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Advanced Excel & Visualization for Business Success

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Description

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:

  1. Master Advanced Excel Functions – Financial, Statistical, Lookup, Logical, and Text functions.
  2. Work with Large Data Sets Efficiently – Sorting, Filtering, and PivotTables.
  3. Perform Advanced Data Cleaning & Transformation – Using Power Query and Data Validation.
  4. Automate Repetitive Tasks – Learn VBA Macros to increase efficiency.
  5. Build Dynamic Dashboards – Using Excel’s Developer Ribbon and Pivot Charts.
  6. Conduct Exploratory Data Analysis (EDA) in Excel – Applying Descriptive Statistics.
  7. 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.

Course Structure & Duration:

  • Mode: Online Live Sessions
  • Duration: 120 Hours (60 Hours of Live Training + 60 Hours of Assignments & Projects)

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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