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Sharad Borle

The use of Excel is widespread in the industry. It is a very powerful data analysis tool and almost all big and small businesses use Excel in their day to day functioning. This is an introductory course in the use of Excel and is designed to give you a working knowledge of Excel with the aim of getting to use it for more advance topics in Business Statistics later. The course is designed keeping in mind two kinds of learners - those who have very little functional knowledge of Excel and those who use Excel regularly but at a peripheral level and wish to enhance their skills. The course takes you from basic operations such as reading data into excel using various data formats, organizing and manipulating data, to some of the more advanced functionality of Excel. All along, Excel functionality is introduced using easy to understand examples which are demonstrated in a way that learners can become comfortable in understanding and applying them.

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The use of Excel is widespread in the industry. It is a very powerful data analysis tool and almost all big and small businesses use Excel in their day to day functioning. This is an introductory course in the use of Excel and is designed to give you a working knowledge of Excel with the aim of getting to use it for more advance topics in Business Statistics later. The course is designed keeping in mind two kinds of learners - those who have very little functional knowledge of Excel and those who use Excel regularly but at a peripheral level and wish to enhance their skills. The course takes you from basic operations such as reading data into excel using various data formats, organizing and manipulating data, to some of the more advanced functionality of Excel. All along, Excel functionality is introduced using easy to understand examples which are demonstrated in a way that learners can become comfortable in understanding and applying them.

To successfully complete course assignments, students must have access to a Windows version of Microsoft Excel 2010 or later.

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WEEK 1

Module 1: Introduction to Spreadsheets

In this module, you will be introduced to the use of Excel spreadsheets and various basic data functions of Excel.

Topics covered include:

• Reading data into Excel using various formats

• Basic functions in Excel, arithmetic as well as various logical functions

• Formatting rows and columns

• Using formulas in Excel and their copy and paste using absolute and relative referencing

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WEEK 2

Module 2: Spreadsheet Functions to Organize Data

This module introduces various Excel functions to organize and query data. Learners are introduced to the IF, nested IF, VLOOKUP and the HLOOKUP functions of Excel.

Topics covered include:

• IF and the nested IF functions

• VLOOKUP and HLOOKUP

• The RANDBETWEEN function

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WEEK 3

Module 3: Introduction to Filtering, Pivot Tables, and Charts

This module introduces various data filtering capabilities of Excel. You’ll learn how to set filters in data to selectively access data. A very powerful data summarizing tool, the Pivot Table, is also explained and we begin to introduce the charting feature of Excel.

Topics covered include:

• VLOOKUP across worksheets

• Data filtering in Excel

• Use of Pivot tables with categorical as well as numerical data

• Introduction to the charting capability of Excel

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WEEK 4

Module 4: Advanced Graphing and Charting

This module explores various advanced graphing and charting techniques available in Excel. Starting with various line, bar and pie charts we introduce pivot charts, scatter plots and histograms. You will get to understand these various charts and get to build them on your own.

Topics covered include

• Line, Bar and Pie charts

• Pivot charts

• Scatter plots

• Histograms

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What's inside

Syllabus

Introduction to Spreadsheets
Spreadsheet Functions to Organize Data
Introduction to some more useful functions such as the IF, nested IF, VLOOKUP and HLOOKUP functions in Excel.
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Introduction to Filtering, Pivot Tables, and Charts
Introduction to the Data filtering capabilities of Excel, the construction of Pivot Tables to organize data and introduction to charts in Excel.
Advanced Graphing and Charting
Constructing various Line, Bar and Pie charts. Using the Pivot chart features of Excel. Understanding and constructing Histograms and Scatterplots.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Helps learners master the basics of Excel
Provides a strong introduction to the use of Excel with the aim of getting learners to use it for more advanced topics in business statistics
Assumes learners have very little functional knowledge of Excel
Guides learners from basic operations such as reading data into excel to more advanced Excel functionality
Suitable for learners who use Excel regularly but at a peripheral level

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Reviews summary

Mix of positive and negative

According to students, Introduction to Data Analysis Using Excel has pros and cons. Positive reviews mention clear explanations and helpful quizzes. Negative ones say the material is basic and the instructor is slow.
Helpful for understanding topics.
"Quizzes test comprehension well."
"The quizzes helped me solidify my understanding of the material."
Clear explanations and instructions.
"Understandable content."
"Content is easy to grasp."
Too basic for some.
"I was expecting a more challenging curricula."
"This course was designed for complete beginners."
Slow; no use of shortcuts.
"The instructor did not use any shortcuts."
"The explanations are very longwinded."
"The pace was excruciatingly slow."

