A comprehensive subject for finance and consulting professionals who run their work in Excel. Twenty‑nine courses and projects across nine tracks, from data manipulation and formulas through to financial modelling, valuation, Power Pivot and advanced DAX. Beginner to Advanced.
Every finance and consulting team lives in Excel. The gap between an analyst who's functional and one who's fast is mostly fluency: formulas, lookups, pivot tables, modelling and the Power Pivot stack. This subject takes a complete beginner through to advanced Power Pivot and DAX, with eight applied workplace projects to lock each level in.
See the learning outcomes →Open Excel for the first time in week one. Run advanced DAX in Power Pivot by the end. Skip ahead, jump in mid‑subject, or run it all top to bottom.
Workplace cases on retail expansion, sales compensation, infrastructure investment, real estate valuation and more. Skills practised on the kind of problems Excel actually shows up to solve.
Three dedicated tracks for finance teams: Modelling for Business, Investment Valuation and Simulation in Excel. Excel taken into the work that actually pays the bills.
Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical skills they can apply on the next client engagement, deal review or board pack.
Insert, edit, sort and shape data quickly. The everyday handling skills that take an analyst from clumsy to fast in their first week.
Excel EssentialsExcel's arithmetic, logical and finance functions, plus how to write, manipulate and audit your own formulas. From SUM to IRR and NPV.
Excel EssentialsThe data analysis toolkit every analyst reaches for. Lookup functions for big datasets, pivot tables for fast slicing, and the statistics that turn raw numbers into insight.
Data AnalysisCreate, format and edit charts that look professional and read clearly. Then assemble them into a sales dashboard from scratch.
Charts & DashboardsPricing models, forward‑looking models with scenario analysis, full valuation models for real estate and companies, plus Monte Carlo simulation for the questions where uncertainty matters.
Modelling & ValuationAutomate repetitive tasks with Macros, build a data model in Power Pivot, and analyse it with DAX from essential functions through to advanced time intelligence and filtering.
Power Pivot, Power Query & DAXThe Excel subject is built as nine tracks. Beginner essentials through advanced Power Pivot and DAX, with eight workplace projects threaded through and a dedicated finance, modelling and valuation stack. Pick a single track or run the full subject end to end.
The starting point. Data handling, formulas and the finance function library every Excel user needs in their first week.
Insert, edit, delete and sort data with confidence. Lightning‑fast navigation and the everyday handling skills that set every Excel user up for productive work.
Excel's most useful arithmetic and logical functions, plus how to write, manipulate and audit your own formulas. The heart of every Excel workflow.
Excel for finance professionals evaluating investment returns. Internal Rate of Return, Net Present Value and the other finance functions every analyst leans on.
A workplace project. Help a retailer expanding its operations identify the optimal locations for new stores using Excel.
Excel's full toolkit for text, time and dates. Clean and manipulate text entries, then run a time‑series analysis on a startup's dataset.
A workplace project. Help a fast‑growing catering startup analyse cost trends and pinpoint the spending that actually boosts revenue.
The analysis toolkit Excel was built for. Lookups, pivot tables and a first cut at statistics, with three workplace projects that put it all to use.
Find records in large datasets fast. Lookup functions, dropdown lists, search panels and the database moves every analyst leans on.
Pivot Tables let you search, filter and sort data at speed. The single most useful data analysis tool in Excel.
A workplace project. Help a solar panel manufacturer redesign sales compensation so the team performs.
A workplace project. Help a clothing retailer build sheets that surface the revenue and profit insights they're missing.
A workplace project. Help a trucking company build Excel models that adapt as data changes, keeping costs under control.
Simple statistics that increase your understanding of business performance. Easier than they look, and immediately useful.
Visualise the analysis. Charts that read clearly and dashboards that summarise the story.
Creating charts is one of the most common tasks in Excel. Learn how to create, format and edit charts so they look professional and read clearly.
Dashboards are the popular tool for summarising data and surfacing insight. Build a sales dashboard from scratch in Excel.
Build the model. From a first pricing model to forward‑looking decision trees and a workplace project on infrastructure investment.
An introductory modelling course. Build a pricing model from scratch, helping case‑study airline Zippy Airways maximise profitability.
SupraChem has a high‑risk technology project that needs investment. Build a forward‑looking model with decision trees and scenario analysis to support the call.
A workplace project. Help a local government analyse a major infrastructure project. Build a cash‑flow model with risks factored in, then make the recommendation.
