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Joseph Yeates

Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis.

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Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis.

In this course, you’ll apply Excel’s native tools to structure your data into spreadsheets and tables. You’ll then analyze and produce insights from that data using pivot tables. Finally, you’ll visualize those insights by building a dashboard in Excel.

You’ll apply these skills using modern functionality like dynamic array formulas, linked data types, and Ideas in Excel. You’ll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales.

By the end of the course, you'll be able to:

● analyze a dataset using native Excel tools

● apply Excel tools and formulas to transform and structure your data

● create pivot tables to slice and dice your data

● visualize data with pivot charts and Excel Charts

● describe the landscape of data analysis and visualization

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What's inside

Syllabus

Getting Started
Welcome to the Fundamentals of Data Analysis in Excel course.
Analyze Data
In this module, we will learn to analyze a dataset using native Excel tools.
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Transform Data
In this module, we will learn to apply Excel tools and formulas to transform and structure our data.
Excel Tables
Dynamic Arrays
Pivot Tables
In this module, we will learn to explore the landscape of data analysis and visualization and create pivot tables to slice and dice your data.
Visualize Data
In this module, we will learn to visualize data with pivot and Excel charts.
Course Conclusion

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides a strong foundation for beginners who want to dive into data analysis
Covers essential Excel tools and techniques used in the industry
Offers hands-on practice with real-world datasets, making the learning experience more practical
Teaches modern Excel functionality, such as dynamic array formulas and linked data types
Provides a comprehensive overview of data analysis and visualization techniques in 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 Fundamentals of Data Analysis in Excel with these activities:
Review prerequisite material
Refresh your knowledge of basic Excel functionality, including spreadsheet navigation, formula writing, and data manipulation, to enhance your understanding of the course material.
Browse courses on Excel
Show steps
  • Review basic spreadsheet functions, such as cell referencing, data entry, and formatting.
  • Practice writing simple formulas using operators and functions.
  • Explore data manipulation techniques, such as sorting, filtering, and conditional formatting.
Attend an Excel User Group Meeting
Engage with other Excel users, learn about new techniques, and gain insights from industry professionals.
Show steps
  • Locate an Excel user group in your area or online.
  • Attend a meeting and participate in discussions on Excel topics.
  • Network with other attendees to expand your knowledge and career opportunities.
Solve Excel Pivot Table Practice Problems
Practice using Excel pivot tables to gain proficiency in data analysis.
Browse courses on Pivot Tables
Show steps
  • Access online practice problems or download a practice workbook.
  • Solve the practice problems and verify your answers.
Six other activities
Expand to see all activities and additional details
Show all nine activities
Excel Exercise: Data Analysis and Visualization
Reinforce your understanding of Excel's data analysis and visualization capabilities by completing a series of guided exercises.
Show steps
  • Analyze a dataset using pivot tables to summarize and explore data.
  • Create pivot charts to visualize data trends and patterns.
  • Use Excel's built-in functions and formulas to perform data manipulation and analysis.
Start an Excel Analytics Portfolio
Build a portfolio of your Excel projects to demonstrate your skills and knowledge to potential employers or clients.
Show steps
  • Create a new folder or online space for your portfolio.
  • Include your best Excel projects, showcasing your data analysis and visualization abilities.
  • Update your portfolio regularly with new projects and accomplishments.
Follow Excel Dashboard Tutorial
Gain hands-on experience building Excel dashboards to enhance your data presentation skills.
Browse courses on Data Visualization
Show steps
  • Find a comprehensive Excel dashboard tutorial.
  • Follow the tutorial step-by-step and recreate the dashboard.
  • Experiment with different data sets and dashboard designs.
Explore Excel's Advanced Features for Data Analysis
Expand your Excel knowledge by following online tutorials that cover advanced features such as Power Query, Power BI, and VBA.
Show steps
  • Follow a tutorial on Power Query to automate data import and transformation.
  • Explore Power BI tutorials to learn how to create interactive data visualizations.
  • Learn the basics of VBA to automate repetitive tasks and enhance your Excel workflows.
Develop a Data Analysis Project
Apply your Excel skills to a real-world dataset to deepen your understanding and showcase your abilities.
Show steps
  • Identify a business problem or research question.
  • Gather and clean the data.
  • Perform data analysis using Excel tools.
  • Create visualizations and dashboards to present your insights.
Excel Dashboard Project
Apply your newfound skills by creating an interactive Excel dashboard that visualizes and analyzes a dataset of your choice.
Show steps
  • Choose a dataset that aligns with your interests or industry.
  • Design and develop a dashboard that effectively presents key insights and trends from the data.
  • Explore advanced Excel features, such as dynamic charts and linked data types, to enhance the dashboard's functionality.

