About this course: In this course, you will get hands-on instruction of advanced Excel 2013 functions. You’ll learn to use PowerPivot to build databases and data models. We’ll show you how to perform different types of scenario and simulation analysis and you’ll have an opportunity to practice these skills by leveraging some of Excel's built in tools including, solver, data tables, scenario manager and goal seek. In the second half of the course, will cover how to visualize data, tell a story and explore data by reviewing core principles of data visualization and dashboarding. You’ll use Excel to build complex graphs and Power View reports and then start to combine them into dynamic dashboards. Note: Learners will need PowerPivot to complete some of the exercises. Please use MS Excel 2013 version. If you have other MS Excel versions or a MAC you might not be able to complete all assignments. This course was created by PricewaterhouseCoopers LLP with an address at 300 Madison Avenue, New York, New York, 10017.
Created by: PwC
Taught by: Alex Mannella, Alumni / Former Principal
| Basic Info | Course 3 of 5 in the Data Analysis and Presentation Skills: the PwC Approach Specialization |
| Level | Beginner |
| Commitment | 4 weeks of study, 3-4 hours per week |
| Language | English |
| Hardware Req | Excel 2013. You'll need to install the Power Pivot add-in in Microsoft Excel. |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
Syllabus
WEEK 1
Preparing a Professional Excel
During this first week, you are going to learn about the development of data models and databases. We will cover the components of data sets and the relational database models, database keys, relationships, and joins. We will also look at a tool called PowerPivot that is used to import and prepare data to build relational models, as well as visualize data. By the end of the week, you will have a working knowledge of how to develop a data model.
Be sure to complete lessons in the order in which they are sequenced in the course.
16 videos, 4 readings
- Reading: Course Overview and Syllabus
- Reading: Meet the PwC Instructors and Content Developers
- Discussion Prompt: Meet Your Classmates
- Video: Introduction to the Scenarios Used in this Course
- Video: Tao of Excel Recap and Guiding Principles
- Reading: Guiding Principles Handout
- Video: The Power of Visualization
- Video: Introduction to Working with Data Sets
- Video: Introduction to the Components of Data Sets and the Relational Database Model
- Video: Introduction to Keys and Forming Data Tables
- Video: Introduction to Joins
- Video: Overview of SQL and Other Database Tools
- Video: A Message from our Chief People Officer at PwC
- Reading: Week 1 Excel Student Exercise Workbook
- Video: PowerPivot: Importing and Preparing Data
- Video: Linking Data Tables and Building the Relational Model
- Video: Using PowerPivot to Visualize Data
- Video: Calculated Fields
- Video: Multiple Data Tables and Filters
- Video: Week 1 closing
Graded: Week 1 Quiz
WEEK 2
Advanced Scenario Analysis
This week, we are going to explore three different analytical methods used to help model different scenarios and deal with variable uncertainty. These methods are scenario analysis, sensitivity analysis and simulation. We’ll look at what each method is and then go deeper into why and how you use each. Following some guided demonstration, you’ll be given a chance to practice in an Excel workbook and demonstrate what you’ve learned.
9 videos, 1 reading
- Video: Advanced Scenario Analysis
- Reading: Week 2 Excel Student Exercise Workbook
- Video: Goal Seek
- Video: Scenario Manager
- Video: One-way Data Tables
- Video: Two-way Data Tables
- Video: Simulations
- Video: Solver
- Video: Week 2 Closing
Graded: Week 2 Quiz
WEEK 3
Data Visualization
This week we are going to focus on data visualization. We will start off by discussing data visualization basics, outlining the theory and concepts behind data visualization. We will also discuss how to enable effective story telling through the correct selection, creation, and presentation of tables and charts. You’ll get a chance to learn how to create detailed graphs and charts to effectively tell a story about your data.
12 videos, 1 reading
- Video: Introduction to Data Visualization
- Video: Effective and Ineffective Charting
- Video: Selecting the Right Type of Chart
- Reading: Week 3 Excel Student Exercise Workbook
- Video: Introduction to Chart Navigation
- Video: Column Chart
- Video: Combo Chart
- Video: Stacked Column Chart
- Video: Heatmap
- Video: Gantt Project Plan
- Video: Power View
- Video: Week 3 closing
Graded: Week 3 Quiz
WEEK 4
Dashboarding
In the final week of this course, you are going to learn how to create a dynamic dashboard. We are going to discuss how to establish a good understanding of your audience and how to collect key requirements in order to determine what type of dashboard to build. We will talk about some guiding design principles and things to consider when building a dashboard. You’ll have a chance to practice everything you learn this week by creating your own functional dashboard in Excel.
8 videos, 2 readings
- Video: Introduction to Dashboarding
- Video: Dashboarding: Beyond the basics
- Reading: Week 4 Excel Student Exercise Workbooks
- Video: Form Controls and Grouping
- Video: Slicers and PowerPivot
- Video: Conditional Formatting and KPIs
- Video: Dashboard Finalization and Securing the Workbook
- Video: Week 4 Closing and Course Recap
- Reading: Learn More About Career Opportunities at PwC
Graded: Week 4 Quiz
FAQs
How It Works
Coursework
Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.
Help from Your Peers
Connect with thousands of other learners and debate ideas, discuss course material, and get help mastering concepts.
Certificates
Earn official recognition for your work, and share your success with friends, colleagues, and employers.
Creators
PwC
With offices in 157 countries and more than 208,000 people, PwC is among the leading professional services networks in the world. Our purpose is to build trust in society and solve important problems. We help organisations and individuals create the value they’re looking for, by delivering quality in assurance, tax and advisory services.
Pricing
| Purchase Course | |
|---|---|
| Access to course materials | Available |
| Access to graded materials | Available |
| Receive a final grade | Available |
| Earn a shareable Course Certificate | Available |
Ratings and Reviews
It is a very interesting course with good material, well presented lectures and examples. Even thought, I think the staff of this course should give more attention to the students, especially when they ask questions in the forum section and they are NEVER answered by anyone from the staff. This is my mayor claim about this course and the only one
It goes over the important tools for data presentation. Enjoyed learning the course.
Excellent Lecture.
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I learned so many valuable best-practices and formulas in the course. I especially liked the dashboarding portion.