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NOW TAKING ENQUIRIESTalk through your starting point, timing and fees

START WITH THE FOUNDATIONS · BUILD WITH GUIDANCE

Data Analytics
with AI.

Start with your first useful workbook. Learn advanced Excel, SQL and Power BI, then explain your findings with confidence. Use AI to help with work you understand and check.

THE LEARNING PLAN / WEEK BY WEEK

See the next step.
Understand why it matters.

Every week gives you a goal, practical work and something to discuss. Open a week to see the detail. Projects develop as your skills grow.

This is a suggested weekly learning sequence. Your starting point and practice may change the pace. Talk with us about the teaching schedule, time commitment and support before joining.

01

Weeks 1–7 / Start here

Excel & Advanced Excel with AI

Build spreadsheet confidence, progress to advanced Excel and use AI to help with analysis you can verify.

Starting requirements, topics & tools

Before you startBasic computer and file skills. You do not need programming experience.

  • Build an Excel foundation

    Work with tables, formulas, cell references and a workbook that is easy to follow.

  • Use advanced formulas

    Combine lookups, conditional calculations and text or date functions to solve reporting problems.

  • Clean and summarise data

    Use Power Query and PivotTables to prepare a source and build repeatable analysis.

  • Use AI and check the result

    Ask for help with a formula or an explanation, then verify the suggestion against your data.

Tools & conceptsExcel / Power Query / PivotTables / AI assistance

WEEK
01
Your first useful workbook

This week's goal

Get comfortable with files, workbooks, rows, columns and tables.

Your practical work

Open a small practice dataset, describe what each row represents and save a clearly named workbook.

Let's talk through it

What does each row represent, and how will you find this file again?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
WEEK
02
Formulas you can explain

This week's goal

Use formulas, references and common totals.

Your practical work

Build a simple report and explain how its formulas change when copied.

Let's talk through it

How does the formula change when you copy it to another cell?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
WEEK
03
Make messy data usable

This week's goal

Clean inconsistent text, dates and missing or duplicate data.

Your practical work

Begin Project 1 with a messy export; record the cleaning decisions.

Let's talk through it

Which changes are corrections, and which need a business decision?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
WEEK
04
Lookups and conditional calculations

This week's goal

Use conditional calculations and lookups.

Your practical work

Combine a lookup table with the report and investigate an unmatched record.

Let's talk through it

What happens if the lookup cannot find a matching record?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
WEEK
05
Summarise and answer a question

This week's goal

Summarise with PivotTables and appropriate charts.

Your practical work

Answer a business question; explain totals, percentages and the limitations of the source.

Let's talk through it

What question does the chart answer, and what does it leave out?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
WEEK
06
Refresh your report and check AI help

This week's goal

Make preparation repeatable with Power Query; use AI suggestions carefully.

Your practical work

Refresh the report with another file, check a suggested formula and explain why the output is credible.

Let's talk through it

How did you check the suggested formula against the data?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
WEEK
07
Project 1: review your Excel report

This week's goal

Review and revise the report with a new requirement.

Your practical work

Demonstrate Project 1, reconcile the totals and write short refresh instructions.

Let's talk through it

Can you refresh the report and reconcile the result yourself?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A monthly report you can trust
02

Weeks 8–14 / After spreadsheet foundations

SQL for Analytics

Use SQL, the language for querying database tables, to combine sources and answer business questions. Check what your query actually counts.

Starting requirements, topics & tools

Before you startFamiliarity with spreadsheet tables. Previous SQL experience is not required.

  • Write your first queries

    Select columns, filter rows and sort results to answer a specific question.

  • Combine related data

    Use joins and understand when they introduce duplicates or exclude records.

  • Calculate useful measures

    Group results and use analytical queries to compare periods, categories and trends.

  • Validate the answer

    Check missing values, row counts and totals before explaining the result.

Tools & conceptsSQL / Relational tables / Query editor

WEEK
08
Your first SQL queries

This week's goal

Understand tables and write SELECT, filtering and sorting queries.

Your practical work

Ask and answer simple questions in the query editor. Explain what a row represents.

