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Jaime Busquets and Víctor Braquehais Acero

This is an intermediate level Microsoft Excel course that will allow you to work with data for processing and drawing conclusions by grouping data, using pivot tables and charts, the main Excel functions, performing hypothesis analysis and linking data from other spreadsheets.

The use of Excel is fundamental for good decision making and is widely used in Business Intelligence and other areas such as research and academia.

During the course we will teach you how to benefit from the management and interpretation of data with the use of Excel tools and how you can apply them in real life.

What's inside

Learning objectives

  • Create templates and link external data in excel
  • Group data in tables to extract information to help you make decisions; business intelligence
  • Use dynamic charts and graphs to present and extract information with the help of this microsoft software program
  • Use hypothesis analysis to make better decisions
  • Learn excel data conversion utilities

Syllabus

Units
Working with Data Groups
Dynamic tables and graphics
Extension of the use of calculation functions
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Teaches pivot tables and dynamic charts, which are essential for data summarization and presentation in business and analytical contexts
Explores hypothesis analysis, which is a core skill for conducting research and drawing conclusions from data in academic settings
Develops skills in linking data from external spreadsheets, which is useful for consolidating information from various sources
Strengthens existing knowledge of Excel functions, which can improve efficiency and accuracy in data processing and analysis
Focuses on using Excel for Business Intelligence, which is a valuable skill for professionals in data-driven roles
Requires access to Microsoft Excel, which may require a subscription or one-time purchase for some learners

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Reviews summary

Practical excel data analysis skills

According to students, this Excel course is a largely positive experience for learning data analysis. Learners particularly highlight the module on pivot tables and charts as being incredibly useful and a game-changer for their work. Many found the explanations clear and the skills directly applicable to real-life scenarios in roles like finance and reporting. However, some reviewers felt the pace was uneven, starting too basic for an intermediate course, and found the exercises too simple for those with prior experience. Overall, it's considered a solid foundation for practical data tasks.
Mixed views on if it truly matches intermediate level.
"This is an intermediate level Microsoft Excel course..."
"A solid intermediate Excel course."
"Disappointed. The course description said intermediate, but it felt very basic initially..."
"Some parts felt too basic for an intermediate course, while others jumped topics too quickly."
Concepts explained simply and clearly.
"The explanations are clear, and the exercises reinforce the learning effectively."
"The instructor explains complex ideas simply."
"The pace allows you to follow along easily."
Skills learned are directly useful in real-life.
"particularly the pivot tables and charts section was incredibly useful for my job in finance."
"The modules on grouping data and dynamic tables were directly applicable to my work."
"I felt confident applying the techniques immediately after completing the relevant units."
"I use these skills daily now."
Learn to use pivots for reporting.
"This course exceeded my expectations! It covers a lot of ground, particularly the pivot tables and charts section was incredibly useful for my job in finance."
"Fantastic course! The modules on grouping data and dynamic tables were directly applicable to my work. I finally understand how to use Pivot Tables properly!"
"Absolutely fantastic course for practical Excel data analysis... especially the pivot table lessons."
"Pivot tables module was a game-changer. The instructor explains complex ideas simply."
Practice exercises are too simple for some users.
"The hands-on exercises are good, though some could be slightly more challenging."
"The exercises weren't challenging enough for someone with prior Excel experience."
"The exercises were too simple."

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: Working with data with these activities:
Review Basic Excel Functions
Reinforce your understanding of fundamental Excel functions like SUM, AVERAGE, COUNT, and IF to prepare for more advanced data manipulation techniques covered in the course.
Show steps
  • Review tutorials on basic Excel functions.
  • Practice using these functions with sample datasets.
  • Complete a short quiz to assess your understanding.
Review 'Excel Data Analysis For Dummies'
Familiarize yourself with data analysis techniques in Excel to better understand the course's focus on data processing and drawing conclusions.
Show steps
  • Read the chapters on data cleaning and preparation.
  • Practice the examples provided in the book.
  • Focus on the sections related to pivot tables and charts.
Practice Pivot Table Creation
Reinforce your understanding of pivot tables by creating them with different datasets to solidify your ability to summarize and analyze data.
Browse courses on Pivot Tables
Show steps
  • Download sample datasets from online sources.
  • Create pivot tables to summarize the data.
  • Experiment with different pivot table layouts and filters.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Review 'Microsoft Excel 2019 Data Analysis and Business Modeling'
Deepen your understanding of data analysis and business modeling techniques in Excel to enhance your ability to make informed decisions.
Show steps
  • Read the chapters on statistical analysis and forecasting.
  • Practice the examples provided in the book.
  • Focus on the sections related to business modeling.
Create a Data Visualization Dashboard
Apply your knowledge of Excel charts and graphs by creating a dashboard that visually represents key insights from a dataset.
Browse courses on Data Visualization
Show steps
  • Choose a dataset relevant to your interests.
  • Identify key metrics to visualize.
  • Create charts and graphs to represent these metrics.
  • Arrange the charts and graphs into a cohesive dashboard.
Explore Advanced Excel Functions
Expand your knowledge of Excel by exploring advanced functions like INDEX, MATCH, OFFSET, and INDIRECT to perform more complex data manipulations.
Browse courses on Advanced Excel Functions
Show steps
  • Search for online tutorials on advanced Excel functions.
  • Follow the tutorials and practice using these functions.
  • Try to apply these functions to your own datasets.
Analyze Sales Data with Excel
Apply your Excel skills to analyze a real-world sales dataset and identify trends, patterns, and insights that can inform business decisions.
Browse courses on Data Analysis
Show steps
  • Obtain a sample sales dataset.
  • Clean and prepare the data for analysis.
  • Use pivot tables and charts to analyze sales trends.
  • Write a report summarizing your findings and recommendations.