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 Introduction to Data Analysis Using Excel with these activities:
Organize and review course materials
Organization and review of course materials can improve understanding and clarify concepts before the course begins.
Browse courses on Study Skills
Show steps
  • Download or print the course materials.
  • Create a system for organizing the materials.
  • Review the materials regularly.
Create a simple Excel workbook
Test your understanding of the basic concepts of Excel by creating your workbook.
Show steps
  • Open Microsoft Excel and create a new workbook.
  • Enter some data into the cells.
  • Format the cells with different fonts, colors, and alignments.
  • Save the workbook to your computer.
Create a formula to add two cells
Performing repetitive exercises can help solidify understanding and familiarity with basic Excel functions.
Show steps
  • Open a new Excel workbook.
  • Enter two numbers into adjacent cells.
  • Use the formula bar to add the two cells.
  • Press Enter to see the result.
Six other activities
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Create a spreadsheet to track your budget
Applying Excel skills to a practical project can reinforce learning and demonstrate practical applications.
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Show steps
  • Determine the categories you want to track.
  • Create a new spreadsheet.
  • Enter your income and expenses.
  • Use formulas to calculate totals and balances.
Follow a tutorial on VLOOKUP
Structured tutorials can provide clear and concise guidance on specific Excel functions like VLOOKUP, improving understanding and familiarity.
Show steps
  • Search for a tutorial on VLOOKUP.
  • Watch or read the tutorial.
  • Follow the steps in the tutorial to use VLOOKUP in Excel.
Attend an Excel workshop
Workshops provide structured learning opportunities with hands-on activities to refine and extend Excel skills.
Show steps
  • Find an Excel workshop that fits your schedule and interests.
  • Register for the workshop.
  • Attend the workshop and participate actively.
Write a blog post on how to use Excel for data analysis
Creating content on a course-related topic can deepen understanding and reinforce key concepts.
Browse courses on Data Analysis
Show steps
  • Choose a specific data analysis topic.
  • Research and gather information on the topic.
  • Write the blog post, explaining the topic and providing examples.
  • Publish the blog post on a relevant platform.
Participate in an Excel competition
Competitions provide a challenging and motivating environment to apply and extend Excel skills.
Show steps
  • Find an Excel competition that aligns with your interests and skill level.
  • Register for the competition.
  • Practice and prepare for the competition.
  • Participate in the competition and give your best effort.
Tutor other students in Excel
Tutoring others can solidify understanding and reinforce knowledge while also contributing to the success of fellow learners.
Show steps
  • Identify students who need help with Excel.
  • Offer to tutor them.
  • Prepare materials and lesson plans.
  • Meet with the students and provide guidance.

