Frequently Asked Questions

Claritix is online video training for accounting and finance professionals, covering Excel, Power BI, Power Query, Power Pivot and financial modelling. Courses are built around the situations finance teams deal with every day – month-end reporting, financial modelling, budgeting and forecasting, and commercial analysis – rather than teaching software features in isolation.

Most Excel, Power BI and modelling courses are built for a general audience. Claritix courses are built specifically for accounting and finance professionals: the exercises, datasets and examples are set in realistic commercial and finance scenarios, not generic ones, and each course focuses on what's genuinely useful in a finance role rather than trying to cover everything. They're taught by someone who has worked in the roles the courses are aimed at, not a career trainer. See “About Dan” below.

Free and low-cost content is often scattered across many videos of varying quality, aimed at a general audience, with little support if you get stuck. Claritix courses are structured, finance-specific, and come with downloadable exercises set in commercial contexts, solution files, quizzes, a CPD certificate, and the option to ask questions as you go. Pricing reflects that, and is set with employer training budgets in mind rather than personal spend – most participants expense their course through work.

It depends on your current skill level and what you need day to day:

• New to Excel, or want a fast, low-commitment win: Excel Express
• Comfortable with Excel basics and want to reach an advanced level: Excel Analyst
• Confident in Excel and want to build best-practice financial models: Excel Modeller (Excel Analyst is a strong precursor if you're not already confident with functions like INDEX/MATCH and SUMIFS)
• Responsible for monthly reporting and want visual, interactive dashboards: Power BI: Monthly Financial Reporting
• Want automated, number-focused reports in Excel, such as a P&L or sales dashboard: Power Query & Power Pivot
• Want to handle larger or messier datasets in Excel, or get ready for AI-generated code through Copilot: Python in Excel

If you're starting from scratch and want the full progression: Excel Express (optional) → Excel Analyst → Excel Modeller.

If you think you'll want more than one course, a bundle costs less than buying separately:

• Excel Pro Bundle: Excel Analyst + Excel Modeller + Power Query & Power Pivot – the complete Excel skill set for a commercially effective finance professional
• Power Automation Bundle: Power BI + Power Query & Power Pivot – a complete Microsoft reporting automation toolkit
• Big Data Bundle: Power BI + Power Query & Power Pivot + Python in Excel – modern data handling plus AI-ready skills

They use the same underlying technology (Power Query, a data model, and DAX) but produce different outputs. Power BI builds interactive, visual dashboards; Power Query & Power Pivot builds number-focused reports inside Excel, such as a P&L or sales dashboard. They're complementary rather than competing, and many finance teams use both. If you only need one type of output, either course works well alone; if you're likely to want both, the Power Automation Bundle covers them together at a saving.

If you're confident you only need one skill set, buy the individual course. If you already know, or expect, you'll want more than one, buying the bundle from the outset costs less than adding courses one at a time. If you're not sure, it's fine to start with one course – see below on adding others later.

Excel Analyst, Excel Modeller and Excel Express all work on Mac and Windows. Power BI and Power Query & Power Pivot both rely on Windows-only features (Power BI Desktop and the Power Pivot add-in aren't available on Mac), so you'll need access to Excel on Windows for those two. Python in Excel's availability depends on your Microsoft 365 plan, with Mac access expanding – check the Python in Excel page for the latest position.

It depends on the course. Excel Express and Python in Excel are built for complete beginners. Excel Analyst, Power BI and Power Query & Power Pivot expect everyday Excel experience but no specialist knowledge. Excel Modeller is the one course with a real prerequisite: you should already be confident with functions like INDEX/MATCH, SUMIFS and IF/AND/OR, or take Excel Analyst first.