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Steve Ryan and Sandip Saha Joy

Please Note: Learners who successfully complete this IBM course can earn a skill badge — a detailed, verifiable and digital credential that profiles the knowledge and skills you’ve acquired in this course. Enroll to learn more, complete the course and claim your badge!

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Please Note: Learners who successfully complete this IBM course can earn a skill badge — a detailed, verifiable and digital credential that profiles the knowledge and skills you’ve acquired in this course. Enroll to learn more, complete the course and claim your badge!

This course provides students with the basics required to create data visualizations and dashboards using both Microsoft Excel and IBM Cognos Analytics. You begin the process of telling a story about your data by creating several basic and advanced charts in Excel and learning how to add them to a digital dashboard. You then become familiar with IBM Cognos Analytics - a popular tool for data visualization and analytics – and learn how to use it to create interactive and informative dashboards. By completing this course, you will gain a basic understanding of using spreadsheets as a tool for data visualization. You will also gain the ability to create effective data visualizations, such as charts or graphs, and you will start to see how they can play a key role in the communication of your data analysis findings to interested parties. All of this can be accomplished without the need to write any code. By the end of this course you will be able to describe common dashboarding tools used by a data analyst, design and create a dashboard in a cloud platform, and begin to raise your level of confidence when creating intermediate level data visualizations.

The emphasis is on applied learning and hands-on practice in this course, and with each hands-on lab, you will gain further experience in the creation of basic and advanced charts and the creation of digital dashboards using both Excel and Cognos Analytics. The final assignment project will allow you to apply these newly acquired skills to create and use data visualizations and add them to a digital dashboard to fulfil a business scenario.

This course makes it simple to get started using Excel and Cognos Analytics to create datavisualizations and dashboards to help tell a story about your data, and it does not require any previous data analysis or computer science

experience. The course also does not require you to perform any software downloads or installations. All that is required is basic computer literacy, high-school level math, a device with a modern web browser, and the ability to use (or create) a Microsoft account to access Excel online at no-cost, and a basic understanding of Excel spreadsheets. Although the Excel hands-on labs steps are specifically related to using ‘Excel for the web’, if you already have the full desktop version of Excel, you should be able to use that to follow along quite easily with the labs.

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What's inside

Learning objectives

  • Describe the important role charts play in telling a data-driven story
  • Use excel features to create charts and pivot charts
  • Create advanced charts and visualizations
  • Create a simple dashboard using an excel spreadsheet
  • Create visualizations in cognos analytics
  • Build an interactive dashboard

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Delves into data visualization methods and toolsets, a highly relevant approach often used in data analysis
Taught by Steve Ryan and Sandip Saha Joy, instructors with a strong reputation in data analysis
Develops essential data visualization skills, empowering learners to effectively communicate data-driven insights
Emphasizes hands-on practice through labs, providing learners with practical experience in creating visualizations
Builds a solid foundation for beginners, introducing the fundamentals of data visualization and dashboarding
Leverages Microsoft Excel, a widely used spreadsheet tool, making the learning process more accessible

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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 Data Visualization and Building Dashboards with Excel and Cognos with these activities:
Review basic statistics
Review basic statistics to refresh your knowledge and improve your understanding of data visualization.
Browse courses on Basic Statistics
Show steps
  • Read a textbook or online article on basic statistics
  • Watch a video tutorial on basic statistics
  • Take a practice quiz on basic statistics
Compile notes, assignments, and quizzes
Compile notes, assignments, and quizzes to prepare for the course and improve your learning.
Browse courses on Note-Taking
Show steps
  • Gather all of the notes, assignments, and quizzes from the course
  • Organize the materials in a logical way
  • Review the materials regularly
Practice creating charts and graphs in Excel
Practice creating charts and graphs in Excel to improve your data visualization skills.
Browse courses on Excel
Show steps
  • Open a new Excel spreadsheet
  • Enter some data into the spreadsheet
  • Select the data you want to visualize
  • Click the Insert tab and select a chart or graph type
  • Format the chart or graph as desired
Five other activities
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Show all eight activities
Create a dashboard in Excel
Create a dashboard in Excel to practice visualizing data and creating a dashboard from scratch.
Browse courses on Data Visualization
Show steps
  • Create a new Excel spreadsheet
  • Import data into the spreadsheet
  • Create a chart or graph to visualize the data
  • Add the chart or graph to a dashboard
  • Format the dashboard and add additional visualizations as needed
Tutorial: Using IBM Cognos Analytics
Follow a guided tutorial on IBM Cognos Analytics to learn how to use this tool for data visualization and dashboard creation.
Browse courses on IBM Cognos Analytics
Show steps
  • Create a new account on the IBM Cognos Analytics website
  • Watch the tutorial videos
  • Follow the step-by-step instructions
  • Create a sample dashboard using the tutorial data
Attend a workshop on data visualization
Attend a workshop on data visualization to learn from experts and network with other professionals.
Browse courses on Data Storytelling
Show steps
  • Find a workshop that fits your interests and schedule
  • Register for the workshop
  • Attend the workshop and participate actively
  • Network with other attendees and speakers
  • Apply what you learned to your own work
Create a data visualization project
Create a data visualization project to demonstrate your understanding of the principles of data visualization and storytelling.
Browse courses on Data Storytelling
Show steps
  • Choose a dataset to work with
  • Clean and prepare the data
  • Create visualizations to represent the data
  • Develop a narrative to explain the data and its implications
  • Present your project to others
Mentor a junior data analyst
Mentor a junior data analyst to share your knowledge and experience and help them develop their skills.
Browse courses on Mentoring
Show steps
  • Find a junior data analyst who is willing to be mentored
  • Set up regular meeting times
  • Provide guidance and support on data analysis and visualization techniques
  • Review their work and provide feedback
  • Help them develop their career goals

