GETTING

STARTED
WITH EXCEL
Foundations of Data Analytics
 PALLAV ABHISHEK
WORK EXPERIENCE: ACADEMICS:
9.5+ Years SIT Tumkur- Bachelor of Engineering
Great Lakes Institute of Management- MBA PGPM

Strategic Revenue Management

• NAR & Canada market

• Pricing and Promotion Analytics
PALLAV ABHISHEK • Elasticity and Baseline Modelling
Senior Manager, • Timeseries forecasting
Revenue Management/ Sales Strategy, • Tableau Dashboarding
Hyderabad, India • Reporting Capability development
2017

FAMILY :
Married to Anjali

2020
CURRENT LOCATION: 2012 Revenue Management/Sales Strategy
Hyderabad, India
Financial Analytics • Machine Learning- Model Deployment
PERSONAL PASSION : • Pricing Guidance- AOP 2021
• Data Analysis & Management • Pricing and Promo Analytics using Advanced ML
Loves Photography • Financial Result Analysis • Business Lead for Revenue Management Performance
& Travelling • Competition analysis reporting project.
• Fraud detection using Logistic • Worked on building architecture and design of future of
Regression NRM reporting.
• Elasticity and Baseline Modelling.
CONFIDENTIAL – NOT FOR DISTRIBUTION
• Competitive Intelligence tools
• Building Reporting Capability
 AGENDA

1. EXCEL 101
4. PRESENTING DATA IN
EXCEL

2. DATA ANALYSIS IN
EXCEL 5. RECAP

3. GETTING STARTED

4
 A Data Analyst’s Journey

3. 5.
1. 2. 4.
Understa Data 7. 8.
Data Storytelling Data 6. Data
nding Processin Finding Presentin
Foundation through Gatherin Exploration
the g insights g insights
s Data g
business
MODULE MODULE MODULE MODULE MODULE MODULE
1 2 3 4 5 6
Introduction
Data
Analytics to Python Introducti
Analysis Getting
The World Tools and Data on to Data
and started
of Data How to Analysis and Visualisati
Business with Excel
Use Them Visualisatio on
Acumen
n

5
1. EXCEL 101
The different ways you can use Excel and its capabilities
Raise your hands if you have used Excel to
analyse data!

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 What is Excel?
○ Raise your hands if you have heard about spreadsheets
○ Microsoft Excel is the most common and popular spreadsheet
program
○ Data is organised in Excel in rows and columns where you can
perform variety of functions like Financial, Logical,
Mathematical and References function.

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 Different Ways to Use Excel
The following are some of the ways for which Excel is used:
○ Data Entry
○ Data Storage
○ Data Management
○ Accounting
○ Budgeting
○ Data Analysis
○ Visuals and Graphs
○ Programming (Visual Basic for Applications - VBA)
○ Financial Modelling
○ Creating Reports

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 Company Spotlight Example: LinkedIn

LinkedIn has over 9,000 employees within which the Finance and
Business Operations are some teams which use Excel oftens. This
is because Excel has features like advanced charting, pivot
tables and visual business functions which are used by these
teams often.

Microsoft Outlook’s Live Excel has also provided opportunities to

such teams to collaborate and work together on same sheets
online. This has made sharing and collaboration very easy for
large teams.

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 Why Excel?
As a Data Analyst, Excel is going to form the basis of your journey.
Some of the reasons why it is used are:
○ It is easy to learn and to get started
○ Easiest way to gather data and perform initial analysis
○ It can be used for both professional and personal data work
(family budget, for e.g)
○ Continuous support by Microsoft
○ Reuse templates and frameworks
○ Huge community support
○ As you become advanced, you can do so much more!

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 Concept in Action
As a Data Analyst, you will use Excel commonly for the following
purposes:
1.Data Entry and Storage: Excel has at most 1,048,576 rows and
16,384 columns so it can store a lot of data.
2.Collection & Verification of Business Data: Despite the CRM or
inventory systems your organisation uses, data can be easily exported
into Excel for easy access and then use it to clean up data, remove
incomplete or duplicate entries etc.
3.Administrative & Managerial Duties: Outline business processes,
create flow charts etc.
4.Accounting & Budgeting: Through the built-in formula and
calculating features, accounting and budgeting for any organisation
becomes very easy.
5.Data Analysis: Pivot tables, filtering, swapping data etc are some of
the best and easy-to-use features for any data analysis.
6.Reporting & Visualisations: Create charts and graphs, formal
reports and presentations can also be created. The graphs and charts
can be exported into a powerpoint presentation too
7.Third-party Software: Excel can easily be used in conjunction with
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third-party software and data from Excel can easily be exported into
2. DATA ANALYSIS IN EXCEL
Different analyses and formula used by Data Analysts in Excel
 Data Analysis in Excel
Some of the common methods which data analyst use in Excel are:

