Microsoft Excel Data Analysis for Business & Finance

Learn to enter sales data in Excel and format it for clarity with headers, auto-fit columns, borders, currency formatting, alignment, and conditional formatting, then save a professional spreadsheet.

Master three essential Excel formulas—sum, average, and count—using a sample sales dataset to compute total sales, average per product, and the number of data points for clear data analysis.

Learn how to use Excel's round, roundup, and round down functions to control decimal places, clean financial data, and apply precise rounding in reports.

Explore rand and randbetween in Excel to generate decimals and whole numbers within a range, and learn rounding and how these functions recalculate with every sheet change.

Learn how relative references adjust when formulas copy, how absolute references fix values with the dollar sign, and how mixed references combine both for dynamic tasks.

Sort and filter data in Excel to organize and analyze datasets, using alphabetical and numeric criteria, multiple criteria, and ascending or descending orders to focus on the values you need.

Master conditional formatting and rules in Excel to highlight data, apply color scales, use formulas for targeted formats, and manage or clear rules for clean, insightful spreadsheets.

Learn to use Excel logical functions such as if, and, or to test conditions and automate decision making for bonuses and data analysis.

Explore vlookup, hlookup, index, and match to perform powerful lookups in Excel, including exact-match lookups, table arrays, and combining index with match for flexible data retrieval.

Explore vlookup with approximate match to assign grades from scores, even when data isn't sorted, by using the true argument to return the closest value from a grade table.

Master index, match, and xmatch to build flexible data lookup formulas, return specific values, and locate positions across ranges with exact, approximate, and wildcard options.

Master advanced logical and nested functions in Excel, using IF, AND, OR, NOT, nested IFs, and IFS to calculate targets, bonuses, and commissions in a real-world scenario.

Learn to use array formulas in Excel to perform calculations on a range of values at once, such as total revenue per row and grand totals, using ctrl+shift+enter.

Discover how to use Excel dynamic array functions—filter, unique, and sort—to extract specific data, remove duplicates, and update results automatically for faster business and finance analyses.

Master Excel date and time functions, using serial date numbers and fractions, with today and now to get current date and time, and year, month, day, hour, minute, and second.

Learn to create dropdown lists with data validation in Excel to control data entry, and use filters to analyze large data sets efficiently.

Learn to build a dependent dropdown list in Excel using named ranges and data validation, so a first category selection dynamically narrows the second list to fruits or vegetables.

Explore how to use slicers for dynamic filtering in Excel, turning data into tables, inserting slicers, and connecting them to pivot tables and a dashboard.

Master advanced filtering techniques in Excel, including custom and advanced filters, formula-based filters, and slicers for tables and pivot tables to streamline data analysis.

Master how to use what-if analysis in Excel to explore outcomes with Goal Seek, Scenario Manager, and Data Tables, enabling data-driven decisions for budgets, projects, and strategies.

Create waterfall, histogram, and Pareto charts in Excel to visualize financial data, distributions, and trends. Organize data into categories, and customize chart elements like colors, labels, and titles.

Discover how sparklines and data bars visualize trends and compare values in Excel, with practical steps to insert, customize, and apply conditional formatting.

Design professional Excel dashboards by organizing data into an Excel table, removing duplicates, and planning a three-part layout with key metrics, visuals, and filters, using charts, slicers, and conditional formatting.

Automate repetitive Excel tasks with macros and VBA, recording actions to format tables and borders. Explore the developer tab, run macros, and edit VBA code for the message box.

Learn to automate repetitive tasks in Excel by recording and running macros, from enabling the developer tab to naming, shortcut keys, and assigning macros to a button.

Edit and write Excel macros in the VBA editor, using the Project Explorer, code window, and immediate window, with the developer tab to insert modules and save changes.

Protect and secure your Excel files by encrypting with a password, marking the workbook as final or read-only, restricting access with permissions, and backing up to OneDrive while enabling autosave.

Learn to share and collaborate on Excel workbooks in real time across Office 365, Excel Online, and desktop, with permissions, email invitations, and OneDrive backups.

Learn to link and embed objects in Excel, using linked files that update automatically or embedded copies, with examples like PDFs, Word documents, and data sets.

Explore Power Pivot, an advanced Excel feature that analyzes millions of rows, models data with relationships, and creates DAX calculations for insights using pivot tables.