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Daria Toropchyn

By the end of this project, you will create a free account on Microsoft 365, get access to Microsoft Excel, and create a table with customer data. You will edit and format the data, hide sensitive information, sort, and filter data. Your new skills will help you manage your customer relations and be more efficient.

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What's inside

Syllabus

Project Overview
By the end of this project, you will create a free account on Microsoft 365, get access to Microsoft Excel, and create a table with customer data. You will edit and format the data, hide sensitive information, sort, and filter data.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Builds a strong foundation for beginners who want to perform basic functions in Microsoft Excel

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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 Create Customer Support Data with Microsoft Excel with these activities:
Review spreadsheet basics
Will help prepare you to take advantage of tools and get the most from this course by providing a refresher on the fundamental skills needed to manage data in spreadsheets.
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  • Review functions, such as SUM, AVERAGE, and IF
  • Cover formatting, including number formats, font changes, and borders
  • Describe ways to manage and organize data in Excel
Read 'Excel 2019 Bible'
Will enhance your understanding of Excel's capabilities and provide a comprehensive reference for future use.
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  • Read chapters relevant to the topics covered in this course
  • Take notes and highlight important concepts
  • Review the book periodically to refresh your knowledge
Attend an Excel user group meeting
Will connect you with other Excel users, providing opportunities to exchange knowledge, learn about industry best practices, and expand your professional network.
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  • Find local Excel user groups or online communities
  • Attend meetings and participate in discussions
  • Share your experiences and insights with others
Four other activities
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Practice data sorting and filtering
Will provide experiential practice in organizing and refining datasets to prepare for analysis in future coursework or professional tasks.
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  • Import data into Microsoft Excel and sort by columns
  • Filter data using criteria, such as dates, values, or text
  • Apply advanced filters, such as using multiple criteria or creating custom filters
Participate in an Excel workshop
Will provide hands-on experience and expert guidance to accelerate your progress and deepen your understanding of Excel.
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  • Identify and register for relevant workshops
  • Attend the workshop and actively participate in exercises
  • Apply the skills learned in your coursework and projects
Learn advanced Excel functions
Will extend your proficiency in data manipulation by introducing advanced functions that enhance your problem-solving capabilities.
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  • Explore functions for statistical analysis, such as STDEV and VAR
  • Utilize lookup and reference functions, such as VLOOKUP and HLOOKUP
  • Apply text manipulation functions, such as LEFT, RIGHT, and CONCATENATE
  • Implement logical functions, such as IF, AND, and OR
Create a data entry form
Will apply the skills learned in the course to create a tool that streamlines data entry, fostering organization and efficiency.
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  • Design the form to gather specific data points
  • Use Excel's built-in form tools or VBA to create the form
  • Implement validation rules to ensure data accuracy
  • Test the form and make necessary adjustments

