M365 Excel Desktop: Intermediate Analysis and Visualization

Level: Intermediate

Duration: 1 day

Prerequisites: M365 Excel Desktop: Formulas, Functions, and Tables or equivalent

About: Analyze, summarize, visualize, and communicate business information using data tools, conditional formatting, charts, and review features.

Learning Objectives

• Organize and summarize structured data
• Create visual exception indicators
• Choose appropriate business charts
• Prepare decision-ready summaries
• Review completed workbooks

Course Topics

Organizing Data

• Advanced sorting and filtering
• SUBTOTAL, grouping, outlining, automatic subtotals, consolidation, duplicate removal, Quick Analysis

Conditional Formatting

• Highlight, Top/Bottom, Data Bars, Colour Scales, Icon Sets
• Formula rules, rule order, Stop If True, and accessible colour

Desktop Charting

• Column, bar, line, pie, area, scatter, and combo charts
• Recommended Charts, elements, labels, axes, secondary axes, trendlines, error bars, and Sparklines
• Chart templates, chart sheets, printing, and alternative text

Analysis and Review

• Analyze Data, trends, comparisons, and exception reporting
• Comments, @mentions, Notes, Show Changes, Version History, Inspect Workbook, and Accessibility Checker