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Data Analysis and Visualization with Microsoft® Excel®

Course number: CGIDAV40

Technology and the data that it collects and makes accessible are now interwoven with businesses and lives. The era of “big data” has exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantage.

Analyzing data to find issues, insights and opportunities is now a critical part of many job roles. Beyond the analysis, data analysts in all job roles must be able to effectively present and communicate their findings in visually compelling ways.

Microsoft® Excel® is designed for this purpose. Excel can connect to a wide range of data sources, perform robust data analysis and create diverse and robust data-backed visualizations to show insights, trends, and create reports. These capabilities
enable people who use Excel for data analysis to turn data into thoughtful action.

Course Objectives:

In this course, you will analyze and visualize data using Microsoft Excel and associated tools. You will:

  • Perform data analysis fundamentals
  • Visualize data with Excel
  • Analyze data with formats and functions
  • Analyze data with PivotTables
  • Present visual insights with dashboards in Excel
  • Create geospatial visualization with Excel
  • Perform statistical analysis
  • Get and transform data
  • Model and analyze data with Power Pivot
  • Present insights with reports
Prerequisites
  • To ensure success, you should have baseline skills using Microsoft Excel worksheets, particularly in creating workbooks with formulas and functions. Additional workplace experience with Excel is highly recommended.
Target Audience

This course is designed for students who already have foundational knowledge and skills in Excel, and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, to use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and to visualize data and insights using advanced visualizations in charts and dashboards in Excel.

Course Content
Lesson 1: Data Analysis Fundamentals
  • Topic A: Introduction to Data Science
  • Topic B: Create and Modify Tables
  • Topic C: Sort and Filter Data
Lesson 2: Visualizing Data with Excel
  • Topic A: Visualize Data with Charts
  • Topic B: Modify and Format Charts
  • Topic C: Apply Best Practices in Chart Design
Lesson 3: Analyzing Data with Formulas and Functions
  • Topic A: Analyze Data with Formulas and Named Ranges
  • Topic B: Analyze Data with Functions
  • Topic C: Implement Data Validation, Forms, and Controls
  • Topic D: Create Conditional Visualizations with Lookup Functions
Lesson 4: Analyzing Data with PivotTables
  • Topic A: Create a PivotTable
  • Topic B: Analyze PivotTable Data
Lesson 5: Presenting Visual Insights with Dashboards in Excel
  • Topic A: Visualize Data with PivotCharts
  • Topic B: Filter Data Using Slicers and Timelines
  • Topic C: Create a Dashboard in Excel
Lesson 6: Creating Geospatial Visualizations with Excel
  • Topic A: Create Map Charts in Excel
  • Topic B: Customize Map Charts in Excel
Lesson 7: Performing Statistical Analysis
  • Topic A: Visualize Trendlines and Sparklines with Excel
  • Topic B: Analyze Data with the Data Analysis ToolPak
Lesson 8: Getting and Transforming Data
  • Topic A: Connect to Data with Queries
  • Topic B: Clean and Combine Data
  • Topic C: Shape and Transform Data
Lesson 9: Modeling and Analyzing Data with Power Pivot
  • Topic A: Install Power Pivot in Excel
  • Topic B: Create Data Models with Power Pivot
  • Topic C: Create Power Pivots
  • Topic D: Perform Advanced Data Analysis and Visualization
Lesson 10: Presenting Insights with Reports (Optional)
  • Topic A: Plan a Report
  • Topic B: Create a Report

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