Fundamentals of Data Manipulation and Visualization in Excel
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Fundamentals of Data Manipulation and Visualization in Excel

Foundational Skills for Spreadsheet Modeling and Agile Spreadsheet Design
4.2 (17 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
74 students enrolled
Last updated 11/2016
English
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Current price: $10 Original price: $90 Discount: 89% off
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Includes:
  • 2 hours on-demand video
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Enter formulas and use functions in Excel
  • Manipulate data quickly using a variety of techniques, including sorting, filtering, and lookup functions
  • Use formatting, conditional formatting, charts, sparklines, and other tools to visualize data and communicate data insights effectively
  • Powerfully organize data using Pivot Tables, Pivot Charts, and Slicers
View Curriculum
Requirements
  • Students will need an edition of Microsoft Excel 2007 or later. To solidify the skills we teach, we will provide example and exercise spreadsheets along with solutions for practice
Description

This course seeks to help beginning to intermediate users enhance their skills in both the manipulation and visualization of data in Microsoft Excel.

 The course will focus on key functionalities of the program like using formulas and functions, manipulating data using sorting, filtering, lookup functions and Pivot Tables, and visualizing data using conditional formatting, charts, and Pivot Charts.

 The 4 major content areas of this course are:

1) Formulas and Functions

2) Fundamental Techniques of Data Manipulation

3) Charting and Formatting

4) Pivot Tables

For this course, we have hand-selected some of the most important skills needed for business modeling, and we present them to you in a way that leans heavily on realistic business examples. Each lecture video has an exercise in Excel for you to immediately practice its techniques within an example business context, complete with solutions and solution walk-through videos for you to check your work. If you are currently working or seeking a role in finance, accounting, planning, forecasting, procurement, supply chain management, or other business operations functions, and you wish to build the skills needed to use spreadsheets to manipulate data and build models, then this is the course for you!

Each of these sections has 20 to 30 minutes of video lecture material. The course has been adapted from an in person training course that was a day long. Including the lecture content and the exercises, it should take about 5-8 hours to complete.

Who is the target audience?
  • Beginners who don't understand how to use how to use formulas, charts, and Pivot Tables should take this course.
  • Intermediate users who want a refresher on any of these topics could also benefit from this course
  • This course is not intended for advanced users who are already competent with all of Excel's basic features.
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Curriculum For This Course
33 Lectures
02:04:18
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Welcome & Course Overview
2 Lectures 04:36

I introduce the course, in which we will be covering:

1) Formulas and Functions

2) Fundamental Techniques of Data Manipulation

3) Charting and Formating

4) Pivot Tables

Preview 02:33

I walk through how our exercise spreadsheets are structured, and talk about our recommended methodology for progressing through the course material.

Preview 02:03
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Formulas and Functions
6 Lectures 27:05

I'll talk about what we'll cover in this section and show how to navigate the exercise spreadsheets we'll be including with each section.

Preview 01:09

We’ll go over how basic calculations and functions work in Excel. 

Preview 05:56

I walk through the solution to Exercise 1-1, which is about basic formulas and functions.

Exercise 1-1 Solution
05:10

I’ll show how to use the fill handle to copy formulas to many cells and the status bar for quick calculations

Other Excel Features for Formulas and Calculations
04:39

I walk through the solution to Exercise 1-2, and exercise that deals with the Fill Handle.

Exercise 1-2 Solution
08:33

I walk through the solution to Exercise 1-3, in which we'll use status bar calculations.

Exercise 1-3 Solution
01:38
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Fundamental Techniques of Data Manipulation
8 Lectures 33:28

I'll talk about the contents of the upcoming section, and give students another exercise spreadsheet.

Section Overview
00:38

I’ll show students how to use Freeze Panes to more easily navigate their data. I’ll also talk about the normal pasting procedures of Excel and their differences from Paste Special.

Freeze Panes & Pasting Options
03:46

I walk through the solution to Exercises 2-1, 2-2 and 2-3. These exercises cover using Freeze Panes, and different pasting options.

Exercise 2-1, 2-2, and 2-3 Solutions
02:35

I’ll talk about these two key features of Excel and demonstrate how they’re used.

Sorting and Filtering
05:19

Exercise 2-4, 2-5, and 2-6 Solutions
02:41

I’ll talk about Excel’s three types of cell references: Absolute, Relative, and Mixed. We’ll discuss the uses for these different reference types.

Preview 05:19

Excel has several lookup functions, including the infamous vlookup function. I’ll give an overview of the primary ones (vlookup, index and match) and demonstrate how to use them using an example.

Must-Know Technique #2: Lookup functions
10:07

Exercise 2-7 Solution
03:03
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Charting and Formatting
9 Lectures 26:20

I'll talk about the contents of the upcoming section, and give students another exercise spreadsheet.

Section Overview
00:24

I’ll demonstrate how to format numbers in Excel as percentages and currencies. I’ll also go through Excel’s various conditional formatting options, including automated and formula based options.

Number Formatting and Conditional Formatting
07:08

Exercise 3-1 Solution
02:33

Exercise 3-2 Solution
01:41

I’ll talk about charting data as well as the somewhat arcane Select Data dialogue.

Charting Data
03:47

Exercise 3-3 Solution
02:38

I'll go through some general best practices for making your spreadsheet professional and tidy.

Professionally Formatting a Spreadsheet
05:39

I’ll discuss the Sparkline feature and demonstrate how to create and use these objects

Sparklines
01:37

Exercise 3-4 Solution
00:53
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Pivot Tables
7 Lectures 29:53
Section Overview
00:33

I’ll talk about how to create Pivot Tables and use them to filter, sort, and group data.

Preview 07:30

Exercise 4-1 Solution
02:08

I’ll talk about how to create new fields in a Pivot Table based on calculation of other fields as well as adjusting how values are displayed with the Value Field Settings dialogue

Calculated Fields and Value Field Settings
05:37

Exercise 4-2 Solution
04:22

I’ll show students how they can have the same flexibility of Pivot Tables in their charts and figures using Pivot Charts and Slicers.

Pivot Charts and Slicers
03:12

Exercise 4-3 Solution
06:31
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Course Wrap Up
1 Lecture 02:56
Course Wrap Up and Next Steps
02:56
About the Instructor
Strategic Management Solutions
4.0 Average rating
28 Reviews
138 Students
2 Courses
Business analytics for strategic advantage

Strategic Management Solutions is a management consulting firm specializing in applications of business analytics and data science to critical business problems in the areas of forecasting, supply chain strategy, product management, and pricing. We also provide a range of additional consulting, training, and software development services. Utilizing an analytical, data-driven approach, we advise companies of all sizes on issues of strategic importance in today’s increasingly complex and information-rich business environment.