Microsoft Excel Data Worker

If you use Excel to sort, filter, and analyze data for your company, our course will help. We provide best practices, valuable shortcuts, and essential skills for data workers.

A popular topic covered is pivot tables, which are as important to data workers as hammers are to builders- they aren’t the only tool on the toolbelt, but they’re ones that will see a lot of use. Though they may seem intimidating, building meaningful pivot tables only requires a few steps and understanding their purpose. We focus on teaching the ‘why’ and ‘how’ of pivot table construction. We’ll also offer guidance on data cleaning using Excel’s powerful Power Query feature.

Lastly, we cover data visualization in Excel, which offers a range of charts and graphs. We focus on the basics of visualizing data and adding value to your data story through effective data presentation. Join us for this comprehensive overview and gain a solid footing in Excel as a highly skilled data worker.

What You Will Learn In This Course

Formulas & Functions

  • Identify and utilize the formula bar
  • Show All Functions on the spreadsheet
  • Use Intellisense and the Function Palette to aid in formula writing

Making and Using References

  • Absolute vs Relative References
  • Combining the two inside of formulas

Different Data Types & Their Functions

  • Apply functions like TODAY(), NOW(), and EOMONTH() to calculate date data
  • Apply functions like UPPER(), LOWER(), and CONCAT() to manipulate text data
  • Apply functions like SUM(), AVERAGE(), and COUNT() to process numerical data

Logical Functions

  • Use IF() to perform conditional calculations
  • Nest IF() and involve AND() & OR() for more complex logic
  • Know when and how to use COUNTIF() and SUMIF()
  • Handle both VLOOKUP() and XLOOKUP() functions.

Pivot Tables

  • Create a PivotTable from a table or range
  • Filter, drill down into, and customize a Pivot Table
  • Change the source of a Pivot Table’s data
  • Add or remove design features like colors, subtotals, and grand totals

Power Query

  • Use the Data tab to connect with a data source
  • Perform basic data cleaning commands like removing, renaming, and reordering columns
  • Change data types and replace values
  • Load worked data from Power Query to an Excel Spreadsheet

Charts and Formatting

  • Create a chart based on a highlighted range
  • Add chart title, trendline, and other chart elements like legends and data labels
  • Understand how to chart with a secondary axis