Let's talk through it

Which rows does your query include and exclude?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
WEEK
09
Calculate a useful measure

This week's goal

Group data and calculate useful measures.

Your practical work

Compare categories and periods; explain the denominator in a percentage and the effect of missing values.

Let's talk through it

What does the denominator mean in your percentage?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
WEEK
10
Join data and check the totals

This week's goal

Join tables without multiplying the result accidentally.

Your practical work

Begin Project 2. Check row counts and totals before and after the join.

Let's talk through it

Did the join duplicate or drop any records?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
WEEK
11
Break a question into smaller steps

This week's goal

Break a complex question into smaller queries and reusable steps.

Your practical work

Build a readable analysis and explain each intermediate result.

Let's talk through it

Can you explain each intermediate result before combining them?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
WEEK
12
Read the numbers honestly

This week's goal

Understand averages, spread, sample size and missing data well enough to avoid a misleading conclusion.

Your practical work

Take a result from Project 2 and test it. Compare an average with a median, check how many records support it and look for what the number hides.

Let's talk through it

What could make this number misleading, and what would you tell someone about to rely on it?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
WEEK
13
Rank, compare and verify

This week's goal

Use window functions for rankings and period comparisons; review AI assistance.

Your practical work

Answer a trend question, inspect the suggested query and verify its result against a smaller example.

Let's talk through it

Does the AI-assisted query produce the right result on a small example?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
WEEK
14
Project 2: explain your SQL analysis

This week's goal

Review findings, query checks and communication.

Your practical work

Demonstrate Project 2 with a short business explanation and a practice SQL interview.

Let's talk through it

Can you defend your query and explain its business meaning?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A business question answered with SQL
03

Weeks 15–21 / After data preparation and analysis

Power BI with AI

Turn business data into a clear model, useful measures and a dashboard people can understand.

Starting requirements, topics & tools

Before you startComfort with spreadsheet data and basic analysis. SQL helps you work across the wider roadmap.

  • Prepare the source data

    Connect to data, clean it and plan how the report will refresh.

  • Build the model and measures

    Create relationships and use DAX, Power BI's formula language, to define calculations.

  • Design a readable dashboard

    Choose visuals that answer a business question and make the measures easy to interpret.

  • Check and explain the report

    Verify totals, test filters and review AI-assisted summaries against the underlying data.

Tools & conceptsPower BI / Power Query / DAX / AI assistance

WEEK
15
Bring data into Power BI

This week's goal

Connect and prepare data in Power BI.

Your practical work

Begin Project 3 from a written reporting requirement and record the preparation steps.

Let's talk through it

What needs cleaning before the data is used in a report?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear
WEEK
16
Build a model that makes sense

This week's goal

Build relationships and understand model structure.

Your practical work

Draw the model and explain how each table relates to the business question.

Let's talk through it

How do relationships affect the measures in the report?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear
WEEK
17
Write and check DAX measures

This week's goal

Define measures with DAX and understand filter behaviour.

Your practical work

Build a small set of measures; inspect them against known totals and a changed filter.

Let's talk through it

What changes when a user applies a different filter?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear
WEEK
18
Design a clear dashboard

This week's goal

Choose useful visuals and make a readable dashboard.

Your practical work

Demonstrate a report page with a clear question, sensible labels and a small number of useful visuals.

Let's talk through it

Can someone understand the main finding without your explanation?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear
WEEK
19
Refresh, validate and hand over

This week's goal

Validate, refresh and explain a report; check AI-assisted analysis.

Your practical work

Review a suggested DAX change or written summary, test filters and document refresh steps. Use practice data for any sharing exercise.

Let's talk through it

Can another person refresh the report and verify its totals?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear
WEEK
20
Project 3: present your findings

This week's goal

Present the analysis, handle questions and prepare applications.

Your practical work

Demonstrate Project 3, revise the dashboard after review, and practise a portfolio and interview walkthrough.

Let's talk through it

How would you respond if someone questioned your main finding?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear
WEEK
21
Your portfolio and application checkpoint

This week's goal

Consolidate the portfolio, application approach and next learning steps.

