Data Analysis Fundamentals using Excel

The main purpose of the course is to give students the ability to add analysis capabilities to Excel spreadsheets and to provide students with a foundation to learn about more advanced data analytics with Excel or Power BI.

Course Outline

Module 1: Reporting in ExcelThis module explains how to create a report in Excel

Lessons

  • Filtering and Formatting Data

  • Charts


Lab : Create an Excel report

  • Filtering Excel Data

  • Formatting Excel Data

  • Create excel Charts


After completing this module, students will be able to:




  • Filter and format data.

  • Create charts.


Module 2: Excel TablesThis module explains how to create data tables in ExcelLessons

  • Excel Data Tables

  • Summarizing Data


Lab : Create an Excel Table

  • Create an Excel Table

  • Summarize Excel Data


After completing this module, students will be able to:




  • Explain what Excel Data tables are.



  • Sort, filter, and validate data.



  • Summarize data.

  • Format summarized data.


Module 3: Pivot Tables and Pivot ChartsThis module describes pivot tables and pivot charts and how to work with them.Lessons

  • Pivot Tables

  • Pivot Charts

  • Editing Pivot Tables and Pivot Charts


Lab : Importing Data from a CSV File

  • Creating a Pivot Table

  • Creating a Pivot Chart

  • Editing Pivot Tables and Pivot Charts


After completing this module, students will be able to:




  • Describe pivot tables and how to create them.



  • Describe the various elements of a pivot chart.

  • Edit pivot tables and pivot charts.


Module 4: DashboardsThis module describes Excel dashboards, how to create them and the role in data analysis in Excel pivot tables.Lessons

  • Creating a Dashboard

  • Data Analysis in Excel Pivot Tables


Lab : Create a Dashboard

  • Arranging Tables and Charts

  • Slicing Data

  • Data Analysis


After completing this module, students will be able to:




  • Describe a dashboard.



  • Filter data using a slicer.



  • Add calculated columns to a dashboard.

  • Find anomalies.


Module 5: HierarchiesThis module describes hierarchies and time data.Lessons

  • Hierarchies

  • Time Data


Lab : Creating Hierarchies

  • Create a Hierarchy

  • Configure Time data

  • Create an Animated Time Chart


After completing this module, students will be able to:




  • Describe hierarchies.



  • Create levels within a hierarchy.

  • Explain why time data is different and how to work with it.


Module 6: The Excel Data ModelThis module explores the Excel data model and looks at ways of extending it.Lessons

  • Using an Excel Data Model

  • External Data


Lab : Explore an Excel Data Model

  • Add Multiple Tables

  • Create Relationships

  • Add External Data


After completing this module, students will be able to:




  • Explain an Excel Data Model and how to use it.



  • Import External Data and use it.

  • Link out to external data.

Audience

This course is intended for anyone who wants to take the data analysis technologies in Excel beyond formulas and add more advanced capabilities such as dashboards, hierarchies, and relationships.