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Summarizing and Organizing Data in Excel

Ben Howard

A practical and pragmatic course exploring the features of Excel that allow you to organize, summarize, analyze, and visualize large amounts of data. Quickly learn how to turn data into insightful and powerful tables and charts.

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A practical and pragmatic course exploring the features of Excel that allow you to organize, summarize, analyze, and visualize large amounts of data. Quickly learn how to turn data into insightful and powerful tables and charts.

Microsoft Excel is the world’s foremost desktop application for storing, organizing, and manipulating data. This course teaches you how you can use the features of Excel to quickly organize, summarize, analyze, and visualize data so that you can understand your data and gain meaningful insights into it. First, you will learn how to order and group the data so that related items appear together. Then, you will discover how to apply totals and sub-totals to it. Finally, you will explore how to visualize the data using Conditional Formatting and Sparklines. By the end of the course, you will have the skills and knowledge to understand and visualize your own data in Excel.

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What's inside

Syllabus

Course Overview
Grouping Data and Outlining Your Data
Inserting Totals and Subtotals
Applying Conditional Formatting
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Inserting Sparklines
Exploring Other Excel Capabilities

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Builds a strong foundation for beginners in organizing and visualizing large amounts of microsoft excel data
Taught by Ben Howard, a recognized instructor in data analysis and visualization
Develops core skills for data analysis and visualization in Microsoft Excel, which are highly relevant to industry
Teaches practical and pragmatic techniques for organizing and summarizing large amounts of data

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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 Summarizing and Organizing Data in Excel with these activities:
Review 'Data Analysis with Excel' by Matthew MacDonald
This book provides a comprehensive overview of the topics covered in this course and can help you to reinforce your understanding of the material.
View Creating a Website: The Missing Manual on Amazon
Show steps
  • Read the book.
  • Complete the practice exercises in the book.
Work through practice examples
Solving examples not only helps you understand the vocabulary and core concepts of this course but also aids in your ability to correctly apply these ideas to analyze your own data.
Browse courses on Data Manipulation
Show steps
  • Identify a dataset that you are interested in and download it.
  • Load the dataset into Excel and explore the data.
  • Apply the techniques you have learned in the course to analyze the data and identify insights.
  • Write a brief report summarizing your findings.
Attend a data analysis workshop
Attending a data analysis workshop can help you to learn new skills and techniques that can supplement and expand on those gained in this course.
Browse courses on Data Analysis
Show steps
  • Identify a data analysis workshop that you are interested in attending.
  • Register for the workshop.
  • Attend the workshop and participate actively.
Five other activities
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Create a study guide for this course
The process of creating your own study guide offers an excellent review and summarization of the skills and knowledge you have learned in this course.
Browse courses on Data Analysis
Show steps
  • Review the course materials.
  • Identify the key concepts and skills covered in the course.
  • Create a study guide that summarizes these concepts and skills.
  • Use the study guide to prepare for the course exam.
Create a data visualization project
Applying your newfound skills will help you to master the tools and techniques covered in this course.
Browse courses on Data Visualization
Show steps
  • Choose a dataset that you are interested in visualizing.
  • Select a data visualization tool that you want to use.
  • Create a data visualization that communicates the insights from the data.
  • Present your data visualization to others and get feedback.
Create a data analysis template
Creating a template is not only a great way to refresh your memory on the skills learned in this course but also an opportunity to personalize your workflow for future projects.
Browse courses on Data Analysis
Show steps
  • Identify the steps involved in your data analysis process.
  • Create an Excel template that automates these steps.
  • Use the template to analyze a new dataset.
Develop a data analysis dashboard
Developing a dashboard will allow you to demonstrate your mastery of the skills and knowledge gained in this course.
Browse courses on Data Analysis
Show steps
  • Identify the key metrics that you want to track.
  • Design a dashboard that visualizes these metrics.
  • Implement the dashboard using Excel or another data visualization tool.
  • Share the dashboard with others and get feedback.
Mentor a junior data analyst
Becoming a mentor not only offers you an opportunity to reinforce your knowledge but also allows you to reflect on your own learning and skill development.
Browse courses on Data Analysis
Show steps
  • Identify a junior data analyst who you can mentor.
  • Meet with the mentee regularly to provide guidance and support.
  • Help the mentee to develop their skills and knowledge.