Career center

Learners who complete Excel: Working with data will develop knowledge and skills that may be useful to these careers:
Data Analyst
A Data Analyst is responsible for interpreting data trends and patterns, and this course is a great way to build crucial skills. This role uses tools like Excel to analyze data, create visualizations, and extract actionable insights. You will use many of Excel's powerful features, such as pivot tables, dynamic charts, and data grouping, which directly aligns with course material. The course helps you use data conversion utilities, and also helps with your ability to link external data through templates, making you more prepared for the work of a Data Analyst. You will be able to perform hypothesis analyses to make better decisions, a core focus of this role.
Business Intelligence Analyst
A Business Intelligence Analyst uses data to help businesses make informed decisions, which is a core area where this course is beneficial. The course's focus on data grouping, pivot tables, and dynamic charts directly supports business intelligence tasks. You will learn how to use Excel to extract meaningful information, manage data, and form conclusions. This course also helps you with hypothesis analysis, crucial to strategic planning and the decision-making processes central to a Business Intelligence Analyst. Moreover, learning to link external data with templates will aid in data integration, a common task in this field.
Market Research Analyst
The Market Research Analyst interprets market data to assess trends and consumer behavior, and this course is a great way to build skills to perform the job. This role relies heavily on data analysis, using tools like Excel to organize and make sense of complex information. This course helps with data grouping, the creation of pivot tables, and the use of dynamic charts, which are beneficial for presenting findings. The ability to perform hypothesis analysis through Excel for decision making is helpful in this career. You will also learn to link external data with templates, which helps you integrate data effectively. A Market Research Analyst relies on all of these skills.
Financial Analyst
A Financial Analyst examines financial data, and this course may help with the necessary data analysis skills. You will learn the use of Excel, a tool used for organizing data, creating financial models, and performing analyses. This course, with its emphasis on data grouping, dynamic charts, formulas, and linking external data in templates, will help you perform the kind of analysis required for financial planning and forecasting. The course also guides you in using hypothesis analysis, which may be useful for making decisions based on financial data. The skills this course teaches will be helpful to a Financial Analyst.
Research Assistant
A Research Assistant helps researchers collect and analyze data, and this course will help you develop related analytical skills. This role requires proficiency in organizing and working with data, where Excel is an indispensable tool. This course will teach you how to use Excel to group data, create pivot tables, use dynamic charts, and use Excel's calculation tools. You will also learn data conversion methods and how to link external data sources through templates, skills that are great for a Research Assistant who needs to manage and interpret data. The course will also help with hypothesis analysis, a key component of many research projects.
Operations Analyst
An Operations Analyst analyzes business operations, and this course may help you develop data analysis skills for that task. This role involves using data to improve processes and efficiency, and this course provides guidance on how to use Excel to analyze and interpret data. The course material on data grouping, dynamic charts, and Excel formulas may be useful for the analysis of operational data. The course also introduces hypothesis analysis, which can be useful for making informed decisions. Finally, this course helps you learn to link data with templates, which is helpful when integrating data sources. An Operations Analyst may find these skills helpful.
Project Coordinator
The Project Coordinator helps organize and manage projects, and this course may be helpful to improve related data management skills. This role may require you to track project data, organize information, and prepare reports, all with the help of tools like Excel. The course’s modules on data grouping, pivot tables, and dynamic charts will be helpful for organizing and presenting data. Learning to link external data through templates will improve your capability to consolidate project information. The course's focus on hypothesis analysis could also be relevant for project-related decision making. A Project Coordinator may find this course beneficial to improve skills.
Management Consultant
A Management Consultant analyzes business problems and offers solutions, and this course may be useful for those skills. This role involves data analysis and interpretation, where Excel is a useful tool. The course’s focus on data grouping, pivot tables and dynamic charts when presenting findings, will be helpful for interpreting and presenting data for informed strategic decisions. Also, the course's focus on hypothesis analysis is relevant to making recommendations. You will also learn how to link external data with templates, improving data integration and analysis. A Management Consultant may find these technical skills helpful.
