Microsoft Excel for Office 365/2019/2021: Dashboards

Course Description Overview

Course Number:
091151
Course Length:
1 day
Course Description Overview:
Today's world runs on data more than ever before and that's a trend not likely to change, or even slow down, any time soon. With the tremendous amount of available data, the ability to make sense of it continues to be an ongoing challenge. You already know how to use Excel to perform simple calculations and modify worksheets to make them easier to read, interpret, and present to others. But Excel is capable of doing so much more.

To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data, and present it in a visually compelling format that enables decision makers to view key trends and gain insights. And that's exactly what this course aims to help you do.


This course builds upon the foundational knowledge presented in the Microsoft® Excel® for Office 365™ (Desktop or Online): Part 1 course and introduces the basics of data analysis and how to use Excel to create informative dashboards.

Course Objectives:

In this course, you will analyze and visualize data using Excel and associated tools. You will:

  • Perform data analysis fundamentals.
  • Visualize data with Excel.
  • Analyze data with formulas and functions.
  • Analyze data with PivotTables.
  • Present visual insights with dashboards in Excel.
Target Student:
This course is designed for students who already have foundational knowledge and skills in Excel and who wish to begin taking advantage of the data analysis functionality with Excel using functions, charts, and PivotTables, and using visualizations in charts and dashboards in Excel.
Prerequisites:

To ensure success, you should have baseline skill using Excel worksheets, particularly in creating workbooks with formulas and functions. You can obtain this level of knowledge and skill by taking the following or any equivalent United States Career Campus course:

  • Microsoft® Excel® for Office 365™ (Desktop or Online): Part 1

Additional workplace experience with Excel is highly recommended.

Course-specific Technical Requirements Software:
  • Microsoft® Windows® 10 Professional or Enterprise
  • Any current version of Office.

    NOTE: This course was developed and keychecked using the Microsoft 365® version of Office. There may be some keying discrepancies with the activity steps if you use a different version.


    NOTE: To keep a Microsoft 365 application activated, a user must remain signed into a Microsoft account from within the application. If you log out of an Office application, all Office applications will be deactivated, and the application's feature set will be severely limited—preventing users from creating and saving files, for example. Therefore, if you are setting up classroom computers for students to use, you must have a valid Microsoft account for each computer.

  • If necessary, software for viewing the course slides. (Instructor machine only.)
Course-specific Technical Requirements Hardware:

For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:

  • 1 gigahertz (GHz) 64-bit (x64) processor.
  • 4 gigabytes (GB) of Random Access Memory (RAM).
  • 32 GB available storage space.
  • Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
  • Keyboard and mouse or a compatible pointing device.
  • Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
  • IP addresses that do not conflict with other portions of your network.
  • Internet access (contact your local network administrator).
  • (Instructor computer only) A display system to project the instructor's computer screen.
Certification reference (where applicable)
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Course Content:

Lesson 1: Data Analysis Fundamentals

Topic A: Introduction to Data Science

Topic B: Create and Modify Tables

Topic C: Sort and Filter Data


Lesson 2: Visualizing Data with Excel

Topic A: Visualize Data with Charts

Topic B: Modify and Format Charts

Topic C: Apply Best Practices in Chart Design


Lesson 3: Analyzing Data with Formulas and Functions

Topic A: Analyze Data with Formulas and Named Ranges

Topic B: Analyze Data with Functions

Topic C: Implement Data Validation, Forms, and Controls

Topic D: Create Conditional Visualizations with Lookup Functions


Lesson 4: Analyzing Data with PivotTables

Topic A: Create a PivotTable

Topic B: Analyze PivotTable Data


Lesson 5: Presenting Visual Insights with Dashboards in Excel

Topic A: Visualize Data with PivotCharts

Topic B: Filter Data Using Slicers and Timelines

Topic C: Create a Dashboard in Excel


Appendix A: Using Lookup Functions

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