Data Analysis Essentials Using Excel
- Description
- Curriculum
- FAQ
- Reviews
Instructor Symon He hosts near daily LIVE office hours on TikTok 10:30PM PDT. Find him @SymonHe.
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!
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4Jumpstart OverviewVideo lesson
Video games anyone? We introduce the data set we'll be working with in this quick introductory example.
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5JUMPSTART NOTEText lesson
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6Jumpstart Part 1Video lesson
In this example, we see that simple built-in EXCEL formulas and functionality can make for quick analysis of numerical data.
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7Jumpstart Part 2Video lesson
We take the sample data a bit farther--how do we calculate sub totals? We use the conditional functions in EXCEL.
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8Jumpstart Part 2 Filtering Unique ValuesVideo lesson
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9Jumpstart Part 3Video lesson
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.
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10Quick ReminderText lesson
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11Getting Acclimated Section OverviewVideo lesson
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.
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12EXCEL User InterfaceVideo lesson
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.
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13Adding, Deleting, and Editing Data in a CellVideo lesson
In this lecture, we explore how to add data to, delete data from, and edit data inside a cell in Excel.
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14Introduction to Keyboard ShortcutsVideo lesson
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
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1550 Time Saving Excel ShortcutsText lesson
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16Navigation Keyboard ShortcutsVideo lesson
In this lecture, we explore some Excel keyboard shortcuts designed to help you navigate through a worksheet more efficiently.
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17Data Selection Keyboard ShortcutsVideo lesson
We will look at the use of keyboard shortcuts to selecting cells with EXCEL.
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18Inserting and Deleting Rows and ColumnsVideo lesson
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.
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19Auto Fit Row and Column SizeVideo lesson
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.
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20Freeze Panes and Split BoxesVideo lesson
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.
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21Formatting NumbersVideo lesson
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.
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22Formatting CellsVideo lesson
The simple cell in EXCEL may appear simple but in fact it has many formatting options that can add visual clarity to your analysis.
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23Grouping and Hiding Rows or ColumnsVideo lesson
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.
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24Installing EXCEL Add-InsVideo lesson
In this lecture, we walk you through how to add a couple of very useful Excel Add-Ins that are useful for analysis.
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25Quiz #1Quiz
To quiz you on what you've learned in this section
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26Basic Excel Formulas & Functions Section OverviewVideo lesson
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.
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27Basic Math Functions in ExcelVideo lesson
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.
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28Conditional Math FunctionsVideo lesson
We looked at the SUM and COUNT functions previously, now we look at their conditional counterparts, SUMIF and COUNTIF functions in EXCEL.
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29MIN, MAX, and AVERAGE FunctionsVideo lesson
In this lecture, we look at more of EXCEL's built-in math functions: MIN, MAX, and AVERAGE functions.
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30Logical Operators and FunctionsVideo lesson
In this lecture, we introduce to you the logical operators and the logical IF, AND and OR functions in EXCEL.
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31Anchoring Cell References and Name RangesVideo lesson
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.
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32Array FunctionsVideo lesson
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.
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33Quick note about next three lecturesText lesson
The next four lectures are more finance related.
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34Internal Rate of Return (IRR) FunctionsVideo lesson
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.
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35Net Present Value (NPV) and Cash MultipleVideo lesson
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.
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36Loan Amortization TableVideo lesson
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.
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37Compound Annual Growth Rate (CAGR)Video lesson
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.
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38Formula AuditingVideo lesson
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.
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39Fill CommandsVideo lesson
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.
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40IS FunctionsVideo lesson
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.
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41Rounding NumbersVideo lesson
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.
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42Quiz #2Quiz
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43Text, Times, and Date Data Formats Section OverviewVideo lesson
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.
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44Note to EU Students about Date FormatText lesson
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45How EXCEL Treats Text, Times, and Dates DataVideo lesson
In this lecture, we look at how EXCEL stores and interprets text, times, and date data in cells.
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46Changing the Case of TextVideo lesson
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.
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47Combining Strings of Text TogetherVideo lesson
In this lecture, we'll look at how you can combine strings of text together in EXCEL.
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48Cutting Substrings from a TextVideo lesson
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.
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49Using the FIND FunctionVideo lesson
In this lecture, we look at how to use the FIND function for more advanced text search and manipulation in EXCEL.
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50Searching for Specific Text in DataVideo lesson
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.
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51Splitting a Text Field into Multiple ColumnsVideo lesson
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.
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52Converting Dates from Text into ValuesVideo lesson
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.
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53Adding and Subtracting DatesVideo lesson
In this lecture, we look at how to add and subtract date values in EXCEL.
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54Compiling Monthly and Annual TotalsVideo lesson
In this lecture, we explore how to leverage date data to compile both monthly and annual totals in EXCEL.
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55Conducting Day of the Week AnalysisVideo lesson
In this lecture, we look at how to conduct a day of the week analysis.
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56Combining Date and Time DataVideo lesson
Often, when you have both date and time data, it is helpful to combine them together.
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57Adding and Subtracting TimesVideo lesson
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.
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58Conducting Hours of the Day AnalysisVideo lesson
In this lecture, we how we can do an hour of the analysis on time in EXCEL.
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59Introduction Statistics in EXCEL Section OverviewVideo lesson
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.
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60Brief Overview of StatisticsVideo lesson
In this lecture, we go through a brief overview of the most relevant concepts in statistics for conducting data analysis in EXCEL.
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61Mean, Median, & ModeVideo lesson
In this lecture, we look at the three most common statistical averages--the mean, median, and mode.
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62Percentile and PercentileRankVideo lesson
In this lecture, we look at percentiles and percentilerank in EXCEL.
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63Frequency DistributionsVideo lesson
In this lecture, we're going to explore frequency distributions and how to use them in EXCEL.
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64Standard Deviation and VarianceVideo lesson
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.
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65Trends in DataVideo lesson
In this lecture, we'll give you a first introductory taste of how to look at trends in datasets in EXCEL.
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66Introduction to CorrelationVideo lesson
In this lecture, we go over correlation and how to calculate and interpret it when running analysis of a dataset in EXCEL.
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67Handling Data OverviewVideo lesson
Quick overview of the various data functions and topics to be covered in this section.
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68Lookup with VLOOKUPVideo lesson
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69Lookup with HLOOKUPVideo lesson
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70Name Arrays for Reuse and ReadabilityVideo lesson
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71Group Records with Nested IF StatementsVideo lesson
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72Avoid Errors with IF and ISNUMBERVideo lesson
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73Create Dropdown Lists for FilteringVideo lesson
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74Create Unique ListsVideo lesson
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75Fast Lookup with INDEX and MATCHVideo lesson
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76Multi-Condition Lookup with DSUMVideo lesson
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77Create Rankings with SMALL and LARGEVideo lesson
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78Multi-Condition Lookup with INDEX and MATCHVideo lesson
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79Insert a Pivot TableVideo lesson
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80Prepare Data for PivotingVideo lesson
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81Learn to Pivot a TableVideo lesson
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82Group Rows and ColumnsVideo lesson
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83Format for ReadabilityVideo lesson
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84Modify Output Values for InsightsVideo lesson
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85Insert Calculated FieldsVideo lesson
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86Sort, Filter and SlicerVideo lesson
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87Handle New Data in Pivot TablesVideo lesson
