Make It Make Sense: Intro to Data Analysis with Excel

Who this class is for:
  • Beginner-level Excel users wanting to learn more

  • Individuals interested in data analysis and visualization

  • Professionals looking to improve their analytical skills with Excel

Requirements:
  • Essentials and/or Intermediate excel classes; or proficiency

  • High-speed internet access

  • A Windows-based PC (You can follow along on your Mac, but there will be differences between the versions. A dedicated Mac class would be better.)

  • A desktop computer or laptop (i.e., NO tablets or phones.)

  • MS Office 365 subscription (Gives you all the latest tools and security updates.)

  • Standalone versions Excel 2019, 2021 (Some features not available in the standalone versions.)

Class Outline:

Part 1: Data Exploration and Preparation

Total: 3 hours

  • Data Types and Structure: Quick identification techniques for data readiness.

  • Basic Data Cleaning: Techniques including 'Remove Duplicates,' 'Text to Columns,' and error checking with IFERROR.

  • Exercise: Clean and prepare a dataset.

  • Sorting, Filtering, and Conditional Formatting

  • Master sorting and filtering to uncover data insights. Use conditional formatting to highlight important data automatically.

  • Exercise: Apply sorting, filtering, and conditional formatting to enhance dataset visibility.

Break (8-10 minutes)

All Participants will receive:
  • Sample Excel file for use in class and practice afterwards

  • Access to a recording of the class

  • 10% off their next class!

Part 2: Data Analysis Techniques

  • Essential Functions for Analysis: Dive into SUMIF, COUNTIF, AVERAGEIF, and logical functions like IF to perform conditional analyses.

  • Exercise: Calculate specific insights using these functions.

  • PivotTables and Slicers: Basics of creating PivotTables for data summarization. Introduction to Slicers for interactive filtering.

  • Exercise: Create a PivotTable and apply Slicers for data segmentation.

  • Visualizing Data with Charts: Overview of creating meaningful charts (Column, Line, Pie) from analysis results. Tips on customizing charts for impactful presentations.

  • Exercise: Generate a chart based on PivotTable data or analysis results.

  • Wrap-Up and Q&A:

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