Value the investment. Theory through to a full real‑estate valuation model, plus an applied case on valuing a stake in a private company.
Valuing investments can be daunting at first. Learn the basic theory and build simple Excel valuation models from the ground up.
Build your first full valuation model from scratch. The case: a downtown three‑bedroom apartment that's just come up for sale.
A workplace project. Help a small business investor evaluate a stake in a private company by building a five‑to‑seven‑year revenue and cost model.
Automate the repetitive. Macros that save time, no programming background required.
Macros automate tasks in Excel and save serious time, particularly with formatting. No programming background required to build them.
Excel's data‑model layer. Power Pivot, Power Query and the visualisations they unlock.
Power Pivot is Excel's data modelling tool. Learn the data model, then build Pivot Tables and Pivot Charts on top of it.
Go further with Power Pivot. Date tables, hierarchies, Power Maps and the visualisation options that go beyond plain Pivot Tables.
Power Query (or Get and Transform in Excel 2016) imports data from a range of sources and reshapes awkwardly formatted data ready for analysis.
The Power Pivot formula language. Essential functions through advanced time intelligence and applied business cases, ending with a workplace project.
DAX is Power Pivot's formula language, with strong overlap to Excel formulas. Start with the essential functions and the building blocks of every analysis.
The harder areas of DAX. Time intelligence, contexts, filtering and the underlying concepts that take a learner from intermediate to comprehensive.
DAX out in the wild. Common business applications that show how Power Pivot and DAX let you build more insightful charts and tables without leaving Excel.
A workplace project. Help an internet service provider clean its customer data, build a solid model and use it to fix a poor service experience.
Run the numbers many times over. Monte Carlo simulation built directly in Excel.
Monte Carlo simulation surfaces possible and probable outcomes by simulating a process many times over. Learn to build these simulations directly in Excel.
Excel sits inside Kubicle's wider library, alongside subjects on Power BI, Tableau, SQL, Visualization Fundamentals, Data Literacy, AI, financial modelling and project management. The most common starting point for finance and consulting teams getting their data work on a solid footing.
Try for Free →Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.
Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.
Learners build a portfolio of project work, not a list of completion certificates. Skills are practised on the kind of data they'll see on a real engagement.
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
Every course slots into a wider learning path. Pair Excel with Power BI, Tableau, SQL, Data Literacy or financial modelling as the team's needs grow.
Engagement and skill-gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.
Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.
These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.
More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.
45% of Kubicle learners apply newly-acquired skills daily, the difference between training that's watched and training that's worked.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.
Validated Reviewer
TotalEnergies
Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.
Try for Free →Anyone in finance and consulting who works in Excel, which is essentially everyone in audit, advisory, deals, tax, FP&A, corporate finance and risk. The twenty‑nine courses and projects are pitched at every level, from complete beginners through to analysts moving up to advanced Power Pivot and DAX. No prior Excel experience required to start.
Roughly thirty hours of content across fifteen courses and projects, worth 25.5 CPE/CPD credits. Most learners complete the full subject across six to ten weeks of casual study, picking the series that map to their role rather than running every item end to end.
No. Track 01 starts from data manipulation and basic formulas. Analysts already comfortable with Excel typically jump in at Lookups, Pivot Tables or the Modelling tracks; advanced users go straight to Macros, Power Pivot and DAX. The full subject runs end to end if a learner wants the complete picture.
Excel is a single subject inside the wider Kubicle library, which also covers Power BI, Tableau, SQL, Visualization Fundamentals, Data Literacy, AI literacy, financial modelling and project management. Most finance and consulting teams start with Excel and then add Power BI, SQL or Visualization Fundamentals to extend the toolkit.
Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Every course and project awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.
Yes, all three. Track 07 covers Power Pivot and Power Query end to end, including data modelling, Power Maps and the visualisation options that go beyond plain Pivot Tables. Track 08 covers DAX in Power Pivot, from essential functions through advanced time intelligence and an applied workplace project. Works with modern Excel (Microsoft 365 or Excel 2019 and later); Power Query is also available as Get and Transform in Excel 2016.
Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.
Kubicle is ISO 27001 certified, GDPR‑compliant, and undergoes regular third‑party penetration testing. Granular roles, SSO and audit logging are built in.
Of course. Send an enquiry and a learning advisor will scope the rollout, recommend the right starting point for your team, and put together a pilot proposal with a tailored quote.
Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through Excel (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.
