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Steve Ryan and Sandip Saha Joy

Spreadsheet tools like Excel are an essential tool for working with data - whether for data analytics, business, marketing, or research. This course is designed to give you a basic working knowledge of Excel and how to use it for analyzing data.

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Spreadsheet tools like Excel are an essential tool for working with data - whether for data analytics, business, marketing, or research. This course is designed to give you a basic working knowledge of Excel and how to use it for analyzing data.

This course is suitable for those who are interested in pursuing a career in data analysis or data science, as well as anyone looking to use Excel for data analysis in their own domain. No prior experience with spreadsheets or coding is required - all you need is a device with a modern web browser and the ability to create a Microsoft account to access Excel online at no cost. If you have a desktop version of Excel, you can also easily follow along with the course.

Throughout this course, you'll gain valuable experience working with data sets and spreadsheets. We'll start by introducing you to spreadsheets like Microsoft Excel and Google Sheets, and show you how to load data from multiple formats. From there, you'll learn how to perform basic data wrangling and cleansing tasks using functions, and expand your knowledge of data analysis through the use of filtering, sorting, and pivot tables.

There is a strong focus on practice and applied learning in this course. With each lab, you'll have the opportunity to manipulate data and gain hands-on experience using Excel. You'll learn how to clean and format your data efficiently, and convert it into a pivot table to make it more organized and readable. The final project will allow you to showcase your newly acquired data analysis skills by working with real data sets and spreadsheets.

By the end of this course, you'll have a solid foundation in using Excel for data analysis. You'll have worked with multiple data sets and spreadsheets, and will have the skills and knowledge needed to effectively clean and analyze data without having to learn any code. So let's get started!

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What's inside

Syllabus

Introduction to Data Analysis Using Spreadsheets
In this module, you will learn about the fundamentals of spreadsheet applications, and you will be introduced to the Excel interface and learn how to navigate your way around a worksheet and workbook.
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Provides a foundation for learners entering data science or data analysis professions
Offers in-depth coverage of various functions, filtering, and pivot table features
Hands-on labs provide practical experience using Excel spreadsheets
No prior experience with spreadsheets or coding required, making it accessible to beginners
Emphasis on data wrangling and cleansing tasks using functions and features
Instructors have notable experience and expertise in the topic of data analysis

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Reviews summary

Excel basics: solid foundation for data analysis

According to students, this course is a strong starting point for anyone new to spreadsheets and data analysis, particularly those aiming for a career in data. Learners highlight its well-structured content and clear explanations, making complex concepts easy to grasp. The hands-on labs and practical projects, especially on data cleaning and pivot tables, are frequently praised for reinforcing learning. However, some experienced Excel users found the course too basic and wished for more advanced techniques. A few mentioned that certain parts, like VLOOKUP explanations, could be improved or that some instructions felt slightly outdated.
Effectively covers crucial data wrangling, cleaning, and analysis techniques.
"I loved how they showed how to clean and wrangle data; it's exactly what I needed for my new role."
"The modules on data wrangling and cleaning were particularly strong and directly applicable to my job."
"I now feel much more confident using Excel for data tasks at work after taking this course."
Offers valuable hands-on experience through engaging labs and a final project.
"The hands-on labs are super helpful, making the learning process engaging and practical."
"The practical approach truly made a difference and the exercises reinforced every lesson for me."
"The labs provided great hands-on experience, allowing me to manipulate data directly."
Excellent for those new to Excel, providing clear and easy-to-follow instructions.
"This course is incredibly well-structured and perfect for absolute beginners."
"Absolutely brilliant for someone with no prior Excel experience! The explanations were crystal clear..."
"Excellent course for getting started with Excel for data analysis. The explanations are clear and easy to follow, even for someone who hasn't touched spreadsheets before."
A few sections could benefit from clarity or updates, such as VLOOKUP.
"Some topics felt a bit rushed, especially the VLOOKUP part, which I found confusing."
"My main critique is that some of the online Excel interface differences weren't always clear, but I managed."
"The course felt like it could use an update; some screenshots or instructions seemed a little off."
May be too simplistic for those with existing Excel knowledge or seeking advanced content.
"If you already know some Excel, this might be too basic. I was hoping for more advanced techniques..."
"Found this course too simplistic. I've used Excel before, and it didn't really teach me anything new."
"It's good for absolute novices, but not for intermediate users. The pacing was a bit slow for me."

