Test Environment Only
Role-Based Learning

Eight paths.
One for each role.

Each path is a curated selection of units from the full curriculum, grouped around a specific job role or business outcome. The M1 baseline (6 units) is mandatory in every path. Participants who have already completed M1 enrol at the lower 'without M1' rate.

Curated

A subset of the full curriculum, sequenced for one role.

12% off

Path pricing applies a 12% discount on the unit base rate.

M1 included

The Architecture Foundations baseline is built into every path.

Combinable

Two paths pair into a programme bundle for team coverage.

A
Path A · 18 units · ~3 days

The Financial Analyst

Build and maintain financial models, P&L reports, and management packs with confidence.

Finance, FP&A, accounting and commercial analysts who own or contribute to P&L models, budget vs actual reporting, and period-end management packs.

Anchors: M6A, M6B Prereq: Intermediate Excel
$1,265
With M1 baseline
or $845 without M1
B
Path B · 19 units · ~3 days

The Reporting Analyst

Turn raw data into polished, automated reports and dashboards that update themselves.

Reporting and business analysts who build recurring reports, dashboards, and management summaries from structured data.

Anchors: M2, M8A Prereq: Intermediate Excel
$1,340
With M1 baseline
or $915 without M1
C
Path C · 19 units · ~3 days

The Data Wrangler

Automate the grunt work. Connect, clean, and combine data sources with Power Query ETL pipelines.

Data analysts and systems analysts who import, clean, combine, and transform data from multiple sources before analysis.

Anchors: M5A, M5B Prereq: Intermediate Excel
$1,340
With M1 baseline
or $915 without M1
D
Path D · 21 units · ~3.5 days

The HR and Workforce Analyst

Build workforce models that handle Australian payroll, superannuation, and headcount planning with accuracy.

HR, workforce planning, and payroll professionals who build headcount models, salary costing, and workforce reporting.

Anchors: M2, M6A.5 SGC payroll Prereq: Intermediate Excel
$1,480
With M1 baseline
or $1,055 without M1
E
Path E · 19 units · ~3 days

The Sales and Revenue Analyst

Build pipeline trackers, territory models, and revenue dashboards that update in real time.

Sales operations, revenue operations, and commercial analysts who track pipeline, quota attainment, and revenue performance.

Anchors: M2, M7, M8A Prereq: Intermediate Excel
$1,340
With M1 baseline
or $915 without M1
F
Path F · 19 units · ~3 days

The Operations Analyst

Build operational models for logistics, supply chain, and project work that hold up under refresh.

Operations analysts, supply chain analysts, project analysts and scheduling analysts who model throughput, capacity and utilisation.

Anchors: M5A, M6B, M8A Prereq: Intermediate Excel
$1,340
With M1 baseline
or $915 without M1
G
Path G · 19 units · ~3 days

The Power User Upgrade

Modernise an experienced Excel user. Dynamic arrays, LAMBDA, AI-augmented patterns and a fresh architectural frame.

Senior Excel users with no formal analyst role; experienced analysts wanting a structured uplift to modern Excel; finance and operations leads supervising analyst teams.

Anchors: M2, M3, M4A, M9 Prereq: Intermediate-plus Excel
$1,340
With M1 baseline
or $915 without M1
H
Path H · 24 units · ~4 days

The BI Developer

Move into formal BI work. PowerPivot, DAX, dashboards, interactive controls, AI-assisted query.

BI developers, BI analysts, dashboard developers, and anyone moving into formal BI work. The deepest path in the catalogue.

Anchors: M7, M8A, M8B Prereq: Intermediate Excel
$1,690
With M1 baseline
or $1,265 without M1
Programme Bundles

Two paths. Whole-of-team coverage.

Programme bundles pair two complementary paths around a team archetype, at a 15% discount on the unit base rate. The M1 baseline is counted once across the bundle.

Programme 1 · Path A + Path B

Finance and Reporting Team

Mixed finance team. Modellers and report-builders working together on the same management pack. Typical FP&A teams need both a deep-modelling track (financial analysts) and a reporting track (management accountants).

Programme 2 · Path C + Path F

Data and Operations Team

Operations team that ingests external data plus builds operational models. Logistics, supply chain, and project management contexts where the same team is doing the data prep and the operational reporting.

Programme 3 · Path H + Path E

BI and Insights Team

BI and insights team building data models for sales and revenue analysis. Path H covers PowerPivot, DAX, and dashboards; Path E covers the sales and revenue domain models that get loaded into the dashboards.

Programme 4 · All 14 day-modules

Full Programme

Organisations rolling out Excel by Design as the standard analyst capability programme across multiple teams. The 25% discount makes this the deepest value tier in the catalogue — $4,500 ex GST total.

Next

Not sure which path fits?

A short conversation surfaces the role mix, the priority skills, and the industry context. We will return a written proposal with a recommended path or programme and an indicative schedule.

Request a path recommendation