sure to say hi … I’d love to meet you in person!
Our Excel courses are modeled after formal university courses … complete with lecture videos, homework and quizzes. They are provided on-demand, so you work at your own pace and schedule. After teaching Excel in just about every possible delivery format, this is the most effective way for me to teach and for students to learn Excel.
We offer 4 “undergrad” courses which teach classic Excel topics, and we recommend most students start here. We offer 2 “masters” courses which cover more technical topics such as Power Query, Power Pivot, and VBA/Macros. You earn a certification when you complete the undergrad and masters programs.
If you need Continuing Professional Education, these courses qualify for CPE credit as Excel University is a NASBA CPE Sponsor.
Courses start at $89, and you can check out our full course list here:
We offer a free mini-course in case you’d like to check it out.
In addition to Courses, which are offered for CPE credit, we offer an affordable monthly option called a Campus Pass.
Our Campus Pass includes the materials from the 6 courses above, plus uses extreme gamification to make it the most fun you can have learning Excel. It is offered on a monthly basis, and there are no contracts so you just cancel when done.
If you aren’t sure what the term “gamification” is, it just means using game-like elements to make the training more fun … more like a game. Here is a link to a webinar replay in case you’d like to learn more:
Here is a link to our YouTube channel which contains various tutorials and webinar replays. If you decide to check it out, be sure to subscribe so you won’t miss out on any new videos:
We host several free webinars during the year, some are live and some are delivered on-demand. We email webinar invitations to our blog subscriber list. If you’d like to check out the current free webinar, just head here:
Why do I do this?
Why do I do all of this? Simple … I love Excel and enjoy helping others use it more effectively.
If you’d like to read more about how Excel University was started, check out our origin story here:
I hope you are able to learn a lot here at Excel University. I also hope that the things you learn will help you get your work done faster!
Please contact me anytime I can help … thanks!