Data Analysis in Excel
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Analyze sales and customer data in Excel with PivotTables, logical functions, scenario tools and trendline forecasts, in a self-paced course.
Sales and customer records in a spreadsheet rarely answer a business question on their own. In Excel, you summarize that data with PivotTables, sort customers into segments with logical functions, and test how changing a variable would shift sales. You then project upcoming trends with moving averages and trendlines so the results can be shared with stakeholders and used to make decisions.
What You Will Achieve
- Explore an unfamiliar dataset quickly and surface its key patterns with PivotTables
- Write formulas that flag which customers fit a target profile and count or sum them by group
- Work out the input needed to reach a sales target and how sensitive results are to each variable
- Project where sales figures are heading and chart the trend for stakeholders
Program Overview
Exploratory Data Analysis in PivotTables
Sets out the steps of a data analysis and builds PivotTables to explore a dataset, with shortcuts that speed up the work.
- The steps of a data analysis
- Calculated fields and custom grouping
- Slicing PivotTable data
- Keyboard shortcuts
Logical Functions for Customer Segmentation
Uses intermediate logical and conditional counting functions to define an ideal customer profile and group customers into segments.
- IF compared with SWITCH
- Nested logical functions
- COUNTIF, SUMIF, COUNTIFS and SUMIFS
- Ideal customer profiles and segmentation
Scenario Analysis and Forecasting
Tests how changing variables affects sales with the built-in what-if tools, then projects future trends and charts them for stakeholders.
- Manual scenarios and Goal Seek
- Scenario Manager
- Sensitivity analysis with Data Tables
- Moving averages, trendlines and the Forecast Sheet
Certificate Awarded (Paid)
Complete the course to earn it.
Job Outlook
Spreadsheet analysis of this kind is used in business analytics, market research, sales planning and financial analysis, wherever teams segment customers, compare scenarios or project figures in Excel.
Good for: Analysts in sales, marketing or other business roles who keep their data in Excel and want to segment customers, test scenarios and project trends.
Keep in mind: Forecasting here rests on moving averages, trendlines and the Forecast Sheet, which suit quick business projections; formal statistical modeling sits outside its four chapters.
Bottom line: Each of its four chapters applies a set of Excel tools to a sales or customer question, so the techniques stay tied to business decisions.
Frequently Asked Questions
Which conditional functions are used to segment customers?
The segmentation chapter compares IF with SWITCH, nests logical functions, and then uses COUNTIF, SUMIF, COUNTIFS and SUMIFS to count and total records that meet several conditions, building toward an ideal customer profile that can guide targeted marketing.
Which what-if tools in Excel are taught?
You build scenarios by hand first, then use Goal Seek, the Scenario Manager and Data Tables. Together they show how changing one or more variables would affect sales, and the Data Tables lesson applies them to sensitivity analysis.
What forecasting methods does the final chapter use?
It begins with a short lesson titled The truth about forecasting, then works through moving averages, trendline forecasts and Excel's Forecast Sheet, with the aim of presenting expected trends clearly to stakeholders.
Are keyboard shortcuts part of the PivotTable lessons?
Yes. Alongside calculated fields, custom grouping and slicing, the PivotTables chapter shows keyboard shortcuts that make building and adjusting PivotTables faster during an exploratory analysis.
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