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Data Analysis and Visualization with Microsoft® Excel®

Data Analysis and Visualization with Microsoft® Excel®
Course Description Overview

Course Specifications

Course Number:


Course Length:

2 days

Course Description Overview:
Technology and the data that it both collects and makes accessible is 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 and 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 formulas 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.

Target Student:
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, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel.

To ensure success, you should have baseline skill using Microsoft Excel worksheets, particularly in creating workbooks with formulas and functions. You can obtain this level of knowledge and skill by taking the following or any similar equivalent South African Career Campus course:

Microsoft® Excel® for Office 365™ (Desktop or Online): Part 1 

Additional workplace experience with Excel is highly recommended.
Course-specific Technical Requirements Hardware:
For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations: 

1 gigahertz (GHz) 64-bit (x64) processor. 
4 gigabytes (GB) of Random Access Memory (RAM). 
32 GB available storage space. 
Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory. 
Bootable DVD-ROM or USB drive. 
Keyboard and mouse or a compatible pointing device. 
Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network. 
IP addresses that do not conflict with other portions of your network. 
Internet access (contact your local network administrator). 
(Instructor computer only) A display system to project the instructor's computer screen.

Course-specific Technical Requirements Software:
  • Microsoft® Office Professional Plus 2019 or Office 365™
  • Microsoft® Windows® 10 Professional or Enterprise
  • If necessary, software for viewing the course slides. (Instructor machine only.)

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 
Topic A: Plan a Report 
Topic B: Create a Report

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