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Excel: Managing and Analyzing Data (2022)

Excel: Managing and Analyzing Data (2022)

3h 43mIntermediate2022-09-26

Authors

Oz du Soleil

Oz du Soleil

Excel MVP, Author, and Trainer

Course details

Ready to start working with spreadsheets like a pro? Join Excel MVP Oz du Soleil as he shares how to clean, organize, and analyze large amounts of data with ease using commands, features, and functions within Microsoft Excel. Instead of focusing on pure analysis (forecasting, running regressions, etc.), Oz covers how to use built-in Excel tools to prepare your data for analysis and extract the information that supports your mission.

Oz dedicates the first portion of the course to an often-overlooked part of data analysis: checking data quality. He then steps through how to prepare your data for analysis by setting it up into sortable, filterable columns and rows. Next, Oz shares how to work with multiple data sets at once; sort and filter data; and use functions to isolate and analyze data. Plus, learn how to work with the newest features in Excel, including Power Query and dynamic arrays, which make it so much easier to get what you need from your data without clumsy, complicated, and delicate formulas. With these techniques, you'll be prepared to quickly and effectively extract important information from even your largest spreadsheets.

Skills covered

Data Resource ManagementSpreadsheetsMicrosoft ExcelDatabase ManagementData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Managing and analyzing data in Excel

1. Checking Data Quality

  • 02 - The importance of checking data quality
  • 03 - Use the UNIQUE function to investigate data and data quality
  • 04 - Check data quality with a PivotTable
  • 05 - Check for duplicates with formulas
  • 06 - Find duplicates and stray values with Conditional Formatting
  • 07 - Deciding if your data is ready for use

2. Splitting Columns for Data Clean-Up

  • 08 - Splitting columns with Flash Fill
  • 09 - Splitting columns with Dynamic Arrays
  • 10 - Splitting columns with Power Query
  • 11 - Splitting columns into rows

3. Data Preparation

  • 12 - Structure data for optimum usage in Excel
  • 13 - The power and majesty of Excel's Tables
  • 14 - Using COUNTA to evaluate and monitor your data
  • 15 - Power Query - Unpivot
  • 16 - Convert an array to a column with TOCOL
  • 17 - Convert a report to raw, useful data

4. Working with Multiple Data Sets

  • 18 - Find and retrieve data with VLOOKUP and XLOOKUP
  • 19 - Import and combine data sets in Power Query
  • 20 - Append data sets
  • 21 - Overview of Power Query joins
  • 22 - Using the Power Query joins feature
  • 23 - Power Query vs. XLOOKUP

5. Sorting and Filtering Data

  • 24 - Sort with multiple criteria
  • 25 - Sort by cell color, font color, or cell icon
  • 26 - Sort by custom list
  • 27 - Sort in Power Query
  • 28 - Use Dynamic Arrays - SORT, SORTBY
  • 29 - Use the FILTER dynamic array function
  • 30 - Use text, numeric, and date filters
  • 31 - Filter in Power Query
  • 32 - Filter table data interactively with slicers

6. Other Data Analysis Tools and Methods

  • 33 - SUMIFS, COUNTIFS, and related functions for data analysis
  • 34 - A quick word about PivotTables
  • 35 - Using PivotTables for basic analysis
  • 36 - Using tables to support PivotTable integrity
  • 37 - Identify top or bottom values with Conditional Formatting

Conclusion

  • 38 - Continue your data stewardship

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