Logistics Coordinator
A Logistics Coordinator manages the flow of goods, and this course may be helpful for developing data analysis skills. This role often involves tracking data, and the course focuses on Excel, a useful tool for managing, analyzing data and making better informed decisions. The course’s focus on data grouping, pivot tables, and dynamic charts can help a Logistics Coordinator organize and present data. The course also covers data conversion tools, external data linking and hypothesis analysis, all potentially useful for a Logistics Coordinator. A Logistics Coordinator may find this course helpful.
Accountant
Accountants manage financial records and reports, and this course may be useful for learning data analysis techniques. The course teaches Excel, a primary tool used for organizing data, generating reports, and analyzing financial information. The course material on grouping data, creating pivot tables, and the use of calculation functions, including hypothesis analysis, may be useful for analyzing financial data and making financial decisions. Additionally, the course also includes instruction on linking data through templates, which is useful for compiling data. An Accountant may find these skills helpful.
Sales Operations Analyst
A Sales Operations Analyst focuses on sales data, and this course may be useful to improve related data analysis skills. This role includes tasks such as compiling sales data, tracking performance, and identifying trends, and the analysis that this course teaches is relevant. The course focuses on Excel, a tool you can use to manage and analyze sales data. The course material on data grouping, dynamic charts, and data conversion tools will improve the ability to present data in a compelling way. The course also includes instruction on linking external data, which is helpful to integrate sales information. A Sales Operations Analyst may find this course helpful.
Human Resources Analyst
A Human Resources Analyst uses data to inform HR practices, and this course may be useful to improve related data analysis skills. This role includes tasks such as analyzing employee data, generating reports, and identifying trends, and the analysis skills that this course provides may be helpful. You will learn to use Excel, which is a tool frequently used to organize and analyze employee information. The course material on data grouping, pivot tables, and dynamic charts can help with preparing and presenting data. The course also includes hypothesis analysis, which may be useful when making decisions based on HR data. A Human Resources Analyst may find this course to be helpful.
Academic Researcher
An Academic Researcher conducts detailed research projects, which this course may be useful for learning related data analysis methods. A key part of the role will revolve around the collection, management, and analysis of data. The course's teachings on using Excel for data manipulation, grouping, pivot tables, charts, and hypothesis analysis could potentially be useful for conducting research and forming conclusions. You will also learn to link data with templates, which will help extract data from multiple sources. An Academic Researcher may find this course useful.
Statistician
A Statistician works with data, and this course may be useful for building related data analysis skills. This role involves the collection, analysis, and interpretation of data, and this course focuses on practical Excel skills for that purpose. The course modules on data grouping, pivot tables, data conversion tools, and dynamic charts will be useful for managing data. The course also teaches how to perform hypothesis analysis, a skill needed for statistical work. You will learn to link external data through templates, improving data management. A Statistician may find this course helpful in learning to use Excel.
Teacher
A Teacher educates students in a specific subject, and this course may be useful for those who manage data. A teacher will sometimes need to track student performance data, analyze student trends and present information to parents or other stakeholders. This course teaches Excel, which is a tool you can use to manage data. The instruction on data grouping, pivot tables, and charting could be helpful when creating reports. The course also provides instruction on the use of calculation functions and hypothesis analysis, which will help with organizing and making decisions about data. A Teacher may find this course useful.

Reading list

We've selected two 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: Working with data.
Comprehensive guide to data analysis and business modeling using Excel 2019. It covers a wide range of topics, including statistical analysis, forecasting, and optimization. This book is particularly useful for students who want to learn how to use Excel for business decision-making. It is commonly used as a textbook at academic institutions.
Provides a comprehensive overview of data analysis techniques in Excel. It is particularly useful for beginners and intermediate users who want to learn how to use Excel for data analysis. The book covers a wide range of topics, including data cleaning, data visualization, and statistical analysis. It serves as a good reference for the course.

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