Your practical work

Revisit Excel, SQL and Power BI checks; complete a mock business discussion and a suitable application plan.

Let's talk through it

Which role requirements does your work demonstrate, and what needs more practice?

Use the feedback to revise your work. Revisit a smaller task if you need more practice before moving on.
A dashboard that makes the answer clear

YOUR PROJECT BRIEFS

Make something useful.
Know it well enough to explain it.

Follow the brief, check the result and handle a changed requirement. 21 educational briefs in this roadmap give each new skill a practical purpose.

PROJECT 01

A monthly report you can trust

Clean a messy export in Excel, reconcile the totals and build a useful report that can be refreshed next month.

Weeks 3–7

What you create

  • Excel workbook and formulas
  • Power Query preparation steps
  • Checked totals and refresh instructions
The next challenge

The next file has missing values and changed labels. Refresh the report and investigate any difference.

Practise explaining it

Explain the cleaning decisions, the calculations and how you checked the final numbers.

PROJECT 02

A business question answered with SQL

Combine sales and customer data to investigate a business question. Check what the query actually counts before explaining the finding.

Weeks 10–14

What you create

  • SQL analysis and validation queries
  • A clear description of the data
  • Findings with assumptions and limitations
The next challenge

Add repeat customers and unmatched records. Check whether the join changes the totals correctly.

Practise explaining it

Walk through the query and explain the finding to someone who does not use SQL.

PROJECT 03

A dashboard that makes the answer clear

Turn a reporting requirement into a Power BI model and dashboard. Define the measures, check the filters and explain the result.

Weeks 15–21

What you create

  • Data model and DAX measures
  • Readable Power BI dashboard
  • Validation and reporting handover notes
The next challenge

A business definition changes. Update the measure, test the filters and explain the impact.

Practise explaining it

Present a finding, answer a follow-up question and show where the supporting numbers came from.

WHEN YOU WANT MORE

Further projects,
once the foundations are yours.

Ordered from the most approachable to the most demanding. Take them on with guidance when the courses each one names are behind you.

StarterAfter Excel & Advanced Excel with AI

A tracker that catches its own mistakes

Record income and spending in a workbook that refuses impossible entries: a date in the wrong year, a category that does not exist, a total that no longer adds up.

What you makeA structured workbook, validation rules, a monthly summary and a check that flags anything inconsistent.

The question that tests it

Paste in a row that breaks a rule. Show what the workbook does and where the warning appears.

StarterAfter Excel & Advanced Excel with AI

One clean list from three messy ones

Combine three exports of the same people, with different spellings, spacing and duplicates, into a single list you would be willing to send an email from.

What you makeCleaning steps, a duplicate rule you can defend, the merged list and a record of what you removed.

The question that tests it

Two entries might be the same person, or might be two people. Show how you decided, and what it costs to be wrong either way.

StarterAfter Excel & Advanced Excel with AI

Two lists that should agree, and don't

Match a bank export against an invoice list, find the rows that appear in one and not the other, and explain each difference rather than forcing the totals to match.

What you makeA matching approach, an exceptions list, the reconciled total and a note on each unresolved item.

The question that tests it

The totals differ by a small amount. Show whether that is one large error or many small ones.

StarterAfter Excel & Advanced Excel with AI

What the survey actually says

Turn free-text answers into categories you can count, summarise the result and show the quotes behind each category so nobody has to take your word for it.

What you makeA coding scheme, categorised responses, a summary chart and the supporting quotes.

The question that tests it

Someone disagrees with a category. Show your rule and how many answers it moves if you change it.

IntermediateAfter Excel & Advanced Excel with AI

A published dataset that refreshes itself

Connect to a published dataset, shape it into something usable and set it to refresh, so your analysis stops depending on a file someone remembered to download.

What you makeA connection, repeatable preparation steps, a refresh schedule and notes on what to do when the source format changes.

The question that tests it

The publisher adds a column and renames another. Show what breaks and what survives.

IntermediateAfter SQL for Analytics

Find the customers you counted twice

Duplicates quietly inflate every total above them. Find them in SQL, decide which record wins, and measure how much the headline number changes once they are gone.