Career center

Learners who complete Fundamentals of Data Analysis in Excel will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data Analysts study data and help businesses make informed decisions. They collect, clean, and analyze data, and then present their findings in a way that is easy to understand. The Fundamentals of Data Analysis in Excel course can help you develop the skills you need to succeed as a Data Analyst. You will learn how to use Excel to analyze data, create pivot tables, and visualize data. These skills are essential for Data Analysts, and the course will give you a strong foundation in the field.
Financial Analyst
Financial Analysts help businesses make sound financial decisions. They analyze financial data, develop financial models, and make recommendations on investment and financing strategies. The Fundamentals of Data Analysis in Excel course can help you develop the skills you need to succeed as a Financial Analyst. You will learn how to use Excel to analyze financial data, create pivot tables, and visualize data. These skills are essential for Financial Analysts, and the course will give you a strong foundation in the field.
Business Analyst
Business Analysts help businesses improve their performance by analyzing data and identifying areas for improvement. They develop solutions to business problems and recommend ways to improve efficiency and effectiveness. The Fundamentals of Data Analysis in Excel course can help you develop the skills you need to succeed as a Business Analyst. You will learn how to use Excel to analyze data, create pivot tables, and visualize data. These skills are essential for Business Analysts, and the course will give you a strong foundation in the field.
Market Researcher
Market Researchers study consumer behavior and trends. They collect, analyze, and interpret data to help businesses understand their target markets. The Fundamentals of Data Analysis in Excel course can help you develop the skills you need to succeed as a Market Researcher. You will learn how to use Excel to analyze data, create pivot tables, and visualize data. These skills are essential for Market Researchers, and the course will give you a strong foundation in the field.
Data Scientist
Data Scientists use data to solve business problems. They develop and implement data-driven solutions to improve efficiency, productivity, and profitability. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Data Scientist. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are essential for Data Scientists, and the course will give you a foundation in the field.
Statistician
Statisticians collect, analyze, and interpret data. They use their findings to make informed decisions about a wide range of topics, from public health to climate change. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Statistician. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are essential for Statisticians, and the course will give you a foundation in the field.
Data Engineer
Data Engineers design and build systems for storing, processing, and analyzing data. They work with data scientists and other professionals to ensure that data is available and usable for decision-making. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Data Engineer. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are essential for Data Engineers, and the course will give you a foundation in the field.
Software Engineer
Software Engineers design, develop, and maintain software applications. They work with a variety of programming languages and technologies to create software that meets the needs of users. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Software Engineer. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Software Engineers, but they can be helpful for understanding how data is used in software applications.
Computer Scientist
Computer Scientists study the theory and design of computers. They develop new algorithms and data structures to improve the performance of computers. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Computer Scientist. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Computer Scientists, but they can be helpful for understanding how data is used in computer systems.
Operations Research Analyst
Operations Research Analysts use mathematical and statistical techniques to solve business problems. They develop models to optimize operations and improve efficiency. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become an Operations Research Analyst. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Operations Research Analysts, but they can be helpful for understanding how data is used in operations research models.
Actuary
Actuaries use mathematical and statistical techniques to assess risk and uncertainty. They work with insurance companies and other organizations to develop insurance products and pricing strategies. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become an Actuary. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Actuaries, but they can be helpful for understanding how data is used in actuarial models.
Epidemiologist
Epidemiologists study the distribution and determinants of health-related states or events in specified populations. They use this information to develop and implement public health programs to prevent and control disease. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become an Epidemiologist. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Epidemiologists, but they can be helpful for understanding how data is used in epidemiological research.
Biostatistician
Biostatisticians apply statistical methods to solve problems in biology and medicine. They work with scientists and clinicians to design and analyze research studies, and to interpret the results of those studies. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Biostatistician. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Biostatisticians, but they can be helpful for understanding how data is used in biostatistical research.
Quantitative Analyst
Quantitative Analysts use mathematical and statistical techniques to analyze financial data. They develop models to predict financial risk and to make investment decisions. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become a Quantitative Analyst. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Quantitative Analysts, but they can be helpful for understanding how data is used in financial models.
Economist
Economists study the production, distribution, and consumption of goods and services. They develop theories and models to explain economic phenomena, and they use data to test and refine those theories. The Fundamentals of Data Analysis in Excel course may be useful for you if you want to become an Economist. The course will teach you how to use Excel to analyze data, create pivot tables, and visualize data. These skills are not essential for Economists, but they can be helpful for understanding how data is used in economic research.

Reading list

We've selected 17 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 Fundamentals of Data Analysis in Excel.
Provides a comprehensive overview of data analysis techniques using Microsoft Excel. Covers data preparation, exploration, statistical analysis, and visualization.
Introduces the basic and essential methods of data analysis and modeling using Excel. good reference if you need more in-depth coverage or additional context for this course.
Covers advanced Excel functions and techniques for data analysis, including pivot tables, formulas, and macros.
Provides a simplified introduction to data analysis using Excel. can help build a solid foundation in the subject matter.
Focuses on data analysis and visualization using the R programming language. is helpful for exploring additional data analysis tools and techniques.
Introduces data analysis using Power BI, another data analysis software tool. provides an understanding of data analysis techniques that can complement this course.
Introduces Python as an alternative to Excel for data analysis, covering data manipulation, visualization, and statistical modeling.
Provides an overview of data analysis and machine learning concepts, using Python for implementation.
For those interested in automating Excel tasks, this book provides an introduction to VBA programming.

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