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Data Visualization in Excel

Approx. 18 hours to complete

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Course Summary

This course teaches how to use Excel for data visualization. With hands-on exercises, you will learn how to create visually appealing charts and graphs to effectively communicate your data.

Key Learning Points

Learn how to create effective data visualizations using Excel
Explore various types of charts and graphs
Discover best practices for data visualization

Learning Outcomes

Create effective data visualizations using Excel
Select appropriate types of charts and graphs for different types of data
Apply best practices for data visualization

Prerequisites or good to have knowledge before taking this course

Basic knowledge of Excel
Familiarity with data analysis

Course Difficulty Level

Intermediate

Course Format

Self-paced
Online
Video lectures
Hands-on exercises

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Description

In an age now driven by "big data", we need to cut through the noise and present key information in a way that can be quickly consumed and acted upon making data visualization an increasingly important skill. Visualizations need to not only present data in an easy to understand and attractive way, but they must also provide context for the data, tell a story, achieving that fine balance between form and function. Excel has many rivals in this space, but it is still an excellent choice, particularly if it's where your data resides. It offers a wealth of tools for creating visualizations other than charts and the chart options available are constantly increasing and improving, so the newer versions now include waterfall charts, sunburst diagrams and even map charts. But what sets Excel apart is its flexibility, it gives us total creative control over our designs so if needed we could produce our own animated custom chart to tell the right story for our data.

Over five weeks we will explore Excel's rich selection of visualization tools using practical case studies as seen through the eyes of Rohan, an environmental analyst. Rohan is required to produce visualizations that will show trends, forecasts, breakdowns and comparisons for a large variety of environmental data sets. As well as utilising the usual chart types he wants to use conditional formats, sparklines, specialised charts and even create his own animated charts and infographics. In some cases, he will also need to prepare the data using pivot tables to drill down and answer very specific questions. We are going to help him achieve all this and present our finished visualizations in attractive reports and dashboards that use tools like slicers and macros for automation and interactivity. These are the topics we will cover: Week 1: Dynamic visualizations with conditional formatting, custom number formatting, sparklines and macros Week 2: Charting techniques for telling the right story Week 3: Creating specialised and custom charts Week 4: Summarising and filtering data with pivot tables and pivot charts Week 5: Creating interactive dashboards in Excel This is the second course in our Specialization on Data Analytics and Visualization. The first course: Excel Fundamentals for Data Analysis, covers data preparation and cleaning but also teaches some of the prerequisites for this course like tables and named ranges as well as text, lookup and logical functions. To get the most out of this course we would recommend you do the first course or have experience with these topics. In this course we focus on Data Visualization in Excel, join us for this exciting journey.

Outline

Welcome and critical information
Course Introduction
Welcome to Data Visualization in Excel
Course goals and weekly learning objectives
Important information about versions and regions

Data Visualizations using Conditional Formatting, Sparklines and Number Formats
Week 1 Introduction
Trend-based conditional formats
Value-based conditional formats
Macros for interactive visualizations
Visualizations with Sparklines and Shapes
Custom number formats
Read me before you start: Quizzes and Navigation
Download the Week 1 workbooks
Week 1 Practice Challenge
Week 1 Toolbox
Trend-based conditional formats
Value-based conditional formats
Macros for interactive visualizations
Visualizations with Sparklines and Shapes
Custom number formats

Mastering charting techniques
Week 2 Introduction
Charting techniques
Pies and doughnuts
Line charts and trendlines
Area charts
Scatter and bubble charts
Download the Week 2 workbooks
Week 2 Practice Challenge
Week 2 Toolbox
Charting techniques
Pies and doughnuts
Line charts and trendlines
Area charts
Scatter and bubble charts
Test your skills: Weeks 1 and 2

Specialized charts
Week 3 Introduction
Hierarchy charts
Waterfall and funnel charts
Geospatial charts
Custom chart techniques - population charts
Creative chart techniques - gauge charts
Download the Week 3 workbooks
Week 3 Practice Challenge
Week 3 Toolbox
Hierarchy charts
Waterfall and funnel charts
Geospatial charts
Custom chart techniques - population charts
Creative chart techniques - gauge charts

Create an Interactive Dashboard Using Pivot Charts and Slicers
Week 4 Introduction
Summarise data with PivotTables
Customise PivotTables
Group and sort pivot data
Filter pivot data
Perform calculations in pivots
PivotCharts and other visualizations
Download the Week 4 workbooks
Week 4 Practice Challenge
Week 4 Toolbox
Summarise data with PivotTables
Customise PivotTables
Group and sort pivot data
Filter pivot data
Perform calculations in pivots
PivotCharts and other visualizations
Test your skills: Weeks 3 and 4

Complete the Dashboard with Creative Visualisations and Dynamic Charts
Week 5 Introduction
Dashboard planning and layout
Add charts to a dashboard
Create responsive infographics
Slicers for interactive dashboards
Dashboard drilldowns and protection
Download the Week 5 workbooks
Week 5 Practice Challenge
Week 5 Toolbox
Dashboard planning and layout
Add charts to a dashboard
Create responsive infographics
Slicers for interactive dashboards
Dashboard drilldowns and protection

Final assessment
Final assessment: All weeks

Summary of User Reviews

This Excel Data Visualization course has received positive reviews from users. It covers a wide range of topics and is easy to follow. Many users appreciated the hands-on approach that the course takes, allowing them to apply what they learned in real-life scenarios.

Key Aspect Users Liked About This Course

The hands-on approach that allows users to apply what they learned in real-life scenarios.

Pros from User Reviews

The course covers a wide range of topics related to Excel data visualization.
The content is easy to follow and understand.
The course takes a hands-on approach, which many users appreciated.
The instructor is knowledgeable and engaging.
The course provides practical examples and exercises to apply what is learned.

Cons from User Reviews

Some users found that the course was too basic and did not cover advanced topics.
A few users reported technical issues with the platform, such as slow loading times.
The course can be time-consuming, especially for those with limited availability.
A few users found that the course lacked depth in certain areas.
The course can be challenging for those who are new to Excel or data analysis.

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