Excel Formulas and Data Analysis Essentials

via Coursera

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Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

14 hours
Sessions

Self-Paced
Level

Intermediate
Subtitles

English

Found in

Overview

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This course focuses on mastering Excel formulas and data analysis techniques, which are essential skills in today’s data-driven professional world. Excel's powerful functions enable users to automate calculations, analyze trends, and gain insights efficiently. By learning how to build and apply formulas, you'll streamline workflows and make better decisions based on data. In this course, you'll learn how to construct formulas for a variety of tasks, including financial, statistical, and date/time analysis. You'll also become proficient in applying logical functions and error-handling techniques to ensure reliable results. As you progress, you'll gain the skills to filter, query, and perform large-scale analysis on complex datasets. What sets this course apart is its hands-on approach, which combines in-depth theoretical explanations with practical, real-world applications. You'll learn how to use Excel tools to solve common business and analysis challenges and improve decision-making processes. This course is designed for professionals and individuals who want to advance their Excel skills. Whether you're in finance, business, or data analysis, this course will help you unlock Excel’s full potential. Basic familiarity with Excel is recommended, but no prior expertise in data analysis is required. This course is part two of a three-course Specialization designed to provide a comprehensive learning pathway in this subject area. While it delivers standalone value and practical skills, learners seeking a more integrated and in-depth progression may benefit from completing the full Specialization. Copyright © 2022 by John Wiley & Sons, Inc., Hoboken, New Jersey Published simultaneously in Canada. Used by arrangement with John Wiley & Sons, Inc.

Syllabus

Building Basic Formulas

In this section, we explore building basic formulas in Excel using operators, AutoSum, and functions to transform static data into dynamic insights. Key concepts include managing relative, absolute, and mixed cell references, working with array formulas, and utilizing named ranges for clarity and efficiency in data analysis.

Logical Functions and Error Trapping

In this section, we explore how to identify and resolve formula errors in Excel using logical functions like IF, IFS, and SWITCH, along with error-trapping techniques such as ISERROR. We examine Excel's formula auditing tools, including tracing precedents and dependents, to locate and fix errors efficiently, ensuring data integrity and preventing errors from spreading across worksheets.

Date and Time Formulas

In this section, we explore practical techniques for working with date and time values in Excel, focusing on creating formulas that calculate elapsed dates and times. Key concepts include using Date and Time functions like EOMONTH, NETWORKDAYS, and TIMEVALUE to analyze and manipulate time-based data for accurate financial, project, and scheduling calculations.

Finagling Financial Formulas

In this section, we explore the use of Excel 2023's financial functions for practical financial modeling, including calculating present, future, and net present values. We focus on applying tools like PV, NPV, FV, and PMT to analyze investment returns and loan payments, emphasizing real-world financial decision-making.

Math and Statistical Formulas

In this section, we explore Excel's Math & Trig and Statistical functions, focusing on rounding, conditional summing with SUMIF and SUMIFS, and statistical analysis using AVERAGE, STDEV, and specialized functions. The content emphasizes practical applications for accurate data processing, enabling efficient interpretation and reporting of numerical information in real-world scenarios.

Lookup, Information, and Text Formulas

In this section, we explore Excel's lookup functions, including VLOOKUP, HLOOKUP, and XLOOKUP, for efficient data retrieval and table manipulation. We also cover IS functions for cell type evaluation, text functions like TEXTJOIN for string manipulation, and reference functions for cell information retrieval, enhancing data accuracy and workflow efficiency in spreadsheet management.

Protecting Workbooks and Worksheet Data

In this section, we explore how to secure Excel workbooks and worksheets using passwords and cell-level protection. Key concepts include setting passwords for workbook access and editing, applying locked and hidden formats to cells, and controlling user permissions for specific cell ranges. The focus is on maintaining data integrity and ensuring controlled access in collaborative environments. Techniques such as protecting worksheet structure and enabling selective editing are covered to enhance security and usability. Understanding these methods is essential for professionals handling sensitive data and ensuring consistent, accurate information sharing.

Preparing a Workbook for Distribution

In this section, we explore how to prepare a workbook for secure distribution by checking content and properties, adding digital signatures, and annotating worksheets with text notes and digital ink. These techniques enhance collaboration, ensure document integrity, and provide clear feedback for review processes.

Sharing Workbooks and Worksheet Data

In this section, we explore real-time co-authoring of Excel workbooks using OneDrive and SharePoint, along with exporting to PDF, XPS, and HTML for broader accessibility. We also cover embedding Excel data in Word and PowerPoint documents, emphasizing interoperability and collaborative workflows.

Charting Worksheet Data

In this section, we explore creating and customizing charts in Excel, covering embedded and separate chart sheets, selecting appropriate chart types, and refining visual elements using the Design and Format tabs. Key concepts include data series, axes, and formatting techniques to enhance clarity and communication of trends and patterns in worksheet data.