Excel Course
Beginner-to-advanced Microsoft Excel training: formulas, data cleaning, pivot tables, charts and dashboards.
View course →
Analytics with Excel
Excel Data Analysis Course
Learn to answer business questions with data - not just operate Excel features. Frame the question, clean the data, analyse it and explain the result.
- Hands-on, project-based
- Trainer feedback on every module
- Free counselling & demo on request
- Format
- Live, instructor-led
- Duration
- Shared at counselling
- Fees
- Shared on enquiry
- Level
- Beginner to advanced
Excel Data Analysis Course overview
Many people know Excel features but struggle when a manager asks, "Why did margin fall in the north region last quarter?" That needs a method: define the question, check the data quality, break the number down, test explanations and present the finding clearly.
This course teaches that method inside Excel, using finance, sales, HR and operations datasets. It sits between the Advanced Excel course (technique) and the Data Analytics course (the full analyst toolchain).
Who this course is for
- Excel users who want to think and work like analysts
- Graduates preparing for analyst interviews
- Professionals who must explain numbers, not just produce them
- Learners planning to continue to Power BI analytics
Prerequisites
- Working knowledge of formulas and pivot tables (the Excel course is enough)
The analysis workflow we practise
- QuestionDefine the decision
- Data checkProfile and clean
- AnalysePivot, compare, test
- VisualiseChart the finding
- RecommendExplain and act
Typical analysis tasks
Variance and trend analysis
Budget vs actual, month-on-month and year-on-year movement, and what drove each change.
Segmentation
Customer, product and region cuts using pivots; identify the few segments that explain most of the result.
Descriptive statistics
Mean vs median, spread, percentiles and outliers - and when an average misleads.
Correlation and simple forecasting
Scatter plots, CORREL, trendlines and FORECAST.LINEAR with honest limits.
What you will learn
- Translate a business question into an analysis plan
- Profile data for duplicates, blanks, outliers and inconsistent categories
- Use pivots, SUMIFS and lookups to break results down
- Apply descriptive statistics, correlation and basic forecasting
- Choose charts that fit the message
- Write a short insight summary a manager can act on
Tools covered
- Excel
- PivotTables
- Power Query
- Statistical functions
- Charts
- Analysis ToolPak
Practical projects
Sales decline investigation. Find which products and regions explain a revenue drop and present three findings.
HR attrition analysis. Segment attrition by tenure and department and recommend where to look next.
Budget vs actual review. A variance analysis pack for a finance manager with commentary.
Detailed curriculum
The program is taught module by module. Each module ends with a hands-on exercise built on business-style data.
Module 1Thinking like an analyst
- Business questions, metrics and KPIs
- Analysis plans and assumptions
Module 2Data preparation
- Profiling and cleaning
- Power Query for repeatable prep
Module 3Exploratory analysis with pivots
- Breakdowns, ratios and share of total
- Cohorts by period
Module 4Descriptive statistics
- Central tendency and spread
- Outliers and distributions
Module 5Relationships and forecasting basics
- Correlation, regression intuition, trendlines
- Limits of forecasts
Module 6Visual analysis and storytelling
- Chart selection
- Insight summaries and recommendations
Module 7Case study
- End-to-end analysis presented to the group
Learning methodology
Every concept is taught on a working file. You see the business question first - for example, "which regions missed target last quarter?" - and then build the formula, query or measure that answers it.
Each module closes with an exercise you complete yourself, followed by trainer feedback. Mistakes are part of the process: we cover the errors people actually hit, such as text-formatted numbers, broken lookups and wrong relationship direction.
Training files and practice datasets are provided so you can repeat every exercise after class.
Training format, batches and certification
Format. Instructor-led, practical sessions. Online, classroom and hybrid options are confirmed when you speak to us.
Batches. Upcoming batch dates are shared during counselling so you get current information. Ask for weekday, weekend or fast-track availability.
Certification. You receive a CharterPeak course completion certificate on completing the program and its assessments. This is not a Microsoft certification. If you want to prepare for a Microsoft exam such as PL-300, tell us and we will map the syllabus to the official skills outline.
Your trainers
Trainer names, backgrounds and areas taught are listed on our trainers page. Ask for a short demo class or a call with the trainer before you enrol.
Sample exercise: is the average hiding the problem?
Average order value rose 6% last quarter, yet revenue fell. We split the data by customer segment and find that a few large orders lifted the mean while the median order and order count both dropped. The lesson is practical: check the distribution before reporting an average.
Career applications
- Junior data analyst and business analyst roles
- MIS, finance and operations analytics
- Sales and marketing analytics support
- A stepping stone to a data analyst career
Continue your learning path
- Learn the full toolchain in the Data Analytics course
- Add Power BI for larger, shareable analysis
- Combine everything in the flagship program
Frequently asked questions
Is this a statistics course?
No. We use the statistics an analyst needs day to day - averages, spread, correlation - and explain their limits, without heavy theory.
Is Excel enough for data analysis?
For datasets up to a few hundred thousand rows, yes. For larger or multi-table data, Power BI is the better tool; see Excel vs Power BI.
Do you teach SQL or Python here?
No - this course is Excel-based. Check the Data Analytics course page for the exact tool list taught there.
Will I get practice datasets?
Yes, course datasets are provided and you can repeat each analysis after class.
What is the duration of the Excel Data Analysis Course?
Duration depends on the batch (weekday, weekend or fast-track). We confirm the schedule and total hours when you speak to us, so you get current information rather than a fixed number on a web page.
Who can join the Excel Data Analysis Course?
Students, graduates, working professionals and career changers. The prerequisites are listed on this page; if you are unsure, book a free counselling call and we will point you to the right starting course.
Is the training practical?
Yes. Each module is taught on working files with exercises you complete yourself, followed by trainer feedback and project work.
Is the training online or in a classroom?
Delivery options depend on the batch. Ask about current online, offline and hybrid availability when you enquire.
Is certification provided?
You receive a CharterPeak completion certificate after finishing the program and its assessments. It is not a Microsoft certification and we do not promise exam results.
What fees and payment options apply?
Fees depend on the batch and format and are shared on enquiry. See our refund policy before you enrol.
Related courses
Advanced Excel Course
XLOOKUP, dynamic arrays, advanced pivots, Power Query, Power Pivot and automation for people who already use Excel daily.
View course →Power BI Data Analytics Course
Project-driven analytics in Power BI: question, data, model, analysis and a stakeholder-ready story.
View course →Data Analytics Course
The analytics workflow end to end: Excel, Power Query, Power BI, visualization and business intelligence with projects.
View course →Related learning resources
Excel for Data Analysis: A Practical Workflow
A five-step workflow for analysing data in Excel, with the tools to use at each step.
Read guide →Pivot Tables in Excel: A Practical Guide
Create, group and refresh pivot tables, and avoid the mistakes that produce wrong summaries.
Read guide →What Is Data Analytics? Types, Process and Tools
A clear explanation of data analytics: what it is, the main types and the typical process.
Read guide →Ready to start?
Talk to us about your background and goals. We will recommend the right batch and starting point - no pressure.