Career center

Learners who complete Introduction to Data Analysis Using Excel will develop knowledge and skills that may be useful to these careers:
Data Scientist
Data Scientists use Excel to clean, analyze, and interpret data. They use this data to build machine learning models and develop data-driven solutions. This course provides a strong foundation for aspiring or junior Data Scientists. If you are specifically interested in working with large data sets, you will develop a great working knowledge of using formulas in Excel to process, summarize, and visualize data.
Data Analyst
Data analysts use Excel to clean, analyze, and present data. This course provides a strong foundation for aspiring Data Analysts. If you are specifically interested in working with large data sets, you will develop a great working knowledge of using formulas in Excel to process, summarize, and visualize data.
Business Intelligence Analyst
Business Intelligence Analysts use Excel to analyze and interpret data. With it, they can identify trends and patterns in data, and make recommendations for improving business performance. The course introduces and explains many essential data analysis functions and skills, including conditional logic, graphing and charting, organizing data, and using formulas to manipulate data. For example, the nested IF function, VLOOKUP function, and Pivot Tables are all covered in detail and explained from a beginner's perspective. This makes the course useful for both new and seasoned Business Intelligence Analysts.
Marketing Analyst
Marketing Analysts use Excel to analyze and interpret data. With it, they can understand marketing campaigns, customer behavior, and market trends. The course introduces and explains many essential data analysis functions and skills, including conditional logic, graphing and charting, organizing data, and using formulas to manipulate data. For example, the nested IF function, VLOOKUP function, and Pivot Tables are all covered in detail and explained from a beginner's perspective. This makes the course useful for both new and experienced Marketing Analysts.
Product Manager
Product Managers use Excel to analyze and interpret data. With it, they can understand customer needs and usage patterns. The course introduces and explains many essential data analysis functions and skills, including conditional logic, graphing and charting, organizing data, and using formulas to manipulate data. For example, the nested IF function, VLOOKUP function, and Pivot Tables are all covered in detail and explained from a beginner's perspective. This makes the course useful for both new and seasoned Product Managers.
Financial Manager
Financial Managers need to be able to analyze and interpret financial data. This course introduces and explains many essential financial functions and skills, including conditional logic, graphing and charting, organizing financial data, and using financial formulas to manipulate data. For a newer professional who may not yet be familiar with Microsoft Excel, all aspects of the course are introduced and explained from a beginner's perspective. This makes the course useful for both new and seasoned Financial Managers.
Business Analyst
Business Analysts use Excel to solve business problems. They do this through cleaning, presenting, and analyzing data. This course will teach you the fundamentals of Excel, and how to use that program to organize, manipulate, and visualize data in order to solve these business problems.
Software Engineer
Software Engineers use Excel to analyze and interpret data. This can be used to track project progress, manage resources, and identify areas for improvement. The course introduces and explains many essential data analysis functions and skills, including conditional logic, graphing and charting, organizing data, and using formulas to manipulate data. For example, the nested IF function, VLOOKUP function, and Pivot Tables are all covered in detail and explained from a beginner's perspective. This makes the course useful for both new and seasoned Software Engineers.
Financial Analyst
Analyzing financial data, trends, and forecasts play a major role in the role of a Financial Analyst. This course introduces and explains many essential financial functions and skills, including conditional logic, graphing and charting, organizing financial data, and using financial formulas to manipulate data. For a newer professional who may not yet be familiar with Microsoft Excel, all aspects of the course are introduced and explained from a beginner's perspective. This means that the course is a useful for both newbie and veteran Financial Analysts.
Credit Analyst
Credit Analysts use Excel to analyze and interpret financial data. This course introduces and explains many essential financial functions and skills, including conditional logic, graphing and charting, organizing financial data, and using financial formulas to manipulate data. For a newer professional who may not yet be familiar with Microsoft Excel, all aspects of the course are introduced and explained from a beginner's perspective. This makes the course useful for both new and seasoned Credit Analysts.
Accountant
Introduction to Data Analysis Using Excel provides a strong foundation for Excel, which is widely used by Accountants. Whether you're a seasoned accountant or you're seeking to move into the field, this course will be very helpful. Accountants need the ability to effectively organize, visualize, analyze, and interpret data. The course covers basic and advanced functions, as well as combining and organizing large datasets.
Management Consultant
Management Consultants analyze and solve business problems. They use Excel to clean, present, and analyze data. This course will teach you the fundamentals of Excel and how to use that program to organize, manipulate, and visualize data in order to solve these business problems.
Statistician
Statisticians use Excel to clean, analyze, and present data. This course is a great introduction to Excel for aspiring or junior Statisticians. The use of statistical tools are taught in the course, as well as the basics of data manipulation and formatting. This course serves as a good foundation for more complex data analysis courses.
Quantitative Analyst
This course is a great introduction to Excel for aspiring or junior Quantitative Analysts. The use of statistical tools such as the RANDBETWEEN function are taught in the course, as well as the basics of data manipulation and formatting. This course serves as a good foundation for more complex data analysis courses.
Operations Research Analyst
Operations Research Analysts use advanced analytical techniques to solve operational problems. They use Excel to analyze and visualize data, and to build and solve models. This course would serve as a great primer for someone looking to move into OR who is new to working with Excel.

Featured in The Course Notes

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Reading list

We've selected 11 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 Introduction to Data Analysis Using Excel.
The Excel 2019 Bible comprehensive guide to Microsoft Excel 2019. It covers all the basics of Excel, as well as more advanced topics such as data analysis, pivot tables, and macros. great resource for anyone who wants to learn more about Excel.
Provides a comprehensive overview of data analysis and modeling in Excel. It covers topics such as data cleaning, data exploration, statistical analysis, and regression modeling. This book great resource for anyone who wants to learn more about data analysis and modeling in Excel.
Practical guide to data analysis using Excel. It covers topics such as data cleaning, data exploration, statistical analysis, and data visualization. This book great resource for anyone who wants to learn more about data analysis using Excel.
Comprehensive guide to pivot tables in Excel. It covers all the basics of pivot tables, as well as more advanced topics such as creating calculated fields, using slicers, and creating pivot charts. This book great resource for anyone who wants to learn more about pivot tables in Excel.
Guide to creating effective charts and graphs in Excel. It covers topics such as choosing the right chart type, formatting charts and graphs, and using charts and graphs to communicate data. This book great resource for anyone who wants to learn more about creating effective charts and graphs in Excel.
Guide to programming in Excel using Visual Basic for Applications (VBA). It covers topics such as creating macros, using VBA functions, and debugging VBA code. This book great resource for anyone who wants to learn more about programming in Excel using VBA.
Guide to using Power Query for Excel and Power BI. It covers topics such as data cleaning, data transformation, and data visualization. This book great resource for anyone who wants to learn more about using Power Query for Excel and Power BI.
Guide to data analysis and business modeling using Microsoft Excel. It covers topics such as data cleaning, data exploration, statistical analysis, and financial modeling. This book great resource for anyone who wants to learn more about data analysis and business modeling using Microsoft Excel.
Guide to data analysis using Excel and R. It covers topics such as data cleaning, data exploration, statistical analysis, and data visualization. This book great resource for anyone who wants to learn more about data analysis using Excel and R.
Guide to data analysis using Excel for dummies. It covers topics such as data cleaning, data exploration, statistical analysis, and data visualization. This book great resource for anyone who wants to learn more about data analysis using Excel.

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