Career center

Learners who complete Summarizing and Organizing Data in Excel will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts examine large amounts of data to uncover trends, patterns, and anomalies. They use statistical techniques and software tools to analyze data, interpret results, and present their findings to stakeholders. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Data Analysts. This course can help you build a strong foundation for a successful career in Data Analysis.
See salaries and explore the career path for Data Analyst
Business Analyst
Business Analysts help organizations improve their operations by analyzing data and recommending changes. They work with stakeholders to understand business needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Business Analysts. This course can help you build a strong foundation for a successful career in Business Analysis.
See salaries and explore the career path for Business Analyst
Financial Analyst
Financial Analysts help organizations make informed financial decisions by analyzing financial data. They use statistical techniques and software tools to analyze data, interpret results, and present their findings to stakeholders. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Financial Analysts. This course can help you build a strong foundation for a successful career in Financial Analysis.
See salaries and explore the career path for Financial Analyst
Market Researcher
Market Researchers conduct research to understand the needs and wants of consumers. They use statistical techniques and software tools to analyze data, interpret results, and present their findings to stakeholders. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Market Researchers. This course can help you build a strong foundation for a successful career in Market Research.
See salaries and explore the career path for Market Researcher
Operations Research Analyst
Operations Research Analysts use mathematical and statistical techniques to solve business problems. They work with stakeholders to understand business needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Operations Research Analysts. This course can help you build a strong foundation for a successful career in Operations Research.
See salaries and explore the career path for Operations Research Analyst
Statistician
Statisticians collect, analyze, interpret, and present data. They use statistical techniques and software tools to analyze data, interpret results, and present their findings to stakeholders. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Statisticians. This course can help you build a strong foundation for a successful career in Statistics.
See salaries and explore the career path for Statistician
Data Scientist
Data Scientists use statistical techniques and machine learning algorithms to analyze data, identify patterns, and build predictive models. They work with stakeholders to understand business needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Data Scientists. This course can help you build a strong foundation for a successful career in Data Science.
See salaries and explore the career path for Data Scientist
Actuary
Actuaries use mathematical and statistical techniques to assess risk and uncertainty. They work with insurance companies, pension funds, and other financial institutions to develop and manage risk management strategies. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, are essential for Actuaries. This course can help you build a strong foundation for a successful career in Actuarial Science.
See salaries and explore the career path for Actuary
Software Engineer
Software Engineers design, develop, and maintain software applications. They work with stakeholders to understand business needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Software Engineers. This course can help you build a foundation for a successful career in Software Engineering.
See salaries and explore the career path for Software Engineer
Marketing Manager
Marketing Managers plan and execute marketing campaigns to promote products and services. They work with stakeholders to understand business needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Marketing Managers. This course can help you build a foundation for a successful career in Marketing Management.
See salaries and explore the career path for Marketing Manager
Project Manager
Project Managers plan, execute, and close projects. They work with stakeholders to understand project needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Project Managers. This course can help you build a foundation for a successful career in Project Management.
See salaries and explore the career path for Project Manager
Accountant
Accountants prepare and maintain financial records for businesses and individuals. They work with stakeholders to understand financial needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Accountants. This course can help you build a foundation for a successful career in Accounting.
See salaries and explore the career path for Accountant
Financial Planner
Financial Planners help individuals and families achieve their financial goals. They work with clients to understand financial needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Financial Planners. This course can help you build a foundation for a successful career in Financial Planning.
See salaries and explore the career path for Financial Planner
Human Resources Manager
Human Resources Managers plan and execute human resources strategies for organizations. They work with stakeholders to understand HR needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Human Resources Managers. This course can help you build a foundation for a successful career in Human Resources Management.
See salaries and explore the career path for Human Resources Manager
Lawyer
Lawyers represent clients in legal matters. They work with clients to understand legal needs, gather and analyze data, and develop solutions. The skills learned in this Excel course, such as organizing, summarizing, analyzing, and visualizing data, may be helpful for Lawyers. This course can help you build a foundation for a successful career in Law.
See salaries and explore the career path for Lawyer

