Excel Data Analysis Course

Course 195

  • Duration: 2 days
  • Labs: Yes
  • Language: English
  • 11 NASBA CPE Credits (live, in-class training only)
  • 11 PMI PDUs
  • Level: Intermediate

This hands-on Excel data analysis course will expand your ability to analyze large amounts of data and professionally present your results. Gain the knowledge and skills to build more sophisticated spreadsheets, perform What-If analyses, apply functions, manipulate PivotTables, and use the advanced features of Excel to make and present better business decisions. 

In this excel data analysis course, you use advanced Excel techniques to build sophisticated spreadsheets. You learn to perform "What-If" analyses, leverage features and apply functions, manipulate PivotTables to analyze large amounts of data, and present your results to make better business decisions for planning and budgeting. You also learn how to automate processes and enhance worksheet models. 

Excel Data Analysis Course Delivery Methods

  • In-Person

  • Online

Excel Data Analysis Course Information

In this Excel Data Analysis course, you will learn to:

  • Leverage features of Microsoft Excel to facilitate business decisions.
  • Develop intelligent worksheets to identify KPIs quickly.
  • Perform "What-If" analyses for developing budget and project plans.
  • Summarize and analyze large amounts of data using PivotTables and Excel features.
  • Automate Excel processes.
  • Continue learning and face new challenges with after-course one-on-one instructor coaching.

Excel Data Analysis Course Prerequisites

You should have experience with Excel fundamentals at the level of Microsoft Excel Training Course.

Excel Data Analysis Instructor-Led Course Outline

  • Deciphering and correcting functions for data integrity 
  • Accurately interpreting calculations 
  • Implementing Names to enhance your workbook model 
  • Monitoring KPIs (key performance indicators) using conditional formatting 

Summarizing business data with functions  

  • Identifying the correct statistical function to aid analysis 
  • Applying basic financial functions 
  • Differentiating serial dates and date presentations 
  • Calculating the number of working days 

Controlling calculations and nested formulas  

  • Interpreting data variations with the IF function 
  • Streamlining calculations with referencing 
  • Developing nested functions for multiple conditions 
  • Capturing information with lookup functions 
  • Applying techniques to implement and troubleshoot nested calculations 

Planning for contingencies  

  • Managing variables in worksheets with Scenarios 
  • Comparing and contrasting different data sets with Scenarios reports 

Quantifying variables in a workbook model  

  • Determining the magnitude of a variable with Goal Seek to achieve an end value 
  • Calculating the optimum variable values in a worksheet model with Solver 

Organizing workbooks and links  

  • Arranging multiple workbooks with Workspaces 
  • Managing external links 

Consolidating ranges  

  • Building 3D formulas to analyze worksheet data 
  • Summarizing multiple sources of Excel information into one worksheet 

Distilling data sets for data analysis  

  • Defining the architecture of an Excel data set 
  • Managing multiple data sets on a single worksheet with the Table feature 
  • Extracting unique lists of records from an Excel data set with the Advanced Filter 
  • Analyzing data sets with filters and aggregation 

Interpreting and refining data with PivotTables  

  • Defining data summaries interactively 
  • Summarizing data sets with grouping and aggregation 
  • Comparing related totals dynamically 

Visualizing and exploring PivotTable reports  

  • Filtering details with Report Filters and Slicers 
  • Presenting PivotTable reports effectively with Pivot Charts 
  • Examining data patterns with Sparklines 

Automating repetitive tasks  

  • Simplifying complex tasks and reducing errors 
  • Bulletproofing routine editing and formatting 
  • Invoking macros with Form controls 

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Excel Data Analysis Course FAQs

This course is applicable to all versions of Excel. However, there are references to dynamic array functions that are only available in Excel 365 and Excel 2021 and later.  

Excel is an extremely popular product to improve business processes within an organization, so this course provides examples for different organizational roles. With this in mind, there are examples of using Excel for multiple purposes, such as to aid the person in the warehouse to configure the pallets on the truck, to the finance department who needs to figure out which loan they will take, to the salesperson who wants to investigate revenue, to marketing who needs to figure out how they will spend funds over a year, and more. 

You should have at least an introductory level to Excel. This means you should know how to: 

  • Select cells 
  • Edit the contents of cells 
  • Copy and move cells 
  • Insert and Delete rows and columns 
  • Format cells, columns, rows 
  • Create simple calculations that reference cells 
  • Apply the SUM and COUNT functions 
  • Copy formulas/calculations to other cells 
  • Create new worksheets and name the worksheets 
  • Create simple charts 
  • Print a worksheet 
  • Change the page layout 
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