Excel → Insight Course
Learn How to Move From Spreadsheets to Stories Leaders Use
This focused track shows you how to turn busy Excel sheets into clear, decision-ready stories — without becoming “the dashboard person”. It’s the skills layer of the GVB Data Analytics Hub™.
Part of the Global Visibility Blueprint™ — built for analysts who want credibility, not just more tools.
Who This Excel → Insight Course Is For
You work with numbers already — in Excel, Sheets, dashboards, or exports — but you want to be taken seriously when decisions are being made. You don’t want to become a full-time data scientist; you want to be the analyst leaders trust.
- Business / commercial analysts who report weekly numbers.
- Sales & revenue analysts who support regional or zonal leaders.
- Operations & customer experience teams who live in Excel.
- Managers who must explain performance in slides and reviews.
- Any professional who wants to move from “updating sheets” to influencing decisions.
By the End of This Course, You Will Be Able To…
- Frame clear business questions at the top of every sheet.
- Design tables leaders can understand in one glance.
- Write one-line insights that explain what changed and why it matters.
- Turn busy Excel output into a single decision-ready story.
- Connect your work to the bigger GVB Data Visibility path and certification.
Course Structure — Excel → Insight Lessons
The full track follows the same ladder as the GVB Data Analytics Hub. Below are the lesson titles you’ll see in the Excel → Insight Course.
- Why Most Reports Don’t Change Decisions (And How to Fix That)
- From Raw Sheet to Clear Question: Framing the Business Problem
- Designing Tables Leaders Can Read in One Glance
- One-Line Insights: Explaining What Changed and Why It Matters
- Excel → Insight Track: Building Your First Decision-Ready Sheet
- Turning Insights into Options: The CCC Decision Story Framework
- Putting It Together: From Spreadsheet to Slide in One Flow
Preview the Excel → Insight Track
Before the full cohort opens, you can walk through three free previews already live in the Data Hub page.
Find your biggest gap: understanding, storytelling, credibility, clean data, or leadership alignment.
See how one busy sheet becomes a focused view that answers a single business question.
Use the CCC framework — Context, Change, Consequence — to turn insight into one clear next step.
Where This Course Sits in the Data Visibility Path
The Excel → Insight Course is the skill-building layer between basic reporting and the full Data Visibility Cohort + Certification.
- Step 0: 1-Click Data Visibility Diagnostic.
- Step 1–3: Excel → Insight Course (this page) — design, insight, decision story.
- Step 4: Live cohort — dashboards, portfolio, leadership alignment ritual.
- Step 5: GVB Data Visibility Certified™ — Level 1.
- Step 6: Career outcomes — credibility, promotion visibility, leadership trust.
Start Your Excel → Insight Journey
Begin with the free previews today, then join the first Data Visibility cohort when it opens. You’ll move from reporting numbers to designing insight your leaders can trust.
Excel → Insight Course
Learn how to move from reporting numbers to designing insights leaders can trust and act on. This course is part of the GVB Data Analytics Hub™ — designed to help analysts turn raw data into decision-ready stories.
Notify Me When Full Course Goes Live →Module 1 — Excel Foundations for Analysts
- The Analyst Mindset: Accuracy, Clarity, Insight
- Essential Excel Settings Every Analyst Should Enable
- Structuring Raw Data for Clean Analysis
- Naming Ranges, Tables & Models for Consistency
- Working With Dates, Text, and Categorical Fields
Module 2 — Core Excel Analysis Skills
- The 10 Functions Every Analyst Must Master
- Lookup Skills (XLOOKUP, INDEX/MATCH, FILTER)
- Aggregation That Matters (SUMIFS, COUNTIFS, AVERAGEIFS)
- Conditional Logic for Insight (IF, IFS, SWITCH)
- Cleaning Data at Scale (TRIM, CLEAN, SUBSTITUTE, TEXT Functions)
Module 3 — Designing Tables Leaders Can Trust
- The Business Question Rule
- Building One-Glance Tables
- Designing for Attention (Formatting That Guides the Eye)
- Highlighting What Matters (Conditional Formats Done Right)
- Removing Noise That Hides Insight
Module 4 — From Calculation to Insight
- Insight Extraction: The One-Line Rule
- Identifying Trends, Outliers, and Patterns
- Turning Metrics Into Messages
- Story-Based Formula Design
- Prepping Your Sheet for Leadership Review
Module 5 — Excel → Insight Templates
- KPI Breakdown Template (Before & After)
- Variance Analysis Template
- Growth & Churn Template
- Profitability & Efficiency Template
- Weekly Performance Table Template
Module 6 — Analyst Storytelling With Excel
- Context → Insight → Next Step Framework
- Building a One-Slide Summary From Excel
- Turning Your Sheet Into a Decision Narrative
- Reducing 20 Rows Into One Leadership Sentence
- Insight Quality Checklist for Analysts
Module 7 — Excel Automation Essentials
- Quick Macros for Repetitive Tasks
- Using Power Query for Clean Data Imports
- Refreshable Dashboards 101
- Automating Reports Without Breaking Them
- Output Controls & Error-Proofing
Module 8 — Executive-Ready Deliverables
- Designing Leadership Dashboards (Minimalist Approach)
- Table vs. Chart: Knowing What to Use
- Building a Clean Insight Summary Box
- Preparing Files for Busy Executives
- What Leaders Actually Look For in an Excel File
Module 9 — Final Project (Excel → Insight)
- Choose a Business Question
- Build the One-Glance Table
- Extract the One-Line Insight
- Create the Decision Narrative
- Present Your Insight for Review
Module 10 — Analyst Certification
- Excel Skills Assessment
- Business Question Assessment
- Insight Extraction Assessment
- Decision Story Assessment
- Analyst Portfolio Submission
This course is part of the GVB Data Analytics Hub™. Early access will be announced via the Freebies Hub.
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