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Ricardo R. Trujeque

This intermediate Excel course builds on the teachings of the introductory Core Foundations course, teaching you to leverage the power of data calculations and reports to make informed personal or organizational decisions.

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This intermediate Excel course builds on the teachings of the introductory Core Foundations course, teaching you to leverage the power of data calculations and reports to make informed personal or organizational decisions.

The course is designed for learners who already have foundational knowledge and skills in Excel but wish to take advantage of some of the higher-level functionality to more effectively analyze and present data. From error prevention to forecasting andautomation, you’ll build an advanced layer of knowledge to manage larger datasets and continue developing your aptitude for data modeling.

What you'll learn

  • How to manage multiple worksheets and workbooks.
  • Analyzing data with datasets and tables.
  • How to manage data analysis using Pivot Tables and Pivot Charts.
  • Implementing What-If Analysis and Decision-Making Tools.
  • Using Date, Logical, Statistical and Financial Functions.

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What's inside

Learning objectives

  • How to manage multiple worksheets and workbooks.
  • Analyzing data with datasets and tables.
  • How to manage data analysis using pivot tables and pivot charts.
  • Implementing what-if analysis and decision-making tools.
  • Using date, logical, statistical and financial functions.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Builds an advanced layer of knowledge to manage larger datasets and continue developing your aptitude for data modeling
Teaches intermediate Excel functionalities, which may be useful for more effective data analysis and presentation
Requires foundational knowledge and skills in Excel
Learners must come in with extensive background knowledge
May be useful for personal or organizational decision-making

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Excel for Everyone: Data Management with these activities:
Read Excel documentation and articles
Reading documentation and articles will help you expand your knowledge of Excel's features and capabilities.
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  • Identify topics or concepts you want to learn more about.
  • Find relevant documentation or articles.
  • Read and comprehend the material.
Compile a list of Excel resources
Compiling a list of resources will provide you with a valuable reference for your Excel learning journey.
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Show steps
  • Identify the types of resources you need.
  • Search for and gather resources from online sources.
  • Organize and document your resources.
Solve Excel formula challenges
Solving Excel formula challenges will help you develop your proficiency in using Excel formulas and functions.
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  • Find online Excel formula challenges
  • Attempt to solve the challenges on your own
  • Review the solutions to the challenges
  • Practice using the formulas in your own Excel workbooks
Seven other activities
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Follow Excel tutorials on specific topics
Following tutorials will provide you with step-by-step instructions on how to use specific Excel features.
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  • Identify the topics you need additional guidance on.
  • Find tutorials online or in books.
  • Follow the instructions in the tutorials.
Create an interactive database
Creating an interactive database will allow you to apply the data management and analysis skills learned in the course to a practical project.
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  • Design the database schema
  • Create the database tables
  • Populate the database with data
  • Create queries to retrieve data from the database
  • Create forms to enter and update data in the database
Solve Excel practice problems
Solving practice problems will help you master the concepts and techniques covered in the course.
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  • Identify the concepts or skills you want to practice.
  • Find practice problems online or in textbooks.
  • Solve the problems and check your answers.
Discuss Excel topics with peers
Discussing Excel with peers will help you learn from different perspectives and approaches.
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  • Find a study partner or group.
  • Identify topics to discuss.
  • Meet regularly to discuss.
Attend an Excel workshop
Attending a workshop will provide you with an opportunity to learn from experts and network with other Excel users.
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  • Identify workshops that align with your learning goals.
  • Register for the workshop.
  • Attend the workshop and participate actively.
Create an Excel workbook to showcase your skills
Creating a workbook will allow you to apply your Excel knowledge to a real-world project.
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  • Identify a problem or scenario that you can use Excel to solve.
  • Gather the necessary data.
  • Design and create your workbook.
  • Test and refine your workbook.
Participate in an Excel competition
Participating in a competition will challenge you to apply your Excel skills and knowledge in a competitive environment.
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  • Find an Excel competition that aligns with your interests.
  • Prepare for the competition by practicing and refining your skills.
  • Participate in the competition and give it your best effort.

