Engineering data

Excel for Engineers: Formulas, Data and Dashboards

Use Excel for engineering data: Tables, formulas, lookups, PivotTables, Power Query and dashboards, ending in a shift-report workbook.

Excel for Engineers: Formulas, Data and Dashboards is a free, self-paced online course from EDWartens for engineers, technicians and job seekers who work with readings, logs and plant data. It has 13 modules and takes about 12.1 hours, with written notes, a practice task per module, a practical project and a final assessment of 15 questions (pass mark 60%). Learning costs nothing and needs only a free account. The optional EDWartens Certificate of Completion, verifiable by code, is a one-off US$23.99 for you; it is not a vendor credential. Updated 1 November 2026.

  • Free
  • Beginner
  • 12.1 hours
  • Self-paced
  • Certificate optional
  • Lab practice in your browser

No card, no trial. The course is free for good. Certificate US$23.99, optional.

Who it is for
Engineers, technicians and job seekers who work with readings, logs and plant data
Jobs
Roles that use this skill: data analyst, data engineer, reporting analyst and business intelligence developer. No course guarantees a job.
Tools
Microsoft Excel for Windows or Mac from Microsoft 365, or Excel 2021 or 2024. Excel for the web (free with a Microsoft account) covers most modules. Dynamic arrays need Microsoft 365, Excel 2021 or later; LAMBDA and TEXTSPLIT need Microsoft 365 or Excel 2024; Power Query folder imports and the shift-report project are written for Excel for Windows; Mac has fewer Power Query features, and macros do not run in Excel for the web. Copilot is not needed for any part of the course. Hardware: A Windows or Mac computer. A second monitor helps but is not needed.
Updated
Excel for Engineers: Formulas, Data and Dashboards course cover
Excel for Engineers: Formulas, Data and Dashboards course cover

After this course you can

By the end you will be able to:

  • Set up engineering data as Excel Tables
  • Flag readings against tolerances with IF and conditional counts
  • Look values up with XLOOKUP and INDEX-MATCH
  • Summarise downtime with PivotTables
  • Import and combine CSV and PLC log files with Power Query

Who it is for, and what you need first

Who it is for

Engineers, technicians and job seekers who work with readings, logs and plant data.

Level: Beginner. Beginner to intermediate. For engineers, technicians, students and job seekers. You need to be able to use a computer and do basic arithmetic; no Excel experience is assumed, and experienced users can move quickly through the first modules.

What you need

Software: Microsoft Excel for Windows or Mac from Microsoft 365, or Excel 2021 or 2024. Excel for the web (free with a Microsoft account) covers most modules. Dynamic arrays need Microsoft 365, Excel 2021 or later; LAMBDA and TEXTSPLIT need Microsoft 365 or Excel 2024; Power Query folder imports and the shift-report project are written for Excel for Windows; Mac has fewer Power Query features, and macros do not run in Excel for the web. Copilot is not needed for any part of the course..

Hardware: A Windows or Mac computer. A second monitor helps but is not needed.. What to download, and how.

How this course works

  1. Watch the lessons

    Short video lessons, one module at a time, at your own pace.

  2. Read the notes

    Open the Reading tab for the written notes and diagrams of the module.

  3. Practise in the 3D labOptional

    Try the module in the free 3D lab, in your browser.

  4. Check yourself

    Answer the questions to see what stuck before you move on.

  5. Final assessment

    Pass the final once you have been through the modules.

  6. Certificate, if you want oneOptional

    Optional, with a page anyone can use to verify it.

What you learn

13 modules in order, at your own pace. 12.1 hours of video lessons, with written notes and a practice task in each module.

  1. 1The Excel workspace, clean data entry and Tables27m
  2. 2Cell references and core formulas43m
  3. 3IF, logic and conditional counts1h 8m
  4. 4Lookups: XLOOKUP and INDEX-MATCH, with lab practice: 45m
  5. 5Cleaning text, dates and times, with lab practice: 1h 16m
  6. 6PivotTables for plant data, with lab practice: 41m
  7. 7Charts for engineering data30m
  8. 8Power Query: importing CSV files and PLC or SCADA logs, with lab practice: 32m
Show the other 5 modules
  1. 9Conditional formatting and data validation37m
  2. 10Dynamic arrays, LET and LAMBDA49m
  3. 11Building an engineering dashboard44m
  4. 12Macros, and the shift-report workbook19m
  5. 13Final Assessment16m

Software you need

What to download, where from, what it costs and how to install it. Every link goes to the maker's own site, never a mirror.

Excel for the web is free and covers most modules. Power Query folder imports and the macro module need the desktop app (Microsoft 365, or Excel 2021 or 2024); TEXTSPLIT and LAMBDA need Microsoft 365 or Excel 2024. Copilot is not needed.

