Excel Analysis: Formulas, Functions, and Data Visualization

Packt via Coursera

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

14 weeks, 1 hour a week
Sessions

Self-Paced
Level

Beginner
Subtitles

English

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Overview

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Advance your Excel skills by mastering formulas, functions, and data analysis tools. Learn to create insightful reports and visualizations that drive informed business decisions. This course covers the core analytical capabilities of Excel, including Pivot Tables, Conditional Formatting, and a wide range of formulas and functions for calculations, logical operations, and data lookup. You will develop proficiency in using Excel's text, date, and statistical functions, as well as new Office 365 features. The course also guides you through creating and customizing charts, enabling you to present data clearly and effectively. Follow structured video tutorials and quizzes that break down complex concepts into manageable steps. The course focuses on practical examples and best practices, empowering you to analyze and visualize data with confidence. This course is part two of a three-course Specialization designed to build a complete and cohesive understanding of the subject. While it offers valuable skills on its own, you'll gain the most benefit by progressing through all three courses as a structured learning journey. This course is based on Microsoft Excel - Beginner to Advanced in Animation and AI, by KultureHire, Kadhiravan Jayachandiran. This course is licensed and distributed by Packt. All rights reserved. Packt is one of the world's most prolific publishers of cutting-edge technical content. For over two decades we've made it our mission to curate and publish the knowledge of only the very best technical experts. We focus on real-world courses that help our customers get the job done, with coverage that extends across a wide range of established and cutting-edge technical topics. If you're an individual or an organisation that embraces learning by doing, Packt is the perfect fit for you.

Syllabus

Pivot Tables for Analyzing Data
- This module teaches how to use pivot tables to summarize, analyze, and interpret business data effectively. Learners will gain hands-on experience with creating, customizing, and refining pivot tables for various data scenarios. Topics include sorting, filtering, grouping, and updating data sources to enhance reporting and decision-making.
Conditional Formatting for Visualizing Data
- This module explores the use of conditional formatting in Excel to enhance data visualization. Learners will discover how to apply tools like data bars, color scales, and icon sets to make data more intuitive and visually engaging. The module also covers best practices for customizing these features to suit different datasets and reporting needs.
Printing and Layout Management
- This module covers essential skills for formatting and printing Excel sheets, including setting print areas, managing page breaks, fitting columns, and configuring print titles. Learners will gain the ability to produce professional and well-organized printed reports from Excel spreadsheets.
Formulas and Functions 101
- This module introduces the foundational concepts of formulas and functions in Excel, covering their roles, differences, and practical applications. Learners will explore various function types and gain hands-on experience in creating and using basic formulas. The content emphasizes how to efficiently perform calculations and automate tasks within spreadsheets.
Basic Excel Functions
- This module covers essential Excel functions such as SUM, AVERAGE, COUNT, COUNTA, MAX, and MIN, teaching learners how to perform calculations, analyze data, and apply these tools in real-world business scenarios.
Some More Fundamentals of Excel Functions
- This module covers essential Excel formula referencing techniques, including relative and absolute references, named ranges, and best practices for managing and applying these concepts in real-world scenarios. Learners will gain the ability to create dynamic and maintainable spreadsheets through practical examples and knowledge checks.
Logical Aggregations and Operators
- This module covers advanced logical functions and operators in Excel, including IF, AND, OR, SUMIF, AVERAGEIF, and more. Learners will gain skills in performing complex logical tests, aggregating data based on conditions, and using wildcards and multiple criteria in formulas. The module also includes practical assignments to reinforce real-world Excel problem-solving.
Basic and Advanced Text Functions
- This module equips learners with essential and advanced Excel text functions to manipulate, clean, and format text data efficiently. You'll gain hands-on experience with functions like LEFT, RIGHT, MID, CONCAT, and TEXTBEFORE, as well as learn how to handle delimiters, case transformations, and text formatting. By the end, you'll be able to work confidently with complex text data in Excel.
Data and Time Functions
- This module equips learners with essential skills to work with date and time functions in Excel. It covers extracting and manipulating date components, calculating time intervals, and using specialized functions for business data analysis. Learners will gain practical knowledge applicable to real-world spreadsheet tasks.
Lookup Functions
- This module provides a comprehensive overview of lookup functions in Excel, focusing on VLOOKUP and XLOOKUP. Learners will explore how to use these functions for data retrieval, understand their limitations, and apply them in various business scenarios. The course also covers advanced techniques like wildcards, approximate matches, and horizontal datasets.
Rounding and Statistical Functions
- This module covers essential Excel rounding functions, including ROUND, ROUNDUP, ROUNDDOWN, MROUND, CEILING, and FLOOR. Learners will gain practical skills in applying these functions to solve real-world data manipulation problems.
Introduction to Nested Functions
- This module explores the use of nested formulas in Excel, focusing on building, analyzing, and applying complex functions for advanced data manipulation. Learners will gain hands-on experience in constructing multi-step calculations and leveraging tools like ChatGPT to enhance their workflow. The content emphasizes logical reasoning and precision in formula design for real-world applications.
New Office 365 Functions in Excel
- This module explores advanced Excel functions that allow users to clean, reshape, and manipulate data efficiently. Learners will discover tools like UNIQUE, TOCOL, TOROW, VSTACK, HSTACK, and data pipeline functions to streamline data processing without relying on pivot tables. By the end, they will be able to handle complex datasets with greater flexibility and precision.
Charts and Its Customization
- This module explores various types of charts used in Excel, including column, bar, line, area, and pie charts. Learners will gain skills in creating, customizing, and interpreting different chart formats to effectively visualize data trends and comparisons. The content emphasizes selecting the right chart type for specific data scenarios.