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Overview

Fundamentals of Data Analysis in Excel Overview

Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis. In this course, you’ll apply Excel’s native tools to structure your data into spreadsheets and tables. You’ll then analyze and produce insights from that data using pivot tables. Finally, you’ll visualize those insights by building a dashboard in Excel. You’ll apply these skills using modern functionality like dynamic array formulas, linked data types, and Ideas in Excel. You’ll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales.

Fundamentals of Data Analysis in Excel Learning Objectives

Upon completing this course, you will be able to:

Analyze a dataset using native Excel tools
Apply Excel tools and formulas to transform and structure your data
Create pivot tables to slice and dice your data
Visualize data with pivot charts and Excel Charts
Explore the landscape of data analysis and visualization

Who should take this course?

This data analysis course is perfect for professionals who want to expand their skill set to include data analysis and visualization in Excel. This course is designed to equip anyone who desires to begin a career in financial analysis or business intelligence—or in other roles that work heavily in Excel—with the skills to create dynamic data-viewing experiences.

Why this course is the perfect add-on to FMVA

For those working towards or completing your FMVA, the Fundamentals of Data Analysis in Excel course may be the perfect next step. As you practice model building in Excel, you’ll often come across more extensive data sets that are cumbersome to work with or need some level of manipulation before you can begin. Or perhaps you need to compare the budget to actuals efficiently each month. With the Data Analysis in Excel course, you’ll analyze data with modern excel functionality and transform and visualize data and trends in no time. These skills will introduce you to basic BI and data analysis techniques and show you some basic automation to help you stand apart from other analysts.

Fundamentals of Data Analysis in Excel

Led by Joseph Yeates

Get Started Enroll For Free

Level 2

Approx 8h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

Exams

Files

Introduction to Data Analysis in Excel

Course Introduction - Data Analysis in Excel Free Preview

Learning Objectives Free Preview

Downloadable Files

Analyze Data

Chapter Introduction - Analyze Data in Excel Free Preview

Sorting & Filtering Free Preview

Conditional Formatting Free Preview

Conditional Logic - IF() & SWITCH() Free Preview

Conditional Logic - IF() & IFS() Free Preview

SUMPRODUCT() Function Free Preview

Defining Variables - LET()

Defining Names - Name Manager

Defining Functions - LAMBDA()

Chapter Review - Analyze Data in Excel

Transform Data

Chapter Introduction - Transform Data in Excel

Text to Columns

Removing Duplicate Values

String Functions for Text Values

Working with Date Values

Looking Up Data - VLOOKUP()

Using HLOOKUP() with VLOOKUP()

Looking Up Data - INDEX() & MATCH()

Dealing with Errors - IFNA() & IFERROR()

Chapter Review - Transform Data in Excel

Excel Tables

Chapter Introduction - Excel Tables

Excel Tables

Calculated Columns in Excel Tables

Special Item Specifiers in Excel Tables

Power Query - Introduction

Power Query - Filtered Table

Power Query - Group & Aggregate Data

Linked Data Types

Expand Power Query Data with Linked Data Types

Linked Data Types as a Power Query Source

Chapter Review - Excel Tables

Dynamic Arrays

Chapter Introduction - Dynamic Arrays

Dynamic Array Formulas

Dynamic Array Functions

Combining Dynamic Arrays & Excel Functions

XLOOKUP()

Chapter Review - Dynamic Arrays

Pivot Tables

Chapter Introduction - Pivot Tables

Summarize Data with a PivotTable

Update & Sort a PivotTable

PivotTable Analyze Options

PivotTable Design Options

Filtering with Slicers & Timelines

Pivot Charts

Analyze Data - Ideas in Excel

Power Pivot

Chapter Review - Pivot Tables

Visualize Data

Chapter Introduction - Visualize Data in Excel

Excel Visuals

Excel Visuals Continued

Dashboard Preview

Net Earnings Waterfall

Combo Chart - Cash Flow & Cash Balance

Bullet Chart - Introduction

Creating Bullet Chart

Formatting Bullet Chart

Setting up Data Table for Bullet Chart

Excel vs Dashboard Tools

Chapter Review - Visualize Data in Excel

Course Conclusion

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification

Fundamentals of Data Analysis in Excel is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Business Intelligence & Data Analyst (BIDA)® Certification

Fundamentals of Data Analysis in Excel is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 25 courses.

Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
Career Prep Business intelligence analyst, data scientist, data visualization specialist

Learn More

Data Analysis in Excel Specialization

Skills Learned Data Modelling & Analysis, Data Transformation, Data Visualization
Career Prep Data Analyst, Business Intelligence Specialist, Data Scientist, Finance Analyst

Learn More

Business Intelligence Analyst Specialization

Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learn More

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