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Create Customer Support Data with Microsoft Excel

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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Syllabus

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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

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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.

Browse courses on 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'

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Will enhance your understanding of Excel's capabilities and provide a comprehensive reference for future use.

View Microsoft Excel 365 Bible on Amazon

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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

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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

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Practice data sorting and filtering

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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

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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

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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

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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.

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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.

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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.

See salaries and explore the career path for Business Analyst

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.

See salaries and explore the career path for Data Scientist

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.

See salaries and explore the career path for Marketing Analyst

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.

See salaries and explore the career path for Financial Analyst

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.

See salaries and explore the career path for Operations Analyst

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.

See salaries and explore the career path for Project Manager

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.

See salaries and explore the career path for Sales Analyst

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.

See salaries and explore the career path for Risk Analyst

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.

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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.

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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.

See salaries and explore the career path for Data Engineer

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.

See salaries and explore the career path for Software Engineer

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.

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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.

Microsoft Office Step by Step (Office 2021 and...

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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.

Create Customer Support Data with Microsoft Excel

Two deals to help you save

What's inside

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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