Career center

Learners who complete Data Visualization and Building Dashboards with Excel and Cognos will develop knowledge and skills that may be useful to these careers:
Data Analyst
A Data Analyst takes large amounts of data and translates it into visualizations (charts and graphs) that can be understood and acted upon. With your newfound ability to build visualizations and dashboards, you can take your data science skills to a new level. You may also find that you are able to take on new and advanced responsibilities, such as managing teams of data analysts or even leading data science projects.
Business Analyst
A Business Analyst helps businesses understand their data, identify opportunities, and make better decisions. The visualizations and dashboards you will learn to create will help you do this effectively. This course will provide you with the tools to present data in a clear and concise manner, which is essential for a Business Analyst.
Management Consultant
If you are interested in a career as a Management Consultant, you will need to be able to analyze data and communicate insights to clients. The skills you learn in this course will help you excel as a consultant by allowing you to help your clients see data in a new way. You will also be able to use your skills to identify opportunities and recommend solutions.
Data Scientist
A Data Scientist uses data to build models that can predict future outcomes. This course will help you build a foundation in data visualization and dashboards, which will complement your existing skills in data science. You will be able to use visualizations and dashboards to communicate your findings to stakeholders and make your models more accessible.
Marketing Analyst
A Marketing Analyst will use data to understand customer behavior and develop marketing campaigns. This course will help you build a foundation in data visualization and dashboards, which will help you succeed as a Marketing Analyst. You will be able to use visualizations and dashboards to track the success of your campaigns and identify opportunities for improvement.
Financial Analyst
A Financial Analyst uses data to make investment recommendations. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to track the performance of investments and identify opportunities for growth.
Operations Analyst
An Operations Analyst uses data to improve the efficiency of an organization. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to identify bottlenecks and inefficiencies, and develop solutions to improve operations.
Risk Analyst
A Risk Analyst uses data to identify and assess risks. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to identify trends and patterns, and develop strategies to mitigate risks.
Statistician
A Statistician uses data to analyze and interpret data. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to communicate your findings to stakeholders and make your models more accessible.
Data Engineer
A Data Engineer builds and maintains the infrastructure that is used to store and process data. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to monitor the performance of your infrastructure and identify opportunities for improvement.
Software Engineer
A Software Engineer designs, develops, and maintains software applications. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to track the progress of your projects and identify opportunities for improvement.
Database Administrator
A Database Administrator manages the database that is used to store data. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to monitor the performance of your database and identify opportunities for improvement.
IT Manager
An IT Manager is responsible for the overall operation of an organization's IT systems. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to monitor the performance of your IT systems and identify opportunities for improvement.
Project Manager
A Project Manager is responsible for planning, executing, and closing a project. This course will help you build a foundation in data visualization and dashboards, which will help you succeed in this role. You will be able to use visualizations and dashboards to track the progress of your projects and identify opportunities for improvement.
Web Developer
A Web Developer designs and develops websites. This course may be helpful to you in this role, as you will learn how to create visualizations and dashboards that can be used to track the performance of your websites.

Reading list

We've selected seven 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 Data Visualization and Building Dashboards with Excel and Cognos.
Provides a comprehensive overview of the field of information visualization. It covers a wide range of topics, from the history of information visualization to the latest research. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.
Provides a practical guide to storytelling with data. It covers a wide range of topics, from data visualization to data analysis. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.
Provides a comprehensive guide to data visualization with R. It covers a wide range of topics, from data visualization theory to practical examples. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.
Provides a comprehensive guide to using Power BI. It covers a wide range of topics, from data visualization to data analysis. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.
Provides a practical guide to creating dashboards with Excel and Google Sheets. It covers a wide range of topics, from data visualization to dashboard design. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.
Provides a comprehensive guide to data visualization with Python. It covers a wide range of topics, from data visualization theory to practical examples. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.
Provides a comprehensive guide to data visualization with JavaScript. It covers a wide range of topics, from data visualization theory to practical examples. The book is well-written and easy to follow, making it a great resource for both beginners and experienced users.

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