Method
Description
Name
Sorting is a very critical part of preparing data for analysis. Data can be
sorted in single or multiple columns as well as in ascending and
Sorting
descending order

Data Analyst use filtering to get data that matches a specific condition.
Filtering Some excel built-in filtering methods which can be used are COUNTIF,
SUM, SUMIF
Through the Find function, Excel returns the position of one text string
Find/Search within another while with the Search function, you can search for
anomalies and unique identifiers.
The most powerful feature of Excel, Pivot tables are used to summarise
Pivot Tables the data stored in Excel. Through them, data can be organised and 14
statistics can be rearranged to bring forward insights.
 Types of Analysis in Excel
Below is a list of few analysis which you can perform in Excel using the
above-mentioned methods:

Analysis Name Description

Descriptive analysis, specifically descriptive statistics can be

done on any data set. You can find out the mean, median,
Descriptive Analysis
mode, range, standard deviation etc. This can be done through
Averageifs()

ANOVA (Analysis of A statistical method that is used to test the difference between
Variance) two or more means.

Regression analysis is used to estimate the relationship between

Regression
two or more variables.

Using Pivot tables, analyst can get simple frequencies and use
Simple Frequencies
Histograms to present the data.
 Excel Formula for Data
Analysis
○ Concatenate: To combine the value of multiple cells in a
single cell, the formula concatenate is used. The syntax for it is:
CONCATENATE (text1, text2, [text3]...). Find out more here.
○ Len(): This formula is used to show the number of characters in
each cell. The syntax for it is: LEN (text). Find out more here.
○ Sumifs(): This formula gives a sum data based on numerous
criteria. The syntax for it is: SUMIFS (sum_range, range1,
criteria1, [range2],[criteria2]...)
○ Averageifs(): Through this formula, you can take an average
based on one or more parameters. The syntax is:
AVERAGEIFS(avg_rng, range1, criteria1, [range2], [criteria2]...)

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3. GETTING STARTED
Creating certain functions and using formulas
 Let’s Learn
○ Use Excel Live from Outlook.com.
● If you have already have an Outlook account, use it. Otherwise,
create an account on Outlook - click here
● Alternatively, you can also download Excel from www.office.com
○ Open a new blank workbook

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Let’s Create a Function
- To create a function, always
start with ‘=’.
- The function bar shows the
actual function while the
cell shows the result of the
function.

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Let’s Practice: Sorting
Consider the following Sales data:
● We will sort the data now on the basis of Units. To do so, do the
following steps:
○ Click on the column which you want to sort
○ Sort in ascending order by clicking on AZ which is in the
Data tab in the Sort & Filter group
○ Based on whether you want to sort according to ascending
or descending order, select the option from the dropdown
menu.
● Sort the data for multiple columns by doing the following:
○ Click on the Sort & Filter group on the Data tab
○ In the Sort dialogue box, add the levels by which you want
to sort your data. For e.g. From Branch to Unit price with
your preferred Order

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Let’s Practice: Filtering
In the following Sales data, we will filter the data:
● Click on any cell in the Product Line column
● Click on the Data tab and choose the Filter option
● This will bring the arrowheads in your header column
● Now filter your data according to your need by clicking on the
arrowheads and choosing the relevant option

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Let’s Practice: SUMIF
In the following Sales data, we will use the SUMIF formula to
calculate the total of the all the Unit prices which are greater than
30 units. To do so, follow the below steps:
● Choose a cell where you want to see the result
● Go on the Formula tab and click on Maths & Trig dropdown
● Choose the SUMIF formula which will open a dialogue box
● In the dialogue box, enter the relevant information. For e.g. For
range, input the Unit price range i.e. G2: G33. For criteria, input
>30.
Note: Excel gives explanation
for all the formula in its
dialogue box and also supports
in creating the formula so you
don’t have to learn any
formula!!

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 Activity 1: Perform the following formula

Download the Supermarket Sales Data from here. For this data,
perform the following formula:

1. Concatenate the Customer and Gender columns in a new column

called Information
2. Perform an AVERAGEIFS for the Gross Margin Percentage and
Gross Income with the criteria >0
3. Sort the entire data in an ascending order
4. Filter the Product Line for “Food and Beverages” and “Health and
Beauty”

Activity Time: 10 minutes

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Let’s Practice: Descriptive
Statistics
For the following Sales data, we will perform
descriptive statistics to provide basic
information about the variables in the dataset
and to highlight the relationships between
variables. To do so, follow the steps below:
● Select the Data Tab and in the Data
Analysis dialogue box, select Descriptive
Statistics
● In the Descriptive Statistics dialogue box,
highlight the input and output
requirements:
○ Input: Select the input range in the
worksheet
○ Output: Select whether there will be
Output Range, New Worksheet Ply and
New Workbook. Select the statistical
measure i.e. summary statistic, mean,
mode or standard deviation.