Show what to download (1 tool)

Required

  1. 01

    Microsoft Excel

    Microsoft

    Free web version with limits
    Runs on
    Excel for the web in any modern browser; desktop apps for Windows and macOS with a Microsoft 365 subscription
    Account
    A free Microsoft account

    Excel for the web is free with a Microsoft account and 5 GB of cloud storage. The desktop app comes with a paid Microsoft 365 subscription, which offers a free trial. Python in Excel is not available on free licences, and fuller Copilot features need an eligible paid plan.

    Alternatives

Checked against each maker's own page on 27 September 2026. Trial lengths and editions change; the maker's page is the final word.

Practise in the 3D lab

Practise the data half of the course in the lab: clean a messy downtime export with steps you can run again, make the pivot, and join a reference table, the same ideas as Power Query and PivotTables.

Train and testWatch

Optional. Skip it whenever you like: it never blocks your progress or your certificate.

Course project, about 10 hours

A shift-report workbook for a packaging line: SCADA log import, downtime analysis, dashboard and one-click report

Build the workbook a production engineer opens every morning. It imports two folders of daily SCADA exports with Power Query, works out downtime and availability, and shows them on a one-screen dashboard. One button refreshes everything and saves the PDF report. The sample pack shows each document for Line 2 of a bottling plant in Rotterdam.

This project at a glance
  1. 6documents in the pack
  2. 7steps to follow
  3. 7things to hand in
  4. 10 hof work, at your pace
  • PlanWorkbook specification: Line 2 shift report
  • Tag listTag list and data dictionary: Line 2 daily SCADA export
  • RegisterCalculation register: KPI formulas and hand checks for 30 Sept 2026
  • Test reportWorkbook verification record before first use
  • ProcedureDaily procedure: producing the Line 2 shift report
  • ReportShift report: Line 2, 30 Sept 2026

The project is optional practice. The certificate needs only the modules and the final assessment.

After the course, your next step

Show what you can do, then keep going in the same field.

Sample EDWartens Certificate of Completion for Excel for Engineers: Formulas, Data and Dashboards

Sample. The issued certificate carries your name, your final score, a certificate ID and a QR code that opens its verification page.

Optional

A certificate you can verify

Finish the modules and pass the final assessment (15 questions, pass mark 60%) and you can add a certificate with a public verification page. One-off, US$23.99 for you. It is not a vendor credential.

Want a free certificate? Do the matching Free internship: 4 weeks, nothing to buy, with a free certificate of completion.

Two people at laptops over a table covered with pie charts and printed results.
Free · 4 weeks · free certificate

Data Science and Analytics

Eight short weeks of data analysis from spreadsheets to Python, SQL, dashboards and a first model: notes, diagrams, a few videos and worked exercises. Finish weeks 1 to 4 and the final, then claim a free Internship Completion Certificate with your real dates and study hours, and a QR code anyone can scan to verify it. Training, not employment.

See the internship

Roles that use this skill

  • Data analyst
  • Data engineer
  • Reporting analyst
  • Business intelligence developer

These are the kinds of roles where the skill is used. We make no promise of a job or an interview.

Plain notes

  • Free: the whole course, the notes, the practice tasks, the final assessment and support from practising engineers.
  • Paid, and optional: the course certificate, and the Engineer-verified internship (the Free internship costs nothing).
  • No job promise: the course teaches a skill. It does not place you in a job.
  • Lessons by: Kevin Stratvert, Leila Gharani, excelisfun, Chandoo, MyOnlineTrainingHub, EngineerExcel. Independent creators; the lessons stream from their own channels. EDWartens wrote the study plan, notes, practice tasks and assessments.

Kevin Stratvert · Leila Gharani · excelisfun (Mike Girvin) · Chandoo · MyOnlineTrainingHub (Mynda Treacy) · EngineerExcel · David McLachlan · Up4Excel · Steven Bradburn · Technology for Teachers and Students · Kenji Explains · Microsoft. If you are one of these creators and want a lesson removed or credited differently, write to info@edwartens.com.

Practise what you learn in the free 3D lab

Technical work is judged on what you can do: wiring, commissioning, finding a fault. Doing a task yourself teaches more than watching it a second time, and a lab lets you try it safely before you meet real equipment. It does not replace working on real hardware.

  • Practise safely, so a mistake costs nothing.
  • The lab checks your work like a site test, so you know when it is right.
  • Free, in your browser, with nothing to install.

Why learn with EDWartens

What you get with this course, and what comes after it.

  • Free from the first lesson to the final assessment.
  • Practice in a free 3D lab in your browser, with nothing to install.
  • Video lessons with written notes and a project.
  • An optional certificate that anyone can verify online.
  • Free internships to keep practising afterwards.

Common questions

Who is the Excel for Engineers: Formulas, Data and Dashboards course for?