Career center

Learners who complete Excel for Everyone: Data Management will develop knowledge and skills that may be useful to these careers:
Machine Learning Engineer
Machine Learning Engineers use data to develop machine learning models that can help organizations make informed decisions. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present data using Excel. The skills you learn in this course, such as data analysis and machine learning, are essential for Machine Learning Engineers.
Statistician
Statisticians use data to help organizations make informed decisions. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present data using Excel. The skills you learn in this course, such as data analysis and statistical methods, are essential for Statisticians.
Data Scientist
Data Scientists use data to help organizations make informed decisions. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present data using Excel. The skills you learn in this course, such as data analysis and machine learning, are essential for Data Scientists.
Data Analyst
A Data Analyst is a career that analyzes and interprets data to help organizations make informed decisions. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present data using Excel. The skills you learn in this course, such as data analysis, data management, and data visualization, are essential for Data Analysts.
Data Engineer
Data Engineers design and develop data pipelines that help organizations manage and analyze their data. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present data using Excel. The skills you learn in this course, such as data analysis and data engineering, are essential for Data Engineers.
Operations Research Analyst
Operations Research Analysts use data to help organizations make informed decisions about their operations. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present data using Excel. The skills you learn in this course, such as data analysis and optimization techniques, are essential for Operations Research Analysts.
Financial Analyst
Financial Analysts help organizations make informed financial decisions. This course could provide a foundation for success in this role by teaching you how to manage, analyze, and present financial data using Excel. The skills you learn in this course, such as financial functions and data analysis, are essential for Financial Analysts.
Business Analyst
Business Analysts help organizations understand their business needs and develop solutions to improve efficiency. This course could be useful for Business Analysts because it teaches you how to manage, analyze, and present data using Excel. These skills can help Business Analysts to better understand the data that drives their organization's decisions.
Market Researcher
Market Researchers analyze data to help organizations understand their customers and make informed decisions. This course could be useful for Market Researchers because it teaches you how to manage, analyze, and present data using Excel. These skills can help Market Researchers to better understand the data that drives their organization's decisions.
Financial Manager
Financial Managers plan and execute financial strategies that help organizations achieve their goals. This course could be useful for Financial Managers because it teaches you how to manage, analyze, and present financial data using Excel. These skills can help Financial Managers to better understand the data that drives their organization's decisions.
Project Manager
Project Managers plan and execute projects that help organizations achieve their goals. This course could be useful for Project Managers because it teaches you how to manage, analyze, and present data using Excel. These skills can help Project Managers to better understand the data that drives their organization's decisions.
Software Engineer
Software Engineers develop software applications that help organizations solve problems. This course could be useful for Software Engineers because it teaches you how to manage, analyze, and present data using Excel. These skills can help Software Engineers to better understand the data that drives their organization's decisions.
Database Administrator
Database Administrators design and manage databases that help organizations store and manage their data. This course could be useful for Database Administrators because it teaches you how to manage, analyze, and present data using Excel. These skills can help Database Administrators to better understand the data that drives their organization's decisions.
Product Manager
Product Managers develop and manage products that help organizations meet their goals. This course could be useful for Product Managers because it teaches you how to manage, analyze, and present data using Excel. These skills can help Product Managers to better understand the data that drives their organization's decisions.
Management Consultant
Management Consultants help organizations improve their performance. This course could be useful for Management Consultants because it teaches you how to manage, analyze, and present data using Excel. These skills can help Management Consultants to better understand the data that drives their organization's decisions.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Excel for Everyone: Data Management.
Provides a comprehensive guide to data analysis and modeling in Excel, covering topics such as data cleaning, data manipulation, statistical analysis, and forecasting. It is particularly useful for learners who want to develop a deeper understanding of the concepts and techniques covered in the course.
Provides a comprehensive guide to advanced Excel techniques for scientific data analysis. It covers topics such as data management, statistical analysis, regression analysis, and data visualization. It is particularly useful for learners who work with scientific data and need to use Excel for data analysis.
Provides a detailed overview of data analysis techniques in Excel, including data exploration, hypothesis testing, and regression analysis. It valuable reference for learners who want to apply statistical methods to their data analysis projects.
Provides a comprehensive guide to data analysis using Python programming language. It covers topics such as data manipulation, data visualization, statistical analysis, and machine learning. It valuable resource for learners who want to explore data science using a versatile and widely-used programming language.
Focuses on the use of pivot tables for data manipulation and analysis in Excel. It provides step-by-step instructions and examples on how to create and use pivot tables to summarize, analyze, and present data effectively.
Provides a comprehensive guide to advanced Excel techniques for data analysts. It covers topics such as data cleaning, data manipulation, statistical analysis, and data visualization. It is particularly useful for learners who want to improve their data analysis skills using Excel.
Provides a comprehensive guide to data analysis using R programming language. It covers topics such as data manipulation, data visualization, statistical analysis, and machine learning. It valuable resource for learners who want to explore data science using a powerful and open-source programming language.
Provides a comprehensive guide to creating and formatting charts in Excel. It covers topics such as chart types, chart elements, and chart customization. It is particularly useful for learners who want to improve their data visualization skills using Excel.
Provides a comprehensive guide to Excel statistical functions. It covers topics such as descriptive statistics, inferential statistics, and hypothesis testing. It is particularly useful for learners who need to use Excel for statistical analysis and hypothesis testing.
Provides a collection of recipes for common data analysis tasks in Excel. It covers topics such as data cleaning, data manipulation, statistical analysis, and data visualization. It is particularly useful for learners who want to quickly find solutions to specific data analysis problems.
Provides a comprehensive guide to Excel database functions. It covers topics such as data manipulation, data analysis, and data aggregation. It is particularly useful for learners who work with large datasets and need to use Excel for data management and analysis.

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