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Master EPA
Step by Step

From beginner basics to advanced techniques,
learn everything you need to automate your Excel workflows.

14
Video Tutorials
5+ hrs
Learning Content
3
Skill Levels
Free
Always Available

Video Guides

Explore our complete library of video tutorials organized by category.

Sales Performance by Store - List
Reporting

Sales Performance by Store (List)

Create a list view to analyze sales performance by branch.

Sales Analysis by Product - Crosstab
Reporting

Sales Analysis by Product (Crosstab)

Add analytical perspectives using crosstab pivot views.

Sales Trend by Period - Chart
Reporting

Sales Trend by Period (Chart)

Visualize sales trends with interactive chart components.

Sales Analysis by Period - i-META
Reporting

Sales Analysis by Period (i-META)

Month-on-month, year-on-year, and YTD comparisons.

i-META File Creation
Reporting

i-META File Creation

Generate metadata files using the i-META Designer tool.

Performance by Product
Standard Report

Performance by Product

Build a product performance dashboard with standard report tools.

Sales Performance Report
Standard Report

Sales Performance Report

Create comprehensive sales performance reports.

Sales Status - Crosstab
Standard Report

Sales Status (Crosstab)

Crosstab-style sales status analysis report.

Sales by Customer
Standard Report

Sales by Customer

Analyze sales data segmented by customer.

Customer Info Management
Data Entry

Customer Info Management

Build a customer information management input screen.

Sales Plan Input
Data Entry

Sales Plan Input

Create sales plan input forms with crosstab layout.

Sales Performance by Customer
Data Entry

Sales Performance by Customer

Customer-segmented performance data entry and analysis.

EPA Module - Overview
EPA

EPA Module Overview

Introduction to the Excel Process Automation module.

EPA Module - Practice
EPA

EPA Module Practice

Hands-on practice with EPA automation workflows.

Interactive Guides

Follow along with step-by-step visual guides to learn EPA features hands-on.

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