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Excel Crash Course: Dashboards, Data Analysis & Heatmaps
Rating: 4.2 out of 5(297 ratings)
18,498 students

Excel Crash Course: Dashboards, Data Analysis & Heatmaps

Learn core, business-focused Excel skills for data analysis, data visualisation and dashboard modelling in 3 hours
Created byTobi Williams
Last updated 9/2020
English

What you'll learn

  • Explore Microsoft Excel from a data science & data visualisation and data analysis perspective
  • Design three dashboard systems in Excel - Twitter Activity Heatmap, Advanced Currency Converter, Business Invoicing Dashboard
  • Learn to use Excel dynamic arrays with other functions like a pro to build automated systems
  • Manipulate pivot tables to design beautiful, custom charts and heatmap visuals
  • Work with Excel time intelligence and text functions to extract HOUR of DAY, DAY of WEEK etc
  • Tips and tricks to fine tune your Excel dashboards and visuals to supercharge your data visualisation skills
  • Test your data analysis skills by working on data retrieved from Twitter API
  • Learn HOW to maximize office productivity and potentially increase your pay

Course content

4 sections31 lectures2h 59m total length
  • Introduction to the Excel crash course5:46

    Welcome to this Excel Crash Course. We'll begin by taking a look at the course outline and what you should expect throughout the course.

  • Understanding the Twitter Dataset5:22

    In this lecture, we'll do basic exploratory data analysis by:

    - Applying filters

    - Understanding blanks and data types

    - Understanding the fields contained within the dataset

  • Extracting Other Details for Analysis9:08

    In this lecture, we'll look at time intelligence calculations within the context of Excel by extracting:

    • YEAR

    • MONTH & MONTH NAME

    • HOUR OF DAY

    • DAY OF WEEK


    We will also use some Data Science methods to remove unnecessary data from the dataset.

    Get ready to learn some shortcuts as well.

  • Creating Pivot Tables7:58

    In this lecture, we'll design some aggregates using Pivot tables.


    Students will learn about:

    - Pivot table fields

    - Changing the aggregation summary

    - Changing Pivot table options

  • Applying Conditional Formatting using Color Scales2:30

    In this lecture, we will be adding conditional formatting to the Pivot table values. We'll choose a color scale that appropriately matches the insight that we want to extract using the heatmap.

  • Adding Slicers to Dashboard1:39

    In this delivery, we'll be adding two slicers - YEAR and BANK - which will allow us to filter the heatmap using the values contained within the slicers.

  • Applying Custom Number Formats3:19

    There are several custom number formats available in the Microsoft Business Intelligence sphere - Excel, Power Platform - Power BI, Power Automate & Power Apps.

    In this lecture, we cover how to make an invisible text to hide the heatmap values. This allows you to create effective heatmaps with explosive and pixelated colors.

  • Adding Custom Images to Charts11:25

    In this video, we'll apply the Twitter logo on a Pivot chart to generate the Twitter bar visual.


    Students will learn tips & tricks of data visualisation within Excel to get their visuals crisp and beautiful.

    As Edward Tufte stated, "above all else show the data."

  • Interlude - Data Manipulation Challenge1:49

    This is an optional data challenge that can be achieved using a scripting language such as Python or Excel VBA.

    It's not required to complete this lecture but it could be a fun and rewarding pursuit.

  • Adding Heatmap Legend1:32

    In this lecture, we'll be cleaning up our visual and adding a legend to present more information to guide the report users.

    Legends and titles are key aspects of designing effective data visualisations.

  • Wrapping Up - Introduction to Open Analytics2:01

    We'll be wrapping up section 1 of this course which involves learning how to design dashboards using Pivot tables, heatmaps and slicers.

  • Data Analytics Challenge

Requirements

  • Preferably Excel on Office 365 for Windows. Microsoft Excel 2010-2019 (PC/Windows)
  • Mac users are welcome, but note that the interface of Pivot Tables varies across platforms
  • Knowledge of Excel for basic reporting is an added advantage but not required
  • Be ready to make a leap. It's a crash course

Description

This is a 100% project-based Microsoft Excel crash course with a special focus on data analysis, designing simple dashboards and creating heatmap visuals and other charts. Maximizing office productivity is a key skill to learn. By working with modern Excel tables and learning how to extract insights from data, you'll achieve a leap in your Excel skills in 3 hours.