Engineers, technicians, engineering students and job seekers who work with readings, test results, downtime logs or exports from PLC and SCADA systems. No Excel experience is assumed.

How is this different from a general Excel course?

The lessons come from well-known Excel teachers, but every worked problem, practice task and question uses engineering data: tolerances, calibration points, tag paths, shift logs, downtime reasons and CSV exports from control systems. There are no invoices or sales figures.

Do I need Microsoft 365 or Copilot?

No. Excel for the web is free with a Microsoft account and covers most modules; Excel 2021 or 2024 covers almost everything. Power Query folder imports and the shift-report project are written for Excel for Windows. Mac has fewer Power Query features, and macros do not run in Excel for the web. Copilot in Excel needs a Microsoft 365 plan that includes Copilot, and nothing in the course depends on it.

Is this Microsoft Office Specialist (MO-200) preparation?

No. It is a practical course for engineering work, not preparation for a Microsoft exam, and EDWartens is not affiliated with Microsoft.

Is the Excel for Engineers: Formulas, Data and Dashboards course really free?

Yes. Every module, the notes, the project and the final assessment. The only paid item is the certificate, if you want it.

What certificate does the Excel for Engineers: Formulas, Data and Dashboards course give?

An EDWartens Certificate of Completion, issued when you pass the final assessment, with a number anyone can verify on our site. It is not a Microsoft certification.

How long does the Excel for Engineers: Formulas, Data and Dashboards course take?

About 12 hours of video lessons, notes and practice, taken at your own pace; the videos alone are about 9 hours. The optional project takes about 10 hours more.

What is the project in the Excel for Engineers: Formulas, Data and Dashboards course?

You build the shift-report workbook for a packaging line. It imports a folder of daily SCADA exports with Power Query. It calculates downtime, stops, MTBF, MTTR and temperature excursions. It shows them on a dashboard with slicers, and refreshes and exports the report with one button. A complete sample pack shows the specification, tag list, calculation register, test record, procedure and a finished report.

Do I have to use the lab?

No. The lab is optional practice. You can skip it whenever you like, and it never blocks your progress, the final assessment or your certificate.

Is the lab free?

Yes. Every lab level for this course opens in your browser, free, with nothing to install.

What topics does the Excel for Engineers: Formulas, Data and Dashboards course cover, module by module?

The Excel for Engineers: Formulas, Data and Dashboards course has 13 modules. It opens with "The Excel workspace, clean data entry and Tables", goes through "Cell references and core formulas", "Cleaning text, dates and times", "Conditional formatting and data validation" and "Macros, and the shift-report workbook" and ends with "Final Assessment". The full list with minutes is under "What you learn" on this page.

What can I do after the Excel for Engineers: Formulas, Data and Dashboards course?

After the Excel for Engineers: Formulas, Data and Dashboards course: Lay out readings, tags and logs as tidy Excel Tables with named limits; Write formulas with relative, absolute and mixed references, ROUND and unit conversions; Check measurements against tolerances with IF and count them with COUNTIFS and SUMIFS. These are the practical outcomes the course is written around, and the final assessment of 15 questions checks them.

What software and hardware do I need for the Excel for Engineers: Formulas, Data and Dashboards course, and does it cost anything?

For the Excel for Engineers: Formulas, Data and Dashboards course, software: Microsoft Excel for Windows or Mac from Microsoft 365, or Excel 2021 or 2024. Excel for the web (free with a Microsoft account) covers most modules. Dynamic arrays need Microsoft 365, Excel 2021 or later; LAMBDA and TEXTSPLIT need Microsoft 365 or Excel 2024; Power Query folder imports and the shift-report project are written for Excel for Windows; Mac has fewer Power Query features, and macros do not run in Excel for the web. Copilot is not needed for any part of the course. Hardware: A Windows or Mac computer. A second monitor helps but is not needed. The course itself is free.

Is the Excel for Engineers: Formulas, Data and Dashboards course suitable for me, and what level is it?

Excel for Engineers: Formulas, Data and Dashboards is rated beginner. Beginner to intermediate. For engineers, technicians, students and job seekers. You need to be able to use a computer and do basic arithmetic; no Excel experience is assumed, and experienced users can move quickly through the first modules. It is written for engineers, technicians and job seekers who work with readings, logs and plant data, and takes about 12.1 hours at your own pace.

Which jobs use the skills from the Excel for Engineers: Formulas, Data and Dashboards course?

Skills from the Excel for Engineers: Formulas, Data and Dashboards course (for example: lay out readings, tags and logs as tidy Excel Tables with named limits) are used in roles such as data analyst, data engineer, reporting analyst and business intelligence developer, and in engineer work. The course gives you practical evidence of the skill; it does not promise a job, and employers decide on experience and interview.

Start free today

Excel for Engineers: Formulas, Data and Dashboards, at your own pace. Add the certificate only if you want one.