EMFAD Courses

Data Science and Machine Learning

Excel for Data Analysis

Clean, analyse and report on business data in Excel using Tables, XLOOKUP, SUMIFS, PivotTables, Power Query and a refreshable dashboard.

  • Intermediate
  • About 6 hours
  • 4 modules
  • 15 lessons
  • Certificate of completion

About this course

Turn Excel from a grid of cells into an analysis machine. PivotTables, XLOOKUP, Power Query and dashboards, the practical skills every analyst role expects.

What you will learn

  • Structure raw data into clean, named Excel Tables that are ready for analysis
  • Write logical, lookup, text, date and conditional summary formulas such as IFS, XLOOKUP and SUMIFS
  • Summarise thousands of rows with PivotTables, PivotCharts, slicers and timelines
  • Automate repetitive data cleaning and file combining with Power Query
  • Test pricing and planning assumptions with Goal Seek, Data Tables and Scenario Manager
  • Design clear charts and build a refreshable one-page dashboard with built-in checks

Curriculum

Module 1Excel Analyst Foundations4 lessons
  1. 1Structuring Data for Analysis Free preview
  2. 2Tables and Named Ranges
  3. 3Sorting, Filtering and Conditional Formatting
  4. 4Essential Shortcuts
  5. QModule quiz (4 questions)
Module 2Formulas That Matter4 lessons
  1. 5Logical Functions: IF and Friends
  2. 6Lookups: XLOOKUP and INDEX/MATCH
  3. 7Text and Date Functions
  4. 8SUMIFS and COUNTIFS
  5. QModule quiz (4 questions)
Module 3Analysis Power Tools4 lessons
  1. 9PivotTables Deep Dive
  2. 10PivotCharts and Slicers
  3. 11What-If Analysis
  4. 12Power Query in Excel
  5. QModule quiz (4 questions)
Module 4Reporting3 lessons
  1. 13Charts That Communicate
  2. 14Building a Mini Dashboard
  3. 15Course Project: Sales Analysis Workbook
  4. QModule quiz (4 questions)
PFinal project: Sales Analysis Workbook for a Multi-Depot Distributor

Who this course is for

  • Office, finance, sales and operations staff who already use Excel and want to analyse data properly
  • Career changers preparing for data or business analyst roles
  • Business owners who want reliable reports from their sales, stock and expense records

Requirements

  • A computer with Microsoft Excel for Windows (Microsoft 365 or Excel 2021 recommended; some functions such as XLOOKUP are not in older versions)
  • Basic Excel familiarity: entering data, simple formulas such as SUM, and saving files
  • No prior experience with PivotTables, Power Query or dashboards is needed

What is included

Written lessons

15 lessons, each with a practical exercise and key points to remember.

Module quizzes

A short quiz at the end of each module. Pass mark 70%, and you can retake it.

Final project

Sales Analysis Workbook for a Multi-Depot Distributor. A practical brief with steps and a way to check your own work.

Certificate

A certificate of completion from EMFAD Courses with a unique code anyone can verify.

How the certificate works

Complete every lesson and pass every module quiz with 70% or more. Your certificate then appears in your learner area, ready to print or save as PDF. It shows your name, the course title, the completion date and a unique code. It is a certificate of completion from EMFAD Courses, not an accredited qualification.

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