This Advanced Excel with Data Visualization course equips learners with the necessary skills to leverage Excel’s advanced data analysis and visualization capabilities. Through hands-on assignments, real-world case studies, and business-driven projects, participants will enhance their proficiency in working with Excel functions, data manipulation, automation, and dashboard creation. Additionally, the course introduces Power BI and Tableau for data visualization.
Prerequisites:
- Basic familiarity with Excel (navigating spreadsheets, using simple formulas).
- Some understanding of business data analysis is beneficial but not mandatory.
- No prior experience with Power BI or Tableau is required.
Key Learning Outcomes:
By the end of the course, participants will:
- Master Advanced Excel Functions – Financial, Statistical, Lookup, Logical, and Text functions.
- Work with Large Data Sets Efficiently – Sorting, Filtering, and PivotTables.
- Perform Advanced Data Cleaning & Transformation – Using Power Query and Data Validation.
- Automate Repetitive Tasks – Learn VBA Macros to increase efficiency.
- Build Dynamic Dashboards – Using Excel’s Developer Ribbon and Pivot Charts.
- Conduct Exploratory Data Analysis (EDA) in Excel – Applying Descriptive Statistics.
- Integrate Excel with Power BI & Tableau – Combining multiple tools for better decision-making.
Target Audience:
- Business Analysts, Financial Professionals, and Consultants using Excel for data-driven decision-making.
- Middle & Senior Management looking to automate and visualize business reports.
- Data Enthusiasts & Students who want to master Excel for analytics and visualization.
Evaluation & Certification:
- Assignments & Hands-on Projects: Reinforce learning through real-world case studies.
- Final Assessment: Covers problem-solving, Excel formula applications, and visualization.
- Certificate of Completion awarded upon successful completion of the course.
- Project Letter for those completing a hands-on business case study.
Certification:
- Successful participants will receive a Certificate of Completion.
- A Project Letter will be awarded upon the successful completion of the project.
- Students who leave the course midway or do not complete it will not receive any certification.
Delivery Mode & Duration:
- Mode: Online Live Sessions
- Duration: 120 Hours (60 Hours of Online Live Sessions + 60 Hours of Assignments)
Curriculum
Module 1: Introduction to Data Analytics & Excel for Business Intelligence
✅ Hands-on Case Study: Analyzing Business Sales Data using Excel Functions
- Understanding Data Analytics: Importance & Applications
- Types of Data Analytics: Descriptive, Diagnostic, Predictive, and Prescriptive
- Overview of Excel’s Data Analysis Features
- Business Use Cases of Data Analytics in Excel
Module 2: Mastering Excel Functions & Data Management
✅ Hands-on Case Study: Cleaning and Transforming Data for Reporting
- Essential Formulas & Functions
- Lookup & Reference Functions: VLOOKUP, XLOOKUP, HLOOKUP, INDEX, MATCH
- Logical Functions: IF, AND, OR, IFS, SWITCH
- Statistical Functions: SUMIFS, AVERAGEIFS, COUNTIFS, RANK, MEDIAN, STDEV
- Text Manipulation: LEFT, RIGHT, MID, TRIM, CONCATENATE, TEXTJOIN
- Date & Time Functions: DATEDIF, NETWORKDAYS, EOMONTH, NOW, TODAY
- Data Cleaning & Transformation
- Removing Duplicates & Data Validation
- Splitting & Merging Data (TEXT-TO-COLUMNS, CONCATENATE)
- Using Power Query for Data Transformation
- Dealing with Missing Values
- Conditional Formatting for Data Insights
- Advanced Sorting & Filtering
- Sorting by Multiple Criteria
- Custom Lists & Advanced Filters
- Using Formulas within Filters
Module 3: Advanced Data Analysis & Problem Solving
✅ Hands-on Case Study: Financial Forecasting using What-If Analysis
- Working with PivotTables & PivotCharts
- Creating & Formatting PivotTables
- Grouping Data Dynamically
- Filtering & Slicers for Better Insights
- Creating PivotCharts for Data Presentation
- What-If Analysis & Business Optimization
- Scenario Manager & Goal Seek
- Solver for Business Decision Optimization
- Using Data Tables for Financial Forecasting
- Exploratory Data Analysis (EDA) using Excel
- Descriptive Statistics (Mean, Median, Mode, Variance, Skewness, Kurtosis)
- Data Distribution Analysis using Histograms
- Trend Analysis & Forecasting Techniques
Module 4: Automating Workflows with Macros & VBA
✅ Hands-on Case Study: Automating Monthly Reports with VBA Macros
- Introduction to Macros
- Recording & Running Macros
- Absolute vs. Relative Macros
- VBA for Excel Automation
- Understanding VBA Syntax & Writing Simple Scripts
- Loops, Conditions, and Error Handling in VBA
- Automating Report Generation with VBA
- User Forms & Interactive Dashboards with VBA
Module 5: Power BI for Data Analytics & Visualization
✅ Hands-on Case Study: Creating a Power BI Dashboard for Sales Performance
- Introduction to Power BI & Data Connectivity
- Connecting Excel with Power BI
- Importing Data from SQL, CSV, Web, and APIs
- Using Power Query for Data Transformation
- Data Modeling & DAX (Data Analysis Expressions)
- Understanding Data Relationships & Cardinality
- Creating Calculated Columns, Measures & Tables
- DAX Functions: Aggregation, Time Intelligence, and Filters
- Building Dashboards & Reports in Power BI
- Designing Interactive Reports
- Creating Drill-throughs, Bookmarks, and Tooltips
- Publishing Reports & Managing Permissions
Module 6: Tableau for Advanced Data Visualization
✅ Hands-on Case Study: Visualizing Marketing Campaign Effectiveness in Tableau
- Introduction to Tableau & Data Connectivity
- Connecting Excel, SQL, and Cloud Databases
- Understanding Extracts vs. Live Data Connections
- Building Advanced Visualizations in Tableau
- Using Calculated Fields & Table Calculations
- Creating Advanced Charts: Bullet, Tree Maps, Heat Maps
- Building Hierarchies and Groups for Analysis
- Using Parameters & Filters for Dynamic Dashboards
- Tableau Dashboarding & Storytelling
- Building Interactive Dashboards
- Using Actions & Interactivity for Storytelling
- Publishing & Sharing Reports on Tableau Public & Server
Module 7: Capstone Project & Real-World Business Case Study
✅ Final Hands-on Project:
- Building a Fully Automated Dashboard (Excel, Power BI, or Tableau)
- Live Business Data Analysis
- Presentation & Peer Review
✅ Course Wrap-up & Future Trends:
- AI-Powered Excel Tools (Copilot, AI-Powered Insights)
- Industry Use Cases of Excel in Data Science & Business Analytics
- Q&A and Feedback Session
