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There are 7 modules in this course
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.
What's included
1 video3 readings1 discussion prompt
Show info about module content
1 video•Total 3 minutes
Course Introduction•3 minutes
3 readings•Total 35 minutes
Welcome to Data Visualization in Excel •15 minutes
Course goals and weekly learning objectives•10 minutes
Important information about versions and regions•10 minutes
1 discussion prompt•Total 15 minutes
Set your goals and be successful•15 minutes
Data Visualizations using Conditional Formatting, Sparklines and Number Formats
Module 2•3 hours to complete
Module details
This week we will explore a host of data visualisation tools that do not include charts. We will learn about conditional formatting, including custom conditional formatting using formulas, drop down lists, and macros. We will then move on to learning about sparklines, shapes, and custom number formats.
Visualizations with Sparklines and Shapes•10 minutes
Custom number formats•10 minutes
4 readings•Total 55 minutes
Read me before you start: Quizzes and Navigation•10 minutes
Download the Week 1 workbooks•5 minutes
Week 1 Practice Challenge•30 minutes
Week 1 Toolbox•10 minutes
5 assignments•Total 50 minutes
Trend-based conditional formats•10 minutes
Value-based conditional formats•10 minutes
Macros for interactive visualizations•10 minutes
Visualizations with Sparklines and Shapes•10 minutes
Custom number formats•10 minutes
1 discussion prompt•Total 30 minutes
Week 1 Creative Corner•30 minutes
Mastering charting techniques
Module 3•3 hours to complete
Module details
This week we will explore a range of options to visualise your data using charts. We will look at standard charts such as line charts, pie charts, and scatter charts – to help you visualise your data. We will also look at charts to add to your standard toolkit such as area charts, donut charts, and bubble charts – which will add that wow factor to your work.
What's included
6 videos3 readings6 assignments
Show info about module content
6 videos•Total 51 minutes
Week 2 Introduction•4 minutes
Charting techniques•10 minutes
Pies and doughnuts•10 minutes
Line charts and trendlines•9 minutes
Area charts•8 minutes
Scatter and bubble charts•11 minutes
3 readings•Total 45 minutes
Download the Week 2 workbooks•5 minutes
Week 2 Practice Challenge•30 minutes
Week 2 Toolbox•10 minutes
6 assignments•Total 95 minutes
Charting techniques•10 minutes
Pies and doughnuts•10 minutes
Line charts and trendlines•10 minutes
Area charts•10 minutes
Scatter and bubble charts•10 minutes
Test your skills: Weeks 1 and 2•45 minutes
Specialized charts
Module 4•3 hours to complete
Module details
This week we will explore a range of innovative and creative charts – many of which are new to Excel. These charts include: hierarchy charts, waterfall charts, funnel charts, and geospatial charts. We will also look at customising and creating our charts when we look at population charts and gauge charts – giving you ideas to be innovative and creative.
Create an Interactive Dashboard Using Pivot Charts and Slicers
Module 5•4 hours to complete
Module details
This week we take a turn into data analytics by exploring Pivot Tables. We will look at how to summarise data with Pivot Tables, as well as how to customise, group, sort, and filter pivot data. We will then look at performing calculations in Pivot Tables. Finally we explore Pivot Charts which help us visualise the data in our Pivot Tables.
What's included
7 videos3 readings7 assignments
Show info about module content
7 videos•Total 68 minutes
Week 4 Introduction•5 minutes
Summarise data with PivotTables•10 minutes
Customise PivotTables•11 minutes
Group and sort pivot data•11 minutes
Filter pivot data•9 minutes
Perform calculations in pivots•12 minutes
PivotCharts and other visualizations•11 minutes
3 readings•Total 45 minutes
Download the Week 4 workbooks•5 minutes
Week 4 Practice Challenge•30 minutes
Week 4 Toolbox•10 minutes
7 assignments•Total 105 minutes
Summarise data with PivotTables•10 minutes
Customise PivotTables•10 minutes
Group and sort pivot data•10 minutes
Filter pivot data•10 minutes
Perform calculations in pivots•10 minutes
PivotCharts and other visualizations•10 minutes
Test your skills: Weeks 3 and 4•45 minutes
Complete the Dashboard with Creative Visualisations and Dynamic Charts
Module 6•3 hours to complete
Module details
This week we will explore putting all our tools and knowledge together in aesthetic, interactive, and informative dashboards. Putting dashboards together will also help you revise all the tools and concepts that you have gathered along the way. By the end of the week you will be able to incorporate themes, macros, hyperlinks, as well as utilise slicers to make your dashboards interactive.
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D
DC
5·
Reviewed on Oct 10, 2022
This course is fantastic; it is well organized with many quizzes and hands-on activities. The lecturers are superb. One of the best courses I have ever taken on Coursera
C
CO
5·
Reviewed on Jul 4, 2024
even if I'm a seasoned Excel power user, I learned a few tricks that I didn't know - it filled the few holes I had in my Excel knowledge
X
XB
5·
Reviewed on Sep 8, 2024
Exceptional as usual, the proctors are fantastic and the content perfect. I knew quite a lot before the course and still learned an incredible amount of new skills. Thank you
This course teaches some of the latest features and visualisations available in recent versions of Excel. We encourage learners to use Excel in the Office 365 suite to get access to these great new features. Most features are available in Excel 2016 and 2013, and we have provided alternative ways of creating the visualisations for these versions. Excel 2010 and prior versions are no longer supported by Microsoft and do not have the necessary features for this course.
When will I have access to the lectures and assignments?
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.