Microsoft Private

Excel for Data Analysis (EXC500)

2 days
Microsoft ExcelData

Build repeatable Excel analysis workflows with Power Query, lookup and dynamic array functions, PivotTables, and dashboards that support business decisions.

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Course Overview

This course is designed for Excel users who need to move beyond basic spreadsheet work and build repeatable, defensible analytical workflows on business data. It covers the full analysis path in Excel, from importing, cleaning, and structuring data through formula-driven analysis, PivotTable summarization, Power Query transformation, and visual reporting. Participants use the resulting evidence to explain business performance and recommend practical next steps.

Course Benefits

  • Import, clean, and structure data from multiple sources into an analysis-ready dataset using Excel's data tools and repeatable Power Query workflows that refresh as source data changes.
  • Build maintainable calculations with Excel's lookup, logical (including IF statements), conditional aggregate, and dynamic array functions, and summarize large datasets with Excel tables and PivotTables.
  • Boost analysis productivity with essential shortcuts and efficient workflows in Excel.
  • Use sorting, filters, subtotals, descriptive statistics, and conditional formats to uncover trends, outliers, and performance gaps.
  • Communicate analytical findings through charts, graphs, PivotCharts, and dynamic dashboards, and translate evidence on KPIs and trends into recommendations for management.

Delivery Methods

Private Class
Delivered for your team at your site or online.

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Course Outline

  1. Day 1: Importing, Cleaning, and Calculating
    1. Data Tools: Online/file imports; Text to Columns/Flash Fill; external links; calculation options; validation; What-If.
    2. Working with Lists: Data lists; duplicate removal; sorting; filtering; subtotals.
    3. Common Functions: Named/cross-sheet formulas; logical/conditional/text/date-time functions; descriptive statistics.
    4. Advanced Functions: Syntax; ROWS/COLUMNS/INDEX/XMATCH; arrays/UNIQUE; SORT/FILTER/SORTBY; lookups; TRANSPOSE.
    5. Working with Tables: Table design/cell formatting; row/column selection; structured references; range conversion.
  2. Day 2: Summarizing, Visualizing, and Reporting
    1. Using PivotTables: PivotTable mechanics; timelines/slicers; grouping; calculated fields; PivotCharts.
    2. Advanced Formatting: Cell styles; highlight/top-bottom rules; data bars/color scales/icon sets; rule creation/removal.
    3. Visualizing Your Data: Chart tools/types; sparklines; shapes/icons/SmartArt; Quick Analysis; dynamic dashboards.
    4. Power Query: Applied Steps; Excel/CSV/folder imports; types/errors; text/column/date/number/custom transforms; grouping/pivoting/merging/appending; profiling; Data Model.
    5. Supporting Business Decisions: Questions/data needs; goals/benchmarks; KPIs/targets; period/segment comparisons; trends/outliers; evidence limits; recommendations.

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Excel class:

Basic proficiency with Microsoft Excel.

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