Data Analysis Essentials Using Excel
4.5 (4,637 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
40,643 students enrolled

Data Analysis Essentials Using Excel

Learn to apply the important concepts and techniques of data analysis using Excel.
4.5 (4,649 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
40,643 students enrolled
Last updated 6/2020
English [Auto]
Current price: $126.99 Original price: $194.99 Discount: 35% off
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This course includes
  • 11.5 hours on-demand video
  • 7 articles
  • 172 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Confidently use the most crucial Excel functions and techniques for analysis
  • Correctly use the appropriate charts in Excel
  • Apply analysis techniques to datasets in Excel
  • Manipulate and prep datasets in Excel
  • Build presentation ready dashboards in Excel
  • Create your own formulas in Excel
  • Turn real world data into business insights in Excel
  • You should be able to use a PC or Mac at the beginner level
  • Microsoft Excel 2013+

Ibadullah Khalil - 5 Stars

“A great instructor and guide for the course. All topics were well driven and to the point with no gibberish language used to make it difficult for the learners just like other instructors. A highly recommended course for every beginner who aims to become a data analyst”


Jianyong Chen - 5 Stars

“This is one of the best course I took on Udemy so far. The instructors explained everything in detail and there are practices after each section. Make sure you download all the files, practice on your own, and you will learn a lot. Highly recommend!”



Every business generates data.  But whether you're able to turn that into useful insights depends on your ability to process, manipulate, and ultimately translate that data.

Whether you're working for a company or running your own, being able to make better decisions requires you to be able to analyze and interpret data.  

What data do you need? How do you prep that data? How do you analyze it to answer specific questions?

In this course, we're going to show you step-by-step, exactly how to do that, by starting with the very basics.  


Why Microsoft Excel?


This course is as much about Excel, if not more, than data analysis concepts and techniques. Why?


Excel is still the most popular tool used by analysts in all industries, across all roles.  It's used by financial analysts, marketing analysts, sales analysts, and of course, data analysts.  

Yes, there are many tools out there but if you learn and master the core concepts and techniques of data analysis in Excel, you'll be able to apply your knowledge to a broad range of applications.


Don’t underestimate Excel--a single worksheet can technically hold more than 17 BILLION data points (granted, it will make your computer REALLY slow). Fortunately, most of us running analysis will need to process far fewer data points than that. Still, it speaks to the power of the program.


Maurizio Zippo - 5 Stars

“This is one of the best course I have ever taken and thoroughly enjoyed. Highly recommended if you want to brush up your existing Excel Skills and to learn how to build some complicated formulae. The Pivot Table and Charts were something I always struggled with but thanks to Symon and Travis' explanations they are now so easy to use every day at work, saving me tonnes of time! Many Thanks Symon and Travis for putting together this great course you are my Excel heroes! The case studies on Cryptocurrency and The Start Up Market are absolute gems! I can't wait to get started with your next course.”


Why learn from us?


By signing up with us, you will be learning from two instructors with a combined 35 years of relevant experience across a wide range of analyst roles.  


Travis has been a digital marketer, investor, and entrepreneur for 20 years. He’s led growth in Asia for Groupon and even helped build Excel when he was as an engineer at Microsoft.  He is a data analysis and data visualization expert who pulls from his industry experience to teach some of the advanced data analysis topics you’ll find in this course. 


Symon has been interpreting and analyzing data for 15 years.  He has served as a financial analyst, marketing analyst, and even head of marketing analytics across half a dozen industries.  If you look at his other courses on Udemy, you'll see that he is an Excel and analysis ninja, having taught nearly 180,000 students with over 18,000 reviews.  


Together, we’ve pulled directly from our personal experience and put everything we could into this course. In fact, all of the case studies you’ll find inside are inspired by real-world projects we’ve worked on.


What if I don't have any data analysis or Excel background?


No worries! This is why we start with the very basics in our foundational sections, which is designed to get you familiar with Excel before we move on to more advanced topics.  You can be a complete beginner and take this course.  It might sometimes feel like you're drinking out of a fire hose, but if you put in the time and effort we promise you’ll see results by following our course and doing the exercises. 


We then progressively increase the difficulty as you move along in the course, culminating in advanced techniques taught through our case studies.  

If you do have an Excel background, you can skip or skim through the foundational sections and move directly into the more advanced topics.  


Stephen Dias - 5 Stars

“If you're trying to learn the foundations of excel this course is all you need.”


Brandon Parker - 5 Stars

“I have a lot of experience building excel models and purchased the course for the case studies. I didn't expect to learn much from the introductory parts but was surprised to find additional keyboard shortcuts I had never learned as well as powerful new functions that will make my life a lot easier. This course helped me brush up on functionality that I often neglected while using excel and was super comprehensive. I look forward to continuing using this course as additional case studies are added and highly recommend it for even excel experts.”


