Microsoft Excel/Google Sheet Curriculum for Data Analyst

 Details Curriculum of Microsoft Excel/Google Sheet for Data Analyst

In today’s data-driven world, mastering spreadsheet applications like Microsoft Excel and Google Sheets is essential for any aspiring data analyst. Both tools offer powerful functionalities that allow analysts to organize, analyze, and visualize data efficiently. This curriculum covers essential Excel/Google Sheets skills, organized into fundamental, intermediate, and advanced levels to build a comprehensive understanding.

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1. Basic Excel/Google Sheets Skills for Data Analysts

1. Cell Referencing

   • Understand relative, absolute, and mixed references to streamline formulas.
   • Differentiate between relative references (e.g., A1) and absolute references (e.g., $A$1) to control cell behavior during formula replication.

2. Formatting

   • Learn basic formatting (font size, color, borders) for better readability.
   • Format numbers, dates, and conditional formatting for dynamic data visualization.

3. Basic Functions: SUM, MIN, MAX, COUNTA, AVERAGE

   • Perform fundamental calculations and statistical summaries.
   • Use SUM, MIN, MAX, COUNTA, and AVERAGE for quick data insights.

4. Conditional Formatting & IF Statements

   • Apply color-coding rules to highlight data patterns.
   • Use IF to create simple logical tests (e.g., "If sales > $1000, then "High", else "Low").

5. SUMIFS, COUNTIFS, and Unique Values

   • Perform conditional calculations across large datasets with SUMIFS and COUNTIFS.
   • Use UNIQUE to identify distinct values in Google Sheets or Excel (with newer versions).

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2. Intermediate Excel/Google Sheets Skills

1. Advanced Lookup Functions: VLOOKUP, XLOOKUP

   • Use VLOOKUP to find data from vertical tables.
   • Apply XLOOKUP in Excel or LOOKUP in Google Sheets for a more versatile approach, avoiding some of VLOOKUP’s limitations.

2. Advanced Functions: MAXIFS, DATE, and RANK

   • Use MAXIFS and other conditional statistical functions to refine data analysis.
   • Explore date functions for scheduling and time-based analyses.
   • Employ RANK to create ordered lists or rankings.

3. Text Functions: SUBSTITUTE, MID, TRIM

   • Extract, clean, and manipulate text data with functions like SUBSTITUTE, MID, and TRIM.
   • Remove unwanted characters or spaces to ensure data consistency.

4. Data Cleaning: Round Up and Relative Referencing

   • Apply ROUNDUP to manage precision and ensure consistent data.
   • Understand relative referencing for complex formulas when copying and pasting across ranges.

5. Data Sorting and Financial Modeling Basics

   • Learn sorting methods to structure datasets effectively.
   • Get an introduction to financial modeling, including organizing data, setting up assumptions, and building revenue and expense models.

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3. Advanced Excel/Google Sheets Skills for Data Analysts

1. Data Transformation & ETL Processes

   • Understand ETL (Extract, Transform, Load) basics for preparing data for analysis.
   • Learn how to clean, restructure, and transform datasets for improved analytical accuracy.

2. Advanced Logical Functions: Nested IF, TEXT, Dropdowns, Filters

   • Use nested IF statements for complex logic.
   • Leverage TEXT functions to format numbers, dates, and other elements.
   • Add dropdowns and filters to enhance interactivity and improve user experience.

3. Query, Value Conversion, and Concatenation with "&"

   • Use QUERY functions in Google Sheets to run SQL-like operations.
   • Convert data types using VALUE.
   • Concatenate text using & for generating custom identifiers or merged fields.

4. Data Validation and List Management

   • Set up data validation rules to control inputs.
   • Create and manage drop-down lists for controlled data entry, reducing input errors.

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4. Pivot Tables and Advanced Data Analysis

1. Pivot Tables & Calculated Fields

   • Master pivot tables for efficient data summarization and insights.
   • Add calculated fields to enhance pivot table functionality with custom metrics.

2. Import Range, QUERY, and Pivot Table Features in Google Sheets

   • Use IMPORTRANGE to bring data from multiple sheets into one Google Sheet.
   • Combine with QUERY for complex cross-sheet data analysis.

3. Grouping, Merging, and Month Mapping

   • Group data by categories or date ranges for monthly or quarterly reports.
   • Merge datasets effectively and map date-based data with month-mapping techniques.

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5. Advanced Visualizations and Integrations

1. Introduction to Power BI for Data Cleaning & Visualization

   • Integrate Excel or Google Sheets with Power BI to leverage advanced data cleaning and visualization.
   • Understand Power BI basics: connecting datasets, building reports, and crafting dashboards.

2. Python for Data Analysts

   • Introduce Python within the data analysis workflow.
   • Use pandas for data manipulation, plt.bar for bar charts, and groupby functions to enhance analysis capabilities.

3. Exploring Data Aggregation Functions: Columns, Lower, Replace

   • Manipulate and clean data using functions like LOWER to standardize text, REPLACE for targeted substitutions, and GROUPBY to summarize data.

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6. Final Project: Financial Modeling and Analysis

1. Financial Modeling and Analysis Project

   • Build a project that consolidates all skills, focusing on setting up a financial model.
   • Include data imports, pivot tables, and calculated fields to create projections, sensitivity analyses, and a dashboard for visualizing results.

2. End-to-End Workflow: From Raw Data to Insights

   • Complete a data analysis workflow that begins with importing raw data, performing ETL processes, analyzing with pivot tables and queries, and ending with visualizations and insights in Power BI.

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This curriculum provides a solid foundation in Microsoft Excel and Google Sheets, laying out each step with the skills and knowledge essential for data analysts. With these tools, aspiring analysts can effectively collect, clean, analyze, and visualize data—transforming insights into actionable decisions.

   

Details Curriculum of Microsoft Excel/Google Sheet for Data Analyst

In today’s data-driven world, mastering spreadsheet applications like Microsoft Excel and Google Sheets is essential for any aspiring data analyst. Both tools offer powerful functionalities that allow analysts to organize, analyze, and visualize data efficiently. This curriculum covers essential Excel/Google Sheets skills, organized into fundamental, intermediate, and advanced levels to build a comprehensive understanding.

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