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 Let’s Practice: Regression
Analysis
○ Regression Analysis is performed to estimate the relationship between
two or more variables. In regression analysis, there are dependent and
independent variable.
● Dependent variable is the factor that we are trying to predict
● Independent variable is the factor that might influence the dependent
variable
○ In the house sales data, we will find the relation between the bedroom
numbers and the house prices.
● In the Data tab, go to Analysis group and select data analysis
● Select Regression and in the dialogue box, enter the input Y and X
range. These will be the number of bedrooms and the price.
● In the Regression dialogue box, select the Output options as well for
your result

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 Interpreting the Output of
Regression Analysis
○ Multiple R: Correlation Coefficient that measures the strength of a linear
relationship between two variables. When the absolute value is larger, it
indicates that the relationship is stronger:
● 1 = strong positive relationship
● -1 = strong negative relationship
● 0 = no relationship at all
○ R Square: Coefficient of Determination which indicates the goodness of fit
i.e. how many points fall on the regression line.
○ Bonus: Create a scatter plot of your variables to see how the linear
regression looks on a graph.

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 LookUp Functions
Lookup functions in Excel allow analyst to search through a large
amount of data for values that fit a certain criteria. As an analyst,
you can use VLOOKUP and HLOOKUP to discover a value in a
database and retrieve other values that correspond to that value.

To perform a VLOOKUP, look at the steps in this video.

To perform a HLOOKUP, look at the steps in this video.

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 Activity 2: Practicing Lookup functions

Use the same Supermarket Sales Data from the previous activity. For
this data, perform the following functions:

1. Use a VLOOKUP function to find the value of Product Line

corresponding to the Invoice ID.
2. Use HLOOKUP to find the approximate match for Rating from
C2:C22

Activity Time: 10 minutes

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 How to create a Pivot Table?
To create a pivot table, follow the below steps:
1.Select the cells you want to create a pivot table from
2.From Insert, choose Pivot Table
3.This will create a Pivot Table based on existing table or range
4.Choose the location where you want your table to be placed
and select OK.
For more information on how to create Pivot Tables, read this
article.

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 Activity 3: Practicing PivotTable

Use the same Supermarket Sales Data from the previous activity.
1. Create a PivotTable to identify which Product Line generated the
greatest total as a percentage of the gross income.
2. Bonus: Represent your data using a chart

Activity Time: 10 minutes

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Advanced Excel: Introduction to
VBA
Here is a short video to
help you understand
what VBA is. VBA is a
human-readable and
editable programming
code used to write
macros which is a way
of automating simple
and complex tasks in
Excel. Microsoft’s
documentation on VBA
is a great way to get
started with it.

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4. Presenting Data in Excel
In this section, you will learn tips and recommendations on
how to present data effectively in Excel.
 Visualisations in Excel
There are variety of charts which can be made in Excel like
Column Chart, Pie Chart, Line Chart, Bar Chart, Area Chart,
Scatter Plot etc. Below is a list of charts corresponding to the type
of analysis.
1.Pie, doughnut or area graphs: For part-to-whole data
comparison
2.Bar, Cylinder, Cone or Pyramid: Whole-to-whole data
comparison
3.Line or Column: Time-series data comparison
4.Scatter or Bubble: Correlation data comparison
5.Surface: Geographic data comparison

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 Tips to Present Using Excel
1.Use the chart title as your chart’s message
2.Avoid 3D Charts
3.Go for simple look
4.Experiment, experiment and experiment

CONCEPT IN ACTION
Here’s an article which shows some ways of presenting data in
Excel - click here.
Q. Which way of presenting data would you choose?

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6. RECAP
Reflection questions
 MODULE RECAP
Based on what you learnt today, answer these points:
1. As a data analyst, what way would you use Excel?
2. Give examples of ways organisations use Excel
3. Can you perform descriptive statistics analysis in Excel?
4. What can you use Pivot Tables for?
5. What do you use VBA for?
6. List some functions which you can perform in Excel?

Activity Time: 5 minutes

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 Exit Ticket

Is there anything you wished was

included? How did you like the
session?

Let us know by filling out the exit

ticket!

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 Thanks!

Any Questions?
You can message me
on the platform!

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 Find us on Social Media!

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