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 Basics for Data Analysis with these activities:
Review Basic Math and Statistics Concepts
Strengthens your foundational understanding of mathematical and statistical concepts, which are essential for data analysis and will help you fully grasp the content of this course.
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  • Review your notes or textbooks on basic math concepts such as algebra, calculus, and probability.
  • Go through online resources or tutorials to refresh your knowledge of statistical concepts like mean, median, and standard deviation.
Review Introductory Statistics with Applications
Provides a strong foundation for understanding the concepts covered in this data analysis course and the fundamentals of data analytics.
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  • Read Chapters 1-3 to gain an understanding of the basics of statistics, data, and sampling.
  • Complete the practice exercises at the end of each chapter to test your understanding.
Participate in Excel Study Group
Provides an opportunity to collaborate with peers, exchange knowledge, and reinforce your understanding of the course material through discussions and problem-solving.
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  • Find a study partner or group who are also enrolled in the course.
  • Meet regularly to discuss course concepts, work on assignments together, and provide mutual support.
  • Engage in peer review of each other's work to provide constructive feedback and improve understanding.
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Begin a Personal Data Analysis Project
Allows you to apply the concepts learned in this course in a practical context, solidifying your understanding and enhancing your data analysis skills.
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  • Identify a dataset that interests you and align with the learning objectives of the course.
  • Develop a research question or hypothesis to guide your analysis.
  • Import the dataset into Excel and explore the data using descriptive statistics and visualization techniques.
  • Conduct analysis to answer your research question or test your hypothesis.
  • Present your findings in a clear and concise manner, highlighting the insights gained from the analysis.
Explore Tutorials on Advanced Excel Functions
Enhances your proficiency in Excel functions beyond the basics covered in the course, enabling you to perform more complex data manipulation and analysis tasks.
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  • Search for tutorials on advanced Excel functions such as INDEX, MATCH, and OFFSET.
  • Follow along with the tutorials, practicing the functions on sample datasets.
  • Experiment with the functions in your own Excel workbooks to gain hands-on experience.
Participate in an Excel Data Analysis Competition
Provides a unique opportunity to test your skills against other data enthusiasts, gain recognition for your abilities, and expand your knowledge through exposure to diverse approaches.
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  • Identify an Excel data analysis competition that aligns with your interests and skill level.
  • Form a team or work individually to prepare for the competition.
  • Analyze the provided dataset and develop data-driven insights and solutions.
  • Present your findings and compete against other teams for recognition and prizes.
Develop an Excel Tutorial
Solidifies your understanding of Excel and data analysis by requiring you to articulate the concepts in a clear and structured manner, which can also benefit others who are learning.
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  • Choose a specific Excel function or data analysis technique that you want to focus on.
  • Create a step-by-step tutorial that explains the concept in a clear and concise way.
  • Include screenshots, examples, and practice exercises to illustrate the concepts.
  • Share your tutorial with others through a blog, social media, or other platforms.
Contribute to an Open-Source Excel Project
Allows you to engage with the wider data analysis community, contribute to the development of open-source tools, and gain valuable practical experience.
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  • Identify an open-source Excel project that aligns with your interests and skills.
  • Review the project's documentation and familiarize yourself with its codebase.
  • Identify areas where you can contribute and propose your improvements or new features.
  • Create pull requests to submit your contributions and engage with the project maintainers.

