Course 10994-B: Data Analysis Fundamentals using Excel

Course Modality

Instructor-led training

Course Level


Course Time

2 Days

Course Language


Course Overview

The main purpose of the course is to give students the ability to add analysis capabilities to Excel spreadsheets and to provide students with a foundation to learn about more advanced data analytics with Excel or Power BI.


Before attending this course, students must have:

      • Basic knowledge of the Microsoft Windows operating system and its core functionality.
      • Advanced working knowledge of Excel spreadsheets including formulas.

Intended Audience

This course is intended for anyone who wants to take the data analysis technologies in Excel beyond formulas and add more advanced capabilities such as dashboards, hierarchies, and relationships.

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Skill Covered

After completing this course, students will be able to:

  • Create an Excel report
  • Create an Excel table
  • Create a pivot table and pivot chart
  • Create a dashboard and analyze data
  • Create Hierarchies
  • Create an Excel data model and connect to external data

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Course Curriculum

Reporting in Excel

This module explains how to create a report in Excel


  • Filtering and Formatting Data
  • Charts


Lab : Create an Excel report

  • Filtering Excel Data
  • Formatting Excel Data
  • Create excel Charts


After completing this module, students will be able to:

  • Filter and format data.
  • Create charts.

Excel Tables

This module explains how to create data tables in Excel


  • Excel Data Tables
  • Summarizing Data
  • Lab : Create an Excel Table
  • Create an Excel Table
  • Summarize Excel Data


After completing this module, students will be able to:

  • Explain what Excel Data tables are.
  • Sort, filter, and validate data.
  • Summarize data.
  • Format summarized data.

Pivot Tables and Pivot Charts

This module describes pivot tables and pivot charts and how to work with them.


  • Pivot Tables
  • Pivot Charts
  • Editing Pivot Tables and Pivot Charts


Lab : Importing Data from a CSV File

  • Creating a Pivot Table
  • Creating a Pivot Chart
  • Editing Pivot Tables and Pivot Charts


After completing this module, students will be able to:

  • Describe pivot tables and how to create them.
  • Describe the various elements of a pivot chart.
  • Edit pivot tables and pivot charts.


This module describes Excel dashboards, how to create them and the role in data analysis in Excel pivot tables.


  • Creating a Dashboard
  • Data Analysis in Excel Pivot Tables


Lab : Create a Dashboard

  • Arranging Tables and Charts
  • Slicing Data
  • Data Analysis


After completing this module, students will be able to:

  • Describe a dashboard.
  • Filter data using a slicer.
  • Add calculated columns to a dashboard.
  • Find anomalies.


This module describes hierarchies and time data.


  • Hierarchies
  • Time Data


Lab : Creating Hierarchies

  • Create a Hierarchy
  • Configure Time data
  • Create an Animated Time Chart


After completing this module, students will be able to:

  • Describe hierarchies.
  • Create levels within a hierarchy.
  • Explain why time data is different and how to work with it.

The Excel Data Model

This module explores the Excel data model and looks at ways of extending it.


  • Using an Excel Data Model
  • External Data


Lab : Explore an Excel Data Model

  • Add Multiple Tables
  • Create Relationships
  • Add External Data


After completing this module, students will be able to:

  • Explain an Excel Data Model and how to use it.
  • Import External Data and use it.
  • Link out to external data.


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