Learn through practice.

Like most things in life, becoming proficient at data analysis in Excel takes practice.  A lot of practice.


Sure, you'll pick up plenty just from watching, but you'll be doing yourself a disservice if you don't download our more than 100 custom-built Excel practice files specifically designed to help you master the program.


We're not done adding all our content yet, either.  This class was initially created an "intro" course, but it will soon become a complete coverage of all things data analysis in Excel.  


In conclusion, does any of the following apply to you?


    1.     Do you want to really know your way around Excel?

    2.     You have data for your work or business but you're not sure what to make of it?

    3.     You might know your way around Excel but you're not confident about turning data into business insights

    4.     You frequently receive Excel spreadsheets from others but want to better understand how they arrived at their conclusions?

    5.     You want to learn the best practices when it comes to using Excel for data analysis.

    6.     You are intimidated by spreadsheets and terms like Pivot Tables and VLookups

    7.     You want to learn a skill set that is useful for any role in any industry you get into later.


If so, then take charge and take our course.

You have absolutely ZERO risk. Udemy gives you a solid-as-an-oak-tree 30-day money back guarantee.  You have nothing to lose and everything to gain.

So if you're ready to go from data deficient to data proficient, enroll now!



Who this course is for:
  • Anyone who wants to learn the core concepts of data analysis in the Excel environment
  • Anyone who wants to learn to apply data analysis techniques using Excel
  • Anyone who wants to become proficient at using Excel for data/business analysis
  • Anyone who wants to be able to turn data into business insights in Excel
  • Anyone who wants to be able to run simple to sophisticated analysis on data using Excel
  • Anyone who wants to learn the most frequently used Excel functions and techniques used by analysts
Course content
Expand all 127 lectures 11:45:21
+ Watch This First
2 lectures 02:19

Watch this first.  Depending on your background with Excel and data analysis, we'd recommend different strategies for taking this course.  

Preview 01:14
A few reminders before we begin
+ Jumpstart
7 lectures 31:12

Video games anyone? We introduce the data set we'll be working with in this quick introductory example.

Preview 04:55

In this example, we see that simple built-in EXCEL formulas and functionality can make for quick analysis of numerical data.

Preview 08:49

We take the sample data a bit farther--how do we calculate sub totals?  We use the conditional functions in EXCEL.

Jumpstart Part 2
Jumpstart Part 2 Filtering Unique Values

Having new calculations is helpful but sometimes the best way to show case your analysis is through visualization (aka using charts).  We introduce you to two basic charts here.

NOTE: In the video, there is a slight error in the file ("Wii" as a platform category was showing up twice). The files in this lecture have been updated and corrected.

Jumpstart Part 3
Quick Reminder
+ Getting Acclimated with EXCEL - Foundations
14 lectures 40:20

Section overview to go over the topics we'll cover in this section, which includes the Excel user interface, common keyboard shortcuts, basic functionality that all analysts working with Excel should know.

Getting Acclimated Section Overview

In this lecture, we'll go over the Excel user interface and it's different components to get you familiar with it all before we really start to play with things. 

Preview 05:21

In this lecture, we explore how to add data to, delete data from, and edit data inside a cell in Excel.

Adding, Deleting, and Editing Data in a Cell

While we will be introducing many more Excel keyboard shortcuts in this course, we'll show you a few of the easier ones in that are frequently used in Excel

Introduction to Keyboard Shortcuts
50 Time Saving Excel Shortcuts

In this lecture, we explore some Excel keyboard shortcuts designed to help you navigate through a worksheet more efficiently.

Navigation Keyboard Shortcuts

We will look at the use of keyboard shortcuts to selecting cells with EXCEL.

Data Selection Keyboard Shortcuts

In this lecture, we look at how to insert and delete rows or columns in EXCEL, which you'll be doing quite often conducting data analysis in EXCEL.

Inserting and Deleting Rows and Columns

When the data inside the cells aren't showing up correctly, chances are the column or row sizes are not the right size. In this lecture, we'll look the useful autofit option in EXCEL. 

Auto Fit Row and Column Size

Sometimes, you may want to look at multiple places within a dataset that is too far apart for for the entire data set to show on screen.  When this happens, you may want to use the freeze pane or split view options in EXCEL.

Freeze Panes and Split Boxes

There are many things a numbers can represent so when you're dealing with number in your dataset, having the right formatting can help avoid confusion.

Formatting Numbers

The simple cell in EXCEL may appear simple but in fact it has many formatting options that can add visual clarity to your analysis.

Formatting Cells

Sometimes, not all of the data needs to be shown.  In those situations, grouping and hiding select cells could make an otherwise clunky spreadsheet more manageable.

Grouping and Hiding Rows or Columns

In this lecture, we walk you through how to add a couple of very useful Excel Add-Ins that are useful for analysis.

