UNF Professional and Lifelong Learning
UNF Professional and Lifelong Learning · Microsoft

Data Analysis and Visualization with Excel Training

LevelIntermediate
Duration2 Days
Experience1 year: Microsoft
Average Salary$95,000 – $100,000
LabsYes

Offered to the Jacksonville and Northeast Florida community through UNF Professional and Lifelong Learning in partnership with Applied Technology Academy — live online or in person, taught by ATA's practitioner instructors.

Course Overview

This course is ideal for professionals who want to make data-driven decisions and present data in an effective, compelling way.

You will:

  • Clean and prepare datasets for analysis
  • Apply Excel’s built-in tools to analyze large datasets
  • Use formulas and functions to summarize data
  • Build and customize PivotTables and PivotCharts
  • Apply conditional formatting and data bars for visual emphasis
  • Create dashboards and data summaries
  • Utilize charts to visually represent trends and comparisons
  • Share reports with others using print, PDF, and Excel online
Course Outline
  • Module 1: Introduction to Data Analysis in Excel
    • Overview of data analysis process
    • Importance of structured data
    • Introduction to Excel’s data analysis capabilities
    • Keyboard shortcuts and productivity tips
  • Module 2: Preparing and Cleaning Data
    • Removing duplicates and blank values
    • Text to columns and Flash Fill
    • Using filters and sorting
    • Data validation and removing errors
    • Converting data to Excel Tables
  • Module 3: Formulas and Functions for Analysis
    • SUM, AVERAGE, COUNT, MIN, MAX
    • Logical functions: IF, AND, OR
    • Lookup functions: VLOOKUP, HLOOKUP, XLOOKUP
    • Text functions: CONCAT, LEFT, RIGHT, MID, LEN
    • Date and time functions
  • Module 4: PivotTables and PivotCharts
    • Creating PivotTables from raw data
    • Grouping, filtering, and sorting in PivotTables
    • Using slicers and timelines
    • Building PivotCharts to visualize summarized data
    • Designing interactive dashboards with slicers and filters
  • Module 5: Data Visualization Techniques
    • Choosing the right chart type
    • Creating and customizing:
    • Column, bar, and line charts
    • Pie and donut charts
    • Combo charts
    • Waterfall and sparkline charts
    • Using data bars, icon sets, and color scales
  • Module 6: Using Excel’s Data Analysis Tools
    • Quick Analysis Tool
    • Goal Seek and What-If Analysis
    • Introduction to Power Query (optional)
    • Introduction to Power Pivot (optional)
  • Module 7: Creating Dashboards and Reports
    • Combining charts, tables, and slicers
    • Using named ranges and form controls
    • Formatting for clarity and presentation
    • Exporting to PDF and printing reports
    • Sharing files with Excel Online and OneDrive
Intended Audience

This course is designed for professionals and students who want to build foundational skills in data analysis using Microsoft Excel.

Prerequisites
  • Basic familiarity with Microsoft Excel
  • Experience working with spreadsheets and simple formulas
  • No prior experience with data analysis or advanced Excel features required