Data Analysis and Visualization with Microsoft Excel

Oil companies once ruled the globe, because they had control of an immense, untapped valuable asset – oil. It was so valuable that it was known as ‘Black Gold’. Now Data is the ‘New Oil’: the black gold of the 21st century. All businesses have lots of Data, but, in itself, Data is merely facts and figures. Just as oil needs to be refined and processed to be useful, Data needs to be analysed.

Data analysis is the process of inspecting, cleansing and transforming Data, so that it can be structured and presented as useful information, informing conclusions, and supporting decision-making. Data is, in fact, fundamentally changing the world we live in and analysing Data to find is now a key skill in many job roles.

Excel is designed specifically for Data analysis. It can connect to a wide range of Data sources, clean and transform Data automatically, and create incredible visualizations to show trends, and create reports. Infero’s new 3-day Data Analysis and Visualization with Microsoft Excel course covers all of Excel’s extensive Data analysis capabilities.

Data Analysis and Visualization with Microsoft Excel

Delivery Method – Instructor-led, group-paced, online or classroom-delivery learning model with structured hands-on activities.

Target Students – Business professionals who want to learn how to perform advanced Data and statistical analysis with Microsoft Excel using PivotTables; be able to use tools such as Power Pivot and the Data Analysis ToolPak to analyse Data, and learn how to visualize Data in charts and dashboards in Excel.

Prerequisites – Before taking this course, students are recommended to have taken the Microsoft Excel Introduction course, or have equivalent knowledge:

Course Objectives

Upon successful completion of this course, students will be able to analyse and visualize Data using Microsoft Excel and associated tools. You will:

  • Perform Data analysis fundamentals.
  • Visualize Data with Excel.
  • Analyse Data with formulas and functions.
  • Analyse Data with PivotTables.
  • Present visual insights with dashboards in Excel.
  • Create geospatial visualization with Excel.
  • Perform statistical analysis.
  • Get and transform Data.
  • Model and analyse Data with Power Pivot.
  • Present insights with reports.

Course Content


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

Lesson 3: Analysing Data with Formulas and Functions

Topic A: Analyse Data with Formulas and Named Ranges

Topic B: Analyse Data with Functions

Lesson 4: Analysing Data with PivotTables

Topic A: Create a PivotTable

Topic B: Analyse 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: Automating Data Analysis

Topic A: Implement Data Validation, Forms, and Controls

Topic B: Adding Form Controls to a Worksheet

Topic C: Create Conditional Visualizations with Lookup Functions

Lesson 7: Creating Geospatial Visualizations with Excel

Topic A: Create Map Charts in Excel

Topic B: Customize Map Charts in Excel

Lesson 8: Performing Statistical Analysis

Topic A: Visualize Trendlines and Sparklines with Excel

Topic B: Analyse Data with the Data Analysis ToolPak

Topic C: Apply Best Practices in Chart Design


Lesson 9: Getting and Transforming Data

Topic A: Connect to Data with Queries

Topic B: Clean and Combine Data

Topic C: Shape and Transform Data

Lesson 10: Modelling Data with Power Pivot

Topic A: Install Power Pivot in Excel

Topic B: Create Data Models with Power Pivot

Topic C: Create Power Pivots

Lesson 11: Analysing Data with Power Pivot

Topic A: Data Analysis Expressions (DAX)

Topic B: Perform Advanced Data Analysis and Visualization with DAX

Topic C: Creating a Key Performance Indicator (KPI)

Topic D: Working with Dates and Times in PowerPivot

Lesson 12: Presenting Insights with Reports

Topic A: Plan a Report

Topic B: Create a Report

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