What you makeDetection queries, a merge rule, a before-and-after comparison and a list of cases needing a human decision.

The question that tests it

Your rule merges two genuinely different customers. Show how you would catch that before it reaches a report.

IntermediateAfter SQL for Analytics

Where people drop out

Follow people through the steps of a process and find where most of them stop. The hard part is not the query; it is deciding what each percentage is a percentage of.

What you makeStep-by-step counts, a stated denominator for each rate, a chart and a written finding.

The question that tests it

Someone skips a step and comes back later. Show how your query counts them, and whether that is what you intended.

IntermediateAfter SQL for Analytics

What that discount actually cost

Compare what was sold at a discount with what would probably have sold anyway, and give the business a number with the assumption written next to it.

What you makeA comparison approach, the revenue effect, the assumptions it rests on and a sensitivity check.

The question that tests it

Change one assumption. Show how far the answer moves, and say whether it still supports the same decision.

IntermediateAfter SQL for Analytics

Who comes back, and who does not

Group customers by when they arrived and follow each group over time. Retention answers a question a monthly total hides completely.

What you makeCohort query, a retention table, a chart and a written finding with its assumptions.

The question that tests it

A group looks worse than the rest. Show whether that is real or an artefact of a short observation window.

IntermediateAfter Excel & Advanced Excel with AI and SQL for Analytics

A monitor that catches bad data first

Checks that run with every refresh: row counts, duplicates, missing values and totals that should reconcile. It tells you before your stakeholder does.

What you makeA check suite, a results log, a failure alert and a note on what to do when a check fails.

The question that tests it

A source silently drops ten per cent of its rows. Show which check caught it.

IntermediateAfter Excel & Advanced Excel with AI and Power BI with AI

A monthly pack that builds itself

The reporting routine that took two days becomes a refresh: prepared sources, checked numbers and a pack ready to send.

What you makeRepeatable preparation, validation steps, a scheduled refresh and refresh instructions someone else can follow.

The question that tests it

Next month arrives with a renamed column. Show what broke, what warned you and what you changed.

AdvancedAfter SQL for Analytics

Why the report takes four minutes

Take a query everyone complains about, read what the database is actually doing, change one thing and measure. Understanding beats guessing at indexes.

What you makeA baseline measurement, the execution plan, one considered change and the measured result.

The question that tests it

Your change helps this query. Show what it costs elsewhere, because an index is never free.

AdvancedAfter SQL for Analytics and Power BI with AI

Did the change actually work?

Two versions ran, one looks better. Decide whether the difference is real, how confident you can be, and what you would tell someone about to spend money on it.

What you makeGroup comparison, the size of the difference, a stated uncertainty and a clear recommendation.

The question that tests it

The result is promising but the sample is small. Show what you would say, and what you would want before deciding.

AdvancedAfter SQL for Analytics and Power BI with AI

Agree what the numbers mean

Three teams report active customers and get three answers. Write the definitions down, show where each existing number came from and get to one agreed set.

What you makeA metric definition for each measure, its source, its known exclusions and a note of what changed once agreed.

The question that tests it

A previously published number no longer matches the new definition. Show how you would explain that to the person who used it.

AdvancedAfter Power BI with AI

One page, one message

Reduce a crowded dashboard to a single page that answers one question well. Deciding what to remove is the skill; adding visuals is not.

What you makeOne report page, the question it answers, the removed items and the reason each was cut.

The question that tests it

A stakeholder asks for a chart you deliberately removed. Show where that question is better answered instead.

AdvancedAfter Power BI with AI

One dashboard, different audiences

A performance report where each manager sees only their own region, built with row-level security instead of maintaining separate files.

What you makeA security model, roles, tested views for each audience and a handover note.

The question that tests it

Show that a regional user cannot reach another region's numbers, including through a filter.

AdvancedAfter SQL for Analytics and Power BI with AI

A forecast you can defend

Project next quarter from history, then show the range around it. A single confident number is usually the least honest answer available.

What you makeA baseline forecast, a stated range, the assumptions behind it and a comparison against what happened.

The question that tests it

Your forecast misses. Explain which assumption broke, rather than defending the number.

