Advanced Excel with Visualization

7,900.00 (Inc. GST)

SKU: N/A Category:

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)

Additional information

Centre for Summer Training

IIT Kanpur Campus, Online Live

Batch Date

Batch 1: 19th May 2025 – 25th June 2025, Batch 2: 17th June 2025 – 22nd July 2025

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

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