Project Description

2 Days, Virtual, Instructor-Led
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10994: Data Analysis Fundamentals Using Excel  

Course Description

The main purpose of the course is to give students the ability to add analysis capabilities to Excel spreadsheets and to provide students with a foundation to learn about more advanced data analytics with Excel or Power BI. 

Audience Profile  

This course is intended for anyone who wants to take the data analysis technologies in Excel beyond formulas and add more advanced capabilities such as dashboards, hierarchies, and relationships. 

Course Completion  

After completing this course, students will be able to: 

  • Create an Excel report 
  • Create an Excel table 
  • Create a pivot table and pivot chart 
  • Create a dashboard and analyse data 
  • Create Hierarchies 
  • Create an Excel data model and connect to external data 

Prerequisites  

Before attending this course, students must have: 

  • Basic knowledge of the Microsoft Windows operating system and its core functionality 
  • Advanced working knowledge of Excel spreadsheets including formulas 

Course Outline  

Module 1: Reporting in Excel 

This module explains how to create a report in Excel. 

Lessons 

  • Filtering and Formatting Data 
  • Charts 

Lab: Create an Excel report 

  • Filtering Excel Data 
  • Formatting Excel Data 
  • Create excel Charts 

After completing this module, students will be able to: 

  • Filter and format data 
  • Create charts 

Module 2: Excel Tables 

This module explains how to create data tables in Excel. 

Lessons 

  • Excel Data Tables 
  • Summarizing Data 

Lab: Create an Excel Table 

  • Create an Excel Table 
  • Summarize Excel Data 

After completing this module, students will be able to: 

  • Explain what Excel Data tables are 
  • Sort, filter, and validate data 
  • Summarize data 
  • Format summarized data 

Module 3: Pivot Tables and Pivot Charts 

This module describes pivot tables and pivot charts and how to work with them. 

Lessons 

  • Pivot Tables 
  • Pivot Charts 
  • Editing Pivot Tables and Pivot Charts 

Lab: Importing Data from a CSV File 

  • Creating a Pivot Table 
  • Creating a Pivot Chart 
  • Editing Pivot Tables and Pivot Charts 

After completing this module, students will be able to: 

  • Describe pivot tables and how to create them 
  • Describe the various elements of a pivot chart 
  • Edit pivot tables and pivot charts 

Module 4: Dashboards 

This module describes Excel dashboards, how to create them and the role in data analysis in Excel pivot tables. 

Lessons 

  • Creating a Dashboard 
  • Data Analysis in Excel Pivot Tables 

Lab: Create a Dashboard 

  • Arranging Tables and Charts 
  • Slicing Data 
  • Data Analysis 

After completing this module, students will be able to: 

  • Describe a dashboard 
  • Filter data using a slicer 
  • Add calculated columns to a dashboard 
  • Find anomalies 

Module 5: Hierarchies 

This module describes hierarchies and time data. 

Lessons 

  • Hierarchies 
  • Time Data 

Lab: Creating Hierarchies 

  • Create a Hierarchy 
  • Configure Time data 
  • Create an Animated Time Chart 

After completing this module, students will be able to: 

  • Describe hierarchies 
  • Create levels within a hierarchy 
  • Explain why time data is different and how to work with it 

Module 6: The Excel Data Model 

This module explores the Excel data model and looks at ways of extending it. 

Lessons 

  • Using an Excel Data Model 
  • External Data 

Lab: Explore an Excel Data Model 

  • Add Multiple Tables 
  • Create Relationships 
  • Add External Data 

After completing this module, students will be able to: 

  • Explain an Excel Data Model and how to use it 
  • Import External Data and use it 
  • Link out to external data