Data Analysis and Visualization with Microsoft Excel

Planning Information

The duration of this course is 2 Days.
Classes are priced from $590.00. See individual sessions for details.


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, enabling organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and 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, and create diverse and robust data-driven visualizations to show insights and trends, as well as create reports. These capabilities enable people who use Excel for data analysis to turn data into thoughtful action.

Intended Audience

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 Excel using PivotTables, use tools such as Power Pivot and the Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel.

At Completion

In this course, you will analyze and visualize data using 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 visualizations with Excel.
  • Perform statistical analysis.
  • Get and transform data.
  • Model and analyze data with Power Pivot.
  • Present insights with reports.


To ensure success, you should have baseline skill using Excel worksheets, particularly in creating workbooks with formulas and functions.

Additional workplace experience with Excel is highly recommended.

Course Outline

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 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

To request private training or future dates, call 610-321-3500 or
Register your interest now

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