Data Analysis and Visualization with Microsoft Excel

Course Duration: 2 days

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 a 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, 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 skills 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 Logical Operations course:

  • Microsoft® Excel® for Office 365™ (Desktop or Online): intermediate
  • Additional workplace experience with Excel is highly recommended.

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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