You will learn how to extract valuable insights and uncover secrets hidden within your data using the power of PivotTables. Additionally, you’ll learn how to use keyboard shortcuts to speed up your workflow. 

Introduction to data analysis

Which steps should I take?

Exploratory data analysis in PivotTables

Getting started with PivotTables

Calculated fields in PivotTables

Custom grouping in PivotTables

Slicing data in PivotTables

Exploring data with PivotTables

You’ll identify your ideal customer profile using logical functions and create targeted marketing strategies. You’ll explore the concept of customer segmentation and gain the skills to maximize customer success, increase revenue and boost business growth. You’ll utilize functions such as Nested IFs, SWITCH, and COUNTIFS.  

Diving deeper with logical functions

IF versus SWITCH

Intermediate logical functions in Excel

Swapping values with SWITCH

Nesting logical functions

Using COUNTIF and SUMIF

COUNTIFS and SUMIFS

Intermediate Logical Functions

You’ll master the art of scenario analysis using Excel’s built-in What-If Analysis tool. You’ll understand how different variables can impact your sales, perform sensitivity analysis and use it to make informed predictions to stay ahead in dynamic business environments.

What if...

What if this or that?

What-if analysis in Excel

Manual scenario creation

Using Goal Seek

What-if analysis with Scenario Manager

Sensitivity analysis with Data Tables

What-if analysis

You will unlock the power of forecasting to anticipate future trends and visualize this data for your stakeholders. You’ll leverage moving averages and trendlines to communicate your findings. 

Forecasting

The truth about forecasting

Forecasting techniques in Excel

Moving averages

Trendline forecasts

Forecast Sheet

Congratulations!

Exercises and Datasets

Excel Formula Translations

Course Glossary

Elevate your data analysis skills with our comprehensive course Data Analysis in Excel. Dive into the business world as you explore B2B sales data, uncover hidden patterns, and gain actionable insights that drive success. From mastering pivot tables to making informed predictions, this course empowers you to transform raw data into valuable business knowledge.
Upon completion, you will excel in data analysis techniques and be able to make actionable insights from your business data. Unleash the power of data and propel your career forward with Data Analysis in Excel. Enroll today and unlock the potential of your data!

The videos contain live transcripts you can reveal by clicking "Show transcript" at the bottom left of the videos.
The course glossary can be found on the right in the resources section.
To obtain CPE credits you need to complete the course and reach a score of 70% on the qualified assessment. You can navigate to the assessment by clicking on the CPE credits callout on the right.

<h2> Exploring PivotTables </h2>
You will learn how to extract valuable insights and uncover secrets hidden within your data using the power of PivotTables. Additionally, you’ll learn how to use keyboard shortcuts to speed up your workflow. 

<h2> Intermediate Logical Functions </h2>
You’ll identify your ideal customer profile using logical functions and create targeted marketing strategies. You’ll explore the concept of customer segmentation and gain the skills to maximize customer success, increase revenue and boost business growth. 

<h2> What-if Analysis</h2>
You’ll master the art of scenario analysis using Excel’s built-in What-If Analysis tool. You’ll understand how different variables can impact your sales, perform sensitivity analysis and use it to make informed predictions to stay ahead in dynamic business environments.
 
<h2> Forecasting </h2>
You will unlock the power of forecasting to anticipate future trends and visualize this data for your stakeholders. You’ll leverage moving averages and trendlines to communicate your findings. 

Introduction to Excel

Learn how to analyze data with PivotTables and intermediate logical functions before moving on to tools such as what-if analysis and forecasting.

Data Analysis in Excel

Excel Fundamentals

The truth about forecasting

Data Analysis in Excel

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