Installing EXCEL Add-Ins

To quiz you on what you've learned in this section

Quiz #1
6 questions
+ Basic EXCEL Formulas & Functions - Foundations
16 lectures 01:30:01

Section overview to go over the topics we'll cover in this section, which includes useful math, logical, and finance functions that comes with Excel.  

Basic Excel Formulas & Functions Section Overview

Doing simple math operations in EXCEL is very easy and straight forward. In this lecture we look at the operations as well as two commonly used built-in functions. 

Basic Math Functions in Excel

We looked at the SUM and COUNT functions previously, now we look at their conditional counterparts, SUMIF and COUNTIF functions in EXCEL.

Conditional Math Functions

In this lecture, we look at more of EXCEL's built-in math functions: MIN, MAX, and AVERAGE functions.

MIN, MAX, and AVERAGE Functions

In this lecture, we introduce to you the logical operators and the logical IF, AND and OR functions in EXCEL.

Logical Operators and Functions

One of the most basic building blocks to understanding how to write your own formulas for manipulating and analyzing data is cell referencing.  In this lecture we look at how you can anchor cell references in EXCEL.

Preview 09:14

Without a built in conditional MIN and MAX functions, we look at how using array functions in EXCEL can help us create our own DIY versions of MINIF and MAXIF functions.

Array Functions

The next four lectures are more finance related.

Quick note about next three lectures

In this lecture, we take start a short digression into the world of finance by exploring the set of internal rate of return (IRR) functions available in EXCEL.  We look at what these functions calculate and each of their limitations when used. 

Preview 09:17

Continuing our exploration from the finance world, we look at the concept of the Net Present Value (NPV), what it means, how it's calculated, and how to use the NPV function in EXCEL. 

Net Present Value (NPV) and Cash Multiple

In the world of finance, we often deal with debt, like a mortgage on a loan.  In this lecture, we'l show you how to use EXCEL's built in functions to construction an amortization table.

Loan Amortization Table

Whenever you're looking at data with a time component (e.g. sales), you'll likely be looking at growth rates to help understand your data.  One common growth rate metric is known as the Compound Annual Growth Rate (CAGR).  We look at how it's calculated in this lecture. 

Compound Annual Growth Rate (CAGR)

As you get more sophisticated with your formula building, it's very easy to make mistakes.  But EXCEL has a very useful tool for auditing your formulas.

Formula Auditing

In this lecture we look at a keyboard shortcut alternative to the copy and paste functions in EXCEL and not the minor differences in the results.  

Fill Commands

Some EXCEL functions are designed to give you useful information, rather than to calculate something.  In this lecture, we look at the very useful IS functions.

IS Functions

When working with numbers, you'll often find yourself wanting to round the results of the values.  In this lecture, we explore how to use the ROUND functions in EXCEL.

Rounding Numbers
Quiz #2
1 question
+ Text, Times, and Dates Data Formats - Foundations
16 lectures 01:02:24

Section overview to go over the topics we'll cover in this section, which includes a deep dive in to how you'll be interacting with three very important data formats that you'll encounter when running analysis in EXCEL. 

Text, Times, and Date Data Formats Section Overview
Note to EU Students about Date Format

In this lecture, we look at how EXCEL stores and interprets text, times, and date data in cells. 

How EXCEL Treats Text, Times, and Dates Data

Often, you'll be working with text that is inconsistently or improperly cased.  However EXCEL provides ready functions that can help you change the case of text easily.

Changing the Case of Text

In this lecture, we'll look at how you can combine strings of text together in EXCEL.

Combining Strings of Text Together

Instead of combining strings, sometimes we may want to cut a substring from an existing string of text.  In this lecture, we look at the various options available in EXCEL for doing this task.

Cutting Substrings from a Text

In this lecture, we look at how to use the FIND function for more advanced text search and manipulation in EXCEL.

Using the FIND Function

Continuing our series on dealing with text in EXCEL, we look at how you can search for and extract a specific string inside a longer text. 

Searching for Specific Text in Data

In this lecture, we look at EXCEL's very useful feature that allows you to easily split a text into multiple columns using various delimiters.

Splitting a Text Field into Multiple Columns

Often times, date values in datasets could be stored as text values rather than more useful numeric values.  In this lecture, we look at how you can convert text formatted dates into numeric dates.

Converting Dates from Text into Values

In this lecture, we look at how to add and subtract date values in EXCEL.

Adding and Subtracting Dates

In this lecture, we explore how to leverage date data to compile both monthly and annual totals in EXCEL.

Compiling Monthly and Annual Totals

In this lecture, we look at how to conduct a day of the week analysis. 

Conducting Day of the Week Analysis

Often, when you have both date and time data, it is helpful to combine them together. 

