Excel Intro to Data Analysis

Beyond simple averages and totals, Microsoft Excel offers many features to help you draw insights from your data. Sometimes those observations come from a particular formatting or visualization of the data; other times a specific summary function will generate a surprisingly significant result. Here are some of the techniques you'll learn:

Table Formatting. Cleaning up your data involves tasks like removing duplicates, eliminating empty rows, and making sure data types are correct. Once you have a well-formatted table, you can take advantage of Excel's many features to sort, filter, and colorize it — revealing hidden patterns.

Conditional Functions. You may have data that you want to exclude from your calculations: for example, too-low or too-high outliers, or relating to discontinued products, or months with sales promotions. To exclude this data from your summaries, you can use functions like SUMIF, AVERAGEIF, and COUNTIF — applying them to exclude data that doesn't meet certain criteria.

Charting. Whether it's a pie chart, line graph, or scatter plot, "a picture is worth a thousand words." It's critical to choose the right type of chart to visualize your data so the viewer can quickly make sense of it. We'll show you how to decide which chart works best with your data.

Pivot Tables. Many spreadsheets follow a pattern with a few heading fieldsand many rows based on one field, like order number (sales tables) or product SKU (inventory tables). In the case of sales data, a table will typically have column headers like location, quantity, order number, price, and such. Each row might represent one order. Turning a typical table like this into a pivot table allows you to quickly change the way you 1) view the data: orders by date vs. orders by location; and 2) group the data for aggregate functions: total orders by location, average quantity by order, etc. It's one of Excel's most powerful tools, and can be used in conjunction with pivot charts to easily visualize your data along different dimensions.

What We'll Explore:

1. Be able to clean up data into well-defined lists and convert them to tables

2. Use Excel’s aggregate functions to conditionally apply summary calculations to the data

3. Display data in summarized formats using pivot tables and with visuals using pivot charts

Topics:

Analyzing Data in Lists and Tables

• Cleaning data into a well-defined list 
• Sorting and filtering records 
• Formatting as a table 
• Totaling rows 
• Removing duplicates 
• Applying conditional formatting 

Summary Based IF Functions 

• IF 
• SUMIF
• AVERAGEIF
• COUNTIF

Chart Features

• Creating charts 
• Inserting sparklines 

Working with Pivot Tables and Pivot Charts

• Creating a pivot table 
• Sorting and filtering 
• Summarizing values by fields
• Formatting numeric data
• Adding slicers
• Creating pivot charts