Career center

Learners who complete Create Customer Support Data with Microsoft Excel will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts sift through customer data and other sources of information to draw actionable insights. They use this data to help businesses make better decisions and improve their operations. The 'Create Customer Support Data with Microsoft Excel' course provides a solid foundation in data management and analysis, which is essential for success in this role. By learning how to organize, clean, and analyze data using Excel, you'll gain the skills needed to uncover valuable insights that can drive business growth.
Customer Service Representative
Customer Service Representatives are responsible for providing support and assistance to customers. They use their knowledge of products and services to resolve issues and ensure customer satisfaction. The 'Create Customer Support Data with Microsoft Excel' course can help you develop the skills needed to manage customer data effectively. By learning how to organize and analyze customer information, you can improve your ability to identify and resolve customer issues quickly and efficiently.
Business Analyst
Business Analysts use data to identify and solve business problems. They work with stakeholders to gather requirements, analyze data, and develop recommendations for improvement. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data analysis and management techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to make informed decisions and improve business outcomes.
Data Scientist
Data Scientists use advanced statistical techniques to analyze data and build predictive models. They use this information to help businesses make better decisions and improve their operations. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to build predictive models and drive business growth.
Marketing Analyst
Marketing Analysts use data to understand customer behavior and trends. They use this information to develop and implement marketing campaigns that are more effective. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to understand customer behavior and develop effective marketing campaigns.
Financial Analyst
Financial Analysts use data to evaluate the financial performance of companies and make investment recommendations. They use this information to help investors make informed decisions about where to invest their money. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to evaluate financial performance and make sound investment recommendations.
Operations Analyst
Operations Analysts use data to identify and solve operational problems. They work with stakeholders to gather requirements, analyze data, and develop recommendations for improvement. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data analysis and management techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to identify and solve operational problems and improve business outcomes.
Project Manager
Project Managers are responsible for planning, executing, and closing projects. They use their knowledge of project management methodologies and tools to ensure that projects are completed on time, within budget, and to the required quality standards. The 'Create Customer Support Data with Microsoft Excel' course can help you develop the skills needed to manage project data effectively. By learning how to organize and analyze project information, you can improve your ability to track progress, identify risks, and make informed decisions throughout the project lifecycle.
Sales Analyst
Sales Analysts use data to understand sales trends and identify opportunities for growth. They use this information to develop and implement sales strategies that are more effective. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to understand sales trends and develop effective sales strategies.
Risk Analyst
Risk Analysts use data to identify, assess, and mitigate risks. They use this information to help businesses make informed decisions about how to manage risk. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to identify, assess, and mitigate risks.
Compliance Analyst
Compliance Analysts use data to ensure that businesses are complying with all applicable laws and regulations. They use this information to help businesses avoid legal penalties and maintain a positive reputation. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to ensure compliance with all applicable laws and regulations.
Fraud Analyst
Fraud Analysts use data to identify and investigate fraudulent activities. They use this information to help businesses protect their assets and reputation. The 'Create Customer Support Data with Microsoft Excel' course provides a foundation in data management and analysis techniques that are essential for success in this role. By learning how to organize, clean, and analyze data, you'll gain the skills needed to identify and investigate fraudulent activities.
Data Engineer
Data Engineers design and build data management systems. They use their knowledge of data engineering principles and technologies to ensure that data is stored, processed, and analyzed efficiently. The 'Create Customer Support Data with Microsoft Excel' course may be useful for developing a basic understanding of data management concepts. However, it's important to note that this course does not cover the full scope of data engineering.
Software Engineer
Software Engineers design, develop, and maintain software applications. They use their knowledge of programming languages and software engineering principles to create software that meets the needs of users. The 'Create Customer Support Data with Microsoft Excel' course may be useful for developing a basic understanding of data management concepts. However, it's important to note that this course does not cover the full scope of software engineering.
Database Administrator
Database Administrators design, build, and maintain databases. They use their knowledge of database management systems and principles to ensure that data is stored, processed, and analyzed efficiently. The 'Create Customer Support Data with Microsoft Excel' course may be useful for developing a basic understanding of data management concepts. However, it's important to note that this course does not cover the full scope of database administration.

Reading list

We've selected 13 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 Create Customer Support Data with Microsoft Excel.
Comprehensive guide to Microsoft Excel 2019. It covers all the basics of Excel, from creating and formatting spreadsheets to using formulas and functions. It great resource for beginners who want to learn how to use Excel effectively.
Practical guide to data analysis and modeling in Excel. It covers a wide range of topics, from data cleaning and preparation to statistical analysis and forecasting. It valuable resource for anyone who wants to use Excel to analyze data and make informed decisions.
Beginner's guide to VBA programming in Excel. It covers all the basics of VBA, from creating macros to using variables and functions. It great resource for anyone who wants to learn how to automate tasks in Excel.
Guide to creating dashboards and reports in Excel. It covers a wide range of topics, from data visualization to data analysis. It valuable resource for anyone who wants to create effective dashboards and reports in Excel.
Guide to financial modeling in Excel. It covers a wide range of topics, from financial statement analysis to forecasting. It valuable resource for anyone who wants to use Excel to create financial models.
Guide to Power Pivot and Power BI in Excel. It covers a wide range of topics, from data modeling to data visualization. It valuable resource for anyone who wants to use Excel to create interactive dashboards and reports.
Comprehensive reference for Excel 2019. It covers all aspects of Excel, from basic to advanced. It valuable resource for anyone who wants to learn more about Excel or needs a quick reference for a specific task.
Comprehensive guide to Excel functions and formulas. It covers a wide range of topics, from basic to advanced. It valuable resource for anyone who wants to learn more about Excel functions and formulas or needs a quick reference for a specific function or formula.
Guide to creating effective charts and graphs in Excel. It covers a wide range of topics, from choosing the right chart type to formatting and presenting data. It valuable resource for anyone who wants to learn more about data visualization in Excel.
Guide to creating and using pivot tables and pivot charts in Excel. It covers a wide range of topics, from basic to advanced. It valuable resource for anyone who wants to learn more about pivot tables and pivot charts or needs a quick reference for a specific topic.
Guide to data analysis and business modeling in Excel. It covers a wide range of topics, from data cleaning and preparation to statistical analysis and forecasting. It valuable resource for anyone who wants to learn more about data analysis and business modeling in Excel.
Guide to creating dashboards and reports in Excel. It covers a wide range of topics, from data visualization to data analysis. It valuable resource for anyone who wants to learn more about creating dashboards and reports in Excel.
Guide to using Excel for data science and analytics. It covers a wide range of topics, from data cleaning and preparation to statistical analysis and machine learning. It valuable resource for anyone who wants to learn more about using Excel for data science and analytics.

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