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Excel by Profession

Ranked Excel guides for accountants, analysts, bankers, HR, sales, operations, business owners, procurement, teachers and engineers. Every common file, formula and free template with made-up Indian ₹ data. Start with your job title. Each guide has templates, formulas, cards and a quiz.

Top 10 professions (ranked)

Rank Profession guide What you get
1 Excel for Accountants and Finance Teams 2 templates · 8 file types · 4 roles
2 Excel for Data Analysts and MIS Executives 1 templates · 7 file types · 4 roles
3 Excel for Banking and Financial Services Professionals 1 templates · 5 file types · 4 roles
4 Excel for HR and Payroll Teams 1 templates · 6 file types · 4 roles
5 Excel for Sales and Marketing Teams 1 templates · 5 file types · 4 roles
6 Excel for Operations and Logistics Teams 1 templates · 5 file types · 4 roles
7 Excel for Business Owners and Managers 1 templates · 5 file types · 4 roles
8 Excel for Supply Chain and Procurement 1 templates · 5 file types · 4 roles
9 Excel for Teachers and Educational Institutes 1 templates · 5 file types · 4 roles
10 Excel for Engineers and Project Managers 1 templates · 5 file types · 4 roles

Industries (same deep-guide style)

Job titles sit inside industries. Use these when you want the plant / hospital / store picture.

Industry guide What you get
Banking and finance Full Excel for Banking guide (KYC, loans, EMI, NPA, cash, recon, FD, MIS). Finance teams also use Accountants profession guide.
Insurance Policy, renewal, claims, loss ratio, commission.
Mechanical BOM, job card, production, PM, spares, RFQ.
Excel for IT and Consulting 1 templates · 6 file types
Excel for Retail and E-commerce 1 templates · 5 file types
Excel for Manufacturing 1 templates · 5 file types
Excel for Logistics 1 templates · 5 file types
Excel for Healthcare and Hospitals 1 templates · 5 file types
Excel for Education Institutes 1 templates · 5 file types
Excel for Government Offices 1 templates · 5 file types

Full industry index: Excel for Industries.

How to use this section

  1. Open your profession guide (or industry if you manage a whole plant/hospital/store).
  2. Download the templates (yellow = input, green = formula).
  3. Read Why → What → How for each file type.
  4. Revise with the interview, comparison and revision cards.
  5. Take the 10-question classroom quiz on that guide.

Example data only

All workbooks use made-up names and ₹ amounts for teaching.