Reading list

We've selected ten 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 Summarizing and Organizing Data in Excel.
Cover image
Excel 365 Bible
Save
Covers all the features of Excel, from basic to advanced. It's a great reference for anyone who wants to learn more about organizing data in Excel.
Microsoft Excel 365 Bible
Paperback
$$
Microsoft Excel 365 Bible
Kindle Edition
$$
Cover image
MrExcel 23
Save
Comprehensive guide to Excel. It covers everything from basic to advanced topics, and it's a great resource for anyone who wants to learn more about Excel.
MrExcel 2024: Igniting Excel
Paperback
$$
Cover image
Microsoft Excel 2019 Data Analysis and Business...
Save
Teaches you how to use Excel to analyze and model data for business purposes. It's a great choice for anyone who wants to learn how to use Excel for more than just basic tasks.
Microsoft Excel 2019 Data Analysis and Business...
Paperback
Check
Microsoft Excel 2019 Data Analysis and Business...
Kindle Edition
Check
Cover image
Optimizing DAX
Save
Teaches you how to create dashboards and reports in Excel. It's a great choice for anyone who wants to learn how to use Excel to communicate data.
Optimizing DAX: Improving DAX performance in...
Paperback
$$$
Optimizing DAX: Improving DAX performance in...
Kindle Edition
$$$
Cover image
Liengme's Guide to Excel 2016 for Scientists and...
Save
Teaches you how to use Excel to analyze scientific data. It's a great choice for anyone who wants to learn how to use Excel for more than just basic tasks.
Liengme's Guide to Excel 2016 for Scientists and...
Paperback
$$$
Cover image
Excel Scientific and Engineering Cookbook
Save
Teaches you how to use Excel to analyze and visualize data for scientific and engineering purposes. It's a great choice for anyone who wants to learn how to use Excel for more than just basic tasks.
Excel Scientific and Engineering Cookbook: Adding...
Paperback
$$
Excel Scientific and Engineering Cookbook: Adding...
Kindle Edition
$$
Cover image
My Samsung Galaxy S 4
Save
Teaches you how to use Excel to analyze and visualize data for marketing purposes. It's a great choice for anyone who wants to learn how to use Excel for more than just basic tasks.
My Samsung Galaxy S 4
Paperback
Check
My Samsung Galaxy S 4
Kindle Edition
Check
Cover image
Microsoft Excel 365 Bible
Save
Teaches you how to use Excel to analyze data from the web. It's a great choice for anyone who wants to learn how to use Excel for more than just basic tasks.
Microsoft Excel 365 Bible
Paperback
$$
Microsoft Excel 365 Bible
Kindle Edition
$$
Cover image
Microsoft Power BI Quick Start Guide
Save
Teaches you how to use Excel to analyze and model data. It's a great choice for anyone who wants to learn how to use Excel for more than just basic tasks.
Microsoft Power BI Quick Start Guide
Paperback
Check
Microsoft Power BI Quick Start Guide
Kindle Edition
Check
Cover image
Excel VBA Programming For Dummies
Save
Teaches you how to use VBA (Visual Basic for Applications) to automate tasks in Excel. It's a great choice for anyone who wants to learn how to use Excel to its full potential.
Excel VBA Programming For Dummies 5th Edition (For...
Paperback
$$

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Course image
Time
63 hours
Level
Introductory
Via
Pluralsight
Instructor
Ben Howard
Language
English
This course belongs to a collection called Microsoft Excel Data Manipulation, Presentation, and Analysis. It's comprised of 11 courses:
  1. Loading Data into Excel 2016
  2. Searching and Manipulating Data in Excel 2016
  3. Formatting Excel 2016 Worksheets and Cells
  4. Calculating Cell Values with Formulas
  5. Summarizing and Organizing Data in Excel (viewing)
  6. Displaying Tables with Excel
  7. Charting Data with Excel
  8. Exploring Data with PivotTables
  9. Visualizing Data with PivotCharts
  10. Formatting Excel Objects
  11. Distributing Excel Workbooks
Good to know
Builds a strong foundation for beginners in organizing and visualizing large amounts of microsoft excel data
Taught by Ben Howard, a recognized instructor in data analysis and visualization
Develops core skills for data analysis and visualization in Microsoft Excel, which are highly relevant to industry
Teaches practical and pragmatic techniques for organizing and summarizing large amounts of data
Share and help others discover this course.
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