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Microsoft Excel for Analytics

Whether you are new to analytics or have been in the field for many years, it is likely that you use Microsoft Excel daily since it is the most widely used tool for handling data. Even as you expand your skill set to include such tools as SQL, Power BI, Tableau, Python and others, Excel will be your go-to for simple to complex analysis. Thoroughly understanding Excel’s data features prepares you to effectively use low-code and no-code data tools which build on Excel’s framework.

Examples of topics included in the course are power shortcuts and hotkeys; advanced date, text and time manipulation; complex conditional formulas and variable uses of pivot tables. Excel best practices and limitations are also discussed.

This course can be applied to the Data Analysis Certificate.

Instructor

Jacob Fink, MS, CFA

Jacob Fink, MS, CFA

Jacob Fink is an equity risk analyst at Wells Fargo Asset Management. In this role, Jacob evaluates the risks that are embedded a variety of quantitative strategies. He uses Python on a daily basis to automatically scan portfolios for changes, ... read more

Who Should Attend

This course is targeted at individuals using Excel for data analytics with or without advanced tools such SQL, Power BI, Tableau and Python. It assumes basic to intermediate experience with Excel. Individuals without this experience should take Excel I and/or Excel II under Office Productivity Tools.

Benefits and Learning Outcomes

  • Navigate Excel efficiently
  • Manipulate and clean data
  • Analyze data using formulas, functions and pivot tables
  • Automate data handling using macros and VBA routines
  • Create data visualizations for clear communication
  • Identify good and bad uses of Excel

Course Outline/Topics

  • Power shortcuts and hotkeys
  • Efficient data movement within workbooks
  • Advanced date, text and time manipulation
  • Complex conditional formulas
  • Data cleaning – capturing and fixing errors
  • Macros
  • Pivot tables
  • Custom Functions
  • Visual Basic for Applications (VBA) for Excel
  • Data visualization with graphs and charts
  • Excel best practices
  • Limitations of Excel for data analysis and business

Prerequisites

This course assumes basic to intermediate experience with Excel. Individuals without this experience should take Excel I and/or Excel II under Office Productivity Tools.

Testimonials

"Very knowledgeable and helpful with real-life Excel questions and issues I was having. Made formulas much simpler and easier to read and understand."  —  Participant, May 2022

"Very informative. Great pace. Knowledgeable instructor."  —  Participant, May 2022

"Excellent, well-prepared and knowledgeable."  —  Participant, May 2022

"I’m so glad I took this class. Jacob is showing me things I didn’t know Excel could do. He’s an excellent teacher, knows so much and I love his enthusiasm. Makes me happy that another person gets as excited about data nerd stuff as I do. I’m going to be using a lot of the things he showed me when I get back to work."  —  Dawn Boley, Business Insights and Innovation Manager, Standard Process, Inc., December 2021

"This course was excellent! I think Jacob covered enough basics to get newbies up to speed and a ton of content that experienced users like me found super useful! I think Jacob is amazing. I love his enthusiasm!"  —  Participant, December 2021

"I felt that the course was a great introduction into how some of the tools in Excel work that I had never heard of. Jacob is an excellent, patient instructor with clearly a lot of experience in Excel. He provides clear instructions and helpful examples that got me thinking about ways to apply these skills in the workplace."  —  Participant, December 2021

"The instructor is very knowledgeable and he genuinely cares that you understand the concepts."  —  Participant, December 2021

"I very much enjoyed that he shared … the things he wished he had someone help/show him how to do early in his career regarding Excel. I think the way the course was prepared supported this statement, and I support that as well. Especially being that people are at different stages of their career in data. So this would in fact be exactly what I would want someone to teach. I could tell the instructor was passionate, knowledgeable and supportive in teaching Excel skills, also putting an emphasis on the data analysis aspects of the tool. So this was great. Overall I’m thankful for having taken the course."  —  Participant, December 2021

"Great class; I learned so much! Hoping to be able to take all of the classes to get my certification as well."  —  Participant, December 2021

Date: Thu-Fri, Dec 8-9

Delivery Method: Live Online

Time: 8:30am-4:30pm CT

Platform: Zoom

Instructor: Jacob Fink MS, CFA

Fee:

$845 by Nov 17
$895 after Nov 17

CEUs: 1.4

Enrollment Limit: 15

Program Number: 5020-14689

Note: Participants will receive instructions for logging into Canvas to access course materials and Zoom links several days prior to the start date.

 

Registration Deadline: Dec 8

Register Now

Date: Thu-Fri, May 4-5, 2023

Delivery Method: In-person

Time: 8:30am-4:30pm CT

Location: UWM School of Continuing Education

Instructor: Jacob Fink MS, CFA

Fee:

$845 by Apr 20, 2023
$895 after Apr 20, 2023

CEUs: 1.4

Enrollment Limit: 15

Program Number: 5020-14701

Registration Deadline: May 4, 2023

Register Now

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