Department of Citywide Administrative Services

Course Data Analysis and Visualization with Microsoft Excel - (TSDC-3092-F25)

Portfolio Technology

Cost $ 300.00 Per Participant

Prerequisite(s) None

Credits CEU:1.2, CPE:16

Modality Instructor Led Classroom Training

Instructor(s) Jeanette Davidson

Class Description

Organizations that rely on instinct often miss key opportunities. The ones that trust their data? They win more customers, keep them longer, and earn more in the process. In fact, data-driven organizations are 23 times more likely to acquire customers, six times more likely to retain them, and 19 times more likely to be profitable.

This course shows you how to use Microsoft Excel to make sense of data and communicate it clearly. You’ll learn how to organize, clean, and analyze datasets, build dashboards that update with a click, and present insights using tools like PivotTables, Power Pivot, and geospatial charts. For professionals responsible for reporting, forecasting, or decision support, this training delivers practical, real-world skills you can apply right away.

Who Should Attend
This course is designed for students who already have foundational knowledge and skills in Excel and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel. To ensure success, you should have baseline skill using Microsoft Excel worksheets, particularly in creating workbooks with formulas and function.

Course Objectives
This course gives you the tools to move beyond rows and columns and start driving decisions with data. You’ll build confidence using Excel to solve real business problems—turning raw data into insight, and insight into action.
-Clean and prepare data using tables, formulas, and functions
-Analyze trends and patterns with PivotTables and PivotCharts
-Build interactive dashboards with slicers and timelines
-Use geospatial and statistical tools to deepen your analysis
-Model data using Power Pivot and connect multiple sources

Agenda
1 – DATA ANALYSIS FUNDAMENTALS
Introduction to data science
Create and modify tables
Sort and filter datasets
2 – VISUALIZING DATA WITH EXCEL
Create charts to represent trends and comparisons
Format and style visualizations for clarity
Apply best practices in chart design
3 – ANALYZING DATA WITH FORMULAS AND FUNCTIONS
Use formulas and named ranges for efficient analysis
Apply logical and lookup functions
Build forms, use data validation, and automate inputs
4 – ANALYZING DATA WITH PIVOTTABLES
Build PivotTables from raw data
Analyze, filter, and summarize results
5 – BUILDING DASHBOARDS IN EXCEL
Use PivotCharts to visualize dynamic data
Add slicers and timelines for interactivity
Combine visual elements into a dashboard
6 – GEOSPATIAL VISUALIZATIONS
Create map charts to show data by location
Customize and interpret map-based visuals
7 – PERFORMING STATISTICAL ANALYSIS
Use sparklines and trendlines to show patterns
Apply the Data Analysis ToolPak for statistical insights
8 – GETTING AND TRANSFORMING DATA
Connect to outside data sources with queries
Clean, combine, and shape raw data for analysis
9 – MODELING DATA WITH POWER PIVOT
Enable Power Pivot and load data models
Use DAX formulas for advanced calculations
Create relationships between datasets
10 – PRESENTING INSIGHTS WITH REPORTS (OPTIONAL)
Plan and build formatted Excel reports for stakeholders

There is no cost to employees; the agency covers the cost of participation for their employees.

If you require a reasonable accommodation to attend a training, please contact the DCAS Citywide Learning and Development Center at CitywideTrainingCent@dcas.nyc.gov at least 7 days before your training start date.