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Alex Mannella

In this course, you will get hands-on instruction of advanced Excel 2013 functions. You’ll learn to use PowerPivot to build databases and data models. We’ll show you how to perform different types of scenario and simulation analysis and you’ll have an opportunity to practice these skills by leveraging some of Excel's built in tools including, solver, data tables, scenario manager and goal seek. In the second half of the course, will cover how to visualize data, tell a story and explore data by reviewing core principles of data visualization and dashboarding. You’ll use Excel to build complex graphs and Power View reports and then start to combine them into dynamic dashboards.

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In this course, you will get hands-on instruction of advanced Excel 2013 functions. You’ll learn to use PowerPivot to build databases and data models. We’ll show you how to perform different types of scenario and simulation analysis and you’ll have an opportunity to practice these skills by leveraging some of Excel's built in tools including, solver, data tables, scenario manager and goal seek. In the second half of the course, will cover how to visualize data, tell a story and explore data by reviewing core principles of data visualization and dashboarding. You’ll use Excel to build complex graphs and Power View reports and then start to combine them into dynamic dashboards.

Note: Learners will need PowerPivot to complete some of the exercises. Please use MS Excel 2013 version. If you have other MS Excel versions or a MAC you might not be able to complete all assignments.

This course was created by PricewaterhouseCoopers LLP with an address at 300 Madison Avenue, New York, New York, 10017.

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What's inside

Syllabus

Preparing a Professional Excel
During this first week, you are going to learn about the development of data models and databases. We will cover the components of data sets and the relational database models, database keys, relationships, and joins. We will also look at a tool called PowerPivot that is used to import and prepare data to build relational models, as well as visualize data. By the end of the week, you will have a working knowledge of how to develop a data model. Be sure to complete lessons in the order in which they are sequenced in the course.
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Develops advanced Excel skills, including scenario and simulation analysis, data visualization, and dashboarding
Led by instructors with experience in data analytics and visualization
Provides hands-on instruction and practice opportunities
Covers core principles and best practices of data visualization and dashboarding
Participants will need access to PowerPivot and MS Excel 2013 or later to complete assignments

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Reviews summary

Advanced excel for data analysis and visualization

According to learners, this course offers highly practical skills directly applicable to professional work, particularly in data visualization and dashboard creation. Many found the introduction to PowerPivot and advanced analysis techniques like scenario modeling to be valuable additions to their Excel knowledge. However, a significant point frequently raised is the course's reliance on requiring Microsoft Excel 2013 and specific PowerPivot access, which presents a major hurdle for users of newer Excel versions or Mac. While the content is generally praised for its relevance, prospective students must verify they have the necessary software environment to fully benefit.
Course is well-organized with helpful teaching methods.
"The weekly structure made it easy to follow the progression."
"Lessons were bite-sized and easy to digest."
"Instructor demos were very helpful in understanding the steps."
"Explanations were generally clear and easy to grasp."
"The course is clearly laid out and easy to navigate."
Provides a good overview of key advanced Excel features and concepts.
"Good introduction to PowerPivot and building data models."
"The data visualization principles were well explained."
"Provides a solid foundation, though I needed external resources for deeper dives."
"Covered important advanced features like Solver and Scenario Manager."
"Helped me understand the concepts behind creating dynamic dashboards in Excel."
Teaches practical data analysis and visualization skills for work.
"The skills taught in this course are directly applicable to my job."
"I found the sections on data visualization and dashboarding incredibly useful."
"Learned practical techniques I could use right away to analyze data."
"This course gave me tools to create better reports and analyses at work."
"Very relevant to anyone using Excel for data analysis and reporting in a business context."
Some topics are covered well, others could benefit from more depth.
"Some topics felt rushed, especially the advanced analysis methods."
"Wish there was more detail on complex PowerPivot use cases."
"The visualization section was good, but scenario analysis felt a bit brief."
"Needed external help to fully grasp some of the more advanced techniques demonstrated."
"Good overview but not always deep enough for truly advanced users."
Course exercises depend on an older Excel version and PowerPivot access.
"Be aware you need Excel 2013 and PowerPivot... I had trouble accessing it."
"The course materials strictly require Excel 2013. This is a significant barrier for users of newer versions or Mac."
"Could not complete some assignments because I didn't have the specific Excel 2013 setup mentioned."
"This course is completely unusable unless you have exactly Excel 2013 and the PowerPivot add-in configured."
"Please update the course to work with current Excel versions; the 2013 requirement is outdated."