AdvancedAfter Power BI with AI

A market dashboard that shows its limits

Bring published market or sector data into a model and report the trend clearly, including what the data cannot tell you.

What you makeData model, trend measures, a readable report and a stated list of limitations.

The question that tests it

Someone reads a prediction into your chart. Show what the data supports and what it does not. This is an analysis exercise, not investment advice.

WHAT YOU HAVE, AND WHEN

You don't wait until week 21
to have something to show.

This is the complete road. Your work becomes worth showing long before the end of it, and the plan marks exactly where.

  1. Week 7

    A report that refreshes next month

    A cleaned source, reconciled totals and refresh instructions someone else can follow.

  2. Week 14

    A business question answered in SQL

    Joined data with checked totals, plus your first career checkpoint.

  3. Week 21

    A dashboard you can defend — start applying

    A model, measures you have validated and a finding you can present and be questioned on.

Where you start and how quickly you move depends on your experience and the time you can give it. Start applying when your work demonstrates what a role asks for, not when a week number says so.

YOUR WORK. YOUR NEXT OPPORTUNITY.

Prepare for the role.
Keep growing in it.

Build skills, put your work into words and prepare for opportunities. When you join a team, keep learning with people you can talk to.

  1. 01

    Build your evidence

    Bring together projects you understand. Write a clear CV and profile that reflect your actual experience.

  2. 02

    Practise the conversation

    Walk through your projects, answer follow-up questions and use mock interviews to find what needs practice.

  3. 03

    Start applying when ready

    Choose roles that match the skills you can demonstrate. Discuss application feedback and keep improving.

  4. 04

    Keep learning after you join

    Get educational guidance on unfamiliar work, asking useful questions and communicating your decisions.

STAY CONNECTED

Your learning can continue
beyond the course.

Bring a question. Share a useful approach. Work through an idea together. Our community is built around helping each other keep learning as our responsibilities grow.

Discuss and practiseWork through concepts, project decisions and interview questions together.

Learn from the next challengeTalk about general technical approaches using practice examples when discussing workplace questions.

Know what support includesTalk with us about the structured support period, group activities and ongoing community access before joining.

BEFORE YOU BEGIN

A few things
to talk through.

I've been preparing for government exams. Can I start here?

You can begin with the foundations in either roadmap. Start with basic computer and file skills, then work through small tasks with guidance. We can talk through your experience, interests and the practice involved before you choose a direction.

Do I need to take every course in a roadmap?

The sequence helps when you are building from the beginning. If you already have experience, read the starting requirements and talk with us about a practical starting point. Later courses build on the earlier skills; a familiar title alone is not a reason to skip the foundation.

Are the week numbers a fixed completion deadline?

This is a suggested weekly learning sequence. Your starting point and practice may change the pace. Talk with us about the teaching schedule, time commitment and support before joining.

How does AI fit into data analytics?

Use AI to help explain an Excel formula, review a SQL query, investigate a Power BI calculation or draft a summary. You still need to understand the work and check the result against the source data. AI assistance runs alongside the Excel, SQL and Power BI foundations.

Can I study while working, and what language are the calls in?

Talk with us about your available time, teaching language and the actual call schedule before joining. The learning plan includes independent practice as well as teaching and review. Ask about missed sessions and catch-up arrangements so you can judge the fit.

What does it cost, and why is there no price on the site?

Send us an enquiry first. We will talk through where you are starting, what you want to reach and which roadmap fits, and then discuss the price for the part you actually need. There is no checkout here on purpose: what suits someone starting from nothing is different from what suits someone already working in QA, and quoting one number to both would serve neither. Ask about the teaching schedule, the support included and any software, cloud or AI usage costs in the same conversation.

YOUR NEXT STEP

Tell us where you are.
Let's find your next step.

Share what you have been doing and what you would like to change. There is no checkout on this site on purpose: we would rather understand where you are before talking about money.

  1. 01Tell us where you are and what you want to reach.
  2. 02We get in touch and talk it through properly.
  3. 03Together we work out which roadmap fits, and where you should start.
  4. 04Then we discuss the price for the part you actually need.

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