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Data Analysis and Visualization with Microsoft® Excel®

Understand data through descriptive, predicitive, and prescriptive analytics.



Data is the lifeblood of every business and understanding data through descriptive, predictive, and prescriptive analytics is critical to driving business success in a data-driven economy. Creating great visualizations is another key to extracting maximum value out of their data. This 2-day virtual class teaches you all these techniques and more.

About This Course


Technology and the data that it both collects and makes accessible is now interwoven with businesses and lives. The era of "big data" has exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantage. Analyzing data to find issues, insights and opportunities, is now a critical part of many job roles. Beyond the analysis, data analysts in all job roles must be able to effectively present and communicate their findings in visually compelling ways. Microsoft® Excel® is designed for this purpose. Excel can connect to a wide range of data sources, perform robust data analysis and create diverse and robust data-backed visualizations to show insights, trends, and create reports. These capabilities enable people who use Excel for data analysis to turn data into thoughtful action.

Course Objectives:


In this course, you will analyze and visualize data using Microsoft Excel and associated tools.

You will:

• Perform data analysis fundamentals.

• Visualize data with Excel.

• Analyze data with formulas and functions.

• Analyze data with PivotTables.

• Present visual insights with dashboards in Excel.

• Create geospatial visualization with Excel.

• Perform statistical analysis.

• Get and transform data.

• Model and analyze data with Power Pivot.

• Present insights with reports.


Course Content

Lesson 1: Data Analysis Fundamentals

Topic A: Introduction to Data Science

Topic B: Create and Modify Tables

Topic C: Sort and Filter Data

Lesson 2: Visualizing Data with Excel

Topic A: Visualize Data with Charts

Topic B: Modify and Format Charts

Topic C: Apply Best Practices in Chart Design

Lesson 3: Analyzing Data with Formulas and Functions

Topic A: Analyze Data with Formulas and Named Ranges

Topic B: Analyze Data with Functions

Topic C: Implement Data Validation, Forms, and Controls

Topic D: Create Conditional Visualizations with Lookup Functions

Lesson 4: Analyzing Data with PivotTables

Topic A: Create a PivotTable

Topic B: Analyze PivotTable Data

Lesson 5: Presenting Visual Insights with Dashboards in Excel

Topic A: Visualize Data with PivotCharts

Topic B: Filter Data Using Slicers and Timelines

Topic C: Create a Dashboard in Excel

Lesson 6: Creating Geospatial Visualizations with Excel

Topic A: Create Map Charts in Excel

Topic B: Customize Map Charts in Excel

Lesson 7: Performing Statistical Analysis

Topic A: Visualize Trendlines and Sparklines with Excel

Topic B: Analyze Data with the Data Analysis ToolPak

Lesson 8: Getting and Transforming Data

Topic A: Connect to Data with Queries

Topic B: Clean and Combine Data

Topic C: Shape and Transform Data

Lesson 9: Modeling and Analyzing Data with Power Pivot

Topic A: Install Power Pivot in Excel

Topic B: Create Data Models with Power Pivot

Topic C: Create Power Pivots

Topic D: Perform Advanced Data Analysis and Visualization

Lesson 10: Presenting Insights with Reports (Optional)

Topic A: Plan a Report

Topic B: Create a Report


Who Should Attend?


This course is designed for students who already have foundational knowledge and skills in Excel and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel.



To ensure success, you should have baseline skill using Microsoft Excel worksheets, particularly in creating workbooks with formulas and functions.

You can obtain this level of knowledge and skill by taking the following or any similar equivalent Logical Operations course:

• Microsoft® Excel® for Office 365™ (Desktop or Online): Part 1

Additional workplace experience with Excel is highly recommended.

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