Supercharge your Microsoft Excel skills rapidly in this Crash Course!

As a Business Intelligence consultant, I designed the curriculum based on some of the skills needed to get you powering through your daily business needs, and I’ve designed the courses to achieve specific objectives. This course is a hack to develop advanced power-user skills in Microsoft Excel on Office 365 in a very short period of time.


Students will work on two different datasets - Twitter data and fuel prices data - to design dashboards and extract insights using Pivot tables and beautiful heat maps.

In this course you will learn how to:

  1. Explore Microsoft Excel from a data science, data visualisation and data analysis perspective

  2. Design three dashboard systems in Excel - Twitter Activity Heatmap, Advanced Currency Converter, Business Invoicing Dashboard

  3. Work with Excel time intelligence and text functions to extract HOUR of DAY, DAY of WEEK etc

  4. Manipulate pivot tables to design effective and beautiful charts and heatmap visuals

  5. Design and customise pivot charts by adding custom images

  6. Use the Power Query tool to manipulate and mashup data

  7. Use certain tips and tricks to fine-tune your Excel dashboards and visuals to supercharge your data visualisation skills

  8. Test your data analysis skills by working on data retrieved from Twitter API

  9. Learn HOW to maximize office productivity and increase your salary with automation skills


Why Excel skills matter

Advanced Microsoft Excel skills can open up a whole myriad of career opportunities in business analysis, product management, data analysis, operations and strategy roles. As a skilled Excel user that is able to extract insights from data, you will be comfortable in working in industries such as finance, consulting, manufacturing, pharmaceutical, analytics or other business roles. Excel is the primary spreadsheet application used in financial modelling and ad-hoc data analysis.

In this 100% example-based and project-based course, you’ll develop highly marketable business-focused Excel skills in data analysis and data visualisation to help you outperform competing candidates for promotions, job opportunities, and internships. You’ll learn what it means to be the Excel go-to person having an unfair advantage in analytical skills.


How is the course structured?

The course curriculum has been designed as a project-based, crash course. You will learn rapidly by working through the Twitter dataset to understand rudimentary data analysis and design novel heatmaps. Then in the latter half of the course, you will learn how to work with modern Excel tables and manipulate them using the Power Query tool, structured referencing, and using the functions available on Office 365 version of Excel to craft automated calculations and dashboards.

The course builds on itself, meaning that as we continue forward in the course we’ll re-use the concepts from previous sections to further reinforce them. All of the material is 100% example-based and we’ll use multiple real-life examples throughout the course.

The course is composed of 18 short lectures each of which covers one concept at a time, and 2 problem-solving sessions (data challenges). The full course length is 1.8 hours of well thought out, deliberate content to get you building and designing within Excel. You will also get over 1 hour of practice problems which are very detailed and cover real-life analytical scenarios.

I designed this course to be as practical and as relatable as possible by using sample data from real-life activities. The course is complete with working files, you’ll be able to follow along practising each concept and receive a verifiable certificate of completion when you finish the course!

It's a crash course so be ready to take a leap!

Are there any course requirements or prerequisites?

  • Preferably Excel on Office 365 for Windows. Microsoft Excel 2010-2019 (PC/Windows)

  • Mac users are welcome but note that the interface of Pivot Tables varies across platforms

  • Knowledge of Excel for basic reporting is an added advantage but not required

  • Be ready to make a leap. It's a crash course

Who this course is for:

  • Beginner in Excel interested in data analysis

  • More advanced users looking to learn how to improve office productivity

  • Business students curious about data visualization

  • Business professionals interested in data analysis and modelling

  • Crash course enthusiasts

  • Python developers and coders interested in data analysis and Excel

Who this course is for:

  • Beginner in Excel interested in data analysis
  • Business students curious about data visualization
  • business professionals interested in data analysis and modelling
  • crash course beginners
  • python developer interested in data analysis and Excel
  • Business owners
  • Accountants