Career center

Learners who complete Excel Basics for Data Analysis will develop knowledge and skills that may be useful to these careers:
Data Analyst
A Data Analyst examines and interprets data through statistical methods and software to extract meaningful insights. These insights support decision-making in organizations. This course can help build a foundation for a Data Analyst by teaching you how to handle, clean, and analyze data using Excel.
Market Research Analyst
Analyzing data and trends is essential for a Market Research Analyst. This course helps build a foundation for this career by teaching you how to analyze data using Excel. You will learn to clean and format your data efficiently, as well as how to create and use pivot tables for organized and readable data.
Financial Analyst
Spreadsheets, particularly Microsoft Excel, are one of the most important tools for financial analysis. In this course, you will learn the basics of using Excel for data analysis, which may help build the foundation for a successful career as a Financial Analyst.
Business Analyst
Business Analysts use data to analyze business processes and performance. This course helps build a foundation for this career by teaching you how to use Excel to clean, manipulate, and analyze data. You will learn how to use functions, filter, sort, and create pivot tables to make data more organized and readable.
Operations Research Analyst
Operations Research Analysts use mathematical and analytical methods to solve complex problems in various industries. This course may be useful for building a foundation for this career, by teaching you how to use Excel for data analysis.
Data Scientist
Data Scientists use their knowledge of data analysis and machine learning to solve complex problems and extract meaningful insights from data. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Statistician
Statisticians use mathematical and statistical methods to collect, analyze, interpret, and present data. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze data and make predictions. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Actuary
Actuaries use mathematical and statistical methods to assess risk and uncertainty. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Auditor
Auditors examine and analyze financial records to ensure accuracy and compliance. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Budget Analyst
Budget Analysts examine and analyze financial data to develop and manage budgets. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Cost Analyst
Cost Analysts examine and analyze financial data to determine the cost of products or services. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Financial Planner
Financial Planners help clients plan and manage their finances. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Investment Analyst
Investment Analysts examine and analyze financial data to make investment recommendations. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.
Risk Analyst
Risk Analysts examine and analyze financial data to identify and mitigate risks. This course may be useful for building a foundation for this career, by teaching you the basics of data analysis using Excel.

Featured in The Course Notes

This course is mentioned in our blog, The Course Notes. Read one article that features Excel Basics for Data Analysis:

Reading list

We've selected 12 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 Basics for Data Analysis.
Provides a comprehensive introduction to data analysis with R. It covers a wide range of topics, from basic data cleaning to advanced statistical analysis. It good book for those who want to learn more about using R for data analysis.
Provides a comprehensive overview of machine learning for data science. It covers a wide range of topics, from the basics of machine learning to advanced machine learning algorithms. It good book for those who want to learn more about using machine learning for data science.
Provides a comprehensive overview of data analysis with Excel. It covers a wide range of topics, from basic data cleaning to advanced statistical analysis. It good book for those who want to learn more about using Excel for data analysis.
Shows you how to create macros and VBA code in Excel. It covers a wide range of topics, from basic macro creation to advanced VBA programming. It good book for those who want to learn more about using VBA to automate tasks in Excel.
Provides a broad overview of data science, from the basics of data analysis to the ethical implications of using data. It good book for those who want to learn more about the field of data science.
Provides a comprehensive overview of data science for business. It covers a wide range of topics, from data collection to data analysis to data visualization. It good book for those who want to learn more about using data science to improve business outcomes.
Shows you how to create effective dashboards and reports in Excel. It covers a wide range of topics, from basic data visualization to advanced data analysis. It good book for those who want to learn more about using Excel for data visualization and reporting.
Shows you how to create effective pivot tables and charts in Excel. It covers a wide range of topics, from basic pivot table creation to advanced data analysis. It good book for those who want to learn more about using Excel for data visualization and reporting.
Provides a comprehensive overview of data visualization. It covers a wide range of topics, from the basics of data visualization to advanced data visualization techniques. It good book for those who want to learn more about using data visualization to communicate data insights.
Discusses in-depth, the concept that successful companies can fail due to being so heavily invested in current products and processes that they might fail to invest in innovation or disruptive technologies, and miss the next curve. This book would be of interest to those wanting to read more about the challenges of innovation in business.
Good introduction to data analysis with Excel. It is written in a clear and concise style, and it covers a wide range of topics, from basic data cleaning to advanced statistical analysis. It good book for those who are new to data analysis or who want to learn more about using Excel for data analysis.

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