Combining Date and Time Data

In this lecture, we look at why time data is a bit more tricky to deal with than date data and how to add and subtract time values. 

Adding and Subtracting Times

In this lecture, we how we can do an hour of the analysis on time in EXCEL.

Conducting Hours of the Day Analysis
+ Introduction to Statistics in EXCEL - Foundations
8 lectures 45:11

Section overview to go over the topics we'll cover in this section, which includes an overview of core statistical concepts, statistical functions in EXCEL, and how to use them. 

Introduction Statistics in EXCEL Section Overview

In this lecture, we go through a brief overview of the most relevant concepts in statistics for conducting data analysis in EXCEL.

Brief Overview of Statistics

In this lecture, we look at the three most common statistical averages--the mean, median, and mode.

Mean, Median, & Mode

In this lecture, we look at percentiles and percentilerank in EXCEL.

Percentile and PercentileRank

In this lecture, we're going to explore frequency distributions and how to use them in EXCEL.

Frequency Distributions

You can't talk about statistics without understanding standard deviation and variance.  In this lecture, we'll break down these concepts so you'll know exactly what their corresponding functions in EXCEL are doing.

Standard Deviation and Variance

In this lecture, we'll give you a first introductory taste of how to look at trends in datasets in EXCEL.

Trends in Data

In this lecture, we go over correlation and how to calculate and interpret it when running analysis of a dataset in EXCEL.

Introduction to Correlation
+ Handling Data in EXCEL
12 lectures 01:02:35

Quick overview of the various data functions and topics to be covered in this section.

Handling Data Overview
Lookup with VLOOKUP
Lookup with HLOOKUP
Name Arrays for Reuse and Readability
Group Records with Nested IF Statements
Avoid Errors with IF and ISNUMBER
Create Dropdown Lists for Filtering
Create Unique Lists
Fast Lookup with INDEX and MATCH
Multi-Condition Lookup with DSUM
Create Rankings with SMALL and LARGE
Multi-Condition Lookup with INDEX and MATCH
+ Pivot Tables
9 lectures 01:10:11
Insert a Pivot Table
Prepare Data for Pivoting
Learn to Pivot a Table
Group Rows and Columns
Format for Readability
Modify Output Values for Insights
Insert Calculated Fields
Sort, Filter and Slicer
Handle New Data in Pivot Tables
+ Introduction to Charts in Excel
15 lectures 01:26:50

Quick intro for this section on charts in Excel

Intoduction to Charts in Excel Overview

Why even use charts?  Using charts can help you communicate the insights and trends in your data that you just can't otherwise.  In this lecture, we'll look at examples of each of the chart types we'll cover in the section.

Why Use Charts Anyway?

In this lecture, we use sample data and build out a line chart from scratch in EXCEL.

Line Chart

In this lecture, we use sample data and build out pie charts from scratch in EXCEL.  We'll also see why you should use other charts in place of pie chars whenever possible.

Pie Charts

In this lecture, we use sample data and build out a bar chart from scratch in EXCEL.

Bar Chart

In this lecture, we use sample data and build out a simple column (clustered) chart from scratch in EXCEL.

Column Chart - Clustered

In this lecture, we use sample data and build out a stacked column chart from scratch in EXCEL.

Column Chart - Stacked

In this lecture, we use sample data and build out a 100% stacked column chart from scratch in EXCEL.

Column Chart - 100% Stacked

In this lecture, we use sample data and build out a combination chart in EXCEL using both a column chart and a line chart.

Combination Chart

In this lecture, we use sample data and build out a scatter plot chart from scratch in EXCEL.

Scatter Plot

In this lecture, we use sample data and build out an area column chart from scratch in EXCEL.

Area Chart

In this lecture, we use sample data and build out a bubble chart from scratch in EXCEL.

Bubble Chart

In this lecture, we use sample data and build out a gantt chart from scratch in EXCEL.

Gantt Chart

In this lecture, we use sample data and build out a bullet chart from scratch in EXCEL, which is really a combination of three different charts on two different axises.

Preview 09:16

In this lecture, we use sample data and build out an advanced waterfall chart from scratch in EXCEL.

Waterfall Chart
+ Case Study: Crytocurrency Data
6 lectures 49:31

In this intro lecture, we look at a quick introduction to cryptocurrencies and what questions we'll look to answer in the case study.

Cryptocurrency Case Study Overview

In this lecture, we download and organize the data to prep it for analysis. 

Getting and Prepping the Data

In this lecture, we analyze the bitcoin and S&P500 data and see what the two datasets could tell us how the two compare in terms of their investment returns. 

Preview 13:32

In this lecture, we extend our analysis to include two additional cryptocurrencies--Ethereum and Litecoin.

Ethereum, Litecoin, & Bitcoin

In this lecture, we take a quick look at whether moving averages could give us additional insight into the data.

Introduction to Moving Averages