Course Code: 5621

10994 - Data Analysis Fundamentals Using Excel

Class Dates:
2 Days
Class Time:


  • Course Overview
  • The main purpose of the course is to give students the ability to add analysis capabilities to Excel spreadsheets and to provide students with a foundation to learn about more advanced data analytics with Excel or Power BI.
  • Audience
  • This course is intended for anyone who wants to take the data analysis technologies in Excel beyond formulas and add more advanced capabilities such as dashboards, hierarchies, and relationships.


  • Before attending this course, students must have:
    • Basic knowledge of the Microsoft Windows operating system and its core functionality.
    • Advanced working knowledge of Excel spreadsheets including formulas.
  • Recommended Courses:

Course Details

  • After completing this course, students will be able to:
  • Create an Excel report
  • Create an Excel table
  • Create a pivot table and pivot chart
  • Create a dashboard and analyze data
  • Create Hierarchies
  • Create an Excel data model and connect to external data
  • Module 1: Reporting in Excel -
  • This module explains how to create a report in Excel
  • Filtering and Formatting Data
  • Charts
  • Lab: Create an Excel report
  • Filtering Excel Data
  • Formatting Excel Data
  • Create excel Charts
  • Module 2: Excel Tables
  • This module explains how to create data tables in Excel
  • Excel Data Tables
  • Summarizing Data
  • Lab: Create an Excel Table
  • Create an Excel Table
  • Summarize Excel Data
  • Module 3: Pivot Tables and Pivot Charts
  • This module describes pivot tables and pivot charts and how to work with them.
  • Pivot Tables
  • Pivot Charts
  • Editing Pivot Tables and Pivot Charts
  • Lab: Importing Data from a CSV File
  • Creating a Pivot Table
  • Creating a Pivot Chart
  • Editing Pivot Tables and Pivot Charts
  • Module 4: Dashboards
  • This module describes Excel dashboards, how to create them and the role in data analysis in Excel pivot tables
  • Creating a Dashboard
  • Data Analysis in Excel Pivot Tables
  • Lab: Create a Dashboard
  • Arranging Tables and Charts
  • Slicing Data
  • Data Analysis
  • Module 5: Hierarchies
  • This module describes hierarchies and time data.
  • Hierarchies
  • Time Data
  • Lab: Creating Hierarchies
  • Create a Hierarchy
  • Configure Time data
  • Create an Animated Time Chart
  • Module 6: The Excel Data Model
  • This module explores the Excel data model and looks at ways of extending it.
  • Using an Excel Data Model
  • External Data
  • Lab: Explore an Excel Data Model
  • Add Multiple Tables
  • Create Relationships
  • Add External Data