← NewGenJobs Academy

Business careers · Early access

Excel & Business Reporting

Turn operational data into accurate spreadsheets, clear dashboards and useful recommendations.

Turn operational data into accurate reports, clear dashboards and trustworthy recommendations.

30–38 hours to completeBeginner to intermediate20 modulesCompletion certificate

About this course

A hands-on programme for administrative, operations and analyst-support roles. Move from messy source data to formulas, checks, summaries, charts and stakeholder-ready reporting without overstating what the numbers mean.

Career relevance

Where this can take you

Useful for reporting administrator, operations analyst, finance support and business-support roles.

Portfolio project: Build an operational reporting pack: data dictionary, quality checks, dashboard outline and decision memo.

Skills you will gain

Practical skills, not just theory

FormulasLookupsPivot tablesDashboard designReporting

What you will learn

01

Build clean, structured sheets with reliable formulas.

02

Use lookups, filters, pivots and validation checks appropriately.

03

Create readable reports and dashboards for a decision question.

04

Explain findings, data limitations and next actions professionally.

Built in private

A proper, guided course experience

Every module contains four paced lessons: core learning, workplace scenario, professional reflection and an applied decision lab. Learners complete practical workshops and portfolio evidence before the scored final assessment. Course materials remain locked until launch.

01

Reporting purpose and data structure

Start with the decision question, source data and reporting audience.

Four guided lessons + applied workshop · Coming soon

02

Spreadsheet foundations and formatting

Build clean tables, consistent formats and meaningful labels.

Four guided lessons + applied workshop · Coming soon

03

Formulas and error checking

Use calculations, references and checks without hard-coding results.

Four guided lessons + applied workshop · Coming soon

04

Lookups and data relationships

Connect records carefully and identify matching-key limitations.

Four guided lessons + applied workshop · Coming soon

05

Data cleaning and validation

Find duplicates, blanks, inconsistent formats and outliers.

Four guided lessons + applied workshop · Coming soon

06

Filters, pivots and summaries

Turn detail data into useful grouped analysis.

Four guided lessons + applied workshop · Coming soon

07

Charts and dashboard design

Choose visualisations that answer a stakeholder question clearly.

Four guided lessons + applied workshop · Coming soon

08

Writing an evidence-led report

Separate observation, analysis, recommendation and limitation.

Four guided lessons + applied workshop · Coming soon

09

Automation and repeatable templates

Create controlled refresh routines and reusable report structures.

Four guided lessons + applied workshop · Coming soon

10

Quality assurance and version control

Review formulas, access, definitions and approved copies.

Four guided lessons + applied workshop · Coming soon

11

Portfolio lab: operational dashboard

Build a dashboard outline, data dictionary and decision memo.

Four guided lessons + applied workshop · Coming soon

12

Final reporting capstone

Deliver a complete reporting pack with analysis, visuals and recommendations.

Four guided lessons + applied workshop · Coming soon

13

Extended workplace case study

Work through a realistic multi-step brief, make decisions with incomplete information and document a controlled response.

Four guided lessons + applied workshop · Coming soon

14

Advanced practice studio

Produce a stronger version of your practical artefact using feedback criteria, quality checks and a clear revision process.

Four guided lessons + applied workshop · Coming soon

15

Portfolio and career translation

Turn your learning into interview-ready evidence, a portfolio case study and a clear description of your contribution.

Four guided lessons + applied workshop · Coming soon

16

Professional mastery review

Bring the full programme together through a final scenario, evidence review, reflection and next-step development plan.

Four guided lessons + applied workshop · Coming soon

17

Excel & Business Reporting industry application lab

Apply excel & business reporting methods to a realistic sector brief with competing priorities, incomplete information and professional constraints.

Four guided lessons + applied workshop · Coming soon

18

Operational delivery and professional handover

Coordinate a complete delivery workflow, maintain the records another person needs and explain how versions, permissions, quality checks and handover are managed.

Four guided lessons + applied workshop · Coming soon

19

Decision simulation and stakeholder review

Respond to a realistic decision point, weigh evidence and trade-offs, then prepare a clear stakeholder update and escalation path.

Four guided lessons + applied workshop · Coming soon

20

Portfolio defence and development roadmap

Present your strongest learning evidence, answer challenge questions, identify a development gap and plan the next credible learning step.

Four guided lessons + applied workshop · Coming soon

Assessment and certificate

A spreadsheet-reporting case and final knowledge assessment. It is tool-agnostic and does not certify Microsoft Office proficiency.

Who this is for

  • Administrators and coordinators responsible for spreadsheets.
  • Aspiring reporting and operations analysts.
  • Job seekers who need strong Excel evidence.