Data Analysis and Visualization with Excel Training
This hands-on course introduces participants to data analysis and visualization techniques using Microsoft Excel. Learners will explore a variety of tools such as tables, PivotTables, PivotCharts, conditional formatting, formulas, functions, and Excel’s powerful visualization features to derive meaningful insights from data.
Microsoft Data Analysis and Visualization with Microsoft Excel
Course Overview
This course is ideal for professionals who want to make data-driven decisions and present data in an effective, compelling way.
You will:
- Clean and prepare datasets for analysis
- Apply Excel’s built-in tools to analyze large datasets
- Use formulas and functions to summarize data
- Build and customize PivotTables and PivotCharts
- Apply conditional formatting and data bars for visual emphasis
- Create dashboards and data summaries
- Utilize charts to visually represent trends and comparisons
- Share reports with others using print, PDF, and Excel online
Course Outline
- Module 1: Introduction to Data Analysis in Excel
- Overview of data analysis process
- Importance of structured data
- Introduction to Excel’s data analysis capabilities
- Keyboard shortcuts and productivity tips
- Module 2: Preparing and Cleaning Data
- Removing duplicates and blank values
- Text to columns and Flash Fill
- Using filters and sorting
- Data validation and removing errors
- Converting data to Excel Tables
- Module 3: Formulas and Functions for Analysis
- SUM, AVERAGE, COUNT, MIN, MAX
- Logical functions: IF, AND, OR
- Lookup functions: VLOOKUP, HLOOKUP, XLOOKUP
- Text functions: CONCAT, LEFT, RIGHT, MID, LEN
- Date and time functions
- Module 4: PivotTables and PivotCharts
- Creating PivotTables from raw data
- Grouping, filtering, and sorting in PivotTables
- Using slicers and timelines
- Building PivotCharts to visualize summarized data
- Designing interactive dashboards with slicers and filters
- Module 5: Data Visualization Techniques
- Choosing the right chart type
- Creating and customizing:
- Column, bar, and line charts
- Pie and donut charts
- Combo charts
- Waterfall and sparkline charts
- Using data bars, icon sets, and color scales
- Module 6: Using Excel’s Data Analysis Tools
- Quick Analysis Tool
- Goal Seek and What-If Analysis
- Introduction to Power Query (optional)
- Introduction to Power Pivot (optional)
- Module 7: Creating Dashboards and Reports
- Combining charts, tables, and slicers
- Using named ranges and form controls
- Formatting for clarity and presentation
- Exporting to PDF and printing reports
- Sharing files with Excel Online and OneDrive
Intended Audience
This course is designed for professionals and students who want to build foundational skills in data analysis using Microsoft Excel.
Prerequisites
- Basic familiarity with Microsoft Excel
- Experience working with spreadsheets and simple formulas
- No prior experience with data analysis or advanced Excel features required
Follow-On Courses
Related training topics
Justify your training
Use this sample request letter — copy it into an email to your manager and personalize the bracketed details to make the case for the time and budget.
Sample training request letter
Subject: Request for Data Analytics & Databases training from Applied Technology Academy
[Decision Maker Name],
I'm writing to request time and budget approval to complete Applied Technology Academy's course, Data Analysis and Visualization with Excel Training. The information below outlines how this training benefits our organization, the tasks I'll be able to perform after completing it, and relevant cost and funding details.
Course Description
This hands-on course introduces participants to data analysis and visualization
techniques using Microsoft Excel. Learners will explore a variety of tools such as tables,
PivotTables, PivotCharts, conditional formatting, formulas, functions, and Excel’s
powerful visualization features to derive meaningful insights from data. Applied Technology Academy is an award-winning, SBA-certified woman-owned training provider (est. 2008) whose instructors are active practitioners; the course is hands-on with virtual labs and a learn-by-doing methodology.
Course Objectives
Once I've completed the course, I'll have hands-on, job-ready skills in data analytics & databases that I can apply immediately to our work.
Expected Organizational Benefits
After completing this course, I will be better equipped to apply these skills directly to our projects, reduce our reliance on outside expertise, strengthen our team's capabilities, and share what I learn with colleagues.
Expected Cost & Funding
Course fee: [request an itemized quote at the link below]. Applied Technology Academy supports multiple funding paths that may reduce or cover this cost: GSA MAS purchasing and government purchase orders, military credentialing funding (Army CA, AF COOL, CG COOL), VA GI Bill and VR&E, ATA Flexible Spending, and student financing. Private team cohorts are available if colleagues should attend with me.
Conclusion
This training provides practical, hands-on experience I can apply immediately to strengthen our work in data analytics & databases. Additional course information is available at https://appliedtechnologyacademy.com/microsoft-training/data-analysis-and-visualization-with-excel-training/.
Thank you for your consideration,
[Your Name]
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