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 with Advanced Excel with these activities:
Practice using Excel's SUMIF function
Ensure your proficiency with the SUMIF function for later use in the course.
Show steps
  • Create a spreadsheet with sample data.
  • Use the SUMIF function to calculate the total of specific values in the spreadsheet.
Review course notes and materials
Refresh your memory on the key concepts covered in the course.
Show steps
  • Go through your lecture notes and make sure you understand all the concepts.
  • Review the practice problems and assignments you completed during the course.
  • Take practice quizzes to test your understanding of the material.
Work through an online tutorial on advanced Excel functions
Expand your knowledge of advanced Excel functions.
Show steps
  • Find an online tutorial that covers the advanced Excel functions you want to learn.
  • Follow the steps in the tutorial to learn how to use the functions.
  • Practice using the functions in your own spreadsheets.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Build a simple dashboard in Excel
Solidify your dashboarding concepts and practice applying them.
Show steps
  • Use Excel's built-in templates to create a new dashboard
  • Add charts and graphs to visualize your data
  • Format the dashboard to make it presentable
Solve practice problems on scenario and simulation analysis
Strengthen your understanding of scenario and simulation analysis through practice.
Show steps
  • Find practice problems online or in textbooks.
  • Solve the practice problems using the techniques you learned in the course.
  • Check your answers against the provided solutions.
Create a video tutorial on a specific Excel function
Reinforce your understanding of Excel functions by teaching them to others.
Show steps
  • Choose an Excel function that you are comfortable with.
  • Write a script for your video tutorial.
  • Record and edit your video tutorial.
  • Publish your video tutorial on YouTube or another video sharing platform.
Create a data visualization dashboard for a real-world dataset
Apply your data visualization and dashboarding skills to a practical project.
Show steps
  • Choose a real-world dataset that you are interested in.
  • Clean and prepare the data for analysis.
  • Create a data visualization dashboard that presents the data in a clear and concise way.
  • Present your dashboard to others and get feedback.

Career center

Learners who complete Data Visualization with Advanced Excel will develop knowledge and skills that may be useful to these careers:
Data Analyst
Data analysts play a key role in understanding data and turning it into actionable strategies for businesses. This course can be useful for an aspiring or experienced data analyst as it helps build a foundation in data analysis and visualization techniques. You will learn how to transform raw data into insightful visuals, which is essential for effectively communicating insights to stakeholders.
Business Analyst
Business analysts help businesses understand and improve their operations. This course can be useful for someone looking to enter or advance in this field as it provides a solid foundation in data analysis and visualization. You will learn how to use data to identify opportunities, solve problems, and make better decisions.
Data Scientist
Data scientists apply scientific methods to analyze and interpret data. This course can be useful for aspiring data scientists as it provides a strong foundation in data analysis and visualization techniques. You will learn how to use advanced Excel functions and tools to extract insights from data.
Financial Analyst
Financial analysts help businesses make informed decisions about investments and financial planning. This course can be useful for aspiring or experienced financial analysts as it provides a solid foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze financial data and create insightful presentations.
Operations Research Analyst
Operations research analysts use mathematical and analytical techniques to solve business problems. This course can be useful for aspiring or experienced operations research analysts as it provides a strong foundation in data analysis and visualization techniques. You will learn how to use Excel to build models and simulations to optimize business processes.
Market Research Analyst
Market research analysts study market trends and consumer behavior to help businesses make informed decisions. This course can be useful for aspiring or experienced market research analysts as it provides a strong foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze market data and create insightful presentations.
Healthcare Analyst
Healthcare analysts use data to improve healthcare delivery and outcomes. This course can be useful for aspiring or experienced healthcare analysts as it provides a solid foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze healthcare data and create insightful presentations.
Actuary
Actuaries use mathematical and statistical techniques to assess risk and uncertainty. This course can be useful for aspiring or experienced actuaries as it provides a solid foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze data and develop models to assess risk.
Statistician
Statisticians collect, analyze, interpret, and present data. This course can be useful for aspiring or experienced statisticians as it provides a solid foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze data and create insightful presentations.
Data Visualization Specialist
Data visualization specialists design and create visual representations of data. This course can be useful for aspiring or experienced data visualization specialists as it provides a strong foundation in data visualization techniques. You will learn how to use Excel to create clear and concise data visualizations that communicate insights effectively.
Dashboard Developer
Dashboard developers create and maintain dashboards that display key performance indicators and other important data. This course can be useful for aspiring or experienced dashboard developers as it provides a solid foundation in data visualization and dashboarding techniques. You will learn how to use Excel to create interactive dashboards that provide insights at a glance.
Information Architect
Information architects design and organize the structure and content of websites and other digital products. This course can be useful for aspiring or experienced information architects as it provides a foundation in data visualization and dashboarding techniques. You will learn how to use Excel to create sitemaps and wireframes that effectively organize and present information.
User Experience (UX) Designer
User experience (UX) designers focus on the user's experience when interacting with a product or service. This course can be useful for aspiring or experienced UX designers as it provides a foundation in data visualization and dashboarding techniques. You will learn how to use Excel to create prototypes and user flows that help improve the user experience.
Product Manager
Product managers are responsible for the development and launch of new products. This course can be useful for aspiring or experienced product managers as it provides a foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze market data and create product roadmaps.
Marketing Manager
Marketing managers are responsible for developing and executing marketing campaigns. This course can be useful for aspiring or experienced marketing managers as it provides a foundation in data analysis and visualization techniques. You will learn how to use Excel to analyze market data and create marketing campaigns.

Reading list

We've selected nine 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 with Advanced Excel.
Can be considered a supplement to the course on advanced dashboarding. Power BI is one of the industry standard tools used for data visualization.
While it would not be considered a strict supplement due to its focus on Power BI, it provides useful background for dashboarding concepts.
Provides a comprehensive overview of advanced Excel functions, similar to the previous one. It would be more of a reference book than a book to read cover-to-cover, though.
Provides background concepts for statistical analysis, but is considered more of an academic overview than a practical implementation guide.
Has some overlap with the course on data visualization, but would be considered more of a supplemental reading.
Has some overlap in covering a few of the same topics as the course, but includes a lot of VBA programming instruction, which is not part of the course.

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