Description
MIM1019 – Data Analytics & Visualization with Microsoft Excel (2 Days)
Overview
Microsoft Excel remains one of the most widely used tools for data analysis and reporting in organizations. When used effectively, Excel enables professionals to analyze data, uncover trends, and present insights clearly to support better decision-making. However, many users only utilize a small portion of Excel’s powerful analytical and visualization capabilities.
This program is designed to equip participants with practical skills to analyze, interpret, and visualize data using Microsoft Excel. Participants will learn how to organize and clean data, apply essential analytical functions, create meaningful charts and dashboards, and transform raw data into clear, actionable insights for business use.
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- 1023 students
This program can be tailored to your specific business needs.
A little bit of personalization goes a long way. Ask us for a no-obligation Training Needs Analysis (TNA) so we can tailor this, or any other CSG program to meet your learning outcomes.
Objectives
Objectives By the end of this program, participants will be able to:
- Understand the fundamentals of data analytics using Microsoft Excel
- Prepare, clean, and structure data for effective analysis
- Apply key Excel functions and tools for data analysis
- Analyze trends, patterns, and performance indicators
- Create effective charts, dashboards, and visual reports
- Present data insights clearly to support business decision-making
Duration
Duration 2 Days
Target Audience
Target Audience - Business professionals working with data
- Executives and Managers requiring data-driven insights
- Operations, Finance, HR, and Sales personnel
- Data Analysts and Reporting Officers
- Anyone using Microsoft Excel for analysis and reporting
Modules:
Module 1: Introduction to Data Analytics with Excel
- What is data analytics and why it matters
- Types of data and common business use cases
- Excel as a data analytics and reporting tool
Module 2: Data Preparation and Cleaning
- Importing data into Excel
- Data formatting and structuring best practices
- Handling missing, duplicate, and inconsistent data
- Hands-on activity: Cleaning a raw dataset
Module 3: Essential Excel Functions for Data Analysis
- Logical functions (IF, AND, OR)
- Lookup functions (VLOOKUP / XLOOKUP)
- Text and date functions
- Aggregation functions (SUMIFS, COUNTIFS, AVERAGEIFS)
Module 4: Data Analysis Techniques in Excel
- Sorting, filtering, and conditional formatting
- Using PivotTables for data summarization
- Analyzing trends and patterns
- Hands-on activity: PivotTable analysis
Module 5: Data Visualization Principles
- Purpose of data visualization
- Choosing the right chart for the message
- Common visualization mistakes to avoid
Module 6: Creating Charts and Visual Reports
- Creating charts (bar, line, pie, and combo charts)
- Formatting charts for clarity and impact
- Using conditional formatting for visual insights
Module 7: Building Dashboards in Excel
- Dashboard design principles
- Using PivotCharts and slicers
- Creating interactive dashboards
- Hands-on activity: Building a simple dashboard
Module 8: Presenting Insights and Action Planning
- Turning analysis into insights and recommendations
- Communicating data to different stakeholders
- Best practices for data-driven presentations
- Personal action planning for workplace application