Workplace and analyst upskill

Excel for Business Analysis

Learn Excel workflows for business analysis, from clean workbook setup through formulas, data shaping, KPI reporting, and dashboard handoff.

10 chaptersOperations, finance, marketing, and product professionals who use Excel to answer business questions.

Course overview

This course builds a practical Excel analysis workflow. You will structure workbooks, calculate reliably, join data, clean messy inputs, summarize with PivotTables, and present results in clear dashboards that stakeholders can maintain.

Syllabus

  1. 01

    Workbook Setup

    Set up Excel worksheets, tables, names, and input zones so recurring business analysis stays readable, auditable, and safe to update.

  2. 02

    Formulas and Functions

    Use core Excel formulas correctly, with relative and absolute references, logic, and error handling.

  3. 03

    Lookup Strategies

    Join related datasets with modern lookup methods and choose the right pattern for performance and clarity.

  4. 04

    Data Cleaning

    Standardize Excel text, numbers, dates, blanks, and duplicate records so source data becomes consistent and ready for trustworthy analysis.

  5. 05

    Conditional Formatting

    Highlight Excel outliers, overdue work, trends, and business thresholds with clear conditional rules that support fast, consistent review.

  6. 06

    PivotTables

    Summarize large datasets with PivotTables, grouping, filters, and calculated views for stakeholder questions.

  7. 07

    KPI Charts

    Create Excel chart types that match each KPI question and make trends, comparisons, target gaps, and unusual changes easy to interpret.

  8. 08

    What-If Analysis

    Model scenarios with Goal Seek, data tables, and scenario comparisons to support planning decisions.

  9. 09

    Power Query

    Use Power Query to import, transform, and refresh repeat data pipelines without manual cleanup steps.

  10. 10

    Dashboard Design and Handoff

    Assemble an executive-ready dashboard and hand it off with instructions, controls, and maintenance notes.

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